| # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Fax Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | Alma Mater | LinkedIn Profile | Company's Areas of Investments/Interest | Year Founded | AUM | Secondary Email | Additional Company/Contact Information | Website | About Company | MF/SF | New Office |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (qp) global family offices | Peter | Pauley | Chief Executive Officer | ppauley35@gmail.com | info@qp-global.com | 150 East 52nd St., Suite 1001 | New York | NY | 10022 | United States of America | North America | Duke University | https://www.linkedin.com/in/peterpauley/ | Private Equity, Real Estate | 2.017 | https://www.linkedin.com/company/qp-global-family-offices/ | https://qp-global.com/ | (qp) global is a boutique professional services firm located in Greenwich, CT focused exclusively on managing the single-family offices, wealth, investments, and family affairs of a small collection of substantial families from around the globe. We have one simple mission, to serve families in the capacity they see as most appropriate and beneficial. Our unique business model, designed intentionally to maximize the benefits to our families and not to our own bottom line, has us devote significant time to each of the families we serve. With this singular focus, (qp) has assembled a cohesive team of senior professionals with deep experience building and running sophisticated single-family offices. Our team is of sufficient size and senior leadership to provide the level of service to meet all the needs of a family, at all times, and across all challenges. Inside our team are investors from the buyside, trained by some of the best investors from this generation. | MF | |||||
| 2 | 1875 Finance SA | Aksel | Azrac | Co-Founder, Partner & Head of the Multi-Family Office | 41 225 951 875 | 41 225 951 800 | aazrac@1875.ch | info@1875.ch | 40, rue du 31 Décembre | Geneva | CH-1207 | Switzerland | Europe | Private Equity, Real Estate | 2.006 | CHF 9B | https://1875.ch/areas-of-expertise/multi-family-office/philosophy/ | https://1875.ch/ | 1875 FINANCE is an independent Asset Manager for private and institutional clients, and is a leading Multi-Family Office in Switzerland and Europe. Based on years of experience servicing the most prestigious UHNW families, 1875 FINANCE has acquired a unique know-how in building and transmitting capital for future generations. | MF | |||||
| 1875 Finance SA | Olivier | Bizon | Vice Chairman of the Board of Directors & Managing Partner | 41 225 951 875 | 41 225 951 800 | obizon@1875.ch | info@1875.ch | 40, rue du 31 Décembre | Geneva | CH-1207 | Switzerland | Europe | Private Equity, Real Estate | 2.006 | CHF 9B | https://1875.ch/areas-of-expertise/multi-family-office/philosophy/ | https://1875.ch/ | 1875 FINANCE is an independent Asset Manager for private and institutional clients, and is a leading Multi-Family Office in Switzerland and Europe. Based on years of experience servicing the most prestigious UHNW families, 1875 FINANCE has acquired a unique know-how in building and transmitting capital for future generations. | MF | ||||||
| 1875 Finance SA | Pascal | Vulliet | Director, in charge of private clients | 41 225 951 875 | 41 225 951 800 | pvulliet@1875.ch | info@1875.ch | 40, rue du 31 Décembre | Geneva | CH-1207 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/pascal-v-71a2b538/ | Private Equity, Real Estate | 2.006 | CHF 9B | https://1875.ch/areas-of-expertise/multi-family-office/philosophy/ | https://1875.ch/ | 1875 FINANCE is an independent Asset Manager for private and institutional clients, and is a leading Multi-Family Office in Switzerland and Europe. Based on years of experience servicing the most prestigious UHNW families, 1875 FINANCE has acquired a unique know-how in building and transmitting capital for future generations. | MF | ||||
| 1875 Finance SA | Paul | Kohler | Senior Partner and Head of asset management | 41 225 951 875 | 41 225 951 800 | pkohler@1875.ch | info@1875.ch | 40, rue du 31 Décembre | Geneva | CH-1207 | Switzerland | Europe | https://www.linkedin.com/in/paul-kohler-b74b517b/ | Private Equity, Real Estate | 2.006 | CHF 9B | https://1875.ch/areas-of-expertise/multi-family-office/philosophy/ | https://1875.ch/ | 1875 FINANCE is an independent Asset Manager for private and institutional clients, and is a leading Multi-Family Office in Switzerland and Europe. Based on years of experience servicing the most prestigious UHNW families, 1875 FINANCE has acquired a unique know-how in building and transmitting capital for future generations. | MF | |||||
| 3 | 2M Companies LLC | Chris | Bates | Controller | (214) 443-2000 | (214) 443-2020 | chris@2m.com | 4441 Buena Vista St. | Dallas | TX | 75205-4118 | United States of America | North America | Texas Tech University - Rawls College of Business | https://www.linkedin.com/in/chris-bates-91847840/ | Energy, Private Equity, Venture Capital, Charitable Foundation, Real Estate, Manufacturing, Technology, Healthcare, Financial Services | 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 | Ian | Trumpower | President & Chief Investment Officer | (214) 443-2000 | (214) 443-2020 | ian@2m.com | 4441 Buena Vista St. | Dallas | TX | 75205-4118 | United States of America | North America | University of Illinois Chicago | https://www.linkedin.com/in/iantrumpower/ | Energy, Private Equity, Venture Capital, Charitable Foundation, Real Estate, Manufacturing, Technology, Healthcare, Financial Services | 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 | ||||
| 4 | 3S Invest AS | Jon | David Haugse | Founder & CEO | jdh@3sinvest.no | info@3sinvest.no | Bygdøy Allé 2 | Oslo | 0257 | Norway | Europe | Royal Norwegian Naval Academy | https://www.linkedin.com/in/jon-david-haugse-b463464/ | Equities, Hedge Funds, Real Estate, Private Equity | 2.017 | https://3sinvest.no/ | 3S Invest is a "family office" for three, cooperating investment companies. Our portfolios are diversified and consist mainly of investments in mutual funds, real estate and private equity. In addition to the financial portfolio, we are looking for investment opportunities in companies and projects where we can add value as an active owner. | MF | |||||||
| 5 | 47 Capital AG | Gero | Bauknecht | President | 41 555 110 447 | contact@47-capital.com | Samstagernstrasse 41 | Wollerau | 8832 | Switzerland | Europe | Universität Tübingen / Universität Hambur | https://www.linkedin.com/in/gerobauknecht/ | Long Only Funds, Hedge Funds, Private Equity Funds, Real Estate | 2.022 | contact@bauknecht-capital.com | https://www.bauknecht-capital.com/ | https://www.47-capital.com/ | 47 Capital AG, based in Wollerau (Switzerland), is the alternative single-family office for a small select number of families. Alternative, because 47 Capital AG is like the own family office for its clients, as Gero Bauknecht and Alexander Sinn. | SF | |||||
