The family office directory for dealmakers.

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…

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 …

FinMark Capital Limited, founded in 2020 and regulated by the DFSA, is a Dubai-based firm providing investment management services…

L. Roy Papp & Associates, founded in 1978 by L. Roy Papp, is an investment adviser headquartered in Phoenix, Arizona.The firm's in…

Consolidated Portfolio Review is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, est…

Founded in 2007 by Jonathan Blain, IPS Capital LLP (“IPS”) is a UK-based investment management firm which offers wealth planning f…

Strategic Family Wealth Counselors is a US-based independent firm founded in March 2000 and headquartered in Fairfield, New Jersey…

Seven Springs Wealth Group LLC ("Seven Springs") is a wealth management firm with family office services founded in 2005. Original…

Daimler Trucks North America LLC is an automotive industry manufacturer of commercial vehicles headquartered in Portland, Oregon, …

Galvin Gaustad & Stein is a US wealth management firm founded in 2010 by Stephen Galvin, Stephen Gaustad, and Mark Stein in Scotts…

Hottinger Group works with families to develop multi-generational investment charters aligned with long-term objectives, using an …

Hottinger Group is an independently-owned multi-family office providing bespoke wealth management and investment advice to familie…

OneFamily is a member-owned, UK provider of financial services, such as savings, investments and insurance products. The company w…

The National Trust is a UK not-for-profit organization located in Swindon and established in 1895 with the mission to protect the …

Founded in 1997, Casa De Bastian Activos, SL (“Casa De Bastian Activos”) is the single-family office of Modesto Álvarez Otero and …