The family office directory for dealmakers.

Focus Partners Wealth, LLC is a registered investment adviser offering integrated wealth management, family office, and business m…

The Woodbridge Company Ltd (“Woodbridge”) is a Canadian holding company and single-family office based in Toronto.…

Greenleaf Trust's Family Office serves high-net-worth families with multigenerational wealth management solutions, focusing on pre…

Background to the wealth of The Hershey Trust CompanyThe Hershey Trust Company is responsible for the management of the financial …

Fiduciary Trust Company is a leading financial services firm that specializes in wealth management, investment services, and trust…

Soros Fund Management invests globally across diverse asset classes including public and private equity, credit, fixed income, for…

Glenview Trust Company, founded in 2001, is a US investment advisory firm headquartered in Louisville, Kentucky.The firm's investm…

Curi Capital LLC (“Curi”) is an investment advisor and provides family office services. The firm is based in Chicago and has ten o…

Central Trust Company serves as the private banking division of Central Trust Bank, a US institution established in 1902 and headq…

WIT LLC is a family office for the Walton family and is owned by Walton Enterprises LLC. The firm was founded in 2019. WIT is an a…

Kent Insley | Head of Portfolio Management | Head of Portfolio Management | kent.insley@alti-global.com | https://www.linkedin.com…

Freemont Capital Pte Ltd, founded in 2022, is a Singaporean asset management company and single-family office that manages several…

Thorsten Schrieber | Member of the Executive Board | Baord Member | thorsten.schrieber@dje.de Jörg Dehning | Senior Portfolio Mana…

Compound Planning is a digital family office serving tech founders, employees, investors, entrepreneurs, professionals, and retire…

Yarbrough Capital is the family office of Jon Yarbrough, founder of the firm Video Gaming Technologies, which he sold in 2014…

Trajan Wealth [STRATEGIES] Growth, Venture (General) [LOCATION] Scottsdale…

[CRD] 000106779…

About GenTrust, LLCGenTrust, LLC (“GenTrust”) is a multi-family office that was founded in 2011. The company is headquartered in M…

SEB Private Wealth Management & Family Office, the private wealth division of Skandinaviska Enskilda Banken Group, was established…

Scotia Capital is a Mining Group.…

Citi Global Wealth, established in January 2021, is the combined wealth management division of Citigroup, unifying Citi Private Ba…

Biltmore Family Office guides families through intergenerational wealth management by integrating planning, investing, and educati…

LPL Financial, founded in 1989 and based in Fort Mill, South Carolina, US, provides an integrated platform of technology, brokerag…

Santander's Family Office service guides families in designing, building and managing their family offices and wealth. They offer …

Julius Baer is a private bank founded in 1890 and headquartered in Zurich, Switzerland.The investment approach is led by Group CIO…

Vistra AG “Vistra” is a global group providing wealth management, business and fund services to private clients, funds and corpora…

HSBC Global Private Banking, founded in 1999, is an investment management firm based in London, UK.The firm and HSBC Asset Managem…

Colony Family Offices (“Colony”) is a Charlotte, North Carolina-based multi-family office. Founded in 2013, the firm maintains two…

360 One Wealth is the wealth management division of Indian financial services company 360 One. It was founded in 2008 and is headq…

Harel Finance is the investment arm of Harel Group, established in 1935 and headquartered in Ramat Gan, Israel. It specializes in …

Ken Fisher's family office manages approximately $5.1 billion in personal wealth through Fisher Investments, a fee-only investment…

Investec Wealth & Investment International was founded in 1829 and serves as the wealth management arm of the Investec Group, base…

LGT Private Banking is part of LGT Group, a private banking institution based in Vaduz and owned by the Princely House of Liechten…

Published 2025 Investment Insights report showing 83% of single-family offices plan to increase private market allocations…

CIMB Private Banking, headquartered in Petaling Jaya, is the wealth management arm of CIMB Group serving high-net-worth individual…

BlackRock OCIO, a subsidiary of BlackRock, is a New York City-based investment management firm that serves as an outsourced chief …

Oversea-Chinese Banking Corporation (OCBC) Group is a Singaporean multinational banking and financial services corporation founded…

Formue provides comprehensive wealth management and capital allocation services for families and foundations with substantial asse…

Sanctum Wealth is an investment management firm headquartered in Mumbai, India. The firm was founded in 2016 by Shiv Gupta through…

Independent Family Office, LLC is a boutique registered investment adviser founded in 2005 that serves high net worth individuals …

Lombard Odier is a private bank and investment firm founded in 1796 and headquartered in Geneva, Switzerland. It provides discreti…

Commonwealth Financial Network is a US investment adviser founded by Joseph Deitch in 1979 and headquartered in Waltham, Massachus…

UBP Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment …

Mackenzie Investments is a Canadian wealth management firm founded in 1967 and based in Toronto, Ontario.Co-CIOs Steve Locke and L…

EFG International, founded in 1995, is a global commercial banking group offering private banking and asset management services he…

MLC, founded in 1886, is a financial planning network in North Sydney, Australia. The firm is part of IOOF Holdings Ltd, an Austra…

LGT Asia Pacific is part of LGT Private Banking, the wealth management arm of LGT Group, the financial institution owned by the Pr…

Societe Generale Private Banking is the wealth management arm of the French multinational bank Societe Generale. The firm has a gl…