The family office directory for dealmakers.
Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.
MFM Mirante Fund Management SA
$1B-$10BFounded in 2003, MFM Mirante Fund Management SA ("MFM") is a Swiss multi-family office headquartered in Lausanne. MFM maintains a …
View profileMKC Wealth
$1B-$10BMKC Wealth is a wealth manager founded in 2003 with its headquarters in London, United Kingdom. The firm offers financial planning…
View profileOberon Investments Group
$1B-$10BOberon Investments Group is a boutique wealth management firm offering bespoke investment management services to private and insti…
View profileOikos Gestão de Recursos Ltda
$1B-$10BOikos is a multi-family office ecosystem uniting families, entrepreneurs, and business owners to form a productive economic unit. …
View profileQuartet Investment Managers
$1B-$10BQuartet Investment Managers is a UK-based and partner-owned investment management firm founded in 2009 and headquartered in Richmo…
View profileRIVE Private Investment
$1B-$10BRIVE Private Investment is a wealth management firm founded in 2013 and based in Paris, France.…
View profileRix Capital Ltd
$1B-$10BRix Capital Ltd is a London-based single-family office established in late 2021.…
View profileSaf & co
$1B-$10BSAF & Co is a multi family office that started business in 2007 as an investment company for private investors. SAF & Co offers mu…
View profileSagis Am Sas
$1B-$10BSAGIS AM is a multi-family office providing comprehensive wealth management, investment management, estate planning, tax optimizat…
View profileScript Assets
$1B-$10BScript Assets is a private multi-family office located in San Francisco. It employs one person, its CEO, Jielin Mo.…
View profileTMS Capital
$1B-$10BTMS Capital is a private wealth advisory firm based in New South Wales, Australia. The firm was founded in 2004 by Aaron McMurray …
View profileTsao Family Office Pte Ltd
$1B-$10BAs one of Asia’s most enduring family businesses, with a history that stretches for over a century, Tsao Group seeks to align the …
View profileSanders Morris (SM)
$250M-$1BSanders Morris is a wealth management firm founded in 1987 and headquartered in Houston, Texas, US.VP Paul Lyons oversees the firm…
View profileByggeskadefonden
$250M-$1BByggeskadefonden (Construction Damage Fund) is an independent Danish institution established in 1986. The organization supports do…
View profileRodgers Brothers, inc.
$250M-$1BRodgers Brothers Inc. is a US-based investment advisory firm, founded in 1985 by Mark Rodgers and Gary Rodgers, and headquartered …
View profileInvestors Trust Company
$250M-$1BInvestors Trust Company is a US asset and wealth management firm founded in 2004 and headquartered in Chapel Hill, North Carolina.…
View profileJR Capital Ltd
$250M-$1BJR Capital Ltd (“JR Capital”) is a UK-based multi-family office with a focus on real estate, headquartered in London. The firm emp…
View profileCoyle Financial Counsel, inc.
$250M-$1BCoyle Financial Counsel partners with a select group of individuals and families to provide comprehensive wealth coordination and …
View profileManaged Asset Portfolios (MAP)
$250M-$1BManaged Asset Portfolios is a boutique, independent SEC-registered investment advisory firm founded in 2000. Initially beginning l…
View profileStandard Family Office, LLC
$922MStandard Family Office LLC (“Standard Family Office”) is a multi-family office founded in South Dakota in 2019.…
View profileBFI Consulting
$250M-$1BBFI Consulting is an independent, privately owned wealth advisory firm and part of BFI Capital Group, established in 1993 and head…
View profileOak Root (ORL)
$250M-$1BOak Root is a US investment management firm founded in 2015 by Kevin Root and based in Santa Barbara, California.As of December 31…
View profileFairwater Capital Corporation
$250M-$1BFairwater Capital is a family office investing the aggregated capital of eight family corporations and a foundation. Since its fou…
View profileOrd Minnett
$250M-$1BOrd Minnett is an Australian wealth management group founded in 1951 by Charles Ord and Jack Minnett in Sydney, New South Wales.Ma…
View profileEagle Bay Advisors LLC (Eagle Bay Family Office)
