List of Family Offices in Dallas 2026

Key Facts About Dallas Family Offices

• Dallas hosts 35+ family offices that actively manage wealth and source deals in the lower middle market. Seven of Texas's top 10 offices by assets under management (AUM) sit in the metro area.
• CH Investment Partners, the largest Dallas-based multi-family office (MFO), supervises $11.5 billion in assets for 53 partner families rooted in the Trammell Crow real estate legacy.
• Matter Family Office serves 140+ core client families with $10 billion under advisement, making it one of the most scaled MFO platforms in North Texas.
• Single family offices (SFOs) dominate direct deal-making in Dallas. MFOs like Tolleson Wealth Management ($8.5 billion AUM) handle broader wealth preservation and estate planning.
• Old Parkland, a curated investor campus developed for roughly $300 million, has become the premier address for Dallas family offices, hedge funds, and private equity firms.
• Texas's zero state income tax and business-friendly regulation continue to drive new family office formation and ultra-high-net-worth (UHNW) migration to the DFW metro.
• Minimum wealth thresholds for Dallas family office clients typically start at $100 million in investable assets. Tolleson averages $42 million in AUM per client.

Dallas Family Office Landscape Overview

Dallas ranks among the top family office markets in the United States, powered by dynastic wealth from real estate, energy, and technology. The Crow, Perot, and Hunt families anchor a scene that now includes 35+ offices. These range from billion-dollar MFOs to nimble SFOs acquiring lower middle market companies. Seven of the ten largest Texas family offices by AUM call the Dallas-Fort Worth metro home, collectively supervising tens of billions in capital.

The market splits along a clear line. MFOs such as CH Investment Partners, Matter Family Office, and Legacy Knight provide full-service wealth management to multiple UHNW families, with client rosters spanning 10 to 140+ households. SFOs like Rosewood Private Investments and Petrus Asset Management deploy single-family capital into private equity, aerospace, manufacturing, and operations. Family-backed holding companies and virtual family offices round out the ecosystem.

Three forces fuel growth in Dallas's family office sector: no state income tax, Sunbelt population in-migration, and a deep local deal pipeline in B2B services, healthcare, and energy. Old Parkland campus serves as the physical center of gravity, housing offices alongside select hedge funds in a gated, curated setting. Emerging suburban hubs in Southlake, Frisco, and Plano attract newer entrants who prefer proximity to DFW's expanding corporate corridor.

Family Office Comparison at a Glance

The table below compares the leading family offices in Dallas by type, AUM, and capital deployment focus. Offices are sorted by disclosed AUM where available.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
CH Investment Partners	MFO	$11.5B	Equities, hedge funds, PE, real estate, fixed income	Custom portfolios, private market access, wealth preservation	Dallas
Matter Family Office	MFO	$10B	Diversified: allocation, wealth planning, family operations	Bill pay, accounting, tax coordination, family learning	Dallas
Tolleson Wealth Management	MFO	$8.5B	Wealth management, charitable giving	Charitable giving advisory, family engagement	Dallas
True North Advisors	MFO	$3.96B	Wealth management	Full-service advisory	Dallas
Legacy Knight	MFO	$2.2B	Alternative assets, forward-looking strategies	Bespoke wealth management, alternative sourcing	Dallas
Investar Financial Corporation	SFO	$1B+	U.S. middle market long-term holdings	Management team partnerships	Dallas
Rosewood Private Investments	SFO	—	Private equity: aerospace, manufacturing	Evergreen capital, flexible deal structure	Dallas
Petrus Asset Management	SFO	—	Long-term holdings, all company sizes	Family wealth oversight	Dallas
SIG Partners	SFO	—	Buyouts with operator placement	CEO/GM placement, 90-100% cash to close	Dallas
Cresset Capital	MFO	—	Capital management, estate planning, tax strategy	Full-service family office, exit planning	Dallas (Old Parkland)
Lang Partners	SFO	—	Real estate, public equity, buyouts, fixed income	Long-term value creation	Dallas
The Arnold Companies	SFO	—	Real estate, aviation, banking, petroleum	Family wealth management	Dallas

CH Investment Partners leads on disclosed AUM at $11.5 billion. Several prominent SFOs, including Rosewood and Petrus, do not disclose figures but manage wealth derived from multi-billion-dollar exits.

Top Picks by Strategy

• Largest AUM: CH Investment Partners, with $11.5 billion under supervision and 28 years of Crow family heritage serving 53 partner families.
• Deepest Client Roster: Matter Family Office manages $10 billion for 140+ core families, the broadest MFO client base in Dallas.
• Top Direct Deal-Maker: SIG Partners has closed 32 buyouts in six years, placing dedicated operators as CEO or GM in each company.
• Strongest Alternative Focus: Legacy Knight has deployed $800 million or more in alternative assets since founding, with a forward-looking thesis for its 10 core families.
• Leading SFO for Private Equity: Rosewood Private Investments, the Hunt family's PE arm, has completed 20 closed deals in aerospace and manufacturing.
• Premier Trades and Services Play: Rhino Ventures LLC, formed from a roughly $230 million exit, targets always-needed specialty trades and services.
• Most Complete Services: Cresset Capital operates a full-service private wealth office at Old Parkland, covering capital management, estate planning, tax strategy, and business exit planning under True Fiduciary standards.
• Highest Per-Client AUM: Tolleson Wealth Management averages $42 million in managed assets per client, signaling deep UHNW relationships built over more than two decades.

