One Firm for Your Full Financial Picture

1976

Year Founded

$534M

Assets under management

As of 12/31/2025

300+

Transactions Closed

Since 1976

15+

Robertson Professionals

What We Do

Institutional Capabilities, Boutique-Level Service

Large institutions give their biggest clients one relationship for everything: family office services, wealth and asset management, investment banking, financing and co‑investment.

We provide the same integrated model to the founders, families and individuals below the big banks’ minimums, with senior-led, boutique-level service for every relationship.

Our Approach

Wealth Management

Portfolios Built Around Everything You Own

Discretionary portfolio management, family office advisory and access to private investments that rarely reach a platform — for individuals, business owners and families with multi-decade horizons.

For Individuals

For Business Owners

For Families

Investment Banking

Integrated Advisory for Founder-Owned Businesses

Sale, recapitalization and capital formation advisory for founder and family-owned businesses, integrated with our wealth practice so the value you build is the value you keep.

Mergers & Acquisitions

Capital Formation

Transactions

Downtown Houston towers with American flag

Historic Harris County courthouse dome in downtown Houston

Who We Are

One of America’s First Family Offices

Robertson was founded in 1976 by W. Michael Robertson, who had already built one of the first family office operations in the country inside Bache Halsey Stuart Shields, then the second-largest investment bank in America.

One firm, responsible for the whole of a family’s financial life, is not something we added. It is how we were founded.

Our Heritage

Robertson Professionals

Our People

Our bankers, advisors and portfolio managers built their careers at global institutions and at firms they founded. Today they bring that experience to every client relationship.

Meet Our Team