The family office directory for dealmakers.

Eres Group is a French provider of employee benefit consulting services specializing in advisory, asset management, distribution o…

Euromobiliare Advisory SIM is a Milan, Italy-based wealth management firm founded in 2017 and is part of the Credem Group.…

FINVIA Family Office GmbH (“FINVIA”) is a Frankfurt-based multi-family office. The company was founded in 2019, and currently empl…

IBS Capital Allies, established in 1987, is an Amsterdam-based investment institution that offers asset management, fiduciary mana…

LourdMurray is a US investment management firm founded in 2006 and headquartered in Los Angeles, California. The firm merged with …

Lissa S. Gangjee | President and CEO | President and CEO | lgangjee@sentineltrust.com | https://www.linkedin.com/in/lissa-gangjee-…

TAG Investimentos is an independent wealth management firm founded in 2004 and based in São Paulo, Brazil.The firm's investment ap…

Wisdom Group Holdings Ltd (“Wisdom”) is a multi-family office headquartered in Hong Kong with an additional office in Singapore. T…

Avantax Planning Partners, founded in 1983, is a US wealth manager headquartered in Dubuque, Iowa, serving private and institution…

G5 Administradora de Recursos Ltda, known as G5 Partners (“G5”), is a boutique investment bank and management firm that offers fam…

Marcuard Family Office is an independent, partner-led multi-family office founded in 1998 in Zurich that provides comprehensive we…

New Holland Capital, founded in 2006, is a US-based alternative investment manager headquartered in New York. The firm began as an…

Millennium BCP, also known as Banco Comercial Português, is a private bank founded in 1985 and based in Porto, Portugal.CIO Nuno B…

Composition Wealth (formerly Miracle Mile Advisors) is a US investment advisory firm founded in 2007 and headquartered in Los Ange…

Farmers & Merchants Trust Company is a US investment advisory firm founded by C.J. Walker in 1920 with headquarters in Long Beach,…

PARIS-ROUBAIX GROUP is a leading company specializing in organizing cycling tours and events in Paris, including the iconic Paris-…

Glenview Trust Company, founded in 2001, is a US investment advisory firm headquartered in Louisville, Kentucky.The firm's investm…

Snowden Lane Partners is a US-based wealth management firm founded in 2011. SLP provides discretionary and non-discretionary inves…

RFG Advisory, founded in 2003, is a US wealth management firm headquartered in Vestavia Hills, Alabama.CIO Rick Wedell leads the f…

Investissement Québec (IQ) is a government corporation founded in 1998 by an act of the National Assembly of Quebec, to encourage …

MEFIC Capital (aka Middle East Financial Investment Company), founded in 2007, is an investment management firm headquartered in R…

Bartholomew & Company is an independent financial firm affiliated with Commonwealth Financial Network, founded in 1994 and based i…

Consensus Business Group is a London-based single-family office (Tchenguiz Family Trust) managing over $1.2 billion in assets with…

Pioneer Client Associates Pvt Ltd, which operates as Client Associates (“Client Associates”), is a multi-family office headquarter…

Confluence Financial Partners (aka Confluence Wealth Services, Inc.) is a US investment advisory firm founded in 2021 and headquar…

Carnegie Investment Counsel is a wealth management firm founded in 1974, with its headquarters in Cleveland, Ohio.CEO Richard Alt …

Empresa General de Inversiones is an investment management company founded in 1973 as a holding company for Banco General and Comp…

Curi Capital LLC (“Curi”) is an investment advisor and provides family office services. The firm is based in Chicago and has ten o…

Sigma Planning Corporation is a US-based wealth management firm founded in 1996 and headquartered in Ann Arbor, Michigan, serving …

Atomos Wealth was previously known as Sanlam Wealth when it was part of the Sanlam Group. The division was acquired by Oaktree Cap…

TD Private Client Wealth is a wholly owned subsidiary of TD Bank, headquartered in New York, US.Matthew Morin, Head of Investment …

The Canadian Medical Protective Association (CMPA), founded in 1901 and headquartered in Ottawa, Ontario, is a not-for-profit orga…

Vestmark was founded in 2001 based in Massachusetts, US. The firm is a provider of wealth management solutions and services enabli…

The Capital Partnership is a multi-strategy investment firm founded in 1998 by Ahmed Ben Halim and Ali Ojjeh, based in London, UK.…

Truepoint Wealth Counsel LLC (“Truepoint”) is an American multi-family office and wealth manager that was founded in 1990. The fir…

Lee Munder Capital Group Investments is a US investment advisory firm founded in 2000 and is based in Boston, Massachusetts.CIO Da…

Apollon Wealth Management, headquartered in Mount Pleasant, South Carolina, US, was founded in 2018 by Michael Dolberg and Robert …

Panzel Family Office is a Switzerland-based multi-family office founded in 1918 that manages intergenerational family wealth and p…

Central Trust Company serves as the private banking division of Central Trust Bank, a US institution established in 1902 and headq…

The American National Red Cross, also known as the American Red Cross, is a humanitarian organization that provides emergency assi…

Counsel Portfolio Services, a full-service portfolio management firm with its corporate headquarters in Mississauga, Ontario, was …

Escala Partners is a family office advisory business that provides wealth management services and investment advisory to family of…

Urs Leo Grueter | Managing Director | Chief Investment Officer | urs.grueter@marcuardheritage.com | https://www.linkedin.com/in/ur…

Martin Beusch | Asset Manager | Founding Partner | beusch@sound-cap.com | +41 44 206 25 28 Anthony Cagiati | Founding Partner | Fo…

Swisspartners Group AG (“Swisspartners”) is a multi-family office headquartered in Switzerland. The group, which is formed of seve…

Eduardo Gomes de Almeida | Co-Chairman of the Board | Co-Chairman of the Board | ealmeida@turimbr.com Lucas Panaro | Fund Analyst …

WIT LLC is a family office for the Walton family and is owned by Walton Enterprises LLC. The firm was founded in 2019. WIT is an a…

Al Rajhi Capital, a subsidiary of Al Rajhi Bank, is a Saudi closed joint-stock company licensed by the Capital Market Authority. E…