Top Dallas Family Offices in Detail

CH Investment Partners (Crow Holdings)

Dallas's largest disclosed family wealth platform by AUM, CH Investment Partners supervises $11.5 billion for 53 partner families. The Trammell Crow family's office delivers a single family office experience through a multi-family structure. Its portfolio spans global equities, hedge funds, private equity, direct investments, real estate, and fixed income. The firm's real estate insight draws on the Crow family's decades of development history, including deals like the Windsor Court Hotel and Wyndham International hotels.

CH Investment Partners also runs a "Platform Partners" network that gives external investors access to curated private deals alongside its core families. UHNW families seeking diversified, institutional-caliber portfolios with strong real estate DNA will find few comparable options in the Dallas market.

Matter Family Office

No other Dallas MFO matches Matter's breadth of client relationships. The firm advises 140+ core families on $10 billion in assets, combining portfolio strategy with operational services most offices do not offer. Matter handles bill pay, accounting, tax coordination, and family learning programs designed to prepare next-generation wealth holders.

Its privately held structure means no outside corporate parent influences its advice. For families wanting a single point of contact that covers both portfolio strategy and household-level financial operations, Matter's integrated model stands apart.

Tolleson Wealth Management

Tolleson pairs high-touch wealth management with a charitable giving practice that reflects Dallas's donor culture. The firm manages $8.5 billion as an independent registered advisor, and its $42 million average AUM per client confirms a focus on substantial UHNW households.

Susan Jenevein, Tolleson's Managing Director of Charitable Giving and Family Engagement, regularly moderates panels at the Dallas Family Office Conference. Families who view charitable giving and legacy planning as inseparable from portfolio strategy will find Tolleson's dual emphasis valuable.

Legacy Knight

Alternative assets drive Legacy Knight's identity, setting it apart from traditional wealth managers. The firm manages $2.2 billion for 10 core family clients, with more than $800 million deployed in alternatives since founding. Its leadership team brings experience from serving prominent Texas family names.

Unlike larger MFOs that treat alternatives as one sleeve of a diversified portfolio, Legacy Knight builds bespoke strategies around forward-looking and non-traditional opportunities. Business owners who have just completed a major liquidity event and want aggressive alternative exposure get a purpose-built platform here.

Cresset Capital (Dallas Office)

Located at Old Parkland, Cresset sits at the center of Dallas's most exclusive investor community. The firm operates a full-service wealth platform covering capital management, financial and estate planning, tax strategy, and business exit planning. With 20+ offices nationally, Cresset combines local Dallas advisory with a broader resource network.

It operates under True Fiduciary standards, meaning client interests take priority in every recommendation. Families navigating succession planning or preparing for a business sale benefit from Cresset's integration of exit strategy with long-term wealth preservation.

Rosewood Private Investments

The Hunt family's private equity arm brings generational capital and an evergreen horizon to aerospace and manufacturing deals. Rosewood Private Investments has closed 20 deals, including Ferco Aerospace Group, ESNA, and ExtraTech.

As a wholly owned subsidiary of Rosewood Corporation (held by the Caroline Hunt Trust Estate), it operates without the fundraising pressure of a traditional PE fund. This permanent capital structure lets Rosewood hold companies indefinitely and partner with management teams that resist conventional fund timelines.

SIG Partners

With 32 company purchases in six years, SIG Partners holds the most prolific buyout record among Dallas family offices. Its model is distinctive: SIG places a qualified operator as CEO or general manager in each acquired business, allowing sellers to transition out within 30 to 45 days.

The firm brings 90% to 100% cash to close and commits to preserving legacy brand names and existing employees. Recent deals include Kandel Brothers Electrical Supply, East Bay Commercial Refrigeration, and Oxford HealthCare. Founders of small to mid-size businesses who want a clean exit with cultural continuity should evaluate SIG's operator-led approach.

Petrus Asset Management

The Perot family's private wealth office manages a fortune built from two landmark technology sales. Ross Perot's sale of Electronic Data Systems yielded $3.1 billion. The subsequent sale of Perot Systems to Dell in 2009 added $3.9 billion.

Petrus invests that fortune in companies of every size with a strict long-term orientation. The office maintains a low profile, consistent with the Perot family's preference for privacy. Its portfolio reflects patient, permanent capital deployment rather than fund-cycle-driven deal-making.

Investar Financial Corporation

Operating quietly in the U.S. middle market since 2001, Investar has built a portfolio valued at over $1 billion. The firm partners with management teams for long-term holds, not leveraged flips. Notable holdings include MD Medical Group, Transnetwork, and Maxi Transfers.

Its patient approach and emphasis on management alignment make it a natural counterpart for operators who want growth capital without aggressive restructuring.

