Key Takeaways
- • Arlington, a multi-family office with about $16 billion in assets under stewardship, is opening a permanent Texas office in the Old Parkland area of Dallas.
- • The Dallas office extends a business presence Arlington says it has built organically in Texas since 1998.
- • The new location joins Arlington's existing offices in the historic John Hand Building in Birmingham, Alabama, and the restored Courtney House in Franklin, Tennessee.
- • CEO and founder Ken Polk says the office will better position the firm to serve existing Texas client families, win new relationships, and add talent.
Summary
Arlington, a multi-family office with about $16 billion in assets under stewardship, has announced it is opening a Texas office in the Old Parkland area of Dallas. According to the firm, the move formalizes a business presence it has developed organically in the state since 1998, and it marks the establishment of a permanent physical presence there.
The Dallas location will join Arlington's existing offices in the historic John Hand Building in Birmingham, Alabama, and the restored Courtney House in Franklin, Tennessee. The firm describes its model as a high-touch, boutique experience for client families, and says the Old Parkland setting reflects the standards of excellence it applies to both the firm and the families it serves.
Ken Polk, CEO and founder of Arlington, said that a permanent Dallas presence will allow the firm to better serve its existing client families in Texas, build new client relationships, and add talent to its team. Trust, fiduciary, investment advisory, and custody services are provided through Arlington Trust Company, LLC. The source does not disclose details on office headcount, timing of the opening, or investment in the new location.
The Dallas location will join Arlington's existing offices in the historic John Hand Building in Birmingham, Alabama, and the restored Courtney House in Franklin, Tennessee. The firm describes its model as a high-touch, boutique experience for client families, and says the Old Parkland setting reflects the standards of excellence it applies to both the firm and the families it serves.
Ken Polk, CEO and founder of Arlington, said that a permanent Dallas presence will allow the firm to better serve its existing client families in Texas, build new client relationships, and add talent to its team. Trust, fiduciary, investment advisory, and custody services are provided through Arlington Trust Company, LLC. The source does not disclose details on office headcount, timing of the opening, or investment in the new location.
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