Family Office Directory

The family office directory for dealmakers.

Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.

Yale Capital Corp

$1B-$10B
Saint Petersburg, Florida

Yale Capital is an independent, registered investment advisor. We provide wealth and risk management, turn-key cash management and

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Banque Heritage SA (BH)

$1B-$10B
Geneva

Banque Heritage SA (“Banque Heritage”) is a private bank headquartered in Geneva, Switzerland, with offices in Basel, Sion, and Zu

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OneSeven

$1B-$10B
Beachwood, Ohio

OneSeven, formerly known as We Are One Seven, LLC, is a US investment adviser founded in 2016 and based in Beachwood, Ohio. The fi

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Chicago Capital (Chi-Cap)

$1B-$10B
Chicago, Illinois

Chicago Capital, founded in 2018, is a US wealth manager based in Chicago, Illinois.As of December 31, 2025, the firm managed $4.8

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Klingman & Associates, LLC (K&A)

$1B-$10B
New York, New York

Klingman & Associates, LLC (“Klingman”) is a multi-family office based in New York. The firm was founded in 2001 by Gerry Klingman

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Sowell Management

$1B-$10B
North Little Rock, Arkansas

Sowell Management is a US wealth management firm founded in 2001 by Bill and Cindy Sowell, headquartered in North Little Rock, Ark

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Symmetry Partners, LLC.

$1B-$10B
Glastonbury, Connecticut

Symmetry Partners is an SEC-registered investment advisory firm that provides evidence-based, academically-grounded investment str

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AlTi Global, Inc.

$10B+
New York, New York

Kent Insley | Head of Portfolio Management | Head of Portfolio Management | kent.insley@alti-global.com | https://www.linkedin.com

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Yangzijiang Financial Holding

$1B-$10B
Singapore

Yangzijiang Financial Holding is a Singapore-based investment manager focusing on investment management, fund and wealth managemen

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Ethmar International Holding (EIH)

$1B-$10B
Abu Dhabi

Ethmar International Holding (EIH) is an investment holding company headquartered in Abu Dhabi. The firm manages a diversified por

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Freemont Capital Pte Ltd

$10B+
Singapore

Freemont Capital Pte Ltd, founded in 2022, is a Singaporean asset management company and single-family office that manages several

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Euroz Hartleys Group

$1B-$10B
Perth, Western Australia

Euroz Hartleys Group is an Australian-based investment firm founded in 2000 and headquartered in Perth, Western Australia. The fir

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Portofino Gestão de Recursos Ltda

$1B-$10B
São Paulo

Portofino Gestão de Recursos Ltda (“Portofino Management”) is a multi-family office headquartered in São Paulo, with an additional

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Pleion SA

$1B-$10B
Geneva

PLEION SA, previously known as Pleion Gestion de Fortune, is a Swiss management firm based in Genève and founded in 1980. In Augus

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Rijn Capital B.V.

$1B-$10B
Amsterdam

Background to the wealth of Rafael del PinoRijn Capital BV is the private investment company of Rafael del Pino y Calvo Sotelo, Ch

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Family Management Corporation (FMC)

$1B-$10B
New York, New York

Family Management Corporation, part of the Family Management Group, is a New York, US-based investment advisory firm founded in 19

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Venture Visionary Partners (VVP)

$1B-$10B
Sylvania, Ohio

Visionary Venture Partners (VVP), founded in 2019 by Craig D. Findley, is a US wealth manager headquartered in Sylvania, Ohio.CIO

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Velux Fonden

$1B-$10B
Søborg

Velux Fonden is a Danish philanthropic foundation established in 1981 by Villum Kann Rasmussen, MSc in Engineering. The Søborg-bas

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Banque Eric Sturdza

$1B-$10B
Geneva

Banque Eric Sturdza, headquartered in Geneva, Switzerland, is a privately owned firm specializing in wealth management, private ba

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Promus Holdings, LLC

$1B-$10B
Chicago, Illinois

Promus Holdings, LLC (“Promus”) is US-based multi-family office headquartered in Chicago.Established in 2006 by the Musso and Code

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Howard de Walden Estate Holdings Ltd

$1B-$10B
London

Howard de Walden Estates Holdings is the private investment company of the Howard de Walden family, owners of a large estate in th

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Beacon Trust

$1B-$10B
Morristown, New Jersey

Beacon Investment Advisory Services, Inc. (d/b/a Beacon Trust) is a US asset management firm founded in 1988 and headquartered in

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Hamilton Capital (HC)

$1B-$10B
Columbus, Ohio

Hamilton Capital is a US-based wealth management firm founded in 1997 and headquartered in Columbus, Ohio. It is primarily owned b

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Harbor Group International (HGI)

