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family offices
Ashla Founder Paul Allen gives his son a ride [Composite image; source: Ashla]
Embark Founder Launches Dallas-Based Ashla, a Next‑Gen Family Office and Venture Platform
by Sandra Engelland | 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."
by Lance Murray |
May 16, 2024
LCM's oversubscribed second fund attracted diverse global investors. The firm, founded in 2015, has some $550 million in assets under management to date.
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by Glenn Hunter |
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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by David Seeley |
Mar 16, 2023
In our recent 2023 issue of Dallas Innovates magazine, we reported on a panel discussion about family investment offices that was held late last year at the annual Venture Dallas conference. During the panel session, Luttrell spoke about the single-family-office LCM Group, and how it views startups as driving innovation.
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An exterior view of a building in Charles Schwab's Westlake campus. [Image: Charles Schwab]
Charles Schwab Corp. Acquires The Family Wealth Alliance
by Lance Murray | Jan 24, 2023
Westlake-based Schwab said that Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industrywide relationships, thought leadership resources, and connections—along with technology—to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
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by Payton Potter |
Sep 6, 2019
Hear from the nine members of Venture Dallas' host committee on why the investment-focused event matters in Dallas-Fort Worth and beyond.
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by Lance Murray |
Apr 4, 2019
You’ll also find news from RevTech, Theatro, Glass-Media, Lavabit, BAG Corp., and FleetPride in this roundup of funding, merger, and acquisition activity involving companies and investors in North Texas.
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by Jeff Bounds |
Jan 29, 2019
Looking for startup capital? Dallas-Fort Worth has a powerful landscape of early-stage funders, from family offices to angels and VCs to institutional investors. Successfully finding the funds takes knowing where—and how—to look.
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