Updated:
Forrest Forsdick Lipscomb
Forrest Forsdick Lipscomb established the family office in Dallas after building Lipscomb Insurance Group. His sons Charles F. Lipscomb and James W.
Forrest Forsdick Lipscomb
Forrest Forsdick Lipscomb established the family office in Dallas after building Lipscomb Insurance Group. His sons Charles F. Lipscomb and James W. Lipscomb now serve as principals. The structure centers on internal management of the insurance-derived wealth. Investment activity spans private equity, real estate, collectibles and insurance-linked instruments. Geographic reach stays within North America. No specific portfolio holdings or co-investors appear in public records. Team size and AUM remain undisclosed. The insurance brokerage itself was integrated into Symphony Risk Solutions, with client service continuing under the new parent. Lipscomb Family Foundation operates as the separate philanthropic vehicle. Succession passed directly from founder to the two sons, with board roles at local institutions such as Fossil Rim Wildlife Center and Dallas Historical Society providing additional governance exposure.
General information
Firm type
Single Family Office
Year founded
1960
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, United States
Principals
Charles F. Lipscomb
Principal of Lipscomb Insurance Group
James W. Lipscomb
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Forrest Forsdick Lipscomb?
Charles F. Lipscomb and James W. Lipscomb serve as principals. Decisions stay internal to the family.
Where does the underlying wealth come from?
The capital originated from Lipscomb Insurance Group, founded by Forrest Forsdick Lipscomb.
Does Forrest Forsdick Lipscomb participate in fund commitments or only direct deals?
Public records do not disclose the mix of fund commitments versus direct investments.
Does Forrest Forsdick Lipscomb maintain philanthropic structures?
The Lipscomb Family Foundation handles philanthropic activity separately from the investment office.
What is Forrest Forsdick Lipscomb's known posture on co-investments?
No information on co-investment activity with external managers is available in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: