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.

Lupoff/Stevens Family Office

$50M-$250M
Brooklyn, New York

Lupoff/Stevens Family Office, formerly Lupoff Friends and Family Interests, is an impact investment firm based in Brooklyn, New Yo

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Pramadex Corporation Panama

$50M-$250M
Panama City

Pramadex Corporation Panama (“Pramadex”) is a Panama-based multi-family office and wealth management firm founded in 2013. The fir

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Burelle Participations SA

$50M-$250M
Paris

Burelle Participations is the private equity subsidiary of Burelle SA, a listed family holding company, investing in unlisted mid-

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Abbey Street, LLC

$50M-$250M
Eden Prairie, Minnesota

Abbey Street is a private wealth management firm offering customized investment advisory services to individuals and families. The

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Drum Hill Capital LLC

$50M-$250M
Westport, Connecticut

Drum Hill Capital is a multi-family office committed to providing cutting edge insights and opportunities for our clients. This MF

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Trueman Brown

$50M-$250M
Lake Zurich, Illinois

Trueman Brown, founded in 2006 by Roy Brown, is a US wealth management firm based in Rolling Meadows, Illinois, serving private an

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FM Global (PBOP)

$50M-$250M
Johnston, Rhode Island

FM Global is an American mutual insurance company based in Johnston, Rhode Island. The company specializes in loss prevention serv

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Artha Holding

$50M-$250M
Holte

Artha is a Danish multi-family office and independent asset manager headquartered in Holte. Artha Holding owns Artha Kapitalforval

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Greater Gifts Family Office

$50M-$250M
Fort Myers, Florida

Greater Gifts Family Office provides comprehensive wealth management integrated with faith-based guidance, financial literacy trai

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Matter Family Office

$158M
Clayton, MO

Matter has provided investment, wealth planning and coordination, and culture and legacy services to multi-generation families for

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Wpa Family Office, LLC

$50M-$250M
Dallas, TX

WPA Family Office is an independent boutique wealth management firm offering comprehensive family office services as a turn-key mu

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Becketts

$50M-$250M
Lancashire

Becketts is a UK-based wealth management firm founded in 1999 and headquartered in Lancashire.

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Texas Exes

$50M-$250M
Austin, Texas

The Ex-Students' Association of the University of Texas (commonly known as Texas Exes) is the association of former students of th

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Wise Wealth (WW)

$50M-$250M
Lees Summit, Missouri

Wise Wealth is a US investment advisory firm founded in 2007 by Stephen Stricklin, headquartered in Lee's Summit, Missouri.CIO Ben

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V.

$146M

V. | Ivici Group is a multi family office platform focused on risk management, premium finance, tax mitigation, private equity, in

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Oncor Electric Delivery Company LLC Post-Employment Benefit Plans

$50M-$250M
Dallas, Texas

Oncor Electric Delivery Company is a US public utility company that transmits and distributes electricity. The company serves more

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Henry Crown & Company LLC

$50M-$250M
Chicago, Illinois

Alexander Edwards | Investment Manager, Real Estate | Investment Manager, Real Estate | aedwards@crown-chicago.com | https://www.l

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Freedom Family Office LLC

$50M-$250M
Miami, Florida

Freedom Family Office is a registered investment adviser serving entrepreneurs that provides personalized wealth advice and family

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CrossGrain Family Investments LLC

$50M-$250M
Henrico, Virginia

CrossGrain Family Investments LLC (“CrossGrain”) is an American multi-family office based in Henrico, Virginia. Established in 201

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Altar Rock

$50M-$250M
Lexington, Massachusetts

Altar Rock, founded in 2020, is a wealth management firm based in Lexington, Massachusetts. It is co-owned by Archan K. Basu, Andr

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Fabricius Vermögensverwaltung GmbH

$50M-$250M
Frankfurt am Main

Fabricius Vermögensverwaltung GmbH (“FV”) is an asset manager providing family office services. Headquartered in Frankfurt, German

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Greybull Capital Family Office

$50M-$250M
London, United Kingdom

Greybull Capital is a London-based multi-family office that makes long-term investments in private companies, with a focus on acqu

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Legacy PCG

$50M-$250M
Newport Beach, California

Legacy PCG (formerly MGO Private Wealth) was founded in 2016 and is based in Newport Beach, California, US. The firm invests direc

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Soros Economic Development Fund (SEDF)

$50M-$250M
New York, New York

The Soros Economic Development Fund (SEDF) is the impact investment arm of the Open Society Foundations. Established in 1997 by Ge

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Steyn Group

$50M-$250M
London

Steyn Group is a single-family office based in the UK.

