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FlexEquity LLC Overview
- Type
- Multi Family Office
General Information
FlexEquity LLC is a multi-family office headquartered in Westlake, United States. The firm oversees holistic wealth management for multiple high-net-worth families, coordinating discretionary public-market portfolios, direct private investments, and real-estate holdings alongside integrated tax, philanthropy, and succession planning services. It partners with specialized managers and co-invests in lower-middle-market companies to balance capital preservation with growth—deploys tailored investment management and estate-planning solutions.
Contact Information
- Website:
- https://www.flexequitygroup.com
- Year Founded:
- Open To First Time Funds:
- Institution Type:
- Multi Family Office
- Corporate Office:
- Westlake, TX, United States
Investment Focus & Strategy
Leadership & Principals
Portfolio & Notable Allocations
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