Company lists · Data refreshed September 2026

Top 20 Family governance consultants based in Dallas, United States

RevenueBase identified 32 family governance consultants headquartered in Dallas, United States as of September 2026 and tracks 455 professional contacts across them, including 293 with verified work emails. New York is the largest hub.

This list covers family governance consultants headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
32Companies
455Contacts tracked
293Verified emails
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The 20 largest family governance consultants based in Dallas, United States

Ranked by team size
Top 20 of 32 family governance consultants based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to family governance consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 2026201-500206 contacts →

Indirect evidence

“At Tolleson, we're all about building relationships and strengthening financial futures.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20080 contacts →

Partial evidence

“True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-5026 contacts →

Partial evidence

“Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-1014 contacts →

Partial evidence

“CD Wealth Management is a Dallas-based financial advisory and private wealth management practice servicing families, corporate executives, closely held businesses, people in…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202651-20011 contacts →

Partial evidence

“First Hyperion partners with family-built, values-driven chemical distribution businesses to preserve what made them successful while helping them grow for the long term.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-109 contacts →

Partial evidence

“Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceDallas, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

“Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity partnership that provides access to a wide range of tax & capital-efficient solutions, as…”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Orchid Advisory is a multi-family office based in Dallas, TX working with a small number of multi-generational families.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Opus Wealth Management specializes in families that need help coordinating all facets of their planning.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

Family Dynasty, LLC offers families consultation and educational services.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Palmetto Capital was founded on a simple belief: that Texas family offices deserve institutional-grade investment management delivered with personal high-touch partnership and…”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 202611-503 contacts →

Partial evidence

“The Legacy Forum™ is the leading concierge firm providing bespoke programs and services to ultra-high-net-worth (UHNW) clients who want to build and protect their Family Legacy.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Changegoat is a Dallas-based private capital advisory firm serving investors, family enterprises, and operating companies.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“A solo attorney committed to helping clients with their Family Legacy and Business plans.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Halcyon is a boutique, family office that specializes in providing highly personalized and proactive financial planning and investment management services to business owners…”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Sparrow Family Office Consulting is a firm dedicated to serving the small to midsized family office and the ultra-wealthy.”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceDallas, TX, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Provision Family Office Solutions offers ancillary financial services to individuals, families and foundations that are presently unmet or partially met by existing advisors to…”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 20 of 32 family governance consultants based in Dallas, United States

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Family governance consultants based in Dallas, United States at a glance

As of Sep 20, 2026
64.4%Verified-email coverage
14.2Average contacts per company
1-10Median size (employees)
231.2%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
5
51-200
2
201-500
1

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 32 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family governance consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dallas, United States whose own description of what they do matches “family governance consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family governance consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among family governance consultants, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 293 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family governance consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many family governance consultants are there based in Dallas, United States?

RevenueBase identified 32 family governance consultants headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Tolleson Wealth Management, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most family governance consultants?

New York leads with 74 headquartered companies, followed by Houston (37) and Miami (37).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 293 verified decision-maker contacts tracked across these 32 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.