$250M-$1BEagle Bay Advisors LLC is a US multi-family office.…
View profileLfa SA
$250M-$1BLFA is a Swiss-based wealth management firm serving U.S. investors seeking international portfolio diversification beyond domestic…
View profileHampshire Family Office
$250M-$1BHampshire Family Office delivers customized investment solutions for a select group of highly successful families and individuals …
View profileMirabaud Family Office Ltda
$250M-$1BMirabaud Family Office is the Brazilian multi-family office branch in São Paulo of the international banking group Mirabaud. Found…
View profileGlogger & Partner Vermögensverwaltung GmbH
$250M-$1BClaudia Glogger | Managing Director & Member of the Investment Council | Managing Director & Member of the Investment Council | ht…
View profileBernardo Wealth Planning (BWP)
$250M-$1BBernardo Wealth Planning (also known as Wellfull) founded in 2017, is a US investment management firm based in Harleysville, Penns…
View profilePinnacle West Capital Corporation Post-Retirement Benefit Plan
$250M-$1BPinnacle West Capital is an electric utility holding company that owns Arizona Public Service and Bright Canyon Energy. Through it…
View profileMont Capital Gestão e Administração de Recursos SA
$250M-$1BMont Capital Gestão e Administração de Recursos SA is a multi-family office that provides personalized investment solutions throug…
View profileTorreyana Capital, LLC
$250M-$1BDavid Snyder | Managing Director, Investments | Managing Director, Investments | dsnyder@torreyanacapital.com | https://www.linked…
View profileMusharaka Capital
$250M-$1BMusharaka Capital is a boutique investment management and banking firm established in 2013 and founded in Al Khobar, Saudi Arabia.…
View profileLake Street
$250M-$1BLake Street, established in 2017, is an independent wealth management firm based in Chicago, Illinois, US. CIO Justin M. Terzo lea…
View profileTempo Wealth
$250M-$1BTempo Wealth is an investment management firm founded on April 9, 2025, based in Independence, Ohio, serving HNW clients.Portfolio…
View profileMPA Financial Management
$250M-$1BMPA Financial Management is a UK firm founded in 1988 and based in Henley-in-Arden.…
View profileHolt Capital Partners (HCP)
$250M-$1BHolt Capital Advisors (d/b/a Holt Capital Partners) is a US investment management firm founded in 2001 by Robert M. Holt, Jr. and …
View profileBanque Wormser Frères
$250M-$1BBanque Wormers Frères is a Paris, France-based private bank founded in 1936 that offers investment solutions spanning wealth manag…
View profileK&K Partners
$250M-$1BK&K Partners (“K&K”) is a financial advisory company that provides multi-family office services. The firm was founded by Tiago Nak…
View profileFinancière Agache
$250M-$1BFinanciere Agache, the family office of French billionaire and LVMH boss Bernard Arnault. Financière Agache is a holding company c…
View profileTotalEnergies Finance USA (TEFUS)
$250M-$1BTotalEnergies is a French multinational integrated energy and petroleum company founded in 1924. TotalEnergies Finance USA (TEFUS)…
View profileColeman Wealth (CW)
$250M-$1BColeman Wealth, founded in 2022 and headquartered in Gibraltar, UK, is a wholly owned subsidiary of Coleman Acquisitions Limited, …
View profileStrategy Asset Managers LLC (SAM)
$250M-$1BFounded in 2001, Strategy Asset Managers LLC (Strategy”) is a wealth management firm based in Pasadena, California, offering famil…
View profileScott Capital Partners LLP
$250M-$1BScott Capital Partners LLP (“Scott Capital”) is a British multi-family office headquartered in London. The firm was founded by Dav…
View profileFSA Investment Group (FSAIG)
$250M-$1BFSA Investment Group is a US investment advisory firm founded in 2005 and headquartered in Pensacola, Florida.CIO Andy Webb leads …
View profileDahring | Cusmano LLC
$250M-$1BDahring | Cusmano is an investment management firm with $143.8M AUM that constructs diversified portfolios primarily through ETF h…
View profileTillman Hartley
$250M-$1BTillman Hartley is an independent, fee-only multi-family office providing comprehensive wealth management services including integ…
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