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FAMILY OFFICE

Arlington Expands to Dallas, Bringing Its Multi-Family Office Model to Texas

Arlington, an independent multi-family office providing multi-disciplinary services to selected ultra-high net worth families, announced it will open a Texas office at the historic Old Parkland campus in Dallas.

By James Taylor
Head of Partnerships, Private Markets Group Ltd

Dallas, Texas skyline at dusk

Arlington, an independent multi-family office providing multi-disciplinary services to selected ultra-high net worth families, announced it will open a Texas office at the historic Old Parkland campus in Dallas. The office is scheduled to open in September 2026. The new location extends a business Arlington has built organically since 1998. Since its founding, Arlington has established a distinct model of service centred on the belief that a family office has one purpose: to Build a Better Family®.

The firm oversees more than $16 billion in Assets Under Stewardship for 84 families and 870 Souls Under Management ®, with 67 team members holding 42 advanced designations between them. Arlington has built its reputation on a foundation of deep, multi-disciplinary expertise and long-term partnership across tailored investment solutions in both public and private markets, wealth management, legacy planning, and fiduciary, tax, and philanthropy services.

"Our expansion into Dallas is a natural evolution of our commitment to provide a high-touch, boutique experience for our clients," said Ken Polk, CEO and Founder of Arlington. "Old Parkland provides an environment that reflects the spirit of excellence of both our firm and the families we serve. By establishing a permanent presence in Dallas, we are better positioned to serve our existing client families in Texas, build new client relationships, and add great talent to our team.

This opportunity only enhances our unique position and our commitment to a model of family office service prioritizing the growth of a family's human capital alongside the growth of its financial capital." As the firm expands to Dallas, it brings with it a proven model and position as the Purpose-Governed Family Office – an identity defined by the values that have anchored Arlington since its inception: Built Organically: Arlington's growth is fueled by entrepreneurialism, internal innovation, and meticulous bespoke service rather than external acquisition.

Owned Independently: The firm has taken no outside capital investment. Every owner works inside the business and directly with client families, aligning the firm's interests with the families it serves. Protected Permanently: Through a Delaware perpetual purpose trust, Arlington has codified its independence, safeguarding the firm's long-term autonomy and insulating it from the pressures of short-term value extraction.

"The continued rise of Dallas and Texas as centers of business, entrepreneurship, and wealth creation makes this an exciting next chapter for Arlington," said Stephen Rowe, President of Arlington. "We believe deeply in the long-term potential of this market and in the opportunity to serve families whose ambitions extend beyond building financial capital to creating a lasting legacy." The Dallas office will join Arlington's existing locations in the historic John Hand Building in Birmingham, Alabama, and the restored Courtney House in Franklin, Tennessee.

Each location is deliberately curated to give visiting client families an environment built for collaboration and long-horizon planning. For more information about Arlington and its commitment to purpose-governed stewardship, visit www.arlington.com. About Arlington Arlington® is a multi-family office providing multi-disciplinary services to selected ultra-high net worth families. With a mission to Build a Better Family®, Arlington serves 84 families across the United States through its team of 67 team members holding 42 advanced designations.

The firm oversees more than $16 billion in Assets Under Stewardship (i.e., client family assets for which Arlington provides asset management, advice, custody, or administration). Trust, fiduciary, investment advisory, and custody services are provided by Arlington Trust Company®, LLC. Known for its entrepreneurialism, independence, and long-term focus, Arlington is a purpose-governed firm dedicated to the preservation and growth of family wealth across generations in service to the well-being of each family member.

Company information is available at www.arlington.com and follow the firm on LinkedIn.

Reported by UKFOS from the company's announcement.

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