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.
Lupoff/Stevens Family Office
$50M-$250MLupoff/Stevens Family Office, formerly Lupoff Friends and Family Interests, is an impact investment firm based in Brooklyn, New Yo…
View profilePramadex Corporation Panama
$50M-$250MPramadex Corporation Panama (“Pramadex”) is a Panama-based multi-family office and wealth management firm founded in 2013. The fir…
View profileBurelle Participations SA
$50M-$250MBurelle Participations is the private equity subsidiary of Burelle SA, a listed family holding company, investing in unlisted mid-…
View profileAbbey Street, LLC
$50M-$250MAbbey Street is a private wealth management firm offering customized investment advisory services to individuals and families. The…
View profileDrum Hill Capital LLC
$50M-$250MDrum Hill Capital is a multi-family office committed to providing cutting edge insights and opportunities for our clients. This MF…
View profileTrueman Brown
$50M-$250MTrueman Brown, founded in 2006 by Roy Brown, is a US wealth management firm based in Rolling Meadows, Illinois, serving private an…
View profileFM Global (PBOP)
$50M-$250MFM Global is an American mutual insurance company based in Johnston, Rhode Island. The company specializes in loss prevention serv…
View profileArtha Holding
$50M-$250MArtha is a Danish multi-family office and independent asset manager headquartered in Holte. Artha Holding owns Artha Kapitalforval…
View profileGreater Gifts Family Office
$50M-$250MGreater Gifts Family Office provides comprehensive wealth management integrated with faith-based guidance, financial literacy trai…
View profileMatter Family Office
$158MMatter has provided investment, wealth planning and coordination, and culture and legacy services to multi-generation families for…
View profileWpa Family Office, LLC
$50M-$250MWPA Family Office is an independent boutique wealth management firm offering comprehensive family office services as a turn-key mu…
View profileBecketts
$50M-$250MBecketts is a UK-based wealth management firm founded in 1999 and headquartered in Lancashire.…
View profileTexas Exes
$50M-$250MThe Ex-Students' Association of the University of Texas (commonly known as Texas Exes) is the association of former students of th…
View profileWise Wealth (WW)
$50M-$250MWise Wealth is a US investment advisory firm founded in 2007 by Stephen Stricklin, headquartered in Lee's Summit, Missouri.CIO Ben…
View profileV.
$146MV. | Ivici Group is a multi family office platform focused on risk management, premium finance, tax mitigation, private equity, in…
View profileOncor Electric Delivery Company LLC Post-Employment Benefit Plans
$50M-$250MOncor Electric Delivery Company is a US public utility company that transmits and distributes electricity. The company serves more…
View profileHenry Crown & Company LLC
$50M-$250MAlexander Edwards | Investment Manager, Real Estate | Investment Manager, Real Estate | aedwards@crown-chicago.com | https://www.l…
View profileFreedom Family Office LLC
$50M-$250MFreedom Family Office is a registered investment adviser serving entrepreneurs that provides personalized wealth advice and family…
View profileCrossGrain Family Investments LLC
$50M-$250MCrossGrain Family Investments LLC (“CrossGrain”) is an American multi-family office based in Henrico, Virginia. Established in 201…
View profileAltar Rock
$50M-$250MAltar Rock, founded in 2020, is a wealth management firm based in Lexington, Massachusetts. It is co-owned by Archan K. Basu, Andr…
View profileFabricius Vermögensverwaltung GmbH
$50M-$250MFabricius Vermögensverwaltung GmbH (“FV”) is an asset manager providing family office services. Headquartered in Frankfurt, German…
View profileGreybull Capital Family Office
$50M-$250MGreybull Capital is a London-based multi-family office that makes long-term investments in private companies, with a focus on acqu…
View profileLegacy PCG
$50M-$250MLegacy PCG (formerly MGO Private Wealth) was founded in 2016 and is based in Newport Beach, California, US. The firm invests direc…
View profileSoros Economic Development Fund (SEDF)
$50M-$250MThe Soros Economic Development Fund (SEDF) is the impact investment arm of the Open Society Foundations. Established in 1997 by Ge…
View profileSteyn Group
$50M-$250MSteyn Group is a single-family office based in the UK.…
View profileGreat Lakes Wealth (GLW)
$50M-$250MGreat Lakes Wealth was founded in 2016 and is headquartered in Northville, Michigan, US.The firm’s investment approach is led by C…
View profileCenterPoint Energy Inc. Post-Retirement Benefit Plans
$50M-$250MCenterPoint Energy Inc. Post-Retirement Benefit Plans provides health care and life insurance benefits, which are a combination of…
View profileNewport
$133MNewport is a wealth management firm founded in 1984 and headquartered in Walnut Creek, California, US. The firm is a provider of p…
View profileFive Eleven Partners
$50M-$250MFounded by Andrew Crofton and Scott Essex in 2025, Five Eleven Family Office LLC (“Five Eleven”) is a multi-family office headquar…
View profileMiddleton Enterprises
$50M-$250MMiddleton Enterprises backs profitable, high-quality UK businesses with £2m-£10m revenues and £250k-£1m EBITDA that have demonstra…
View profileSouthern Company Gas Post-Retirement Benefit Plan
$50M-$250MSouthern Company Gas operates utility networks. The Company distributes and transports liquified and compressed natural gas to res…
View profileArta Finance
$50M-$250MArta Finance is a US wealth manager founded in 2021. It is headquartered in Mountain View, California, and has an additional locat…
View profileThree60 Wealth & Estate Solutions Inc
$50M-$250MThree60 Wealth & Estate Solutions Inc (“Three60”) is a Canadian multi-family office headquartered in Calgary, Alberta. The firm wa…
View profileHerbert J. Sims & Co. (HJS)
$50M-$250MHerbert J. Sims & Co. is a US wealth management firm based in Fairfield, Connecticut, founded in 1935.As of December 31, 2023, the…
View profileCastle Island Family Office LLC
$50M-$250MCastle Island Family Office LLC (“CIFO”) is a multi-family office headquartered in West Palm Beach, Florida. The firm employs arou…
View profileStoryOne Family Office
$50M-$250MStoryOne LLC, doing business as StoryOne Family Office (“SO”), is an SEC Registered Investment Advisor based in Kansas. SO was fou…
View profileGFEP Family Equity GmbH
$50M-$250MGFEP Family Equity (“GFEP”) is a German multi-family office that invests on behalf of high-net-worth individuals. It was founded i…
View profileThe Beit Trust
$50M-$250MAs of Dec. 31, 2017, the 45.20% allocation to UK equity comprises UK equities and unit trusts. Additionally, the 25.60% allocation…
View profileCastle Island Wealth
$50M-$250MCastle Island Wealth, an affiliate of Castle Island Family Office, is an investment advisory firm based in Palm Beach Gardens, Flo…
View profileSecure Wealth Planning Group (SWPG)
$50M-$250MSecure Wealth Planning Group is a US wealth management firm founded in 1997 by Richard Ehrlich and based in Boca Raton, Florida.…
View profileBlikkenburg BV
$50M-$250MBlikkenburg BV is a Dutch single-family office which was established in 1998.…
View profileDouble Eagle Family Offices, LLC
$109MDouble Eagle Family Offices LLC ("DEFO") is a US multi-family office. The firm has been a Registered Investment Advisor with the S…
View profileGraham Family Growth Trust
$50M-$250M-…
View profileBerling Capital OY
$50M-$250MBerling Capital Oy is a Finnish single-family office which was established in 1976.…
View profileChelsea Venture Partners
$50M-$250MChelsea Venture Partners is a private investment firm headquartered in New York, US.Beth Steinberg serves as the director of the m…
View profileDivino Global Holdings (DGH)
$50M-$250MDivino Global Holdings is a US wealth management firm founded in 2023 and based in New York. DGH provides its institutional and fa…
View profileHinkel Family Office
$50M-$250MHinkel Family Office (“Hinkel”) is a multi-family office, part of the Hinkel Group based in Germany. Services are offered via Hink…
View profileNew Form Capital
$50M-$250MEarly stage VC fund focused on FinTech & Blockchain…
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