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family offices
Christine Leong Connors, president of EPIQ Capital Group, says the multi-family office and investment firm emphasizes the human side of wealth management. Its recently unveiled brand identity, symbolized by a gold fingerprint, reflects that personal touch. "One-size-fits-all is inadequate," she told Dallas Innovates. "Every client has an inherent uniqueness." [Sources: Logo and photo, EPIQ; image DI]
Talent, Innovation Spur North Texas Expansion of Ultra-High-Net-Worth Wealth Manager EPIQ Capital
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.
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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by Quincy Preston |
Mar 9, 2023
As more families in North Texas look to diversify their portfolios and invest in promising startups, new investment opportunities are being given more attention than ever before. For founders, family offices are proving to be attractive partners with their flexibility and longer-term investment horizons. But how are the family offices themselves finding success in the venture landscape? Here's what experts have to say, along with some advice for startups.
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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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[Image: dem10/iStockPhoto]
Follow the Money: Studio Movie Grill Reels in $100M; Rent My Wardrobe Closing on $1M, Authentix Buys UK Firm
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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