The family office directory for dealmakers.

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…

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…

Plancorp is a US wealth management firm founded in 1983 by Jeff Buckner and based in St. Louis, Missouri.Co-CIO Peter Lazaroff and…

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-…

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…

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