Family Offices in Dallas

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Hersh Family Investments (HFI) is a Dallas, Texas-based single-family office that actively invests across various markets and geographies. The firm focuses on opportunities with substantial value creation potential, prioritizing outstanding management teams, sustainable growth, and enduring competitive advantages. As a family office, HFI offers a non-bureaucratic infrastructure, flexible decision-making, and long-term investment horizons, often expediting transactions without external financing.Founded in 2004 by Kenneth A. Hersh, HFI manages the family's capital. Kenneth Hersh, the Chairman, has a distinguished background as the co-founder and former CEO of NGP Energy Capital Management, where he managed over $16 billion in capital. HFI's investment approach includes partnering with management teams in growth-focused businesses, utilizing buy-and-build strategies, and providing growth, special situations, and formation capital.HFI's portfolio includes a diverse range of initiatives and partnerships such as HFI Celina Realty, Endurance Lift Holdings, The Capital Design District, Havencrest Healthcare Partners, Veteran Ventures Capital, Sycamore Tree Capital Partners, Grafine Partners, Saxum Energy Partners, Building Industry Partners, Catalyst Education, Blue Drake Capital, and Ten Nine Technologies. The firm has deployed over $800 million in private capital.The leadership team at HFI brings extensive experience in public and private markets. Key members include Kenneth A. Hersh (Chairman), Randy Chappel (Managing Director), Phillip Thompson (Managing Director – Real Estate), Daniel Hersh (Vice President), and Andrew Frohman (Vice President). Daniel Hersh, for instance, focuses on real estate investments and has prior experience in real estate investment banking and family investment offices.

Sowell & Company is a privately-held investment firm based in Dallas, Texas, that operates by investing its own capital in each venture. Unlike many firms, it does not utilize outside investors or a fund, nor does it have plans to do so. The firm has a long-standing history of identifying and fostering growth opportunities across a diverse range of industries, consistently delivering significant returns on its invested capital. Its investment scope primarily focuses on three key areas: Real Estate, Private Investment, and Oil & Gas.The firm's roots trace back to 1972 when Jim Sowell formed Jim Sowell Construction Co. Inc., which grew to become one of the largest subdivision developers in Texas. Over its more than five decades of operation, Sowell & Company has evolved into a sophisticated investment organization, leveraging extensive expertise, resources, and relationships to act swiftly on identified opportunities. This long history, spanning over 50 years, underscores its deep experience in various market cycles and its ability to adapt and thrive.Sowell & Company's investment activities encompass a broad spectrum of transactions, including supporting growing companies, facilitating management buyouts, executing recapitalizations, and managing corporate divestitures in both healthy and distressed situations. Its portfolio has included notable investments in companies such as Diamonex, Teknicote, and Endophys Technologies, spanning industries like commercial products, industrial supplies and parts, and monitoring equipment. The firm has also made significant exits, including from American Integrity Insurance Group.The leadership team at Sowell & Company brings a wealth of experience across its core investment areas. Key members include Jim Sowell, the President, who founded the original construction company; Zach Sowell, Vice President, who works across the Real Estate and Private Equity teams; David L Clark, Managing Director in the Private Equity Group; and Mr. Cornelius, Head of Real Estate. The team also includes specialized expertise in taxation and legal counsel, ensuring comprehensive oversight and strategic guidance for its investments and portfolio companies.