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-$10BYale Capital is an independent, registered investment advisor. We provide wealth and risk management, turn-key cash management and…
View profileBanque Heritage SA (BH)
$1B-$10BBanque Heritage SA (“Banque Heritage”) is a private bank headquartered in Geneva, Switzerland, with offices in Basel, Sion, and Zu…
View profileOneSeven
$1B-$10BOneSeven, formerly known as We Are One Seven, LLC, is a US investment adviser founded in 2016 and based in Beachwood, Ohio. The fi…
View profileChicago Capital (Chi-Cap)
$1B-$10BChicago Capital, founded in 2018, is a US wealth manager based in Chicago, Illinois.As of December 31, 2025, the firm managed $4.8…
View profileKlingman & Associates, LLC (K&A)
$1B-$10BKlingman & Associates, LLC (“Klingman”) is a multi-family office based in New York. The firm was founded in 2001 by Gerry Klingman…
View profileSowell Management
$1B-$10BSowell Management is a US wealth management firm founded in 2001 by Bill and Cindy Sowell, headquartered in North Little Rock, Ark…
View profileSymmetry Partners, LLC.
$1B-$10BSymmetry Partners is an SEC-registered investment advisory firm that provides evidence-based, academically-grounded investment str…
View profileAlTi Global, Inc.
$10B+Kent Insley | Head of Portfolio Management | Head of Portfolio Management | kent.insley@alti-global.com | https://www.linkedin.com…
View profileYangzijiang Financial Holding
$1B-$10BYangzijiang Financial Holding is a Singapore-based investment manager focusing on investment management, fund and wealth managemen…
View profileEthmar International Holding (EIH)
$1B-$10BEthmar International Holding (EIH) is an investment holding company headquartered in Abu Dhabi. The firm manages a diversified por…
View profileFreemont Capital Pte Ltd
$10B+Freemont Capital Pte Ltd, founded in 2022, is a Singaporean asset management company and single-family office that manages several…
View profileEuroz Hartleys Group
$1B-$10BEuroz Hartleys Group is an Australian-based investment firm founded in 2000 and headquartered in Perth, Western Australia. The fir…
View profilePortofino Gestão de Recursos Ltda
$1B-$10BPortofino Gestão de Recursos Ltda (“Portofino Management”) is a multi-family office headquartered in São Paulo, with an additional…
View profilePleion SA
$1B-$10BPLEION SA, previously known as Pleion Gestion de Fortune, is a Swiss management firm based in Genève and founded in 1980. In Augus…
View profileRijn Capital B.V.
$1B-$10BBackground to the wealth of Rafael del PinoRijn Capital BV is the private investment company of Rafael del Pino y Calvo Sotelo, Ch…
View profileFamily Management Corporation (FMC)
$1B-$10BFamily Management Corporation, part of the Family Management Group, is a New York, US-based investment advisory firm founded in 19…
View profileVenture Visionary Partners (VVP)
$1B-$10BVisionary Venture Partners (VVP), founded in 2019 by Craig D. Findley, is a US wealth manager headquartered in Sylvania, Ohio.CIO …
View profileVelux Fonden
$1B-$10BVelux Fonden is a Danish philanthropic foundation established in 1981 by Villum Kann Rasmussen, MSc in Engineering. The Søborg-bas…
View profileBanque Eric Sturdza
$1B-$10BBanque Eric Sturdza, headquartered in Geneva, Switzerland, is a privately owned firm specializing in wealth management, private ba…
View profilePromus Holdings, LLC
$1B-$10BPromus Holdings, LLC (“Promus”) is US-based multi-family office headquartered in Chicago.Established in 2006 by the Musso and Code…
View profileHoward de Walden Estate Holdings Ltd
$1B-$10BHoward de Walden Estates Holdings is the private investment company of the Howard de Walden family, owners of a large estate in th…
View profileBeacon Trust
$1B-$10BBeacon Investment Advisory Services, Inc. (d/b/a Beacon Trust) is a US asset management firm founded in 1988 and headquartered in …
View profileHamilton Capital (HC)
$1B-$10BHamilton Capital is a US-based wealth management firm founded in 1997 and headquartered in Columbus, Ohio. It is primarily owned b…
View profileHarbor Group International (HGI)
$1B-$10BHarbor Group International is a US investment advisory firm founded in 1985 and based in Norfolk, Virginia.CIO Michael Nathan is r…
