The family office directory for dealmakers.

Woodley Farra Manion Portfolio Management was founded in 1995 by Donald F. Woodley and George S. Farra. It is a US investment advi…

CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to incl…

EQ Investors is a UK-based investment firm founded in 2011 and headquartered in London. EQ Investors also manages the charitable E…

Finezia is an independent asset manager offering multi-family office services in Luzern, Switzerland, with an additional office in…

FMD Financial, based in Melbourne, Australia, was founded in 2001 by Adam Davenport and Greg Fagan. It is an independently owned f…

Lee Financial is a wealth management firm founded in 1975 by Richard R. Lee, Jr., based in Dallas, Texas, serving private and inst…

mForce Capital (“mFC”) is an American multi-family office based in Texas. The firm’s investment services are provided by Sanctuary…

Segura & Jesberger GmbH (“Segura & Jesberger”) is a multi-family office headquartered in Frankfurt, Germany. Founded in 2016 by pa…

Titanium is a Finnish group independent of banking groups, which focuses on funds, investment and asset management services, and i…

Belzberg & Co is an investment platform established in 2021 that manages capital for a wider group of families beyond the original…

Austin Asset is a fee-only wealth management and family office advisory firm that provides comprehensive financial planning and as…

Greenwood Capital, founded in 1983, is an investment management firm based in Greenville, South Carolina.The firm's investment app…

Greenwood Gearhart is a comprehensive wealth management and multi-family office serving high-net-worth families nationwide since 1…

Spring Mountain Capital, founded in 2001 by John Steffens, is a New Jersey, US–headquartered private investment management firm fo…

New Harvest Wealth Securities, established in 2016 as iGoldenbeta Securities and located in Hong Kong, is a wealth management firm…

Sageworth Holdings LLC (“Sageworth”) is a trust company which offers multi-family office services. Founded in 2001 by Timothy Brow…

Röda Korset (Swedish Red Cross), founded in 1865, is a humanitarian non-profit organization headquartered in Stockholm and operate…

Diversified Management, Inc. is a US investment advisory firm founded in 1993 and based in Milwaukee, Wisconsin.CIO Michael P. Ega…

Lemantrust SA is a Swiss multi-family office founded in 1990 that provides independent wealth management and advisory services to …

Richard C. Young & Co. is a US wealth management firm founded in 1989 with offices in Florida and Rhode Island. The firm offers a …

Financial Management Network is a US-based comprehensive wealth and financial advisory firm established in 1991 and headquartered …

Aura Group is a multi-family office founded in 2009 by Eric Chan and Calvin Ng in Australia. The firm is now headquartered in Sing…

The Corundum Group is a US wealth management firm founded in 1992 and based in Colorado Springs.As of December 31, 2024, the firm …

The Eric & Wendy Schmidt Fund for Strategic Innovation is a US private foundation established in 2014 by Eric Schmidt, executive c…

INFIBA Vermögensverwaltungs AG (“INFIBA”) is a Swiss wealth manager that was founded in 2001 by Rene Sidler. The firm employs betw…

Barratt & Cooke is an investment management firm founded in 1880 by Legh Barratt and headquartered in Norwich, UK. Investment Dire…

Bentley Reid Group (“Bentley Reid”) is a multi-family office that was founded in 1979. The firm has offices in London and Hong Kon…

Candy Capital is a single-family office established by British entrepreneur Nick Candy that manages his personal business interest…

Global Strategic Investment Solutions LLC (“Global”) is a US wealth management firm that provides family office services, founded …

IPGL is a family office established by British entrepreneur Michael Spencer to manage his business interests and make venture capi…

Nectar is an investment company headquartered in Amsterdam, Netherlands, and was established in 2021 by Justin de Ridder and Rick …

years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management.…

AWM is a family office and wealth management firm serving professional athletes, founders, and venture capitalists.CIO Justin Dyer…

Legacy Capital, owned by Legacy Capital Wealth Holdings, LLC, is a US investment advisory firm founded in 1977 and headquartered i…

Anderson, Hoagland & Company is a US investment advisory firm founded in 1980 and headquartered in St. Louis, Missouri.As of Decem…

South Central Inc invests in durable manufacturing, integration, and service businesses with $15+ million revenue and $2.5+ millio…

Ehrenkranz Partners advises high-net-worth families on investment management, estate structuring, and tax strategy across asset cl…

Intrua Financial (d/b/a Freedom Wealth Alliance) is a US-based wealth management firm founded in 2014 and headquartered in Brookfi…

OFS Wealth is a US investment management firm based in McLean, Virginia.…

Willis Johnson & Associates (WJA), founded in 1996, is a US wealth management firm based in Houston, Texas. CIO Nick Johnson spear…

Caisse de Retraite Paritaire de l'Artisanat du Bâtiment du Canton du Valais is a public pension scheme for employees in the buildi…

AlphaSwiss Partners SA (“AlphaSwiss”) is a Swiss multi-family office that was founded in 2014. The company has around 15 employees…

Blu is a discretionary investment manager that implements a passive, market-based investment philosophy without reliance on macroe…

Blu is a London based, multi-family office and investment manager helping our clients to protect, invest and grow their wealth. We…

Children's Minnesota (also known as Children's Health Care) is a pediatric healthcare provider founded in 1995 and headquartered i…

Background to the wealth of Michael John Horvitzis a son of Harry R Horvitz and a grandson of Samuel Horvitz (1889-1956) who estab…

Steadyhand is a wealth management firm established in 2006 and headquartered in Vancouver, Canada. The firm invests client assets …

CornerCap is a wealth management and OCIO firm founded in 1989 and based in Atlanta, Georgia. The firm serves individuals through …