| 6 | 4S Bay Partners LLC | Jessica | Sarowitz | Managing Partner | jpsarowitz@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | DePaul University | https://www.linkedin.com/in/jessica-p-sarowitz-48ba59142/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | info@withthislight.com, info@mirafloresfilms.com | https://mirafloresfilms.com/ https://www.withthislight.com/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | |||||
| 4S Bay Partners LLC | Brooke | Denham | Executive Assistant | bdenham@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | Grand Valley State University | https://www.linkedin.com/in/brooke-denham-9333405b/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | |||||||
| 4S Bay Partners LLC | Rashid | Malik | Acting Chief Investment Officer | rmalik@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | Saint Louis University | https://www.linkedin.com/in/rashid-malik-cfa-83a51a8/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | bee.free2@gmail.com | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | ||||||
| 4S Bay Partners LLC | Passion | Johnson | Investment Analyst | pjohnson@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | Central State University | https://www.linkedin.com/in/passion-johnson-b26357209/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | |||||||
| 4S Bay Partners LLC | Emily | Green | COO & Legal Counsel | egreen@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | University of Illinois Urbana-Champaign | https://www.linkedin.com/in/emily-green-9b15a41/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | |||||||
| 4S Bay Partners LLC | Ananya | Chatterjee | VC Impact Investment Professional | achatterjee@4sbay.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/ananyachatterjee/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | |||||||
| 4S Bay Partners LLC | Pratap | Kotabagi | Investment Analyst | Diret: (217) 904-2945 | kotabagi20@gmail.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | Gies College of Business - University of Illinois Urbana-Champaign | https://www.linkedin.com/in/pratap-kotabagi/ | Real Estate, Property Real Estate, Health and Wellness, Public and Private Equity, Venture Capital Fund, Hedge Fund, Mutual Funds, Alternative Investments, Fil, Entertainment | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | https://4sbay.com/ | 4S Bay Partners is a single-family office that strives to eliminate prejudice and the inequities of our society. We partner with community to create economic opportunities and amplify storytelling of, for, and about marginalized communities. We achieve our mission by deploying creative private capital investments. | SF | ||||||
| 4S Bay Partners LLC | Rashid | Malik | Director of Investments | bee.free2@gmail.com | 1849 Green Bay Road, Suite 280 | Highland Park | IL | 60035 | United States of America | North America | Saint Louis University | https://www.linkedin.com/in/rashid-malik-cfa-83a51a8/ | Information Technology, IT, Venture Capital, Private Equity, Real Estate | 2.015 | https://www.linkedin.com/company/4s-bay-partners-llc/ | 4S Bay is a single-family office that strives to eliminate prejudice and the inequities of our society. 4S Bay partners with community to create economic opportunities and amplify storytelling of, for and about marginalized communities. 4S Bay achieves its mission by deploying creative private capital investments. | SF | ||||||||
| 7 | 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 | University of Adelaide | 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 | Monash University | 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 | |||||
| 8 | 512 Asset Management, LLC | Jordan | Scott | President | jordan@reissa.org | 3300 Bee Cave Rd., Suite 650-1182 | Austin | TX | 78746 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/mjordanscott/ | Real Estate | 2.016 | https://www.linkedin.com/company/512assetmgmt/ https://reissa.org/people/jordan-scott/ | http://www.512assetmanagement.com/ | 512 Asset Management is a single family office and an active investor in real estate projects in Austin, Texas. We are eager to participate in this development project as a Limited Partner and are prepared to provide up to $2,000,000 in equity financing. | SF | ||||||
| 9 | 81 Società di Consulenza Finanziaria Family Office spa | Andrea | Dal Bellin Peruffo | Administrator | 39 444 546 662 | 39 444 545 773 | info@81scf.com | Palazzo Piovene – Leoni, Contrà San Faustino 17 | Vicenza | 36100 | Italy | Europe | Università degli Studi di Verona | https://www.linkedin.com/in/andrea-dal-bellin-peruffo-598bb014/ | 2.006 | https://www.81scf.com/ | 81 Family Office has been operating since 2006, the first Family Office in Vicenza, for the needs of a family of entrepreneurs, who required an independent, professional and personalized evaluation of their assets. Over the years, independent planning and evaluation has been the key to its success: Clients, who have relied on the experience and expertise of the 81 Family Office professionals, were and are looking for a true relationship trustee and customized solutions. As part of the independent financial consultancy, the company promoted meetings at Foundations and Universities, aimed at deepening the dynamics of the financial markets, the protection and growth of assets. The main objective of the company is the evaluation, protection, conservation and increase of the assets of private and institutional subjects. 81 Family Office acts in total independence and in the absolute absence of conflicts of interest. Its main areas of intervention are the following: financial, fiscal, industrial, real estate and generational planning. | MF | |||||||
| 81 Società di Consulenza Finanziaria Family Office spa | Andrea | Giuseppe Dal Bellin Peruffo | Chief Executive Officer | 39 444 546 662 | 39 444 545 773 | info@81scf.com | Palazzo Piovene – Leoni, Contrà San Faustino 17 | Vicenza | 36100 | Italy | Europe | Università degli Studi di Verona | https://www.linkedin.com/in/andrea-giuseppe-dal-bellin-peruffo-ab9889a9/ | 2.006 | https://www.81scf.com/ | 81 Family Office has been operating since 2006, the first Family Office in Vicenza, for the needs of a family of entrepreneurs, who required an independent, professional and personalized evaluation of their assets. Over the years, independent planning and evaluation has been the key to its success: Clients, who have relied on the experience and expertise of the 81 Family Office professionals, were and are looking for a true relationship trustee and customized solutions. As part of the independent financial consultancy, the company promoted meetings at Foundations and Universities, aimed at deepening the dynamics of the financial markets, the protection and growth of assets. The main objective of the company is the evaluation, protection, conservation and increase of the assets of private and institutional subjects. 81 Family Office acts in total independence and in the absolute absence of conflicts of interest. Its main areas of intervention are the following: financial, fiscal, industrial, real estate and generational planning. | MF | ||||||||
