The family office directory for dealmakers.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Established in 2018, Custos Family Office LLC is a US-based company with six employees.…

Biltmore Family Office guides families through intergenerational wealth management by integrating planning, investing, and educati…

Nebraska Capital Resource Management Ltda, which operates as Nebraska Capital (“Nebraska”) is a multi-family office based in Porto…

Rothschild Wealth is a US wealth management firm founded in 1908 and based in Oak Brook, Illinois. The firm operates under Rothsch…

Vicctus Family Office (“Vicctus”) is a multi-family office established in Miami in 2020. The firm has approximately 25 employees. …

The Laborers' International Union of North America (LIUNA) is a labor union in the United States and Canada that was founded in 19…

JFG Family Office, formally JFG Wealth Management, and a subsidiary of Johnson Financial Group, is a US family office and wealth m…

Blue Edge Capital is a US wealth management firm founded in 2010 and based in Richmond, Virginia.As of December 31, 2024, the firm…

High Note Wealth is a US investment management firm founded in 2019 by Katherine Forrester and Michael Forrester and headquartered…

Chicory Wealth is a registered investment advisor that provides socially conscious investing and financial life planning services,…

Aspain 11 Asesores Financieros EAFI (“ASP”) is a Spanish financial advisory firm with multi-family office services. The company is…

Teak Capital SA (“Teak”) is the single-family office of the Moreira da Silva family. It is headquartered in Porto, Portugal.…

The Jackson Laboratory, founded in 1929, is a US biomedical research institution headquartered in Bar Harbor, Maine.Nathan Briggs,…

Pacific Capital Wealth Advisors, Inc. (d/b/a Pacific Capital) is a US investment firm based in Corona, California. It was founded …

Windancer Holdings LLC is the single-family office of real estate developer Larry Connor, established in Dayton, Ohio in 2018.…

Aequilibrium SCF Srl (“Aequilibrium”) is an Italian multi-family office headquartered in Reggio Emilia. The firm, which was establ…

Alcalá Inversiones SA (“Alcalá”) is a Chilean multi-family office founded in 2007 by Juan Rius and René Sepúlveda Lorca.…

Torevell & Partners (“Torevell”) is a multi-family office and financial advisory firm based in Manchester, UK. The firm was founde…