| 1 |
2M Companies LLC |
Ian |
Trumpower |
President & Chief Investment Officer |
(214) 443-2000 |
(214) 443-2020 |
ian@2m.com |
information-request@2m.com |
4441 Buena Vista St. |
Dallas |
TX |
75205-4118 |
United States of America |
North America |
https://www.linkedin.com/in/iantrumpower/ |
Energy, Private Equity, Venture Capital, and Charitable Foundation |
1.985 |
$1.5B |
|
https://www.linkedin.com/company/2m-companies-inc-/ |
https://2m.com/ |
2M Companies is the family office for the Morton H. Meyerson family. Broadly speaking we source and manage investments across a variety of industries, incubate start-up business ventures, and engage in philanthropic activities through The David Nathan Meyerson Foundation. |
SF |
|
|
2M Companies LLC |
Josh |
Springer |
Financial Reporting Associate |
(214) 443-2000 |
(214) 443-2020 |
josh@2m.com |
information-request@2m.com |
4441 Buena Vista St. |
Dallas |
TX |
75205-4118 |
United States of America |
North America |
https://www.linkedin.com/in/joshuamspringer/ |
Energy, Private Equity, Venture Capital, and Charitable Foundation |
1.985 |
$1.5B |
|
https://www.linkedin.com/company/2m-companies-inc-/ |
https://2m.com/ |
2M Companies is the family office for the Morton H. Meyerson family. Broadly speaking we source and manage investments across a variety of industries, incubate start-up business ventures, and engage in philanthropic activities through The David Nathan Meyerson Foundation. |
SF |
|
| 2 |
5 Pillars Capital & Kilara Capital |
Cassy |
Liberman |
Strategic Advisor |
61 3 9521 3876 |
61 3 9521 3876 |
Cassy@5pillarscapital.com |
enquiries@kilaracapital.com |
5/125 High St |
Prahran |
VIC |
3181 |
Australia |
Australia / Oceania |
|
Sustainable Aquaculture, Renewable Energy Infrastructure, Energy Tech, Green Buildings and Cities, Regenerative Agriculture & Horticulture and Sustainable Food Production |
2.019 |
|
|
https://www.kilaracapital.com/ |
|
5 Pillars Capital is a private family office with a focus on deploying capital (traditional equity, catalytic and philanthropic) into investment opportunities which promote change and positive outcomes for society and the natural environment. 5 Pillars is owned and operated by Cassy Liberman (third generation Liberman Family) and Ben Krasnostein (third generation Smorgon Family). |
SF |
|
|
5 Pillars Capital & Kilara Capital |
Andrew |
Cosh |
Principal & Chief Executive Officer |
61 4 0167 4271 |
61 3 9521 3876 |
andy@kilaracapital.com |
enquiries@kilaracapital.com |
96 King William St. |
Goodwood |
SA |
5034 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/andrew-cosh-287323a6/ |
Sustainable Aquaculture, Renewable Energy Infrastructure, Energy Tech, Green Buildings and Cities, Regenerative Agriculture & Horticulture and Sustainable Food Production |
2.019 |
|
|
https://www.kilaracapital.com/ |
|
5 Pillars Capital is a private family office with a focus on deploying capital (traditional equity, catalytic and philanthropic) into investment opportunities which promote change and positive outcomes for society and the natural environment. 5 Pillars is owned and operated by Cassy Liberman (third generation Liberman Family) and Ben Krasnostein (third generation Smorgon Family). |
SF |
|
|
5 Pillars Capital & Kilara Capital |
Ben |
Krasnostein |
Principal & Managing Director |
61 4 1298 6461 |
61 3 9521 3876 |
ben@kilaracapital.com |
enquiries@kilaracapital.com |
5/125 High St |
Prahran |
VIC |
3181 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/bkras/ |
Sustainable Aquaculture, Renewable Energy Infrastructure, Energy Tech, Green Buildings and Cities, Regenerative Agriculture & Horticulture and Sustainable Food Production |
2.019 |
|
|
https://www.kilaracapital.com/ |
|
5 Pillars Capital is a private family office with a focus on deploying capital (traditional equity, catalytic and philanthropic) into investment opportunities which promote change and positive outcomes for society and the natural environment. 5 Pillars is owned and operated by Cassy Liberman (third generation Liberman Family) and Ben Krasnostein (third generation Smorgon Family). |
SF |
|
| 3 |
Aliya Capital Partners |
Ross |
Kestin |
CEO & Founding Partner |
(305) 831-4999 |
|
rmkestin@aliyacapitalpartners.com |
info@aliyacapitalpartners.com |
1450 Brickell Avenue, Suite 2600 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/elizetegiorgino/ |
Diversification, Risk Management, Value Investing, Portfolio Optimization, Cost Sensitivity, Liquidity, Humility, Late-Stage Venture Capital, Pre-IPO Investments |
2.007 |
$1B |
|
https://www.fortunepartnersgroup.com/ |
https://aliyacapitalpartners.com/ |
At Aliya we see the family office going far beyond sourcing, researching, evaluating and investing. We advise on governance, generational planning, and philanthropic work. |
MF |
|
|
Aliya Capital Partners |
Ari |
Kestin |
CIO - Venture Capital |
(305) 831-4999 |
|
arikestin@aliyacapitalpartners.com |
info@aliyacapitalpartners.com |
1450 Brickell Avenue, Suite 2600 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/arikestin/ |
Diversification, Risk Management, Value Investing, Portfolio Optimization, Cost Sensitivity, Liquidity, Humility, Late-Stage Venture Capital, Pre-IPO Investments |
2.007 |
$1B |
|
https://www.fortunepartnersgroup.com/ |
https://aliyacapitalpartners.com/ |
At Aliya we see the family office going far beyond sourcing, researching, evaluating and investing. We advise on governance, generational planning, and philanthropic work. |
MF |
|
|
Aliya Capital Partners |
Robert |
Brito |
Chief Operating Officer |
(305) 831-4999 |
|
rbrito@aliyacapitalpartners.com |
info@aliyacapitalpartners.com |
1450 Brickell Avenue, Suite 2600 |
Miami |
FL |
33131 |
United States of America |
North America |
|
Diversification, Risk Management, Value Investing, Portfolio Optimization, Cost Sensitivity, Liquidity, Humility, Late-Stage Venture Capital, Pre-IPO Investments |
2.007 |
$1B |
|
https://www.fortunepartnersgroup.com/ |
https://aliyacapitalpartners.com/ |
At Aliya we see the family office going far beyond sourcing, researching, evaluating and investing. We advise on governance, generational planning, and philanthropic work. |
MF |
|
|
Aliya Capital Partners |
Antonio |
Filpo |
Director |
(305) 831-4999 |
|
afilpo@aliyacapitalpartners.com |
info@aliyacapitalpartners.com |
1450 Brickell Avenue, Suite 2600 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/antonio-filpo-6207a7194/ |
Diversification, Risk Management, Value Investing, Portfolio Optimization, Cost Sensitivity, Liquidity, Humility, Late-Stage Venture Capital, Pre-IPO Investments |
2.007 |
$1B |
|
https://www.fortunepartnersgroup.com/ |
https://aliyacapitalpartners.com/ |
At Aliya we see the family office going far beyond sourcing, researching, evaluating and investing. We advise on governance, generational planning, and philanthropic work. |
MF |
|
|
Aliya Capital Partners |
Ashmoret |
Mishal |
Director of Business Development |
(305) 831-4999 |
|
amishal@aliyacapitalpartners.com |
info@aliyacapitalpartners.com |
1450 Brickell Avenue, Suite 2600 |
Miami |
FL |
33131 |
United States of America |
North America |
https://www.linkedin.com/in/ash-ashmoret-mishal-935440129/ |
Diversification, Risk Management, Value Investing, Portfolio Optimization, Cost Sensitivity, Liquidity, Humility, Late-Stage Venture Capital, Pre-IPO Investments |
2.007 |
$1B |
|
https://www.fortunepartnersgroup.com/ |
https://aliyacapitalpartners.com/ |
At Aliya we see the family office going far beyond sourcing, researching, evaluating and investing. We advise on governance, generational planning, and philanthropic work. |
MF |
|
| 4 |
Alpha Investment Consulting Group, LLC |
Robert |
Bukowski |
PRINCIPAL, Senior Consultant |
(414) 319-4100 |
|
bukowski@alpha-investment.com |
info@alpha-investment.com |
111 E. Kilbourn Avenue, Suite 1600 |
Milwaukee |
WI |
53202 |
United States of America |
North America |
https://www.linkedin.com/in/rbukowski |
Institutional Consultants |
|
$20 million |
|
|
http://alpha-investment.com/ |
Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. |
Institutional Investment Consultant |
|
|
Alpha Investment Consulting Group, LLC |
Patrick |
Pierce |
Controller |
(414) 319-4100 |
|
ppierce@alpha-investment.com |
info@alpha-investment.com |
111 E. Kilbourn Avenue, Suite 1600 |
Milwaukee |
WI |
53202 |
United States of America |
North America |
http://www.linkedin.com/pub/patrick-pierce/21/570/a1 |
Institutional Consultants |
|
$20 million |
|
|
http://alpha-investment.com/ |
Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. |
Institutional Investment Consultant |
|
|
Alpha Investment Consulting Group, LLC |
Matthew |
Rose |
Consultant |
(414) 319-4100 |
|
mrose@alpha-investment.com |
info@alpha-investment.com |
111 E. Kilbourn Avenue, Suite 1600 |
Milwaukee |
WI |
53202 |
United States of America |
North America |
https://www.linkedin.com/in/mattrose |
Institutional Consultants |
|
$20 million |
|
|
http://alpha-investment.com/ |
Alpha Investment Consulting Group is an SEC registered institutional investment consulting firm. Robert Bukowski founded Alpha in 1989, driven by the desire to provide independent, unbiased investment advice and build long-term trusting client relationships. Alpha has always been and continues to be privately held, allowing complete independence and ensuring the ability to always place our client’s interests first. We have no parent company, subsidiaries or affiliates because we believe consultants operate most effectively in an environment that is free of conflicts of interest. Investment consulting is our only business. Over the years, Alpha has gained a diverse team of consulting analysts and a client base including some of the largest corporations, educational, philanthropic and healthcare organizations in Wisconsin. Alpha is now one of the largest independent investment consulting firms headquartered in Wisconsin. |
Institutional Investment Consultant |
|
| 5 |
Andorra Partners Group S.L |
|
|
Owner |
376 860 119 |
376 860 119 |
|
info@andpart.com |
L´Espalmera 10 |
La Massana |
|
AD 400 |
Principality of Andorra |
Europe |
https://www.linkedin.com/in/andorra-partners-group-9069b8133/ |
Aircrafts & Yacht Management, Art & Collectibles, Philanthropy, Real Estate |
|
|
info@andorrapartners.com |
44 203 769-2622 |
http://andorrapartners.com/ |
Andorra Partners is a pluridisciplinary group with head office in the Principality of Andorra offering services to a very discerning clientele. It specializes in the following areas: Relocation Services, Business Services and Multi-Family Office Services. |
MF |
|
| 6 |
Apex Financial Advisors Inc. |
Robert |
Connell |
Founder & Chief Executive Officer |
(215) 493-1900 |
|
Rconnell@AFA-Inc.com |
info@apexfinancialadvisors.com |
85 South Main St. |
Yardley |
PA |
19067 |
United States of America |
North America |
https://www.linkedin.com/in/robert-connell-38002420/ |
Investment Management, Commercial Real Estate, Financial Planning, Tax Advice & Planning, Estate Planning, Philanthropic Giving |
2.010 |
|
|
https://www.afarep.com/ |
https://www.apexfinancialadvisors.com/ |
Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice.
Apex Financial Advisors goes to great lengths to understand personal financial needs for current and future generations.
We provide more than just investment advice to our clients. With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors, and distribute your accumulated assets to loved ones utilizing tax-efficient methods. |
MF |
|
|
Apex Financial Advisors Inc. |
Stuart |
Caplan |
Chief Investment Officer |
(215) 493-1900 |
|
sc@afarep.com |
info@apexfinancialadvisors.com |
85 South Main St. |
Yardley |
PA |
19067 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-caplan-9640044/ |
Investment Management, Commercial Real Estate, Financial Planning, Tax Advice & Planning, Estate Planning, Philanthropic Giving |
2.010 |
|
|
https://www.afarep.com/ |
https://www.apexfinancialadvisors.com/ |
Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice.
Apex Financial Advisors goes to great lengths to understand personal financial needs for current and future generations.
We provide more than just investment advice to our clients. With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors, and distribute your accumulated assets to loved ones utilizing tax-efficient methods. |
MF |
|
|
Apex Financial Advisors Inc. |
Bryant |
Hill |
Senior V.P., Asset Management |
(215) 493-1900 |
|
bh@afarep.com |
info@apexfinancialadvisors.com |
85 South Main St. |
Yardley |
PA |
19067 |
United States of America |
North America |
https://www.linkedin.com/in/bryant-hill-381a35177/ |
Investment Management, Commercial Real Estate, Financial Planning, Tax Advice & Planning, Estate Planning, Philanthropic Giving |
2.010 |
|
|
https://www.afarep.com/ |
https://www.apexfinancialadvisors.com/ |
Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice.
Apex Financial Advisors goes to great lengths to understand personal financial needs for current and future generations.
We provide more than just investment advice to our clients. With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors, and distribute your accumulated assets to loved ones utilizing tax-efficient methods. |
MF |
|
|
Apex Financial Advisors Inc. |
Joseph |
Weidenburner |
Principal, General Counsel |
(215) 493-1900 |
|
jweidenburner@gmail.com |
info@apexfinancialadvisors.com |
85 South Main St. |
Yardley |
PA |
19067 |
United States of America |
North America |
https://www.linkedin.com/in/josephweidenburner/ |
Investment Management, Commercial Real Estate, Financial Planning, Tax Advice & Planning, Estate Planning, Philanthropic Giving |
2.010 |
|
|
https://www.afarep.com/ |
https://www.apexfinancialadvisors.com/ |
Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice.
Apex Financial Advisors goes to great lengths to understand personal financial needs for current and future generations.
We provide more than just investment advice to our clients. With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors, and distribute your accumulated assets to loved ones utilizing tax-efficient methods. |
MF |
|
| 7 |
Aragain Capital Management |
Era |
Fuchik |
Managing Director, Senior Investment Director |
(617) 868-0508 |
|
era.fuchik@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/era-fuchik-6956517/ |
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
|
Aragain Capital Management |
George |
Davitt |
Director |
(617) 868-0508 |
|
george.davitt@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
|
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
|
Aragain Capital Management |
Ruth |
Mulkern |
Director |
(617) 868-0508 |
|
ruth.mulkern@aragaincapital.com |
|
124 Mount Auburn Street, Suite 440 |
Cambridge |
MA |
02138 |
United States of America |
North America |
|
Equities, Fixed Income, Hedge Funds, Private Investments |
|
$170K |
|
|
|
Aragain Capital Management is a single family office based in Cambridge MA. Since 2006, we have helped manage the investment portfolio of a single client who is an entrepreneur, investor, and philanthropist. |
SF |
|
| 8 |
ASK Wealth Advisors Pvt. Ltd. - Family Office |
Nishant |
Agarwal |
Head of Products, Investment Advisory and Family Office |
91 22 6613-2800 |
91 22 6613-2828 |
nagarwal@askwealthadvisors.com |
info@askwealthadvisors.com |
Birla Aurora, 16 Level, Office Floor 9, Dr. Annie Besant Road, Worli |
Mumbai |
|
400 030 |
India |
Asia |
https://www.linkedin.com/in/nishant-agarwal-6438101/ |
Investment Management, Cash Flow and Foal Setting, Performance Reporting, Global Portfolio, Insurance, Real Estate, Custody, Estate Planning, Record and Book Keeping, Tax, Legal, Succession Planning, Philanthropy, etc. |
1.983 |
$5.5B |
|
https://www.linkedin.com/company/ask-group/ |
https://www.askfinancials.com/ |
ASK WA is an independent company specialising in Wealth Advisory and Family Office solutions to UHNI individuals and families, both Resident as well as Non Resident. We also offer a comprehensive, multi-family office service to families holding significant financial resources and help in smooth inter-generational transfer of wealth. |
MF |
|
|
ASK Wealth Advisors Pvt. Ltd. - Family Office |
Rajesh |
Saluja |
CEO & Managing Director |
91 22 6613-2800 |
91 22 6613-2828 |
rsaluja@askwealthadvisors.com |
info@askwealthadvisors.com |
Birla Aurora, 16 Level, Office Floor 9, Dr. Annie Besant Road, Worli |
Mumbai |
|
400 030 |
India |
Asia |
https://www.linkedin.com/in/rajesh-saluja-6a06538/ |
Investment Management, Cash Flow and Foal Setting, Performance Reporting, Global Portfolio, Insurance, Real Estate, Custody, Estate Planning, Record and Book Keeping, Tax, Legal, Succession Planning, Philanthropy, etc. |
1.983 |
$5.5B |
|
https://www.linkedin.com/company/ask-group/ |
https://www.askfinancials.com/ |
ASK WA is an independent company specialising in Wealth Advisory and Family Office solutions to UHNI individuals and families, both Resident as well as Non Resident. We also offer a comprehensive, multi-family office service to families holding significant financial resources and help in smooth inter-generational transfer of wealth. |
MF |
|
|
ASK Wealth Advisors Pvt. Ltd. - Family Office |
Chandrashekhar |
Kekane |
Investment Managers |
91 22 6613-2800 |
91 22 6613-2828 |
ckekane@askinvestmentmanagers.com |
info@askwealthadvisors.com |
Birla Aurora, 16 Level, Office Floor 9, Dr. Annie Besant Road, Worli |
Mumbai |
|
400 030 |
India |
Asia |
https://www.linkedin.com/in/chandrashekhar-kekane-56838314/ |
Investment Management, Cash Flow and Foal Setting, Performance Reporting, Global Portfolio, Insurance, Real Estate, Custody, Estate Planning, Record and Book Keeping, Tax, Legal, Succession Planning, Philanthropy, etc. |
1.983 |
$5.5B |
|
https://www.linkedin.com/company/ask-group/ |
https://www.askfinancials.com/ |
ASK WA is an independent company specialising in Wealth Advisory and Family Office solutions to UHNI individuals and families, both Resident as well as Non Resident. We also offer a comprehensive, multi-family office service to families holding significant financial resources and help in smooth inter-generational transfer of wealth. |
MF |
|
|
ASK Wealth Advisors Pvt. Ltd. - Family Office |
Sameer |
Koticha |
Vice Chairman/Founder |
91 22 6613-2800 |
91 22 6613-2828 |
skoticha@askwealthadvisors.com |
info@askwealthadvisors.com |
Birla Aurora, 16 Level, Office Floor 9, Dr. Annie Besant Road, Worli |
Mumbai |
|
400 030 |
India |
Asia |
https://www.linkedin.com/in/sameer-koticha-7b958114/ |
Investment Management, Cash Flow and Foal Setting, Performance Reporting, Global Portfolio, Insurance, Real Estate, Custody, Estate Planning, Record and Book Keeping, Tax, Legal, Succession Planning, Philanthropy, etc. |
1.983 |
$5.5B |
|
https://www.linkedin.com/company/ask-group/ |
https://www.askfinancials.com/ |
ASK WA is an independent company specialising in Wealth Advisory and Family Office solutions to UHNI individuals and families, both Resident as well as Non Resident. We also offer a comprehensive, multi-family office service to families holding significant financial resources and help in smooth inter-generational transfer of wealth. |
MF |
|
| 9 |
Asset Management Company |
Michael |
Knych |
Chief Financial Officer |
(650) 494-7400 |
(650) 856-1826 |
mike@amcfamilyoffice.com |
|
2000 University Avenue, Suite 601 |
East Palo Alto |
CA |
94303 |
United States of America |
North America |
https://www.linkedin.com/in/michaelknych/ |
Information Technology, Life Science, Venture Capital, Private Equity, StarTup, Philanthropic, Venture Capital, Direct Private Investment |
|
|
|
|
https://amcfamilyoffice.com/ |
Asset Management Company is a East Palo Alto, California-based single family office firm for the Johnson family. For over 45 years, the goal of Asset Management Company has been to partner with visionary entrepreneurs and to help create valuable new companies and important new industries by investing capital in exciting, new, technology-based opportunities. “We have observed the ups and downs of venture capital and the fads and failures in the Valley. So we always took the long view,” says Pitch Johnson, founding partner. As of 2012, Asset Management Company has become a family office. Our focus now is managing the Johnson family investments and supporting a variety of not-for-profit organizations through corporate philanthropy and a family foundation. |
SF |
|
|
Asset Management Company |
Marcus |
Robinson |
Controller |
(650) 494-7400 |
(650) 856-1826 |
marcus@amcfamilyoffice.com |
|
2000 University Avenue, Suite 601 |
East Palo Alto |
CA |
94303 |
United States of America |
North America |
https://www.linkedin.com/in/marcus-robinson-3aab3a94/ |
Information Technology, Life Science, Venture Capital, Private Equity, StarTup, Philanthropic, Venture Capital, Direct Private Investment |
|
|
|
|
https://amcfamilyoffice.com/ |
Asset Management Company is a East Palo Alto, California-based single family office firm for the Johnson family. For over 45 years, the goal of Asset Management Company has been to partner with visionary entrepreneurs and to help create valuable new companies and important new industries by investing capital in exciting, new, technology-based opportunities. “We have observed the ups and downs of venture capital and the fads and failures in the Valley. So we always took the long view,” says Pitch Johnson, founding partner. As of 2012, Asset Management Company has become a family office. Our focus now is managing the Johnson family investments and supporting a variety of not-for-profit organizations through corporate philanthropy and a family foundation. |
SF |
|
|
Asset Management Company |
Tarah |
Evans |
Executive Director |
(650) 494-7400 |
(650) 856-1826 |
tarah@amcfamilyoffice.com |
|
2000 University Avenue, Suite 601 |
East Palo Alto |
CA |
94303 |
United States of America |
North America |
https://www.linkedin.com/in/tarah-evans-33b30/ |
Information Technology, Life Science, Venture Capital, Private Equity, StarTup, Philanthropic, Venture Capital, Direct Private Investment |
|
|
|
|
https://amcfamilyoffice.com/ |
Asset Management Company is a East Palo Alto, California-based single family office firm for the Johnson family. For over 45 years, the goal of Asset Management Company has been to partner with visionary entrepreneurs and to help create valuable new companies and important new industries by investing capital in exciting, new, technology-based opportunities. “We have observed the ups and downs of venture capital and the fads and failures in the Valley. So we always took the long view,” says Pitch Johnson, founding partner. As of 2012, Asset Management Company has become a family office. Our focus now is managing the Johnson family investments and supporting a variety of not-for-profit organizations through corporate philanthropy and a family foundation. |
SF |
|
|
Asset Management Company |
America |
Sosa |
Senior Executive Assistant |
(650) 494-7400 |
(650) 856-1826 |
america@amcfamilyoffice.com |
|
2000 University Avenue, Suite 601 |
East Palo Alto |
CA |
94303 |
United States of America |
North America |
https://www.linkedin.com/in/america-sosa-3a365324/ |
Information Technology, Life Science, Venture Capital, Private Equity, StarTup, Philanthropic, Venture Capital, Direct Private Investment |
|
|
|
|
https://amcfamilyoffice.com/ |
Asset Management Company is a East Palo Alto, California-based single family office firm for the Johnson family. For over 45 years, the goal of Asset Management Company has been to partner with visionary entrepreneurs and to help create valuable new companies and important new industries by investing capital in exciting, new, technology-based opportunities. “We have observed the ups and downs of venture capital and the fads and failures in the Valley. So we always took the long view,” says Pitch Johnson, founding partner. As of 2012, Asset Management Company has become a family office. Our focus now is managing the Johnson family investments and supporting a variety of not-for-profit organizations through corporate philanthropy and a family foundation. |
SF |
|
| 10 |
Ativo Beteiligungs GmbH & Co. KG |
Peter |
Hornberger |
Managing Director |
49 170 876-1926 |
49 8661 982-0119 |
Peter.Hornberger@ativo-beteiligungen.de |
mail@ativo-beteiligungen.de |
Gut Sossau 31 |
Grabenstätt |
|
D-83355 |
Germany |
Europe |
|
Private Equity, Real Estate |
|
|
|
|
http://www.ativo-beteiligungen.de/ |
Ativo is the active family office from Chiemgau, founded by the entrepreneurial family Josef and Dorothea Meltl. Our job is to preserve values across generations and to actively shape the future. Because we act entrepreneurially and think sustainably, we participate in innovative companies and invest in the long term. As a family-run company, we are aware of our social responsibility - towards our companies and partners, towards our employees and beyond. We therefore support many philanthropic activities, especially through our nursing foundation. |
SF |
|
| 11 |
Avantia |
Trevor |
Cobb |
Founder & CEO |
(425) 589-0904 |
|
trevor.cobb@avantiamfo.com |
management@avantiamfo.com |
500 108th Ave. NE, Suite 1100 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/trevorcobb1/ |
Medicine, Automotive, Technology |
2.020 |
|
|
https://www.linkedin.com/company/avantiawealth/ |
https://www.avantiamfo.com/ |
Avantia, a multi-family office providing investment management and
financial advice to a distinct community of individuals, families, and institutions.
Avantia provides a team-based approach to delivering comprehensive financial services to our clients by integrating investing, banking, capital advisory, tax, trusts, estate planning, and philanthropy into our solution. We look to assist and advise our clients on all items of economic impact to their lives.
At Avantia, we strive to best serve our clients in a complex and ever-changing environment. Through a culture that is inclusive, open, honest, and constantly improving; we do what our clients would do if they were experts in, passionate about, and had the time to do what we do. |
MF |
|
|
Avantia |
Keaton |
Layman |
Client Advisory Associate |
(425) 589-0904 |
|
keaton.layman@avantiamfo.com |
management@avantiamfo.com |
500 108th Ave. NE, Suite 1100 |
Bellevue |
WA |
98004 |
United States of America |
North America |
https://www.linkedin.com/in/keaton-layman/ |
Medicine, Automotive, Technology |
2.020 |
|
layman@avantiamfo.com, info@avantiamfo.com |
https://www.linkedin.com/company/avantiawealth/ |
https://www.avantiamfo.com/ |
Avantia, a multi-family office providing investment management and
financial advice to a distinct community of individuals, families, and institutions.
Avantia provides a team-based approach to delivering comprehensive financial services to our clients by integrating investing, banking, capital advisory, tax, trusts, estate planning, and philanthropy into our solution. We look to assist and advise our clients on all items of economic impact to their lives.
At Avantia, we strive to best serve our clients in a complex and ever-changing environment. Through a culture that is inclusive, open, honest, and constantly improving; we do what our clients would do if they were experts in, passionate about, and had the time to do what we do. |
MF |
|
| 12 |
AWM Capital |
Brandon |
Averill |
Co-Founder & Partner |
(323) 940-1339 |
|
brandon@awmcap.com |
|
123 S. Marengo Avenue, Suite 200 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/brandonaverill/ |
Private Equity, Venture Capital, Real Estate, Tax Planning, Professional Athlete, Business Owner, Entrepreneur, High Net Worth, Estate Planning, Philanthropy, Legacy Planning, Sports |
2.010 |
$1.1B |
brandon@athletewealth.com |
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
MF |
|
|
AWM Capital |
Robert |
McConchie |
Co-Founder & Partner |
(323) 940-1339 |
|
robert@awmcap.com |
|
123 S. Marengo Avenue, Suite 200 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/robert-robby-mcconchie-cpa-pfs-cka-2a60a23/ |
Private Equity, Venture Capital, Real Estate, Tax Planning, Professional Athlete, Business Owner, Entrepreneur, High Net Worth, Estate Planning, Philanthropy, Legacy Planning, Sports |
2.010 |
$1.1B |
|
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
MF |
|
|
AWM Capital |
Erik |
Averill |
Co-Founder & Partner |
(949) 757-1799 |
|
erik@awmcap.com |
|
123 S. Marengo Avenue, Suite 200 |
Pasadena |
CA |
91101 |
United States of America |
North America |
https://www.linkedin.com/in/erikaverill/ |
Private Equity, Venture Capital, Real Estate, Tax Planning, Professional Athlete, Business Owner, Entrepreneur, High Net Worth, Estate Planning, Philanthropy, Legacy Planning, Sports |
2.010 |
$1.1B |
erik@athletewealth.com |
https://www.linkedin.com/company/awmcapital/ |
https://awmcap.com/ |
AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact. |
MF |
|
| 13 |
Bacara Wealth Limited |
Charlotte |
Fletcher |
Director |
44 780 324-2767 |
44 142 329-0027 |
charlotte.fletcher@bacarawealth.com |
info@bacarawealth.com |
15 Stratton Street, Mayfair |
London |
|
W1J 8LQ |
United Kingdom |
Europe |
https://www.linkedin.com/in/charlottefletcher/ |
Wealth Management, Wealth Protection, Trading Funds, Property Funds, Independant Financial Planning, Wills and Trusts, Charity Establishment, Philanthropy, and Alternative Investments |
2.016 |
|
|
|
https://www.linkedin.com/company/bacara-wealth/ |
Bacara Wealth is a multi family office based in London and Yorkshire. We offer a bespoke approach to wealth enhancement and protection for High Net Worth individuals, families and sophisticated investors. |
MF |
|
| 14 |
Band Family Office |
Doug |
Band |
Owner |
|
|
doug@dougband.com |
|
280 Park Ave., 4th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/dougband/ |
|
2.017 |
|
|
https://www.crunchbase.com/person/doug-band |
https://www.dougband.com/ |
Band Family Office, a single family office firm for the Band Family. Doug Band is the co-founder and President of the global CEO advisory firm, Teneo.
After graduating from the University of Florida in 1995, Doug began his career in the White House Counsel’s office. In 1999, Doug was appointed Special Assistant to President Clinton, and then became the youngest Deputy Assistant to aid a president.
Post Clinton’spresidency, Doug helped create and then ran the Clinton Global Initiative. This organization has raised over $69 billion for thousands of philanthropic endeavors, impacting over 430 million people worldwide.
Doug served as chief advisor to President Clinton from 2002 until 2012, after which President Clinton said: “I couldn’t have achieved half of what I have in my post-presidency without Doug Band. Doug is my counselor and a board member of the Clinton Global Initiative, which was created at his suggestion. He works to support the expansion of CGI’s activities and my other foundation work around the world. In our first ten years, Doug’s strategic vision and fund-raising made it possible for the foundation to survive and thrive. I hope and believe he will continue to advise me and build CGI for another decade.”
During his career at the White House, Doug visited more than 125 countries, and was directly involved in numerous global efforts following natural disasters, including the rebuilding of New Orleans, Haiti, Southeast Asia and Gujarat, India. Doug was also involved in negotiations to free American captives, including arranging the release of two journalists who were held in North Korea. While employed at the White House, Doug also simultaneously attended Georgetown University during the evenings, successfully completing a master’s degree and a law degree over a 6-year period.
Doug has advised numerous domestic agencies and foreign governments to support nation building, infrastructure creation and democratic governance structure. |
SF |
|
| 15 |
Bankside Capital Pte. Ltd. |
Yi |
Wang |
Chief Executive Officer |
65 6436 3633 |
|
|
hr@banksidecap.com |
47 Scotts Road, #05-03A Goldbell Towers |
Singapore |
|
228233 |
Singapore |
Asia |
https://www.linkedin.com/in/yi-wang-173a0110b/ |
Alternative Assets, Equity, Fixed Income, Property |
|
|
|
https://www.linkedin.com/in/wilfred-chua-1917741b3/ |
https://www.banksidecap.com/ |
Bankside Capital is a Singapore-based multi-family office. We are privileged to work with fascinating and accomplished individuals and their families. Revolutionizing the way we live, communicate and work – our clients are truly changing the world. It is only by recognizing each one’s distinct requirements that we can have a positive impact on their lives and businesses.
We provide our clients fully-tailored solutions to asset allocation, investment strategy, corporate governance, human resources, philanthropy, etc. We explore unique investment opportunities and managers globally across asset classes such as alternative assets, equity, fixed income and property. We pursue high-quality and sustainable return in the long term. |
MF |
|
| 16 |
Barrington Wealth Management |
Chloe |
Quigley |
Business Exit Planning Advisor |
Direct: (847) 542-2529 |
|
chloe@barringtonwm.com |
|
225 E. Grand Avenue, Suite 209 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/chloe-quigley/ |
Philanthropy and Impact, Philanthropic Fund, Impact Fund |
2.007 |
|
|
https://www.linkedin.com/company/barrington-wealth-management/ |
https://www.barringtonwealthmanagement.com/ |
At Barrington Wealth Management we believe that each person has a unique way they can enrich their world. As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way. |
MF |
|
|
Barrington Wealth Management |
Jim |
Quigley |
Founder & CEO, Wealth Advisor |
(847) 304-1990 |
|
jim@barringtonwm.com |
|
225 E. Grand Avenue, Suite 209 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/jim-quigley-185506a/ |
Philanthropy and Impact, Philanthropic Fund, Impact Fund |
2.007 |
|
|
https://www.linkedin.com/company/barrington-wealth-management/ |
https://www.barringtonwealthmanagement.com/ |
At Barrington Wealth Management we believe that each person has a unique way they can enrich their world. As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way. |
MF |
|
|
Barrington Wealth Management |
Ashley |
Quigley |
Associate |
(847) 304-1990 |
|
ashley@hopesin.org |
|
225 E. Grand Avenue, Suite 209 |
Chicago |
IL |
60611 |
United States of America |
North America |
https://www.linkedin.com/in/ashley-quigley-8b4187176/ |
Philanthropy and Impact, Philanthropic Fund, Impact Fund |
2.007 |
|
|
https://hopesin.org/ |
https://www.barringtonwealthmanagement.com/ |
At Barrington Wealth Management we believe that each person has a unique way they can enrich their world. As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way. |
MF |
|
| 17 |
Batoff Associates Family Office |
Justin |
Batoff |
Associate Attorney |
(410) 864-6210 |
(443) 438-1554 |
jbatoff@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/justin-batoff-34431035/ |
Corporate Governance, Tax and Estate Planning, Employee Benefits/ERISA, Health Care, Mergers & Acquisitions, Sports & Entertainment, Family Office Services, Real Estate, Philanthropy, Asset Preservation |
1.990 |
|
jbatoff@oldlinesociety.org |
http://oldlinesociety.org/
https://www.linkedin.com/company-beta/2751661/ |
http://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. |
Healthcare Investor |
|
|
Batoff Associates Family Office |
Justin |
Batoff |
Associate Attorney |
Office: (410) 864-6210, Direct: (410) 864-6212 |
(443) 438-1554 |
jbatoff@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/justin-batoff-34431035/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
jbatoff@oldlinesociety.org |
https://mailchi.mp/d703f3be4286/old-line-society-maryland |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Rosemary |
Ryan |
Paralegal |
Office: (410) 864-6210, Direct: (410) 864-6213 |
(443) 438-1554 |
rryan@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/rosemary-ryan-842154182/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Steven |
Batoff |
President |
Office: (410) 864-6210, Direct: (410) 864-6211 |
(443) 438-1554 |
sbatoff@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/steven-batoff-97634115/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
|
Batoff Associates Family Office |
Stephanie |
Blair |
Attorney |
Office: (410) 864-6210, Direct: (410) 864-6216 |
(443) 438-1554 |
sblair@batoffassociates.com |
|
36 S. Charles Street, 15th Floor |
Baltimore |
MD |
21201 |
United States of America |
North America |
https://www.linkedin.com/in/stephanie-blair-esq-8b524739/ |
Leisure Activities, Alternative Investing, Concierge Services |
1.990 |
|
|
https://www.linkedin.com/company/batoff-associates-p-a-/ |
https://batoffassociates.com/ |
Batoff Associates Family Office is a steward and trusted advisor to affluent individuals and their multi-generational families. Our staff guides each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows – in lifestyle, maintenance, legacy planning, and philanthropy.
As a multi-family office, Batoff Associates provides the same menu of personal services that a single affluent family obtains from its own family office, but at a more affordable cost. Batoff Associates distinguishes itself from other multi-family offices by providing legal assistance on all matters affecting the family. Our interdisciplinary services enable us to apply a holistic approach and perspective to our clients’ complex financial needs. |
MF |
|
| 18 |
Beryllus Capital |
Sunita |
Bhambri |
Global Head of Compliance |
|
|
sunita@sbpl.work |
info@berylluscapital.com |
|
London |
|
|
United Kingdom |
Europe |
https://www.linkedin.com/in/sunita-bhambri-390760/ |
Real Estate, M&A, Art, Jewelry, Healthcare, Aircraft, Philanthropic Endeavors and Legacies |
2.021 |
|
|
https://sbpl.work/
https://londoncu.com/about-us/board-of-directors/ |
https://berylluscapital.com/ |
Beryllus Capital is a multi-family office catering to some of the most influential families in the world. With offices in London, Geneva and Singapore, Beryllus Capital plans to provide advisory services and integrated strategies for managing its clients' investments, philanthropic endeavors and legacies. Its services will include investment management, investment banking and real estate advisory. Through its family office, Beryllus Capital will assist its clients in managing the complexities of their personal and professional lives. |
MF |
|
|
Beryllus Capital |
Krinzel |
Shah |
Managing Director, Head of Investment Banking |
44 207 653-4000 |
|
krinzel.shah@berylluscapital.com |
info@berylluscapital.com |
|
London |
|
|
United Kingdom |
Europe |
https://www.linkedin.com/in/krinzel-shah-b7978314/ |
Real Estate, M&A, Art, Jewelry, Healthcare, Aircraft, Philanthropic Endeavors and Legacies |
2.021 |
|
|
https://www.linkedin.com/company/beryllus-capital/ |
https://berylluscapital.com/ |
Beryllus Capital is a multi-family office catering to some of the most influential families in the world. With offices in London, Geneva and Singapore, Beryllus Capital plans to provide advisory services and integrated strategies for managing its clients' investments, philanthropic endeavors and legacies. Its services will include investment management, investment banking and real estate advisory. Through its family office, Beryllus Capital will assist its clients in managing the complexities of their personal and professional lives. |
MF |
|
|
Beryllus Capital |
Doug |
Reay |
Chief Investment Officer |
|
|
doug.reay@berylluscapital.com |
info@berylluscapital.com |
|
London |
|
|
United Kingdom |
Europe |
https://www.linkedin.com/in/doug-reay-525aab51/ |
Real Estate, M&A, Art, Jewelry, Healthcare, Aircraft, Philanthropic Endeavors and Legacies |
2.021 |
|
|
https://www.linkedin.com/company/beryllus-capital/ |
https://berylluscapital.com/ |
Beryllus Capital is a multi-family office catering to some of the most influential families in the world. With offices in London, Geneva and Singapore, Beryllus Capital plans to provide advisory services and integrated strategies for managing its clients' investments, philanthropic endeavors and legacies. Its services will include investment management, investment banking and real estate advisory. Through its family office, Beryllus Capital will assist its clients in managing the complexities of their personal and professional lives. |
MF |
|
|
Beryllus Capital |
Amit |
Kotha |
Founder & CEO |
|
|
amit.kotha@berylluscapital.com |
info@berylluscapital.com |
|
London |
|
|
United Kingdom |
Europe |
https://www.linkedin.com/in/amit-kotha-02425613/ |
Real Estate, M&A, Art, Jewelry, Healthcare, Aircraft, Philanthropic Endeavors and Legacies |
2.021 |
|
|
https://www.linkedin.com/company/beryllus-capital/ |
https://berylluscapital.com/ |
Beryllus Capital is a multi-family office catering to some of the most influential families in the world. With offices in London, Geneva and Singapore, Beryllus Capital plans to provide advisory services and integrated strategies for managing its clients' investments, philanthropic endeavors and legacies. Its services will include investment management, investment banking and real estate advisory. Through its family office, Beryllus Capital will assist its clients in managing the complexities of their personal and professional lives. |
MF |
|
| 19 |
Blauwpark Partners Pte. Ltd. |
Wouter |
Kneepkens |
Partner |
|
|
wouter@blauwparkpartners.com |
info@blauwparkpartners.com |
Parkview Square, 600 North Bridge Road #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/wouterkneepkens/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
|
https://www.linkedin.com/company/blauwparkpartners/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners was founded in Singapore in 2019 as the successor to Blauwpark, a Dutch single-family office established in 1980s to collectively invest on behalf of our founding family.
Our core clients retain the same control over their investments and decision-making as in their own single-family office while benefiting from the shared investment and operations platform of a multi-family office, hence a single family office for multiple families. |
MF |
|
|
Blauwpark Partners Pte. Ltd. |
Veiverne |
Yuen |
Partner |
|
|
veiverne@blauwparkpartners.com |
info@blauwparkpartners.com |
Parkview Square, 600 North Bridge Road #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/veiverne/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
veiverne@trybgroup.com |
https://trybgroup.com/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners was founded in Singapore in 2019 as the successor to Blauwpark, a Dutch single-family office established in 1980s to collectively invest on behalf of our founding family.
Our core clients retain the same control over their investments and decision-making as in their own single-family office while benefiting from the shared investment and operations platform of a multi-family office, hence a single family office for multiple families. |
MF |
|
|
Blauwpark Partners Pte. Ltd. |
Andrew |
White |
Partner |
|
|
andrew@blauwparkpartners.com |
info@blauwparkpartners.com |
Parkview Square, 600 North Bridge Road #10-09 |
Singapore |
|
188778 |
Singapore |
Asia |
https://www.linkedin.com/in/andrew-white-cfa-01791213/ |
Funds, Hedge Funds, Venture Capital Funds, Hong Kong-based Long-only Fund, Dutch SaaS Venture Capital Fund, European Debt Fund, Private Equity, FinTech, Alternatives, Impact Investments, Effective Philanthropy |
2.019 |
|
|
https://www.linkedin.com/company/blauwparkpartners/ |
https://www.blauwparkpartners.com/ |
Blauwpark Partners was founded in Singapore in 2019 as the successor to Blauwpark, a Dutch single-family office established in 1980s to collectively invest on behalf of our founding family.
Our core clients retain the same control over their investments and decision-making as in their own single-family office while benefiting from the shared investment and operations platform of a multi-family office, hence a single family office for multiple families. |
MF |
|
| 20 |
Blue Haven Initiative |
Liesel |
Pritzker Simmons |
Co-Founder & Principal |
(617) 202-0800 |
|
liesel@bluehaveninitiative.com |
bhi@bluehaveninitiative.com |
104 Mount Auburn Street |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/liesel-pritzker-simmons-793b8417/ |
Public Equities, Fixed-Income, Private Equity, Private Credit, Real Assets, Ventures, Philanthropic Capital, FinTech, Financial Technology |
2.012 |
|
ventures@bluehaveninitiative.com |
https://www.linkedin.com/company/blue-haven-initiative/ |
http://www.bluehaveninitiative.com/ |
Blue Haven Initiative is an innovative family office dedicated to putting wealth to work for competitive returns and positive social and environmental change. Investing with high standards to maximize financial performance and public benefit, it manages a diversified investment portfolio across asset classes, from public equities and fixed-income holdings to private equity and direct investments. |
MF |
|
|
Blue Haven Initiative |
Ian |
Simmons |
Co-Founder & Principal |
(617) 202-0800 |
|
ian@bluehaveninitiative.com |
bhi@bluehaveninitiative.com |
104 Mount Auburn Street |
Cambridge |
MA |
02138 |
United States of America |
North America |
https://www.linkedin.com/in/ian-simmons-990a438/ |
Public Equities, Fixed-Income, Private Equity, Private Credit, Real Assets, Ventures, Philanthropic Capital, FinTech, Financial Technology |
2.012 |
|
ventures@bluehaveninitiative.com |
https://www.linkedin.com/company/blue-haven-initiative/ |
http://www.bluehaveninitiative.com/ |
Blue Haven Initiative is an innovative family office dedicated to putting wealth to work for competitive returns and positive social and environmental change. Investing with high standards to maximize financial performance and public benefit, it manages a diversified investment portfolio across asset classes, from public equities and fixed-income holdings to private equity and direct investments. |
MF |
|
| 21 |
Bouchard et Cie SA |
Artur |
Piotr Jedrzejewski |
President Family Office |
41 417 232 992 |
41 417 232 300 |
artur@bouchardswiss.com |
|
Dammstrasse 19 |
Zug |
|
CH-6301 |
Switzerland |
Europe |
|
Real Estate, Luxury |
1.972 |
|
|
|
http://bouchardswiss.com/ |
Bouchard is the traditional multi family office that provide a range of services to our clients from philanthropic assistance, wealth management to tax and accounting work. |
MF |
|
|
Bouchard et Cie SA |
Piotr |
Tyranowski |
Executive Partner |
41 417 232 992 |
41 417 232 300 |
piotr.tyranowski@hotblok.pl |
|
Dammstrasse 19 |
Zug |
|
CH-6301 |
Switzerland |
Europe |
https://www.linkedin.com/in/piotr-tyranowski-715b0a20/ |
Real Estate, Luxury |
1.972 |
|
|
http://www.hotblok.pl/index.php/pl/relacje-inwestorskie/wladze-spolki/ |
http://bouchardswiss.com/ |
Bouchard is the traditional multi family office that provide a range of services to our clients from philanthropic assistance, wealth management to tax and accounting work. |
MF |
|
| 22 |
Braeburn Family Office LLC |
Michael |
Adam Smith |
Founder & Managing Partner |
(626) 827-8594 |
|
michael@braeburnfamilyoffice.com |
|
8806 E Las Turnas Dr. |
San Gabriel |
CA |
91776 |
United States of America |
North America |
https://www.linkedin.com/in/michaeladamsmith/ |
Fine Art Curators, Aviation, Personal and Cyber Security, and Valuations Specialists |
2.018 |
|
|
|
http://www.braeburnfamilyoffice.com/ |
Founded in 2018 and based in Pasadena, Calif., Braeburn Family Office LLC provides unique, highly personal financial, transitional, philanthropic solutions and opportunities to domestic, multi-national families and their succeeding generations.
Through our organic strategy of interlocking solutions, we assist clients across the family-office continuum that, in addition to asset allocation, spans business transition, tax and estate planning, philanthropic coordination, intergenerational and family-wealth governance matters, among other services required by the ultra-wealthy.
The firm was founded and is led by Managing Partner Michael Adam Smith, who possesses 35 years of capital markets and investment management expertise in this category.
Our clients created significant wealth and with that comes a multitude of challenges and responsibilities. Braeburn brings to bear requisite expertise helping individuals and their families achieve their fullest potential and success, promoting their growth across generations – not only financial but intellectual, social and spiritual – and allowing them to flourish.
We believe Braeburn distinguishes itself through our breadth of international client relationships, extensive experience across industry sectors, and ability to leverage existing associations to the benefit of family clients.
Braeburn is a retainer-based advisory, and neither sells and places products nor accepts referral or third-party compensation fees. Placing precedence on independence and objectivity, we maintain non-conflicted affiliations with boutique investment banks, accounting and law practices and other professional advisors – such as fine art curators, aviation, personal and cyber security, and valuations specialists. |
MF |
|
| 23 |
Bulletproof Capital |
Mike |
Stritch |
Chief Executive Officer |
|
|
|
bull.invest@bulletproof-capital.com |
|
Chicago |
IL |
|
United States of America |
North America |
https://www.linkedin.com/in/michaelstritch/ |
Tax Planning, Philanthropic Management, Estate Planning and investment oversight across Public Markets, Private Funds and Direct Investments |
2.022 |
|
|
|
https://www.bulletproof-capital.com/ |
Bulletproof Capital is a single family office based in Chicago. We provide a comprehensive suite of wealth management services including tax planning, philanthropic management, estate planning and investment oversight across public markets, private funds and direct investments. With a spirit rooted in the entrepreneurial drive of our founding family, we seek opportunistic ideas, insights, and partnerships to help manage, build, and protect our capital. |
SF |
|
| 24 |
Burnham Group Pty Ltd |
Greg |
Thompson |
Head of Finance |
61 3 8319 8666 |
|
greg@burnhamgroup.com.au |
|
1270 High Street |
Armadale |
VIC |
3143 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/greg-thompson-745a7333/ |
Private Equity, Venture Capital, Agribusiness, Food Security, Wealth, Funds Management, Real Estate, Property Development, Investment, Financing, Philanthropy, Family Office Services |
1.926 |
|
|
|
http://burnhamgroup.com.au/ |
The Burnham Group is a sophisticated investment group and private family office first established in 1926. Our investment team specialise in private equity and venture capital opportunities together with property development and financing. We also provide a broad range of customised family office services and focus on a number of philanthropic vehicles. |
SF |
|
|
Burnham Group Pty Ltd |
Lachlan |
Armstrong |
Executive Director |
61 3 8319 8666 |
|
lachlan@burnhamgroup.com.au |
|
1270 High Street |
Armadale |
VIC |
3143 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/lachlanarmstrong/ |
Private Equity, Venture Capital, Agribusiness, Food Security, Wealth, Funds Management, Real Estate, Property Development, Investment, Financing, Philanthropy, Family Office Services |
1.926 |
|
|
|
http://burnhamgroup.com.au/ |
The Burnham Group is a sophisticated investment group and private family office first established in 1926. Our investment team specialise in private equity and venture capital opportunities together with property development and financing. We also provide a broad range of customised family office services and focus on a number of philanthropic vehicles. |
SF |
|
| 25 |
Cairnmont Inc. |
Stuart |
Iversen |
Founder & Principal |
(514) 866-2200 |
(514) 866-3576 |
|
office@cairnmont.com |
1350 Sherbrooke Street West, Suite 1201 |
Montreal |
QC |
H3G 1J1 |
Canada |
North America |
|
* Estate planning and philanthropic planning.
* Estate liquidation, settlement, administration and management.
* Administration of trusts, holding companies and foundations.
* Assistance in selecting and appointing investment managers, advisors and custodians.
* Preparation of consolidated (multi-managers) investment performance statements.
* Preparation of financial statements.
* Preparation and monitoring of budgets, disbursing income and bill paying.
* Treasury function coordinating financial intermediaries and cash management.
* Secretariat, payroll, private collections and customized concierge services. |
2.006 |
$200M |
|
|
http://www.cairnmont.com/en/ |
Cairnmont is a multi-family office focusing on the protection and succession of the business, investment and philanthropic assets of families. Services are offered to individuals, families, trusts and foundations. Guidance and advice is offered, in conjunction with the existing family advisors, to select, establish and administer the appropriate legal, financial and tax structures for the family’s assets and interests including protective regimes.
Principals of Cairnmont act as trustees, protectors, directors and administrators. All services are provided in a personalized manner with professionalism, efficiency and discretion. |
MF |
|
|
Cairnmont Inc. |
Charles |
Gagnon |
Principal |
(514) 866-2200 |
(514) 866-3576 |
|
office@cairnmont.com |
1350 Sherbrooke Street West, Suite 1201 |
Montreal |
QC |
H3G 1J1 |
Canada |
North America |
https://www.linkedin.com/in/charles-c-gagnon-4881b77b/ |
* Estate planning and philanthropic planning.
* Estate liquidation, settlement, administration and management.
* Administration of trusts, holding companies and foundations.
* Assistance in selecting and appointing investment managers, advisors and custodians.
* Preparation of consolidated (multi-managers) investment performance statements.
* Preparation of financial statements.
* Preparation and monitoring of budgets, disbursing income and bill paying.
* Treasury function coordinating financial intermediaries and cash management.
* Secretariat, payroll, private collections and customized concierge services. |
2.006 |
$200M |
|
|
http://www.cairnmont.com/en/ |
Cairnmont is a multi-family office focusing on the protection and succession of the business, investment and philanthropic assets of families. Services are offered to individuals, families, trusts and foundations. Guidance and advice is offered, in conjunction with the existing family advisors, to select, establish and administer the appropriate legal, financial and tax structures for the family’s assets and interests including protective regimes.
Principals of Cairnmont act as trustees, protectors, directors and administrators. All services are provided in a personalized manner with professionalism, efficiency and discretion. |
MF |
|
| 26 |
Carrington Multi-Family Office |
Patrick |
Lai |
Executive Director & Chief Operating Officer |
65 6381 6868 |
|
patricklai88@gmail.com |
|
1 Paya Lebar Link, #06-08, PLQ2, Paya Lebar Quarter |
Singapore |
|
408533 |
Singapore |
Asia |
https://www.linkedin.com/in/patrick-lai-17171428/ |
Multi-Family, Alternative Investment, Fund Management, Private Equity, Real Estate, Private Equity & Direct Investment, Education Consultancy, Medical concierge, Art & Collectibles, Real Estate, REITs |
2.018 |
|
|
https://carringtonrhtwealth.com/ |
https://www.carringtonfamilyoffice.com/ |
At Carrington Multi Family Office, we offer a broad range of customised services to ultra wealthy families and individuals to help protect, manage and grow their personal & family wealth for current generation and ensure future generations continue to build on their successes. Our advisors specialise in developing a deep understanding of each client to provide a suite of interconnected state-of-the-art solutions through our ecosystem of professionals. Carrington Multi-Family Office provides investment advisory, family governance and philanthropy, asset management and preservation and other related types of family office services. We focus on UHNW segment in emerging markets as well as China by providing solutions and services in financial and other services such as lifestyle needs, focusing on what UHNWI desires and enjoys. Through tailor-made trust establishment and management as well as tax advisory, we provide ultra-wealthy families with comprehensive and solution of taxation, marriage and family recustomisedlationships, succession planning, family governance and etc. In addition, we offer global investment citizenship program and provide value-added high-end medical concierge services. |
MF |
|
| 27 |
Catalytic Women LLC |
Melanie |
Hamburger |
Chief Executive Officer |
(415) 999-3197 |
|
melanie@catalyticwomen.com |
info@catalyticwomen.com |
901 Mission Street, Suite 105 |
San Francisco |
CA |
94103 |
United States of America |
North America |
https://www.linkedin.com/in/melaniehamburger/ |
Philantrophy |
|
|
melanie@marincityclinic.org |
|
http://www.catalyticwomen.com/ |
|
Angel |
|
| 28 |
Clearwell Group, LLC |
Douglas |
Free |
Managing Partner |
(813) 435-5600 |
|
doug@clearwellgroup.com |
info@clearwellgroup.com |
610 W. De Leon St. |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/douglas-free-a175b5/ |
Manufacturing, Business Services, Healthcare, Software, Financial Services |
2.009 |
|
|
https://www.linkedin.com/company/clearwell-group/ |
https://clearwellgroup.com/ |
Clearwell Group, a family office investment advisory business focused on building a lasting legacy of significance and stewardship. We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.
Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. |
Healthcare Investor |
|
|
Clearwell Group, LLC |
Ryan |
Cortner |
Partner |
(813) 435-5600 |
|
ryan@clearwellgroup.com |
info@clearwellgroup.com |
610 W. De Leon St. |
Tampa |
FL |
33606 |
United States of America |
North America |
https://www.linkedin.com/in/ryancortner/ |
Manufacturing, Business Services, Healthcare, Software, Financial Services |
2.009 |
|
|
https://www.linkedin.com/company/clearwell-group/ |
https://clearwellgroup.com/ |
Clearwell Group, a family office investment advisory business focused on building a lasting legacy of significance and stewardship. We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.
Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. |
Healthcare Investor |
|
| 29 |
Continuity Partners |
David |
Pringle |
President & CEO |
Direct: (916) 215-7684, Office: (916) 444-7206 |
|
|
info@continuitymfo.com |
520 Capitol Mall |
Sacramento |
CA |
95814 |
United States of America |
North America |
https://www.linkedin.com/in/dave-pringle-36025a18/ |
Objective Financial Counsel, Cash Flow, Tax and Estate Planning, Mergers & Acquisition Assistance, Investment Advice & Portfolio Oversight, Risk Management & Insurance Services, Foundation & Philanthropic Goal Management, Trusteeship |
2.009 |
|
|
|
http://www.continuitymfo.com/ |
Continuity Partners is a Sacramento-based Multi-Family Office providing comprehensive financial services. We also consult in a variety of areas including integrated succession planning and other company and family initiatives. |
MF |
|
| 30 |
Cove Capital Corp. |
Barney |
Corning |
Managing Partner |
(617) 457-8368 |
(617) 261-3864 |
|
cccinfo@cccalliance.com |
10 Liberty Square, 3rd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/barney-corning-a68703/ |
Private Equity, Venture Capital and Hedge Funds |
1.992 |
$350M |
admin@covecc.com |
http://www.cccalliance.com/our_team.html#Barney |
http://www.covecc.com/ |
Cove Capital is a private family company serving the needs of branches of a single family with a primary mission to protect and build financial and human capital, as well as facilitate the pursuit of philanthropic objectives. Cove manages both CORE and VENTURE exposures for the family, and invests both directly and through funds. Cove seeks to partner with like-minded families and firms to pursue growth initiatives. With continued growth comes the opportunity to give back. |
SF |
|
|
Cove Capital Corp. |
Barney |
Corning |
Managing Partner |
(617) 457-8368 |
(617) 261-3864 |
barneyc@covecc.com |
|
10 Liberty Square, 3rd Floor |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/barney-corning-a68703/ |
Alternative Investments |
1.992 |
$350M |
|
http://www.cccalliance.com/our_team.html#Barney |
http://www.covecc.com/ |
Cove Capital is a private family company serving the needs of branches of a single family with a primary mission to protect and build financial and human capital, as well as facilitate the pursuit of philanthropic objectives. Cove manages both CORE and VENTURE exposures for the family, and invests both directly and through funds. Cove seeks to partner with like-minded families and firms to pursue growth initiatives. With continued growth comes the opportunity to give back. |
SF |
|
| 31 |
Crewe Advisors |
Ryan |
Halliday |
CEO & Managing Partner |
(385) 355-2700 |
(385) 355-2722 |
ryan@creweadvisors.com |
|
136 E South Temple, Suite 2440 |
Salt Lake City |
UT |
84111 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-halliday-2a103110/ |
Portfolio Management, Estate Planning, Strategic Philanthropic Planning, Tax Planning & Administration, Rick Management, Executive Counseling, Retirement, Business Succession Planning |
2.015 |
|
|
https://www.linkedin.com/company/crewe-advisors/ |
https://crewe.com/ |
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor.
|
MF |
|
|
Crewe Advisors |
Dan |
Sudit |
Partner |
(385) 355-2700 |
(385) 355-2722 |
dan@creweadvisors.com |
|
136 E South Temple, Suite 2440 |
Salt Lake City |
UT |
84111 |
United States of America |
North America |
https://www.linkedin.com/in/dan-sudit-53373136/ |
Portfolio Management, Estate Planning, Strategic Philanthropic Planning, Tax Planning & Administration, Rick Management, Executive Counseling, Retirement, Business Succession Planning |
2.015 |
|
|
https://www.linkedin.com/company/crewe-advisors/ |
https://crewe.com/ |
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor.
|
MF |
|
|
Crewe Advisors |
Dustin |
Thackeray |
Chief Investment Officer |
(385) 355-2700 |
(385) 355-2722 |
dustin@creweadvisors.com |
|
136 E South Temple, Suite 2440 |
Salt Lake City |
UT |
84111 |
United States of America |
North America |
https://www.linkedin.com/in/dustin-thackeray-cfa-064b013/ |
Portfolio Management, Estate Planning, Strategic Philanthropic Planning, Tax Planning & Administration, Rick Management, Executive Counseling, Retirement, Business Succession Planning |
2.015 |
|
|
https://www.linkedin.com/company/crewe-advisors/ |
https://crewe.com/ |
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor.
|
MF |
|
| 32 |
Crosby Company of New Hampshire |
Steven |
Spinazzola |
Facilities Manager |
(603) 681-4273 |
|
sspinazzola@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
https://www.linkedin.com/in/steven-spinazzola-cfm-82473b3b/ |
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
|
Crosby Company of New Hampshire |
Richard |
Augugliaro |
Chief Operating Officer |
(603) 681-4273 |
|
raugugliaro@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
https://www.linkedin.com/in/rich-augugliaro-6979b912/ |
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
|
Crosby Company of New Hampshire |
Sandy |
Griffon |
Managing Director |
(978) 235-1800 |
|
sgriffon@thecrosbyco.com |
|
11 Keewaydin Dr. |
Salem |
NH |
03079-2840 |
United States of America |
North America |
|
Alternative Investments |
|
$506K |
|
|
https://www.linkedin.com/company/crosby-company-of-new-hampshire/ |
Crosby Company of NH, a single-family office located in New Hampshire dedicated to dynamic, forward-thinking stewardship for the family’s businesses, assets and philanthropy. With “family first” as our guiding principle, our work is grounded on the values of respect, integrity, teamwork, trust and high performance. |
SF |
|
| 33 |
Cross Border Family Office |
Maria |
Colacci |
Director Family Office & Head Client Services |
Mobile: (305) 988-2889 |
|
maria@realtystandard.com |
|
361 E Hillsboro Blvd. |
Deerfield Beach |
FL |
33441 |
United States of America |
North America |
https://www.linkedin.com/in/mariacolacci/ |
Real Estate, Property Real Estate |
2.015 |
|
|
https://www.realtystandard.com/maria-colacci |
|
Cross Border Family Office, a Florida-based single family office firm. A Relationship Director serving as a key liaison and point of contact to aid communication in the management and cultivation of ongoing relationships between Family Enterprises, its ownership family, key vendors and external professional advisors. Concierge to the ownership family by coordinating and leveraging personal, company and external resources to provide family office services, coordinating specialists for real estate, tax, estate planning, trust administration, financial and wealth management services. Serves as the primary day-to-day liaison between members of the ownership Family, the Companies and their Boards.
Oversight of in-house and outsourced solutions to managing Family Office Services.
• Primary Relationship Director continuously building strategic partnerships.
• Implement estate and office management with operational plans.
• Oversight of all family assets, investments, real estate properties, trusts and other interests.
• Oversee business development activities, administration and family governance services.
• Liaise with bankers, lawyers, trustees, accountants, real estate brokers and other external advisors effecting family-directed strategies and initiatives.
• Oversight of activism and philanthropic strategies directed by the family. |
SF |
|
| 34 |
Custos Family Office |
Mitchell |
Herr |
Founding Principal |
(512) 351-7909 |
(303) 536-5316 |
mitchell@custosfo.com |
|
9011 Mountain Ridge Drive, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/mitchell-herr-11138611/ |
|
2.018 |
$119M |
|
|
https://custosfo.com/ |
While no two families are alike, many share common opportunities and challenges. We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.
Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals. |
MF |
|
|
Custos Family Office |
Tony |
Lopiccolo |
Principal & CIO |
(303) 536-5313 |
(303) 536-5316 |
anthony@custosfo.com |
|
2679 W. Main Street, Suite 300-355 |
Littleton |
CO |
80120 |
United States of America |
North America |
https://www.linkedin.com/in/anthony-lopiccolo-cfa-b26aa519/ |
|
2.018 |
$119M |
|
|
https://custosfo.com/ |
While no two families are alike, many share common opportunities and challenges. We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.
Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals. |
MF |
|
|
Custos Family Office |
Chase |
Rodawig |
Partner |
(303) 536-5313 |
(303) 536-5316 |
chase@custosfo.com |
|
2679 W. Main Street, Suite 300-355 |
Littleton |
CO |
80120 |
United States of America |
North America |
https://www.linkedin.com/in/chase-rodawig-78403643/ |
|
2.018 |
$119M |
|
|
https://custosfo.com/ |
While no two families are alike, many share common opportunities and challenges. We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.
Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals. |
MF |
|
|
Custos Family Office |
Juan |
Creixell |
Partner |
Office: (512) 501-6877, Direct: (512) 351-7909, Mobile: (917) 312-4256 |
(303) 536-5316 |
juan@custosfo.com |
|
9011 Mountain Ridge Drive, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/juan-i-creixell-929977/ |
|
2.018 |
$119M |
|
|
https://custosfo.com/ |
While no two families are alike, many share common opportunities and challenges. We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.
Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals. |
MF |
|
|
Custos Family Office |
Gaylon |
Boyd |
Managing Director |
(512) 351-7909 |
(303) 536-5316 |
gaylon@custosfo.com |
|
9011 Mountain Ridge Drive, Suite 200 |
Austin |
TX |
78759 |
United States of America |
North America |
https://www.linkedin.com/in/gaylon-boyd-7b2b1aa/ |
|
2.018 |
$119M |
|
|
https://custosfo.com/ |
While no two families are alike, many share common opportunities and challenges. We function as our clients’ Chief Financial Officer – protecting their wealth, coordinating financial services through the families’ various stages, and acting as a bridge across generations.
Most of our clients made their wealth by taking tremendous, but calculated risk. Growth should not end with a successful liquidity event or retirement. We help clients identify risk, diversify and continue to grow their assets to fund current lifestyle, future generations and philanthropic goals. |
MF |
|
| 35 |
CVentures, Inc. |
John |
Backstrom |
Controller |
(303) 565-2400 |
(303) 804-7920 |
john.backstrom@gmail.com |
|
4350 South Monaco Street, 5th Floor |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/johnathon-backstrom-a747a215a/ |
Real Estate |
1.987 |
|
|
|
https://www.linkedin.com/company/cventures-inc/ |
CVentures, Inc. is a Denver based single family office. We provide in-house property management, investment due diligence, day-to-day accounting and payroll activities, philanthropic coordination, governance services and management of legal affairs. |
SF |
|
|
CVentures, Inc. |
Cheston |
Mizel |
President |
Direct: (310) 500-4626 |
(303) 804-7920 |
cheston@jconnectla.com |
|
4350 South Monaco Street, 5th Floor |
Denver |
CO |
80237 |
United States of America |
North America |
https://www.linkedin.com/in/chestonmizel/ |
Real Estate |
1.987 |
|
|
https://www.bhfs.com/ |
https://www.linkedin.com/company/cventures-inc/ |
CVentures, Inc. is a Denver based single family office. We provide in-house property management, investment due diligence, day-to-day accounting and payroll activities, philanthropic coordination, governance services and management of legal affairs. |
SF |
|
| 36 |
Daintree Advisors LLC |
Alexander |
Gross |
Family Office Director |
Direct: 617) 848-3412 |
(617) 737-3746 |
agross@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/alexander-gross-cpa-pfs-cfp®-mst-aep®-3b83911/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
Darlene |
Dahl |
Managing Director |
Direct: (617) 848-3454 |
(617) 737-3746 |
ddahl@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/darlenedahl/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
David |
Beatty |
CEO & Founder |
(617) 848-3421 |
(617) 737-3746 |
dbeatty@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/david-beatty-71a020a/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
Greg |
Larson |
Senior Investment Associate |
Direct: (617) 848-3416 |
(617) 737-3746 |
glarson@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/gwlarson/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
Kent |
Forkner |
Chief Investment Officer |
(617) 848-3422 |
(617) 737-3746 |
kforkner@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/forkner/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
Lauren |
Desforge |
Managing Director |
Direct: (617) 848-3449 |
(617) 737-3746 |
ldesforge@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-desforge-47631159/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
|
Daintree Advisors LLC |
Stephen |
Oliver |
Senior Portfolio Manager
Managing Director |
Direct: (617) 848-3465 |
(617) 737-3746 |
soliver@daintreeadvisors.com |
info@daintreeadvisors.com |
100 High Street, Suite 1110 |
Boston |
MA |
02110 |
United States of America |
North America |
https://www.linkedin.com/in/stephen-oliver-cfa-cfp®-94a6558/ |
Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. |
2.010 |
$1B |
|
https://www.linkedin.com/company/daintree-advisors-llc/ |
https://daintreeadvisors.com/ |
Daintree is a multi-family office and wealth management firm created in 2010 by a group of seasoned investment and planning professionals. |
MF |
|
| 37 |
Dalio Family Office |
Tom |
Waller |
Chief Operating Officer |
(203) 226-3030 |
|
tom.waller@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/tomwaller/ |
Hedge Funds, Private Equity |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
|
Dalio Family Office |
Bruce |
Zimmerman |
Chief Investment Officer |
(203) 226-3030 |
|
bruce.zimmerman@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-zimmerman-510abb145/ |
Hedge Funds, Private Equity |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
|
Dalio Family Office |
Michelle |
Chopper |
Accounting Manager & Private Investments Auditor |
(203) 226-3030 |
|
michelle.chopper@bwater.com |
|
One Glendinning Place |
Westport |
CT |
06880 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-chopper-cpa/ |
Hedge Funds, Private Equity |
|
|
|
https://www.bridgewater.com/ |
|
The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. |
SF |
|
| 38 |
David Denzil Manager, LLC |
George |
Slessman |
Founder & Chairman |
|
|
|
|
|
Phoenix |
AZ |
|
United States of America |
North America |
https://www.linkedin.com/in/george-s-222a3a20a/ |
Venture Capital, Private Equity |
2.006 |
|
info@cr8dl.com, info@atthemile.com |
https://www.cr8dl.com/
https://www.atthemile.com/ |
http://www.daviddenzil.com/ |
David Denzil is s a private firm established in 2006 exclusively to manage the operations of a single family office. David Denzil engages in a broad range of commercial, impact and philanthropic activities. |
SF |
|
| 39 |
De Viris Family Office |
Daniel |
de Vries Reilingh |
Director |
41 325 800 822 |
|
d.devries@deviris.ch |
info@deviris.ch |
4, rue de la Serre |
Neuchâtel |
|
CH-2001 |
Switzerland |
Europe |
https://www.linkedin.com/in/daniel-de-vries-reilingh-64b28376/ |
Private Foundation, Charitable & Philanthropic Planning, Real Estate, Leisure & Concierge, M&A, Art |
|
|
|
http://ibspartners.lu/en/de-viris-family-office |
https://www.deviris.ch/ |
De Viris is an independent Swiss-based multi-family office aiming at assisting HNWI & UHNWI in the planning, management and transmission of their wealth. |
MF |
|
|
De Viris Family Office |
Dirk |
Lepelmeier |
Director |
41 325 800 822 |
|
d.lepelmeier@deviris.ch |
info@deviris.ch |
4, rue de la Serre |
Neuchâtel |
|
CH-2001 |
Switzerland |
Europe |
https://www.linkedin.com/in/dirk-lepelmeier-5b6209a3/ |
Private Foundation, Charitable & Philanthropic Planning, Real Estate, Leisure & Concierge, M&A, Art |
|
|
|
http://ibspartners.lu/en/de-viris-family-office |
https://www.deviris.ch/ |
De Viris is an independent Swiss-based multi-family office aiming at assisting HNWI & UHNWI in the planning, management and transmission of their wealth. |
MF |
|
|
De Viris Family Office |
Bernard |
Zimmer |
Director |
41 325 800 822 |
|
b.zimmer@deviris.ch |
info@deviris.ch |
4, rue de la Serre |
Neuchâtel |
|
CH-2001 |
Switzerland |
Europe |
https://www.linkedin.com/in/bernardzimmer/ |
Private Foundation, Charitable & Philanthropic Planning, Real Estate, Leisure & Concierge, M&A, Art |
|
|
|
https://bernardzimmer.wordpress.com/ |
https://www.deviris.ch/ |
De Viris is an independent Swiss-based multi-family office aiming at assisting HNWI & UHNWI in the planning, management and transmission of their wealth. |
MF |
|
|
De Viris Family Office |
Yamina |
Benallal |
Senior Manager |
41 325 800 822 |
|
y.benallal@deviris.ch |
info@deviris.ch |
4, rue de la Serre |
Neuchâtel |
|
CH-2001 |
Switzerland |
Europe |
|
Private Foundation, Charitable & Philanthropic Planning, Real Estate, Leisure & Concierge, M&A, Art |
|
|
|
http://ibspartners.lu/en/de-viris-family-office |
https://www.deviris.ch/ |
De Viris is an independent Swiss-based multi-family office aiming at assisting HNWI & UHNWI in the planning, management and transmission of their wealth. |
MF |
|
|
De Viris Family Office |
Pierre |
Huot |
Senior Manager |
41 325 800 822 |
|
p.huot@deviris.ch |
info@deviris.ch |
4, rue de la Serre |
Neuchâtel |
|
CH-2001 |
Switzerland |
Europe |
|
Private Foundation, Charitable & Philanthropic Planning, Real Estate, Leisure & Concierge, M&A, Art |
|
|
|
http://ibspartners.lu/en/de-viris-family-office |
https://www.deviris.ch/ |
De Viris is an independent Swiss-based multi-family office aiming at assisting HNWI & UHNWI in the planning, management and transmission of their wealth. |
MF |
|
| 40 |
DeBartolo Holdings LLC |
Geza |
Henni |
President |
Direct: (813) 264-8819 |
(813) 908-2206 |
ghenni@debartoloholdings.com |
vpanou@debartolosports.com |
3820 Northdale Blvd., Suite 100b |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/henni-geza-9b739b12/ |
Private Equity, Real Estate Development, Sports, Philanthropy |
2.002 |
$12B |
|
https://debartolodevelopment.com/ |
https://debartoloholdings.com/ |
DeBartolo Holdings manages and optimizes the diversified businesses and investments of the DeBartolo family. In addition to DeBartolo Development and strategic private equity investments in various industries. |
SF |
|
|
DeBartolo Holdings LLC |
David |
Mallitz |
Executive Vice President & Chief Financial Officer |
Direct: (813) 264-8812 |
(813) 908-2206 |
dmallitz@debartoloholdings.com |
vpanou@debartolosports.com |
3820 Northdale Blvd., Suite 100b |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/david-mallitz-8ba3252/ |
Private Equity, Real Estate Development, Sports, Philanthropy |
2.002 |
$12B |
|
https://debartolodevelopment.com/ |
https://debartoloholdings.com/ |
DeBartolo Holdings manages and optimizes the diversified businesses and investments of the DeBartolo family. In addition to DeBartolo Development and strategic private equity investments in various industries. |
SF |
|
|
DeBartolo Holdings LLC |
Lisa |
DeBartolo |
Executive Vice President |
Direct: (813) 964-8302 |
(813) 908-2206 |
ldebartolo@debartoloholdings.com |
vpanou@debartolosports.com |
3820 Northdale Blvd., Suite 100b |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-biederman-80128815/ |
Private Equity, Real Estate Development, Sports, Philanthropy |
2.002 |
$12B |
|
https://debartolodevelopment.com/ |
https://debartoloholdings.com/ |
DeBartolo Holdings manages and optimizes the diversified businesses and investments of the DeBartolo family. In addition to DeBartolo Development and strategic private equity investments in various industries. |
SF |
|
|
DeBartolo Holdings LLC |
Nikki |
DeBartolo |
Executive Vice President |
(813) 908-8400 |
(813) 908-2206 |
ndebartolo@debartoloholdings.com |
vpanou@debartolosports.com |
3820 Northdale Blvd., Suite 100b |
Tampa |
FL |
33624 |
United States of America |
North America |
https://www.linkedin.com/in/nikki-debartolo-6a86851a/ |
Private Equity, Real Estate Development, Sports, Philanthropy |
2.002 |
$12B |
|
https://debartolodevelopment.com/ |
https://debartoloholdings.com/ |
DeBartolo Holdings manages and optimizes the diversified businesses and investments of the DeBartolo family. In addition to DeBartolo Development and strategic private equity investments in various industries. |
SF |
|
| 41 |
Delcor Family Office Pty Ltd |
Mark |
Williams |
Director |
Direct: 61 409 172 498, Office: 613 8394 0490 |
|
mark@delcor.com.au |
clientservices@delcor.com.au |
P.O. Box 321 |
Collins Street West |
VIC |
8007 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/mark-williams-6b5a4452/ |
Venture Capital, Private Equity, Corporate Consulting, Funds Management, Mining Technology |
2.006 |
$250M |
|
|
https://delcor.com.au/ |
At DELCOR we operate as a Family Office providing integrated financial services and solutions to our clients. We cater for a broad range of successful Families, Private Clients, Business & Enterprise and Philanthropists.
