The family office directory for dealmakers.

Helsingin Seurakuntayhtymä manages approximately €258 million in assets across three investment portfolios to fund the operations …

Buttonwood Wealth, founded by Jeff Hahn in 2019, is an investment advisor based in Winchester, Virginia, US.As of February 3, 2026…

Capital Wealth Investments, also known as Zullo Investment Group, Inc., is a US investment advisory firm founded in 2020 and headq…

Kuwait & Middle East Financial Investment Company, founded in 1984, is an investment management firm based in Kuwait.…

Drake & Associates is a US-based wealth management firm headquartered in Waukesha, Wisconsin. Founded in 2002 by Tony Drake, the f…

Damgaard Company is a Danish-owned investment company, operating as a combined VC firm and Business Angle. The firm focuses on the…

Heritage Family Offices is a wealth management firm based in Scottsdale, Arizona.…

Astoria Strategic Wealth, formerly known as Pauley Financial Services, is a US investment advisory firm headquartered in New Braun…

Kantonalen Versicherungskasse Appenzell Innerrhoden is an independent pension scheme for the Swiss canton of Appenzell.…

Miller Value Partners is a US investment management firm founded in 1999 by Bill Miller III and headquartered in Sarasota, Florida…

The Massachusetts Audubon Society (commonly known as Mass Audubon) is a nature conservation organization in Lincoln, Massachusetts…

Colony Family Offices (“Colony”) is a Charlotte, North Carolina-based multi-family office. Founded in 2013, the firm maintains two…

Clerbil SL (“Clerbil”) is an investment company in Bilbao, Spain.…

Côme, Le Family Office, SAS (“Côme”) is a private company founded in 2016 by Julien Magitteri with more than 40 families as client…

Landsiedel & Partner is a Hamburg-based multi-family office that advises wealthy families, foundations and institutional investors…

Souter Investments is a UK-based single-family office founded by Sir Brian Souter that specializes in private equity investments i…

Insight Strategic Wealth is an investment management firm founded in 2008 and headquartered in Knoxville, Tennessee.As of December…

Bethesda, Inc. is a US not-for-profit organization in Cincinnati, Ohio, founded in 1983 to serve as the parent company of Bethesda…

Canter Wealth is a US investment advisory firm headquartered in La Jolla, California. Founded in 2013 by Andrew Canter, the firm s…

M4A3, founded in 2025, is an investment management firm based in Boulder, Colorado, US.The firm manages FoFs like Auklet Fund, Auk…

Grupo Macro ("Grupo") is a Peruvian financial services company founded in 1985 which has a multi-family office business, Macro Wea…

Hornor, Townsend & Kent is an investment adviser headquartered in Horsham, Pennsylvania, US. It was founded in 1969 and is a wholl…

Murphy & Sylvest is a US wealth management firm based in Dallas, Texas, founded in January 2013 by Thomas Murphy and Susan Sylvest…

Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardle…

Wealth Navigation Advisors (d/b/a Oak Lane Advisors) was founded in 2002 and is based in Centerville, Utah, and serves private and…

Heritage Financial, headquartered in Gainesville, Virginia, is a wealth management firm established in 2016, serving private and i…

Independent Wealth Network is a US investment advisory firm based in Urbandale, Iowa. It was founded in 2017 and serves private an…

Castellan Group LLC (“Castellan”) provides investment advisory and family office services. The company is wholly owned by two perp…

Synergy Private LLC (“Synergy Private”) is a multi-family office headquartered in California with four employees.…

Legacy Wealth Planning is a US investment adviser founded in March 2006 with headquarters in Reno, Nevada.…

Cascade Investment Group is a US wealth management firm based in Colorado. Established in 1993, it serves private and institutiona…

The Jewish Federation of Greater Philadelphia, in Philadelphia, Pennsylvania, US, was founded in 1901 as the Federation of Jewish …

Cogent Strategic Wealth is a US investment advisory firm founded in 2010 by Michael Evans in Chicago, Illinois.CSW is a member of …

One Family Office – Dubai is the Dubai-based operations of One Family Office, a Czech multi-family office established in January 2…

Bradley Wealth is an independent advisory firm serving private and institutional clients founded in 2003 by Michael Bradley headqu…

Udit Garg | Co-Founder & Managing Director | Co-Founder & Managing Director | udit.garg@wealthfusion.co.uk | https://www.linkedin.…

Founded in 2009 and based in Seoul, Zenitas Investment Co Ltd (“Zenitas”) is a single-family office, owned by Jae-Yoon Won and his…

Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seaso…

Slayton Lewis is an investment adviser founded in 2001 and headquartered in Chicago, Illinois. The firm, principally owned by Will…

Kaufman, Rossin & Co was founded in 1962 as a family office.…

Orchid Advisory is a multi-family office based in Dallas, TX that provides comprehensive wealth management, investment advisory, a…

Caissa Wealth Strategies, founded in 2009 by Kelly Olson Pedersen, based in Bloomington, Minnesota, is a wealth management firm se…

Blue Barn Wealth is an investment management firm founded in 1994, based in Orem, Utah, serving private and institutional clients.…

NiSource Inc. is a US natural gas and electric utility company based in Merrillville, Indiana. The postretirement benefits complem…

Salzinger Sheaff Brock, founded in 2009, is a wealth management firm based in Indianapolis, Indiana. The firm serves private and i…

The Milwaukee Jewish Federation, located in Milwaukee, Wisconsin, US, was established in 1902 to nurture and sustain a vibrant Jew…

Chapwood Investments is an investment management firm that has served high net-worth clients for over 30 years by bringing clarity…

Massachusetts Port Authority Retiree Benefits Trust was formed on June 27, 2008. The trust offers certain post-employment medical,…