| 81 Società di Consulenza Finanziaria Family Office spa | Matteo | Cavalcante | Director | Mobile: 39 3 351 216 903 | 39 444 545 773 | m.cavalcante@81scf.com | info@81scf.com | Palazzo Piovene – Leoni, Contrà San Faustino 17 | Vicenza | 36100 | Italy | Europe | Alma Mater Studiorum – Università di Bologna | https://www.linkedin.com/in/matteo-cavalcante-7a06a41b6/ | 2.006 | https://www.81scf.com/ | 81 Family Office has been operating since 2006, the first Family Office in Vicenza, for the needs of a family of entrepreneurs, who required an independent, professional and personalized evaluation of their assets. Over the years, independent planning and evaluation has been the key to its success: Clients, who have relied on the experience and expertise of the 81 Family Office professionals, were and are looking for a true relationship trustee and customized solutions. As part of the independent financial consultancy, the company promoted meetings at Foundations and Universities, aimed at deepening the dynamics of the financial markets, the protection and growth of assets. The main objective of the company is the evaluation, protection, conservation and increase of the assets of private and institutional subjects. 81 Family Office acts in total independence and in the absolute absence of conflicts of interest. Its main areas of intervention are the following: financial, fiscal, industrial, real estate and generational planning. | MF | |||||||
| 10 | 917 Family Office AG | Jan | Bäumler | Chief Executive Officer | 49 693 4871-8117 | 49 693 4871-8110 | info@917family.de | Rennbahnstraße 72-74 | Frankfurt am Main | 60528 | Germany | Europe | Johannes Gutenberg University Mainz | https://www.linkedin.com/in/jan-bäumler-aa6a924a/ | Real Estate, Securities, Private Equity | 1.994 | https://www.linkedin.com/company/917family/ | https://917family.de/ | As an independently working family office, we have been accompanying our demanding clients with long-term strategic financial and wealth planning for many years. | MF | |||||
| 11 | A&V holding GmbH & Co. KG | Thomas | Schröder | Managing Director Family Office | 49 215 2992-9080 | 49 215 2992-9081 | requests@avholding.de | Schorndorfer Str. 17 | Kempen | 47906 | Germany | Europe | https://www.linkedin.com/in/thomas-schröder-33a169103/ | Securities, Property Real Estate, Real Estate Project Developments, Private Equity, Direct Investments | https://www.linkedin.com/in/jensopalka/ | http://www.avholding.de/ | AV | holding is the family office of Ackermans-Voelkel family, where the asset management and all other business activities are organized. The wealth was founded by Gerhard Ackermans' fifty percent share of Allkauf-Gruppe, which was built by him and his partners over the course of decades, and which he sold in 1989. | SF | |||||||
| 12 | A. B. Family Office | Andre | Barendregt | Managing Director | 49 81 51 2240 | 49 81 51 2243 | andre.barendregt@mcsconsult.de | Münchner Strasse 19a | Starnberg | D-82319 | Germany | Europe | Real Estate | Mobile: 49 163 736 6663, Whats App: 49 172 700 0070 | https://ab-family-office.ic-os.de/ | The A. B. single Family Office is an integrated financial services division within MCS Unternehmensberatung und Management Service GmbH with its head office at Starnberg Lake (Germany), also represented by the office of MCS GmbH in Moscow (Russian Federation). The A. B. Family Office is run by the founder of the company himself, namely, André Barendregt, who takes personal care of all clients. | SF | ||||||||
| 13 | A.D. Family Office | Tan | Aileen | Investment Associate | 603 7956 8833 | 603 7957 3833 | tan_aileen@outlook.com | info@adfinancial.com.my | No. 3, Jalan Dato Abdul Aziz, 46100, Petaling Jaya, Selangor Darul Ehsan | Malaysia | Asia | Tunku Abdul Rahman University of Management and Technology | https://www.linkedin.com/in/tan-aileen-a84918180/ | Real Estate | 2.002 | https://www.linkedin.com/company/a.d.-financial-sdn-bhd/ | https://www.adfinancial.com.my/ | Established in 2002 in Kuala Lumpur, Malaysia, A.D. Family Office is an independent Multi Family Office. We are proud of our team and our global network of dedicated associate business partners, who provide timely and discreet services to our clients. At A.D. Family Office, we put on our planning instinct of PRESERVATION, while you are busy indulging in your ACCUMULATION activities and together, we would complete your life goals by protecting and preserving your hard earned wealth for many generations. At A.D. Family Office, we have designed a preparedness system that enables you to identify & master the international proven methodologies to manage your wealth complexities in an evolving & ever changing economic landscape & liberalised market. | MF | ||||||
| A.D. Family Office | Alison | Tai | Executive Director & Head of Personal Life Division | 603 7956 8833 | 603 7957 3833 | alison@adfinancial.com.my | info@adfinancial.com.my | No. 3, Jalan Dato Abdul Aziz, 46100, Petaling Jaya, Selangor Darul Ehsan | Malaysia | Asia | https://www.linkedin.com/in/alison-tai-b5298a165/ | Real Estate | 2.002 | https://www.linkedin.com/company/a.d.-financial-sdn-bhd/ | https://www.adfinancial.com.my/ | Established in 2002 in Kuala Lumpur, Malaysia, A.D. Family Office is an independent Multi Family Office. We are proud of our team and our global network of dedicated associate business partners, who provide timely and discreet services to our clients. At A.D. Family Office, we put on our planning instinct of PRESERVATION, while you are busy indulging in your ACCUMULATION activities and together, we would complete your life goals by protecting and preserving your hard earned wealth for many generations. At A.D. Family Office, we have designed a preparedness system that enables you to identify & master the international proven methodologies to manage your wealth complexities in an evolving & ever changing economic landscape & liberalised market. | MF | ||||||||
| 14 | A/Ventum Family Office AG | Alwin | Schmider | Member of the Board | 49 711 722 090-0 | 49 711 722 090-20 | alwin.schmider@a-ventum.de | info@a-ventum.de | Rotebühlplatz 17 | Stuttgart | 70178 | Germany | Europe | Real Estate, Credit Management | 2.008 | €670M | http://www.avfo.de/dienstleistungen/family-office.html | https://www.avfo.de/ | A/VENTUM family office advises and manages wealthy and entrepreneurial families comprehensively, critically and professionally in their economic affairs. We manage, protect and improve the financial resources and potential of our families. As a classic multi-family office, A / VENTUM offers wealthy individuals (High Net Worth Individuals) and families a holistic and professional certified financial planning according to DIN. If necessary, A / VENTUM provides practical financial management. At the same time, the Stuttgart-based company also covers all the facilities required for asset protection and multiplication - from a single source and in a single mold. | MF | |||||
| A/Ventum Family Office AG | Oliver | Heller | Executive & Partner | 49 711 722 090-0 | 49 711 722 090-10 | oliver.heller@a-ventum.de | info@a-ventum.de | Rotebühlplatz 17 | Stuttgart | 70178 | Germany | Europe | Real Estate, Credit Management | 2.008 | €670M | http://www.avfo.de/dienstleistungen/family-office.html | https://www.avfo.de/ | A/VENTUM family office advises and manages wealthy and entrepreneurial families comprehensively, critically and professionally in their economic affairs. We manage, protect and improve the financial resources and potential of our families. As a classic multi-family office, A / VENTUM offers wealthy individuals (High Net Worth Individuals) and families a holistic and professional certified financial planning according to DIN. If necessary, A / VENTUM provides practical financial management. At the same time, the Stuttgart-based company also covers all the facilities required for asset protection and multiplication - from a single source and in a single mold. | MF | ||||||
| A/Ventum Family Office AG | Thomas | Reichert | Board and Partner | 49 711 722 090-0 | 49 711 722 090-20 | thomas.reichert@a-ventum.de | info@a-ventum.de | Rotebühlplatz 17 | Stuttgart | 70178 | Germany | Europe | Frankfurt School of Finance & Management | https://www.linkedin.com/in/thomas-reichert-6aa25169/ | Real Estate, Credit Management | 2.008 | €670M | http://www.avfo.de/dienstleistungen/family-office.html | https://www.avfo.de/ | A/VENTUM family office advises and manages wealthy and entrepreneurial families comprehensively, critically and professionally in their economic affairs. We manage, protect and improve the financial resources and potential of our families. As a classic multi-family office, A / VENTUM offers wealthy individuals (High Net Worth Individuals) and families a holistic and professional certified financial planning according to DIN. If necessary, A / VENTUM provides practical financial management. At the same time, the Stuttgart-based company also covers all the facilities required for asset protection and multiplication - from a single source and in a single mold. | MF | ||||
| 15 | A9 Family Office | Ahmad | Ashrafi | Chief Investment Officer | Direct: 507 6090-4141, Mobile: (347) 654-9490 | asap@infinity.re | 1395 Brrickell Ave., Suite 800 | Miami | FL | 33131 | United States of America | North America | Saïd Business School, University of Oxford / SchoolHarvard Business School | https://www.linkedin.com/in/ahmadashrafi9/ | Real Estate, Fintech, Financial Technology, Cryptocurrency Technology | 2.012 | epolonsky@infinity.re, invest@infinity.re | https://www.infinity.re/ | https://www.linkedin.com/company/a9-family-office/ | A9 Family Office, a Miami-based single-family office of the Ashrafi family. | SF | ||||
| 16 | Aars AS | Morten | Christensen | Director Investment Management (Direktør Kapitalforvaltning) | 47 21 420 000 | morten.christensen@aars.no | info@aars.no | Postboks 2511 Solli | Oslo | 0202 | Norway | Europe | Trondheim Økonomiske Gymnas | https://www.linkedin.com/in/morten-christensen-b32a511/ | Real Estate, Industrial | NOK 850M | https://aars.no/ | Aars is the Family Office for all Aars shareholders (Møller and Schage Førde families). Aars is the holding company of three businesses: the largest Norwegian car importer/car dealer Møller Mobility Group, the commercial real estate company Møller Eiendom and the investment company Katalysator. | SF | ||||||
| Aars AS | Jan Arne | Tønsberg | Chief Financial Officer | 47 21 420 000 | janarne@aars.no | info@aars.no | Postboks 2511 Solli | Oslo | 0202 | Norway | Europe | https://www.linkedin.com/in/jan-arne-tønsberg-15149ab/ | Real Estate, Industrial | NOK 850M | https://aars.no/ | Aars is the Family Office for all Aars shareholders (Møller and Schage Førde families). Aars is the holding company of three businesses: the largest Norwegian car importer/car dealer Møller Mobility Group, the commercial real estate company Møller Eiendom and the investment company Katalysator. | SF | ||||||||
| 17 | ABCapital B.V. | Brice | Laurent | Partner | brice.laurent@abcapital.eu | info@abcapital.eu | Prinsengracht 769, North Holland | Amsterdam | 1017 JZ | The Netherlands | Europe | University of Amsterdam | https://www.linkedin.com/in/bricelaurent/ | Crypto, Blockchain Technology, Bitcoin, SaaS, Software-as-a-Service, FinTech Financial Technology, Real Estate | 2.020 | https://www.linkedin.com/company/abcapital-eu/ | https://abcapital.eu/ | ABcapital is a multi-family office, based in Amsterdam, catering to the investment management and advisory needs of high net worth individuals and families. We also source, structure and execute tailored investment opportunities through our proprietary network to offer long-term sustainable returns to our clients. | MF | ||||||
| ABCapital B.V. | Adam | Posma | Partner | adam.posma@abcapital.eu | info@abcapital.eu | Prinsengracht 769, North Holland | Amsterdam | 1017 JZ | The Netherlands | Europe | University of Groningen | https://www.linkedin.com/in/adamposma/ | Crypto, Blockchain Technology, Bitcoin, SaaS, Software-as-a-Service, FinTech Financial Technology, Real Estate | 2.020 | adam.posma@clubcollect.com | https://www.clubcollect.com/en/ | https://abcapital.eu/ | ABcapital is a multi-family office, based in Amsterdam, catering to the investment management and advisory needs of high net worth individuals and families. We also source, structure and execute tailored investment opportunities through our proprietary network to offer long-term sustainable returns to our clients. | MF | ||||||
| ABCapital B.V. | Christian | Wolf | Director | christian.wolf@abcapital.eu | info@abcapital.eu | Prinsengracht 769, North Holland | Amsterdam | 1017 JZ | The Netherlands | Europe | University of Mannheim | https://www.linkedin.com/in/christian-wolf-08933339/ | Crypto, Blockchain Technology, Bitcoin, SaaS, Software-as-a-Service, FinTech Financial Technology, Real Estate | 2.020 | cw@abcapital.eu | https://www.linkedin.com/company/abcapital-eu/ | https://abcapital.eu/ | ABcapital is a multi-family office, based in Amsterdam, catering to the investment management and advisory needs of high net worth individuals and families. We also source, structure and execute tailored investment opportunities through our proprietary network to offer long-term sustainable returns to our clients. | MF | ||||||
| ABCapital B.V. | Maksymilian | Gud | Financial Analyst | me@max-gud.com | info@abcapital.eu | Prinsengracht 769, North Holland | Amsterdam | 1017 JZ | The Netherlands | Europe | Crypto, Blockchain Technology, Bitcoin, SaaS, Software-as-a-Service, FinTech Financial Technology, Real Estate | 2.020 | https://www.max-gud.com/ | https://abcapital.eu/ | ABcapital is a multi-family office, based in Amsterdam, catering to the investment management and advisory needs of high net worth individuals and families. We also source, structure and execute tailored investment opportunities through our proprietary network to offer long-term sustainable returns to our clients. | MF | |||||||||
| ABCapital B.V. | Daisy | Hiltrop | Operations Manager | daisy.hiltrop@abcapital.eu | info@abcapital.eu | Prinsengracht 769, North Holland | Amsterdam | 1017 JZ | The Netherlands | Europe | https://www.linkedin.com/in/daisy-hiltrop-b172ba4/ | Crypto, Blockchain Technology, Bitcoin, SaaS, Software-as-a-Service, FinTech Financial Technology, Real Estate | 2.020 | https://www.linkedin.com/company/abcapital-eu/ | https://abcapital.eu/ | ABcapital is a multi-family office, based in Amsterdam, catering to the investment management and advisory needs of high net worth individuals and families. We also source, structure and execute tailored investment opportunities through our proprietary network to offer long-term sustainable returns to our clients. | MF | ||||||||
| 18 | Above Capital | Mike | Borsetti | Managing Partner | info@GAO-CAP.com | 82 Tiong Poh Road, #01-21 | 160082 | Singapore | Asia | Northwestern University | https://www.linkedin.com/in/mborsetti/ | Above Capital is investing in a broad variety of global asset classes and vehicles, including direct investments, individual public equities, fixed-income securities, managed accounts, hedge funds, private equity / venture capital funds, real estate, special purpose acquisition companies, and other alternatives. | 2.010 | $500M | research@GAO-CAP.com | http://www.abovecapital.com/ | Above Capital, a Single Family Office with presence in North America, Europe, and Southeast Asia, investing in a broad variety of global asset classes and vehicles, including direct investments, individual public equities, fixed-income securities, managed accounts, hedge funds, private equity / venture capital funds, real estate, special purpose acquisition companies, and other alternatives. | SF | |||||||
| 19 | Abts & Partners Luxembourg | Pieter | Abts | Founder | 352 26 108 889 | abts@abts-monaco.com | info@abts-partners.com | 100, Rue de la Gare | Capellen | L-8325 | Luxembourg | Europe | https://www.linkedin.com/in/abts-pieter-a7b301a/ | Real Estate | 1.995 | abts@abts-partners.com | https://www.linkedin.com/company/abts-partners/ | https://www.abts-partners.com/ | Abts & Partners Luxembourg is a multi-family office with asset & risk management as a specialty. Based on the market conditions and on the prior determined risk profile of the client, Abts & Partners Luxembourg finds a tailor-made solution for everyone. Abts & Partners Luxembourg brings families together, helps them to get organized and to identify and respond to opportunities, be it private or business. | MF | |||||
| Abts & Partners Luxembourg | Philippe | Gargill | Director | 352 26 108 889 | gargill@abts-partners.com | info@abts-partners.com | 100, Rue de la Gare | Capellen | L-8325 | Luxembourg | Europe | https://www.linkedin.com/in/philippegargill/ | Real Estate | 1.995 | https://www.linkedin.com/company/abts-partners/ | https://www.abts-partners.com/ | Abts & Partners Luxembourg is a multi-family office with asset & risk management as a specialty. Based on the market conditions and on the prior determined risk profile of the client, Abts & Partners Luxembourg finds a tailor-made solution for everyone. Abts & Partners Luxembourg brings families together, helps them to get organized and to identify and respond to opportunities, be it private or business. | MF | |||||||
| Abts & Partners Luxembourg | Patricia | De Maertelaere | Managing Partner | 41 417 601 973 | demaertelaere@abts-partners.com | info@abts-partners.com | 100, Rue de la Gare | Capellen | L-8325 | Luxembourg | Europe | Real Estate | 1.995 | https://www.linkedin.com/company/abts-partners/ | https://www.abts-partners.com/ | Abts & Partners Luxembourg is a multi-family office with asset & risk management as a specialty. Based on the market conditions and on the prior determined risk profile of the client, Abts & Partners Luxembourg finds a tailor-made solution for everyone. Abts & Partners Luxembourg brings families together, helps them to get organized and to identify and respond to opportunities, be it private or business. | MF | ||||||||
| Abts & Partners Luxembourg | Sophie | Kieffer | Managing Director | 352 26 108 889 | kieffer@abts-partners.com | info@abts-partners.com | 100, Rue de la Gare | Capellen | L-8325 | Luxembourg | Europe | Real Estate | 1.995 | https://www.linkedin.com/company/abts-partners/ | https://www.abts-partners.com/ | Abts & Partners Luxembourg is a multi-family office with asset & risk management as a specialty. Based on the market conditions and on the prior determined risk profile of the client, Abts & Partners Luxembourg finds a tailor-made solution for everyone. Abts & Partners Luxembourg brings families together, helps them to get organized and to identify and respond to opportunities, be it private or business. | MF | ||||||||
| 20 | Abu Hani Group | Michael | Johnston-Smith | Head of Family Office | 968 24 495 101 | 968 24 495 141 | richruther48@gmail.com | info@abuhanigroup.com | P.O. Box 3484, PC 112 | Ruwi | Sultanate of Oman | Asia | https://www.linkedin.com/in/michaeljohnstonsmith/ | Real Estate, Office Furniture & Interior Design, Gas & Fire Engineering Services, Readymix Concrete, Health Food, Automotive, Catering and Camp Management | 1.978 | http://www.abuhanigroup.com/ | Abu Hani Group, an Omani Single Family Office, with investments in multiple sectors and industries. | SF | |||||||