$1B-$10B
Norfolk, Virginia

Harbor Group International is a US investment advisory firm founded in 1985 and based in Norfolk, Virginia.CIO Michael Nathan is r

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Galapagos Capital Ltda

$1B-$10B
São Paulo

Galapagos Capital Ltda (“Galapagos”) is a Brazilian-based investment company which offers wealth management, asset management, inv

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Jera Capital Gestão De Recursos Ltda

$1B-$10B
São Paulo

Jera Capital Gestão De Recursos Ltda is a Brazilian multi-family office which was founded as “Alínea Gestão de Recursos Ltda” in 2

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Tfo Group

$1B-$10B
London, United Kingdom

TFO Family Office Partners is a multi-family office providing integrated wealth management and investment advisory services to aff

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Halbert Hargrove (HH)

$1B-$10B
Long Beach, California

Halbert Hargrove Global Advisors (d/b/a Halbert Hargrove) is a US investment management firm founded in 1933 and headquartered in

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Performance Wealth

$1B-$10B
Hinsdale, Illinois

Performance Wealth Partners (d/b/a Performance Wealth), founded in 2020, is a US investment advisory firm headquartered in Hinsdal

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Jefferies Family Office

$1B-$10B
New York, New York

Jefferies Family Office is a multi-family office headquartered in New York that manages and invests capital on behalf of Jefferies

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Jasper Ridge Partners LP

$1B-$10B
Menlo Park, California

Founded in 1995, Jasper Ridge Partners LP ("Jasper Ridge") is a wealth management and asset management firm. Headquartered in Menl

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Auretas Family Trust GmbH

$1B-$10B
Hamburg

AURETAS is an independent multi-family office serving over 400 clients with €4+ billion in assets under management. They focus on

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First Avenue Investment Counsel

$1B-$10B
Toronto, Ontario

First Avenue Investment Counsel is a Canadian multi-family office providing investment management services with a pension-style ap

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Massena Partners

$1B-$10B
Paris

Fondée il y a 30 ans, Massena Partners est une société de gestion et un AIFM (Alternative Investment Fund Manager) de droit lux

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Probus Pleion SA

$1B-$10B
Geneva

Probus Pleion SA offers family office services and asset management solutions with a long-term perspective focused on emerging mar

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Waypoint Capital Partners

$1B-$10B
Rye, New York

Background to the wealth of John MoultonWayPoint Capital Partners is the direct private equity affiliate of Privet Capital, a fami

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Wedbush Securities (WS)

$1B-$10B
Los Angeles, California

Wedbush Securities is a division of Wedbush & Co., a family-owned merchant bank founded in 1955. The investment management divisio

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The Progeny Group Ltd

$1B-$10B
Leeds

The Progeny Group Ltd is a global professional services firm offering advisory services suite in financial planning, tax, legal, a

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Pacific Tiger Group (PTG)

$1B-$10B
Hong Kong

Pacific Tiger Group (PTG) is a Hong Kong-based single-family office that specializes in emerging managers and impact investments.

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Nordwand Capital

$1B-$10B
Radnor, Pennsylvania

Nordwand Capital is a multi-family office specially designed to service a select group of like-minded, ultra-high-net worth famili

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Pg3 AG

$1B-$10B
Baar

PG3 AG, founded in 2013 as the family office of Partners Group co-founders, invests in niche alternative asset classes with a focu

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Capitell Vermögens-Management AG

$1B-$10B
Frankfurt

Capitell Vermögens-Management AG (“Capitell”) is a Frankfurt-based wealth manager that was founded in 2000. The company employs mo

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Tinicum Enterprises

$1B-$10B
New York, New York

Tinicum Enterprises is a family office seeking to invest in early stage businesses. Tinicum is not a fund nor does it seek outside

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Tareno AG

$1B-$10B
Basel

Simon Lutz | CIO | Portfolio Manager and Chief Investment Officer - Equities | s.lutz@tareno.ch | +44 61 282 28 00 | https://www.l

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Avidian Wealth Solutions (AWS)

$1B-$10B
Houston, Texas

Avidian Wealth Solutions is a US investment advisory firm founded in 2002 and based in Houston, Texas.CIO Jacob Borbidge leads the

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City of Hope (COH)

$1B-$10B
Duarte, California

City of Hope (COH), located in Duarte, California, is a US non-profit that raises funds to support research and advancement in hea

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Kingswood Group

$1B-$10B
London

Kingswood Group is a wealth management firm headquartered in London, United Kingdom. The Kingswood Group owns and operates Kingswo

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Colombo Wealth SA

$1B-$10B
Lugano

Founded in 1974, Colombo Wealth SA (“Colombo”) is a wealth management firm with family office services. Headquartered in Lugano, S

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