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.
Save the Children Fund
$50M-$250MSave the Children Fund is an international movement for child welfare established in 1919 by Eglantyne Jebb and Dorothy Buxton and…
View profileThe Sackler Trust
$50M-$250MThe Sackler Trust is a non-profit organization supporting research and education charities across the UK since 2010.As of Dec. 31,…
View profileRW Wealth
$50M-$250MRW Wealth is a US investment advisory firm headquartered in Ponte Vedra Beach, Florida.The firm's strategic and investment approac…
View profileAmadeus Wealth Alternatives (AWA)
$50M-$250MAmadeus Wealth Alternatives is an independent wealth management firm that structures diversified portfolios for high net worth ind…
View profileBawany Securities ltd
$50M-$250MBawany Securities (Private) Limited (BSL), established in 2014 and based in Karachi, is a privately owned firm offering portfolio …
View profileKeyCorp Post-Retirement Fund
$50M-$250MKeyCorp Post-Retirement Fund is a retiree healthcare plan for US employees that meet the specified criteria to participate. This p…
View profileLuma Capital LLC
$50M-$250MLUMA Capital invests in wealth-generating opportunities across traditional investments, private equity, real estate, and direct po…
View profileIriqiv
$50M-$250MIRIQIV is a US multi-family office based in Stamford, Connecticut, and was founded in 2019.The firm's investment approach is led b…
View profileDefiant Capital Group (DCG)
<$50MDefiant Capital Group is a US-based wealth management firm founded in 2019 and based in Warrendale, Pennsylvania.CIO Jonathan Dane…
View profileGulfstream Capital
<$50MGulfstream Capital, founded in 2012, is a US wealth management firm headquartered in Knoxville, Tennessee. Alongside direct invest…
View profileHonor Family Office LLC
<$50MHonor Family Office (“HFO”) is a boutique multi-family office in California. Jovita Honor established the firm in 2021 and is curr…
View profileAvantia
<$50MAvantia, a multi-family office providing investment management and financial advice to a distinct community of individuals, famili…
View profileBootpack Financial Partners (BFP)
<$50MBootpack Financial Partners is a US investment management firm founded in 2020 and based in Jackson, Wyoming.CIO Matthew Lusins le…
View profileChasefield Capital
<$50MChasefield Capital, headquartered in Lakewood, Colorado is a wealth management firm established in 2014 by Harold Pine. The firm p…
View profilePrivatto Administração de Patrimônio Ltda
<$50MPrivatto Administração de Patrimônio Ltda, operating as Privatto Multi Family Office (“Privatto”), is a multi-family office headqu…
View profileThrift Financial, Inc.
<$50MThrift Financial, Inc. is a US wealth management firm founded in April 2021 by George Antonak, based in Newtown, Pennsylvania, ser…
View profileAlzheimer's Research UK (ARUK)
<$50MAlzheimer’s Research UK, located in Cambridge and established in 1992, is a nonprofit organization dedicated to funding and conduc…
View profileInvesTrust
<$50MInvesTrust, founded in 1985, is a US investment advisory firm headquartered in Oklahoma. The firm is a subsidiary of InvesTrust We…
View profileThe South London Church Fund and Southwark Diocese Board of Finance
<$50MAlan Saunders | Chair of the Board of Finance Nicholas Burt | Investment Sub-Committee Member Andrew S. McMurtrie | Investment Sub…
View profileKandor Global
<$50MKandor Global provides their core services of Wealth Management and strengthen them with unique services of a Multi-Family Office.…
View profileAlmanack Investment Partners
$35MAlmanack Investment Partners is a US wealth management firm founded in 2015 and based in Wayne, Pennsylvania.CIO Kevin Harper lead…
View profileBlanco Bonete Inversiones (Magnanni Group) (BBI)
<$50MBlanco Bonete Inversiones (Magnanni Group) is the family office for Magnanni Inc, a Spanish shoe company founded in 1954. It is he…
View profileCarter, Terry & Company (CT&C)
<$50MCarter, Terry & Company, founded in 1985, is a US wealth management firm based in Atlanta, Georgia.As of December 31, 2024, the fi…
View profileMaxwell Family Office,LLC
<$50MMaxwell Family Office LLC (“Maxwell FO”), is the operating name for R H Crow’s Nest LLC. Maxwell FO is a multi-family office based…
View profileNorwood Ravenswood
<$50MNorwood Ravenswood is a UK non-profit organization established in 1795. Norwood is a Jewish charity supporting vulnerable children…
View profileDye 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 profileAccess Industries
<$50M-…
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…
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