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.

Custos Family Office LLC (CFO)

$250M-$1B
Austin, Texas

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

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Nebraska Capital Resource Management Ltda

$250M-$1B
Porto Alegre

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

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Rothschild Wealth

$250M-$1B
Oak Brook, Illinois

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

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Vicctus Family Office

$250M-$1B
Miami, Florida

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

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Excavators Local #731 Welfare Fund (LIUNA)

$250M-$1B
Astoria, New York

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

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JFG Family Office (JFG)

$250M-$1B
Denver, Colorado

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

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Blue Edge Capital (BEC)

$250M-$1B
Richmond, Virginia

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

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High Note Wealth (HNW)

$250M-$1B
Deephaven, Minnesota

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

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Hamilton Wealth

$250M-$1B
Los Angeles, California

Hamilton Wealth, founded in 2017, is a US investment advisory firm headquartered in Los Angeles, California.Co-CIOs Randy Hamilton

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Chicory Wealth

$250M-$1B
Decatur, Georgia

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

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Aspain 11 Asesores Financieros EAF, SL

$250M-$1B
Madrid

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

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Teak Capital SA

$250M-$1B
Porto

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

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The Jackson Laboratory (JAX)

$250M-$1B
Bar Harbor, Maine

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

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Pacific Capital

$250M-$1B
Corona, California

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

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Windancer Holdings LLC

$250M-$1B
Dayton, Ohio

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

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Aequilibrium SCF Srl

$250M-$1B
Reggio Emilia

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

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Alcalá Inversiones SA

$250M-$1B
Santiago

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

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Torevell & Partners

$250M-$1B
Manchester

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

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Indie Asset Partners (IAP)

$250M-$1B
Carmel, Indiana

Indie Asset Partners is a wealth management firm founded in 2010 and based in Carmel, Indiana. It offers portfolio management, fun

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1618 Investimentos

$250M-$1B
Rio de Janeiro

Dezesseis Dezoito Gestao de Recursos trades as 1618 Investimentos and is based in Rio de Janeiro. The firm is an asset management

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KB Financial Partners (KBFP)

$250M-$1B
Princeton, New Jersey

KB Financial Partners, with roots dating back to 1983, is the independent RIA that manages the investments of KB Financial Compani

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Nine Thirty Capital

$250M-$1B
New York, New York

Nine Thirty Capital, founded in 2004, is a wealth management firm and is primarily owned by Nine Thirty Management Holdings, based

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Peter E. Haas Jr. Family Fund

$250M-$1B
Novato, California

Peter E. Haas Jr. Family Fund, based in Novato, California, is a US non-profit public benefit corporation organized as a supportin

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TLWM Financial (TLWM)

$250M-$1B
San Antonio, Texas

TLWM Financial, a US-based wealth management firm headquartered in San Antonio, Texas, was founded in 2005 by Enzo T. Pellegrino.

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Absolute Family Office SCF Srl

$250M-$1B
Vicenza

Absolute Family Office SCF Srl (“Absolute”) is a multi-family office based in Vicenza, Italy.

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J. Leon & Company Limited

$250M-$1B
London

J. Leon is a fourth generation family office based in Hampstead, London. The group’s principal asset class is UK commercial proper

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Jota2 Group

$250M-$1B
Chester, United Kingdom

Jota2 Group is a single family office founded by Bill Saad that invests in early-stage companies across technology-driven industri

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Collaborative Wealth (CW)

$250M-$1B
Lake Mary, Florida

Collaborative Wealth is a US investment advisory firm founded in 2006 and headquartered in Lake Mary, Florida.As of December 31, 2

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Time Partners

$250M-$1B
London

Time Partners is an investment firm headquartered in London, UK, established in 2013 to advise families and investors. Managing Di

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Wealth Dimensions Family Office (WDFO)

$250M-$1B
Cincinnati, Ohio

Wealth Dimensions Family Office is an investment advisory firm established in 2015 and is headquartered in Cincinnati, Ohio.Invest

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CapMan Wealth Services

$250M-$1B
Helsinki

CapMan Wealth Services is a subsidiary of the Nordic private asset manager, CapMan Group. It offers discretionary management servi

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The Cabana Group

$250M-$1B
Fayetteville, Arkansas

The Cabana Group (’Cabana’), founded in 2007, is a multi-family office and investment firm based in Fayetteville, Arkansas.

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Credence Family Office

$250M-$1B
Bangalore 560 001

Credence Family Office Pvt Ltd (“Credence”) is a multi-family office headquartered in Bengaluru, India, with offices in Mumbai, Ch

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Atlas Brown, inc.

$250M-$1B
Louisville, Kentucky

Atlas Brown Inc (‘Atlas Brown’) is a wealth management and investment firm providing family office services, founded in 2004 and h

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Keeler & Nadler Family Wealth (KNFW)

$250M-$1B
Dublin, Ohio

Keeler and Nadler Family Wealth was founded in 2009 by Andrew Keeler and Richard Nadler. It is headquartered in Dublin, Ohio, and

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The Watchman Group (TWG)

$250M-$1B
Plano, Texas

The Watchman Group is a US-based investment firm founded in 2004 and is based in Texas, US.Director of Portfolio Management Taylor

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Towerpoint Wealth (TPW)

$250M-$1B
Sacramento, California

Towerpoint Wealth is aUS investment advisory firm founded in 2017 and based in Sacramento, California.As of December 31, 2025, the

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One Family Office AS

$250M-$1B
Prague

One Family Office is Central Europe's largest family office by capacity, managing family assets through investment and wealth advi

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Virtus Family Office, LLC

$250M-$1B
El Paso, Texas

Founded in 2018, Virtus Family Office LLC (“Virtus”) is a multi-family office in El Paso, Texas. The firm originated from the acqu

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Stokke Industri AS

$250M-$1B
Oslo

Stokke Industri is a long-term owner and investor focused on strong industrial businesses with international potential, real estat

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Valterna AG

$250M-$1B
Baar

Valterna AG (“Valterna”), formerly Asset Management Partners AG, was founded in 1996 by Partners Group Holding AG. Headquartered i

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Glogger Vermögensverwaltung AG

$250M-$1B
Vaduz

Armin Glogger | Managing Director, Member of the Board of Directors, Head of Investment Committee | Managing Director, Member of t

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Blue Coast Capital Ltd

$250M-$1B
London

Background to the wealth of the Lewis familyBlue Coast Capital is the family office and private investment company of the family o

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Westshore Wealth (WW)

$250M-$1B
Newport Beach, California

Westshore Wealth, founded in 2016 by Trevor Bryant and Ryan Brizendine, is a US investment advisory firm based in Newport Beach, C

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Hansa Capital Partners

$250M-$1B
London, United Kingdom

Hansa Investment Company is a globally-diversified, multi-asset class investor that seeks long-term growth by identifying compelli

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The Hanseatic Group

$250M-$1B
London

The Hanseatic Group, also known as Hansa Capital Partners, is an investment management firm located in London, founded in 1912.The

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Ceniarth

$250M-$1B
London, United Kingdom

Ceniarth is an impact-first investor deploying capital to funds, financial intermediaries, and social enterprises that support mar

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Epitome Finance SAS

$250M-$1B
Nantes

Epitome Finance SAS (“Epitome”) is a French multi-family office headquartered in Saint-Sébastien-sur-Loire. The firm was founded i

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