The family office directory for dealmakers.

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…

TY Danjuma Family Office Ltd is an independent investment management firm based in Esher, a town south of London. The company over…

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

The Coury Firm Holdings LP (“The Coury Firm”) is a multi-family office and business advisory firm based in Pittsburgh, Pennsylvani…

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 …

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…

Fielder Capital Group, a firm founded in 2009 by Frank Byrd, is an investment management firm based in Nashville, Tennessee.The fi…

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…

Bedrock Group allocates across public and private markets including equities, bonds, private equity, venture capital, real estate …

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 …