Top Family Offices in Fort Worth 2026

Key Facts About Fort Worth Family Offices

• Fort Worth hosts at least 7 dedicated family offices, split between 5 single family offices (SFOs) and 2 local multi-family offices (MFOs), with roots in energy, ranching, and entrepreneurial wealth.
• Q Family Office operates the largest known entity in the market, with $4B+ deployed through a $500M hedge fund, a $3B bank, a $400M real estate firm, and a $275M charitable foundation.
• The market skews heavily toward privately managed SFOs. This reflects Fort Worth's tradition of dynastic, legacy-oriented wealth management.
• Active sectors include aerospace and defense, business services, real estate finance, energy, and industrial manufacturing.
• The typical wealth threshold for engaging a private wealth office in this market starts at $100M+ in investable assets for SFOs. MFOs can serve families starting near $25M.
• Charitable giving plays an outsized role. Q Family Office's Once Upon a Time Foundation manages roughly $275M and funds programs at 30+ universities including Harvard, Stanford, and Columbia.
• Emerging holding companies like Preservation Holdings and Schultz Brothers Holdings deploy family capital into lower middle-market deals with $1M to $5M EBITDA targets.

Family Office Fort Worth: Landscape Overview

Fort Worth operates as a distinct wealth hub within the DFW metroplex, roughly 30 miles west of Dallas. The city's family office ecosystem grew from fortunes built in oil and gas exploration, cattle ranching, and aerospace contracting. Texas's lack of a state income tax gives these offices a structural edge in wealth preservation and estate planning.

Dallas hosts large MFO platforms and institutional wealth managers. Fort Worth's market leans toward private SFOs managed by families with deep local ties. Five of the seven known dedicated offices are SFOs, and most keep a deliberately low public profile. This privacy-first approach reflects a culture of generational oversight over marketing-driven growth.

Local law firms and advisory practices serve as critical entry points to this ecosystem. Several firms have built family offices from the ground up for some of Texas's wealthiest families. Others provide corporate, tax, and dispute resolution support tailored to family office operations. These advisory firms, alongside CPA specialists and regional banking providers, form the connective tissue linking Fort Worth's private wealth offices to the broader capital markets.

Family Office Comparison at a Glance

The table below compares Fort Worth's leading family offices by type, estimated assets under management (AUM), capital deployment focus, and location.

Family Office	Type	AUM Estimate	Investment Focus	Location
Q Family Office	SFO	$4B+ (combined entities)	Hedge fund, banking, real estate, aviation, distressed situations	Fort Worth, TX
Cresset Capital	MFO	$65B+	Entrepreneurs, UHNW families, private allocations, tax-efficient strategies	Multiple locations
AIC Holdings	SFO	Not disclosed	Private companies, public securities, real estate, natural resources, digital assets	Fort Worth, TX
Tolleson Wealth Management	MFO	Not disclosed	Full-service wealth platform, portfolio management, estate and tax planning	Dallas, TX
Double Eagle Family Offices	MFO	Not disclosed	Wealth preservation, succession planning, charitable giving	Fort Worth, TX
Three Bear Capital	MFO	Not disclosed	Intergenerational wealth management, family oversight structures, legacy planning	Fort Worth, TX
Penrose, LLC	SFO	Not disclosed	Strategic partnerships	Fort Worth, TX
AFO Capital Ltd.	SFO	Not disclosed	Portfolio and wealth management	Fort Worth, TX
Goff Capital	SFO	Not disclosed	Private capital deployment	Fort Worth, TX
Preservation Holdings	Family office group	Not disclosed	Lower middle-market B2B and B2C control deals	Dallas/Fort Worth, TX

Q Family Office leads in disclosed scale. Cresset Capital brings the largest total AUM as a national platform. Most Fort Worth SFOs do not publicly report assets, consistent with the market's emphasis on privacy.

Top Picks by Strategy

• Largest Known Operation: Q Family Office, with $4B+ deployed through a hedge fund ($500M), Texas Exchange Bank ($3B), Triple Net Financial ($400M real estate), and a $275M foundation.
• Strongest National MFO Platform: Cresset Capital manages $65B+ in managed assets and offers 12 integrated service lines including pre-transaction planning and private capital access.
• Top Pick for Diversified Direct Investing: AIC Holdings targets U.S. companies with $5M to $100M EBITDA and invests in five distinct sectors from aerospace to digital assets.
• Leading Full-Service Advisory: Tolleson Wealth Management delivers eight integrated services spanning portfolio management, estate planning, tax strategy, charitable giving, and private banking.
• Best for Succession and Wealth Preservation: Double Eagle Family Offices focuses on multigenerational planning, disciplined preservation, and charitable initiative support.
• Most Active Middle-Market Acquirer: Preservation Holdings has completed multiple control deals in B2B and B2C service companies, including Air Assurance and HomeTown Services.
• Best for Family Oversight Education: Three Bear Capital specializes in family oversight structures, financial education, and transparent intergenerational communication from its Camp Bowie Boulevard office.