| 21 | AC2 Investimentos | Pedro | Carvalhaes | Manager Operations | 55 (11) 2667-0339 | pedro.cleto@ac2i.com.br | contato@ac2i.com.br | Av. Nove de Julho, 4939 - Cj 121, Torre Jardim, Itaim Bibi | Sao Paulo | SP | 01407-200 | Brazil | South America | ESPM Escola Superior de Propaganda e Marketing | https://www.linkedin.com/in/pedro-cleto-carvalhaes-cfp®-2720a97/ | Private Equity, Real Estate, Hedge Funds | 2.012 | https://www.linkedin.com/company/ac2-investimentos/ | http://ac2i.com.br/ | AC2 Investimentos is a multi-family office, responsible for managing the equity of an exclusive group of families, delivering the best investment results, aligned with the unique objectives of each client. We take care of transparency and excellence in the management of our clients' equity, working independently and unrelated to financial institutions, with exemption and precision in the search for the best investment opportunities in the market. | MF | ||||
| 22 | Acadia Family Office | Josh | Morgenstern | Founder | (410) 595-2266 | (443) 541-4580 | josh@acadiafamoffice.com | hr@acadiafamoffice.com | Executive Plaza 1, 11350 McCormick Road, Suite 702 | Hunt Valley | MD | 21031 | United States of America | North America | Touro University | https://www.linkedin.com/in/josh-morgenstern-5a713418/ | Manufacturing, Hospitality, Technology, Healthcare, Education, Not-For-Profits | 2.016 | https://www.linkedin.com/company/morgenstern-&-associates-llc/ | https://acadiafamoffice.com/ | At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients. | MF | |||
| Acadia Family Office | Isaac | Katz | Partner, Family Office Services | (410) 595-2266 | (443) 541-4580 | isaac@acadiafamoffice.com | hr@acadiafamoffice.com | Executive Plaza 1, 11350 McCormick Road, Suite 702 | Hunt Valley | MD | 21031 | United States of America | North America | https://www.linkedin.com/in/isaac-katz-25507467/ | Manufacturing, Hospitality, Technology, Healthcare, Education, Not-For-Profits | 2.016 | https://www.linkedin.com/company/morgenstern-&-associates-llc/ | https://acadiafamoffice.com/ | At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients. | MF | |||||
| Acadia Family Office | Sarah | Samels | Manager Operations | (410) 595-2266 | (443) 541-4580 | sarah@acadiafamoffice.com | hr@acadiafamoffice.com | Executive Plaza 1, 11350 McCormick Road, Suite 702 | Hunt Valley | MD | 21031 | United States of America | North America | American University - Kogod School of Business | https://www.linkedin.com/in/sarah-samels-a59894171/ | Manufacturing, Hospitality, Technology, Healthcare, Education, Not-For-Profits | 2.016 | https://www.linkedin.com/company/morgenstern-&-associates-llc/ | https://acadiafamoffice.com/ | At Acadia Family Office, a multi-family office and tax firm specializing in high and ultra-high net worth individuals, we are committed to recognizing and meeting the unique needs of our valued clients. | MF | ||||
| 23 | Acadia Management Co. Inc. | Joshua | Miller | President & CEO | (617) 426-5755 Ext. 101, Direct: (617) 357-4062 | jsmiller@acadiamanagement.com | acadia@acadiamanagement.com | 45 School Street, Suite 402 | Boston | MA | 02108 | United States of America | North America | State University of New York at Oswego | https://www.linkedin.com/in/joshuasmiller/ | Foreign Equity, Bonds, Private Equity, Venture Capital, Real Estate, Rechnology | 1.970 | tshipley@acadiamanagement.com | https://www.acadiamanagement.com/ | Acadia Management, a multigenerational single-family office. | SF | ||||
| Acadia Management Co. Inc. | Melissa | Conover | Vice President & Chief Fiduciary Officer | (617) 426-5755 Ext. 105, Direct: (617) 357-4065 | msconover@acadiamanagement.com | acadia@acadiamanagement.com | 45 School Street, Suite 402 | Boston | MA | 02108 | United States of America | North America | Suffolk University Law School | https://www.linkedin.com/in/melissa-conover-esq-ll-m-a39a4b4/ | Foreign Equity, Bonds, Private Equity, Venture Capital, Real Estate, Rechnology | 1.970 | https://www.acadiamanagement.com/ | Acadia Management, a multigenerational single-family office. | SF | ||||||
| Acadia Management Co. Inc. | Michelle | Fraioli | Vice President & COO | (617) 426-5755 Ext. 107, Direct: (617) 535-3308 | mafraioli@acadiamanagement.com | acadia@acadiamanagement.com | 45 School Street, Suite 402 | Boston | MA | 02108 | United States of America | North America | Suffolk University Law School | https://www.linkedin.com/in/maf529/ | Foreign Equity, Bonds, Private Equity, Venture Capital, Real Estate, Rechnology | 1.970 | https://www.acadiamanagement.com/ | Acadia Management, a multigenerational single-family office. | SF | ||||||
| Acadia Management Co. Inc. | Frank | Neuwinger | Tax Manager | (617) 426-5755 Ext. 104, Direct: (617) 357-4064 | fpneuwinger@acadiamanagement.com | acadia@acadiamanagement.com | 45 School Street, Suite 402 | Boston | MA | 02108 | United States of America | North America | Suffolk University | https://www.linkedin.com/in/frank-neuwinger-bb444b48/ | Foreign Equity, Bonds, Private Equity, Venture Capital, Real Estate, Rechnology | 1.970 | https://www.acadiamanagement.com/ | Acadia Management, a multigenerational single-family office. | SF | ||||||
| 24 | ACBR Participações e Administração LTDA | Diogo | Carvalho Monteiro | Chief Executive Officer | 55 (31) 3213-5116 | 55 (31) 3213-4550 | diogo.monteiro82@gmail.com | Av. Bernardo Monteiro, 1563, Parte, Funcionarios | Belo Horizonte | MG | 30150-902 | Brazil | South America | Private Equity, Venture Capital, Real Estate and Hedge Funds. | 1.991 | $4.2M | diogo@bresende.com | ACBR is a Single Family Office, whose purpose is to perpetuate family assets. | SF | ||||||
| 25 | Accuro Fiduciary | Xavier | Isaac | CEO, Board Member | 41 228 072 050 | 41 228 072 005 | x.isaac@accurofiduciary.com | geneva@accurofiduciary.com | 1, Rue du Pré-de-la-Bichette, P.O. Box 1744 | Geneva 1 | 1211 | Switzerland | Europe | Université catholique de Louvain | https://www.linkedin.com/in/xavier-isaac-3872662/ | Trust, Fiduciary, Family Office, Private Wealth, Residential Real Estate, Private / Family Company Shares, Private Equity Investments, Carry Interests and Co-Investment Rights, Intellectual Property, Yachts, Artwork and Antiques, Bloodstock, Corporate Work | https://www.linkedin.com/company/accurofiduciary/ | https://www.accurofiduciary.com/ | Accuro is a multi-jurisdictional Trust and Family Office business that works in partnership with international families holding cross-border assets. | MF | |||||
| Accuro Fiduciary | David | Howes | CFO, Board Member | 41 228 072 063 | 41 228 072 005 | d.howes@accurofiduciary.com | geneva@accurofiduciary.com | 1, Rue du Pré-de-la-Bichette, P.O. Box 1744 | Geneva 1 | 1211 | Switzerland | Europe | The University of Huddersfield | https://www.linkedin.com/in/david-howes-75108b27/ | Trust, Fiduciary, Family Office, Private Wealth, Residential Real Estate, Private / Family Company Shares, Private Equity Investments, Carry Interests and Co-Investment Rights, Intellectual Property, Yachts, Artwork and Antiques, Bloodstock, Corporate Work | https://www.linkedin.com/company/accurofiduciary/ | https://www.accurofiduciary.com/ | Accuro is a multi-jurisdictional Trust and Family Office business that works in partnership with international families holding cross-border assets. | MF | ||||||
