The family office directory for dealmakers.

BTG Pactual Family Office is a multi-family office with approximately $22 billion in AUM as of 2025, offering global asset plannin…

Cyrus Herez invests in unlisted companies (PME and ETI) across different development stages including creation, growth, transmissi…

Gonet is a private bank founded in 1845 and based in Geneva, Switzerland.CIO Erik Fruytier led the firm's investment approach, who…

Integrated Partners is a US-based investment firm headquartered in Waltham, Massachusetts. It is owned and operated by Paul Sagane…

Dreyfus Sons & Co is a private bank founded in 1813 and is headquartered in Basel, Switzerland. The firm, founded by Isaac Dreyfus…

Mass General Brigham Ventures is an early-stage venture capital firm founded in 2008 that invests in seed and early-stage life sci…

Picton SA (“Picton”) is a Chilean multi-family office and asset manager headquartered in Santiago. The company, founded in 2011, e…

Whittier Trust employs a hybrid architecture combining internal investment management with selective partnerships with outside man…

Comprehensive Financial Management LLC (“CFM”) is a multi-family office and investment advisory firm founded in California in 1986…

Maybank Private was established in 2013 to serve high-net-worth clients, with offices in Malaysia, Singapore, and Hong Kong. The w…

Rahn+Bodmer is a family-owned private bank founded in 1750 and headquartered in Zurich, Switzerland.Head of Financial Services Fab…

Bordier & Cie. is an international private bank founded in 1844 and based in Geneva, Switzerland. The firm also operates a wealth …

Caixa Gestão de Activos is a wealth management firm founded in 1990, based in Lisbon, Portugal. The firm invests in real estate th…

Choreo (formerly RSM US Wealth Management) is an investment advisory firm headquartered in Rockford, Illinois. The firm is wholly …

Bayshore Global Management is the single-family office of Google co-founder Sergey Brin and his wife Anne Wojcicki. The company wa…

Bemberg Capital SA (“Bemberg Capital”) is a multi-family office headquartered in Luxembourg. The firm operates with over 60 person…

Established in 1992 and headquartered in Hockessin, Delaware, Brandywine Trust Group LLC operates as a wealth manager with family …

Koda Capital is an Australian investment management firm founded in 2014 by Paul Heath and Steve Tucker and based in Sydney, New S…

Quilvest Group is a Luxembourg-based holding company that was founded in 1932. The company maintains offices in Zurich, New York, …

About Stonehage Fleming Family & Partners Ltd.Stonehage Fleming Family & Partners Ltd (“Stonehage Fleming”) is a UK-headquartered …

A&G invests in scale-up companies with proven technology in energy transition, industrial decarbonization, and mobility sectors, t…

Banque SYZ is the private banking division of SYZ Group, founded in 1996 and headquartered in Geneva, Switzerland. The firm offers…

Stanhope Capital is a multi-family office that protects and increases client wealth through superior risk-adjusted returns via ass…

UMB Wealth is division of the UMB Financial Services Corporation, a regional commercial banking group founded in 1913 and based in…

Villum Fonden is a Danish non-profit foundation established by Villum Kann Rasmussen in 1971. The Søborg-based organization suppor…

Union Financière de France is a French firm that primarily distributes asset management solutions. The company offers a range of p…

Oliver Bizon | Co-Founder & Chairman of the Board | Co-Founder, Partner, Chief Executive Officer | obizon@1875.ch Pierre Tardiou |…

Milleis Banque Privée is an independent French private bank and headquartered in Paris, France. The firm provides investments in O…

Optimum Investment Group (OIG) is a South Africa-based wealth management firm founded in April 2014 and headquartered in Cape Town…

Prime Quadrant advises ultra-affluent families and family offices on capital stewardship, institutional-quality investment plannin…

St Louis Trust and Family Office (“SLT”) is a multi-family office established in 2002 and based in St Louis. The firm has 80 emplo…

As a multi-family office, Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for …

Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for compan…

Summit Financial (formerly Summit Equities) is a US investment management firm founded in 1982 and headquartered in Parsippany, Ne…

NewEdge Wealth LLC (“NEW”), founded in 2020, is a wealth management business offering family office services headquartered in Stam…

Capricorn Investment Group is an investment management firm that invests in the public equity, fixed income, private equity and re…

Inter Fund Management SA was established in 1998 and is based in Luxembourg.…

Rothschild & Co, founded in 1798, is an investment management and advisory group headquartered in Paris, France. The firm operates…

The Family Office at Synovus serves ultra-high-net-worth families by providing comprehensive investment management and advisory se…

Maerki Baumann & Co AG (“Maerki”) is a Swiss private bank headquartered in Zurich founded in 1932. The firm employs 96 people and …

von Euler & Partners AB (“Euler”) is a multi-family office affiliated with Swedish financial services firm Säkra. Euler was founde…

Independent Financial Partners is a US wealth management firm founded in 2019 and based in Tampa, Florida.CIO Aaron Gilman leads t…

Chase de Vere is a UK-based wealth management firm founded in 1969. It provides comprehensive financial and investment advice, alo…

Fry Family Office is an independent multi-family office providing governance, reporting, and disciplined capital allocation across…

Founded in 2016, Wren Investment Office Ltd ("Wren") is a multi-family office headquartered in London. The firm employs 24 personn…

PAM Capital offers personalized wealth management and financial advisory services to individuals, companies, and institutions. The…

The Mather Group, headquartered in Chicago, Illinois, is a US investment adviser founded in 2011 and is owned by Mather Holdings, …

Greenleaf Trust's Family Office serves high-net-worth families with multigenerational wealth management solutions, focusing on pre…