Top Fort Worth Family Offices in Detail

Q Family Office

Fort Worth's largest private wealth ecosystem spans at least eight entities. Q Investments manages roughly $500M in hedge fund and private equity capital. It targets aviation, distressed debt, and activist positions. The founder holds a majority stake in Texas Exchange Bank, a $3B institution focused on complex corporate loans and collateralized loan obligations (CLOs).

Triple Net Financial has provided over $1B in real estate financing for single-tenant developers nationwide. On the charitable side, the Once Upon a Time Foundation holds about $275M and funds the Philanthropy Lab. This program operates at 30+ universities and has distributed nearly $12M since 2011. Families seeking exposure to a Fort Worth SFO at institutional scale will find no local equivalent.

AIC Holdings

AIC Holdings runs one of Fort Worth's most broadly allocated SFOs. The firm invests in private companies, public securities, real estate, natural resources, and digital systems, plus fund commitments in private equity, venture capital, and hedge funds. It targets U.S.-headquartered companies with $5M to $100M in EBITDA. Strategies include corporate carveouts, buy-and-build plays, and founder capital solutions.

AIC describes its philosophy as "Generational Stewardship, Institutional Perspective," rooted in owning and operating a 30+ year family business. Its five sector focuses (aerospace and defense, business services, building products, environmental and industrial services, industrial manufacturing) reflect Fort Worth's industrial heritage. Patient, flexible capital and long-term hold periods distinguish this office from private equity funds that operate on fixed timelines.

Goff Capital

Goff Capital represents the type of private SFO that defines the Fort Worth market. Industry databases list it as a Fort Worth family office. Limited public information is available, typical of legacy wealth operations in this city that prioritize discretion over brand-building. The firm's inclusion in institutional records confirms its relevance within the North Texas family office network.

Double Eagle Family Offices

Fort Worth has few locally based MFOs, which makes Double Eagle a notable option for families seeking shared-platform services. The firm focuses on wealth preservation, succession planning, and charitable initiatives. Its client-centered, disciplined approach targets complex multigenerational needs rather than high-growth strategies.

Families who want a preservation-first model with local roots should consider Double Eagle's focused offering. The firm suits those who prefer a community-based advisor over a national platform.

Tolleson Wealth Management

Dallas-based Tolleson serves families throughout the DFW corridor with eight integrated service lines: portfolio management, estate planning, tax strategy, private banking, trustee and estate settlement, financial reporting, charitable giving advisory, and family engagement. The Dallas Business Journal ranked it the third-largest wealth management firm in the region. Tolleson Private Bank earned recognition from S&P Global Market Intelligence as a best-performing small bank.

Fort Worth families who need a full-service MFO with banking integration and deep Texas roots will find Tolleson among the most established options within a 30-mile radius.

Cresset Capital

Cresset manages $65B+ in capital, making it the largest MFO platform accessible to Fort Worth families. The firm serves entrepreneurs and ultra-high-net-worth (UHNW) families navigating liquidity events, concentrated stock positions, and complex tax situations. Its service menu includes pre-transaction planning, private capital sourcing, trust services, and family oversight education.

Cresset has earned top rankings from Barron's and Forbes. Business owners planning a sale or major exit benefit from Cresset's dedicated pre-transaction team. This group coordinates tax-efficient restructuring before and after closing.

Three Bear Capital

Operating from 3230 Camp Bowie Boulevard in Fort Worth, Three Bear Capital functions as a local MFO through a national brokerage affiliation. The practice serves wealthy families and foundations. Services span legacy planning, wealth transfer, trust administration, banking, lending, insurance, and risk management.

Its Fort Worth address and intergenerational focus make it a practical option for families who want local face-to-face advisory. The national brokerage connection provides access to institutional research, lending, and custody services without the overhead of forming a standalone office.

Penrose, LLC

Penrose describes itself as "a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish." This Fort Worth SFO has invested in people and partnerships for over 40 years. Its strategic partnership model differs from the direct-operating approach of AIC Holdings or Preservation Holdings. Penrose focuses on backing leaders rather than acquiring and managing companies directly.

AFO Capital Ltd.

AFO Capital manages portfolio and wealth activities for a Fort Worth family. Founder and Managing Director Jennifer Dempsey previously served as a vice president at Crow Holdings, the Trammell Crow family office in Dallas. That institutional background informs AFO's approach to portfolio construction and asset allocation. The single-family structure keeps decision-making centralized and responsive.

Preservation Holdings

Preservation Holdings targets lower middle-market control deals in B2B and B2C service companies. Recent deals include the 2022 buyouts of Air Assurance (HVAC and plumbing) and HomeTown Services. This family office group represents an emerging model in the DFW corridor: family capital deployed operationally into fragmented service industries with buy-and-build potential.

Families and founders with $1M to $5M EBITDA businesses seeking patient, hands-on buyers should note this firm's active deal pace.

