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.

Azura

$1B-$10B
Monaco

Azura, founded in 2019 by Ali Jamal, is an investment management firm headquartered in Monaco, with global offices in Geneva, Lond

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Sand Aire Limited

$1B-$10B
London, United Kingdom

Sandaire is a multi-family office managing approximately $4 billion in assets for entrepreneurial families with shared values and

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Sandaire Investment Office

$1B-$10B
London, United Kingdom

Sandaire is a London-based multi-family office that manages wealth for ultra-high-net-worth families and invests across the privat

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DJE Kapital AG

$10B+
Munich

Thorsten Schrieber | Member of the Executive Board | Baord Member | thorsten.schrieber@dje.de Jörg Dehning | Senior Portfolio Mana

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LSBB Family Office

$1B-$10B
Markham, Ontario

LSBB Family Office is a large multi family office in Ontario, Canada

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Paul Comstock Partners

$1B-$10B
Houston, Texas

Paul Comstock Partners (“PCP”) is a Houston, Texas-based multi-family office that was founded in 1983. The firm maintains a team o

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Elevation Point

$1B-$10B
Minneapolis, Minnesota

Elevation Point is a US-based wealth management firm established in June 2024 by industry veterans Jim Dickson and Mark Penske. It

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Alera Group Wealth Services

$1B-$10B
Deerfield, Illinois

Alera Group Wealth Services is the wealth management arm of the Alera Group, a 2017-founded insurance and financial services firm

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Geller & Company

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

Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, familie

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Ascendium Education Group

$1B-$10B
Madison, Wisconsin

Ascendium Education Group makes mission-aligned impact investments in emerging technologies and solutions that advance postseconda

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Anheuser-Busch InBev

$1B-$10B
Leuven

Anheuser-Busch InBev is a producer, distributor, and marketer of beer, alcoholic beverages, and soft drinks. The company markets a

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The Nature Conservancy (TNC)

$1B-$10B
Arlington, Virginia

The Nature Conservancy is a US charitable organization located in Arlington, Virginia. It was founded in 1951 and focuses on conse

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Alternative Investment House

$1B-$10B
Ramat Gan

Alternative Investment House, founded in 2018 and headquartered in Ramat Gan, Israel, operates as an investment firm providing por

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Axiom RIA

$1B-$10B
Centennial, Colorado

Axiom RIA is a Centennial, Colorado-based investment advisor founded in 2009. The firm, wholly owned by Geneos Wealth Management,

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Cenzia AS

$1B-$10B
Oslo

Cenzia is an independent multi-family office serving ultra-high-net-worth private clients, family investment companies, and trusts

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Edm

$1B-$10B
Barcelona

EDM, founded in 1989, is a wealth and asset management firm based in Barcelona, Spain.The firm's investment approach is led by Co-

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Our Family Office Inc (OFO)

$1B-$10B
Toronto, Ontario

Our Family Office builds customized portfolios for ultra-high-net-worth families using a risk-focused asset allocation approach si

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Prime Partners SA

$1B-$10B
Geneva

Prime Partners SA ("Prime Partners") is a multi-family office and wealth management firm founded in 1998. Headquartered in Geneva,

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Wingate Group

$1B-$10B
Melbourne, Victoria

Wingate Group, a CapitaLand Investment Group company, is a wealth management firm founded in 2004 by Farrel Meltzer. Headquartered

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Krilogy Financial

$1B-$10B
Creve Coeur, Missouri

Krilogy Financial is a wealth management firm founded in 2009, headquartered in Creve Coeur, Missouri.The investment approach is l

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Wedmont Private Capital (WPC)

$1B-$10B
West Chester, Pennsylvania

Wedmont Private Capital, founded in 2019, is an investment management adviser based in West Chester, Pennsylvania, US.The firm's i

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Compound Planning, Inc.

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

Compound Planning is a digital family office serving tech founders, employees, investors, entrepreneurs, professionals, and retire

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Sound Income Strategies (SIS)

$1B-$10B
Fort Lauderdale, Florida

Sound Income Strategies (SIS) is a US wealth management firm headquartered in Fort Lauderdale, Florida, serving both private and i

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InsingerGilissen Bankiers NV.

