The family office directory for dealmakers.

Palladio Partners is a wealth management firm founded in 2012 by Bernd Kreuter in Frankfurt, Germany.…

Kotak Private (“Kotak”) is part of the Kotak Mahindra Group and provides a private banking and family office service. Kotak Privat…

Nan Fung Trinity (HK) Ltd (“NF Trinity”) is a single-family office headquartered in Hong Kong and employs around 40 people.…

Background to the wealth of The Hershey Trust CompanyThe Hershey Trust Company is responsible for the management of the financial …

Banor SIM is a multi-family office providing independent financial advisory to select entrepreneurial families for organizing, pro…

Banque Richelieu offers comprehensive family office services including family governance, wealth management, and concierge support…

Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e. OCIO)…

Benjamin F. Edwards & Co. is a US wealth management firm founded in 2010 and based in St. Louis, Missouri.CIO Bill Hornbarger lead…

Alkhabeer Capital is an investment management firm founded in 2004 and headquartered in Jeddah, Saudi Arabia. The firm provides Sh…

Schwyzer Kantonalbank is a wealth management firm founded in 1890 and based in Zurich, Switzerland.CIO Thomas Ruehl led the firm's…

Churchill Management Group, operating under Focus Partners Wealth, is a US investment advisory firm founded in 1963 by Fred Fern. …

Tressis is an asset management firm founded in 2000 and based in Madrid, Spain. It is the parent company of Tressis Gestión, which…

Killik & Co. is a wealth management firm based in London, UK, and founded in 1989 by Paul Killik. CIO Simon Marsh, who has been wi…

Brutten Global is a leading provider of innovative and cutting-edge technology solutions for businesses worldwide. With a focus on…

Pavel Šaroch | CIO | CIO | https://www.linkedin.com/in/pavel-saroch-880b1224/ Štěpán Dlouhý | Investment Director | CIO | https://…

Bradley Foster & Sargent is a US investment management firm founded in 1994 and based in Hartford, Connecticut.The investment appr…

Federico Bühlmann | Portfolio Manager for Direct Real Estate & Analyst for Indirect Real Estate Vehicles | Head of Portfolio Manag…

Brown Shipley, part of Quintet Private Bank, is a wealth management firm based in London, UK, with origins dating back to 1818 whe…

Cary Street Partners, founded in 2002, is a wealth manager headquartered in Richmond, Virginia, serving private and institutional …

Plurimi is a multi-family office that advises ultra-high-net-worth clients and institutions through discretionary and advisory man…

WCG Wealth Advisors (d/b/a The Wealth Consulting Group), founded by Jimmy Lee in 1995, is an investment management firm headquarte…

Forvis Mazars LLP, founded through the merger of Forvis and Mazars in 2024, is a professional services firm with a family office s…

Fiduciary Trust Company is a leading financial services firm that specializes in wealth management, investment services, and trust…

Michael Reuss | Member of the Board of Directors, CIO | Member of the Board of Directors, CIO | michael.reuss@hrklunis.de | +49 89…

Soros Fund Management invests globally across diverse asset classes including public and private equity, credit, fixed income, for…

CAZ Investments LP (“CAZ”) is a US-based wealth manager with multi-family office services founded in 2001 and headquartered in Hou…

Hemenway Trust Company preserves and grows client wealth through a long-term investment approach using diversified portfolios span…

Ceresio Investors is a multi-family office founded in 1919 by Antonio Foglia and offers investments across alternative and equity …

Gradient Investments is a US investment management firm headquartered in Arden Hills, Minnesota. The firm offers services to priva…

Joel Isaacson & Co, LLC (“JIAC”) is a multi-family office headquartered in New York. The firm was founded in 1993, and presently e…

ATAG provides valued services to high net worth individuals, families and entrepreneurs.…

Piguet Galland is a private bank owned by Banque Cantonale Vaudoise. It was established in 1856 and is headquartered in Yverdon-le…

Succession Wealth, founded in 2009 and headquartered in Birmingham, is a wealth management firm owned by Aviva with offices across…

The Bahnsen Group is a US wealth management firm founded in 2015 and based in Newport Beach, California.CIO David Bahnsen leads th…

ZWEI Wealth is an independent investment management firm founded in 2014 by Klaus Wellershoff and Patrick Müller. Headquartered in…

Logan Financial is the single-family office of the Logan Group based in Hong Kong, China. Vincent Lau serves as the firm's investm…

H.M. Payson is a US investment advisory firm founded in 1854 by Henry Martyn Payson in Portland, Maine.CIO Peter Robbins leads the…

Park Avenue Securities is a broker/dealer based in New York, United States, and is a wholly-owned subsidiary of The Guardian Life …

Cadogan Group is the private investment company for the UK real estate interests of the Cadogan family.…

Cité Gestion is a Swiss private bank launched in 2009 as a custodian and broker-dealer for Lombard Odier. The firm provides discre…

Concurrent is a Florida-based US wealth management firm founded in 2017 as a network of independent advisors.The investment approa…

Harbert Management Corporation, founded in 1993, is a global wealth manager investing primarily in real estate, equity, and debt. …

About Laird Norton Wetherby, LLCLaird Norton Wetherby, LLC (“LNW”) is an American multi-family office headquartered in Seattle, wi…

proparis Vorsorge Gewerbe Schweiz is a Swiss occupational pension scheme for the employees of small- and medium-sized businesses. …

R.M. Davis is a US wealth management firm founded in 1978 and based in Portland, Maine.CIO John Doughty leads the firm's investmen…

Nicholas Hoffman & Company is a registered investment adviser offering discretionary portfolio management, wealth planning, and st…

Briar Hall is a full service single family office.…

Cassaday & Company, Inc (Cassaday) is a multi-family office headquartered in McLean, Virginia. Founded in 1993, the firm employs a…