Allocation Trends Shaping Fort Worth's Family Office Market

Direct Ownership in the Middle Market

Fort Worth family offices increasingly favor control positions in private companies over passive fund allocations. AIC Holdings targets companies with $5M to $100M in EBITDA. Preservation Holdings and Schultz Brothers Holdings acquire smaller businesses with $1M to $5M in EBITDA. This direct approach lets families apply operating expertise and hold assets indefinitely, without fund-life constraints.

Energy Wealth Shifting Into New Asset Classes

Legacy oil and gas families are reallocating into digital assets, real estate finance, and business services while keeping natural resources exposure. AIC Holdings now lists digital systems alongside its traditional sectors. Q Family Office channels capital through structured lending (CLOs) and real estate finance via Triple Net Financial. This marks a shift from commodity-dependent returns to yield-oriented credit strategies.

Structured Lending and Real Estate Finance

Q Family Office's Texas Exchange Bank ($3B in assets) and Triple Net Financial ($1B+ in developer financing) reflect a local appetite for real estate-backed credit. These vehicles generate income from corporate loans and single-tenant site financing rather than equity appreciation. That structure provides stability during real estate market cycles, making Fort Worth an emerging hub for family-backed credit vehicles.

Charitable Giving as a Capital Strategy

Fort Worth wealth platforms allocate to charitable efforts at rates above typical markets. The Once Upon a Time Foundation ($275M) operates as a major capital pool with national reach, contributing over $100M to nonprofits. Local advisory firms maintain dedicated charitable planning practices for their family office clients, handling private foundations, charitable trusts, and donor-advised funds. This level of charitable activity also creates co-investment networks and deal flow within Fort Worth's UHNW community.

Co-Investment Networks in DFW

Local advisory practices facilitate private securities offerings and co-investment opportunities. These connections link Fort Worth SFOs with each other and with Dallas-based offices. This growing network lets smaller firms participate in larger deals without building in-house sourcing teams. The Association for Corporate Growth DFW chapter serves as an additional deal flow channel for family-backed acquirers like Preservation Holdings and AIC Holdings.

How to Evaluate a Family Office in Fort Worth

Most Fort Worth family offices are private SFOs that do not accept outside clients. Before engaging any office, confirm whether it serves external families or operates for one family only. Q Family Office, AIC Holdings, Goff Capital, and Penrose all manage internal capital exclusively.

For families seeking advisory relationships, local law firms offer the most direct path into this ecosystem. Several practices have built family offices from scratch for Texas families and hold recognized rankings in high-net-worth legal guides. These credentials serve as a useful benchmark when evaluating advisory partners in a market where most firms avoid public marketing.

Expertise with Texas-specific assets should rank high on any evaluation checklist. Mineral rights, oil and gas interests, ranch land, and aircraft ownership each carry distinct legal, tax, and operational requirements. Q Family Office manages aviation assets. AIC Holdings handles industrial and energy-linked holdings. Local CPA firms track oil and gas interests and private foundation accounting. An advisor unfamiliar with these asset classes will miss critical planning opportunities unique to Fort Worth.

When comparing MFOs, weigh service breadth against specialization. Tolleson offers eight integrated service lines with private banking. Double Eagle focuses narrowly on preservation and succession. Cresset brings national scale with $65B+ in managed assets and private capital access. The right fit depends on whether a family needs full coordination, focused legacy planning, or institutional deal flow.

Which Family Office Fits Your Needs?

UHNW families with $100M+ who need full-service wealth management should evaluate Tolleson Wealth Management for its eight integrated service lines or Cresset Capital for its national scale and private capital sourcing. Families wanting to build a dedicated SFO can engage established local advisory firms to design oversight structures, entity formations, and tax strategies from the ground up.

Business owners approaching a liquidity event will benefit from Cresset's pre-transaction planning team. This group coordinates tax-efficient strategies before and after a sale. Those who want to stay operationally involved post-exit should explore Preservation Holdings' model of acquiring and running lower middle-market companies with family capital. AIC Holdings offers a similar path for larger transactions in the $5M to $100M EBITDA range.

Next-generation wealth inheritors and families navigating generational transitions can look to Three Bear Capital for oversight frameworks and financial education programs. Double Eagle's preservation-first approach suits families prioritizing wealth transfer over aggressive growth. Families with major energy, ranch, or mineral holdings need advisors with Texas-specific asset expertise. Q Family Office, AIC Holdings, and Fort Worth's specialized advisory firms have demonstrated that capability through decades of local practice.

Methodology

This guide to leading family offices in Fort Worth, Texas draws on publicly available data from office websites, industry databases, legal practice descriptions, and deal records as of early 2026. Office profiles reflect information disclosed by the offices themselves or documented in recognized sources such as high-net-worth legal guides and institutional databases. AUM figures appear only where offices or their affiliates have published them. The family office Fort Worth landscape is inherently private, and several offices in this guide limit public disclosures by design. Readers should verify current service availability, client minimums, and direct investment mandates with each office before making engagement decisions.