The family office directory for dealmakers.

The Masonic Homes of California is a US non-profit organization headquartered in Union City, California. It was founded in 1898 to…

Sargent Investment Group LLC is a wealth management company that provides investment management services to high-net-worth individ…

Portolani is an independent multi-family office. Our mission is to enable families in steering their wealth throughout their finan…

Allié Family Office LLC (“Allié”) is a Peruvian multi-family office founded in 2019. The company, established by Bruno Ghio, has a…

Sept Finance SA (“Sept”) is a wealth management firm providing additional family office services. The firm resulted from the merge…

Shepherd Financial Partners is a US investment management firm founded in 1988 by Robert Mark Shepherd and headquartered in Winche…

SBK Financial (d/b/a WealthCrossing) is a US investment advisory firm founded in 2005 and headquartered in Richmond, Virginia.…

Frind Properties Ltd. is the family office of German/Canadian software technology entrepreneur Markus Frind, who was born in 1978 …

Delcap is a wealth management firm founded in 2007 by CEO Jean-Jacques Delori and based in Brussels, Belgium.CIO Denis Sagaert, wh…

KSW Vermögensverwaltung AG (“KSW”) is an asset management firm offering multi-family office services. Based in Nürnberg, Germany,…

Vestey Holdings is a fourth-generation, family-owned business founded in 1890 that invests in and operates food companies across v…

Akin Gump Strauss Hauer & Feld, founded in 1945 by Robert Strauss and Richard Gump, is an international law firm headquartered in …

Insight Wealth Strategies, founded in 2002 by David Chazin, is an investment advisory firm headquartered in San Ramon, California.…

Sagard Wealth was established in 2002 with the launch of Sagard in Europe by the Desmarais family and other European industrial fa…

Hilltop Family Office is a multi-family office registered as doing business as (“DBA”) for Hill Investment Group Ltd (“HIG”), mean…

TARBOX FAMILY OFFICE, INC. is a leading family office that offers comprehensive financial services and wealth management solutions…

Hilltop Securities Inc. is a US wealth management firm founded in 1946 and based in Dallas, Texas.As of December 31, 2024, the fir…

The Archdiocese of St. Louis, established in 1847, is a Latin Church territory serving the St. Louis area, Missouri, US. The Churc…

Ellevest, founded in 2014 by Sallie Krawcheck, is a US investment adviser headquartered in New York. It focuses on wealth manageme…

Beryllus Capital is a multi-family office serving ultra-high net worth clients with an open architecture platform. They provide ad…

Bili Capital is a UK-based single-family office with over US$1bn in assets that focuses on a diversified endowment-type portfolio …

Founded in 2016, Boccard & Partenaires SA (“Boccard”) is a multi-family office headquartered in Neuchâtel, Switzerland, with an ad…

Capital Y SA (“Capital Y") is a wealth management firm based in Geneva which also provides family office services. The firm was fo…

Dragon Global is a private investment firm founded in 2010 by Robert Zangrillo and based in Miami, Florida. Its platform offers it…

Estama Investment is a property and asset management service provider focused on the German market, specializing in commercial rea…

Jean-Michel D'Urso | Chief Investment Officer, Member of the Executive Board and Partner | Chief Investment Officer, Member of the…

Hume Partners is a Melbourne-based multi-family office established in 2015 that manages investments for high-net-worth individuals…

Hundle & Partners (“Hundle”) is a multi-family office based in London. While officially registered as Hundle & Partners, the firm …

Laurel Hill is a US single-family office firm founded in 2021 by Keith Seibert and is headquartered in Palo Alto, California. The …

Leon MFO Investments Limited is a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC) (www.c…

Lincoln Private Investment Office LLP (Lincoln) is a multi-family office and wealth management firm that was founded in 2014. The …

Founded in 2003, MFM Mirante Fund Management SA ("MFM") is a Swiss multi-family office headquartered in Lausanne. MFM maintains a …

MKC Wealth is a wealth manager founded in 2003 with its headquarters in London, United Kingdom. The firm offers financial planning…

Oberon Investments Group is a boutique wealth management firm offering bespoke investment management services to private and insti…

Oikos is a multi-family office ecosystem uniting families, entrepreneurs, and business owners to form a productive economic unit. …

Quartet Investment Managers is a UK-based and partner-owned investment management firm founded in 2009 and headquartered in Richmo…

RIVE Private Investment is a wealth management firm founded in 2013 and based in Paris, France.…

Rix Capital Ltd is a London-based single-family office established in late 2021.…

SAF & Co is a multi family office that started business in 2007 as an investment company for private investors. SAF & Co offers mu…

SAGIS AM is a multi-family office providing comprehensive wealth management, investment management, estate planning, tax optimizat…

Script Assets is a private multi-family office located in San Francisco. It employs one person, its CEO, Jielin Mo.…

TMS Capital is a private wealth advisory firm based in New South Wales, Australia. The firm was founded in 2004 by Aaron McMurray …

As one of Asia’s most enduring family businesses, with a history that stretches for over a century, Tsao Group seeks to align the …

Sanders Morris is a wealth management firm founded in 1987 and headquartered in Houston, Texas, US.VP Paul Lyons oversees the firm…

Byggeskadefonden (Construction Damage Fund) is an independent Danish institution established in 1986. The organization supports do…

Rodgers Brothers Inc. is a US-based investment advisory firm, founded in 1985 by Mark Rodgers and Gary Rodgers, and headquartered …

Investors Trust Company is a US asset and wealth management firm founded in 2004 and headquartered in Chapel Hill, North Carolina.…

JR Capital Ltd (“JR Capital”) is a UK-based multi-family office with a focus on real estate, headquartered in London. The firm emp…