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Edgemont Advisors Overview
Type
Family Office - Multi
Year Founded
2001
General Information
Edgemont Advisors is a multi-family office headquartered in Dallas. Founded in 2010, the firm structures diversified portfolios and holistic estate, tax, and philanthropic plans for affluent families, aligning independent advice with transparent fees while coordinating outside managers, legal counsel, and accountants to advance client goals—guiding multigenerational wealth through disciplined, conflict-free oversight, proactive risk management, and rigorous performance monitoring.
Contact Information
Website:
Website:
https://www.edgemont.com/
Year Founded:
2001
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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