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.

Dorilton Capital is a multi-strategy private investment firm established in 2009, known for its flexible and patient capital approach. The firm focuses on control investments in small to medium-sized businesses across a diverse range of industry sectors. Beyond traditional private equity, Dorilton Capital also actively pursues venture opportunities, particularly in technology companies. Their investment philosophy centers on long-term value creation through operational improvements, strategic capital allocation, and management support, rather than short-term financial engineering.Founded in 2009, Dorilton Capital was established with a vision to provide enduring capital solutions. The firm operates as a family-backed private investment firm, allowing it the unique ability to think with a long-term perspective and without a set investment horizon. This patient capital model enables portfolio companies to execute transformational strategies over extended timeframes, contrasting with the typical shorter private equity fund lifecycles.Dorilton Capital manages a diversified portfolio that spans various sectors, including sports franchises, media properties, and technology platforms. Notable investments include the acquisition of Williams Racing in August 2020, where Dorilton Capital implemented comprehensive organizational restructuring while preserving the team's heritage, leading to significant performance and revenue improvements. The firm has also led funding rounds for technology companies such as JuliaHub, an AI platform for industrial digital twins, and invested in companies like Post Acute Analytics, Blackbird, Oriole Networks, and Noble AI, demonstrating a strong focus on data-centric ventures in IT infrastructure, data science, and cybersecurity.The firm's team comprises experienced professionals in operations, reporting systems, and M&A, who work closely with existing management teams of portfolio companies. Dorilton Capital provides strategic guidance through board representation, facilitates access to capital for growth initiatives, and leverages cross-portfolio synergies. This collaborative approach aims to streamline internal processes, invest in organic growth, and pursue strategic acquisitions, supporting management's goals without imposing undue cultural change.

EFO Holdings is a single-family office established in 1994 in Dallas, Texas, primarily managing the assets of the Esping family. The firm operates as a diversified investor with expertise spanning a wide array of asset classes, including private equity, public equity, hedge funds, real estate, fixed income, and alternative investments. They also specialize in fund-of-funds investments, demonstrating a comprehensive approach to wealth management and capital deployment.The firm's investment strategy focuses on both early-stage and mature companies, engaging in seed to late-stage venture investments. EFO Holdings employs various strategies such as buyouts, turnarounds, and fund-of-funds, typically committing capital in gradual, successive rounds. Their primary investment interests lie in sectors including business services, technology, energy, real estate, healthcare, financial services, and biotechnology, among others.Key individuals associated with EFO Holdings include William P. Esping, who serves as a Managing Partner and is also identified as a founder. Other team members listed in various capacities include Ballard Castleman, David Goduti, Robert Grammen, Brad Johl, Payne Lancaster, Charles N Rolfe, and Robert O Rolfe. These individuals contribute to the firm's investment and management activities, leveraging their collective experience across diverse industries and financial instruments.It is important to note that on December 19, 2012, EFO Holdings filed a voluntary petition for liquidation under Chapter 7 in the U.S. Bankruptcy Court for the Northern District of Texas. Despite this historical event, the firm continues to be referenced in various investment databases as an active entity, suggesting a potential restructuring, continuation of family office operations under a similar umbrella, or a focus on specific investment vehicles post-liquidation.

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.