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.
Indie Asset Partners (IAP)
$250M-$1BIndie Asset Partners is a wealth management firm founded in 2010 and based in Carmel, Indiana. It offers portfolio management, fun…
View profile1618 Investimentos
$250M-$1BDezesseis Dezoito Gestao de Recursos trades as 1618 Investimentos and is based in Rio de Janeiro. The firm is an asset management …
View profileKB Financial Partners (KBFP)
$250M-$1BKB Financial Partners, with roots dating back to 1983, is the independent RIA that manages the investments of KB Financial Compani…
View profileNine Thirty Capital
$250M-$1BNine Thirty Capital, founded in 2004, is a wealth management firm and is primarily owned by Nine Thirty Management Holdings, based…
View profilePeter E. Haas Jr. Family Fund
$250M-$1BPeter E. Haas Jr. Family Fund, based in Novato, California, is a US non-profit public benefit corporation organized as a supportin…
View profileTLWM Financial (TLWM)
$250M-$1BTLWM Financial, a US-based wealth management firm headquartered in San Antonio, Texas, was founded in 2005 by Enzo T. Pellegrino. …
View profileAbsolute Family Office SCF Srl
$250M-$1BAbsolute Family Office SCF Srl (“Absolute”) is a multi-family office based in Vicenza, Italy.…
View profileJ. Leon & Company Limited
$250M-$1BJ. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial proper…
View profileJota2 Group
$250M-$1BJota2 Group is a single family office founded by Bill Saad that invests in early-stage companies across technology-driven industri…
View profileCollaborative Wealth (CW)
$250M-$1BCollaborative Wealth is a US investment advisory firm founded in 2006 and headquartered in Lake Mary, Florida.As of December 31, 2…
View profileTime Partners
$250M-$1BTime Partners is an investment firm headquartered in London, UK, established in 2013 to advise families and investors. Managing Di…
View profileWealth Dimensions Family Office (WDFO)
$250M-$1BWealth Dimensions Family Office is an investment advisory firm established in 2015 and is headquartered in Cincinnati, Ohio.Invest…
View profileCapMan Wealth Services
$250M-$1BCapMan Wealth Services is a subsidiary of the Nordic private asset manager, CapMan Group. It offers discretionary management servi…
View profileThe Cabana Group
$250M-$1BThe Cabana Group (’Cabana’), founded in 2007, is a multi-family office and investment firm based in Fayetteville, Arkansas.…
View profileCredence Family Office
$250M-$1BCredence Family Office Pvt Ltd (“Credence”) is a multi-family office headquartered in Bengaluru, India, with offices in Mumbai, Ch…
View profileKeeler & Nadler Family Wealth (KNFW)
$250M-$1BKeeler and Nadler Family Wealth was founded in 2009 by Andrew Keeler and Richard Nadler. It is headquartered in Dublin, Ohio, and …
View profileThe Watchman Group (TWG)
$250M-$1BThe Watchman Group is a US-based investment firm founded in 2004 and is based in Texas, US.Director of Portfolio Management Taylor…
View profileTowerpoint Wealth (TPW)
$250M-$1BTowerpoint Wealth is aUS investment advisory firm founded in 2017 and based in Sacramento, California.As of December 31, 2025, the…
View profileOne Family Office AS
$250M-$1BOne Family Office is Central Europe's largest family office by capacity, managing family assets through investment and wealth advi…
View profileVirtus Family Office, LLC
$250M-$1BFounded in 2018, Virtus Family Office LLC (“Virtus”) is a multi-family office in El Paso, Texas. The firm originated from the acqu…
View profileStokke Industri AS
$250M-$1BStokke Industri is a long-term owner and investor focused on strong industrial businesses with international potential, real estat…
View profileValterna AG
$250M-$1BValterna AG (“Valterna”), formerly Asset Management Partners AG, was founded in 1996 by Partners Group Holding AG. Headquartered i…
View profileGlogger Vermögensverwaltung AG
$250M-$1BArmin Glogger | Managing Director, Member of the Board of Directors, Head of Investment Committee | Managing Director, Member of t…
View profileBlue Coast Capital Ltd
$250M-$1BBackground to the wealth of the Lewis familyBlue Coast Capital is the family office and private investment company of the family o…
