Arlington Expands Its Unique Family Office Services into Dallas, Texas

Arlington, an independent multi-family office, is taking a significant step in its growth strategy by opening a new office in Dallas, Texas, located at the historic Old Parkland campus. Scheduled to begin operations in September 2026, this expansion is a natural progression of Arlington's commitment to providing high-touch, bespoke services to ultra-high net worth families.

Since its inception in 1998, Arlington has developed a distinctive model that underscores its mission to "Build a Better Family®". The firm currently manages assets exceeding $16 billion on behalf of 84 families, showcasing its depth of knowledge and expertise in various fields. With a talented team of 67 professionals holding a remarkable 42 advanced designations, Arlington prides itself on delivering tailored investment solutions that include both public and private markets, wealth management, legacy planning, as well as comprehensive fiduciary, tax, and philanthropy services.

Ken Polk, the CEO and Founder of Arlington, remarked on the strategic significance of this new location. He expressed, "Old Parkland offers a setting that reflects the professionalism and dedication that we embody as a firm, as well as the aspirations of the families we serve. Establishing a physical presence in Dallas will empower us to better support our existing Texas-based clients, foster new professional relationships, and attract exceptional talent to our team."

As Arlington positions itself in Dallas, it is not only extending its geographical footprint but also reinforcing its identity as a Purpose-Governed Family Office. This definition stems from fundamental values, providing a foundation for the firm’s engagement with its clients. Arlington emphasizes three core principles that guide its operations:

1. Built Organically: The firm’s growth is primarily driven by entrepreneurial spirit, innovative solutions, and meticulous personalized service. Unlike many competitors, Arlington does not pursue external acquisitions but focuses on nurturing its existing relationships and offerings.

2. Owned Independently: Arlington maintains complete control over its operations by forgoing outside capital investment. Each of its owners is actively involved in the business and collaborates directly with client families, ensuring that the firm's objectives align with the interests of the families it serves.

3. Protected Permanently: The establishment of a Delaware perpetual purpose trust secures the firm's independence. This structural arrangement guarantees long-term self-governance and protection against the impulses for short-term gains that can compromise the quality of service.

In discussing the expansion, Stephen Rowe, President of Arlington, shared his enthusiasm for the Dallas market, stating, "The ongoing development of Dallas and Texas as prominent hubs for business, innovation, and wealth accumulation presents an exciting chapter for Arlington. We have a strong conviction in the long-term advantages of this market and the potential to assist families looking to build a legacy that transcends monetary wealth."

The new Dallas office marks Arlington's third location, complementing its existing offices in the historic John Hand Building in Birmingham, Alabama, and the elegantly restored Courtney House in Franklin, Tennessee. Each office has been deliberately curated to foster collaboration and long-term strategic planning for visiting family clients.

For those interested in exploring Arlington's unique approach to purpose-governed stewardship and learning more about their comprehensive services, the firm encourages visits to their website at www.arlington.com.

Arlington is committed to supporting ultra-high net worth families across the United States by offering an array of multi-disciplinary services tailored to build and preserve family wealth across generations. Recognized for its independence, entrepreneurial ethos, and focus on long-term relationships, Arlington remains dedicated to ensuring the well-being of each family member it serves.