The Arnold Companies

Sector breadth defines The Arnold Companies, which has invested in real estate, retail, banking, aviation, technology, and petroleum since 1964. The firm has closed seven tracked deals, including Gemini Air Group and Prior Aviation Services.

Its nearly 60-year operating history reflects a buy-and-hold philosophy rooted in employee and community support. Arnold's range makes it an outlier in a market where most SFOs specialize in one or two sectors.

Trends Shaping the Dallas Family Office Market

Lower Middle Market Buyouts and Permanent Capital

Dallas family offices rank among the most active buyers in the lower middle market, targeting companies with $1 million to $5 million in EBITDA. Schultz Brothers Holdings, Preservation Holdings, and SIG Partners all focus on this segment. The permanent capital model common among Dallas SFOs removes pressure to exit within a fund cycle, allowing longer hold periods and organic growth strategies.

Co-Investment Networks and Deal Sharing

Family offices in Dallas increasingly pool capital through co-investment (investing alongside another fund or family). CH Investment Partners shares private opportunities with its Platform Partners network, giving external investors access to deals alongside the Crow family. Preservation Holdings operates as a group of family offices deploying committed capital through multiple control deals.

Legacy Knight has channeled $800 million or more into alternatives, often through co-investment structures with other families. This network-driven approach reflects the relationship-heavy culture of the Old Parkland investor community.

Healthcare, Trades, and B2B Services

Capital in this market flows toward sectors that reflect Dallas's economic base. Rhino Ventures targets specialty trades and essential services. Thrive Five focuses on healthcare, with recent portfolio additions including Surgical Training Institute. SIG Partners has acquired healthcare businesses like Oxford HealthCare and Access Care. B2B services companies attract multiple Dallas offices because of stable cash flows and fragmented markets that suit buy-and-build strategies.

Energy Transition and Impact Allocations

Dallas's oil-and-gas legacy wealth is beginning to engage with energy transition themes. Tyler Coretz of AMTRA Capital Partners discussed this shift at the 2023 Dallas Family Office Conference, representing families moving from traditional hydrocarbons to sustainability-aligned investing. The conference also featured panels on ESG-forward credit scoring and impact investing, signaling growing interest from local family offices in this space.

How to Evaluate a Family Office in Dallas

Dallas offers an unusual density of family offices for a single metro, which makes selection harder than in markets with fewer options. Start by clarifying whether you need a multi-family office for broad wealth management or a single family office relationship focused on direct deals and co-investment. CH Investment Partners and Matter Family Office represent opposite ends of the MFO spectrum: 53 families versus 140+, with very different levels of per-client attention.

Verify fiduciary status before engaging. Cresset Capital operates under True Fiduciary standards, but not all Dallas offices make this commitment. Ask about corporate ownership: independently owned firms like Legacy Knight face fewer conflicts of interest than bank-affiliated platforms.

Horizon alignment matters especially in this market, where many SFOs deploy permanent capital with no mandate to return it. If your goal is a five-year liquidity window, an office like Elm Fork Partners or Rosewood, which hold indefinitely, may not match your timeline. Family governance structures also vary: firms like Matter offer family learning programs and generational planning, while pure-play SFOs focus solely on capital deployment.

Review verified deal histories rather than marketing claims. SIG Partners shows 32 closed buyouts; Rosewood shows 20. Warm introductions through existing professional networks work far better than cold outreach. Offices at Old Parkland are especially relationship-driven, and personal interviews with campus leadership can be part of the vetting process.

Which Family Office Fits Your Needs?

UHNW families with $100 million or more in investable assets and a need for full-service wealth management should explore CH Investment Partners, Matter Family Office, or Tolleson Wealth Management. Each offers a different balance of portfolio scale, service depth, and per-client attention. Matter's operational services (bill pay, tax coordination, family learning) suit families who want one firm managing both finances and household logistics.

Business owners planning a sale in the DFW area can evaluate SIG Partners and Schultz Brothers Holdings, both of which preserve brand names and retain employees post-deal. Founders who want to stay involved should consider Investar Financial Corporation, which partners with management teams rather than replacing them.

Tech entrepreneurs and next-generation wealth holders drawn to venture capital and alternative assets may find Legacy Knight's forward-looking thesis or Emles Advisors' flexible capital model well suited to their risk appetite.

Institutional allocators and fund managers seeking family office co-investment capital should target CH Investment Partners' Platform Partners network, which shares private deal flow with external investors. Preservation Holdings also deploys capital from a group of family offices, creating another entry point for managers seeking aligned, patient capital in the lower middle market.

Methodology

This list of family offices in Dallas draws on deal platform data, public filings, family office conference records, and verified office disclosures as of early 2026. AUM figures reflect the most recent disclosed numbers from each office and may represent assets under supervision, advisement, or management depending on the firm's reporting convention. Only offices with a physical presence in the Dallas-Fort Worth metro that actively manage wealth or source deals earned inclusion. Rankings by AUM use disclosed figures only; offices that do not publish AUM data received no estimated values. Each office's focus and service details were verified against public-facing materials and deal platform profiles.