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Great Lakes Wealth (GLW)

$50M-$250M
Northville, Michigan

Great Lakes Wealth was founded in 2016 and is headquartered in Northville, Michigan, US.The firm’s investment approach is led by C

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CenterPoint Energy Inc. Post-Retirement Benefit Plans

$50M-$250M
Houston, Texas

CenterPoint Energy Inc. Post-Retirement Benefit Plans provides health care and life insurance benefits, which are a combination of

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Newport

$133M
Lake Mary, Florida

Newport is a wealth management firm founded in 1984 and headquartered in Walnut Creek, California, US. The firm is a provider of p

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Five Eleven Partners

$50M-$250M
Garden City, New York

Founded by Andrew Crofton and Scott Essex in 2025, Five Eleven Family Office LLC (“Five Eleven”) is a multi-family office headquar

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Middleton Enterprises

$50M-$250M
London, United Kingdom

Middleton Enterprises backs profitable, high-quality UK businesses with £2m-£10m revenues and £250k-£1m EBITDA that have demonstra

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Southern Company Gas Post-Retirement Benefit Plan

$50M-$250M
Atlanta, Georgia

Southern Company Gas operates utility networks. The Company distributes and transports liquified and compressed natural gas to res

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Arta Finance

$50M-$250M
Mountain View, California

Arta Finance is a US wealth manager founded in 2021. It is headquartered in Mountain View, California, and has an additional locat

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Three60 Wealth & Estate Solutions Inc

$50M-$250M
Calgary, Alberta

Three60 Wealth & Estate Solutions Inc (“Three60”) is a Canadian multi-family office headquartered in Calgary, Alberta. The firm wa

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Herbert J. Sims & Co. (HJS)

$50M-$250M
Fairfield, Connecticut

Herbert J. Sims & Co. is a US wealth management firm based in Fairfield, Connecticut, founded in 1935.As of December 31, 2023, the

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Castle Island Family Office LLC

$50M-$250M
West Palm Beach, Florida

Castle Island Family Office LLC (“CIFO”) is a multi-family office headquartered in West Palm Beach, Florida. The firm employs arou

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StoryOne Family Office

$50M-$250M
Overland Park, Kansas

StoryOne LLC, doing business as StoryOne Family Office (“SO”), is an SEC Registered Investment Advisor based in Kansas. SO was fou

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GFEP Family Equity GmbH

$50M-$250M
Munich

GFEP Family Equity (“GFEP”) is a German multi-family office that invests on behalf of high-net-worth individuals. It was founded i

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The Beit Trust

$50M-$250M
Surrey

As of Dec. 31, 2017, the 45.20% allocation to UK equity comprises UK equities and unit trusts. Additionally, the 25.60% allocation

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Castle Island Wealth

$50M-$250M
Palm Beach Gardens, Florida

Castle Island Wealth, an affiliate of Castle Island Family Office, is an investment advisory firm based in Palm Beach Gardens, Flo

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Secure Wealth Planning Group (SWPG)

$50M-$250M
Boca Raton, Florida

Secure Wealth Planning Group is a US wealth management firm founded in 1997 by Richard Ehrlich and based in Boca Raton, Florida.

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Blikkenburg BV

$50M-$250M
Zeist

Blikkenburg BV is a Dutch single-family office which was established in 1998.

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Double Eagle Family Offices, LLC

$109M
Fort Worth, TX

Double Eagle Family Offices LLC ("DEFO") is a US multi-family office. The firm has been a Registered Investment Advisor with the S

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Graham Family Growth Trust

$50M-$250M
Washington, District of Columbia (D.C.)

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Berling Capital OY

$50M-$250M
Helsinki

Berling Capital Oy is a Finnish single-family office which was established in 1976.

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Chelsea Venture Partners

$50M-$250M
New York, New York

Chelsea Venture Partners is a private investment firm headquartered in New York, US.Beth Steinberg serves as the director of the m

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Divino Global Holdings (DGH)

$50M-$250M
New York, New York

Divino Global Holdings is a US wealth management firm founded in 2023 and based in New York. DGH provides its institutional and fa

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Hinkel Family Office

$50M-$250M
Dusseldorf

Hinkel Family Office (“Hinkel”) is a multi-family office, part of the Hinkel Group based in Germany. Services are offered via Hink

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New Form Capital

$50M-$250M
New York, New York

Early stage VC fund focused on FinTech & Blockchain

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