View profileGalapagos Capital Ltda
$1B-$10BGalapagos Capital Ltda (“Galapagos”) is a Brazilian-based investment company which offers wealth management, asset management, inv…
View profileJera Capital Gestão De Recursos Ltda
$1B-$10BJera Capital Gestão De Recursos Ltda is a Brazilian multi-family office which was founded as “Alínea Gestão de Recursos Ltda” in 2…
View profileTfo Group
$1B-$10BTFO Family Office Partners is a multi-family office providing integrated wealth management and investment advisory services to aff…
View profileHalbert Hargrove (HH)
$1B-$10BHalbert Hargrove Global Advisors (d/b/a Halbert Hargrove) is a US investment management firm founded in 1933 and headquartered in …
View profilePerformance Wealth
$1B-$10BPerformance Wealth Partners (d/b/a Performance Wealth), founded in 2020, is a US investment advisory firm headquartered in Hinsdal…
View profileJefferies Family Office
$1B-$10BJefferies Family Office is a multi-family office headquartered in New York that manages and invests capital on behalf of Jefferies…
View profileJasper Ridge Partners LP
$1B-$10BFounded in 1995, Jasper Ridge Partners LP ("Jasper Ridge") is a wealth management and asset management firm. Headquartered in Menl…
View profileAuretas Family Trust GmbH
$1B-$10BAURETAS is an independent multi-family office serving over 400 clients with €4+ billion in assets under management. They focus on …
View profileFirst Avenue Investment Counsel
$1B-$10BFirst Avenue Investment Counsel is a Canadian multi-family office providing investment management services with a pension-style ap…
View profileMassena Partners
$1B-$10BFondée il y a 30 ans, Massena Partners est une société de gestion et un AIFM (Alternative Investment Fund Manager) de droit lux…
View profileProbus Pleion SA
$1B-$10BProbus Pleion SA offers family office services and asset management solutions with a long-term perspective focused on emerging mar…
View profileWaypoint Capital Partners
$1B-$10BBackground to the wealth of John MoultonWayPoint Capital Partners is the direct private equity affiliate of Privet Capital, a fami…
View profileWedbush Securities (WS)
$1B-$10BWedbush Securities is a division of Wedbush & Co., a family-owned merchant bank founded in 1955. The investment management divisio…
View profileThe Progeny Group Ltd
$1B-$10BThe Progeny Group Ltd is a global professional services firm offering advisory services suite in financial planning, tax, legal, a…
View profilePacific Tiger Group (PTG)
$1B-$10BPacific Tiger Group (PTG) is a Hong Kong-based single-family office that specializes in emerging managers and impact investments. …
View profileNordwand Capital
$1B-$10BNordwand Capital is a multi-family office specially designed to service a select group of like-minded, ultra-high-net worth famili…
View profilePg3 AG
$1B-$10BPG3 AG, founded in 2013 as the family office of Partners Group co-founders, invests in niche alternative asset classes with a focu…
View profileCapitell Vermögens-Management AG
$1B-$10BCapitell Vermögens-Management AG (“Capitell”) is a Frankfurt-based wealth manager that was founded in 2000. The company employs mo…
View profileTinicum Enterprises
$1B-$10BTinicum Enterprises is a family office seeking to invest in early stage businesses. Tinicum is not a fund nor does it seek outside…
View profileTareno AG
$1B-$10BSimon Lutz | CIO | Portfolio Manager and Chief Investment Officer - Equities | s.lutz@tareno.ch | +44 61 282 28 00 | https://www.l…
View profileAvidian Wealth Solutions (AWS)
$1B-$10BAvidian Wealth Solutions is a US investment advisory firm founded in 2002 and based in Houston, Texas.CIO Jacob Borbidge leads the…
View profileCity of Hope (COH)
$1B-$10BCity of Hope (COH), located in Duarte, California, is a US non-profit that raises funds to support research and advancement in hea…
View profileKingswood Group
$1B-$10BKingswood Group is a wealth management firm headquartered in London, United Kingdom. The Kingswood Group owns and operates Kingswo…
View profileColombo Wealth SA
$1B-$10BFounded in 1974, Colombo Wealth SA (“Colombo”) is a wealth management firm with family office services. Headquartered in Lugano, S…
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