family offices and investments

Embark Founder Launches Dallas-Based Ashla, a Next‑Gen Family Office and Venture Platform

by | Dec 10, 2025
Paul Allen—known for founding the Dallas-based financial consulting and advisory firm Embark on a "Happy Works" philosophy—is now extending that people-first principle to Ashla, a platform that builds and invests in companies designed to make work, community, and innovation "more human."
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Talent, Innovation Spur North Texas Expansion of Ultra-High-Net-Worth Wealth Manager EPIQ Capital
by | Nov 9, 2023
Christine Leong Connors, a former leader at J.P. Morgan’s Private Bank in Northern California, says EPIQ now has more people in Dallas than at its San Francisco headquarters.
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