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.

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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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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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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Fiscal Engineers Ltd

$250M-$1B
Nottingham

Fiscal Engineers Ltd (“FE”) is a UK-based wealth management company that offers family office services to clients. Founded in 2000

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Floreat Group

$250M-$1B
London

Floreat Group is a multi-family office headquartered in London.

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Hightower Westchester

$250M-$1B
Harrison, New York

Hightower Westchester, part of HighTower Advisors, is a wealth management firm founded in 2010 and based in Harrison, New York, US

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IHAG Holding

$250M-$1B
Zurich

David Keller | Investment Manager | Investment Manager | david.keller@ihagholding.ch | +41 44 205 14 14 | https://www.linkedin.com

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Nextep Finance

$250M-$1B
Madrid

Nextep Finance is an investment advisory firm founded in 2019 and headquartered in Madrid, Spain. The firm specializes in the desi

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Nrups Consultants LLP

$250M-$1B
Ahmedabad

Nrups Consultants LLP (“Nrups”) is a multi-family office and consulting firm based in Ahmedabad, India. The firm was founded in Au

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Saentis Family Office GmbH

$250M-$1B
Mainz

Saentis Family Office GmbH (“Saentis”) is a German multi-family office that was established in Mainz in 2021. The firm employs app

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Sungdam

$250M-$1B
Seoul

Sungdam is a South Korean family office based in Seoul and founded in 1953. The firm manages investments for the Jeong family.

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The Wealth Stewards (TWS)

$250M-$1B
Scottsdale, Arizona

The Wealth Stewards, part of Concurrent, is a US investment management firm founded in 2017, headquartered in Scottsdale, Arizona.

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Hayden Ross

$250M-$1B
Moscow, Idaho

Hayden Ross (a/k/a HRC Wealth Management) is a US investment advisory firm founded in 1938 and headquartered in Moscow, Idaho.As o

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Compound Family Offices, LLC

$250M-$1B
Sarasota, FL

Compound Family Offices provides wealth advisory and investment management services focused on asset allocation principles to mana

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Blue Water Wealth (BWW)

$250M-$1B
Portland, Oregon

Blue Water Wealth is a US investment management firm founded in 2012 by Nancy Congdon and headquartered in Portland, Oregon. The f

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Culture Patrimoine (CP)

$250M-$1B
Paris

Culture Patrimoine is a wealth management advisory firm that has managed over $375 million in financial investments for clients ov

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Henry Francis du Pont Winterthur Museum

$250M-$1B
Winterthur, Delaware

The Henry Francis du Pont Winterthur Museum, headquartered in Winterthur, Delaware, US, was established in 1951 to educate diverse

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Kusuma Trust UK

$250M-$1B
London

Kusuma Trust UK is a family-led philanthropic trust that makes grants to causes, organisations and people creating positive societ

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Collective Family Office (CFO)

$250M-$1B
York, Pennsylvania

Collective Family Office, LLC was established in 2019 as a multi-family office and is headquartered in York, Pennsylvania, with si

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Halisol Groupe

$250M-$1B
Luxembourg

Halisol Groupe is a single-family office based in Luxembourg.

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Kintra Wealth

$250M-$1B
Williamsport, Pennsylvania

Kintra Wealth (formerly Evergreen Wealth Solutions) is a US investment management firm founded in 2015 by Andrew Harris and headqu

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Crown Wealth Group (CWG)

$250M-$1B
Charlotte, North Carolina

Crown Wealth Group is a US investment adviser formed in 2018 by Nick and Tyler Kolbenschlag and headquartered in Charlotte, North

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The Jewish Federations of North America

$50M-$250M
New York, New York

The Jewish Federations of North America, formerly the United Jewish Communities, is a US non-profit organization located in New Yo

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