The family office directory for dealmakers.

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, …

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.…

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…

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

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 …