Profile Preview — Altss
Lee Financial Overview
Type
Multi Family Office
Year Founded
1975
General Information
Lee Financial is a multi-family office headquartered in Dallas. Founded in 1975 by Richie Lee, the firm originated from his fee-only wealth management practice and continues to advise multiple generations of entrepreneurial families on investment management, estate planning and human capital development. It operates as an independent registered investment adviser, allocating capital across public and private markets and offering integrated financial planning designed to preserve and grow intergenerational wealth.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters