The family office directory for dealmakers.

Silver Oak Securities is a US wealth management firm founded in 1999 and headquartered in Jackson, Tennessee.…

Ausdal Financial Partners is a US wealth management firm founded in 1979 and headquartered in Davenport, Iowa.As of December 31, 2…

Established in 2011, Clarus Capital Group AG (“Clarus”) is a multi-family office headquartered in Zurich, Switzerland. The company…

Avalon Trust is a wealth management firm founded in 1998 and based in Santa Fe, New Mexico.Clearstead Advisors acquired the firm o…

Summary of Cohen & CompanyCohen & Company Inc. (’C&C’), founded in 1999 by Daniel G. Cohen, is a multi-family office and investmen…

Credo Wealth (“Credo”) is a wealth management services business with offices in the UK and South Africa. It was founded in 1998. T…

Farro Capital is a Singapore headquartered wealth management platform and multi-family office. It specialises in providing bespoke…

Fidelis Family Office provides comprehensive family office services including financial planning, strategic asset allocation, glob…

Finanzas y Negocios SA is a multi-family office headquartered in Santiago, with an office in Chile.…

Global Family Capital is an international principal investment platform established in 2014 that focuses on cash-generative, asset…

Holbein Partners is a London-based multi-family office formed through the merger of Cunningham Loewenstein Asset Management and th…

LGT Wealth India Private Limited (”LGT Wealth India”) is a multi-family office founded in 2021 and headquartered in Mumbai. The fi…

Lumen Capital Investors (“Lumen”) is a Singapore-based multi-family office founded in 2010 by chairman Wilfried Kofmehl. The firm …

Stephen Griffiths | Wealth Advisory | Advisory Investments and Execution | stephen.griffiths@saranacpartners.com | +44 207 509 569…

South Street Capital provides private and institutional clients investing in commercial property in the United Kingdom with asset …

Tramondo Investment Partners AG is a multi-family office group (established 1978) offering 360-degree wealth management and family…

Foster Dykema Cabot & Partners LLC (“FDC”) is a wealth manager and multi-family office based in Waltham, Massachusetts. The firm o…

Team Hewins is a US investment management firm founded in 2018 and headquartered in Foster City, California.The firm's investment …

Acropolis Capital, a private family investment office with a long and successful record of deploying our own capital both independ…

No longer works there…

American Electric Power Company, Inc. (AEP) is an investor-owned electric utility in the United States. It engages in the business…

Vermeer Partners (VP) is the wealth management arm of Vermeer Holdings, focusing on discretionary mandates. The firm is based in L…

Koss Olinger is a US wealth management firm founded in 1969 and based in Gainesville, Florida.As of December 31, 2024, the firm ma…

Cain Watters & Associates is a US wealth management firm founded in 1984 and based in Plano, Texas.CIO Hunter Satterfield leads th…

Our partnership is a private investment office, building on the Stern family’s 200-year old banking heritage. The Firm looks after…

SK Vermögensverwaltung is an asset manager founded in 1982 and headquartered in Karlsruhe, Germany. The firm offers asset manageme…

The Boston Family Office builds and manages portfolios of growth-oriented equities, using fixed income and other asset classes for…

GSB Capital Ltd, founded in 2021, is a wealth management and financial planning firm headquartered in Dubai, UAE, that provides mu…

Berman McAleer is a boutique investment advisory and wealth-management firm focused on fiduciary wealth preservation for high-net-…

Quadrant Private Wealth Management (”Quadrant Capital”) is a US-based investment firm that offers family office services founded i…

Entrust is a boutique Multi Family Office, dedicated to providing you with advice on both investment and non-investment needs. Whi…

Impex Capital Group (“Impex”) is an American real estate investment company founded by Ash Shah in 1995. The company is based in H…

Founded in 2010, Trust Plutus Wealth (India) Private Ltd (“TrustPlutus”) is a multi-family office headquartered in Mumbai, with ad…

Ironwood Investment Counsel, owned by Matthew Carter, is a US investment advisory firm founded in 2001 and headquartered in Scotts…

Neowise SA (“Neowise”) is a French multi-family office headquartered in Lyon. Founded in 2021 by partners Indriss Anikine, Christo…

JSF Financial, founded in 1996 by Jeff Fishman, is a US wealth management firm headquartered in Los Angeles, California, serving p…

Woodley Farra Manion Portfolio Management was founded in 1995 by Donald F. Woodley and George S. Farra. It is a US investment advi…

CFO4Life originally began as an audit and tax firm. After much initial success and growth, CFO4Life expanded its offerings to incl…

EQ Investors is a UK-based investment firm founded in 2011 and headquartered in London. EQ Investors also manages the charitable E…

Finezia is an independent asset manager offering multi-family office services in Luzern, Switzerland, with an additional office in…

FMD Financial, based in Melbourne, Australia, was founded in 2001 by Adam Davenport and Greg Fagan. It is an independently owned f…

Lee Financial is a wealth management firm founded in 1975 by Richard R. Lee, Jr., based in Dallas, Texas, serving private and inst…

mForce Capital (“mFC”) is an American multi-family office based in Texas. The firm’s investment services are provided by Sanctuary…

Segura & Jesberger GmbH (“Segura & Jesberger”) is a multi-family office headquartered in Frankfurt, Germany. Founded in 2016 by pa…

Titanium is a Finnish group independent of banking groups, which focuses on funds, investment and asset management services, and i…

Belzberg & Co is an investment platform established in 2021 that manages capital for a wider group of families beyond the original…

Austin Asset is a fee-only wealth management and family office advisory firm that provides comprehensive financial planning and as…

Greenwood Capital, founded in 1983, is an investment management firm based in Greenville, South Carolina.The firm's investment app…