$1B-$10B
Amsterdam

InsingerGilissen Bankiers NV. ("InsingerGilissen") is a Dutch private bank offering family office services. The company was formed

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Yarbrough Capital, LLC

$10B+
Franklin, Tennessee

Yarbrough Capital is the family office of Jon Yarbrough, founder of the firm Video Gaming Technologies, which he sold in 2014

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Arbah Capital

$1B-$10B
Al Khobar

Arbah Capital is a Saudi Arabian Islamic boutique investment firm established in 2008. The firm offers asset management, brokerage

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Private Vista

$1B-$10B
Chicago, Illinois

Private Vista, founded in 2016 with the merger of two advisory businesses, is a US wealth management firm based in Chicago, Illino

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WealthPlan Group

$1B-$10B
Omaha, Nebraska

WealthPlan Group is a US-based investment firm founded in 1989 by Todd Feltz and headquartered in Omaha, Nebraska. WealthPlan Inve

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Meyer Handelman Company LLC (MHCO)

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

Meyer Handelman Company LLC (“MHCO”), founded in 1933, is a fourth-generation US investment advisory firm headquartered in Rye Bro

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Hallmark Cards Master Trust

$1B-$10B
Kansas City, Missouri

Hallmark Cards, Inc. is a privately held, family-owned American corporation headquartered in Kansas City, Missouri, established in

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Pittenger & Anderson (P&A)

$1B-$10B
Lincoln, Nebraska

Pittenger & Anderson, founded in 1995, is a US-based wealth management firm headquartered in Lincoln, Nebraska.

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Artha Scope

$1B-$10B
Hellerup

Summary of Artha ScopeArtha Scope is Denmark's leading multi-family office, established in 2008 by Jan Severin Sølbæk and Brian Ku

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BT Family Office, LLC (BTFO)

$1B-$10B
Atlanta, Georgia

BT Family Office serves families with substantial wealth, providing investment advisory services, financial planning, and comprehe

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Commonwealth Private

$1B-$10B
Sydney, New South Wales

Commonwealth Private is the private banking division of Commonwealth Bank of Australia headquartered in Sydney, New South Wales. T

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Econopolis NV

$1B-$10B
Wilrijk

Econopolis NV is a multi-family office established in 2009 in Antwerp, Belgium that provides tailored financial oversight and weal

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Eightstone Pte Ltd

$1B-$10B
Singapore

Eightstone Pte Ltd (“Eightstone”) is a multi-family office that was founded in 2009. The firm maintains a team of more than 25 ind

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Family Office Financial Services LLC

$1B-$10B
Los Angeles, California

Family Office Financial Services LLC ("FOFS") is the investment arm of the Eli & Edythe Broad Foundation and The Broad Art Foundat

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Fluence

$1B-$10B
Paris

Fluence is a French multi-family office headquartered in Paris. Founded in 2011 by Xavier de Champsavin, the firm employs approxim

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Hewison & Associates Pty Ltd

$1B-$10B
Melbourne, Victoria

Andrew Hewison | Managing Director & Partner | Managing Director & Partner | https://www.linkedin.com/in/andrewhewison/ Glenn Fair

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HFI Global

$1B-$10B
Lucerne

Lauri Ehanti | Co-CIO & Managing Director | Co-CIO & Managing Director | https://www.linkedin.com/in/lauri-ehanti-92026a5/ Fabian

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Orienta Capital SGIIC SA

$1B-$10B
Bilbao

About Orienta Capital SGIIC SAOrienta Capital SGIIC SA (“Orienta”) is a Spanish multi-family office that was founded in 2002. The

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Sir Richard Branson Family

$1B-$10B
London, United Kingdom

Virgin Management advises on investments on behalf of the Virgin Group and Branson family across diversified sectors including rea

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Stenham Property

$1B-$10B
St. Peter Port, United Kingdom

Stenham Asset Management is a multi-strategy investment firm offering family offices and investors access to private credit, co-in

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Tamares Group

$1B-$10B
London

Tamares Group is the private investment company of the Zabludowicz family, founders of Israeli defence company Soltam.

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Taurus Global Wealth Pte Ltd

$1B-$10B
Singapore

Taurus Wealth Pte Ltd (“Taurus”) is a multi-family office that was founded in 2008 by Mandeep Nalwa. The company is headquartered

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West Coast Capital Ltd

$1B-$10B
Dundonald, United Kingdom

West Coast Capital invests in founder-led, profitable private businesses with a sector-agnostic approach and ultra long-term view.

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Morton Wealth

$1B-$10B
Calabasas, California

Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally i

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Scottish Rite for Children (TSRH)

$1B-$10B
Dallas, Texas

The Scottish Rite for Children, aka the Texas Scottish Rite Hospital for Children, is a US healthcare organization located in Dall

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