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.

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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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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ArchPoint Investors LLC

$1B-$10B
Coral Gables, Florida

ArchPoint Investors LLC (“ArchPoint”) is a multi-family office headquartered in Miami, Florida, with a further location in Chicago

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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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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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Matter Family Office LLC

$1B-$10B
St Louis, Missouri

Matter LLC, which trades under Matter Family Office, is a St Louis, Missouri-headquartered multi-family office. The firm employs o

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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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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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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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