The family office directory for dealmakers.

Stewardship Financial is a US wealth management firm founded in 2021 by David Medina. It is headquartered in Arcadia, California. …

Talis invests with high conviction in tech and tech-enabled businesses at Seed and Series A stages across Europe and US, supportin…

Walter Viegener | Chairman of the Board - Viega Group | Chairman of the Board - Viega Group Rasmus Hinz | Managing Director | Chai…

Background to the wealth of Peter WerthPeter J Werth is Founder and CEO of ChemWerth Inc, a privately held Connecticut-based corpo…

Mantas Ranonis | Chief Executive Officer | Chief Executive Officer | mantas.ranonis@willgrow.com Adam Saulius Vaina | Member of th…

Wisdom Family Office is an independent Multi Family Office, established and operated by financial, tax and legal experts; which pr…

Parkview is an independent multi-family office established in 2011 that provides investment management and wealth management servi…

MaieutCapital AG is a partner-owned wealth management firm founded in 2014 and headquartered in Zurich, Switzerland.Founder and Ma…

As of Mar. 31, 2018, the Trust had £89.5 million in investable assets, including an endowment valued at £61.7 million.…

Contego Capital Group, Inc. (formerly Contego Capital Advisors, LLC and Jamieson Capital Advisors, LLC) is an asset management fir…

MCM Wealth is a US investment advisory firm based in Novato, California, established in 1997. CIO Robert Hoyt leads the firm's inv…

Quish & Co. is a multi-family office founded in 2008 that provides investment management, cash-flow planning, philanthropic guidan…

Alzheimer's Society invests up to £100k in transformative dementia innovations through their Accelerator Programme, supporting pro…

Reed Capital Partners, founded in 2019 by CEO Lynn Lin, is an independent asset management firm based in Singapore. The firm offer…

The Royce Family Fund is a US not-for-profit organization based in Greenwich, Connecticut. Established in 1985 by Charles M. Royce…

Vested Partners A Multi-Family Office (“VP”) is a multi-family office based in Salem, Virginia. The firm employs around six person…

-…

Andina Family Offices is a premier wealth management firm dedicated to serving the unique needs of high-net-worth families. With a…

Focus Point Capital is an asset manager that combines diversified multi-asset allocation with active risk management through propr…

Keystone Group Family Office Inc (“Keystone Group”) is a multi-family office headquartered in Newark, Delaware. The firm employs a…

Founded in the US in 2009, The Abernathy Group II LLC is a multi-family office with approximately four employees.…

EVEN Family Office, SAS (“EVEN”) is a multi-family office based in Paris. It was founded in 2015 by its current president, Frédéri…

Sphinx Investments is a US asset management firm headquartered in Richmond, Virginia.CEO and Portfolio Manager Joshua Curtis, who …

Save the Children Fund is an international movement for child welfare established in 1919 by Eglantyne Jebb and Dorothy Buxton and…

The Sackler Trust is a non-profit organization supporting research and education charities across the UK since 2010.As of Dec. 31,…

RW Wealth is a US investment advisory firm headquartered in Ponte Vedra Beach, Florida.The firm's strategic and investment approac…

Amadeus Wealth Alternatives is an independent wealth management firm that structures diversified portfolios for high net worth ind…

Bawany Securities (Private) Limited (BSL), established in 2014 and based in Karachi, is a privately owned firm offering portfolio …

KeyCorp Post-Retirement Fund is a retiree healthcare plan for US employees that meet the specified criteria to participate. This p…

LUMA Capital invests in wealth-generating opportunities across traditional investments, private equity, real estate, and direct po…

IRIQIV is a US multi-family office based in Stamford, Connecticut, and was founded in 2019.The firm's investment approach is led b…

Defiant Capital Group is a US-based wealth management firm founded in 2019 and based in Warrendale, Pennsylvania.CIO Jonathan Dane…

Gulfstream Capital, founded in 2012, is a US wealth management firm headquartered in Knoxville, Tennessee. Alongside direct invest…

Honor Family Office (“HFO”) is a boutique multi-family office in California. Jovita Honor established the firm in 2021 and is curr…

Avantia, a multi-family office providing investment management and financial advice to a distinct community of individuals, famili…

Bootpack Financial Partners is a US investment management firm founded in 2020 and based in Jackson, Wyoming.CIO Matthew Lusins le…

Chasefield Capital, headquartered in Lakewood, Colorado is a wealth management firm established in 2014 by Harold Pine. The firm p…

Privatto Administração de Patrimônio Ltda, operating as Privatto Multi Family Office (“Privatto”), is a multi-family office headqu…

Thrift Financial, Inc. is a US wealth management firm founded in April 2021 by George Antonak, based in Newtown, Pennsylvania, ser…

Alzheimer’s Research UK, located in Cambridge and established in 1992, is a nonprofit organization dedicated to funding and conduc…

InvesTrust, founded in 1985, is a US investment advisory firm headquartered in Oklahoma. The firm is a subsidiary of InvesTrust We…

Alan Saunders | Chair of the Board of Finance Nicholas Burt | Investment Sub-Committee Member Andrew S. McMurtrie | Investment Sub…

Kandor Global provides their core services of Wealth Management and strengthen them with unique services of a Multi-Family Office.…

Almanack Investment Partners is a US wealth management firm founded in 2015 and based in Wayne, Pennsylvania.CIO Kevin Harper lead…

Blanco Bonete Inversiones (Magnanni Group) is the family office for Magnanni Inc, a Spanish shoe company founded in 1954. It is he…

Carter, Terry & Company, founded in 1985, is a US wealth management firm based in Atlanta, Georgia.As of December 31, 2024, the fi…

Maxwell Family Office LLC (“Maxwell FO”), is the operating name for R H Crow’s Nest LLC. Maxwell FO is a multi-family office based…

Norwood Ravenswood is a UK non-profit organization established in 1795. Norwood is a Jewish charity supporting vulnerable children…