View profileWestshore Wealth (WW)
$250M-$1BWestshore Wealth, founded in 2016 by Trevor Bryant and Ryan Brizendine, is a US investment advisory firm based in Newport Beach, C…
View profileHansa Capital Partners
$250M-$1BHansa Investment Company is a globally-diversified, multi-asset class investor that seeks long-term growth by identifying compelli…
View profileThe Hanseatic Group
$250M-$1BThe Hanseatic Group, also known as Hansa Capital Partners, is an investment management firm located in London, founded in 1912.The…
View profileEpitome Finance SAS
$250M-$1BEpitome Finance SAS (“Epitome”) is a French multi-family office headquartered in Saint-Sébastien-sur-Loire. The firm was founded i…
View profileFiscal Engineers Ltd
$250M-$1BFiscal Engineers Ltd (“FE”) is a UK-based wealth management company that offers family office services to clients. Founded in 2000…
View profileFloreat Group
$250M-$1BFloreat Group is a multi-family office headquartered in London.…
View profileHightower Westchester
$250M-$1BHightower Westchester, part of HighTower Advisors, is a wealth management firm founded in 2010 and based in Harrison, New York, US…
View profileIHAG Holding
$250M-$1BDavid Keller | Investment Manager | Investment Manager | david.keller@ihagholding.ch | +41 44 205 14 14 | https://www.linkedin.com…
View profileNextep Finance
$250M-$1BNextep Finance is an investment advisory firm founded in 2019 and headquartered in Madrid, Spain. The firm specializes in the desi…
View profileNrups Consultants LLP
$250M-$1BNrups Consultants LLP (“Nrups”) is a multi-family office and consulting firm based in Ahmedabad, India. The firm was founded in Au…
View profileSaentis Family Office GmbH
$250M-$1BSaentis Family Office GmbH (“Saentis”) is a German multi-family office that was established in Mainz in 2021. The firm employs app…
View profileSungdam
$250M-$1BSungdam is a South Korean family office based in Seoul and founded in 1953. The firm manages investments for the Jeong family.…
View profileThe Wealth Stewards (TWS)
$250M-$1BThe Wealth Stewards, part of Concurrent, is a US investment management firm founded in 2017, headquartered in Scottsdale, Arizona.…
View profileHayden Ross
$250M-$1BHayden Ross (a/k/a HRC Wealth Management) is a US investment advisory firm founded in 1938 and headquartered in Moscow, Idaho.As o…
View profileCompound Family Offices, LLC
$250M-$1BCompound Family Offices provides wealth advisory and investment management services focused on asset allocation principles to mana…
View profileBlue Water Wealth (BWW)
$250M-$1BBlue Water Wealth is a US investment management firm founded in 2012 by Nancy Congdon and headquartered in Portland, Oregon. The f…
View profileCulture Patrimoine (CP)
$250M-$1BCulture Patrimoine is a wealth management advisory firm that has managed over $375 million in financial investments for clients ov…
View profileHenry Francis du Pont Winterthur Museum
$250M-$1BThe Henry Francis du Pont Winterthur Museum, headquartered in Winterthur, Delaware, US, was established in 1951 to educate diverse…
View profileKusuma Trust UK
$250M-$1BKusuma Trust UK is a family-led philanthropic trust that makes grants to causes, organisations and people creating positive societ…
View profileCollective Family Office (CFO)
$250M-$1BCollective Family Office, LLC was established in 2019 as a multi-family office and is headquartered in York, Pennsylvania, with si…
View profileHalisol Groupe
$250M-$1BHalisol Groupe is a single-family office based in Luxembourg.…
View profileKintra Wealth
$250M-$1BKintra Wealth (formerly Evergreen Wealth Solutions) is a US investment management firm founded in 2015 by Andrew Harris and headqu…
View profileCrown Wealth Group (CWG)
$250M-$1BCrown Wealth Group is a US investment adviser formed in 2018 by Nick and Tyler Kolbenschlag and headquartered in Charlotte, North …
View profileThe Jewish Federations of North America
$50M-$250MThe Jewish Federations of North America, formerly the United Jewish Communities, is a US non-profit organization located in New Yo…
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