# Westerman Family Office

Westerman Family Office is a Single Family Office based in Addison, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Addison, United States
- **Region:** North America
- **Address:** Addison, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** westermanfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/search/results/companies/?keywords=Westerman%20Family%20Office

## Regulatory record

- **Reports private funds:** No

## About

Westerman Family Office was established in 2011 by the Westerman family. Howard G. Westerman Sr. built the underlying wealth through J-W Energy Company, a Dallas-area provider of natural gas compression and energy services. The office deploys capital through direct co-investments, SPVs, fund-of-funds commitments and hedge fund allocations. Holdings span private equity, real estate, natural resources and philanthropic vehicles. Geographic reach covers North America and Oceania. Confirmed sector exposure includes Healthcare Services, FinTech, Energy Transition & Renewables and AgriTech & FoodTech. The Westerman Foundation operates alongside the office. Multiple family members hold trustee or director roles. No verifiable operational events from the last 24 months appear in available records.

## Sectors

- Healthcare Services
- FinTech
- Energy Transition & Renewables
- AgriTech & FoodTech

## People

- Howard G. Westerman Sr. — Founder
- Paul D. Westerman — Trustee and Director
- Avril Westerman — Chief Investment Officer
- Katy Berger — President

## Questions

### Who runs investment decisions at Westerman Family Office?

Avril Westerman holds the Chief Investment Officer title. Paul D. Westerman serves as Trustee and Director. Katy Berger acts as President of the LLC.

### Does Westerman Family Office participate in fund commitments or only direct deals?

The office uses both direct co-investments and SPVs as well as fund-of-funds commitments.

### What investment stages does Westerman Family Office typically target?

The firm focuses on long-term holdings without a stated preference for early-stage or late-stage opportunities.

### Does Westerman Family Office maintain philanthropic structures?

The Westerman Foundation exists as a separate philanthropic vehicle.

## Related profiles

- [Wessel Management](https://altss.com/profile/wessel-management)
- [White Cloud Capital](https://altss.com/profile/white-cloud-capital)

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

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