The Palmetto Distinction
Palmetto Capital was founded on a simple belief: that Texas family offices deserve institutional-grade investment management delivered with personal high-touch partnership and regional understanding.
We tailor every mandate to the individual needs, liquidity goals, and legacy objectives of the families we serve — designing strategies around them rather than fitting them into pre-set funds. Our partners work directly with family office principals and institutional allocators alike, ensuring transparency, accountability, and shared conviction in every decision.
While our work remains centered on family offices, we operate with the same discipline, underwriting rigor, and structural precision expected by sophisticated institutional investors. This allows us to create opportunities in which families can invest confidently alongside institutional capital when appropriate, blending the relational trust of private partnership with the clarity and execution standards of institutional practice.
The outcome is a model rooted in proximity — proximity to our investors, to our assets, and to the markets we know best — while still capable of bridging family and institutional perspectives where it enhances alignment and performance.
Palmetto Capital is intentionally small, deliberately local, and uncommonly personal: managing capital not merely from an institutional perspective, but as a true family partner reinforced by institutional-quality discipline.
Our Strategic Approach
Our approach begins with listening — understanding each family’s story, liquidity needs, and long-term ambitions before recommending a single investment. We combine rigorous, data-driven underwriting with an appreciation for the nuance behind every decision: tax posture, generational transitions, and lifestyle priorities.
At the same time, our work is powered by a second, equally important driver: making the ever-evolving Texas real estate landscape legible and accessible to global flows of capital. As endowments, pensions, sovereign funds, and other institutions increasingly seek exposure to Texas industries and markets, we translate “boots on the ground” regional relationships and insights into institutional-grade clarity — bridging local opportunity with global capital while preserving the alignment, control, and discretion our families expect.
This dual perspective allows us to select and structure opportunities that resonate at both the family level and the institutional level, without allowing one to distort the priorities of the other.
From acquisition through execution, Palmetto operates with transparency and precision. We source directly, structure intelligently, and manage actively — ensuring that risk, reward, and responsibility remain in balance throughout the life of an investment. And while our structures are designed first and foremost for families, they are executed with the sophistication required to stand alongside institutional partners when such partnerships create value without compromising alignment.
Whether it is a single-asset partnership or a multi-asset platform, our approach remains constant: disciplined analysis, deliberate structure, and finely-tuned alignment with the families and institutions we serve.