Family Office Directory

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-$10B
Lausanne

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

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MKC Wealth

$1B-$10B
London

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

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Oberon Investments Group

$1B-$10B
London

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

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Oikos Gestão de Recursos Ltda

$1B-$10B
São Paulo

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

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Quartet Investment Managers

$1B-$10B
Richmond

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

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RIVE Private Investment

$1B-$10B
Paris

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

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Rix Capital Ltd

$1B-$10B
London, United Kingdom

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

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Saf & co

$1B-$10B
Geneva

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

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Sagis Am Sas

$1B-$10B
Paris

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

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Script Assets

$1B-$10B
San Francisco, California

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

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TMS Capital

$1B-$10B
Sydney, New South Wales

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

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Tsao Family Office Pte Ltd

$1B-$10B
Singapore

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

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Sanders Morris (SM)

$250M-$1B
Houston, Texas

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

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Byggeskadefonden

$250M-$1B
Copenhagen

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

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Rodgers Brothers, inc.

$250M-$1B
Harmony, Pennsylvania

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

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Investors Trust Company

$250M-$1B
Chapel Hill, North Carolina

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

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JR Capital Ltd

$250M-$1B
London

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

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Coyle Financial Counsel, inc.

$250M-$1B
Glenview, Illinois

Coyle Financial Counsel partners with a select group of individuals and families to provide comprehensive wealth coordination and

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Managed Asset Portfolios (MAP)

$250M-$1B
Rochester, Michigan

Managed Asset Portfolios is a boutique, independent SEC-registered investment advisory firm founded in 2000. Initially beginning l

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Standard Family Office, LLC

$922M
Sioux Falls, SD

Standard Family Office LLC (“Standard Family Office”) is a multi-family office founded in South Dakota in 2019.

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BFI Consulting

$250M-$1B
Zurich

BFI Consulting is an independent, privately owned wealth advisory firm and part of BFI Capital Group, established in 1993 and head

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Oak Root (ORL)

$250M-$1B
Santa Barbara, California

Oak Root is a US investment management firm founded in 2015 by Kevin Root and based in Santa Barbara, California.As of December 31

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Fairwater Capital Corporation

$250M-$1B
Toronto, Ontario

Fairwater Capital is a family office investing the aggregated capital of eight family corporations and a foundation. Since its fou

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Ord Minnett

$250M-$1B
Sydney, New South Wales

Ord Minnett is an Australian wealth management group founded in 1951 by Charles Ord and Jack Minnett in Sydney, New South Wales.Ma

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Eagle Bay Advisors LLC (Eagle Bay Family Office)

$250M-$1B
New York

Eagle Bay Advisors LLC is a US multi-family office.

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Lfa SA

$250M-$1B
Lugano

LFA is a Swiss-based wealth management firm serving U.S. investors seeking international portfolio diversification beyond domestic

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Hampshire Family Office

$250M-$1B
Bedford, New Hampshire

Hampshire Family Office delivers customized investment solutions for a select group of highly successful families and individuals

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Mirabaud Family Office Ltda

$250M-$1B
São Paulo

Mirabaud Family Office is the Brazilian multi-family office branch in São Paulo of the international banking group Mirabaud. Found

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Glogger & Partner Vermögensverwaltung GmbH

$250M-$1B
Ulm

Claudia Glogger | Managing Director & Member of the Investment Council | Managing Director & Member of the Investment Council | ht

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Bernardo Wealth Planning (BWP)

$250M-$1B
Harleysville, Pennsylvania

Bernardo Wealth Planning (also known as Wellfull) founded in 2017, is a US investment management firm based in Harleysville, Penns

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Pinnacle West Capital Corporation Post-Retirement Benefit Plan

$250M-$1B
Phoenix, Arizona

Pinnacle West Capital is an electric utility holding company that owns Arizona Public Service and Bright Canyon Energy. Through it

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Mont Capital Gestão e Administração de Recursos SA

$250M-$1B
São Paulo

Mont Capital Gestão e Administração de Recursos SA is a multi-family office that provides personalized investment solutions throug

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Torreyana Capital, LLC

$250M-$1B
La Jolla, California

David Snyder | Managing Director, Investments | Managing Director, Investments | dsnyder@torreyanacapital.com | https://www.linked

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Musharaka Capital

$250M-$1B
Khobar

Musharaka Capital is a boutique investment management and banking firm established in 2013 and founded in Al Khobar, Saudi Arabia.

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Lake Street

$250M-$1B
Chicago, Illinois

Lake Street, established in 2017, is an independent wealth management firm based in Chicago, Illinois, US. CIO Justin M. Terzo lea

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Tempo Wealth

$250M-$1B
Independence, Ohio

Tempo Wealth is an investment management firm founded on April 9, 2025, based in Independence, Ohio, serving HNW clients.Portfolio

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MPA Financial Management

$250M-$1B
Solihull

MPA Financial Management is a UK firm founded in 1988 and based in Henley-in-Arden.

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Holt Capital Partners (HCP)

$250M-$1B
Fort Worth, Texas

Holt Capital Advisors (d/b/a Holt Capital Partners) is a US investment management firm founded in 2001 by Robert M. Holt, Jr. and

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Banque Wormser Frères

$250M-$1B
Paris

Banque Wormers Frères is a Paris, France-based private bank founded in 1936 that offers investment solutions spanning wealth manag

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K&K Partners

$250M-$1B
Rio de Janeiro

K&K Partners (“K&K”) is a financial advisory company that provides multi-family office services. The firm was founded by Tiago Nak

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Financière Agache

$250M-$1B
Paris

Financiere Agache, the family office of French billionaire and LVMH boss Bernard Arnault. Financière Agache is a holding company c

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TotalEnergies Finance USA (TEFUS)

$250M-$1B
Houston, Texas

TotalEnergies is a French multinational integrated energy and petroleum company founded in 1924. TotalEnergies Finance USA (TEFUS)

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Coleman Wealth (CW)

$250M-$1B
Gibraltar

Coleman Wealth, founded in 2022 and headquartered in Gibraltar, UK, is a wholly owned subsidiary of Coleman Acquisitions Limited,

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Strategy Asset Managers LLC (SAM)

$250M-$1B
Pasadena, California

Founded in 2001, Strategy Asset Managers LLC (Strategy”) is a wealth management firm based in Pasadena, California, offering famil

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Scott Capital Partners LLP

$250M-$1B
London, United Kingdom

Scott Capital Partners LLP (“Scott Capital”) is a British multi-family office headquartered in London. The firm was founded by Dav

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FSA Investment Group (FSAIG)

$250M-$1B
Pensacola, Florida

FSA Investment Group is a US investment advisory firm founded in 2005 and headquartered in Pensacola, Florida.CIO Andy Webb leads

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Dahring | Cusmano LLC

$250M-$1B
Novi, Michigan

Dahring | Cusmano is an investment management firm with $143.8M AUM that constructs diversified portfolios primarily through ETF h

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Tillman Hartley

$250M-$1B
Denver, Colorado

Tillman Hartley is an independent, fee-only multi-family office providing comprehensive wealth management services including integ

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