The family office directory for dealmakers.

Elyseum Investment is an independent investment firm that provides tailored investment services to institutional investors, family…

InvestPort serves multiple families across generations, balancing wealth protection and expansion through long-term investment sel…

Philippe Schenk | Chief Investment Officer, Deputy Chief Executive Officer, Head of the Investment Team & Investment Committee Mem…

Established in 2010 by Stéphane Rudzinski and Grégory Soudjoukdjian, Rhétorès Finance is a multi-family office and wealth manageme…

Certified Advisory Corp is a US wealth management firm with headquarters in Altamonte Springs, Florida. It operates as an affiliat…

Argos Capital Partners creates customized investment solutions for Argos Family Office families, investing in both publicly traded…

Obermeyer Wealth is a US investment management firm founded in 2014 and headquartered in Aspen, Colorado.CIO Ali Flynn Phillips le…

Founded in 1991, Louisbourg Investments Inc ("Louisbourg") is a Canadian investment management firm serving institutional and priv…

Sandringham Financial Partners is an investment management firm founded in 2012 and headquartered in Huddersfield, UK.…

Chesley, Taft & Associates (CTA), founded in 2001, is a US-based independent employee-owned investment management firm headquarter…

Winthrop Wealth is a US investment advisory firm founded in 1985 by the Winthrop brothers, Mark and Earl, in Boston, Massachusetts…

Children's Wisconsin, formerly Children's Hospital of Wisconsin, is a US non-profit healthcare organization established in 1894 an…

ELYSEUM Family Office is an independent company providing Multi-Family Office services for Entrepreneurs and Families, focusing on…

Höegh Capital Partners manages the shipping-derived wealth of the Norwegian Høegh family through a global multi-asset portfolio sp…

Höegh Capital Partners manages the shipping-derived wealth of the Norwegian Høegh family through a global multi-asset portfolio sp…

Höegh Capital Partners is a single-family office managing the shipping-derived wealth of the Norwegian Høegh family through a glob…

Nixon Peabody Trust Company, part of the Nixon Peabody group, is a US wealth management firm headquartered in Boston, Massachusett…

Noé Group Ltd is a single-family office headquartered in London.…

Beaumont Financial Partners (d/b/a Beaumont Financial Advisors) is a US-based investment firm founded in 1981 and headquartered in…

Money Concepts Advisory Service is the investment management division of Money Concepts Capital Corp., which was founded in 1992 a…

Stokes Family Office LLC (“Stokes FO”) is a multi-family office that was founded in 1987. The company is headquartered in New Orle…

Bedel Financial is a US investment management firm founded in 1989 and headquartered in Indianapolis, Indiana.The investment appro…

Trajan Wealth [STRATEGIES] Growth, Venture (General) [LOCATION] Scottsdale…

FBB Capital Partners, founded in 2000, is an investment management firm based in Bethesda, Maryland.The firm's investment approach…

[CRD] 000106779…

The Portfolio Strategy Group (PSG), part of Focus Financial Partners, is a US wealth management firm founded in 1990, based in Whi…

Centaurus Financial is a US investment management firm founded in 1992 and based in Anaheim, California. The firm's investment app…

About GenTrust, LLCGenTrust, LLC (“GenTrust”) is a multi-family office that was founded in 2011. The company is headquartered in M…

Lutz Financial is a US investment advisory firm founded in 2000 and headquartered in Omaha, Nebraska, serving private and institut…

Summit Wealth Group is a US investment management firm founded in 2002 and headquartered in Colorado Springs, Colorado. The firm's…

Alexandria Group is a Finnish investment and savings company established in 1996, with its headquarters in Helsinki.The investment…

Fidelis Capital is a US wealth management firm founded in 2022 and based in Tampa, Florida.The firm's investment approach is led b…

PAMERA is an independent and owner-managed real estate multi-family office that specializes in the management of real estate asset…

Trajan Wealth is a US-based family-owned wealth management firm founded in 2012 and headquartered in Scottsdale, Arizona.CIO Udaya…

Spruceview Capital Partners is a US investment manager and advisor founded in 2014 and headquartered in Denver, Colorado. The firm…

IMT Group is a family office advisory firm established in 1985 that provides comprehensive private client and family office servic…

The Van Andel Institute is a US biomedical research and science education institution in Grand Rapids, Michigan, founded by Jay an…

Heritage Investment Group is a US-based wealth management firm founded in 1993 and headquartered in Pompano Beach, Florida.CIO Tim…

Green Arrow Capital is a wealth manager founded in 2012 and based in Rome, Italy.CIO Daniele Camponeschi oversees the firm’s inves…

Glassman Wealth Services LLC (“Glassman”) is a multi-family office that was founded by Barry Glassman in 2009. The company is head…

Charles D. Hyman & Co. is a private investment management firm established in 1994 and based in Ponte Vedra Beach, Florida, US.Pre…

Root Financial Partners is a US investment management firm founded in 2017 by James Conole and based in Austin, Texas.The investme…

Waterloo Capital is a US investment advisory firm founded in 2004 by John Chatmas and headquartered in Austin, Texas. The firm ser…

DL Family Office provides comprehensive wealth management and succession planning services including asset management, family gove…

Okabena Investment Services was established in 1967 as a single-family office and later evolved into a multi-family office, headqu…

Shufro, Rose & Co. is a US wealth management firm founded in 1938 and based in New York.As of December 31, 2024, the firm managed …

Natural Investments is a US-based wealth management firm founded in 1999 and headquartered in Windsor, California, with satellite …

National Geographic Society funds bold explorers and innovative, transformative work in science, exploration, conservation, and ed…