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-$1BEstablished in 2018, Custos Family Office LLC is a US-based company with six employees.…
View profileNebraska Capital Resource Management Ltda
$250M-$1BNebraska Capital Resource Management Ltda, which operates as Nebraska Capital (“Nebraska”) is a multi-family office based in Porto…
View profileRothschild Wealth
$250M-$1BRothschild Wealth is a US wealth management firm founded in 1908 and based in Oak Brook, Illinois. The firm operates under Rothsch…
View profileVicctus Family Office
$250M-$1BVicctus Family Office (“Vicctus”) is a multi-family office established in Miami in 2020. The firm has approximately 25 employees. …
View profileExcavators Local #731 Welfare Fund (LIUNA)
$250M-$1BThe Laborers' International Union of North America (LIUNA) is a labor union in the United States and Canada that was founded in 19…
View profileJFG Family Office (JFG)
$250M-$1BJFG Family Office, formally JFG Wealth Management, and a subsidiary of Johnson Financial Group, is a US family office and wealth m…
View profileBlue Edge Capital (BEC)
$250M-$1BBlue Edge Capital is a US wealth management firm founded in 2010 and based in Richmond, Virginia.As of December 31, 2024, the firm…
View profileHigh Note Wealth (HNW)
$250M-$1BHigh Note Wealth is a US investment management firm founded in 2019 by Katherine Forrester and Michael Forrester and headquartered…
View profileHamilton Wealth
$250M-$1BHamilton Wealth, founded in 2017, is a US investment advisory firm headquartered in Los Angeles, California.Co-CIOs Randy Hamilton…
View profileChicory Wealth
$250M-$1BChicory Wealth is a registered investment advisor that provides socially conscious investing and financial life planning services,…
View profileAspain 11 Asesores Financieros EAF, SL
$250M-$1BAspain 11 Asesores Financieros EAFI (“ASP”) is a Spanish financial advisory firm with multi-family office services. The company is…
View profileTeak Capital SA
$250M-$1BTeak Capital SA (“Teak”) is the single-family office of the Moreira da Silva family. It is headquartered in Porto, Portugal.…
View profileThe Jackson Laboratory (JAX)
$250M-$1BThe Jackson Laboratory, founded in 1929, is a US biomedical research institution headquartered in Bar Harbor, Maine.Nathan Briggs,…
View profilePacific Capital
$250M-$1BPacific Capital Wealth Advisors, Inc. (d/b/a Pacific Capital) is a US investment firm based in Corona, California. It was founded …
View profileWindancer Holdings LLC
$250M-$1BWindancer Holdings LLC is the single-family office of real estate developer Larry Connor, established in Dayton, Ohio in 2018.…
View profileAequilibrium SCF Srl
$250M-$1BAequilibrium SCF Srl (“Aequilibrium”) is an Italian multi-family office headquartered in Reggio Emilia. The firm, which was establ…
View profileAlcalá Inversiones SA
$250M-$1BAlcalá Inversiones SA (“Alcalá”) is a Chilean multi-family office founded in 2007 by Juan Rius and René Sepúlveda Lorca.…
View profileTorevell & Partners
$250M-$1BTorevell & Partners (“Torevell”) is a multi-family office and financial advisory firm based in Manchester, UK. The firm was founde…
View profileIndie 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 profileAtlas Brown, inc.
$250M-$1BAtlas Brown Inc (‘Atlas Brown’) is a wealth management and investment firm providing family office services, founded in 2004 and h…
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 profileCeniarth
$250M-$1BCeniarth is an impact-first investor deploying capital to funds, financial intermediaries, and social enterprises that support mar…
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…
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