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.
Fiscal 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 profileStrat & Fi SARL
$250M-$1BAlexandre Jaubert | Chief Executive Officer, Managing Partner & Founder | Chief Executive Officer, Managing Partner & Founder | aj…
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 profileAlign Impact
$250M-$1BAlign Impact is a US investment adviser founded in 2014 by Jennifer Kenning and headquartered in Denver, Colorado. The firm serves…
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…
View profileHelsingin Seurakuntayhtymä
$250M-$1BHelsingin Seurakuntayhtymä manages approximately €258 million in assets across three investment portfolios to fund the operations …
View profileButtonwood Wealth (BW)
$250M-$1BButtonwood Wealth, founded by Jeff Hahn in 2019, is an investment advisor based in Winchester, Virginia, US.As of February 3, 2026…
View profileCapital Wealth Investments (CWI)
$250M-$1BCapital Wealth Investments, also known as Zullo Investment Group, Inc., is a US investment advisory firm founded in 2020 and headq…
View profileKuwait & Middle East Financial Investment Company (KMEFIC)
$250M-$1BKuwait & Middle East Financial Investment Company, founded in 1984, is an investment management firm based in Kuwait.…
View profileDrake & Associates (D&A)
$250M-$1BDrake & Associates is a US-based wealth management firm headquartered in Waukesha, Wisconsin. Founded in 2002 by Tony Drake, the f…
View profileDamgaard Company
$250M-$1BDamgaard Company is a Danish-owned investment company, operating as a combined VC firm and Business Angle. The firm focuses on the…
View profileHeritage Family Offices (HFO)
$250M-$1BHeritage Family Offices is a wealth management firm based in Scottsdale, Arizona.…
View profileAstoria Strategic Wealth (ASW)
$250M-$1BAstoria Strategic Wealth, formerly known as Pauley Financial Services, is a US investment advisory firm headquartered in New Braun…
View profileKantonalen Versicherungskasse Appenzell Innerrhoden
$250M-$1BKantonalen Versicherungskasse Appenzell Innerrhoden is an independent pension scheme for the Swiss canton of Appenzell.…
View profileMiller Value Partners (MVP)
$250M-$1BMiller Value Partners is a US investment management firm founded in 1999 by Bill Miller III and headquartered in Sarasota, Florida…
View profileMassachusetts Audubon Society
$50M-$250MThe Massachusetts Audubon Society (commonly known as Mass Audubon) is a nature conservation organization in Lincoln, Massachusetts…
View profileClerbil SL
$250M-$1BClerbil SL (“Clerbil”) is an investment company in Bilbao, Spain.…
View profileCôme, Le Family Office, SAS
$250M-$1BCôme, Le Family Office, SAS (“Côme”) is a private company founded in 2016 by Julien Magitteri with more than 40 families as client…
View profileLandsiedel & Partner
$250M-$1BLandsiedel & Partner is a Hamburg-based multi-family office that advises wealthy families, foundations and institutional investors…
View profileSouter Investments LLP
$250M-$1BSouter Investments is a UK-based single-family office founded by Sir Brian Souter that specializes in private equity investments i…
View profileInsight Strategic Wealth (ISW)
$250M-$1BInsight Strategic Wealth is an investment management firm founded in 2008 and headquartered in Knoxville, Tennessee.As of December…
View profileBethesda, Inc.
$50M-$250MBethesda, Inc. is a US not-for-profit organization in Cincinnati, Ohio, founded in 1983 to serve as the parent company of Bethesda…
View profileCanter Wealth
$250M-$1BCanter Wealth is a US investment advisory firm headquartered in La Jolla, California. Founded in 2013 by Andrew Canter, the firm s…
View profileM4a3
$250M-$1BM4A3, founded in 2025, is an investment management firm based in Boulder, Colorado, US.The firm manages FoFs like Auklet Fund, Auk…
View profileGrupo Macro
$250M-$1BGrupo Macro ("Grupo") is a Peruvian financial services company founded in 1985 which has a multi-family office business, Macro Wea…
View profileHornor, Townsend & Kent (HTK)
$250M-$1BHornor, Townsend & Kent is an investment adviser headquartered in Horsham, Pennsylvania, US. It was founded in 1969 and is a wholl…
View profileMurphy & Sylvest (M&S)
$250M-$1BMurphy & Sylvest is a US wealth management firm based in Dallas, Texas, founded in January 2013 by Thomas Murphy and Susan Sylvest…
View profileArrowroot Family Office, LLC
$250M-$1BArrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardle…
View profileWealth Navigation (WN)
$250M-$1BWealth Navigation Advisors (d/b/a Oak Lane Advisors) was founded in 2002 and is based in Centerville, Utah, and serves private and…
View profileHeritage Financial (HF)
$250M-$1BHeritage Financial, headquartered in Gainesville, Virginia, is a wealth management firm established in 2016, serving private and i…
View profileIndependent Wealth Network (IWN)
$250M-$1BIndependent Wealth Network is a US investment advisory firm based in Urbandale, Iowa. It was founded in 2017 and serves private an…
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