| Accuro Fiduciary | Florence | Torres | Marketing Manager & PA to Chief Executive Officer | Direct: 41 228 072 056, Mobile: 41 796 185 703 | 41 228 072 005 | f.torres@accurofiduciary.com | geneva@accurofiduciary.com | 1, Rue du Pré-de-la-Bichette, P.O. Box 1744 | Geneva 1 | 1211 | Switzerland | Europe | University of Central Arkansas | https://www.linkedin.com/in/marketingsocialmedia/ | Trust, Fiduciary, Family Office, Private Wealth, Residential Real Estate, Private / Family Company Shares, Private Equity Investments, Carry Interests and Co-Investment Rights, Intellectual Property, Yachts, Artwork and Antiques, Bloodstock, Corporate Work | https://www.linkedin.com/company/accurofiduciary/ | https://www.accurofiduciary.com/ | Accuro is a multi-jurisdictional Trust and Family Office business that works in partnership with international families holding cross-border assets. | MF | ||||||
| 26 | ACE International SA | Ariane | Slinger | Chief Executive Officer | 41 229 098 900 | 41 229 098 939 | ariane.slinger@ace-international.ch | info@ace-international.ch | Place de Saint-Gervais 1 | Geneva | CH-1201 | Switzerland | Europe | Université Côte d'Azur | https://www.linkedin.com/in/arianeslinger/ | Real Estate, Private Equity and Hedge Funds | 2.009 | https://www.linkedin.com/company/ace-international-sa-advice-&-corporate-engineering/ | https://www.ace-international.ch/ | ACE International SA is specialized in Multi Family Office services. | MF | Postal Address: Case Postale 2049 1211 Geneve 1 Switzerland | |||
| ACE International SA | Javier | Otero | Vice-President | 41 229 098 900 | 41 229 098 939 | javier.otero@ace-international.ch | info@ace-international.ch | Place de Saint-Gervais 1 | Geneva | CH-1201 | Switzerland | Europe | Real Estate, Private Equity and Hedge Funds | 2.009 | https://www.linkedin.com/company/ace-international-sa-advice-&-corporate-engineering/ | https://www.ace-international.ch/ | ACE International SA is specialized in Multi Family Office services. | MF | Postal Address: Case Postale 2049 1211 Geneve 1 Switzerland | ||||||
| 27 | Acies Asset Management AG | Andreas | Clenow | Principal, Chief Investment Officer | 41 448 684 111 | 41 448 684 110 | a.clenow@acies-am.com | info@acies-am.com | Lowenstrasse 1 | Zurich | 8001 | Switzerland | Europe | https://www.linkedin.com/in/clenow/ | Derivatives Trading, Alternative Investments, Structured Products, Private Equity, Real Estate | 1.995 | $300M | https://www.acies-am.com/ | Acies was founded in Geneva in 1995 as a single family office. With main offices in Zurich, Acies is actively participating in global financial markets. Acies has always had a strong focus on long term absolute return generation. Successfully navigating unchartered markets through bull and bear, requires true diversification. Consequently, Acies is active investors in a broad range of financial areas. For decades, we have been active not only in listed cash markets, but in derivatives trading, alternative investments, structured products, private equity and more. | SF | |||||
| Acies Asset Management AG | Thomas | Hackl | Chief Executive Officer | 41 448 684 111 | 41 448 684 110 | t.hackl@acies-am.com | info@acies-am.com | Lowenstrasse 1 | Zurich | 8001 | Switzerland | Europe | Frankfurt School of Finance & Management | https://www.linkedin.com/in/thomas-hackl-834a52116/ | Derivatives Trading, Alternative Investments, Structured Products, Private Equity, Real Estate | 1.995 | $300M | https://www.acies-am.com/ | Acies was founded in Geneva in 1995 as a single family office. With main offices in Zurich, Acies is actively participating in global financial markets. Acies has always had a strong focus on long term absolute return generation. Successfully navigating unchartered markets through bull and bear, requires true diversification. Consequently, Acies is active investors in a broad range of financial areas. For decades, we have been active not only in listed cash markets, but in derivatives trading, alternative investments, structured products, private equity and more. | SF | |||||
| 28 | Acropolis Capital | Cameron | Chartouni | Chief Executive Officer | 44 207 493-5975 | 44 207 493-5977 | cameron@acropolis-capital.com | info@acropolis-capital.com | 100 Wigmore Street | London | W1U 3RN | United Kingdom | Europe | Georgetown University | https://www.linkedin.com/in/cameron-chartouni-4b73502/ | Real Estate, Public Markets, Hedge Funds, Private Equity, Alternative Investments | 1.975 | £100M | https://www.linkedin.com/company/acropolis-capital/ | Acropolis Capital, a private family investment office with a long and successful record of deploying our own capital both independently and in partnership with like-minded entrepreneurs and management teams around the world. Acropolis Capital, a London-based family office that manages the assets of a single family. | SF | ||||
| Acropolis Capital | Vinod | Vaghadia | Finance Director | 44 207 493-5975 | 44 207 493-5977 | vinod@acropolis-capital.com | info@acropolis-capital.com | 100 Wigmore Street | London | W1U 3RN | United Kingdom | Europe | https://www.linkedin.com/in/vinodvaghadia/ | Real Estate, Public Markets, Hedge Funds, Private Equity, Alternative Investments | 1.975 | £100M | https://www.linkedin.com/company/acropolis-capital/ | Acropolis Capital, a private family investment office with a long and successful record of deploying our own capital both independently and in partnership with like-minded entrepreneurs and management teams around the world. Acropolis Capital, a London-based family office that manages the assets of a single family. | SF | ||||||
| 29 | Across Asset Management, Inc. | Samer | Danial | Owner | (713) 266-9001 | (713) 266-9009 | admin@across-asset.com | 5847 San Felipe St., Suite 1525 | Houston | TX | 77057 | United States of America | North America | https://www.linkedin.com/in/samer-danial-247b616/ | Commercial Real Estate, Hospitality, Manufacturing, Technology, Online Media, Internet Startups, Banking throughout the U.S., Europe, and the Middle East | https://www.across-asset.com/ | Houston, Texas-based and a single family office, Across Asset Management, Inc. invests across the asset classes with an anchor in commercial real estate. Other investments include hospitality, manufacturing, technology, online media, internet startups, and banking throughout the U.S., Europe, and the Middle East. Across Asset Management, Inc. with its Single Family Office Club through Danial Capital, LLC actively targets acquisitions, co-investment, joint venture, recapitalization, and related structures, focused on investments, acquisitions and divestitures using private and public equity. | SF | |||||||