The entrepreneurial journey is risk, reward and tumult. It demands that one needs to pass through the eye of the 'perfect storm' and to win more battles than one loses. |
MF |
|
| 42 |
Desmos Capital |
Charalambos |
Samir |
Managing Principal |
357 2225 8800 |
357 2225 8801 |
charalambos@connectedsky.com |
|
Berkeley Square House, Berkeley Square |
London |
|
W1J 6BD |
United Kingdom |
Europe |
https://www.linkedin.com/in/charalambossamir/ |
Building and Preserving Banking Relationships, Wealth Management & Planning, Private Equity, Portfolio Management, Investment Strategy, Property Finder & Management, Philanthropic Planning, Art & Culture, Lifestyle Management, VIP Services |
0 |
|
|
https://www.connectedsky.com/privacy-policy |
https://www.desmoscapital.com/ |
Desmos Capital, the Multi-Family-Office (MFO) of ConnectedSky Legal & Corporate Consultants Ltd, which equally falls under the internationally acclaimed The Samir Group, offers its clients a one-stop-shop experience providing them all-round support during their financial, corporate, legal and personal challenges.
Desmos Capital is headquartered in London’s most sought after location, in the heart of the Mayfair district, specifically in Berkley Square, thus accommodating clients directly from within the world’s no.1 international financial centre.
It is Desmos Capital’s privilege to offer High-Net-Worth-Individuals (HNWIs), Ultra-High-Net-Worth Individuals (UHNWIs), wealthy families and sovereign royal families, everything that is needed to protect, maintain and grow their investments, company structures, investment funds, foundations and philanthropic activities worldwide. We serve to consolidate and support the needs of the family across the whole range of their affairs, from long-term planning to routine transactions and administration for the current and future generations to come.
We invest heavily in understanding our clients’ business and corresponding environment, while always providing pragmatic and balanced solutions, within an absolute sphere of confidentiality and mutual trust. Concluding, we stand by our philosophy that for others providing security is an option, but for us it is a duty. |
MF |
Cyprus Office:
Igoumenitsas 12,
CONNECTEDSKY HOUSE
2027 Nicosia Strovolos
Cyprus |
|
Desmos Capital |
Tasia |
Pieri |
Senior Accountant |
357 2225 8800 |
357 2225 8801 |
tasia.pieri@connectedsky.com |
|
Berkeley Square House, Berkeley Square |
London |
|
W1J 6BD |
United Kingdom |
Europe |
https://www.linkedin.com/in/tasia-pieri-586791143/ |
Building and Preserving Banking Relationships, Wealth Management & Planning, Private Equity, Portfolio Management, Investment Strategy, Property Finder & Management, Philanthropic Planning, Art & Culture, Lifestyle Management, VIP Services |
0 |
|
|
https://www.connectedsky.com/privacy-policy |
https://www.desmoscapital.com/ |
Desmos Capital, the Multi-Family-Office (MFO) of ConnectedSky Legal & Corporate Consultants Ltd, which equally falls under the internationally acclaimed The Samir Group, offers its clients a one-stop-shop experience providing them all-round support during their financial, corporate, legal and personal challenges.
Desmos Capital is headquartered in London’s most sought after location, in the heart of the Mayfair district, specifically in Berkley Square, thus accommodating clients directly from within the world’s no.1 international financial centre.
It is Desmos Capital’s privilege to offer High-Net-Worth-Individuals (HNWIs), Ultra-High-Net-Worth Individuals (UHNWIs), wealthy families and sovereign royal families, everything that is needed to protect, maintain and grow their investments, company structures, investment funds, foundations and philanthropic activities worldwide. We serve to consolidate and support the needs of the family across the whole range of their affairs, from long-term planning to routine transactions and administration for the current and future generations to come.
We invest heavily in understanding our clients’ business and corresponding environment, while always providing pragmatic and balanced solutions, within an absolute sphere of confidentiality and mutual trust. Concluding, we stand by our philosophy that for others providing security is an option, but for us it is a duty. |
MF |
Cyprus Office:
Igoumenitsas 12,
CONNECTEDSKY HOUSE
2027 Nicosia Strovolos
Cyprus |
| 43 |
Destiny Family Office |
Thomas |
Ruggie |
Founder & CEO |
(407) 644-2701 |
(352) 742-2607 |
truggie@ruggiewealth.com |
familyoffice@destinyfamilyoffice.com |
2100 Lake Eustis Drive |
Tavares |
FL |
32778 |
United States of America |
North America |
https://www.linkedin.com/in/tomruggie/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ruggie-wealth-management/ |
https://www.ruggiewealth.com/why-ruggie-wealth/strategic-partnerships/destiny-family-office/ |
At Destiny our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients. Destiny Family Office is built on a broad range of expertise in the management of investments and portfolios, asset protection, budgeting, educational funding, and philanthropy. |
MF |
|
|
Destiny Family Office |
Rob |
Clark |
Partner, Wealth Advisor |
(407) 644-2701 |
(352) 742-2607 |
rclark@ruggiewealth.com |
familyoffice@destinyfamilyoffice.com |
2100 Lake Eustis Drive |
Tavares |
FL |
32778 |
United States of America |
North America |
|
|
1.991 |
|
|
https://www.linkedin.com/company/ruggie-wealth-management/ |
https://www.ruggiewealth.com/why-ruggie-wealth/strategic-partnerships/destiny-family-office/ |
At Destiny our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients. Destiny Family Office is built on a broad range of expertise in the management of investments and portfolios, asset protection, budgeting, educational funding, and philanthropy. |
MF |
|
|
Destiny Family Office |
Louis |
Shinaman |
Senior Wealth Advisor |
(407) 644-2701 |
(352) 742-2607 |
lshinaman@ruggiewealth.com |
familyoffice@destinyfamilyoffice.com |
2100 Lake Eustis Drive |
Tavares |
FL |
32778 |
United States of America |
North America |
https://www.linkedin.com/in/louis-shinaman-128249131/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ruggie-wealth-management/ |
https://www.ruggiewealth.com/why-ruggie-wealth/strategic-partnerships/destiny-family-office/ |
At Destiny our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients. Destiny Family Office is built on a broad range of expertise in the management of investments and portfolios, asset protection, budgeting, educational funding, and philanthropy. |
MF |
|
|
Destiny Family Office |
Jorge |
Romero |
Senior Wealth Advisor |
(407) 644-2701 |
(352) 742-2607 |
jromero@ruggiewealth.com |
familyoffice@destinyfamilyoffice.com |
2100 Lake Eustis Drive |
Tavares |
FL |
32778 |
United States of America |
North America |
https://www.linkedin.com/in/jromerocfp/ |
|
1.991 |
|
|
https://www.linkedin.com/company/ruggie-wealth-management/ |
https://www.ruggiewealth.com/why-ruggie-wealth/strategic-partnerships/destiny-family-office/ |
At Destiny our Multi-Family Office provides comprehensive investment and life-planning solutions to affluent individuals, entrepreneurs, entertainers, athletes and their families, structuring and preserving their wealth for future generations in a profoundly personal and hands-on way which ensures the best-possible alignment of interest between our advisors and our clients. Destiny Family Office is built on a broad range of expertise in the management of investments and portfolios, asset protection, budgeting, educational funding, and philanthropy. |
MF |
|
| 44 |
DesVoeux Guilford LLC |
Albert |
Yuen |
Managing Director & Founder |
(518) 855-1558 |
|
|
info@dvguilford.com |
6 Liberty Sq. #2675 |
Boston |
MA |
02109 |
United States of America |
North America |
https://www.linkedin.com/in/albertyuen/ |
|
2.016 |
|
|
https://www.linkedin.com/company/desvoeuxguilford/ |
https://www.dvguilford.com/ |
DVG is a single-family investment office, holding company, and multi-family office advisor and consultant. DVG is dedicated to finding and supporting compelling ideas in both public and private markets by leveraging decades of operational and financial experience and knowledge across all geographies and is sector agnostic.
As a multi-family office advisor, we seek to advise our network with the utmost confidence. Furthermore, we have a strong social and philanthropic commitment and actively seek out projects that benefit society, the environment, and the World at large. |
SF |
|
| 45 |
Dynamica Inc. |
Daniel |
Schwartz |
Chairman of the Board |
(212) 818-1900 |
(212) 717-1988 |
dschwartz@dynamica.com |
info@dynamica.com |
930 Fifth Ave., 3 Floor |
New York |
NY |
10021 |
United States of America |
North America |
https://www.linkedin.com/in/danielschwartz212/ |
Private Equity, Private Equity Due Diligence, Philanthropic Foundation, Telecommunications |
1.995 |
|
|
https://www.linkedin.com/company/dynamica-inc./ |
http://www.dynamica.com/ |
Dynamica is a philanthropic foundation and multi-family office serving some of the world’s leading philanthropists. |
MF |
|
| 46 |
Elysien Private Wealth |
Tony |
DePasquale |
President & Chairman |
(702) 799-9350 |
|
tony@elysien.com |
|
8905 W Post Road, Suite 200 |
Las Vegas |
NV |
89147 |
United States of America |
North America |
https://www.linkedin.com/in/tony-depasquale-38305314/ |
|
0 |
|
|
|
http://www.elysien.com/ |
Elysien Private Wealth is a fee only, independent Registered Investment Advisor (RIA) wealth management and multi family office firm headquartered in Henderson, Nevada. In order to properly manage a substantial amount of wealth, clients require access to resources that are typically only available to institutions and corporate clients. Elysien Private Wealth’s Family Office Services Program reserves family office services for clients who have minimum liquid assets of $2o million or more. Elysien Private Wealth’s Family Office Services Help to Perform Three Major Tasks:
> Provides a system for handling an affluent families financial and administrative affairs.
> Provides the ability to create superior investment results by leveraging asset size to achieve economies of scale.
> Provide a venue for family members to receive customized services for tax management, philanthropy, family governance and education. |
MF |
|
| 47 |
ÉO Management |
Robertino |
Coury |
President |
(323) 886-3635 |
(323) 538-8740 |
rmc@eomanagement.com |
|
1999 Avenue of the Stars, Suite 1050 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/robertinocoury/ |
|
2.003 |
|
careers@couryfirm.com |
https://www.couryfirm.com/ |
https://eomanagement.com/ |
ÉO Management is a single family office responsible for managing the assets of the Coury family and affiliated foundation. With offices in Los Angeles, CA and Pittsburgh, PA, ÉO engages in a broad range of investments, philanthropic endeavors, and management services for its family eligible clients.
The Robert J. Coury Family Foundation was formed in 2014 to help support his philanthropic efforts and mission of giving back. The Foundation strives to make a constructive impact on society by promoting and supporting health and wellness initiatives, as well as expanding opportunity and educational experiences for young, motivated, and passionate individuals looking to enhance their leadership skills. |
SF |
Pennsylvania Office:
260 Forbes Avenue, Suite 1600
Pittsburgh, PA 15222
Phone: (412) 482-1773 |
|
ÉO Management |
Jeff |
Coury II |
Associate Director |
(323) 886-3635 |
(323) 538-8740 |
jcc2@eomanagement.com |
|
1999 Avenue of the Stars, Suite 1050 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/jeff-coury-ii-754b0ba0/ |
|
2.003 |
|
careers@couryfirm.com |
https://www.couryfirm.com/ |
https://eomanagement.com/ |
ÉO Management is a single family office responsible for managing the assets of the Coury family and affiliated foundation. With offices in Los Angeles, CA and Pittsburgh, PA, ÉO engages in a broad range of investments, philanthropic endeavors, and management services for its family eligible clients.
The Robert J. Coury Family Foundation was formed in 2014 to help support his philanthropic efforts and mission of giving back. The Foundation strives to make a constructive impact on society by promoting and supporting health and wellness initiatives, as well as expanding opportunity and educational experiences for young, motivated, and passionate individuals looking to enhance their leadership skills. |
SF |
Pennsylvania Office:
260 Forbes Avenue, Suite 1600
Pittsburgh, PA 15222
Phone: (412) 482-1773 |
|
ÉO Management |
Andreo |
Coury |
Analyst |
(323) 886-3635 |
(323) 538-8740 |
avc@eomanagement.com |
|
1999 Avenue of the Stars, Suite 1050 |
Los Angeles |
CA |
90067 |
United States of America |
North America |
https://www.linkedin.com/in/andreo-coury-030917105/ |
|
2.003 |
|
careers@couryfirm.com |
https://www.couryfirm.com/ |
https://eomanagement.com/ |
ÉO Management is a single family office responsible for managing the assets of the Coury family and affiliated foundation. With offices in Los Angeles, CA and Pittsburgh, PA, ÉO engages in a broad range of investments, philanthropic endeavors, and management services for its family eligible clients.
The Robert J. Coury Family Foundation was formed in 2014 to help support his philanthropic efforts and mission of giving back. The Foundation strives to make a constructive impact on society by promoting and supporting health and wellness initiatives, as well as expanding opportunity and educational experiences for young, motivated, and passionate individuals looking to enhance their leadership skills. |
SF |
Pennsylvania Office:
260 Forbes Avenue, Suite 1600
Pittsburgh, PA 15222
Phone: (412) 482-1773 |
| 48 |
Escor Group |
Jill |
Flack |
Executive Assistant |
61 3 9533 6666 |
61 3 9533 6288 |
jill@escor.com.au |
help@escor.com.au |
1 Robinson Street |
Prahran |
VIC |
3181 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/jillflack/ |
Escor manages a range of investments across many asset classes including Australian and International equities and hedge funds, property securities and private equity. |
1.996 |
|
|
|
http://www.escor.com.au/ |
Escor Group is a privately owned single family office. The firm provides its services to the Smorgon family. It also provides philanthropic services to the family. |
SF |
|
|
Escor Group |
Michael |
Meehan |
Finance & Investment Director |
61 3 9095 0800 |
61 3 9533 6288 |
michael@escor.com.au |
help@escor.com.au |
1 Robinson Street |
Prahran |
VIC |
3181 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/michael-meehan-90365561/ |
Escor manages a range of investments across many asset classes including Australian and International equities and hedge funds, property securities and private equity. |
1.996 |
|
|
|
http://www.escor.com.au/ |
Escor Group is a privately owned single family office. The firm provides its services to the Smorgon family. It also provides philanthropic services to the family. |
SF |
|
| 49 |
FIRSTUNITY Financial Services Pty Ltd |
Brendan |
Element |
Senior Advisor |
61 2 8256 3100 |
61 2 8256 3131 |
belement@firstunity.com.au |
|
P.O. Box R1727 |
Sydney |
NSW |
1225 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/brendan-element-a8264b13/ |
|
2.003 |
$241.3M |
|
|
http://www.firstunity.com.au/ |
FIRSTUNITY is a boutique financial advisory firm comprising Wealth Management, Family Office and Philanthropic Services. We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations. |
MF |
Office Address:
Bligh Chambers, Level 21, 25 Bligh Street
Sydney NSW 2000
Australia |
|
FIRSTUNITY Financial Services Pty Ltd |
Lisa |
Yuan |
Investment Analyst |
61 2 8256 3100 |
61 2 8256 3131 |
lyuan@firstunity.com.au |
|
P.O. Box R1727 |
Sydney |
NSW |
1225 |
Australia |
Australia / Oceania |
|
|
2.003 |
$241.3M |
|
|
http://www.firstunity.com.au/ |
FIRSTUNITY is a boutique financial advisory firm comprising Wealth Management, Family Office and Philanthropic Services. We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations. |
MF |
Office Address:
Bligh Chambers, Level 21, 25 Bligh Street
Sydney NSW 2000
Australia |
|
FIRSTUNITY Financial Services Pty Ltd |
Michael |
Coupe |
Senior Advisor |
61 2 8256 3100 |
61 2 8256 3131 |
mcoupe@firstunity.com.au |
|
P.O. Box R1727 |
Sydney |
NSW |
1225 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/michael-coupe-22020223/ |
|
2.003 |
$241.3M |
|
|
http://www.firstunity.com.au/ |
FIRSTUNITY is a boutique financial advisory firm comprising Wealth Management, Family Office and Philanthropic Services. We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations. |
MF |
Office Address:
Bligh Chambers, Level 21, 25 Bligh Street
Sydney NSW 2000
Australia |
|
FIRSTUNITY Financial Services Pty Ltd |
Tim |
Reppen |
Senior Advisor |
61 2 8256 3100 |
61 2 8256 3131 |
treppen@firstunity.com.au |
|
P.O. Box R1727 |
Sydney |
NSW |
1225 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/timothy-reppen-5485319/ |
|
2.003 |
$241.3M |
|
|
http://www.firstunity.com.au/ |
FIRSTUNITY is a boutique financial advisory firm comprising Wealth Management, Family Office and Philanthropic Services. We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations. |
MF |
Office Address:
Bligh Chambers, Level 21, 25 Bligh Street
Sydney NSW 2000
Australia |
| 50 |
Ford Foundation |
Sherif |
Nahas |
Director |
(212) 573-5000 |
|
s.nahas@fordfoundation.org |
office-of-communications@fordfoundation.org |
1440 Broadway |
New York |
NY |
10018 |
United States of America |
North America |
|
Real Estate |
|
|
|
|
fordfoundation.org |
The Ford Foundation is a global, grant-making philanthropy that works to disrupt inequality in all its forms.
We believe in the inherent dignity of all people. But around the world, too many people are excluded from the political, economic, and social institutions that shape their lives.
In addressing this reality, we are guided by a vision of social justice—a world in which all individuals, communities, and peoples work toward the protection and full expression of their human rights; are active participants in the decisions that affect them; share equitably in the knowledge, wealth, and resources of society; and are free to achieve their full potential.
Across eight decades, our mission has been to reduce poverty and injustice, strengthen democratic values, promote international cooperation, and advance human achievement. |
PREI |
|
|
Ford Foundation |
Darren |
Walker |
President |
(212) 573-5000 |
|
d.walker@fordfoundation.org |
office-of-communications@fordfoundation.org |
1440 Broadway |
New York |
NY |
10018 |
United States of America |
North America |
|
Real Estate |
|
|
|
|
fordfoundation.org |
The Ford Foundation is a global, grant-making philanthropy that works to disrupt inequality in all its forms.
We believe in the inherent dignity of all people. But around the world, too many people are excluded from the political, economic, and social institutions that shape their lives.
In addressing this reality, we are guided by a vision of social justice—a world in which all individuals, communities, and peoples work toward the protection and full expression of their human rights; are active participants in the decisions that affect them; share equitably in the knowledge, wealth, and resources of society; and are free to achieve their full potential.
Across eight decades, our mission has been to reduce poverty and injustice, strengthen democratic values, promote international cooperation, and advance human achievement. |
PREI |
|
| 51 |
Fortune Investment Management SA |
Albert |
Nigri |
President |
41 227 074 310 |
41 227 074 315 |
a.nigri@fortinv.com |
info@fortinv.com |
28, Quai du Seujet |
Geneva |
|
1201 |
Switzerland |
Europe |
|
Asset Allocation & Investment Management, Asset and Property Management, Banking & Credit Relations with Leading Banks, Bill Paying & Cash Flow, Budgeting & Financial Statement Preparation, Estate Planning & Trust Administration, Fiscal Optimisation and Engineering, Insurance Placement & Management, Legal & Document Retention, Philanthropic Giving & Management, Tax Planning & Preparation |
2.007 |
|
|
|
https://fortinv.net/ |
Fortune’s Family Office provides complete professional support to families with substantial assets. Our unique approach brings together a team of the most suitable specialists working under the coordination of your Fortune Manager, making this service ideal when you have extensive commitments, complex assets or a very large family. |
MF |
|
|
Fortune Investment Management SA |
Nathalie |
Nigri |
Member of the Board |
41 227 074 310 |
41 227 074 315 |
n.nigri@fortinv.com |
info@fortinv.com |
28, Quai du Seujet |
Geneva |
|
1201 |
Switzerland |
Europe |
|
Asset Allocation & Investment Management, Asset and Property Management, Banking & Credit Relations with Leading Banks, Bill Paying & Cash Flow, Budgeting & Financial Statement Preparation, Estate Planning & Trust Administration, Fiscal Optimisation and Engineering, Insurance Placement & Management, Legal & Document Retention, Philanthropic Giving & Management, Tax Planning & Preparation |
2.007 |
|
|
|
https://fortinv.net/ |
Fortune’s Family Office provides complete professional support to families with substantial assets. Our unique approach brings together a team of the most suitable specialists working under the coordination of your Fortune Manager, making this service ideal when you have extensive commitments, complex assets or a very large family. |
MF |
|
| 52 |
Forward PWS, Inc. |
Michael |
Ward |
Managing Director |
Office:: (818) 797-4133, Mobile: (818) 515-8203 |
|
michael@forwardpws.com |
|
19360 Rinaldi St., Suite 331 |
Porter Ranch |
CA |
91326-1607 |
United States of America |
North America |
https://www.linkedin.com/in/maward/ |
Tax, Family Office, High Net Worth, Estate Planning, Trusts, Private Foundations, Comprehensive Planning, Wealth Transfer Planning, Philanthropy, Family Education |
2.015 |
$250M |
|
https://www.linkedin.com/company/forward-pws-inc./ |
https://www.forwardpws.com/ |
PWS is a comprehensive multi-family office and tax services for the 21st century. serving ultra-high-net worth individuals, their families, and their advisors. |
MF |
|
|
Forward PWS, Inc. |
Shannon |
Ward |
Managing Director |
Direct: (310) 633-4438 |
|
shannon@forwardpws.com |
|
19360 Rinaldi St., Suite 331 |
Porter Ranch |
CA |
91326-1607 |
United States of America |
North America |
https://www.linkedin.com/in/shannon-ward-a8103097/ |
Tax, Family Office, High Net Worth, Estate Planning, Trusts, Private Foundations, Comprehensive Planning, Wealth Transfer Planning, Philanthropy, Family Education |
2.015 |
$250M |
|
https://www.linkedin.com/company/forward-pws-inc./ |
https://www.forwardpws.com/ |
PWS is a comprehensive multi-family office and tax services for the 21st century. serving ultra-high-net worth individuals, their families, and their advisors. |
MF |
|
| 53 |
Fry Family Office Limited |
Jonathan |
Fry |
Managing Director |
44 207 100-4487 |
|
jonathan.fry@frycapitalpartners.com |
enquiries@fryfamilyoffice.com |
42 Berkeley Square |
London |
|
W1J 5AW |
United Kingdom |
Europe |
https://www.linkedin.com/in/jonathanfry/ |
Family Governance, Investment Management, Coordinating Asset Managers and Banks, Advanced Financial Planning, Trust and Estate Planning, Philanthropic Support, Administration and Tax Planning |
2.014 |
£417.5K |
zetland@aske.co.uk |
http://www.frycapitalpartners.com/people
https://www.linkedin.com/company/5302407 |
http://www.fryfamilyoffice.com/ |
Fry Family Office Limited is a London-based multi family office firm that provides independent and bespoke wealth management services to a selected number of families and private clients. The firm grew from the founder, Jonathan Fry, refining the wealth management service to meet the needs of the wealthiest clients with the most complex arrangements and circumstances. |
MF |
|
|
Fry Family Office Limited |
Pantelis |
P.J. Makris |
Operations Manager |
44 207 100-4487 |
|
pj.makris@fryfamilyoffice.com |
enquiries@fryfamilyoffice.com |
42 Berkeley Square |
London |
|
W1J 5AW |
United Kingdom |
Europe |
https://www.linkedin.com/in/pantelis-p-j-makris-a7102425/ |
Family Governance, Investment Management, Coordinating Asset Managers and Banks, Advanced Financial Planning, Trust and Estate Planning, Philanthropic Support, Administration and Tax Planning |
2.014 |
£417.5K |
|
http://www.frycapitalpartners.com/people
https://www.linkedin.com/company/5302407 |
http://www.fryfamilyoffice.com/ |
Fry Family Office Limited is a London-based multi family office firm that provides independent and bespoke wealth management services to a selected number of families and private clients. The firm grew from the founder, Jonathan Fry, refining the wealth management service to meet the needs of the wealthiest clients with the most complex arrangements and circumstances. |
MF |
|
| 54 |
Generation Three Family Partners AG |
Alia |
Al-Senussi |
Business Developmenty and Art Advisory |
44 207 096-4220 |
44 207 235-9242 |
alia@g3fp.com |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
https://www.linkedin.com/in/alia-al-senussi-697ab817/ |
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
|
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
|
Generation Three Family Partners AG |
James |
Penturn |
Chair, Strategic Advisory Committee |
44 207 096-4225 |
44 207 235-9242 |
penturn@spectralegal.co.uk |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-penturn-80ab386/ |
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
info@spectralegal.co.uk |
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
|
Generation Three Family Partners AG |
Mike |
Betesh |
Managing Principal |
44 207 096-4220 |
44 207 235-9242 |
mike@g3fp.com |
contact@g3fp.com |
11-13 Lower Grosvenor Place |
London |
|
SW1W 0EX |
United Kingdom |
Europe |
|
Private Equity, Venture Capital Real Estate and Hedge Funds |
2.009 |
|
|
|
https://www.g3fp.com/ |
Generation Three Family Partners is an international multi-family office offering investment, philanthropy, art and lifestyle services across generations. |
MF |
|
| 55 |
Generations Wealth Management |
Amy |
Underhill |
Manager of Operations & Compliance |
Office: (515) 661-6353, Direct: (515) 444-8367 |
(888) 496-2227 |
aunderhill@genwm.com |
|
505 Market St., Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/amy-underhill-26077166/ |
Streamlining financial operations, Overseeing income and estate tax planning, Evaluating venture capital opportunities, Investment management, Monitoring risk management products, Implementing and administering the family’s philanthropic mission |
2.009 |
|
|
https://www.genwm.com/family-office |
https://www.genwm.com/ |
Generations Wealth Management is a very different kind of wealth management firm. We believe it isn’t just what we do that’s unique, but also how we do it.
Our multi-family office exists to serve the financial and lifestyle needs of your family and its future generations. We partner with your family to provide objective, experienced guidance to help you navigate the many blessings and challenges associated with wealth.
Our fully integrated family office solution is for the family that seeks the many benefits of having their own family office but doesn’t wish to take on the burden of hiring, managing and retaining staff.
We oversee and manage the complex financial lives of wealthy families, with an ultimate goal of preserving family wealth. We realize each family is unique—as is every family office relationship we have. Therefore, our range of services is wide and fully adaptable to your needs. |
MF |
|
|
Generations Wealth Management |
Julie |
Fuller |
Co-Founder |
Office: (515) 661-6353, Direct: (515) 661-6348 |
(888) 496-2227 |
jfuller@genwm.com |
|
505 Market St., Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/julie-fuller-2636565/ |
Streamlining financial operations, Overseeing income and estate tax planning, Evaluating venture capital opportunities, Investment management, Monitoring risk management products, Implementing and administering the family’s philanthropic mission |
2.009 |
|
|
https://www.genwm.com/family-office |
https://www.genwm.com/ |
Generations Wealth Management is a very different kind of wealth management firm. We believe it isn’t just what we do that’s unique, but also how we do it.
Our multi-family office exists to serve the financial and lifestyle needs of your family and its future generations. We partner with your family to provide objective, experienced guidance to help you navigate the many blessings and challenges associated with wealth.
Our fully integrated family office solution is for the family that seeks the many benefits of having their own family office but doesn’t wish to take on the burden of hiring, managing and retaining staff.
We oversee and manage the complex financial lives of wealthy families, with an ultimate goal of preserving family wealth. We realize each family is unique—as is every family office relationship we have. Therefore, our range of services is wide and fully adaptable to your needs. |
MF |
|
|
Generations Wealth Management |
Michelle |
Mahoney |
Co-Founder |
Office: (515) 661-6347, Direct: 515-444-8798, Mobile: (515) 657-3185 |
(888) 496-2227 |
mmahoney@genwm.com |
|
505 Market St., Suite 100 |
West Des Moines |
IA |
50266 |
United States of America |
North America |
https://www.linkedin.com/in/michelle-mahoney-630a054/ |
Streamlining financial operations, Overseeing income and estate tax planning, Evaluating venture capital opportunities, Investment management, Monitoring risk management products, Implementing and administering the family’s philanthropic mission |
2.009 |
|
|
https://www.genwm.com/family-office |
https://www.genwm.com/ |
Generations Wealth Management is a very different kind of wealth management firm. We believe it isn’t just what we do that’s unique, but also how we do it.
Our multi-family office exists to serve the financial and lifestyle needs of your family and its future generations. We partner with your family to provide objective, experienced guidance to help you navigate the many blessings and challenges associated with wealth.
Our fully integrated family office solution is for the family that seeks the many benefits of having their own family office but doesn’t wish to take on the burden of hiring, managing and retaining staff.
We oversee and manage the complex financial lives of wealthy families, with an ultimate goal of preserving family wealth. We realize each family is unique—as is every family office relationship we have. Therefore, our range of services is wide and fully adaptable to your needs. |
MF |
|
| 56 |
GenSpring Family Offices, LLC |
Kevin |
Campbell |
Family Investment Officer |
(561) 746-8444 |
(561) 746-0895 |
kevin.campbell@genspring.com |
|
150 South U.S. Highway 1, Suite 400 |
Jupiter |
FL |
33477 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-campbell-cfa-447378a/ |
Investments, Estate & Tax Planning, Family Governance and Education, Fiduciary, Philanthropy, Lifestyle Planning, and Expense and Document Management |
1.989 |
$5.8B |
|
https://www.linkedin.com/company-beta/21824/ |
http://www.genspring.com/ |
GenSpring Family Offices is a leading wealth management firm for ultra-high net worth families. Once limited to a few of the world’s wealthiest families, the benefits of the family office are rapidly becoming known to a wider circle of ultra-high net worth clients. |
MF |
|
| 57 |
GGBwealthcare Pty Limited |
Keith |
Betty |
Family Adviser and Chief Operating Officer |
61 2 9392 8750 |
61 2 9392 8799 |
kbetty@ggbwealthcare.com |
info@ggbwealthcare.com |
Suite 2006, Level 20, 44 Market Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/keith-betty-99a20213/ |
Alternative Investments, Private Bankers, Lawyers, Accountants, Tax and other Advisers, Family Succession Issues, Asset Protection, Philanthropic Activities |
2.009 |
|
|
https://www.linkedin.com/company/ggbwealthcare-pty-ltd/ |
https://www.ggbwealthcare.com/ |
GGBwealthcare is a boutique "multi-family office" based in Sydney yet servicing clients across several global jurisdictions. GGBwealthcare enables a select number of families-of-wealth to leverage off the experience of the principals, their resources and networks, and the related investment and administrative synergies without having to fund and maintain this full infrastructure themselves. |
MF |
Postal Address:
P.O. Box Q1016
QVB NSW 1230
Australia |
|
GGBwealthcare Pty Limited |
Steven |
Gross |
Chief Investment Officer and Family Adviser |
61 2 9392 8750 |
61 2 9392 8799 |
sgross@ggbwealthcare.com |
info@ggbwealthcare.com |
Suite 2006, Level 20, 44 Market Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/steve-gross-b75730a/ |
Alternative Investments, Private Bankers, Lawyers, Accountants, Tax and other Advisers, Family Succession Issues, Asset Protection, Philanthropic Activities |
2.009 |
|
|
https://twitter.com/stevegross144 |
https://www.ggbwealthcare.com/ |
GGBwealthcare is a boutique "multi-family office" based in Sydney yet servicing clients across several global jurisdictions. GGBwealthcare enables a select number of families-of-wealth to leverage off the experience of the principals, their resources and networks, and the related investment and administrative synergies without having to fund and maintain this full infrastructure themselves. |
MF |
Postal Address:
P.O. Box Q1016
QVB NSW 1230
Australia |
| 58 |
Goodman Private Wealth Ltd |
Brad |
Church |
Chief Executive Officer |
61 7 3221 0333 |
61 7 3221 0830 |
brad.church@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/brad-church-trusted-adviser-0578048/ |
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
|
Goodman Private Wealth Ltd |
Jahna |
Boog |
Private Family Office Manager & Executive Assistant |
61 7 3221 0333 |
61 7 3221 0830 |
jahna.boog@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
|
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
|
Goodman Private Wealth Ltd |
Robert |
Baker |
Chairman of the Board |
Direct: 61 4 1964 7436 |
61 7 3221 0830 |
robert.baker@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/robert-baker-05a85015/ |
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
|
Goodman Private Wealth Ltd |
Ryan |
Nixon |
Private Family Office Administrator |
61 7 3221 0333 |
61 7 3221 0830 |
ryan.nixon@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/ryan-nixon-414b341a9/ |
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
|
Goodman Private Wealth Ltd |
Sharyn |
Besch |
Financial Planning |
61 7 3221 0333 |
61 7 3221 0830 |
sharyn.besch@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/sharyn-besch-certified-financial-planner-55960b20/ |
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
|
Goodman Private Wealth Ltd |
James |
Goodman |
Senior Advisor |
61 7 3221 0333 |
61 7 3221 0830 |
james.goodman@goodmanwealth.com.au |
advisers@goodmanwealth.com.au |
GPO Box 1203 |
Brisbane |
QLD |
4001 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/james-goodman-63801254/ |
Private Equity, Philanthropy |
1.987 |
|
|
https://www.linkedin.com/company/goodman-private-wealth-advisers/ |
https://www.goodmanwealth.com.au/ |
Goodman Private Wealth provides multi family office service in Brisbane, Australia. Brisbane based professional services firm, Goodman private wealth advisers, have launched a suite of services designed for high very net worth families, the Private Family Office. |
MF |
Office Address:
Level 16, 300 Queen Street
Brisbane QLD 4000
Australia |
| 59 |
Graypoint, LLC |
Daniel |
Rutnik |
Founder |
(518) 641-6860 |
(518) 218-1295 |
drutnik@graypointllc.com |
info@graypointllc.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/danielrutnik/ |
Comprehensive maintenance and reporting of financial information, Investment allocation, selection, and monitoring, Income tax planning and compliance, Estate planning advice and implementation assistance, Family financial literacy education and coordination, Management of family philanthropy, Cash flow planning and bill paying, Risk management |
2.002 |
|
|
https://www.linkedin.com/company/graypoint-llc/ |
https://graypointllc.com/ |
Graypoint, a multi-family office, one that can support your family in all of its financial needs, from the most sophisticated to the administrative. Our expertise includes managing your wealth, estate and income tax planning, family education, philanthropy, cash flow planning, and risk management. In addition to designing plans, we are a sounding board for ideas and a trusted confidant. |
MF |
|
|
Graypoint, LLC |
Sean |
Leonard |
Chief Investment Officer |
(518) 641-6860 |
(518) 218-1295 |
sleonard@graypointllc.com |
info@graypointllc.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/sean-leonard-2570053/ |
Comprehensive maintenance and reporting of financial information, Investment allocation, selection, and monitoring, Income tax planning and compliance, Estate planning advice and implementation assistance, Family financial literacy education and coordination, Management of family philanthropy, Cash flow planning and bill paying, Risk management |
2.002 |
|
|
https://www.linkedin.com/company/graypoint-llc/ |
https://graypointllc.com/ |
Graypoint, a multi-family office, one that can support your family in all of its financial needs, from the most sophisticated to the administrative. Our expertise includes managing your wealth, estate and income tax planning, family education, philanthropy, cash flow planning, and risk management. In addition to designing plans, we are a sounding board for ideas and a trusted confidant. |
MF |
|
|
Graypoint, LLC |
Susan |
Reese |
Sr. Vice President of Investment Management |
(518) 641-6860 |
(518) 218-1295 |
sreese@graypointllc.com |
info@graypointllc.com |
4 Tower Place, Suite 1001 |
Albany |
NY |
12203 |
United States of America |
North America |
https://www.linkedin.com/in/susan-m-reese-1a90311/ |
Comprehensive maintenance and reporting of financial information, Investment allocation, selection, and monitoring, Income tax planning and compliance, Estate planning advice and implementation assistance, Family financial literacy education and coordination, Management of family philanthropy, Cash flow planning and bill paying, Risk management |
2.002 |
|
|
https://www.linkedin.com/company/graypoint-llc/ |
https://graypointllc.com/ |
Graypoint, a multi-family office, one that can support your family in all of its financial needs, from the most sophisticated to the administrative. Our expertise includes managing your wealth, estate and income tax planning, family education, philanthropy, cash flow planning, and risk management. In addition to designing plans, we are a sounding board for ideas and a trusted confidant. |
MF |
|
| 60 |
H&S Family Office |
Christy |
Zhang |
Founding Partner |
852 3103 8386 |
852 3103 8399 |
christy@headandshoulders.com.hk |
info@headandshoulders.com.hk |
28-29/F Queen's Road Centre, 152 Queen's Road Central |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/christy-zhang-229651/ |
|
2.013 |
$500M |
|
|
http://www.hnsfg.com/ |
H&S Family Office is a multi-family office providing a total solution for ultra-high net worth individuals and their families’ financial needs. The families that are under a multi-family office consolidate the wealth from multiple families results in a higher bargaining power with lower capital requirement to hire professional service providers to provide better services, including family tax planning, auditing, education planning, family governance, wealth succession and philanthropy. H&S Family Office views each and every one of our clients are a lifetime partner. |
MF |
|
|
H&S Family Office |
Stanley |
Choi |
Group Chairman |
852 3103 8386 |
852 3103 8399 |
cs@headandshoulders.com.hk |
info@headandshoulders.com.hk |
28-29/F Queen's Road Centre, 152 Queen's Road Central |
Central |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/stanley-choi-b73a467/ |
|
2.013 |
$500M |
|
|
http://www.hnsfg.com/ |
H&S Family Office is a multi-family office providing a total solution for ultra-high net worth individuals and their families’ financial needs. The families that are under a multi-family office consolidate the wealth from multiple families results in a higher bargaining power with lower capital requirement to hire professional service providers to provide better services, including family tax planning, auditing, education planning, family governance, wealth succession and philanthropy. H&S Family Office views each and every one of our clients are a lifetime partner. |
MF |
|
| 61 |
Hakman Capital Corporation |
Caroline |
D'Aquino |
VP Admin |
(650) 348-1700 |
(650) 348-6872 |
caroline.daquino@hakman.com |
|
533 Airport Blvd., Suite 230 |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/caroline-d-aquino-85260411/ |
|
|
|
|
|
https://www.hakman.com/ |
Hakman Capital Corporation is a private family office located in Burlingame, California which manages family and co-invested assets and philanthropy. |
SF |
|
|
Hakman Capital Corporation |
David |
Hakman |
Chief Executive Officer |
(650) 348-1700 |
(650) 348-6872 |
david.hakman@hakman.com |
|
533 Airport Blvd., Suite 230 |
Burlingame |
CA |
94010 |
United States of America |
North America |
https://www.linkedin.com/in/dave-hakman-20a9847/ |
|
|
|
|
|
https://www.hakman.com/ |
Hakman Capital Corporation is a private family office located in Burlingame, California which manages family and co-invested assets and philanthropy. |
SF |
|
| 62 |
HARPER | FOSTER Family Advisory |
Annie |
Foster Freedland |
Principal |
(949) 484-9080 |
|
ann.foster.freedland@gmail.com |
howard@harperfoster.com |
840 Highland Drive |
Solana Beach |
CA |
92075 |
United States of America |
North America |
https://www.linkedin.com/in/annie-foster-freedland-a046948/ |
Alternative Investments including Hedge Funds, Private and Venture Investments |
2.003 |
|
|
|
http://www.harperfoster.com/ |
HARPER | FOSTER, a California-based Single Family Office focused on alternative investments and philanthropic activities. |
SF |
|
|
HARPER | FOSTER Family Advisory |
Howard |
Freedland |
Investor/Busniessman/Philanthropist |
(949) 484-9080 |
|
howard@harperfoster.com |
howard@harperfoster.com |
840 Highland Drive |
Solana Beach |
CA |
92075 |
United States of America |
North America |
https://www.linkedin.com/in/howfree/ |
Alternative Investments including Hedge Funds, Private and Venture Investments |
2.003 |
|
|
|
http://www.harperfoster.com/ |
HARPER | FOSTER, a California-based Single Family Office focused on alternative investments and philanthropic activities. |
SF |
|
| 63 |
Hefeng Family Office |
Yang |
Liu |
VP & Deputy Investment Director |
86 20 3836 8531 |
|
leon.liu@multifo.com |
info@multifo.com |
44th Floor, R & F Yingkai Building, 16 Huaxia Road, Zhujiang New Town, Tianhe District, Guangzhou |
Guangdong |
|
|
China |
Asia |
https://www.linkedin.com/in/yang-liu-65832231/ |
Family Governance, Family Enterprise Governance, Wealth Management, Asset Management, Legal Planning, Tax Planning, Risk Management, Insurance Management, Education Planning, Philanthropic Planning, Lifestyle, Private Board of Directors |
2.013 |
|
|
https://www.linkedin.com/company/hefeng-family-office/ |
https://hefengfo.com/ |
Hefeng Family Office is a leading Chinese Multi Family Office that delivers the highest quality advice, service and products to ultra-high net worth individuals and families. We deliver highly customized and global integration and comprehensive solutions to help clients with the many complexities they face by integrating global family ecosystem supporting instruments and intellectual resources.
Hefeng Family Office provides clients with a global perspective delivered through a global, dedicated team of specialists. This team of experts is involved with every facet of family ecosystem, including investments, wealth structuring, tax and estate planning, philanthropy, trust and family enterprise governance. Our cooperation partner located across Asian, European, and American financial centers and offshores. Our business model focuses on client relationships built on trust and mutual understanding, a unique integrated team structure and a platform of depth and breadth. |
MF |
|
|
Hefeng Family Office |
Stephen |
Pau |
Chief Investment Officer |
86 20 3836 8531 |
|
stephen.pau@multifo.com |
info@multifo.com |
44th Floor, R & F Yingkai Building, 16 Huaxia Road, Zhujiang New Town, Tianhe District, Guangzhou |
Guangdong |
|
|
China |
Asia |
https://www.linkedin.com/in/stephen8pau/ |
Family Governance, Family Enterprise Governance, Wealth Management, Asset Management, Legal Planning, Tax Planning, Risk Management, Insurance Management, Education Planning, Philanthropic Planning, Lifestyle, Private Board of Directors |
2.013 |
|
|
https://www.linkedin.com/company/hefeng-family-office/ |
https://hefengfo.com/ |
Hefeng Family Office is a leading Chinese Multi Family Office that delivers the highest quality advice, service and products to ultra-high net worth individuals and families. We deliver highly customized and global integration and comprehensive solutions to help clients with the many complexities they face by integrating global family ecosystem supporting instruments and intellectual resources.
Hefeng Family Office provides clients with a global perspective delivered through a global, dedicated team of specialists. This team of experts is involved with every facet of family ecosystem, including investments, wealth structuring, tax and estate planning, philanthropy, trust and family enterprise governance. Our cooperation partner located across Asian, European, and American financial centers and offshores. Our business model focuses on client relationships built on trust and mutual understanding, a unique integrated team structure and a platform of depth and breadth. |
MF |
|
| 64 |
Heritage Family Office Partners Ltd |
Terence |
Klingman |
Chief Investment Officer |
972 9 890 0555 |
|
|
info@heritagefamoffice.com |
P.O. Box 4015, Business Park |
Herzliya |
|
4614001 |
Israel |
Asia |
https://www.linkedin.com/in/terence-klingman-8238212/ |
Venture Capital, Hedge Fund, Family office, Investment Banking |
2.018 |
|
|
https://www.linkedin.com/company/heritage-family-office-partners-ltd/ |
https://www.heritagefamoffice.com/ |
Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy.
* We are a bi-lingual multi-family office whose founders have decades of cumulative shared experience with international families.
* We support complex requirements of families traversing international structures, including inter alia global investment advisory, fiduciary & taxation planning/monitoring, client representation and routine administration.
* We cater to international families based in Israel and outside of Israel.
* We have wide experience & expertise in assisting new immigrant families to Israel, optimizing their financial integration by addressing diverse issues such as tax planning, integrating domestic and global financial investments and property considerations.
* We have special expertise in serving international families with Israel focused investments & philanthropic interests. |
MF |
Office Address:
Herzliya Business Park, 4th Floor, Building A, 8 Maskit Street
Herzliya Pituach
Israel |
|
Heritage Family Office Partners Ltd |
Irit |
Orr |
Office Manager |
972 9 890 0555 |
|
iritorr@gmail.com |
info@heritagefamoffice.com |
P.O. Box 4015, Business Park |
Herzliya |
|
4614001 |
Israel |
Asia |
https://www.linkedin.com/in/irit-orr-11659723/ |
Venture Capital, Hedge Fund, Family office, Investment Banking |
2.018 |
|
|
https://www.linkedin.com/company/heritage-family-office-partners-ltd/ |
https://www.heritagefamoffice.com/ |
Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy.
* We are a bi-lingual multi-family office whose founders have decades of cumulative shared experience with international families.
* We support complex requirements of families traversing international structures, including inter alia global investment advisory, fiduciary & taxation planning/monitoring, client representation and routine administration.
* We cater to international families based in Israel and outside of Israel.
* We have wide experience & expertise in assisting new immigrant families to Israel, optimizing their financial integration by addressing diverse issues such as tax planning, integrating domestic and global financial investments and property considerations.
* We have special expertise in serving international families with Israel focused investments & philanthropic interests. |
MF |
Office Address:
Herzliya Business Park, 4th Floor, Building A, 8 Maskit Street
Herzliya Pituach
Israel |
|
Heritage Family Office Partners Ltd |
Michael |
Silver |
Co-Founder |
972 9 890 0555 |
|
|
info@heritagefamoffice.com |
P.O. Box 4015, Business Park |
Herzliya |
|
4614001 |
Israel |
Asia |
https://www.linkedin.com/in/michael-silver-585624173/ |
Venture Capital, Hedge Fund, Family office, Investment Banking |
2.018 |
|
|
https://www.linkedin.com/company/heritage-family-office-partners-ltd/ |
https://www.heritagefamoffice.com/ |
Heritage Family Office is a boutique global multi-family office servicing a select number of families. We build and grow these relationships by advising and servicing families with regard to wealth management, succession planning and philanthropy.
* We are a bi-lingual multi-family office whose founders have decades of cumulative shared experience with international families.
* We support complex requirements of families traversing international structures, including inter alia global investment advisory, fiduciary & taxation planning/monitoring, client representation and routine administration.
* We cater to international families based in Israel and outside of Israel.
* We have wide experience & expertise in assisting new immigrant families to Israel, optimizing their financial integration by addressing diverse issues such as tax planning, integrating domestic and global financial investments and property considerations.
* We have special expertise in serving international families with Israel focused investments & philanthropic interests. |
MF |
Office Address:
Herzliya Business Park, 4th Floor, Building A, 8 Maskit Street
Herzliya Pituach
Israel |
| 65 |
Hersh Family Investments |
Randy |
Chappel |
Managing Director |
(972) 432-3800 |
(972) 432-3801 |
rchappel@hershfi.com |
|
The Towers at Williams Square East, 5221 North O’Connor Blvd., Suite 1200 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/randy-chappel-b262b013/ |
Private Equity Funds |
1.997 |
$3.5B |
|
http://www.hershfoundation.org/ |
http://hershfi.com/ |
Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family’s capital in businesses with exceptional management teams and the potential to create substantial long-term value. |
SF |
|
|
Hersh Family Investments |
Rick |
O’Brien |
President & Chief Investment Officer |
(972) 432-3800 |
(972) 432-3801 |
robrien@hershfi.com |
|
The Towers at Williams Square East, 5221 North O’Connor Blvd., Suite 1200 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/rick-o-brien-5a527611b/ |
Private Equity Funds |
1.997 |
$3.5B |
|
http://www.hershfoundation.org/ |
http://hershfi.com/ |
Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family’s capital in businesses with exceptional management teams and the potential to create substantial long-term value. |
SF |
|
|
Hersh Family Investments |
Andrew |
Frohman |
Vice President |
(972) 432-3800 |
(972) 432-3801 |
afrohman@hershfi.com |
|
The Towers at Williams Square East, 5221 North O’Connor Blvd., Suite 1200 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/andrew-frohman-cfa-cpa-58a162b/ |
Private Equity Funds |
1.997 |
$3.5B |
|
http://www.hershfoundation.org/ |
http://hershfi.com/ |
Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family’s capital in businesses with exceptional management teams and the potential to create substantial long-term value. |
SF |
|
|
Hersh Family Investments |
Kristi |
Bernstein |
Foundation Director |
(972) 432-3850 |
(972) 432-3801 |
kbernstein@hershfoundation.org |
|
The Towers at Williams Square East, 5221 North O’Connor Blvd., Suite 1200 |
Irving |
TX |
75039 |
United States of America |
North America |
https://www.linkedin.com/in/kristibernstein/ |
Private Equity Funds |
1.997 |
$3.5B |
info@hershfoundation.org |
http://www.hershfoundation.org/ |
http://hershfi.com/ |
Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family’s capital in businesses with exceptional management teams and the potential to create substantial long-term value. |
SF |
|
|
Hersh Family Investments |
Kenneth |
Hersh |
Chairman |
(972) 432-3800 |
(972) 432-3801 |
khersh@hershfi.com |
|
The Towers at Williams Square East, 5221 North O’Connor Blvd., Suite 1200 |
Irving |
TX |
75039 |
United States of America |
North America |
|
Private Equity Funds |
1.997 |
$3.5B |
|
http://www.hershfoundation.org/ |
http://hershfi.com/ |
Hersh Family Investments exists to enhance the financial, civic and philanthropic interests of the Kenneth A. Hersh family. Through Hersh Investment Partners, NLM Capital Partners, and a number of related entities, HFI invests the family’s capital in businesses with exceptional management teams and the potential to create substantial long-term value. |
SF |
|
| 66 |
Hibernia Capital |
Shane |
Mugan |
Founder & Operating Partner |
|
|
shane.mugan@hibernia.im |
|
8 ST. Georges Street |
Douglas |
|
IM1 1AH |
Isle of Man |
Europe |
https://www.linkedin.com/in/shanemugan/ |
Real Estate, Industrials, Services, Software, Technology Investment Activities |
2.015 |
|
smugan@hotmail.com |
https://www.linkedin.com/company/hibernia-capital/ |
http://hiberniacapital.com/ |
Single Family Office focused on real estate, industrials, services, software and technology investment activities. Established in 2015, Hibernia Capital is the investment business of a single family office / privately owned company. Its primary mission is to enable all family members to reach their personal, philanthropic and business aspirations. It invests in real assets and operating businesses and currently has investments in a range of sectors including real estate, industrials, services, software and technology (next-tech). Our team is based on the Isle of Man and operates under the guidance of an investment board. Hibernia Capital prides itself on partnering with people of the highest calibre and integrity. We seek to provide an environment where we support the growth of our operating businesses throughout their business cycle. As a private company, we have the unique ability to be nimble and flexible in terms of how we approach investments. This allows us to think outside the box with limited restrictions on investment horizon. |
SF |
|
|
Hibernia Capital |
Annamarie |
Fagan |
Founder & Operating Partner |
|
|
annamarie.fagan@novoaltum.com |
|
8 ST. Georges Street |
Douglas |
|
IM1 1AH |
Isle of Man |
Europe |
https://www.linkedin.com/in/annamarie-fagan-794b7b15/ |
Real Estate, Industrials, Services, Software, Technology Investment Activities |
2.015 |
|
|
https://www.linkedin.com/company/hibernia-capital/ |
http://hiberniacapital.com/ |
Single Family Office focused on real estate, industrials, services, software and technology investment activities. Established in 2015, Hibernia Capital is the investment business of a single family office / privately owned company. Its primary mission is to enable all family members to reach their personal, philanthropic and business aspirations. It invests in real assets and operating businesses and currently has investments in a range of sectors including real estate, industrials, services, software and technology (next-tech). Our team is based on the Isle of Man and operates under the guidance of an investment board. Hibernia Capital prides itself on partnering with people of the highest calibre and integrity. We seek to provide an environment where we support the growth of our operating businesses throughout their business cycle. As a private company, we have the unique ability to be nimble and flexible in terms of how we approach investments. This allows us to think outside the box with limited restrictions on investment horizon. |
SF |
|
| 67 |
IAP Family Office |
Grady |
Gaynor |
President & CEO |
(317) 428-6600 |
(317) 428-6605 |
ggaynor@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/grady-gaynor-40665336/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Jay |
Brammer |
Chairman & Chief Investment Officer |
(317) 428-6600 |
(317) 428-6605 |
jbrammer@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/jay-brammer-3a611612/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Kevin |
Alerding |
Director, Family Office |
Direct: (317) 428-6610 |
(317) 428-6605 |
kalerding@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-alerding-1924435/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Robert |
Dalzell |
Wealth Manager |
(317) 428-6600 |
(317) 428-6605 |
bdalzell@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/bobdalzell/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
|
IAP Family Office |
Jenny |
Scheffsky |
Sr. Client Administrator, Family Office |
Direct: (317) 428-6611 |
(317) 428-6605 |
jscheffsky@indieasset.com |
|
10585 N Meridian St., Suite 210 |
Nora |
IN |
46290 |
United States of America |
North America |
https://www.linkedin.com/in/jenny-scheffsky-677b9a11b/ |
Alternative Investments |
|
|
|
https://www.linkedin.com/company/indie-asset-partners/ |
https://indieasset.com/ |
The IAP Family Office helps your family proactively manage your investments, estate planning, taxes, and philanthropy.
Affluent families typically have complex financial lives, often including trusts, partnerships, closely-held businesses, intra-family loans, and family foundations. It takes a great deal of time, attention, and coordination to keep such a complex system in order.
Indie Asset Partners Family Office can assist by acting as the focal point of the family’s financial management. The Family Office assists a select number of families in the management of their investments, the coordination of their estate and financial planning across generations, and implementation of tax minimization and wealth transfer strategies. We have the luxury of being proactive, while other professional advisors might not.
Families that engage IAP’s Family Office can expect to save time, gain better coordination among their professional advisors, have better family communication and education on financial matters, and improve focus on tax saving strategies. |
MF |
|
| 68 |
Iconiq Capital, LLC |
Divesh |
Kanthylal Makan |
Partner |
(415) 967-7763 |
|
divesh@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/divesh-makan-237107/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Kevin |
Foster |
Senior Vice President |
(415) 967-7763 |
|
kevin@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-foster-53949441/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Zachary |
Geremia |
Investment Analyst |
(415) 967-7763 |
|
zgeremia123@gmail.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/zacharygeremia/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Zack |
Heller |
Senior Analyst |
(415) 967-7763 |
|
zheller@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/zack-heller-b8331558/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Chirag |
Mehta |
Managing Director |
(415) 967-7763 |
|
chirag@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/chirag-mehta-24b967/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Laura |
Neal |
Family Office Advisory, Senior Associate |
(415) 967-7763 |
|
lneal@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/laura-neal-48a60452/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Matti |
Navellou |
Vice President of Impact |
(415) 967-7763 |
|
mnavellou@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/matti-navellou-37402319/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Michael |
Alpert |
Managing Director, Family Office Group |
(415) 967-7763 |
|
malpert@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/michaelalpert/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
|
Iconiq Capital, LLC |
Michael |
Anders |
Partner |
(415) 967-7763 |
|
michael@iconiqcapital.com |
information@iconiqcapital.com |
394 Pacific Avenue |
San Francisco |
CA |
94111 |
United States of America |
North America |
https://www.linkedin.com/in/michaelanders/ |
Technology Growth Equity, Venture Capital, Middle Market Buyout, Real Estate, Impact, Philanthropy |
2.011 |
$76B |
|
https://www.linkedin.com/company/iconiq-capital-llc/ |
https://iconiqcapital.com/ |
Iconiq Capital is a global multi-family office, operating as an independent SEC Registered Investment Advisor. |
MF |
|
| 69 |
Impact Family Office |
Kiah |
Jordan |
Founder |
(805) 729-7345, (805) 565-6007 |
|
kiah@impactfirstfinancial.com |
|
1224 Coast Village Cir., Suite 11 |
Santa Barbara |
CA |
93108 |
United States of America |
North America |
https://www.linkedin.com/in/kiahjordan/ |
Impact Strategy, Family Office Services, Impact Investing, Venture Philanthropy, Financial Consulting, Philanthropy, Multi-Family Office |
2.016 |
|
kjordan@westmont.edu |
https://www.linkedin.com/company/impactfamilyoffice/ |
https://www.impactfamilyoffice.com/ |
Impact Family Office is an impact-focused, collaborative multi-family office, with no assets under management. We believe that all the decisions one makes and actions one takes with regard to finances – investments, spending, and philanthropy – have an impact on not just our individual persons, but also on our families, friends, community, and the world. By examining, identifying, and determining the impact one wants to have, we can develop an intentional impact strategy to purposefully create alignment of financial resources with values. |
MF |
|
| 70 |
Incvest Capital (Pty) Ltd |
Shakur |
Olla |
Chief Executive Officer |
27 21 447 7101 |
27 088 21 447 7101 |
|
info@incvest.co.za |
P.O. Box 49 Woodstock |
Cape Town |
|
7915 |
South Africa |
Africa |
https://www.linkedin.com/in/shakur-olla/ |
South African Commercial Income Property, Private Equity, Real Estate Asset Management, Mezzanine Property Finance, Luxury Goods |
2.010 |
|
info@agicapital.co.za |
https://agicapital.co.za/ |
https://incvest.co.za/ |
Incvest Capital based in Cape Town South Africa is a Single Family Office exclusively dedicated and devoted to the Olla family’s business needs and requirements integrating investments and philanthropy.
The SFO manages the family’s businesses, trusts, investments, philanthropy and coordinates the family’s network of business, political and community relationships and centralizing its investments and relationships with investment banks, wealth managers and professional outsource services providers for the family’s business and personal needs.
The Olla family has business interests in commercial income property, private equity investments, real estate asset management, mezzanine property finance and luxury goods.
Incvest Capital is a level 1 B-BBEE on-balance sheet private equity investor with a long-term outlook with no pre-defined exit periods. We offer funding solutions for BEE investments, management buy outs or buy ins, leverage buy outs or buy ins, growth capital and replacement capital.
We invest in South African commercial income property or real assets and companies with products, services and performance equal to or exceeding their competitors and peers across a broad range of asset classes and sectors that can benefit from private equity capital, our expertise, networks and level 1 B-BBEE score card. |
SF |
Office Address:
Ground Floor SOWO Woodstock 3 Frere Street Woodstock
Cape Town 7915
South Africa |
| 71 |
Inova Capital AG |
Harold |
Alby |
Managing Partner |
41 415 616 905 |
|
|
info@inova-capital.com |
Baarerstrasse 43 |
Zug |
|
CH-6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/harold-alby-7a58375/ |
Infrastructure, Real Estate, Private Equity, Natural Resources, Debt and Equity Placement, Capital Markets, Special Situations, Direct Investment, Co-investment, Emerging Markets, Alternative Investment |
2.018 |
$1.2B |
|
https://www.linkedin.com/company/inova-capital-ag/ |
https://www.inova-capital.com/ |
Inova is a commercial multi-family office platform in the long-standing Swiss tradition of dedicated wealth management providing investment management services to institutional investors, private clients, and financial intermediaries.
For nearly two decades, the principals of Inova have been trusted advisors to families and clients in the Americas, Europe, the Middle East, Southeast Asia, the
Far East and Africa, helping to fulfil financial objectives, growing and preserving wealth. Inova implements an integrated approach including investment, legal and tax decisions, family governance structures, and philanthropic activities to enrich and enhance family wealth. From choosing trust vehicles to selecting fund managers, our unbiased and independent guidance will execute the mandated strategy set forth by our clients. |
MF |
|
|
Inova Capital AG |
Justin |
Inniss |
Managing Director |
41 415 616 905 |
|
|
info@inova-capital.com |
Baarerstrasse 43 |
Zug |
|
CH-6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/justin-inniss/ |
Infrastructure, Real Estate, Private Equity, Natural Resources, Debt and Equity Placement, Capital Markets, Special Situations, Direct Investment, Co-investment, Emerging Markets, Alternative Investment |
2.018 |
$1.2B |
|
https://www.linkedin.com/company/inova-capital-ag/ |
https://www.inova-capital.com/ |
Inova is a commercial multi-family office platform in the long-standing Swiss tradition of dedicated wealth management providing investment management services to institutional investors, private clients, and financial intermediaries.
For nearly two decades, the principals of Inova have been trusted advisors to families and clients in the Americas, Europe, the Middle East, Southeast Asia, the
Far East and Africa, helping to fulfil financial objectives, growing and preserving wealth. Inova implements an integrated approach including investment, legal and tax decisions, family governance structures, and philanthropic activities to enrich and enhance family wealth. From choosing trust vehicles to selecting fund managers, our unbiased and independent guidance will execute the mandated strategy set forth by our clients. |
MF |
|
|
Inova Capital AG |
Pavel |
Skitovich |
Managing Partner |
41 415 616 905 |
|
|
info@inova-capital.com |
Baarerstrasse 43 |
Zug |
|
CH-6300 |
Switzerland |
Europe |
https://www.linkedin.com/in/pavel-skitovich-99b61755/ |
Infrastructure, Real Estate, Private Equity, Natural Resources, Debt and Equity Placement, Capital Markets, Special Situations, Direct Investment, Co-investment, Emerging Markets, Alternative Investment |
2.018 |
$1.2B |
|
https://www.linkedin.com/company/inova-capital-ag/ |
https://www.inova-capital.com/ |
Inova is a commercial multi-family office platform in the long-standing Swiss tradition of dedicated wealth management providing investment management services to institutional investors, private clients, and financial intermediaries.
For nearly two decades, the principals of Inova have been trusted advisors to families and clients in the Americas, Europe, the Middle East, Southeast Asia, the
Far East and Africa, helping to fulfil financial objectives, growing and preserving wealth. Inova implements an integrated approach including investment, legal and tax decisions, family governance structures, and philanthropic activities to enrich and enhance family wealth. From choosing trust vehicles to selecting fund managers, our unbiased and independent guidance will execute the mandated strategy set forth by our clients. |
MF |
|
| 72 |
JL Family Office |
John |
Lim |
Founder |
65 6835 9232 |
65 6835 9672 |
limhoonfoundation@gmail.com |
|
271 Bukit Timah Road #03-05, Balmoral Plaza |
Singapore |
|
259708 |
Singapore |
Asia |
https://www.linkedin.com/in/john-lim-ara/ |
Private Equity, Real Estate, Asset Management, Fund Management, REITs, Private Real Estate Funds, Real Estate Management Services, Infrastructure |
|
|
|
http://www.limhoonfoundation.com/
http://www.ara-group.com/
http://www.straitsrealestate.com/ |
http://www.jlfo.com.sg/ |
JL Family Office is the investment holding group of companies founded by Mr John Lim, Group Chief Executive Officer and Executive Director of ARA Asset Management Limited. Mr John Lim has more than 30 years of experience in the real estate industry, and has received many notable corporate awards and is considered an eminent voice in the Asian Pacific real estate circle. His personal accolades include being listed as one of 100 Most Influential of the Decade – PERE Decade and Ernst & Young Entrepreneur of the Year Singapore 2012. Mr John Lim has also been on Forbes’ Asia Singapore’s Richest list since 2010. JLFO comprises an investment arm as well as a philanthropic arm, Lim Hoon Foundation. The investment arm oversees a global portfolio based around the investment philosophy of Mr John Lim. |
SF |
|
|
JL Family Office |
Andy |
Lim |
Executive Director |
65 6422 4270 |
65 6836 8117 |
boonzie2000@gmail.com |
contact@straitsrealestate.com |
271 Bukit Timah Road #03-05, Balmoral Plaza |
Singapore |
|
259708 |
Singapore |
Asia |
https://www.linkedin.com/in/andylim2388/ |
Private Equity, Real Estate, Asset Management, Fund Management, REITs, Private Real Estate Funds, Real Estate Management Services, Infrastructure |
|
|
|
http://www.limhoonfoundation.com/
http://www.ara-group.com/
http://www.straitsrealestate.com/ |
http://www.jlfo.com.sg/ |
JL Family Office is the investment holding group of companies founded by Mr John Lim, Group Chief Executive Officer and Executive Director of ARA Asset Management Limited. Mr John Lim has more than 30 years of experience in the real estate industry, and has received many notable corporate awards and is considered an eminent voice in the Asian Pacific real estate circle. His personal accolades include being listed as one of 100 Most Influential of the Decade – PERE Decade and Ernst & Young Entrepreneur of the Year Singapore 2012. Mr John Lim has also been on Forbes’ Asia Singapore’s Richest list since 2010. JLFO comprises an investment arm as well as a philanthropic arm, Lim Hoon Foundation. The investment arm oversees a global portfolio based around the investment philosophy of Mr John Lim. |
SF |
|
| 73 |
Johnson Family Office Services |
Bret |
Parrish |
CFA, Director of Family Office Services |
(513) 661-3100 |
(513) 661-3160 |
bparrish@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/bret-parrish-cfa-865a64a/ |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
|
Johnson Family Office Services |
Jason |
Jackman |
Director, Fixed Income |
(513) 661-3100 |
(513) 661-3160 |
jjackman@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/jason-jackman-cfa-93b5041 |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
|
Johnson Family Office Services |
Michael |
Barnes |
President, Chief Trust Officer |
(513) 661-3100 |
(513) 661-3160 |
mbarnes@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/michael-barnes-6759407/ |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
|
Johnson Family Office Services |
Tina |
Lowry |
CSA |
(513) 661-3100 |
(513) 661-3160 |
tlowry@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/tina-lowry-108b94124/ |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
|
Johnson Family Office Services |
Timothy |
Johnson |
President & CEO |
(513) 661-3100 |
(513) 661-3160 |
tjohnson@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/timothy-johnson-142863b/ |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
|
Johnson Family Office Services |
Jason |
Farler |
Senior Managing Director & Principal |
Direct: (513) 389-2761 |
(513) 661-3160 |
jfarler@johnsoninv.com |
|
3777 West Fork Road |
Cincinnati |
OH |
45247 |
United States of America |
North America |
https://www.linkedin.com/in/jmfarler/ |
Equity, Fixed Income, Mutual Funds, Asset & Liability management, Advise on insurance & Asset Protection, Cash Flow Management, Income Tax Planning, Family Mission Statement Development, Estate & Wealth Transfer Planning, Philanthropic Planning, Business Succession Planning, Relationship Management, Asset Protection Planning |
1.965 |
$9B |
|
https://www.linkedin.com/company/johnson-investment-counsel/ |
https://www.johnsoninv.com/ |
Johnson Investment Counsel is a wealth management firm providing multi family office service. For ultra high net worth families, Johnson provides a dedicated team who fine tunes the ways your wealth is invested, preserved, and accessed for each generation. Johnson Family Office Services provides highly personalized wealth management solutions and a sophisticated investment approach to help you navigate even the most complex situations. Johnson Family Office Services is a part of our Private Client Group which serves individuals and families. |
MF |
|
| 74 |
Jordan Park Trust Company LLC |
Elizabeth |
Collins |
Senior Vice President & Chief Fiduciary Officer |
Direct: (603) 929-2670 |
|
elizabeth.collins@jptc.com |
information@jptc.com |
60 Penhallow Street, Suite 400 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/elizcollins/ |
|
2.020 |
$1.1B |
|
https://www.linkedin.com/company/jordanparktrustcompany/ |
https://jptc.com/ |
Jordan Park Trust Company, formerly Perspecta Trust (est. 2007), is a New Hampshire based multi family office and trust company that provides comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with estate planning. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes. |
MF |
|
|
Jordan Park Trust Company LLC |
Glenn |
Perlow |
Senior Vice President, Chief Administrative Officer & General Counsel |
Direct: (603) 929-2672 |
|
glenn.perlow@jptc.com |
information@jptc.com |
60 Penhallow Street, Suite 400 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/glennperlow/ |
|
2.020 |
$1.1B |
|
https://www.linkedin.com/company/jordanparktrustcompany/ |
https://jptc.com/ |
Jordan Park Trust Company, formerly Perspecta Trust (est. 2007), is a New Hampshire based multi family office and trust company that provides comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with estate planning. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes. |
MF |
|
|
Jordan Park Trust Company LLC |
Katie |
Bullen |
Vice President & Senior Trust Officer |
Direct: (603) 929-2221 |
|
katie.bullen@jptc.com |
information@jptc.com |
60 Penhallow Street, Suite 400 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/katie-bullen-ctfa-8682a112/ |
|
2.020 |
$1.1B |
|
https://www.linkedin.com/company/jordanparktrustcompany/ |
https://jptc.com/ |
Jordan Park Trust Company, formerly Perspecta Trust (est. 2007), is a New Hampshire based multi family office and trust company that provides comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with estate planning. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes. |
MF |
|
|
Jordan Park Trust Company LLC |
Ryan |
O'Neill |
Vice President of Operations |
(603) 929-2700 |
|
ryan.oneill@jptc.com |
information@jptc.com |
60 Penhallow Street, Suite 400 |
Portsmouth |
NH |
03801 |
United States of America |
North America |
https://www.linkedin.com/in/ryanoneill3/ |
|
2.020 |
$1.1B |
|
https://www.linkedin.com/company/jordanparktrustcompany/ |
https://jptc.com/ |
Jordan Park Trust Company, formerly Perspecta Trust (est. 2007), is a New Hampshire based multi family office and trust company that provides comprehensive trust solutions and management, including private family trust companies, to a distinct global community of individuals and families. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our experienced team of trust professionals enables clients to preserve and manage their wealth in coordination with estate planning. We embrace complexity and navigate challenges to empower clients to achieve their intended outcomes. |
MF |
|
| 75 |
Kathaka Advisors Limited |
Gary |
Jaitowal |
Chief Investment Officer |
|
|
|
enquiry@kathaka.net |
3 Hill Street |
London |
|
W1J 5LB |
United Kingdom |
Europe |
https://www.linkedin.com/in/gary-jaitowal-86842843/ |
Venture/Growth Capital investments in early stage businesses (post-Series A) and Philanthropic efforts. The venture/growth capital investing focuses on the Consumer, Digital Health, and B2B Enterprise Technology sgements in North America and Europe. |
2.018 |
$2B |
|
https://www.linkedin.com/in/stephen-cooper-10/ |
https://www.kathaka.net/ |
Kathaka is a single-family office deploying capital and strategic resources into investment and philanthropic endeavours. Our partners are all successful storytellers seeking to shape narratives in their sectors for generations to come. |
SF |
|
| 76 |
Kensington Investment Company, Inc. |
Noel |
Heeran |
Vice President of Facilities |
(617) 790-3900 |
|
nheeran@kicboston.com |
info@kicboston.com |
347 Congress Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/noel-heeran-46895a139/ |
Real Estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds. |
1.983 |
$15B |
|
https://www.linkedin.com/company/kensington-investment-company/ |
https://www.kicboston.com/ |
KIC, founded in 1983, is the family office of the Lewis Family and a Boston-based investment firm with offices in Utah. KIC’s primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds.
In addition to real estate and other investments, the Lewis Family owns Grand Circle Corporation (GCC), which operates through the brands Grand Circle Cruise Line, Overseas Adventure Travel, and Grand Circle Travel, and is the nationally recognized leader in international travel, adventure, and discovery to Americans over the age of 50.
We also have formalized our commitment to changing people’s lives and giving back to the communities where we travel, live, and work through our philanthropic endeavors, through the Alnoba Lewis Family Foundation, which include the Pinnacle Leadership Foundation, Grand Circle Foundation, and the Eastman’s Corner Foundation. Our goal in our business practices and in our giving is to be the leading socially and environmentally responsible family real estate development and investment firm in New England. |
SF |
|
|
Kensington Investment Company, Inc. |
Victor |
Bogachev |
Vice President of Alternative Investment |
(617) 790-3900 |
|
vbogachev@kicboston.com |
info@kicboston.com |
347 Congress Street |
Boston |
MA |
02210 |
United States of America |
North America |
https://www.linkedin.com/in/vnbogachev/ |
Real Estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds. |
1.983 |
$15B |
|
https://www.linkedin.com/company/kensington-investment-company/ |
https://www.kicboston.com/ |
KIC, founded in 1983, is the family office of the Lewis Family and a Boston-based investment firm with offices in Utah. KIC’s primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles, such as private equity and venture capital funds.
In addition to real estate and other investments, the Lewis Family owns Grand Circle Corporation (GCC), which operates through the brands Grand Circle Cruise Line, Overseas Adventure Travel, and Grand Circle Travel, and is the nationally recognized leader in international travel, adventure, and discovery to Americans over the age of 50.
We also have formalized our commitment to changing people’s lives and giving back to the communities where we travel, live, and work through our philanthropic endeavors, through the Alnoba Lewis Family Foundation, which include the Pinnacle Leadership Foundation, Grand Circle Foundation, and the Eastman’s Corner Foundation. Our goal in our business practices and in our giving is to be the leading socially and environmentally responsible family real estate development and investment firm in New England. |
SF |
|
| 77 |
Key Family Wealth |
Joan |
Kaye |
Senior Vice President & Private Banker Key Private Bank Family Wealth |
Direct: (516) 660-9851 |
|
Joan_b_Kaye@keybank.com |
familywealth@keybank.com |
270 South Little Tor Rd. |
New York |
NY |
10956 |
United States of America |
North America |
https://www.linkedin.com/in/joank/ |
|
2.006 |
$13B |
|
https://www.key.com/kpb/our-approach/family-office.jsp |
https://www.key.com/ |
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country managing over $13 billion in AUM. Key Family Wealth develops sophisticated strategies that help ultra-high net worth families nationally grow, retain and protect significant wealth across generations. Backed by the highest service levels, clients receive a dedicated team of regional advisors in investments, tax, philanthropic, credit and estate planning providing services including enterprise consulting, legacy planning, education services, private foundation and accounting services. |
MF |
|
|
Key Family Wealth |
Brecken |
Diller |
Family Office Director |
(206) 358-3144 |
|
brecken_diller@keybank.com |
familywealth@keybank.com |
815 2nd Ave. |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/breckendiller/ |
|
2.006 |
$13B |
brecken@gmail.com |
https://www.key.com/kpb/our-approach/family-office.jsp |
https://www.key.com/ |
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country managing over $13 billion in AUM. Key Family Wealth develops sophisticated strategies that help ultra-high net worth families nationally grow, retain and protect significant wealth across generations. Backed by the highest service levels, clients receive a dedicated team of regional advisors in investments, tax, philanthropic, credit and estate planning providing services including enterprise consulting, legacy planning, education services, private foundation and accounting services. |
MF |
|
|
Key Family Wealth |
Ryan |
Arnesen |
Portfolio Analyst |
(216) 828-9800 |
|
ryan_arnesen@keybank.com |
familywealth@keybank.com |
800 Superior Ave. |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/ryan-arnesen-7587b348/ |
|
2.006 |
$13B |
|
https://www.key.com/kpb/our-approach/family-office.jsp |
https://www.key.com/ |
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country managing over $13 billion in AUM. Key Family Wealth develops sophisticated strategies that help ultra-high net worth families nationally grow, retain and protect significant wealth across generations. Backed by the highest service levels, clients receive a dedicated team of regional advisors in investments, tax, philanthropic, credit and estate planning providing services including enterprise consulting, legacy planning, education services, private foundation and accounting services. |
MF |
|
|
Key Family Wealth |
Lora |
Wilkinson |
Administrative Assistan |
Direct: (216) 689-5669 |
|
Lora_J_Wilkinson@Key.com |
familywealth@keybank.com |
800 Superior Ave. |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/lora-wilkinson-68bbb291/ |
|
2.006 |
$13B |
|
https://www.key.com/kpb/our-approach/family-office.jsp |
https://www.key.com/ |
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country managing over $13 billion in AUM. Key Family Wealth develops sophisticated strategies that help ultra-high net worth families nationally grow, retain and protect significant wealth across generations. Backed by the highest service levels, clients receive a dedicated team of regional advisors in investments, tax, philanthropic, credit and estate planning providing services including enterprise consulting, legacy planning, education services, private foundation and accounting services. |
MF |
|
|
Key Family Wealth |
Shirley |
Jeung |
Senior Portfolio Management Associate |
Direct: (216) 689-4536 |
|
shirley_jeung@key.com |
familywealth@keybank.com |
800 Superior Ave. |
Cleveland |
OH |
44114 |
United States of America |
North America |
https://www.linkedin.com/in/shirley-jeung-6b95771a/ |
|
2.006 |
$13B |
|
https://www.key.com/kpb/our-approach/family-office.jsp |
https://www.key.com/ |
Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country managing over $13 billion in AUM. Key Family Wealth develops sophisticated strategies that help ultra-high net worth families nationally grow, retain and protect significant wealth across generations. Backed by the highest service levels, clients receive a dedicated team of regional advisors in investments, tax, philanthropic, credit and estate planning providing services including enterprise consulting, legacy planning, education services, private foundation and accounting services. |
MF |
|
| 78 |
Kingsbridge Wealth Management, Inc. |
David |
Dunn |
President, CEO, Director |
(702) 947-5160 |
(866) 526-1050 |
ddunn@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/davidjdunn/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://www.linkedin.com/company/kingsbridge-wealth-management-inc-/ |
https://kwm.us.com/ |
Kingsbridge Wealth Management is a multi-family office and registered investment advisor created to serve the investment, tax, estate, risk, charitable, and administrative interests of our ultra high net worth families and their related entities. Kingsbridge Wealth Management also manages a private placement fund, the Kingsbridge PWM Partners Fund, LP which was incepted on April 01, 2009. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89144 |
|
Kingsbridge Wealth Management, Inc. |
Kerri |
Dunn |
Director of Family Office Services |
(702) 947-5160 |
(866) 526-1050 |
kdunn@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/kerri-l-dunn-28a03843/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://twitter.com/KerriDunn1 |
https://kwm.us.com/ |
Kingsbridge Wealth Management was established as a multi-family office to fulfill the needs of our ultra high net worth clients. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89146 |
|
Kingsbridge Wealth Management, Inc. |
Martin |
Orton |
Vice President, Director |
(702) 947-5160 |
(866) 526-1050 |
morton@kwm.us.com |
info@kwm.us.com |
1140 N. Town Center Drive, Suite 340 |
Las Vegas |
NV |
89144 |
United States of America |
North America |
https://www.linkedin.com/in/martin-orton-a91851/ |
Alternative Strategies Fund invests in structured Home Equity Contracts, which offers the Fund’s investors exposure to one of the most stable, hard to access, asset classes in the United States, owner-occupied single-family residential real estate, Due Diligence of Investments, Philanthropy Management, Alternative Investment Funds, Sale of an Operating Business, Concentrated Stock Positions, Liquidity after Initial Public Offering (IPO), Divorce, Estate and Succession Planning |
2.008 |
$1.5B |
|
https://www.linkedin.com/company/kingsbridge-wealth-management-inc-/ |
https://kwm.us.com/ |
Kingsbridge Wealth Management is a multi-family office and registered investment advisor created to serve the investment, tax, estate, risk, charitable, and administrative interests of our ultra high net worth families and their related entities. Kingsbridge Wealth Management also manages a private placement fund, the Kingsbridge PWM Partners Fund, LP which was incepted on April 01, 2009. |
MF |
Office Address:
1140 N. Town Center Drive, Suite 340
Las Vegas, NV 89145 |
| 79 |
Kirwood Capital |
Edward |
Ring |
Advisory Committee Member |
61 3 8639 0292 |
|
|
|
Level 5, 121 Flinders Lane |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/edward-r-a5074352/ |
Private Equity, Listed Equities, Property and Alternative Assets, within Australia and offshore |
|
|
hello@hectorsdeli.com.au |
https://www.hectorsdeli.com.au/ |
https://www.linkedin.com/company/kirwood-capital/ |
Kirwood Capital is a Melbourne based single family office which conducts investment and philanthropic activities for a prominent Melbourne family.
We are focused on developing, managing and sustaining capital across a portfolio of assets. Our team helps the family grow and manage their assets, diversify their holdings, and maintain a legacy for future generations.
Kirwood has interests in various asset classes including Private Equity, Listed Equities, Property and Alternative Assets, within Australia and offshore.
We manage and provide concierge, tax services, accounting, planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more.
Above all, we are long term relationship builders and value strong alignment with trusted partners. |
SF |
|
|
Kirwood Capital |
Lisa |
Ring |
Director |
61 3 8639 0292 |
|
lisa.ring@kirwoodcapital.com |
|
Level 5, 121 Flinders Lane |
Melbourne |
VIC |
3000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/lisa-ring-1922bb20/ |
Private Equity, Listed Equities, Property and Alternative Assets, within Australia and offshore |
|
|
|
|
https://www.linkedin.com/company/kirwood-capital/ |
Kirwood Capital is a Melbourne based single family office which conducts investment and philanthropic activities for a prominent Melbourne family.
We are focused on developing, managing and sustaining capital across a portfolio of assets. Our team helps the family grow and manage their assets, diversify their holdings, and maintain a legacy for future generations.
Kirwood has interests in various asset classes including Private Equity, Listed Equities, Property and Alternative Assets, within Australia and offshore.
We manage and provide concierge, tax services, accounting, planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more.
Above all, we are long term relationship builders and value strong alignment with trusted partners. |
SF |
|
| 80 |
KLI Group |
Kelly |
Louise |
Managing Director |
61 8 9466 3337 |
|
kpillay@kligroup.com.au |
reception@kligroup.com.au |
P.O. Box 3372 |
Success |
WA |
6964 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/kelly-pillay-724780a/ |
Business, Philanthropic, Personal Services |
2.014 |
|
|
https://www.linkedin.com/company/kli-group/ |
http://kligroup.com.au/ |
We are a boutique firm offering professional services across the fields of accounting, wealth management and mortgage broking.
|
MF |
Head Office:
Unit 205, 26 Charles Street
South Perth, WA, 6151
Australia |
| 81 |
Larry Fisher Consulting |
Larry |
Fisher |
President |
|
|
larry@larryfisher.ca |
|
|
Montreal |
QC |
|
Canada |
North America |
https://www.linkedin.com/in/larry-fisher-a6b61/ |
|
2.018 |
|
|
|
|
Larry Fisher Consulting works with a select group of high net worth families and individuals to optimize their financial, tax and philanthropic activities. |
MF |
|
| 82 |
LCM Family Ltd |
Elizabeth |
Steinhart |
Philanthropy Advisor |
Direct: 44 741 899-8384 |
|
elizabeth@lcmfamily.co.uk |
|
North West House, 119 Marylebone Road |
London |
|
NW1 5PU |
United Kingdom |
Europe |
https://www.linkedin.com/in/lizzy-steinhart/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
elizabeth@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
Ian |
Smith |
Solicitor |
Office: 44 161 503-8834 |
|
ian@lcmfamily.co.uk |
|
29 John Dalton Place |
Manchester |
|
M2 6FW |
United Kingdom |
Europe |
https://www.linkedin.com/in/ian-smith-2585a5139/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
ian@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
Joel |
Steinhart |
Wealth Manager |
Office: 44 790 925-3308 |
|
joel@lcmfamily.co.uk |
|
North West House, 119 Marylebone Road |
London |
|
NW1 5PU |
United Kingdom |
Europe |
https://www.linkedin.com/in/joel-steinhart-fcca-dippfs-21874846/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
joel@lcmwealth.co.uk |
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
|
LCM Family Ltd |
James |
Litchfield |
Managing Director |
Office: 44 161 503-8834 |
|
james@lcmwealth.co.uk |
|
29 John Dalton Place |
Manchester |
|
M2 6FW |
United Kingdom |
Europe |
https://www.linkedin.com/in/james-litchfield-2415407/ |
Endowments, Foundations, Hedge Funds, Private Equity, Alternative Investments |
2.003 |
|
|
https://www.linkedin.com/company/lcm-wealth-management-limited/ |
https://lcmfamily.co.uk/ |
LCM Family, a multi-family office that helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client.
We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. |
MF |
|
| 83 |
Legacy Family Office, LLC |
Tamara |
Surratt |
President & Owner |
(239) 949-1982 |
(239) 949-1981 |
tsurratt@legacyfamilyoffice.com |
admin@legacyfamilyoffice.com |
9990 Coconut Road, Suite 225 |
Bonita Springs |
FL |
34135 |
United States of America |
North America |
https://www.linkedin.com/in/tamara-surratt-8810a2a/ |
Family Philanthropy |
2.006 |
$50M |
|
https://www.linkedin.com/company/legacy-family-office/ |
https://www.legacyfamilyoffice.com/ |
Legacy Family Office is a Southwest Florida based multi-family office (MFO). As a Registered Investment Adviser (RIA), the firm provides sophisticated and meaningful solutions to help families of exceptional wealth preserve and grow their financial capital as well as their human, social and intellectual family capital. The solutions are designed to help clients structure their financial situation and plan for the successful transfer of wealth to the next generation. |
MF |
|
| 84 |
Luxor Group |
Mauricio |
Mesquita |
Controller |
55 (21) 2536-2300 |
|
mmesquita@luxor.com.br |
contato@luxor.com.br |
Av. Niemeyer, 2 - Sala 111, Leblon |
Rio de Janeiro |
RJ |
22450-220 |
Brazil |
South America |
https://www.linkedin.com/in/mauricio-mesquita-4268534a/ |
Agribusiness, Public & Private Equity, Startups, Real Estate |
1.917 |
|
|
https://www.linkedin.com/company/grupo-luxor/ |
https://luxor.com.br/ |
Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. |
SF |
|
|
Luxor Group |
Eduardo |
Grabowsky |
Managing Partner |
55 (21) 2536-2300 |
|
eduardo@luxor.com.br |
contato@luxor.com.br |
Av. Niemeyer, 2 - Sala 111, Leblon |
Rio de Janeiro |
RJ |
22450-220 |
Brazil |
South America |
https://www.linkedin.com/in/eduardo-grabowsky-66972413/ |
Agribusiness, Public & Private Equity, Startups, Real Estate |
1.917 |
|
|
https://www.linkedin.com/company/grupo-luxor/ |
https://luxor.com.br/ |
Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. |
SF |
|
|
Luxor Group |
Antonio |
Azevedo |
Managing Director |
55 (11) 98148-1177 |
|
antonio@luxor.com.br |
contato@luxor.com.br |
Av. Niemeyer, 2 - Sala 111, Leblon |
Rio de Janeiro |
RJ |
22450-220 |
Brazil |
South America |
https://www.linkedin.com/in/antonio-azevedo-9416a251/ |
Agribusiness, Public & Private Equity, Startups, Real Estate |
1.917 |
|
antonio@ineo.fo |
https://ineo.fo/ |
https://luxor.com.br/ |
Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. |
SF |
|
|
Luxor Group |
Thiago |
Estrella |
Risk Management & Trading |
Mobile: (21) 98772-0670 |
|
thiagoestrella@yahoo.com.br |
contato@luxor.com.br |
Av. Niemeyer, 2 - Sala 111, Leblon |
Rio de Janeiro |
RJ |
22450-220 |
Brazil |
South America |
https://www.linkedin.com/in/thiago-estrella-cga-77666323/ |
Agribusiness, Public & Private Equity, Startups, Real Estate |
1.917 |
|
|
https://www.linkedin.com/company/grupo-luxor/ |
https://luxor.com.br/ |
Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. |
SF |
|
|
Luxor Group |
Ivan |
Gravatá |
Investment Analyst |
55 (21) 2536-2300 |
|
ivan@luxor.com.br |
contato@luxor.com.br |
Av. Niemeyer, 2 - Sala 111, Leblon |
Rio de Janeiro |
RJ |
22450-220 |
Brazil |
South America |
https://www.linkedin.com/in/ivan-gravatá-b1473931/ |
Agribusiness, Public & Private Equity, Startups, Real Estate |
1.917 |
|
|
https://www.linkedin.com/company/grupo-luxor/ |
https://luxor.com.br/ |
Luxor is a privately held single-family office providing equity and related capital to elevate excellent people and excellent assets. We focus on opportunistic long-term investments and funds, philanthropic activities and the leadership development of our partners. Our approach has evolved since our inception in the hotel industry in Rio de Janeiro in 1917 to encompass strategic investments in agribusiness, public & private equity, startups and real estate. Leveraging a meticulous process of understanding global trends, we operate with a larger vision of social and cultural development. |
SF |
|
| 85 |
Mandorit AG |
Gesine |
Reinmuth |
Director |
Direct: 423 3 994 939, Mobile: 41 764 514 161 |
423 3 994 938 |
gesine.reinmuth@mandorit.li |
info@mandorit.li |
P.O. Box 102 |
Triesen |
|
9495 |
Principality of Liechtenstein |
Europe |
https://www.linkedin.com/in/dr-gesine-reinmuth-32690b93/ |
|
49 |
|
|
|
https://www.mandorit.li/ |
Mandorit recommends itself as a traditional
family office for the following services:
asset allocation
Legal and tax advice
Succession Planning & Family Governance
Strategic Asset Allocation
Selection of asset managers
Investment Controlling
Risk Management
Entrepreneurial investments
Real Estate, Art & Philanthropy
Concierge services |
MF |
|
| 86 |
MB Investments, LLC |
Brian |
Traynor |
Senior Research Analyst |
(312) 260-1164 |
(312) 621-0984 |
btraynor25@gmail.com |
|
71 S Wacker Drive, Suite 2130 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brian-traynor-219aaa32/ |
Real Estate |
1.982 |
|
|
http://www.bucksbaumrp.com/ |
https://www.linkedin.com/company/mb-investments/ |
MB Investments is a single family office based in Chicago, Illinois. Established in 1982, firm operates as a single family office serving the Bucksbaum family. The office functions as an investment advisor to a private trust company and multiple family members and is the office liaison to independent consulting firms. In addition to investments, the office handles accounting, tax, insurance, property management, and philanthropy for family members, trusts, and foundations. The company was set up by Matthew Bucksbaum, Chairman of General Growth Properties, for the benefit of his children. The assets of the firm are managed by the executive team. |
SF |
|
|
MB Investments, LLC |
John |
Bucksbaum |
Chief Executive Officer |
(312) 260-1155 |
(312) 621-0984 |
john@bucksbaumrp.com |
|
71 S Wacker Drive, Suite 2130 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/john-bucksbaum-7434788/ |
Real Estate |
1.982 |
|
|
http://www.bucksbaumrp.com/
https://www.linkedin.com/in/john-bucksbaum-0362b0157/ |
https://www.linkedin.com/company/mb-investments/ |
MB Investments is a single family office based in Chicago, Illinois. Established in 1982, firm operates as a single family office serving the Bucksbaum family. The office functions as an investment advisor to a private trust company and multiple family members and is the office liaison to independent consulting firms. In addition to investments, the office handles accounting, tax, insurance, property management, and philanthropy for family members, trusts, and foundations. The company was set up by Matthew Bucksbaum, Chairman of General Growth Properties, for the benefit of his children. The assets of the firm are managed by the executive team. |
SF |
|
| 87 |
MBPI AG |
Thomas |
Bargetze |
Executive Member of Board |
423 399 75 00 |
423 399 75 98 |
|
contact@mbpi.li |
Postfach 130, Landstrasse 105 |
Triesem, Fürstentum |
|
9495 |
Liechtenstein |
Europe |
|
|
49 |
|
|
|
http://www.mbpi.li/ |
MBPI AG is part of an international Family Office providing its clients with a comprehensive range of services. MBPI AG is a subsidiary of the Perpetua Family Office, an international practice based in London, which represents the interests of its clients and offers them comprehensive, bespoke solutions for the management of their financial and non-financial interests. In cooperation with our partners Proseba (Schweiz) AG, Basel and RAHMS Limited, London we coordinate all services for our clients. This includes planning across generations (strategy), implementation (management) and monitoring of all the clients’ activities in the fields of real estate, private equity, classic wealth management and philanthropy. Since 2001 our company’s domicile has been in Triesen. |
MF |
|
|
MBPI AG |
Willy |
Schneider |
Member of the Board |
423 399 75 00 |
423 399 75 98 |
|
contact@mbpi.li |
Postfach 130, Landstrasse 105 |
Triesem, Fürstentum |
|
9495 |
Liechtenstein |
Europe |
|
|
49 |
|
|
|
http://www.mbpi.li/ |
MBPI AG is part of an international Family Office providing its clients with a comprehensive range of services. MBPI AG is a subsidiary of the Perpetua Family Office, an international practice based in London, which represents the interests of its clients and offers them comprehensive, bespoke solutions for the management of their financial and non-financial interests. In cooperation with our partners Proseba (Schweiz) AG, Basel and RAHMS Limited, London we coordinate all services for our clients. This includes planning across generations (strategy), implementation (management) and monitoring of all the clients’ activities in the fields of real estate, private equity, classic wealth management and philanthropy. Since 2001 our company’s domicile has been in Triesen. |
MF |
|
| 88 |
McGeever, LLC |
Kevin |
Schimelfenig |
Founder & Managing Partner |
(800) 717-7344 Ext. 707 |
(919) 678-9849 |
kschimel@mcgeeverllc.com |
info@mcgeeverllc.com |
301 Fayetteville Street, Suite 1510 |
Raleigh |
NC |
27601 |
United States of America |
North America |
https://www.linkedin.com/in/kevin-schimelfenig-a280221/ |
McGeever invests in healthcare, information technology, and energy companies that are shaping the future and changing people’s lives. |
2.001 |
|
|
http://www.physcient.com/about-us.html |
https://mcgeeverllc.com/ |
McGeever is a unique, single family office positioned to establish, administer and govern the financial and philanthropic values and goals of the family. Through private investment management and the creation of foundations for charitable giving, the McGeever office is a perpetual entity focused on preserving legacy values, wealth management and the lifestyle creation of future generations. |
SF |
Physcient, Inc.
112 South Duke Street Suite 4A
Durham, NC 27701
Phone: (919) 686-0300
Email: info@physcient.com |
| 89 |
Mindful Wealth LLC |
David |
Dickman |
Founder & Managing Partner |
(312) 953-9900 |
|
david@mindfulwealthllc.com |
|
5 Revere Drive, Suite 200 |
Northbrook |
IL |
60062 |
United States of America |
North America |
https://www.linkedin.com/in/david-m-dickman-1384b4120/ |
|
2.018 |
|
|
|
https://www.mindfulwealthllc.com/ |
Mindful Wealth LLC is a Registered Investment Advisor founded on the core principle of being a fiduciary. Simply stated, Mindful Wealth LLC puts the best interests of our clients first. Our comprehensive approach is designed to meet each client’s personal goals and objectives. Whether you are looking for advice on retirement, investments, education, philanthropy, or multi-generational planning, we have the resources to meet your needs and the desire to make a difference in your life. We ask thoughtful questions and we listen closely to what is most important to you. No two families or family offices are alike, what works for one family may not work for another. We evaluate what you own, how you own it, and determine if consistent with your objectives. We want to understand your family’s perspectives around investing, estate planning, philanthropy and more. The creation of a governance plan may be appropriate to be inclusive of family members across generations. |
MF |
|
| 90 |
Miramar Holdings, LP |
Kurt |
Leedy |
Investor |
Direct: (214) 769-5747 |
|
kurt@miramarequity.com |
|
4143 Maple Ave., 3rd Floor |
Dallas |
TX |
75219 |
United States of America |
North America |
https://www.linkedin.com/in/kurtleedy/ |
Oil and Gas and Ranching Assets, Philanthropic, Real Estate, Private Equity, Public Markets |
|
|
|
https://miramarequity.com/ |
https://www.miramarholdings.com/ |
Miramar is a Dallas-based, multi-strategy investment firm that manages the assets of Cele Briscoe and John Carpenter and their children Benjamin H. Carpenter II, Austin W. Carpenter and Bonner Carpenter Acker. In addition to managing the family’s oil, gas and ranching assets, and directing its philanthropic efforts, Miramar Holdings invests in real estate, private equity, and the public markets. Miramar is a growth-oriented investor focused on partnering with best-in-class management teams and operators who share a long-term perspective. |
SF |
|
| 91 |
Monaco Sports and Management S.A.M. |
Edward |
Porter |
Director |
377 93 104 250 |
377 93 104 251 |
edward.porter@msm.mc |
info@msm.mc |
Est Ouest, 24 Boulevard Princesse Charlotte |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/virginie-balsa-a060b455/ |
Real Estate |
0 |
|
|
|
http://www.msm.mc/ |
MSM operates as a multi-family office. We are a management advisory firm that typically serves high-net-worth clients and their families. We offer a complete outsourced solution to managing finances, accounts, cash flow, company secretarial, acquisitions, expatriate residence, offshore trusts, tax planning, asset purchases, insurance, sponsorship, property management, philanthropic foundations, wealth transfer and other bespoke services.
We have gained experience and trust by working with high net-worth individuals and their families for more then 25 years. Our clients require a high level of confidentiality, professionalism, trust and close personal relationship with their advisors. |
MF |
|
| 92 |
Morrows - Morrows Private Wealth |
Alistair |
Hamblin |
Principal |
61 3 9690 5700 |
61 3 9690 6509 |
ahamblin@morrows.com.au |
morrows@morrows.com.au |
Level 13, Freshwater Place, 2 Southbank Boulevard |
Southbank |
VIC |
3006 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/alistair-hamblin-15abb72a/ |
Taxation, Business Advice, Virtual CFO, Superannuation, SMSF Audits, Pension & Actuarial Services, Wealth Management, Wills & PoAs, Superannuation Law, Estate Planning, Commercial Law, Property Law & Conveyancing, Multi Family Office, and Philanthropy |
1.960 |
|
info@morrows.com.au |
https://www.linkedin.com/company/morrows-pty-ltd/ |
https://www.morrows.com.au/ |
The Morrows Group offers multi family office service in Australia. |
MF |
|
|
Morrows - Morrows Private Wealth |
Graeme |
Marks |
Business Advisor |
61 3 9690 5700 |
61 3 9690 6509 |
gmarks@morrows.com.au |
morrows@morrows.com.au |
Level 13, Freshwater Place, 2 Southbank Boulevard |
Southbank |
VIC |
3006 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/graememarks/ |
Taxation, Business Advice, Virtual CFO, Superannuation, SMSF Audits, Pension & Actuarial Services, Wealth Management, Wills & PoAs, Superannuation Law, Estate Planning, Commercial Law, Property Law & Conveyancing, Multi Family Office, and Philanthropy |
1.960 |
|
info@morrows.com.au |
https://www.linkedin.com/company/morrows-pty-ltd/ |
https://www.morrows.com.au/ |
The Morrows Group offers multi family office service in Australia. |
MF |
|
|
Morrows - Morrows Private Wealth |
Laurel |
Moulynox |
Principal and General Manager |
61 3 9690 5700 |
61 3 9690 6509 |
lmoulynox@morrows.com.au |
morrows@morrows.com.au |
Level 13, Freshwater Place, 2 Southbank Boulevard |
Southbank |
VIC |
3006 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/laurel-moulynox-9338a233/ |
Taxation, Business Advice, Virtual CFO, Superannuation, SMSF Audits, Pension & Actuarial Services, Wealth Management, Wills & PoAs, Superannuation Law, Estate Planning, Commercial Law, Property Law & Conveyancing, Multi Family Office, and Philanthropy |
1.960 |
|
info@morrows.com.au |
https://www.linkedin.com/company/morrows-pty-ltd/ |
https://www.morrows.com.au/ |
The Morrows Group offers multi family office service in Australia. |
MF |
|
|
Morrows - Morrows Private Wealth |
Murray |
Wyatt |
Morrows Superannuation Director |
61 3 9690 5700 |
61 3 9690 6509 |
mwyatt@morrows.com.au |
morrows@morrows.com.au |
Level 13, Freshwater Place, 2 Southbank Boulevard |
Southbank |
VIC |
3006 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/murraywyatt/ |
Taxation, Business Advice, Virtual CFO, Superannuation, SMSF Audits, Pension & Actuarial Services, Wealth Management, Wills & PoAs, Superannuation Law, Estate Planning, Commercial Law, Property Law & Conveyancing, Multi Family Office, and Philanthropy |
1.960 |
|
info@morrows.com.au |
https://www.linkedin.com/company/morrows-pty-ltd/ |
https://www.morrows.com.au/ |
The Morrows Group offers multi family office service in Australia. |
MF |
|
| 93 |
MSM Investment Advisors S.A. |
Ikuko |
Morimoto |
Managing Director |
41 228 173 700 |
41 228 173 701 |
ikuko@msmiam.ch |
contact@msmiam.ch |
Rue de la Rôtisserie 11 |
Geneva |
|
CH-1204 |
Switzerland |
Europe |
|
Estate Planning, Trust and Asset Monitoring, Training and Education, Philanthropy and Social Responsibilit |
2.010 |
|
|
https://www.msmiam.com/ |
https://www.msmiam.com/ |
MSM is a Multi Family Office platform dedicated to providing global families with a highly personalized, responsive and tailored wealth management and corporate advisory service. |
MF |
44 207 495-8668 |
| 94 |
N/A |
Wayne |
Farmer |
Private Family Office & Foundation |
(202) 734-3712 |
|
malagaventures@gmail.com |
|
1875 Connecticut Avenue, NW, Floor 100 |
Washington |
DC |
20009 |
United States of America |
North America |
https://www.linkedin.com/in/wayne-farmerdc/ |
Legacy, Next Gen, Philanthropy, Impact Investment, Film, TV, Streaming, Theater, Musicals |
2.017 |
|
|
|
|
Wayne M. Farmer serves as Private Family Office and Foundation for a Single Family Office firm. |
SF |
|
| 95 |
NextPoint SFO |
Michael |
Faber |
President & CIO |
Direct: (917) 880-5384, Office: (202) 255-6964 |
|
mf@nextpointco.com |
mf@nextpointco.com |
|
New York |
NY |
|
United States of America |
North America |
https://www.linkedin.com/in/michael-faber-8124b/ |
Private and Public Companies, Evaluating and Selecting External Managers and Professionals, Assisting with Family Philanthropy and Multi-Generational Communications |
1.996 |
|
|
|
https://www.nextpointco.com/ |
NextPoint, a multi-generational single family office. |
SF |
|
| 96 |
North Star Financial Services |
Peter |
Gottlieb |
Chairman & CEO |
(312) 580-0900 |
(312) 580-1058 |
pgottlieb@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Drive, Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
Mutual Funds, Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://www.linkedin.com/company/north-star-investment-management-corp/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Eric |
Kuby |
Chief Investment Officer |
(312) 580-0900 |
(312) 580-1058 |
ekuby@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Drive, Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/erickuby/ |
Mutual Funds, Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://www.linkedin.com/company/north-star-investment-management-corp/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Sheldon |
Goodman |
Chief Fixed Income Strategist |
(312) 580-0900 |
(312) 580-1058 |
sgoodman@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Drive, Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
Mutual Funds, Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://www.linkedin.com/company/north-star-investment-management-corp/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Brad |
Cohen |
Chief Equity Strategist & Senior Portfolio Manager |
(312) 580-0900 |
(312) 580-1058 |
bcohen@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Drive, Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/brad-cohen-0993246/ |
Mutual Funds, Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://www.linkedin.com/company/north-star-investment-management-corp/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Milton "Mickey" |
Lefton |
Portfolio Manager & Managing Director of Financial Planning |
(312) 580-0900 |
(312) 580-1058 |
mlefton@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Drive, Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/milton-mickey-lefton-cfp-39ab4857/ |
Mutual Funds, Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://www.linkedin.com/company/north-star-investment-management-corp/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Peter |
Gottlieb |
Chairman & Chief Executive Officer |
(312) 338-7788 |
(312) 580-1058 |
pgottlieb@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Dr., Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
|
Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://nsinvest.com/ns-family-office/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Eric |
Kuby |
Chief Investment Officer |
(312) 338-7788 |
(312) 580-1058 |
ekuby@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Dr., Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/erickuby/ |
Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://nsinvest.com/ns-family-office/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
William |
Richards |
President |
(312) 338-7788 |
(312) 580-1058 |
wrichards@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Dr., Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/william-richards-28487210/ |
Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://nsinvest.com/ns-family-office/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Eric |
Papenhagen |
Vice President |
Direct: (312) 584-0873 |
(312) 580-1058 |
epapenhagen@nsinvest.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Dr., Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/eric-papenhagen-cfp%C2%AE-a318763/ |
Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://nsinvest.com/ns-family-office/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
|
North Star Financial Services |
Harry |
Petruleas |
Vice President |
Direct: (312) 584-0891 |
(312) 580-1058 |
hpetruleas@nsfamilyoffice.com |
info@nsinvest.com |
Civic Opera Building, 20 N. Wacker Dr., Suite 1416 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/harry-petruleas-56aa8010/ |
Estate Planning, Budget and Cash Flow Analysis, Retirement Planning, Financial Planning, Insurance Planning,Investment Advisory/External Chief Investment Officer, Fiduciary Liaison, Strategic Philanthropy, Personal Administration, Family Governance, Communication and Reporting, Individual Trustee, Single Family office Support, Coordination of Credit and Banking Needs, Wealth Transfer Planning, Business Succession Planning, Art/Collections, Practice & Office Management, Property & Household Staff, Security & Risk Management, Private Travel |
2.003 |
|
|
https://nsinvest.com/ns-family-office/ |
https://nsinvest.com/ |
North Star Family Office is an independent MultiFamily Office firm providing customized family office services to high-net-worth individuals and their families. Our clients benefit from personal attention and knowledgeable advice from staff committed to treating them as if they were part of our own family. |
MF |
|
| 97 |
Okabena Company & Okabena Investment Services, Inc. |
Darcy |
Catlett |
Chief Operating Officer |
(612) 217-6225 |
(612) 217-6246 |
dcatlett@okabena.com |
info@okabena.com |
1800 IDS Center, 80 South Eighth Street |
Minneapolis |
MN |
55402-4523 |
United States of America |
North America |
https://www.linkedin.com/in/darcy-catlett-2b1608116/ |
Public and Private Stock, Bond, Alternative Asset |
1.967 |
$1B |
|
https://www.linkedin.com/company/okabena-co./ |
http://okabena.com/ |
Okabena is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation’s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals. Originally founded in 1967 to serve the investment and financial needs of the Dayton family—a family renowned for its philanthropic leadership—Okabena Advisors is extending its legacy of innovative investment management and impeccable client service to like-minded family foundations, private foundations, endowments, associations, and other tax-exempt entities with $5 million or more in assets. |
MF |
|
|
Okabena Company & Okabena Investment Services, Inc. |
Deborah |
Weiss |
Managing Director, Okebana Advisors |
(612) 217-6225 |
(612) 217-6246 |
dweiss@okabena.com |
info@okabena.com |
1800 IDS Center, 80 South Eighth Street |
Minneapolis |
MN |
55402-4523 |
United States of America |
North America |
https://www.linkedin.com/in/ddweiss/ |
Public and Private Stock, Bond, Alternative Asset |
1.967 |
$1B |
|
https://www.linkedin.com/company/okabena-co./ |
http://okabena.com/ |
Okabena is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation’s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals. Originally founded in 1967 to serve the investment and financial needs of the Dayton family—a family renowned for its philanthropic leadership—Okabena Advisors is extending its legacy of innovative investment management and impeccable client service to like-minded family foundations, private foundations, endowments, associations, and other tax-exempt entities with $5 million or more in assets. |
MF |
|
|
Okabena Company & Okabena Investment Services, Inc. |
James |
Karges |
Senior Vice President & COO |
(612) 217-6225 |
(612) 217-6246 |
jkarges@okabena.com |
info@okabena.com |
1800 IDS Center, 80 South Eighth Street |
Minneapolis |
MN |
55402-4523 |
United States of America |
North America |
https://www.linkedin.com/in/jim-karges-13aa0624/ |
Public and Private Stock, Bond, Alternative Asset |
1.967 |
$1B |
|
https://www.linkedin.com/company/okabena-co./ |
http://okabena.com/ |
Okabena is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation’s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals. Originally founded in 1967 to serve the investment and financial needs of the Dayton family—a family renowned for its philanthropic leadership—Okabena Advisors is extending its legacy of innovative investment management and impeccable client service to like-minded family foundations, private foundations, endowments, associations, and other tax-exempt entities with $5 million or more in assets. |
MF |
|
| 98 |
Otium Partners Limited |
Jeff |
Durant |
Managing Director |
44 787 260-1662 |
|
jeff.durant@otiumpartners.com |
|
Rockwood House, Frenchay Road, Downend |
Bristol |
|
BS16 2RA |
United Kingdom |
Europe |
https://www.linkedin.com/in/jeff-durant-0b671113/ |
Family Office, Trusted Advisor, Corporate Concierge, Lifestyle Management, Banking, Capital, Insurance, Financial Planning, Tax, Investment Management, Property Management, Virtual PA, Philanthropy, Concierge Services, Time Saving, and Property Finance and Re-finance. |
2.017 |
|
|
https://www.linkedin.com/company/otium-partners/ |
https://www.otiumpartners.com/ |
Otium Partners is a financial consultancy and multi-family office firm serving High Net Worth clients in the UK. |
MF |
44 203 095-2101 |
| 99 |
Park Lane Capital Holdings Limited |
Dee Dee |
Chan |
Managing Director & Chief Investment Officer |
852 2839 3613 |
852 2504 5692 |
L.chan@sealoflove.org |
|
Rm 740, 310 Gloucester Road |
Causeway Bay |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/deedeechan/ |
Private and Public Capital Markets in order to deliver sustainable returns for philanthropic projects |
2.013 |
|
info@sealoflove.org |
https://timeauction.org/auctions/897-meet-dee-dee-chan-managing-director-and-chief-investment-officer-of-park-lane-capital-holdings-dee-dee-chan |
https://www.sealoflove.org/ |
Ms. Dee Dee Chan is a managing director and Chief Investment Officer of Park Lane Capital Holdings, her family’s single family office based in Hong Kong. Park Lane Capital Holdings invests across the spectrum of private and public capital markets in order to deliver sustainable returns for philanthropic projects. She is also a Director of the Seal of Love Charitable Foundation, which was founded by her family in 2009 as a platform to help relieve pain and suffering and provide education to break the poverty cycle in the Asian region. One of Dee Dee's passions is to work with the next generation of philanthropists through activities such as organizing on the ground vision trips where next gen participants can connect personally with target groups and beneficiaries of charitable programs. The goal is for these budding philanthropists to ignite their own charitable projects as a result of these trips. |
SF |
|
| 100 |
PCG Investments |
Robert |
Boogaard |
Partner |
31 356 970 527 |
|
robert@pcginvestments.nl |
|
Industrieweg 14K |
Loosdrecht |
|
1231 KH |
The Netherlands |
Europe |
https://www.linkedin.com/in/robertboogaardnl/ |
Commercial Real Estate, Social (Impact) Investing, Philanthropy, Venture Capital, Private Equity |
2.013 |
€262M |
robert@jazifoundation.org, robert@effectivegiving.nl |
https://www.jazifoundation.org/
https://www.effectivegiving.nl/ |
https://pcginvestments.nl/ |
PCG Investments is a single family office. Our goal is to make our maximum contribution to a better world, by investing 100% of our assets and 100% of our returns to create positive and lasting social, ecological and economic value.
Own, develop and rent out high quality commercial properties, focusing on shopping malls, supermarkets and high street shops.
Invest in initiatives with a primary focus on creating positive social returns, including Util, MadeBlue, PEG Africa and Pymwymic.
Provide equity and/or debt funding, for companies like Seedlink, Yellowgrape and investment funds like Oasis Capital.
Support highly effective NGO’s such as GiveWell top charities and catalyse initiatives such as Effective Giving, all via Jazi Foundation. |
SF |
|
|
PCG Investments |
Frédérique |
Groenen |
Board of Advisors |
31 356 970 527 |
|
|
|
Industrieweg 14K |
Loosdrecht |
|
1231 KH |
The Netherlands |
Europe |
https://www.linkedin.com/in/frédérique-groenen-bb417034/ |
Commercial Real Estate, Social (Impact) Investing, Philanthropy, Venture Capital, Private Equity |
2.013 |
€262M |
|
https://www.linkedin.com/company/pcg-investments/ |
https://pcginvestments.nl/ |
PCG Investments is a single family office. Our goal is to make our maximum contribution to a better world, by investing 100% of our assets and 100% of our returns to create positive and lasting social, ecological and economic value.
Own, develop and rent out high quality commercial properties, focusing on shopping malls, supermarkets and high street shops.
Invest in initiatives with a primary focus on creating positive social returns, including Util, MadeBlue, PEG Africa and Pymwymic.
Provide equity and/or debt funding, for companies like Seedlink, Yellowgrape and investment funds like Oasis Capital.
Support highly effective NGO’s such as GiveWell top charities and catalyse initiatives such as Effective Giving, all via Jazi Foundation. |
SF |
|
| 101 |
Perpetual Family Office |
Nicholas |
Lipscombe |
Partner & Head of Family Office |
61 4 1783 3644 |
61 3 9207 3001 |
nicholas.lipscombe@yahoo.com |
|
Level 11, 101 Grenfell Street |
Adelaide |
SA |
5000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/nicholas-lipscombe-8b887b13/ |
Wealth Funds, Financial Advice, Philanthropic Services, Asset Management, Managed Funds, Australian Equities, Global Equities, Fixed Income, Trustee Services, Securitisation, Superannuation, Retirement Planning |
|
|
|
https://www.linkedin.com/company/perpetual-limited/ |
https://www.perpetual.com.au/ |
The Perpetual Family Office can help prepare the next generation to become responsible stewards and managers of the family wealth, with respect for the value of money. With the right conversations, planning and implementation, your family will be able to make the most of their opportunities for generations to come. |
MF |
|
|
Perpetual Family Office |
Frederick |
Cotter |
Associate Partner - Family Office |
65 2 9229 9000 |
|
frederick.cotter@perpetual.com.au |
|
Angel Place, Level 18, 123 Pitt Street |
Sydney |
NSW |
2000 |
Australia |
Australia / Oceania |
https://www.linkedin.com/in/frederickcotter/ |
Wealth Funds, Financial Advice, Philanthropic Services, Asset Management, Managed Funds, Australian Equities, Global Equities, Fixed Income, Trustee Services, Securitisation, Superannuation, Retirement Planning |
|
|
|
https://www.linkedin.com/company/perpetual-limited/ |
https://www.perpetual.com.au/ |
The Perpetual Family Office can help prepare the next generation to become responsible stewards and managers of the family wealth, with respect for the value of money. With the right conversations, planning and implementation, your family will be able to make the most of their opportunities for generations to come. |
MF |
|
| 102 |
Pilot House, Lewis Wharf |
Ben |
Gomez |
Principal |
(617) 854-3000 |
(617) 854-3501 |
ben.gomez@pilothouse.com |
|
32 Atlantic Ave. |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/in/alexis-ansell-4069533b/ |
https://www.pilothouse.com/ |
Pilot House is a Boston-based single family office providing a range of investment, philanthropic,
administrative and property management services. |
SF |
|
|
Pilot House, Lewis Wharf |
John |
Vander Vort |
Director |
(617) 854-3000 |
(617) 854-3501 |
john.vandervort@pilothouse.com |
|
32 Atlantic Ave. |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/pilot-house-associates-llc/ |
https://www.pilothouse.com/ |
Pilot House is a Boston-based single family office providing a range of investment, philanthropic,
administrative and property management services. |
SF |
|
|
Pilot House, Lewis Wharf |
April |
Robinson |
Director |
(617) 854-3000 |
(617) 854-3501 |
april.robinson@pilothouse.com |
|
32 Atlantic Ave. |
Boston |
MA |
02110 |
United States of America |
North America |
|
|
|
|
|
https://www.linkedin.com/company/pilot-house-associates-llc/ |
https://www.pilothouse.com/ |
Pilot House is a Boston-based single family office providing a range of investment, philanthropic,
administrative and property management services. |
SF |
|
| 103 |
Pitcairn Financial Group |
Eric |
Gaul |
Chief Financial Officer |
(215) 887-6700 |
(215) 881-6090 |
e.gaul@pitcairn.com |
clientservice@pitcairn.com |
One Pitcairn Place, 165 Township Line Road, Suite 3000 |
Jenkintown |
PA |
19046-3593 |
United States of America |
North America |
https://www.linkedin.com/in/eric-gaul-cfa-cfp®-cpa-7b03857/ |
Family Office, Wealth Management, Fiduciary, Investment Advisory, Single Family Office, Family Governance, Comprehensive Planning (Estate, Tax, Philanthropic), Family Education, Succession Planning, Wealth Administration |
1.987 |
$4B |
|
https://www.linkedin.com/company/pitcairn |
https://www.pitcairn.com/ |
Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. |
MF |
|
|
Pitcairn Financial Group |
H.F. "Rick" |
Pitcairn, II |
Chief Investment Officer |
(215) 887-6700 |
(215) 881-6090 |
r.pitcairn@pitcairn.com |
clientservice@pitcairn.com |
One Pitcairn Place, 165 Township Line Road, Suite 3000 |
Jenkintown |
PA |
19046-3593 |
United States of America |
North America |
https://www.linkedin.com/in/rick-pitcairn-cfa-b800b119/ |
Family Office, Wealth Management, Fiduciary, Investment Advisory, Single Family Office, Family Governance, Comprehensive Planning (Estate, Tax, Philanthropic), Family Education, Succession Planning, Wealth Administration |
1.987 |
$4B |
|
https://www.linkedin.com/company/pitcairn |
https://www.pitcairn.com/ |
Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. |
MF |
|
|
Pitcairn Financial Group |
Victoria |
Freece |
Director of Operations |
(215) 887-6700 |
(215) 881-6090 |
v.freece@pitcairn.com |
clientservice@pitcairn.com |
One Pitcairn Place, 165 Township Line Road, Suite 3000 |
Jenkintown |
PA |
19046-3593 |
United States of America |
North America |
https://www.linkedin.com/in/victoria-freece-csop-44673110/ |
Family Office, Wealth Management, Fiduciary, Investment Advisory, Single Family Office, Family Governance, Comprehensive Planning (Estate, Tax, Philanthropic), Family Education, Succession Planning, Wealth Administration |
1.987 |
$4B |
|
https://www.linkedin.com/company/pitcairn |
https://www.pitcairn.com/ |
Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. |
MF |
|
|
Pitcairn Financial Group |
Leslie |
Voth |
President & Chief Executive Officer |
(215) 887-6700 |
(215) 881-6090 |
l.voth@pitcairn.com |
clientservice@pitcairn.com |
One Pitcairn Place, 165 Township Line Road, Suite 3000 |
Jenkintown |
PA |
19046-3593 |
United States of America |
North America |
https://www.linkedin.com/in/leslievoth/ |
Family Office, Wealth Management, Fiduciary, Investment Advisory, Single Family Office, Family Governance, Comprehensive Planning (Estate, Tax, Philanthropic), Family Education, Succession Planning, Wealth Administration |
1.987 |
$4B |
|
https://www.linkedin.com/company/pitcairn |
https://www.pitcairn.com/ |
Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. |
MF |
|
|
Pitcairn Financial Group |
Daniel |
McPhail |
Director of Family Office Services |
(215) 887-6700 |
(215) 881-6090 |
d.mcphail@pitcairn.com |
clientservice@pitcairn.com |
One Pitcairn Place, 165 Township Line Road, Suite 3000 |
Jenkintown |
PA |
19046-3593 |
United States of America |
North America |
https://www.linkedin.com/in/daniel-mcphail-cfp®-78b35b26/ |
Family Office, Wealth Management, Fiduciary, Investment Advisory, Single Family Office, Family Governance, Comprehensive Planning (Estate, Tax, Philanthropic), Family Education, Succession Planning, Wealth Administration |
1.987 |
$4B |
|
https://www.linkedin.com/company/pitcairn |
https://www.pitcairn.com/ |
Pitcairn is one of the preeminent multi-family offices, dedicated to helping families protect and grow their substantial financial assets and unique heritage across multiple generations. Pitcairn has been recognized as an innovator and leader in the multi-family office space since its inception in 1923. |
MF |
|
| 104 |
Planned Financial Services |
Frank |
Fantozzi |
Founder, President |
Direct: (440) 740-0130 Ext. 222 |
(440) 740-0339 |
frank@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/frankfantozzi/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
|
Planned Financial Services |
Cynthia |
Yang |
Wealth Advisor |
Direct: (440) 740-0130 Ext. 224 |
(440) 740-0339 |
cynthia@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/yuanyuan-yang-5141ab39/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
|
Planned Financial Services |
Amy |
Cheng Valentine |
Wealth Advisor |
Direct: (440) 740-0130 Ext. 227 |
(440) 740-0339 |
amy@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/amyvalentine/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
|
Planned Financial Services |
Joseph |
Rogers |
Finance & Operations Director |
Direct: (440) 740-0130 Ext. 220 |
(440) 740-0339 |
joe@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/joseph-rogers-ii-a2b88715/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
|
Planned Financial Services |
Lauren |
Jirousek |
Administrative Manager |
(440) 740-0130 Ext. 233 |
(440) 740-0339 |
lauren@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/lauren-jirousek-mba-5101292a/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
|
Planned Financial Services |
Alaina |
Maloney |
Executive Assistant |
Direct: (440) 740-0130 Ext. 223 |
(440) 740-0339 |
alaina@plannedfinancial.com |
|
7000 Fitzwater Road, Suite 300 |
Cleveland |
OH |
44141 |
United States of America |
North America |
https://www.linkedin.com/in/alaina-maloney/ |
|
1.994 |
|
|
https://www.linkedin.com/company/planned-financial-services/ |
https://plannedfinancial.com/ |
Acting as your Personal CFO, our Family Office provides careful coordination and supervision of retirement planning, investments, children's education, insurance, tax planning, business succession, philanthropy and cash management. These elements are key to helping you achieve long-term success. |
MF |
|
| 105 |
Private Capital Investments LLC |
Katherine |
Hill Ritchie |
Founder & CEO |
|
|
KHillRitchie@nottinghamspirk.com |
|
|
New York |
NY |
|
United States of America |
North America |
https://www.linkedin.com/in/katherinehillritchie/ |
Due Diligence, Mission Driven Investments, Venture Capital, Private Equity, Hedge Funds, Real Estate and Art Market, Mergers and Acquisitions, M&A, Philanthropy, Illiquid Assets (secondaries), Trusts, Estate Issues |
|
|
|
https://www.nottinghamspirk.com/ |
http://privatecapitalinvestmentsllc.com/ |
PCI focuses on family offices, and is an investor and advisor to social impact early-stage venture capital funds and companies. With an extensive global network and over 30+ years of collective legal and financial services experience, PCI is able to develop strategies and solve client issues often not understood by traditional private banks, money managers, lawyers or business development professionals.
We have expertise in launching and structuring a family office, deal sourcing, portfolio management, due diligence, mission driven investments, venture capital, private equity, hedge funds, the real estate and art market, mergers and acquisitions, philanthropy, the sale and trading of illiquid assets (secondaries), trusts and estate issues and serving on investment committees and boards. PCI also assists clients in strategy, communications, marketing, business development and capital introduction. Between the two principals, they have worked for 10 single family offices and have a global robust network of investors for every asset class, investment stage and structure. We assist individuals, family offices, and also entrepreneurs and funds meet their legal and financial objectives at the highest level. |
MF |
|
| 106 |
Providentia Wealth Management Ltd. |
Luke |
Peng |
Founder & CEO |
65 6536 8868 |
65 6536 2923 |
luke.peng@providentiawealth.com |
info@providentiawealth.com |
83 Clemenceau Avenue, #13-03 UE Square |
Singapore |
|
239920 |
Singapore |
Asia |
https://www.linkedin.com/in/luke-peng-1aa8a11b6/ |
Philanthropy and Impact, Private Equity and Debt investments, Impact Investing, Environmental, Social & Corporate Governance (ESG), Impact Fund |
2.010 |
|
|
https://www.linkedin.com/company/providentia-wealth/ |
https://www.providentiawealth.com/ |
Providentia Wealth, a Singapore-based multi-family office that offers. wealth planning, succession and investment solutions for global clients, businesses and families.
At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.
As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us. |
MF |
|
|
Providentia Wealth Management Ltd. |
Benjamin |
Lee |
Managing Director |
65 6536 8868 |
65 6536 2923 |
benjamin.lee@providentiawealth.com |
info@providentiawealth.com |
83 Clemenceau Avenue, #13-03 UE Square |
Singapore |
|
239920 |
Singapore |
Asia |
https://www.linkedin.com/in/benjamin-lee-76a22226/ |
Philanthropy and Impact, Private Equity and Debt investments, Impact Investing, Environmental, Social & Corporate Governance (ESG), Impact Fund |
2.010 |
|
|
https://www.linkedin.com/company/providentia-wealth/ |
https://www.providentiawealth.com/ |
Providentia Wealth, a Singapore-based multi-family office that offers. wealth planning, succession and investment solutions for global clients, businesses and families.
At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.
As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us. |
MF |
|
|
Providentia Wealth Management Ltd. |
Suguru |
Miyamoto |
Vice President |
65 6536 8868 |
65 6536 2923 |
suguru.miyamoto@providentiawealth.com |
info@providentiawealth.com |
83 Clemenceau Avenue, #13-03 UE Square |
Singapore |
|
239920 |
Singapore |
Asia |
https://www.linkedin.com/in/suguru-miyamoto-052b49208/ |
Philanthropy and Impact, Private Equity and Debt investments, Impact Investing, Environmental, Social & Corporate Governance (ESG), Impact Fund |
2.010 |
|
|
https://www.linkedin.com/company/providentia-wealth/ |
https://www.providentiawealth.com/ |
Providentia Wealth, a Singapore-based multi-family office that offers. wealth planning, succession and investment solutions for global clients, businesses and families.
At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.
As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us. |
MF |
|
|
Providentia Wealth Management Ltd. |
George |
Yeo |
Managing Director |
65 6536 8868 |
65 6536 2923 |
george.yeo@providentiawealth.com |
info@providentiawealth.com |
83 Clemenceau Avenue, #13-03 UE Square |
Singapore |
|
239920 |
Singapore |
Asia |
https://www.linkedin.com/in/george-yeo-147855217/ |
Philanthropy and Impact, Private Equity and Debt investments, Impact Investing, Environmental, Social & Corporate Governance (ESG), Impact Fund |
2.010 |
|
|
https://www.linkedin.com/company/providentia-wealth/ |
https://www.providentiawealth.com/ |
Providentia Wealth, a Singapore-based multi-family office that offers. wealth planning, succession and investment solutions for global clients, businesses and families.
At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.
As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us. |
MF |
|
|
Providentia Wealth Management Ltd. |
Mason |
Tan |
Director, Impact Investments |
65 6536 8868 |
65 6536 2923 |
mason.tan@providentiawealth.com |
info@providentiawealth.com |
83 Clemenceau Avenue, #13-03 UE Square |
Singapore |
|
239920 |
Singapore |
Asia |
https://www.linkedin.com/in/mason-tan-0449397/ |
Philanthropy and Impact, Private Equity and Debt investments, Impact Investing, Environmental, Social & Corporate Governance (ESG), Impact Fund |
2.010 |
|
impact@providentiawealth.com |
http://gardenimpactfund.com/ |
https://www.providentiawealth.com/ |
Providentia Wealth, a Singapore-based multi-family office that offers. wealth planning, succession and investment solutions for global clients, businesses and families.
At Providentia Wealth, we understand that the journey of wealth creation, preservation and succession requires skill, knowledge, foresight and care. We believe that any wealth planning solution first begins with a listening ear to our client’s concerns.
As an organization that values journeying with our clients, I am truly inspired when our client relationships evolve into trusted partnerships. We envisage that wealth management services could be meaningfully delivered by experienced professionals with a heart, leading to a peace of mind for our clients and us. |
MF |
|
| 107 |
PWS Private Wealth Services Ltd. |
Monica |
Guelmani |
Managing Director |
41 442 189 090 |
41 442 189 099 |
monica.guelmani@pwsfamilyoffice.com |
info@pwsfamilyoffice.com |
Stockerstrasse 55 |
Zurich |
|
8002 |
Switzerland |
Europe |
https://www.linkedin.com/in/monica-guelmani-a9640737/ |
Financial- and Estate Planning, Wealth Structuring, Family advice and Coaching of Next Generation, Relocation Services, Lifestyle (Yacht, Real Estate etc.), Art Management, Philanthropy, Consolidation |
2.003 |
|
|
|
https://www.pwsfamilyoffice.com/ |
The firm's fast growing multi client Family office was incorporated in 2003. As a truly independent family office we have access to a superb global network of the best of class advisors, experts, products and services.
PWS is a member of the Swiss Self-Regulatory Organisation Polyreg who is ultimately supervised by FINMA. |
MF |
|
| 108 |
QP Wealth Management, LLC |
Thomas |
Leidner |
Co-Chief Investment Officer, Portfolio Manager, Co-Founder |
(732) 526-2701 |
(732) 526-2712 |
tleidner@qpwealthmanagement.com |
info@qpwealthmanagement.com |
12 Christopher Way, Suite 103 |
Eatontown |
NJ |
07724 |
United States of America |
North America |
https://www.linkedin.com/in/thom-leidner-406964190/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
|
QP Wealth Management, LLC |
Lisa |
Heerwagen |
Chief Operating Officer, Chief Compliance Officer, Co-Founder |
(732) 526-2701 |
(732) 526-2712 |
lheerwagen@qpwealthmanagement.com |
info@qpwealthmanagement.com |
12 Christopher Way, Suite 103 |
Eatontown |
NJ |
07724 |
United States of America |
North America |
https://www.linkedin.com/in/lisa-heerwagen-516287179/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
|
QP Wealth Management, LLC |
James |
Lloyd |
Co-Founder, CEO & Co-Chief Investment Officer |
(732) 526-2701 |
(732) 526-2712 |
jlloyd@qpwealthmanagement.com |
info@qpwealthmanagement.com |
12 Christopher Way, Suite 103 |
Eatontown |
NJ |
07724 |
United States of America |
North America |
https://www.linkedin.com/in/jim-lloyd-968ab6187/ |
Portfolio Management, Strategic Wealth Strategies, Estate Planning, Family Governance, Wealth Education, Business Succession Planning, Tax Strategies, Philanthropy Management, Life Stage Navigation Services, Lifestyle Advisory, Private Healthcare Advisory |
2.019 |
$215M |
|
https://www.linkedin.com/company/qpwealthmanagement/ |
https://www.qpwealthmanagement.com/ |
QP is a multi-family financial services firm, offering comprehensive wealth management services with extensive knowledge of alternative investments. We build both confidence and wealth by connecting with great people like you. We focus on your business ventures with the confidence of trusted stewardship. |
MF |
|
| 109 |
Quadrigae Pte Ltd |
Apurva |
Kothari |
Chief Executive Officer |
Direct: 65 6950 9895 |
65 6950 9880 |
apurva.kothari@privatus.sg |
|
6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 |
Singapore |
|
038986 |
Singapore |
Asia |
|
Real Estate (Management, Financing, Advisory), Off Market Private Equity Deals, Monetizing Illiquid Assets, Art Advisory, Family Governance, Wealth Structuring to Philanthropy, Corporate Advisory, Insurance, and much More |
2.006 |
$250M |
|
|
https://privatus.sg/ |
Quadrigae Privatus is a Singapore based multi-family office handling clients across Asia and Europe. We are a team of ex-bankers who have a collective experience of working with over 500 Ultra High Net worth families. Going far beyond banking, our careers have been enhanced by the rich dynamics of helping families manage their wealth and handling the challenges therein. Over the years, immersion into our clients' family dynamics has helped us appreciate the complex and global requirements of their businesses. Our skill sets and network have expanded in response to these needs. Every challenge resolved has become a case study. And every case study in turn, has become yet another chapter in our little encyclopedia of handling family affairs. |
MF |
|
|
Quadrigae Pte Ltd |
Vinod |
Menon |
Chief Investment Officer |
Direct: 65 6950 9883 |
65 6950 9880 |
vinod.menon@privatus.sg |
|
6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 |
Singapore |
|
038986 |
Singapore |
Asia |
https://www.linkedin.com/in/n-vinod-menon-6637822/ |
Real Estate (Management, Financing, Advisory), Off Market Private Equity Deals, Monetizing Illiquid Assets, Art Advisory, Family Governance, Wealth Structuring to Philanthropy, Corporate Advisory, Insurance, and much More |
2.006 |
$250M |
|
|
https://privatus.sg/ |
Quadrigae Privatus is a Singapore based multi-family office handling clients across Asia and Europe. We are a team of ex-bankers who have a collective experience of working with over 500 Ultra High Net worth families. Going far beyond banking, our careers have been enhanced by the rich dynamics of helping families manage their wealth and handling the challenges therein. Over the years, immersion into our clients' family dynamics has helped us appreciate the complex and global requirements of their businesses. Our skill sets and network have expanded in response to these needs. Every challenge resolved has become a case study. And every case study in turn, has become yet another chapter in our little encyclopedia of handling family affairs. |
MF |
|
|
Quadrigae Pte Ltd |
Avijit |
Agarwal |
Chief Operating Officer |
Direct: 65 6950 9884 |
65 6950 9880 |
avijit.agarwal@privatus.sg |
|
6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 |
Singapore |
|
038986 |
Singapore |
Asia |
|
Real Estate (Management, Financing, Advisory), Off Market Private Equity Deals, Monetizing Illiquid Assets, Art Advisory, Family Governance, Wealth Structuring to Philanthropy, Corporate Advisory, Insurance, and much More |
2.006 |
$250M |
|
|
https://privatus.sg/ |
Quadrigae Privatus is a Singapore based multi-family office handling clients across Asia and Europe. We are a team of ex-bankers who have a collective experience of working with over 500 Ultra High Net worth families. Going far beyond banking, our careers have been enhanced by the rich dynamics of helping families manage their wealth and handling the challenges therein. Over the years, immersion into our clients' family dynamics has helped us appreciate the complex and global requirements of their businesses. Our skill sets and network have expanded in response to these needs. Every challenge resolved has become a case study. And every case study in turn, has become yet another chapter in our little encyclopedia of handling family affairs. |
MF |
|
|
Quadrigae Pte Ltd |
Vikram |
Narayanan |
Portfolio Manager |
Direct: 65 6950 9882 |
65 6950 9880 |
vikram.narayanan@privatus.sg |
|
6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 |
Singapore |
|
038986 |
Singapore |
Asia |
https://www.linkedin.com/in/vikram-narayanan-cfa-86341151/ |
Real Estate (Management, Financing, Advisory), Off Market Private Equity Deals, Monetizing Illiquid Assets, Art Advisory, Family Governance, Wealth Structuring to Philanthropy, Corporate Advisory, Insurance, and much More |
2.006 |
$250M |
|
|
https://privatus.sg/ |
Quadrigae Privatus is a Singapore based multi-family office handling clients across Asia and Europe. We are a team of ex-bankers who have a collective experience of working with over 500 Ultra High Net worth families. Going far beyond banking, our careers have been enhanced by the rich dynamics of helping families manage their wealth and handling the challenges therein. Over the years, immersion into our clients' family dynamics has helped us appreciate the complex and global requirements of their businesses. Our skill sets and network have expanded in response to these needs. Every challenge resolved has become a case study. And every case study in turn, has become yet another chapter in our little encyclopedia of handling family affairs. |
MF |
|
|
Quadrigae Pte Ltd |
Asia |
Chabelska |
Portfolio Manager |
Direct: 65 6950 9881 |
65 6950 9880 |
asia.chabelska@privatus.sg |
|
6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 |
Singapore |
|
038986 |
Singapore |
Asia |
https://www.linkedin.com/in/asia-chabelska-cfa-6206aa22/ |
Real Estate (Management, Financing, Advisory), Off Market Private Equity Deals, Monetizing Illiquid Assets, Art Advisory, Family Governance, Wealth Structuring to Philanthropy, Corporate Advisory, Insurance, and much More |
2.006 |
$250M |
|
|
https://privatus.sg/ |
Quadrigae Privatus is a Singapore based multi-family office handling clients across Asia and Europe. We are a team of ex-bankers who have a collective experience of working with over 500 Ultra High Net worth families. Going far beyond banking, our careers have been enhanced by the rich dynamics of helping families manage their wealth and handling the challenges therein. Over the years, immersion into our clients' family dynamics has helped us appreciate the complex and global requirements of their businesses. Our skill sets and network have expanded in response to these needs. Every challenge resolved has become a case study. And every case study in turn, has become yet another chapter in our little encyclopedia of handling family affairs. |
MF |
|
| 110 |
Raintree Family Office |
Leena |
Dandekar |
Founder & Director |
91 206 761 8200 |
|
leena.dandekar@theraintree.co.in |
contactus@theraintree.co.in |
5th Floor, 'B' Wing, Trade Centre, North Main Road, Koregaon Park |
Pune |
|
411001 |
India |
Asia |
https://www.linkedin.com/in/leenadandekar/ |
Public Market Instruments, Private Equity, Alternate Assets |
|
|
raintreeventures@theraintree.co.in |
https://www.linkedin.com/company/raintree-family-office/ |
https://www.theraintree.co.in/ |
Raintree Family Office is a single-family office, managing the investment portfolios of the promoter family. We aim to build a robust investment portfolio through public market instruments, private equity and other alternative assets. We believe in partnering with businesses that have sustainable business models and passionate entrepreneurs, which are aligned with our core values. Raintree Family Office has two affiliates that form the Dandekar family's impact portfolio – Raintree Ventures and Raintree Foundation. Raintree Ventures is the for-profit impact investing arm of Raintree Family Office, and Raintree Foundation is the philanthropic arm of the family. |
SF |
|
|
Raintree Family Office |
Abha |
Dandekar |
Director |
91 206 761 8200 |
|
abha.dandekar@theraintree.co.in |
contactus@theraintree.co.in |
5th Floor, 'B' Wing, Trade Centre, North Main Road, Koregaon Park |
Pune |
|
411001 |
India |
Asia |
https://www.linkedin.com/in/abha-dandekar-a80937110/ |
Public Market Instruments, Private Equity, Alternate Assets |
|
|
|
https://www.linkedin.com/company/raintree-family-office/ |
https://www.theraintree.co.in/ |
Raintree Family Office is a single-family office, managing the investment portfolios of the promoter family. We aim to build a robust investment portfolio through public market instruments, private equity and other alternative assets. We believe in partnering with businesses that have sustainable business models and passionate entrepreneurs, which are aligned with our core values. Raintree Family Office has two affiliates that form the Dandekar family's impact portfolio – Raintree Ventures and Raintree Foundation. Raintree Ventures is the for-profit impact investing arm of Raintree Family Office, and Raintree Foundation is the philanthropic arm of the family. |
SF |
|
|
Raintree Family Office |
Atreya |
Pal |
Associate |
91 206 761 8200 |
|
atreya.pal@theraintree.co.in |
contactus@theraintree.co.in |
5th Floor, 'B' Wing, Trade Centre, North Main Road, Koregaon Park |
Pune |
|
411001 |
India |
Asia |
https://www.linkedin.com/in/atreya-pal-73b47ab2/ |
Public Market Instruments, Private Equity, Alternate Assets |
|
|
|
https://www.linkedin.com/company/raintree-family-office/ |
https://www.theraintree.co.in/ |
Raintree Family Office is a single-family office, managing the investment portfolios of the promoter family. We aim to build a robust investment portfolio through public market instruments, private equity and other alternative assets. We believe in partnering with businesses that have sustainable business models and passionate entrepreneurs, which are aligned with our core values. Raintree Family Office has two affiliates that form the Dandekar family's impact portfolio – Raintree Ventures and Raintree Foundation. Raintree Ventures is the for-profit impact investing arm of Raintree Family Office, and Raintree Foundation is the philanthropic arm of the family. |
SF |
|
| 111 |
Rattner Family Office |
Michael |
Minars |
Chief Financial Officer |
|
|
michaelminars@yahoo.com |
|
650 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/michael-minars-a864814b/ |
|
|
|
|
https://stevenrattner.com/ |
https://www.linkedin.com/company/rattner-family-office/ |
The Rattner Family office is a NYC-based single family office for Steve Rattner, the Chairman and CEO of Willett Advisors LLC, investment firm that invests across a range of alternative and traditional asset classes. The company’s founder Steven Rattner is a renowned investor, author and media commentator. He serves as the Economic Analyst on MSNBC’s Morning Joe and is a contributing writer to The New York Times Op Ed page among other prominent publications. Mr. Rattner also serves as the Chairman and Chief Executive Officer of Willett Advisors LLC, the investment arm for former New York Mayor Michael R. Bloomberg’s personal and philanthropic assets. He previously served as Counselor to the Secretary of the Treasury and led the Obama Administration’s successful effort to restructure the automobile industry. |
SF |
|
|
Rattner Family Office |
Steven |
Rattner |
Chief Executive Officer |
|
|
srattner@willettadvisors.com |
|
650 Madison Avenue |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/srattner/ |
|
|
|
info@stevenrattner.com |
https://stevenrattner.com/ |
https://www.linkedin.com/company/rattner-family-office/ |
The Rattner Family office is a NYC-based single family office for Steve Rattner, the Chairman and CEO of Willett Advisors LLC, investment firm that invests across a range of alternative and traditional asset classes. The company’s founder Steven Rattner is a renowned investor, author and media commentator. He serves as the Economic Analyst on MSNBC’s Morning Joe and is a contributing writer to The New York Times Op Ed page among other prominent publications. Mr. Rattner also serves as the Chairman and Chief Executive Officer of Willett Advisors LLC, the investment arm for former New York Mayor Michael R. Bloomberg’s personal and philanthropic assets. He previously served as Counselor to the Secretary of the Treasury and led the Obama Administration’s successful effort to restructure the automobile industry. |
SF |
|
| 112 |
RIN Capital, LLC |
Chris |
Fowler |
Chief Investment Officer |
(248) 987-7875 |
|
CFowler@SICapitalLLC.com |
|
38955 Hills Tech Drive |
Farmington Hills |
MI |
48331 |
United States of America |
North America |
https://www.linkedin.com/in/chris-fowler-344548/ |
Investing in technology, products and companies that can be part of the eco-system of low cost, high technology generating data and service charged by the parameter to improve healthcare. |
2.015 |
$1B |
|
https://www.linkedin.com/company/rin-capital-llc1/ |
https://sicapitalllc.com/ |
in capital resources to invest in
healthcare. Manoj Bhargava, businessman,
philanthropist and founder of Living Essentials, LLC,
manufacturer of 5-Hour ENERGY™ shots serves as
advisor to RIN. We have offices in suburban Detroit. |
SF |
|
|
RIN Capital, LLC |
Mary |
Hutchison |
Principal |
(248) 987-7875 |
|
MHutchison@SICapitalLLC.com |
|
38955 Hills Tech Drive |
Farmington Hills |
MI |
48331 |
United States of America |
North America |
https://www.linkedin.com/in/mary-hutchison-b041aa79/ |
Investing in technology, products and companies that can be part of the eco-system of low cost, high technology generating data and service charged by the parameter to improve healthcare. |
2.015 |
$1B |
|
https://www.linkedin.com/company/rin-capital-llc1/ |
https://sicapitalllc.com/ |
in capital resources to invest in
healthcare. Manoj Bhargava, businessman,
philanthropist and founder of Living Essentials, LLC,
manufacturer of 5-Hour ENERGY™ shots serves as
advisor to RIN. We have offices in suburban Detroit. |
SF |
|
|
RIN Capital, LLC |
Steve |
Bander |
Managing Director Capital Markets |
(248) 987-7875 |
|
SBander@SICapitalLLC.com |
|
38955 Hills Tech Drive |
Farmington Hills |
MI |
48331 |
United States of America |
North America |
https://www.linkedin.com/in/steve-bander-31b08b11/ |
Investing in technology, products and companies that can be part of the eco-system of low cost, high technology generating data and service charged by the parameter to improve healthcare. |
2.015 |
$1B |
|
https://www.linkedin.com/company/rin-capital-llc1/ |
https://sicapitalllc.com/ |
in capital resources to invest in
healthcare. Manoj Bhargava, businessman,
philanthropist and founder of Living Essentials, LLC,
manufacturer of 5-Hour ENERGY™ shots serves as
advisor to RIN. We have offices in suburban Detroit. |
SF |
|
|
RIN Capital, LLC |
Cavitt |
Randall |
Managing Director |
(248) 987-7875 |
|
CRandall@SICapitalLLC.com |
|
38955 Hills Tech Drive |
Farmington Hills |
MI |
48331 |
United States of America |
North America |
https://www.linkedin.com/in/cavitt-randall-4b921011/ |
Investing in technology, products and companies that can be part of the eco-system of low cost, high technology generating data and service charged by the parameter to improve healthcare. |
2.015 |
$1B |
|
https://www.linkedin.com/company/rin-capital-llc1/ |
https://sicapitalllc.com/ |
in capital resources to invest in
healthcare. Manoj Bhargava, businessman,
philanthropist and founder of Living Essentials, LLC,
manufacturer of 5-Hour ENERGY™ shots serves as
advisor to RIN. We have offices in suburban Detroit. |
SF |
|
|
RIN Capital, LLC |
Michael |
Weintraub |
Michael Weintraub |
(248) 987-7875 |
|
MWeintraub@SICapitalLLC.com |
|
38955 Hills Tech Drive |
Farmington Hills |
MI |
48331 |
United States of America |
North America |
https://www.linkedin.com/in/mlweintraub/ |
Investing in technology, products and companies that can be part of the eco-system of low cost, high technology generating data and service charged by the parameter to improve healthcare. |
2.015 |
$1B |
|
https://www.linkedin.com/company/rin-capital-llc1/ |
https://sicapitalllc.com/ |
in capital resources to invest in
healthcare. Manoj Bhargava, businessman,
philanthropist and founder of Living Essentials, LLC,
manufacturer of 5-Hour ENERGY™ shots serves as
advisor to RIN. We have offices in suburban Detroit. |
SF |
|
| 113 |
Rosewood Family Advisors LLP |
Tina |
Rosado |
Managing Partner |
(650) 210-5104 |
|
tina@rfallp.com |
info@rfallp.com |
P.O. Box 61239 |
Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/tina-rosado-813494/ |
Bill Pay and Accounting, Income Tax Planning and Compliance, Family Administrative Services, Estate and Gift Planning, Philanthropic Consulting |
2.019 |
$200M |
|
|
https://www.rfallp.com/ |
Rosewood Family Advisors is a multi-family office provider that serves ultra high net worth individuals and their families. Rosewood Family Advisors provides highly customized accounting, tax, estate planning, philanthropy and risk services tailored to our clients' complex individual needs.
Rosewood Family Advisors provides a diverse range of family office services customized for ultra high net worth individuals. |
MF |
Physical Address:
2475 Hanover Street, Suite 100
Palo Alto, CA 94304
United States of America |
|
Rosewood Family Advisors LLP |
Jim |
Cody |
Director of Estate & Gift Planning |
(650) 313-2006 |
|
jim@rfallp.com |
info@rfallp.com |
P.O. Box 61239 |
Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/jim-cody-116a183a/ |
Bill Pay and Accounting, Income Tax Planning and Compliance, Family Administrative Services, Estate and Gift Planning, Philanthropic Consulting |
2.019 |
$200M |
|
|
https://www.rfallp.com/ |
Rosewood Family Advisors is a multi-family office provider that serves ultra high net worth individuals and their families. Rosewood Family Advisors provides highly customized accounting, tax, estate planning, philanthropy and risk services tailored to our clients' complex individual needs.
Rosewood Family Advisors provides a diverse range of family office services customized for ultra high net worth individuals. |
MF |
Physical Address:
2475 Hanover Street, Suite 100
Palo Alto, CA 94304
United States of America |
|
Rosewood Family Advisors LLP |
Harvey |
Armstrong |
Partner |
Mobile: (650) 793-1200 |
|
harvey@rfallp.com |
info@rfallp.com |
P.O. Box 61239 |
Palo Alto |
CA |
94306 |
United States of America |
North America |
|
Bill Pay and Accounting, Income Tax Planning and Compliance, Family Administrative Services, Estate and Gift Planning, Philanthropic Consulting |
2.019 |
$200M |
|
|
https://www.rfallp.com/ |
Rosewood Family Advisors is a multi-family office provider that serves ultra high net worth individuals and their families. Rosewood Family Advisors provides highly customized accounting, tax, estate planning, philanthropy and risk services tailored to our clients' complex individual needs.
Rosewood Family Advisors provides a diverse range of family office services customized for ultra high net worth individuals. |
MF |
Physical Address:
2475 Hanover Street, Suite 100
Palo Alto, CA 94304
United States of America |
|
Rosewood Family Advisors LLP |
Susanna |
Poon |
Director of Philanthropy Services |
(650) 210-5104 |
|
susanna@rfallp.com |
info@rfallp.com |
P.O. Box 61239 |
Palo Alto |
CA |
94306 |
United States of America |
North America |
https://www.linkedin.com/in/susannapoonsf/ |
Bill Pay and Accounting, Income Tax Planning and Compliance, Family Administrative Services, Estate and Gift Planning, Philanthropic Consulting |
2.019 |
$200M |
employment@rfallp.com |
|
https://www.rfallp.com/ |
Rosewood Family Advisors is a multi-family office provider that serves ultra high net worth individuals and their families. Rosewood Family Advisors provides highly customized accounting, tax, estate planning, philanthropy and risk services tailored to our clients' complex individual needs.
Rosewood Family Advisors provides a diverse range of family office services customized for ultra high net worth individuals. |
MF |
Physical Address:
2475 Hanover Street, Suite 100
Palo Alto, CA 94304
United States of America |
| 114 |
RS Group Asia |
Joan |
Shang |
Senior Associate |
|
|
joanshang@rsgroup.asia |
info@rsgroup.asia |
26/F, BEA Harbour View Centre, 56 Gloucester Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/joanshang/ |
Philanthropic Portfolio Management, Communications Strategy Development, Green Energy |
2.008 |
|
|
https://www.linkedin.com/company/rs-group-asia/about/ |
http://www.rsgroup.asia/ |
RS Group is a Hong Kong based single-family office with a focus on impact investing and sustainability related issues. We believe it is not possible to overcome our mounting social and environmental challenges using industrial era thinking, one in which for-profit and non-profit remain the dominant economic paradigms. New, collaborative approaches to investment, business and philanthropy are needed if we are going to build a global community where social progress and economic development occur in harmony with nature. |
SF |
|
|
RS Group Asia |
Katy |
Yung |
Director of Investment |
|
|
katyyung@rsgroup.asia |
info@rsgroup.asia |
26/F, BEA Harbour View Centre, 56 Gloucester Road |
Wanchai |
|
|
Hong Kong |
Asia |
https://www.linkedin.com/in/katy-yung-6bb8a823/ |
Philanthropic Portfolio Management, Communications Strategy Development, Green Energy |
2.008 |
|
|
https://www.linkedin.com/company/rs-group-asia/about/ |
http://www.rsgroup.asia/ |
RS Group is a Hong Kong based single-family office with a focus on impact investing and sustainability related issues. We believe it is not possible to overcome our mounting social and environmental challenges using industrial era thinking, one in which for-profit and non-profit remain the dominant economic paradigms. New, collaborative approaches to investment, business and philanthropy are needed if we are going to build a global community where social progress and economic development occur in harmony with nature. |
SF |
|
| 115 |
S.K. Hart Management, LLC |
Leah |
Hill |
Director |
(801) 321-7725 |
(801) 321-7730 |
lhill@skhart.com |
|
630 E. South Temple |
Salt Lake City |
UT |
84102 |
United States of America |
North America |
|
Marketable Securities, Real Estate investments and Operating Companies engaged in Energy, Agriculture and various other Activities, Information Technology |
1.981 |
|
|
https://www.linkedin.com/company/sk-hart-management-llc/ |
https://skhart.com/ |
S.K. Hart Management is a single-family office of Khosrow B. Semnani based in Salt Lake City, Utah with interests in a diversified portfolio including marketable securities, real estate investments and operating companies engaged in energy, agriculture and various other activities. Its full time staff of professionals have extensive expertise in finance, real estate management, agriculture, securities investment management, engineering services, energy development and philanthropy as well as information technology and administrative support that all contribute to the overall success of the company and its managed affiliates. |
SF |
|
|
S.K. Hart Management, LLC |
Nick |
DiDonato |
Investment/Treasury Analyst |
(801) 321-7725 |
(801) 321-7730 |
ndidonato@skhart.com |
|
630 E. South Temple |
Salt Lake City |
UT |
84102 |
United States of America |
North America |
https://www.linkedin.com/in/nick-didonato/ |
Marketable Securities, Real Estate investments and Operating Companies engaged in Energy, Agriculture and various other Activities, Information Technology |
1.981 |
|
|
https://www.linkedin.com/company/sk-hart-management-llc/ |
https://skhart.com/ |
S.K. Hart Management is a single-family office of Khosrow B. Semnani based in Salt Lake City, Utah with interests in a diversified portfolio including marketable securities, real estate investments and operating companies engaged in energy, agriculture and various other activities. Its full time staff of professionals have extensive expertise in finance, real estate management, agriculture, securities investment management, engineering services, energy development and philanthropy as well as information technology and administrative support that all contribute to the overall success of the company and its managed affiliates. |
SF |
|
|
S.K. Hart Management, LLC |
Tom |
Bunce |
Director of Investments & Treasurer |
(801) 321-7725 |
(801) 321-7730 |
tbunce@skhart.com |
|
630 E. South Temple |
Salt Lake City |
UT |
84102 |
United States of America |
North America |
https://www.linkedin.com/in/tom-bunce-89a7a812/ |
Marketable Securities, Real Estate investments and Operating Companies engaged in Energy, Agriculture and various other Activities, Information Technology |
1.981 |
|
|
https://www.linkedin.com/company/sk-hart-management-llc/ |
https://skhart.com/ |
S.K. Hart Management is a single-family office of Khosrow B. Semnani based in Salt Lake City, Utah with interests in a diversified portfolio including marketable securities, real estate investments and operating companies engaged in energy, agriculture and various other activities. Its full time staff of professionals have extensive expertise in finance, real estate management, agriculture, securities investment management, engineering services, energy development and philanthropy as well as information technology and administrative support that all contribute to the overall success of the company and its managed affiliates. |
SF |
|
| 116 |
Sahana |
Astrid |
Magnago |
Executive Assistant |
971 4 313 2001 |
|
|
info@mysahana.com |
Emirates Towers, P.O. Box 888 001 |
Dubai |
|
|
United Arab Emirates |
Asia |
https://www.linkedin.com/in/astrid-magnago-1a04a350/ |
Education, Healthcare, Charity |
2.010 |
|
info@parijatdeshpande.com |
|
http://www.mysahana.com/ |
As a single-family office, Sahana is a trusted support system, dedicated to efficient and effective asset management, including investment management, personal services, property management, accounting and legal affairs oversight, family governance, financial and investment education, succession planning, and philanthropic giving. |
SF |
|
| 117 |
Saint Partners Philanthropy Services |
Barnaby |
Marsh |
Co-Founder |
|
|
barnaby@saintpartners.com |
|
W. 74th St. |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/barnabymarsh/ |
Impact Investing, Funds |
2.013 |
|
|
https://www.linkedin.com/company/saint-partners-philanthropy-services/ |
https://www.saintpartners.com/ |
Saint Partners is the elite philanthropy services company that helps the world’s most dedicated philanthropists channel their wealth, influence and desire for meaning towards social good. Operating as a multi-family office serving family offices, and registered in Singapore and New York City, our company delivers the intimacy of a boutique with the resources, opportunities and experience of a global institution. |
MF |
|
|
Saint Partners Philanthropy Services |
Jenny |
Santi |
Co-Founder |
|
|
jenny@saintpartners.com |
|
W. 74th St. |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/jenny-santi-2029261/ |
Impact Investing, Funds |
2.013 |
|
js@jennysanti.com, info@jennysanti.com |
https://www.jennysanti.com/ |
https://www.saintpartners.com/ |
Saint Partners is the elite philanthropy services company that helps the world’s most dedicated philanthropists channel their wealth, influence and desire for meaning towards social good. Operating as a multi-family office serving family offices, and registered in Singapore and New York City, our company delivers the intimacy of a boutique with the resources, opportunities and experience of a global institution. |
MF |
|
|
Saint Partners Philanthropy Services |
Olga |
Iserlis |
Director |
|
|
olga@adagio.events |
|
W. 74th St. |
New York |
NY |
10023 |
United States of America |
North America |
https://www.linkedin.com/in/olga-iserlis-96a08693/ |
Impact Investing, Funds |
2.013 |
|
|
https://olga-iserlis.squarespace.com/ |
https://www.saintpartners.com/ |
Saint Partners is the elite philanthropy services company that helps the world’s most dedicated philanthropists channel their wealth, influence and desire for meaning towards social good. Operating as a multi-family office serving family offices, and registered in Singapore and New York City, our company delivers the intimacy of a boutique with the resources, opportunities and experience of a global institution. |
MF |
|
| 118 |
Salsano Family Office |
Sandro |
Salsano |
President |
507 203 6342 |
507 203 6343 |
salsano@protonmail.com |
info@salsanofamily.com |
Calle 50, Tower General Bank, 20th Floor |
Panama City |
|
|
Panama |
North America |
https://www.linkedin.com/in/sandro-salsano-41b20475/ |
Stakes in Asset Management, Financial, Luxury, Food and Beverages, Chartering, and Global Real Estate (Hospitality/Hotel, Commercial, Residential and Land) Companies. |
2.007 |
|
|
|
http://salsanofamily.com/ |
The SFO is the single family office of businessman and philanthropist Sandro Salsano. |
SF |
44 207 692-4967 |
| 119 |
Sandalwood Securities, Inc. |
Laura |
Moore |
Business Development |
(561) 573-2554 |
|
laurarossmoore@gmail.com |
|
101 Eisenhower Parkway |
Roseland |
NJ |
07068 |
United States of America |
North America |
https://www.linkedin.com/in/laura-moore-45b8ab16/ |
Manufactured Housing Funds, Hedge Funds, Private Equity, Real Estate, Venture Capital |
2.016 |
|
|
Tanne Family Office:
2433 South Flagler Drive
West Palm Beach, FL 33401
United States of America |
|
Sandalwood Securities, a Roseland NJ-based Single Family Investment Office. Laura’s career in finance has spanned over 35 years with a focus on global trading of futures and alternative investments. She began her career in the early 1980’s as a trader of soft commodities in Brazil hedging for clients. She is fluent in Portuguese. Returning to the US in the mid 80’s she continued to trade commodities and financial futures building a team of 15 people based in the US and London. This team were among the top producers at Dean Witter.
Laura was the first woman appointed to the Dean Witter Chairman’s club. Her career path changed in the 90’s when she began trading for hedge funds and was involved in relationship management for 4 multi-billion hedge funds. In 2009 she was the Director of Capital Introductions for Societe Generale Corporate and Investment Banking (FKA Newedge).
Laura worked with a team of 150 prime brokerage professionals globally to increase the group’s trading/clearing profits, brand awareness and relationships with institutional hedge fund allocators. She advised hedge fund clients on key features of asset-raising strategies, including target market sector/region, fund and fee structure offerings, IR staffing, seed opportunities, and market trends. Her team produced educational events and customized road shows to highlight manager capabilities to investors.
She currently works with Sandalwood Securities as Senior Vice President , Director of Marketing. She and her husband Fred are involved with Investment Decisions in the alternative space for the Tanne Family Office involving Real Estate, Private Equity, Hedge Funds, Venture Capital and Direct Deals. Laura carries her series 3, 7, 30 and 63.
Laura is involved with a number of philanthropic endeavors focused on animals, health,women's issues and education. |
SF |
|
| 120 |
Sandgaard Capital, LLC |
Thomas |
Sandgaard |
Founder & CEO |
(877) 705-9111 |
|
tsandgaard@zynex.com |
|
55 Walls Drive, 3rd Floor |
Fairfield |
CT |
06824 |
United States of America |
North America |
https://www.linkedin.com/in/thomassandgaard/ |
Sports, Cancer, Medical |
2.020 |
|
Connect@SandgaardFoundation.org |
https://www.zynex.com/
https://www.sandgaardfoundation.org/ |
https://www.sandgaardcapital.com/ |
Sandgaard Capital is a privately-held single-family office founded by Thomas Sandgaard.
We are socially responsible entrepreneurs and investors with a global network of executive contacts, a long track record of building successful businesses across multiple industries, and a core mission to partner with management teams to build value. Our single source of capital allows us to do so without restriction on industry, investment structure, or time horizon.
We are also committed to supporting and improving the communities in which we live, work and invest. Our non-profit philanthropic organization, the Sandgaard Foundation, seeks to address the opioid epidemic by helping to fund initiatives that save lives from opioid overdose, help people escape the cycle of relapse, and support victims and their families. |
SF |
|
| 121 |
Sandy Cove Advisors, LLC |
Deirdre |
Prescott |
Founder, President |
(617) 622-1502 |
(617) 622-1501 |
dprescott@sandycoveadvisors.com |
|
37 Derby Street, Unit 5 |
Hingham |
MA |
2043 |
United States of America |
North America |
https://www.linkedin.com/in/deirdre-prescott-cdfa®-33546310/ |
|
2.009 |
$1.9B |
|
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
https://sandycoveadvisors.com/ |
Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial matters, including investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying and elder care issues. |
MF |
Boston Office:
225 Franklin Street
Boston, MA 02110 |
|
Sandy Cove Advisors, LLC |
Kate |
Saltonstall |
Chief Investment Officer |
(617) 622-1503 |
(617) 622-1501 |
ksaltonstall@sandycoveadvisors.com |
|
37 Derby Street, Unit 5 |
Hingham |
MA |
2043 |
United States of America |
North America |
https://www.linkedin.com/in/ksaltonstall/ |
|
2.009 |
$1.9B |
|
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
https://sandycoveadvisors.com/ |
Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial matters, including investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying and elder care issues. |
MF |
Boston Office:
225 Franklin Street
Boston, MA 02110 |
|
Sandy Cove Advisors, LLC |
Toni |
Grimm |
Director of Financial Planning |
(617) 622-1506 |
(617) 622-1501 |
tgrimm@sandycoveadvisors.com |
|
37 Derby Street, Unit 5 |
Hingham |
MA |
2043 |
United States of America |
North America |
https://www.linkedin.com/in/tonigrimm/ |
|
2.009 |
$1.9B |
|
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
https://sandycoveadvisors.com/ |
Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial matters, including investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying and elder care issues. |
MF |
Boston Office:
225 Franklin Street
Boston, MA 02110 |
|
Sandy Cove Advisors, LLC |
Jennifer |
Mitchell |
Managing Director |
(917) 903-7790 |
(617) 622-1501 |
jmitchell@sandycoveadvisors.com |
|
37 Derby Street, Unit 5 |
Hingham |
MA |
2043 |
United States of America |
North America |
https://www.linkedin.com/in/jennifer-mitchell-38552b25/ |
|
2.009 |
$1.9B |
|
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
https://sandycoveadvisors.com/ |
Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial matters, including investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying and elder care issues. |
MF |
Boston Office:
225 Franklin Street
Boston, MA 02110 |
|
Sandy Cove Advisors, LLC |
Robert |
Reilly |
Chief Investment Officer |
(617) 622-1508 |
(617) 622-1501 |
rreilly@sandycoveadvisors.com |
|
37 Derby Street, Unit 5 |
Hingham |
MA |
2043 |
United States of America |
North America |
https://www.linkedin.com/in/robertjamesreilly/ |
|
2.009 |
$1.9B |
|
https://www.linkedin.com/company/sandy-cove-advisors-llc/ |
https://sandycoveadvisors.com/ |
Sandy Cove is a multi-family office catering to the wealth management needs of individuals and families. We advise clients on wide range of financial matters, including investments and investment strategy, estate and succession planning, philanthropic and charitable planning, income tax, stock option exercises, insurance, cash flow and debt management, bill paying and elder care issues. |
MF |
Boston Office:
225 Franklin Street
Boston, MA 02110 |
| 122 |
Sawmill Trust Company |
John |
Hinck |
President & CEO |
Direct: (612) 752-1775 |
(612) 752-1770 |
john.hinck@sawmilltrust.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jhinck/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Julie |
Wong |
Senior Vice President & CFO |
Direct: (612) 752-1824 |
(612) 752-1770 |
julie.wong@sawmilltrust.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/julie-wong-25158b8a/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
julie.wong@sawmillmgt.com |
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Rufus |
Winton |
Senior Vice President & Chief Investment Officer |
Direct: (612) 238-2490 |
(612) 752-1770 |
rufus.winton@sawmilltrust.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/rufus-winton-7439329/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Jason |
Massingill |
Vice President & Deputy Chief Investment Officer |
Direct: (612) 752-1823 |
(612) 752-1770 |
jason.massingill@sawmillmgt.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jason-massingill-cfa-caia-80656471/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Colin |
Brooks |
Vice President & Trust Officer |
Direct: (612) 238-2477 |
(612) 752-1770 |
colin.brooks@sawmilltrust.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/colinsbrooks/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Jessica |
Beavers |
Senior Vice President & Trust Officer |
Direct: (605) 275-4044 |
(612) 752-1770 |
jessica.beavers@sawmilltrust.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
https://www.linkedin.com/in/jessica-quintanilla-beavers-ctfa-cisp-87061233/ |
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
|
Sawmill Trust Company |
Conley |
Brooks Jr. |
Executive Chairman |
Direct: (612) 752-1777 |
(612) 752-1770 |
conley.brooks@sawmillmgt.com |
|
730 Second Avenue South, Suite 1400 |
Minneapolis |
MN |
55402 |
United States of America |
North America |
|
Financial Planning, Investment Management, Fiduciary Services / Estate Administration, Philanthropy, and Tax and Estate Planning |
1.980 |
$2B |
|
https://www.linkedin.com/company-beta/18045261/ |
https://www.sawmilltrust.com/ |
Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation. Our guiding philosophy – to serve as an extension of each family’s investment needs – remains the same as when we were first established by the Brooks family to manage proceeds generated by the sale of the Brooks-Scanlon forest products business. We are committed to remaining independent of large financial institutions in order to serve our families best. |
MF |
South Dakota Office:
201 South Phillips Avenue, Suite 209
Sioux Falls, SD 57104
Phone: (605) 275-4044 |
| 123 |
SCK Capital, LLC |
Gregory |
Fomin |
Managing Director |
(214) 230-2100 |
|
gregfomin@gmail.com |
|
200 Dorado Beach Drive, Suite 3132 |
Dorado |
PR |
00646 |
United States of America |
North America |
https://www.linkedin.com/in/gregfomin/ |
Hedge Funds, Private Equity, Venture Capital, Oil & Gas, Real Estate |
|
|
|
|
https://www.sckcapital.com/ |
SCK Capital is a single-family office established by Scott C. Kimple and Elizabeth Spruance Kimple. The purpose of SCK is to expand the financial and philanthropic interests of the Kimple family. SCK is based in Dorado, Puerto Rico. SCK’s investment activities are primarily focused on the following asset classes: hedge funds, private equity, venture capital, oil & gas and real estate. As a family investment vehicle, SCK has the flexibility to invest in a variety of opportunities and takes a long-term value creation approach. |
SF |
|
| 124 |
Scott's Enterprises Ltd. |
Dean |
Scott |
Managing Director |
345 926-1616 |
345 947-9895 |
deanscott1271@gmail.com |
|
P.O. Box 559, 204 Alissta Towers |
Grand Cayman Island |
|
KY1-1502 |
Cayman Islands |
North America |
https://www.linkedin.com/in/dean-scott-a1510b53/ |
Structured Finance, Insurance, Master & Feeder Funds, J/V, M&A, Risk Mitigation, Capital Preservation, Debt Securitization, Equity Deployment, IPO's, Investments, Equities/Debt/Commodities/Futures Trading, Wealth Management, Charity, Mentoring, Philanthropy, Succession & Generational Planning, Endowments, SPV's, SPC's, Events, Captives, Investments, V/C, Leasing, Management, Marketing, Marine & Aircraft Registration & Representation Service, Inversions, Restructuring, Incorporations, Financial Instruments, Consulting, Strategic Tax, Legal, Banking & Accounting Services, Marketing, Global Trade & Commerce, Estate and Financial Planning, Energy, Petroleum, FinTech, Real Estate, Property Management, Residential & Commercial Development, Master Planning, and as a Turn-Key Design/Build/Manage General Contractors |
|
|
info@saddlewoodestates.ky, dean@islandbuilders.ky |
|
|
Scott's Enterprises, Cayman Islands Single Family Office. |
SF |
|
| 125 |
S-Cubed Capital |
Margo |
Doyle |
Chief Investment Officer |
(650) 234-8224 |
|
margo@scubedcap.com |
finance@scubedcap.com |
2061 Avy Ave. |
Menlo Park |
CA |
94025 |
United States of America |
North America |
https://www.linkedin.com/in/margodoyle/ |
Technology, Financial Asset Management, Sports Management, Agribusiness, Philanthropy, Real Estate |
2.012 |
$62M |
|
|
http://www.scubedcap.com/ |
S-Cubed Capital, a single-family office in Menlo Park, CA. The organization has global interests in Technology, Financial Asset Management, Sports Management, Agribusiness, Philanthropy and Real Estate. Our investment portfolio is comprised of direct investments as well as partnerships with many leading investment managers. |
SF |
|
|
S-Cubed Capital |
Mark |
Stevens |
Managing Partner |
(650) 234-8224 |
|
mark@scubedcap.com |
finance@scubedcap.com |
2061 Avy Ave. |
Menlo Park |
CA |
94025 |
United States of America |
North America |
https://www.linkedin.com/in/mark-a-stevens-b3402959/ |
Technology, Financial Asset Management, Sports Management, Agribusiness, Philanthropy, Real Estate |
2.012 |
$62M |
|
|
http://www.scubedcap.com/ |
S-Cubed Capital, a single-family office in Menlo Park, CA. The organization has global interests in Technology, Financial Asset Management, Sports Management, Agribusiness, Philanthropy and Real Estate. Our investment portfolio is comprised of direct investments as well as partnerships with many leading investment managers. |
SF |
|
| 126 |
Select Family Office LLC |
Michael |
Mustillo |
Founder & CEO |
(212) 376-6255, Direct: (917) 860-6527 |
(646) 738-8980 |
mike@selectfamilyoffice.com |
info@selectfamilyoffice.com |
757 Third Avenue, 20th Floor |
New York |
NY |
10017 |
United States of America |
North America |
https://www.linkedin.com/in/michael-mustillo-0692055/ |
Real Estate, Philanthropy, Alternative Investments |
2.011 |
|
mike@selectrealtynyc.com |
http://www.selectrealtynyc.com/ |
https://www.selectfamilyoffice.com/ |
Select Family Office is a boutique multi-family office that offers traditional family office services and working together, we provide our income tax, estate planning, and accounting expertise. We also prepare financial statements and income tax returns for U.S. subsidiaries of foreign owned corporations. |
MF |
|
| 127 |
Sentinel Trust Company |
David |
Bristol, Jr. |
Vice Chairman & Principal |
Direct: (713) 529-3729 |
(713) 559-9501 |
dbristol@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/david-bristol-56b69/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Todd |
Burchett |
Chief Investment Officer & Managing Director |
Direct: (713) 529-3729 |
(713) 559-9501 |
tburchett@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/todd-burchett-cfa-frm-caia-586406/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Lissa |
Gangjee |
President & Chief Executive Officer |
Direct: (713) 529-3729 |
(713) 559-9501 |
lgangjee@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/lissa-gangjee-j-d-cfp®-10858a1a/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
|
Sentinel Trust Company |
Katherine |
Rose |
Senior Investment Officer & Vice President |
Direct: (512) 507-1399 |
(713) 559-9501 |
krose@sentineltrust.com |
info@sentineltrust.com |
2001 Kirby Drive, Suite 1200 |
Houston |
TX |
77019 |
United States of America |
North America |
https://www.linkedin.com/in/katherinefrolow/ |
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate, Philanthropy |
1.997 |
$5B |
|
https://www.linkedin.com/company/sentineltrust/ |
https://www.sentineltrust.com/ |
Contrary to popular belief, one need not sacrifice the expertise of an institutional firm for the personal attention of a family office. At Sentinel, you get both. We focus only on very high net worth families. These families have unique needs and unique opportunities that cannot be as well served by firms that lack our focus. Consequently, we have, and expect to have in the future, a far smaller number of clients than most trust and investment firms. Each of our senior officers serves only a small number of clients, so you can expect an exceptional amount of personal attention. |
MF |
|
| 128 |
Seven Post Investment Office, LP |
Chris |
Hurtado |
Principal |
(415) 341-9300 |
(415) 341-9140 |
chris.hurtado@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/chrishurtado/ |
|
1.999 |
$6.9B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients.
We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
MF |
|
|
Seven Post Investment Office, LP |
Charlie |
Wyman |
Managing Director |
(415) 341-9300 |
(415) 341-9140 |
charlie.wyman@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/charliewyman/ |
|
1.999 |
$6.9B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients.
We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
MF |
|
|
Seven Post Investment Office, LP |
Bruce |
Bligh |
Managing Director |
(415) 341-9300 |
(415) 341-9140 |
bruce.bligh@sevenpost.com |
|
One Montgomery Street, Suite 3150 |
San Francisco |
CA |
94104 |
United States of America |
North America |
https://www.linkedin.com/in/bruce-bligh-7911052/ |
|
1.999 |
$6.9B |
|
https://www.linkedin.com/company/seven-post-investment-office-lp/ |
https://www.sevenpost.com/ |
Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients.
We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making.
Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. |
MF |
|
| 129 |
SilverRock Wealth Partners |
Derek |
Copeland |
President & CEO |
(704) 209-4993 |
|
derek@silverrockwealth.com |
|
11325 N Community House Rd., Suite 635 |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/derek-copeland-86b7b85/ |
Professional Athlete, Private Real Estate, Private Equity, Philanthropic Planning, Estate Planning, Tax planning, Stocks and Bonds |
2.017 |
|
|
https://www.linkedin.com/company/silverrock-wealth-partners/ |
http://silverrockwealth.com/ |
SilverRock Wealth Partners is a premier boutique multi-family office located in Charlotte, North Carolina. Our financial advisors work with select individuals and families that we feel share our values which allows us to build long-term relationships. We understand the importance and the responsibility that comes with ensuring your financial future. |
MF |
|
|
SilverRock Wealth Partners |
Chris |
Carpenter |
Private Wealth Advisor |
(704) 209-4993 |
|
chris@silverrockwealth.com |
|
11325 N Community House Rd., Suite 635 |
Charlotte |
NC |
28277 |
United States of America |
North America |
https://www.linkedin.com/in/chris-carpenter-aams-813710121/ |
Professional Athlete, Private Real Estate, Private Equity, Philanthropic Planning, Estate Planning, Tax planning, Stocks and Bonds |
2.017 |
|
|
https://www.linkedin.com/company/silverrock-wealth-partners/ |
http://silverrockwealth.com/ |
SilverRock Wealth Partners is a premier boutique multi-family office located in Charlotte, North Carolina. Our financial advisors work with select individuals and families that we feel share our values which allows us to build long-term relationships. We understand the importance and the responsibility that comes with ensuring your financial future. |
MF |
|
| 130 |
Spielmann Capital |
Omri |
Spielmann |
Investment Analyst & Board Member |
44 208 720-7247 |
|
|
office.london@spielmann-capital.com |
95 Mortimer Street |
London |
|
W1W 7ST |
United Kingdom |
Europe |
https://www.linkedin.com/in/omri-spielmann/ |
Venture Capital, Family Office, Real Estate, Due Diligence |
1.999 |
|
|
https://www.linkedin.com/in/david-spielmann/ |
http://spielmann-capital.com/ |
Spielmann Capital manages individual or pooled assets of the Spielmann family members and their heirs. We organize the holdings and investments of the family and act as a platform to explore further long-term opportunities. We are mainly active within real estate, catering & hospitality industries as well as IT infrastructure. Our businesses also enable us to invest in philanthropic programmes around the world. As a result of governmental anti-Jewish repressions, members of the Spielmann family emigrated from Prussia (Poland) and the Austro-Hungarian Empire to the UK and all over Europe since the early 19th century and we are now based in London and Geneva. |
SF |
|
|
Spielmann Capital |
Daniel |
Spielmann |
Vice President |
44 208 720-7247 |
|
|
office.geneva@spielmann-capital.com |
Chemin Neuf 5 |
Geneva |
|
1207 |
Switzerland |
Europe |
https://www.linkedin.com/in/daniel-levin-spielmann-386b24178/ |
Venture Capital, Family Office, Real Estate, Due Diligence |
1.999 |
|
|
https://www.linkedin.com/company/spielmann-capital/ |
http://spielmann-capital.com/ |
Spielmann Capital manages individual or pooled assets of the Spielmann family members and their heirs. We organize the holdings and investments of the family and act as a platform to explore further long-term opportunities. We are mainly active within real estate, catering & hospitality industries as well as IT infrastructure. Our businesses also enable us to invest in philanthropic programmes around the world. As a result of governmental anti-Jewish repressions, members of the Spielmann family emigrated from Prussia (Poland) and the Austro-Hungarian Empire to the UK and all over Europe since the early 19th century and we are now based in London and Geneva. |
SF |
|
| 131 |
Spm Holding |
Marcos |
Mellao A Lima |
Executive Director |
Office: 55 (11) 5575-0461, Mobile: 55 (11) 99620-5850 |
|
maria.ceciliapereira@yahoo.com.br |
|
R. Dr. Nicolau de Sousa Queirós, 104 - 131 - Vila Mariana |
Sao Paulo |
SP |
04104-000 |
Brazil |
South America |
https://www.linkedin.com/in/marcosmellaoalima/ |
Crypto, Coin, Token, Blockchain |
131 |
|
|
https://www.linkedin.com/in/mariaceciliapereira/ |
|
SPM is a multi-family office that caters to five branches of the C family. Each branch has established its own philanthropic operation with a different focus. |
MF |
|
| 132 |
Summit Investment Management Corp. |
John |
Levitt |
President |
Office: (646) 480-0120, Mobile: (973) 452-5522 |
973-452-5528 |
jlevitt@summit-inv.com |
|
12 Beech Court, Suite 101 |
Chatham |
NJ |
07928 |
United States of America |
North America |
https://www.linkedin.com/in/john-levitt-05b639a/ |
Due Diligence, Tax Planning, Generational Lifestyle Educational Services, Philanthropic |
1.994 |
|
|
http://www.summit-inv.com/family-office-services.html |
http://summit-inv.com/ |
Summit is a Multi-Family Office helping families plan and invest for current and multi-generational needs. Our Family Office Services are distinctly attuned to the wealth preservation and lifestyle management goals of high-net-worth individuals and families, and to our clients’ wealth preservation and lifestyle management goals. |
MF |
|
| 133 |
Sweetwood Family Office |
Jack |
Judah |
Senior Relationship Manager |
972 3 794 0120 |
972 3 643 3423 |
jjudah@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/jack-judah-3aa0649/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
|
Sweetwood Family Office |
Myriam |
Nir |
Portfolio Manager |
972 3 794 0120 |
972 3 643 3423 |
mnir@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/myriam-nir-62a26220/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
|
Sweetwood Family Office |
Michael |
Strumberger |
Senior Relationship Manager |
972 3 794 0120 |
972 3 643 3423 |
michael@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/michael-strumberger-161b19/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
|
Sweetwood Family Office |
Rachel |
Malka |
Financial Analyst |
972 3 794 0120 |
972 3 643 3423 |
rmalka@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/rachel-malka-99077ab0/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
|
Sweetwood Family Office |
Manuel |
Sussholz |
Co-Founder & Managing Director |
972 3 794 0120 |
972 3 643 3423 |
manuel@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/manuel-sussholz-92836113/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
|
Sweetwood Family Office |
Samuel |
Cohen Solal |
Co-Founder & Managing Director |
972 3 794 0120 |
972 3 643 3423 |
scohensolal@sweetwood-capital.com |
info@sweetwood-capital.com |
Yehuda Halevi 23, 28th Floor |
Tel Aviv |
|
6513601 |
Israel |
Asia |
https://www.linkedin.com/in/scohensolal/ |
Private Equity, Israeli Venture Capital Funds, Estate Planning, Investment Education, Philanthropy, Consolidated Reporting, Property Management and Financing, Fixed Income, ETF, Structured Product |
2.011 |
$200M |
|
https://www.linkedin.com/company/sweetwood-capital/ |
https://www.sweetwoodcapital.com/ |
Sweetwood Family Office advises and manages many aspects of our clients’ investment and non-investment related professional and personal needs. Our clientele includes qualified high net-worth individuals, family offices, trusts and foundations. On the investment side, our objective is to maximize risk-adjusted returns and provide consistent cash-flow generation for our clients through direct investments in transparent securities.
Our tailor made portfolios are calibrated to the unique risk profile of each client which can be managed through a discretionary mandate, an advisory structure, or a combination of both. Our clients are not exposed to any counterparty risk through Sweetwood Family Office as their assets are held in custody under their own name at top-tier private banks to which we have a unique access. We further distinguish ourselves by our deep network of external advisors, allied family offices, and investment banks which complement the sourcing and screening of investment opportunities. |
MF |
|
| 134 |
TAO Family Office |
Alon |
Tal |
Managing Partner |
972 54 6606 845 |
|
alon@alpha-tao.com |
info@tao-fo.com |
76 Igal Alon st. |
Tel-aviv |
|
|
Israel |
Asia |
https://www.linkedin.com/in/alon-tal-942956/ |
Startup Investments, Real Estate, Philanthropy, M&A, Mergers and Acquisition |
2.017 |
|
|
http://www.alpha-tao.com/ |
https://tao-fo.com/ |
TAO Family Office is an independent, full service multi- family office, delivering bespoke complex services to highly discerning high net worth individuals.
TAO Family Office is a unique and highly professional organization which offers a broad spectrum of commercial, corporate, and personal services. The skilled team operates with integrity and reliability, enabling our clients to focus on growing their business.
At TAO, our family office team possesses extensive expertise across a variety of disciplines with commitment to the highest standards you would come to expect from a specialist service provider. Our independence means we can evaluate opportunities for clients with complete objectivity.
We are involved in wealth and tax planning, liquidity forecasting, asset allocation and transmission of wealth between generations. TAO Family Office coordinates the relationship between the family and all external advisers. |
MF |
|
|
TAO Family Office |
Tatyana |
Tanchelson |
Managing Partner |
972 54 6606 845 |
|
tanya1582@gmail.com |
info@tao-fo.com |
76 Igal Alon st. |
Tel-aviv |
|
|
Israel |
Asia |
https://www.linkedin.com/in/tatyana-tanchelson-96115416/ |
Startup Investments, Real Estate, Philanthropy, M&A, Mergers and Acquisition |
2.017 |
|
|
http://www.alpha-tao.com/ |
https://tao-fo.com/ |
TAO Family Office is an independent, full service multi- family office, delivering bespoke complex services to highly discerning high net worth individuals.
TAO Family Office is a unique and highly professional organization which offers a broad spectrum of commercial, corporate, and personal services. The skilled team operates with integrity and reliability, enabling our clients to focus on growing their business.
At TAO, our family office team possesses extensive expertise across a variety of disciplines with commitment to the highest standards you would come to expect from a specialist service provider. Our independence means we can evaluate opportunities for clients with complete objectivity.
We are involved in wealth and tax planning, liquidity forecasting, asset allocation and transmission of wealth between generations. TAO Family Office coordinates the relationship between the family and all external advisers. |
MF |
|
| 135 |
Tecity Group (Family Office) |
Jamien |
Lim |
Investment Analyst |
65 6876 9900 |
65 6221 7258 |
jamienlim@gmail.com |
|
1 Wallich Street #15-01, Guoco Tower |
Singapore |
|
078881 |
Singapore |
Asia |
https://www.linkedin.com/in/jamien-lim-b57277a1/ |
|
2.018 |
|
|
http://kimengroup.com/ |
https://www.tecity.com.sg/ |
The Tecity* Group, founded by the late banker and philanthropist Tan Sri (Dr) Tan Chin Tuan, is a single family office firm for his Family and comprises a public-listed arm, Straits Trading Company Limited; an investment arm, Tecity Management; a philanthropic arm, Tan Chin Tuan Foundation (TCTF); and owns the Tan Chin Tuan Mansion, which is used as a "hub" for philanthropic activities, sharing business ideas and mutual learning. The Group manages an active global investment portfolio with a philosophy centred on the principles of our Founder, and prides itself in being a responsible partner, stakeholder and desirable employer. |
SF |
|
| 136 |
The Benida Group, LLC |
Alicia |
Schuyler Oberman |
Foundation Director |
(847) 883-9946 |
(847) 883-9960 |
alicia@tbgfoundations.org |
jmffinfo@tbgfoundations.org |
485 Half Day Road, Suite 200 |
Buffalo Grove |
IL |
60089 |
United States of America |
North America |
|
Banking, Legal, and Philanthropic Affairs |
1.998 |
$1B |
|
Jack Miller Family Foundation - Jack and Goldie Wolfe Miller Fund
https://www.jackmillercenter.org/about-us/our-staff/jack-miller/ |
http://gojmff.org/ |
The Benida Group, a full service single family office of the Jack Miller family. The family office is named after Jack's parents Ben and Ida. |
SF |
|
|
The Benida Group, LLC |
Eric |
Achepohl |
Chief Executive Officer |
(847) 883-8418 |
(847) 883-9808 |
eachepohl@benida.com |
jmffinfo@tbgfoundations.org |
485 Half Day Road, Suite 200 |
Buffalo Grove |
IL |
60089 |
United States of America |
North America |
https://www.linkedin.com/in/eric-achepohl-a685a48/ |
Banking, Legal, and Philanthropic Affairs |
1.998 |
$1B |
|
http://www.benida.com/ |
http://gojmff.org/ |
The Benida Group, a full service single family office of the Jack Miller family. The family office is named after Jack's parents Ben and Ida. |
SF |
|
|
The Benida Group, LLC |
Barbara |
Maiorca |
Relationship Manager |
(847) 883-8421 |
(847) 883-9808 |
snb.maiorca@sbcglobal.net |
jmffinfo@tbgfoundations.org |
485 Half Day Road, Suite 200 |
Buffalo Grove |
IL |
60089 |
United States of America |
North America |
https://www.linkedin.com/in/barbara-maiorca-9458a63/ |
Banking, Legal, and Philanthropic Affairs |
1.998 |
$1B |
|
http://www.benida.com/ |
http://gojmff.org/ |
The Benida Group, a full service single family office of the Jack Miller family. The family office is named after Jack's parents Ben and Ida. |
SF |
|
| 137 |
The Witter Family Office |
Michael |
Witter |
Partner & Co-Founder |
(212) 753-7878 |
|
michael@witter.nyc |
admin@witter.nyc |
135 E 57th St. |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/michael-d-witter/ |
|
2.003 |
|
|
https://michaeldwitter.com/ |
https://witter.nyc/ |
The Witter Family Office consists of two parts. One focuses on wealth generation while the other deals with philanthropic giving. Sherry P. Witter is responsible for the deployment of investment capital and wealth expansion, while Michael D. Witter, Dean Witter’s grandson, spearheads the philanthropy arm. |
SF |
|
|
The Witter Family Office |
Sherry |
Witter |
Managing Partner, Chief Investment Officer & Co-Founder |
(212) 753-7878 |
|
sherry@witter.nyc |
admin@witter.nyc |
135 E 57th St. |
New York |
NY |
10022 |
United States of America |
North America |
https://www.linkedin.com/in/sherrypwitter/ |
|
2.003 |
|
|
https://sherrypwitter.com/ |
https://witter.nyc/ |
The Witter Family Office consists of two parts. One focuses on wealth generation while the other deals with philanthropic giving. Sherry P. Witter is responsible for the deployment of investment capital and wealth expansion, while Michael D. Witter, Dean Witter’s grandson, spearheads the philanthropy arm. |
SF |
|
| 138 |
Thomson Private Wealth |
David |
Ratcliffe |
Financial Planner |
44 207 647-6431 |
44 207 647-6430 |
dave.ratcliffe@sjpp.co.uk |
thomsonwealth@sjpp.co.uk |
116 Brompton Road, Knightsbridge |
London |
|
SW3 1JJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/david-ratcliffe01/ |
|
2.018 |
|
|
https://www.linkedin.com/company/thomson-private-wealth/ |
https://www.thomsonwealth.com/ |
Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations.
We specialise in meeting the wealth management needs of families who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. All our costs and charges are fully transparent and competitive, whilst we believe our performance management is rigorous and industry-beating.
We provide a Multi-Family Office approach which includes a full spectrum of wealth services from investment management through to tax efficient structuring, succession planning, pensions, specialist lending & insurance, philanthropy and access to cash management facilities. |
MF |
|
|
Thomson Private Wealth |
Toby |
Thomson |
Director |
44 786 803-6562 |
44 207 647-6430 |
toby.thomson@sjpp.co.uk |
thomsonwealth@sjpp.co.uk |
116 Brompton Road, Knightsbridge |
London |
|
SW3 1JJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/toby-thomson-96216114/ |
|
2.018 |
|
|
https://www.linkedin.com/company/thomson-private-wealth/ |
https://www.thomsonwealth.com/ |
Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations.
We specialise in meeting the wealth management needs of families who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. All our costs and charges are fully transparent and competitive, whilst we believe our performance management is rigorous and industry-beating.
We provide a Multi-Family Office approach which includes a full spectrum of wealth services from investment management through to tax efficient structuring, succession planning, pensions, specialist lending & insurance, philanthropy and access to cash management facilities. |
MF |
|
|
Thomson Private Wealth |
Fernanda |
Thomson |
Practice Manager |
44 207 647-6432 |
44 207 647-6430 |
fernanda.thomson@sjpp.co.uk |
thomsonwealth@sjpp.co.uk |
116 Brompton Road, Knightsbridge |
London |
|
SW3 1JJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/fernanda-thomson-49b61541/ |
|
2.018 |
|
|
https://www.linkedin.com/company/thomson-private-wealth/ |
https://www.thomsonwealth.com/ |
Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations.
We specialise in meeting the wealth management needs of families who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. All our costs and charges are fully transparent and competitive, whilst we believe our performance management is rigorous and industry-beating.
We provide a Multi-Family Office approach which includes a full spectrum of wealth services from investment management through to tax efficient structuring, succession planning, pensions, specialist lending & insurance, philanthropy and access to cash management facilities. |
MF |
|
|
Thomson Private Wealth |
Ruth |
Careaga |
Paraplanner |
44 207 647-6432 |
44 207 647-6430 |
ruth.careaga@sjpp.co.uk |
thomsonwealth@sjpp.co.uk |
116 Brompton Road, Knightsbridge |
London |
|
SW3 1JJ |
United Kingdom |
Europe |
https://www.linkedin.com/in/ruth-careaga-56aaa3190/ |
|
2.018 |
|
|
https://www.linkedin.com/company/thomson-private-wealth/ |
https://www.thomsonwealth.com/ |
Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations.
We specialise in meeting the wealth management needs of families who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. All our costs and charges are fully transparent and competitive, whilst we believe our performance management is rigorous and industry-beating.
We provide a Multi-Family Office approach which includes a full spectrum of wealth services from investment management through to tax efficient structuring, succession planning, pensions, specialist lending & insurance, philanthropy and access to cash management facilities. |
MF |
|
| 139 |
Timonier Family Office, Ltd. |
Janice |
French |
Wealth Planning Advisor |
(336) 725-5010 |
(336) 725-5002 |
janice@timonier.com |
|
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/janice-french-627ba113/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
Charleston, South Carolina Office:
197-B King Street
Charleston, SC 29401
Phone: (843) 633-1710 |
|
Timonier Family Office, Ltd. |
Tim |
Baker |
CIMA, President & CEO |
(336) 725-5010 |
(336) 725-5002 |
tim@timonier.com |
|
121-B Reynolda Village |
Winston-Salem |
NC |
27106 |
United States of America |
North America |
https://www.linkedin.com/in/tim-l-baker-cima-gfs-43681114/ |
Private Equity, Real Estate, Hedge Funds, Real Estate, Philanthropy |
1.997 |
$126M |
|
https://www.linkedin.com/company/timonier-family-office-ltd-/ |
https://www.timonier.com/ |
Timonier is a multi-family office offering fee only advice to HNW families and retirement plans with a collaborative team of seasoned advisors. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates. |
MF |
Charleston, South Carolina Office:
197-B King Street
Charleston, SC 29401
Phone: (843) 633-1710 |
| 140 |
Tribeca Group Inc. |
Joseph |
Kushner |
Investor |
|
|
joseph@tribecagroup.com |
|
|
New York |
NY |
|
United States of America |
North America |
https://www.linkedin.com/in/joseph-kushner-110435a/ |
Internet, Analytics, Media, Impact, Philanthropy, FinTech, Financial Technology, Venture Capital |
|
|
joseph@ampathy.com, info@tribecagroup.com |
https://angel.co/p/joseph-kushner |
http://www.tribecagroup.com/ |
Single family office firm |
SF |
|
| 141 |
Veddis |
Vikrant |
Bhargava |
Founder & Principal |
44 772 486-7035 |
|
vikrant@veddis.com |
info@veddis.com |
30 St. George Street, Mayfair |
London |
|
W1S 2FH |
United Kingdom |
Europe |
https://www.linkedin.com/in/vikrant-bhargava-4b72002/ |
Alternative Investments |
2.006 |
|
|
https://www.linkedin.com/company/veddis/ |
http://veddis.com/ |
Veddis is a single family office and investment advisory firm that seeks to create value through sourcing tailored investment decisions that meet the right criteria of asset class, risk profile, and geography. This sophisticated planning process provides our clients access to global investment vehicles free from bias, and has culminated in a longstanding record of superior returns. As a truly independent company, every decision we make is solely with the investors’ interests in mind. Veddis was founded by Vikrant Bhargava known for our business, finance and real estate investment and our evidence-driven philanthropy. |
SF |
|
|
Veddis |
Nainish |
Bapna |
Investments & Portfolio Management |
44 772 486-7035 |
|
nainish@veddis.com |
info@veddis.com |
30 St. George Street, Mayfair |
London |
|
W1S 2FH |
United Kingdom |
Europe |
https://www.linkedin.com/in/nainishb/ |
Alternative Investments |
2.006 |
|
|
https://www.linkedin.com/company/veddis/ |
http://veddis.com/ |
Veddis is a single family office and investment advisory firm that seeks to create value through sourcing tailored investment decisions that meet the right criteria of asset class, risk profile, and geography. This sophisticated planning process provides our clients access to global investment vehicles free from bias, and has culminated in a longstanding record of superior returns. As a truly independent company, every decision we make is solely with the investors’ interests in mind. Veddis was founded by Vikrant Bhargava known for our business, finance and real estate investment and our evidence-driven philanthropy. |
SF |
|
| 142 |
Viewpoint Group |
Kari |
Lancaster |
Administrative Assistant |
(844) 393-8465 |
|
klancaster@viewpointgroup.ca |
info@viewpointgroup.ca |
#4301, 400 3rd Avenue S.W. |
Calgary |
AB |
T2P 4H2 |
Canada |
North America |
https://www.linkedin.com/in/kari-lancaster-8b4815b0/ |
Private Equity, Hedge Funds, Venture Capital, Healthcare, Energy |
1.998 |
|
|
https://www.linkedin.com/company/viewpointgroup/ |
https://viewpointgroup.ca/ |
Viewpoint Group, a single-family office also based in Calgary, involved in the responsible stewardship of capital, transformational philanthropic initiatives, and research and thought leadership in advanced corporate governance and leadership practices. Originally created out the need to support the Van Wielingen family and their capital, the organization has evolved to consist of four primary areas: Viewpoint Family Office, Viewpoint Foundation, Viewpoint Research and Viewpoint Investment Partners. |
SF |
|
|
Viewpoint Group |
Rob |
Van Wielingen |
President & Managing Partner |
(844) 393-8465 |
|
rvanwielingen@viewpointgroup.ca |
info@viewpointgroup.ca |
#4301, 400 3rd Avenue S.W. |
Calgary |
AB |
T2P 4H2 |
Canada |
North America |
https://www.linkedin.com/in/rvanwielingen/ |
Private Equity, Hedge Funds, Venture Capital, Healthcare, Energy |
1.998 |
|
|
https://www.linkedin.com/company/viewpointgroup/ |
https://viewpointgroup.ca/ |
Viewpoint Group, a single-family office also based in Calgary, involved in the responsible stewardship of capital, transformational philanthropic initiatives, and research and thought leadership in advanced corporate governance and leadership practices. Originally created out the need to support the Van Wielingen family and their capital, the organization has evolved to consist of four primary areas: Viewpoint Family Office, Viewpoint Foundation, Viewpoint Research and Viewpoint Investment Partners. |
SF |
|
|
Viewpoint Group |
Mac |
Van Wielingen |
Founder & President |
(844) 393-8465 |
|
mvanwielingen@arcfinancial.com |
info@viewpointgroup.ca |
#4301, 400 3rd Avenue S.W. |
Calgary |
AB |
T2P 4H2 |
Canada |
North America |
|
Private Equity, Hedge Funds, Venture Capital, Healthcare, Energy |
1.998 |
|
|
https://www.linkedin.com/company/viewpointgroup/ |
https://viewpointgroup.ca/ |
Viewpoint Group, a single-family office also based in Calgary, involved in the responsible stewardship of capital, transformational philanthropic initiatives, and research and thought leadership in advanced corporate governance and leadership practices. Originally created out the need to support the Van Wielingen family and their capital, the organization has evolved to consist of four primary areas: Viewpoint Family Office, Viewpoint Foundation, Viewpoint Research and Viewpoint Investment Partners. |
SF |
|
| 143 |
Vulcan Capital |
Stuart |
Nagae |
Director, Venture Capital |
(206) 342-2000 |
(206) 342-3000 |
stuart.nagae@vulcan.com |
vulcancapital@vulcan.com |
505 5th Ave S., Suite 900 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/stuart-nagae-553a2b9b/ |
Private Equity, Venture Capital, Real Estate, Technology, Software, Computer |
|
|
|
https://vulcan.com/ |
https://capital.vulcan.com/ |
Vulcan Capital, a Washington-based single family office for the Microsoft co-founder and philanthropist Paul G. Allen. |
SF |
|
|
Vulcan Capital |
YB |
Choi |
Director, Venture Capital |
(206) 342-2000 |
(206) 342-3000 |
yb.choi@vulcan.com |
vulcancapital@vulcan.com |
505 5th Ave S., Suite 900 |
Seattle |
WA |
98104 |
United States of America |
North America |
https://www.linkedin.com/in/yongbaichoi/ |
Private Equity, Venture Capital, Real Estate, Technology, Software, Computer |
|
|
|
https://www.linkedin.com/company/vulcan-inc./ |
https://capital.vulcan.com/ |
Vulcan Capital, a Washington-based single family office for the Microsoft co-founder and philanthropist Paul G. Allen. |
SF |
|
|
Vulcan Capital |
Rafael |
Costa |
Partner - Growth Equity |
(650) 329-5920 |
(650) 323-3803 |
rafaelc@vulcan.com |
vulcancapital@vulcan.com |
435 Tasso St., Suite 210 |
Palo Alto |
CA |
94301 |
United States of America |
North America |
https://www.linkedin.com/in/rafael-costa-61bb479/ |
Private Equity, Venture Capital, Real Estate, Technology, Software, Computer |
|
|
|
https://www.linkedin.com/company/vulcan-inc./ |
https://capital.vulcan.com/ |
Vulcan Capital, a Washington-based single family office for the Microsoft co-founder and philanthropist Paul G. Allen. |
SF |
|
| 144 |
Wah Hin & Company Pte Ltd |
Arthur |
Tan |
Chief Financial Officer |
65 6645 9242 |
65 6536 1511 |
arthur.tmt@gmail.com |
|
One Raffles Place, #51-00 |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/arthur-tan-9b1a3319/ |
Private Equity, Special Situations, Venture Capital, Hedge Funds, Fixed Income Credit, Real Estate |
1.929 |
|
|
https://www.linkedin.com/company/wah-hin/ |
https://www.wah-hin.com/ |
WH is the Lien Family Office, an investment company founded in 1929 by the late Dr Lien Ying Chow, an eminent business leader, banker and hotelier, community leader, diplomat and philanthropist. WH is partially owned by the Lien Foundation, the Lien Family’s philanthropic arm. WH is a substantial shareholder of United Overseas Bank, and is a long term global asset collector, with investments in public and private equity, special situations, venture capital, hedge funds and fixed income credit. WH actively develops its people, and regularly deepens its capabilities with new talent to support its long term investment mandate. |
SF |
|
|
Wah Hin & Company Pte Ltd |
Kenny |
Chua |
Vice President |
65 9436 8636 |
65 6536 1511 |
kennychua86@gmail.com |
|
One Raffles Place, #51-00 |
Singapore |
|
048616 |
Singapore |
Asia |
https://www.linkedin.com/in/kennychua86/ |
Private Equity, Special Situations, Venture Capital, Hedge Funds, Fixed Income Credit, Real Estate |
1.929 |
|
|
https://www.linkedin.com/company/wah-hin/ |
https://www.wah-hin.com/ |
WH is the Lien Family Office, an investment company founded in 1929 by the late Dr Lien Ying Chow, an eminent business leader, banker and hotelier, community leader, diplomat and philanthropist. WH is partially owned by the Lien Foundation, the Lien Family’s philanthropic arm. WH is a substantial shareholder of United Overseas Bank, and is a long term global asset collector, with investments in public and private equity, special situations, venture capital, hedge funds and fixed income credit. WH actively develops its people, and regularly deepens its capabilities with new talent to support its long term investment mandate. |
SF |
|
| 145 |
Walton Enterprises LLC |
Adam |
Lefkowitz |
Investment Director |
Direct: (720) 815-6265 |
|
adam@lefthandadvisors.com |
info@wffmail.com |
P.O. Box 2030 |
Bentonville |
AR |
72712 |
United States of America |
North America |
https://www.linkedin.com/in/adam-lefkowitz/ |
Family Office, Accounting, Human Resources, Property Management, Information Technology, Legal, Investments, Trusts, Real Estate, Community Development, Tax Accounting, Urban Development, Holding Company, Philanthropy, and Administrative Services |
1.983 |
|
|
https://www.facebook.com/LeftHandAdvisors/ |
https://www.waltonfamilyfoundation.org/ |
Walton Enterprises LLC is the family office that serves the personal and business needs of the family of Sam and Helen Walton. Our primary mission is to enable all Walton family members to reach their personal, philanthropic and business aspirations. The services provided to the Walton family and their related entities include treasury, financial/accounting, tax, and personal administrative services. Additionally, investment, legal, risk management/insurance, IT, human resources and facilities management services are provided to family clients, their affiliated entities, and enterprises through our office or external resources overseen by our office. |
SF |
|
|
Walton Enterprises LLC |
Brad |
Sikorski |
Chief Financial Officer |
(479) 464-1570 |
|
brad.sikorski@wal-mart.com |
info@wffmail.com |
P.O. Box 2030 |
Bentonville |
AR |
72712 |
United States of America |
North America |
https://www.linkedin.com/in/brad-sikorski-89484a/ |
Family Office, Accounting, Human Resources, Property Management, Information Technology, Legal, Investments, Trusts, Real Estate, Community Development, Tax Accounting, Urban Development, Holding Company, Philanthropy, and Administrative Services |
1.983 |
|
brad.sikorski@walmart.com |
https://www.linkedin.com/company/walton-enterprises-llc/ |
https://www.waltonfamilyfoundation.org/ |
Walton Enterprises LLC is the family office that serves the personal and business needs of the family of Sam and Helen Walton. Our primary mission is to enable all Walton family members to reach their personal, philanthropic and business aspirations. The services provided to the Walton family and their related entities include treasury, financial/accounting, tax, and personal administrative services. Additionally, investment, legal, risk management/insurance, IT, human resources and facilities management services are provided to family clients, their affiliated entities, and enterprises through our office or external resources overseen by our office. |
SF |
|
| 146 |
Wartenberg Trust |
Markus |
Bayern |
Senior Executive |
358 942 551 311 |
|
grafwartenberg@yahoo.com |
administration@wartenbergtrust.com |
Boulevard Des Moulins |
Monte Carlo |
|
98000 |
Monaco |
Europe |
https://www.linkedin.com/in/markus-b-42936323/ |
Philanthropy & Sustainable, Impact Investing |
1.921 |
$8B |
legal@wartenbergtrust.com |
https://www.linkedin.com/company/wartenberg-trust/ |
http://www.wartenbergtrust.com/ |
Wartenberg Trust is a global multi-family office, which serves a small number of ultra-high-net-worth individuals and families. Through our investment arm, we offer a range of bespoke investment strategies and strive to protect the unique legacies of our clients from around the globe. |
MF |
|
| 147 |
Wealth Solutions, EAFI |
Jorge |
Coca |
Managing Partner |
34 915 613 420 |
34 915 613 514 |
jorge.coca@wealthsolutions.es |
info@wealthsolutions.es |
C/ Miguel Angel, 21 - Pl. 6ª. |
Madrid |
|
28010 |
Spain |
Europe |
https://www.linkedin.com/in/jorgecoca/ |
Private Wealth Management, Family Estate Management, Family Office, Independent Consulting, Financial Planning, Asset Management, and Philanthropy |
2.001 |
|
jorge.coca@etfmatic.com |
https://etfmatic.com/team
https://twitter.com/jorgecoca
https://www.linkedin.com/company-beta/1049004/ |
https://wealthsolutions.com/ |
Wealth Solutions EAFI, a Multi-Family Office helping families to sustain their wealth across generations. |
MF |
34 937 425 065 |
| 148 |
Wellspring Financial Advisors |
Michael |
Novak |
Managing Director |
(216) 367-0680 Ext. 1007 |
(216) 367-0690 |
mnovak@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5900 Landerbrook Drive, Suite 100 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/michael-novak-3892945/ |
Multi-family Office, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent multi-family office engaged in personal wealth management. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and family meeting and education services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs. |
MF |
|
|
Wellspring Financial Advisors |
Rich |
Turgeon |
Director |
(216) 367-0680 Ext. 1116 |
(216) 367-0690 |
rturgeon@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5900 Landerbrook Drive, Suite 100 |
Cleveland |
OH |
44124 |
United States of America |
North America |
|
Multi-family Office, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent multi-family office engaged in personal wealth management. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and family meeting and education services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs. |
MF |
|
|
Wellspring Financial Advisors |
Laura |
Capuozzo |
Director of Operations |
(216) 367-0680 Ext. 1111 |
(216) 367-0690 |
lcapuozzo@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5900 Landerbrook Drive, Suite 100 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/laura-capuozzo-98ba5b46/ |
Multi-family Office, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent multi-family office engaged in personal wealth management. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and family meeting and education services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs. |
MF |
|
|
Wellspring Financial Advisors |
Hedy |
Demsey |
Director |
(216) 367-0680 Ext. 1010 |
(216) 367-0690 |
hdemsey@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5900 Landerbrook Drive, Suite 100 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/hedy-demsey-64923525/ |
Multi-family Office, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent multi-family office engaged in personal wealth management. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and family meeting and education services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs. |
MF |
|
|
Wellspring Financial Advisors |
Scott |
Swartz |
Counsel and Director |
(216) 367-0680 Ext. 1022 |
(216) 367-0690 |
sswartz@wellspringadvisorsllc.com |
info@wellspringadvisorsllc.com |
5900 Landerbrook Drive, Suite 100 |
Cleveland |
OH |
44124 |
United States of America |
North America |
https://www.linkedin.com/in/scott-swartz-a016797/ |
Multi-family Office, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
2.007 |
|
|
https://www.linkedin.com/company/wellspring-financial-advisors-llc/ |
https://www.wellspringadvisorsllc.com/ |
Wellspring is an independent multi-family office engaged in personal wealth management. We offer holistic financial services to high net worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and family meeting and education services. At Wellspring, we provide a comprehensive suite of personalized services that cover our clients’ financial and non-financial needs. |
MF |
|
| 149 |
WHE Family Office |
Elaine |
Foo |
Co-Founder & Partner |
65 6982 7133 |
65 6982 7132 |
|
|
3 Killiney Road, #07-05, Winsland House 1 |
Singapore |
|
239519 |
Singapore |
Asia |
https://www.linkedin.com/in/符梅蓮-elaine-foo-374751100/ |
|
|
|
info@newdimensionscapital.com |
https://www.newdimensionscapital.com/about.php |
https://www.linkedin.com/company/whe-family-office/ |
WHE Family Office, a single family office, which focuses on impact investing and philanthropy. |
SF |
|
| 150 |
Willett Advisors LLC |
Brad |
Briner |
Director of Real Assets |
(212) 205-0100 |
|
bbriner@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/brad-briner-7034b2/ |
Public equity markets, real assets focusing on oil and natural gas |
2.010 |
$2.5B |
|
|
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
|
Willett Advisors LLC |
Binu |
George |
Director, Head of Investment Manager Diligence |
(212) 205-0100 |
|
bgeorge@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/binugeorge/ |
Public equity markets, real assets focusing on oil and natural gas |
2.010 |
$2.5B |
|
https://twitter.com/binugeorgej |
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
|
Willett Advisors LLC |
Steven |
Rattner |
Advisor & Chairman |
(212) 205-0100 |
|
srattner@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/srattner/ |
Public equity markets, real assets focusing on oil and natural gas |
2.010 |
$2.5B |
|
|
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
|
Willett Advisors LLC |
Sherry |
Lin |
Managing Director |
(212) 205-0100 |
|
slin@willettadvisors.com |
info@willettadvisors.com |
25 East 78th Street |
New York |
NY |
10075 |
United States of America |
North America |
https://www.linkedin.com/in/sherry-lin-3904331/ |
Public equity markets, real assets focusing on oil and natural gas |
2.010 |
$2.5B |
|
|
https://www.willettadvisors.com/ |
Willett Advisors, Michael Bloomberg's single-family office. Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm has its headquarters in New York. |
SF |
|
| 151 |
William Harris Investors, Inc. |
Jack |
Polsky |
President |
(312) 621-0590 |
|
jpolsky@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/jack-polsky-3699303a/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.975 |
|
|
|
https://www.whi.com/ |
WHI is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family.
WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. |
SF |
|
|
William Harris Investors, Inc. |
Adam |
Langsam |
CEO & COO |
(312) 621-0590 |
|
alangsam@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/adam-langsam-0116b314/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.975 |
|
|
|
https://www.whi.com/ |
WHI is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family.
WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. |
SF |
|
|
William Harris Investors, Inc. |
Marc |
Bassewitz |
Vice President & General Counsel |
(312) 621-0590 |
|
mbassewitz@whi.com |
|
191 N. Wacker Drive, Suite 1500 |
Chicago |
IL |
60606 |
United States of America |
North America |
https://www.linkedin.com/in/marcbassewitz/ |
Public and Private Equities, Fixed Income, Venture Capital, Hedge Funds, Real Estate |
1.975 |
|
|
|
https://www.whi.com/ |
WHI is a privately owned investment and wealth management firm that serves as the family office for the Irving B. Harris family. Founded in 1976 by Irving B. Harris to manage his own family's capital, WHI today provides investment and wealth management services to four generations of the Harris family.
WHI's overall investment goal is to achieve attractive long-term, risk-adjusted returns while protecting capital during volatile markets. We invest in a broad array of strategies, including public and private equities, fixed income, venture capital, hedge funds and real estate. WHI also provides the family a broad range of professional and wealth management services, including financial and estate planning, trust services, cash management, accounting and administrative services, tax preparation, and a variety of philanthropic services. In addition, our affiliate WHI Trust Company, LLC provides trustee and trust administration and other services for Harris family trusts and a select group of other clients. |
SF |
|
| 152 |
Wynnes Family Office |
Carol |
Seah |
Founder & CEO |
65 6846 1686 |
65 6742 2197 |
carol@wynnes.com.sg |
|
10 Ubi Crescent #06-75 Ubi |
Techpark |
|
S408564 |
Singapore |
Asia |
https://www.linkedin.com/in/carolseahwynnes/ |
Fund Investments |
1.998 |
|
connect@wynnes.com.sg |
https://wynnes.com.sg/ |
|
Wynnes Family Office is a multi-family office based in Singapore City, Singapore. Established in 1988, the firm offers family wealth management services assisting individuals & family business owners in single and multi-generational wealth including financial advisory, family office consulting, planning, family philanthropy, and family capital development. The assets of the firm are managed by the executive management team. |
MF |
|
| 153 |
Zen Capital Partners, LLC |
S. Brian |
Mukherjee |
Managing Partner |
(650) 530-0204 |
|
brian@zencp.com |
info@zencp.com |
512 Chestnut Street #273 |
Winnetka |
IL |
60093 |
United States of America |
North America |
https://www.linkedin.com/in/brianmukherjee/ |
Real Estate, Technology Startups, Select Venture Capital, Private Equity Funds |
2.009 |
|
info@harmonic.pe |
https://www.linkedin.com/company/zencp/ |
http://www.zencp.com/ |
Zen Capital Partners is a single-family office that invests in real estate, technology startups, and select venture capital and private equity funds. The office also runs an educational philanthropy that provides grants to first-generation, low-income college students to transfer from community to four-year colleges. |
SF |
|