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.
Dye Family Office LLC
<$50MDye Family Office LLC ("Dye") is a multi-family office with its principal office and place of business in Canfield, Ohio. The comp…
View profileThe Diocese of New Jersey
<$50M-…
View profileChatsworth House Trust
<$50MAs of Mar. 31, 2017, Chatsworth House Trust had £24.7 million in investable assets, including an endowment valued at £0.8 million.…
View profileAxiom Founders Family Office, Inc.
<$50MAXIOM Founders Family Office, Inc. (‘AXIOM’) is a multi-family office and private wealth management advisory firm founded in 2000 …
View profileAmpleforth Abbey
<$50MAs of Aug. 31, 2017, Ampleforth Abbey had £22.4 million in investable assets, including an endowment valued at £2.8 million. Addit…
View profileThe Froebel Trust
<$50MThe Froebel Trust is a non-profit organization established in 2012 located in London, England. The trust supports activities, cour…
View profileDynasty Family Office LLC
<$50MDynasty Family Office helps family business owners and retirees design, build, and protect their wealth through cutting edge techn…
View profileEchelon Virtual Family Office LLC
<$50MEchelon Virtual Family Office provides integrated wealth management solutions including discretionary portfolio management, financ…
View profileMultiplus Finance SA
<$50MMultiPlus is a Geneva-based family office founded in 1990 that provides independent, objective financial advice to families, found…
View profileToucan Financial Inc
<$50MToucan Financial Inc (“Toucan Financial”) is a multi-family office headquartered in Charlotte, North Carolina. The firm employs tw…
View profileStrongHaven Capital LLC
<$50MStrongHaven Capital LLC (“StrongHaven”), established in 2020, is a US-based independent financial advisory firm based in Colorado …
View profileEcosia
<$50MEcosia is expanding beyond its core tree-planting business (230+ million trees planted since 2009) into a diversified climate inve…
View profileLive Oak Family Offices LLC
$13MLive Oak Family Offices is a multi-family office based in Jacksonville, Florida. Working with your other professional advisors, Li…
View profileHeritage Family Offices, LLP
$13MHistorically, family offices were available only to the world’s ultra-affluent families. Today, by leveraging technology, process …
View profileC3 Patrimonial
<$50MC3 Financial Developments SL does business as C3 Patrimonial (“C3”), a multi-family office based in A Coruňa, Spain. C3 was establ…
View profileSudarskis & Partners
<$50MSudarskis & Partners in Leysin, Switzerland is a multi-family office founded in 2009. The firm serves sovereign wealth funds and g…
View profileBird Capital Group
<$50MBird Capital Group invests in majority control of companies with improvable intrinsic value, particularly those experiencing tempo…
View profileTaylor Frigon Family Office, LLC
<$50MTaylor Frigon Family Office LLC (“Taylor Frigon”) is a multi-family office established in Arizona in July 2022. The firm is SEC re…
View profileEN+ Wealth
<$50MEN+ Wealth, founded on October 5, 2023, is a US-based investment advisory firm headquartered in Munster, Indiana, serving HNW clie…
View profileManzanita Capital LLP
<$50MManzanita Capital is a private equity firm founded in 2001 that specializes in investing in luxury and premium niche companies wit…
View profileD3 Family Fund, LP
<$50MD3 Family Fund is a long-term, constructively engaged private equity-like investor in a concentrated portfolio of public micro cap…
View profileLegacy Road Family Offices
<$50MLegacy Road Family Offices is a trusted firm that specializes in providing comprehensive wealth management services to affluent fa…
View profileStrategic Capital Allocation Group (SCA)
<$50MStrategic Capital Allocation Group is a US wealth management firm headquartered in Boston, Massachusetts. It was founded in 2001 a…
View profileCleveland Wealth (CW)
<$50MCleveland Wealth is a US investment advisory firm headquartered in Cleveland, Ohio. It was formed in 2005 and principally owned by…
View profileEthical Capital Investment Collaborative
<$50MEthical Capital Investment Collaborative is a US investment adviser headquartered in Provo, Utah.Founder and CIO Sloane Ortel has …
View profileBanwell Financial Inc. (BFI)
<$50MBanwell Financial Inc. (BFI) is a registered dealer based in Toronto, Canada, that is entirely neutral when advising investments f…
View profileLoch Alainn Capital
<$50MLoch Alainn Capital is a Chicago-based private equity investment firm, investing in sector focused lower and middle market buyout …
View profileCentricity Financial
<$50MCentricity Financial, headquartered in Newport Beach, California is a wealth management firm established in 2008. The firm offers …
View profileTower 3 Investments, LLC
<$50MTower 3 Investments, LLC is a Virginia-based family office.…
View profileThe Jeffrey Company
<$50MThe Jeffrey Company is a global investment fund and family office with roots dating back to 1877 in equipment manufacturing, engin…
View profileStonehage Fleming
<$50MStonehage Fleming is adviser to many of the world’s leading families and wealth creators. We manage and protect their wealth, ofte…
View profileBrederode
<$50MBrederode is an international investment company based in Luxembourg, with its shares listed on the Brussels Euronext and the Luxe…
View profile'T' Single Family Office
Lorenzo Tosonotti serves as Financial Manager at Single Family Office firm.…
View profile(Bpifrance) Banque Publique D'Investissement
DescriptionBanque publique d'investissement is a French investment bank. It was a joint venture of two public entities: Caisse des…
View profile051 Capital
Multi Family Office with SFO head. We manage your money like we manage ours.…
View profile0704 CAPITAL
0704 Capital is a single-family office headquartered in Charlottesville, Virginia.…
View profile1 4 All Group
1 4 All Group [LOCATION] Building 2, Dubai Silicon Oasis, Dubai, UAE…
View profile1 Oak Capital Ltd
1 Oak Capital Ltd (”1 Oak”) is a London-based asset manager which offers multi-family office services. The firm was founded in 200…
View profile10 Branch, LLC
10 Branch, LLC [LOCATION] Portland, OR…
View profile10Branch
10Branch, LLC combines capital with an operationally proven approach to help companies find deliberate growth.…
View profile10K Partners
10K Partners [LOCATION] Dubai…
View profile10K Ventures
10K Ventures [LOCATION] Berlin, Germany…
View profile1112 Partners LLC
1112 Partners LLC is a single-family office located in Bryn Mawr.…
View profile1248 Holdings, LLC.
In 2007, the Bicknell family formed a new family office, then named the Bicknell Family Holding Company. In 2020, it was reorganiz…
View profile1337 Capital
1337 Capital is a family office that specializes in investment management, real estate development, and event promotion. The firm …
View profile156 Wealth Co Ltd
156 Wealth Co Ltd (“156 Wealth”) is a multi-family office headquartered in Bangkok, Thailand.…
View profile1650 WEALTH FAMILY OFFICE
1650 Wealth Management is a Florida based multi family office. They specialize in investment management and wealth management solu…
View profile1707 Capital
1707 Capital is a single-family office with an international, diversified, multi asset portfolio. Our focus is on sustainable manu…
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