# Forrest Forsdick Lipscomb

Forrest Forsdick Lipscomb is a Single Family Office based in Dallas, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 1960
- **Assets under management:** Undisclosed
- **Website:** lipscombinsurance.com
- **LinkedIn:** https://www.linkedin.com/company/lipscomb-insurance-group-inc

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- FinTech
- Industrial Tech
- Luxury
- Supply Chain & Logistics
- InsurTech

## People

- Charles F. Lipscomb — Principal of Lipscomb Insurance Group
- James W. Lipscomb — Principal

## 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.

### 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.

## Related profiles

- [Forest Lane Capital](https://altss.com/profile/forest-lane-capital)
- [Förster Und Franke](https://altss.com/profile/f-rster-und-franke)

---

Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/forrest-forsdick-lipscomb

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology