The family office directory for dealmakers.

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…

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 …

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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