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.

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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Strat & Fi SARL

$250M-$1B
Paris

Alexandre Jaubert | Chief Executive Officer, Managing Partner & Founder | Chief Executive Officer, Managing Partner & Founder | aj

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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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Align Impact

$250M-$1B
Denver, Colorado

Align Impact is a US investment adviser founded in 2014 by Jennifer Kenning and headquartered in Denver, Colorado. The firm serves

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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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Helsingin Seurakuntayhtymä

$250M-$1B
Helsinki

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

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Buttonwood Wealth (BW)

$250M-$1B
Winchester, Virginia

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

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Capital Wealth Investments (CWI)

$250M-$1B
Scranton, Pennsylvania

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

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Kuwait & Middle East Financial Investment Company (KMEFIC)

$250M-$1B
Kuwait City

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

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Drake & Associates (D&A)

$250M-$1B
Waukesha, Wisconsin

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

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Damgaard Company

$250M-$1B
Copenhagen

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

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Heritage Family Offices (HFO)

$250M-$1B
Scottsdale, Arizona

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

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Astoria Strategic Wealth (ASW)

$250M-$1B
New Braunfels, Texas

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

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Kantonalen Versicherungskasse Appenzell Innerrhoden

$250M-$1B
Appenzell

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

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Miller Value Partners (MVP)

$250M-$1B
Sarasota, Florida

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

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Massachusetts Audubon Society

$50M-$250M
Lincoln, Massachusetts

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

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Clerbil SL

$250M-$1B
Bilbao

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

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Côme, Le Family Office, SAS

$250M-$1B
Paris

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

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Landsiedel & Partner

$250M-$1B
Hamburg

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

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Souter Investments LLP

$250M-$1B
Edinburgh

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

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Insight Strategic Wealth (ISW)

$250M-$1B
Knoxville, Tennessee

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

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Bethesda, Inc.

$50M-$250M
Cincinnati, Ohio

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

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Canter Wealth

$250M-$1B
La Jolla, California

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

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M4a3

$250M-$1B
Boulder, Colorado

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

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Grupo Macro

$250M-$1B
Lima

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

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Hornor, Townsend & Kent (HTK)

$250M-$1B
Horsham, Pennsylvania

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

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Murphy & Sylvest (M&S)

$250M-$1B
Dallas, Texas

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

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Arrowroot Family Office, LLC

$250M-$1B
Marina Del Rey, CA

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

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Wealth Navigation (WN)

$250M-$1B
Centerville, Utah

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

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Heritage Financial (HF)

$250M-$1B
Gainesville, Virginia

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

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Independent Wealth Network (IWN)

$250M-$1B
Urbandale, Iowa

Independent 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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