| 30 | Active Compass EAFI | Javier | Rosino | Principal, Partner | 34 917 027 841 | 34 917 027 841 | javier.rosino@activecompass.es | info@activecompass.es | Calle Orfila 3, 2ºD. | Madrid | 28010 | Spain | Europe | https://www.linkedin.com/in/javier-rosino-3846b713/ | Real Estate | 2.011 | https://www.activecompass.es/ | Active Compass EAFI is an Independent Financial Advice Company, IFAC, authorized and registered at the “Comisión Nacional de Valores” (CNMV), number 64. The firm specializes in asset advice, great estate management and multi-family office services. | MF | ||||||
| 31 | Acuitas Capital Advisors Private Limited | Dinesh | Vaswani | Founder & Managing Director | 91 22 6112 0100, 91 22 6112 0102 | dinesh@acuitascapital.in | info@acuitascapital.in | 101 Maker Chambers III, Plot No 223, Nariman Point | Mumbai | 400021 | India | Asia | https://www.linkedin.com/in/dinesh-vaswani-32932993/ | Direct investments, Private Equity Funds, Venture Capital Funds, Stressed Asset Funds, Co-Investments, Mutual Funds, Exchange Trade Fund, AIF/PMS, Equity, Alternative Assets, Debt, Commodities, Real Estate, Precious Metals | https://www.acuitascapital.in/ | Acuitas is a dedicated Investment Advisory firm that undertakes management of all financial assets (e.g. equity, debt, real estate) of families and entrepreneurs. We help families meet their financial goals keeping in mind the requirements, expectations, risk appetite and financial objectives of each family member. | MF | ||||||||
| 32 | Addvalue Capital GmbH | Stefan | Ziegler | Managing Director | 49 89 74 419 272 | info@addvc.de | Sollner Straße 13 | Pullach | 82049 | Germany | Europe | https://www.linkedin.com/in/stefan-ziegler-52ba351/ | Healthcare, Real Estate, Aviation, Waste Management Industries | 2.018 | https://addvalue.capital/ | Addvalue Capital is the investment manager of a single family office that makes infrastructure investments, for example in the healthcare, real estate, aviation and waste management industries. Corporate investments are always actively developed together with the management, as are strategic joint ventures. The expansion of the existing portfolio of senior housing properties through the early or turnkey acquisition of projects underlines the long-term orientation in the real estate sector. | SF | ||||||||
| 33 | Adi Dassler International Family Office LLC | Allen | Johnson | Founder, Director of Wealth Management | (242) 601-4811 | a.johnson@adifo.net | 888 Brickell Key Drive | Miami | FL | 33131 | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/allen-johnson-2573821b5/ | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | |||||
| Adi Dassler International Family Office LLC | Kim | Martin | Partner | (242) 601-4811 | k.martin@adifo.net | 888 Brickell Key Drive | Miami | FL | 33131 | United States of America | North America | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | ||||||||
| Adi Dassler International Family Office LLC | Julian | Bradham | Chief Executive Officer | (242) 601-4811 | j.bradham@adifo.net | 888 Brickell Key Drive | Miami | FL | 33131 | United States of America | North America | Clemson University | https://www.linkedin.com/in/julian-bradham-49a9a96/ | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | ||||||
| Adi Dassler International Family Office LLC | Brad | Bradham | Chief Executive Officer | (242) 601-4811 | j.bradham@adifo.net | 1990 Main Street, Suite 750 | Sarasota | FL | 34236 | United States of America | North America | Clemson University / The Wharton School | https://www.linkedin.com/in/julian-bradham-49a9a96/ | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | ||||||
| Adi Dassler International Family Office LLC | Michael | Dolberg | Partner | (242) 601-4811 | michael.dolberg@apollonwealth.com | 1990 Main Street, Suite 750 | Sarasota | FL | 34236 | United States of America | North America | https://www.linkedin.com/in/michaeldolberg/ | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | info@apollonwealth.com | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | ||||||
| Adi Dassler International Family Office LLC | Josh | Renda | Senior Family Office Advisor | (242) 601-4811 | j.renda@adifo.net | 1990 Main Street, Suite 750 | Sarasota | FL | 34236 | United States of America | North America | University of Florida | https://www.linkedin.com/in/josh-renda-cfp®-cpwa®-40779a/ | Real Estate, Private Equity, Venture Capital, Hedge Funds | 2.015 | https://www.linkedin.com/company/adi-dassler-international-family-office-adifo-/ | https://adifo.net/ | ADIFO is a privately owned Multi-Family Office founded by the three sons of Inge Dassler, the oldest daughter of Adi Dassler, headquartered in Nassau, Bahamas. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families and qualified individuals. Home to a number of Adi Dassler’s heirs for many years, The Bahamas is an independent sovereign nation with over 280 years of parliamentary democracy. A respected financial center, it boasts a stable economy and a sound judicial system based on English common law principles. ADIFO is fully licensed by the Securities Commission of the Bahamas as a Discretionary Investment Advisor as well as an Asset Manager. | MF | ||||||
| 34 | Aetos Holdings Pty Ltd | Peter | Aylwin | Director | richter@horasis.org | London | United Kingdom | Europe | University of Technology Sydney | https://www.linkedin.com/in/peterjraylwin/ | Private Equity, Real Estate, Commodities, Equities, Fixed Income and Funds in the following Regions | AETOS are an international private family investment office focused on strategic international investments, cross border transactions, private equity, real estate, commodities, equities, fixed income and funds in the following regions: *Europe (Particularly the United Kingdom, Germany, Switzerland, Malta) *India *Africa (Particularly South Africa) *North America & Latin America (Particularly USA, Brazil) *The Middle East & North Africa *Australia and Australasia | SF | ||||||||||||
| 35 | Affinity Group | Andy | Morgan | Group CEO | 44 162 467-0583 | andrew@affinityco.com | info@affinityco.com | Second Floor, 14 Athol Street | Douglas | IM1 1JA | Isle of Man | Europe | https://www.linkedin.com/in/andymorganagl/ | Aviation, Yachting, Companies, Fintech, Property, eGaming, Crypto, Corporate Services, eSports | 2.004 | https://www.linkedin.com/company/affinityiom/ | https://affinityco.com/ | Affinity Group, a multi family office firm with offices in the Isle of Man, Malta and the Cayman Islands. Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area. Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach. Our bespoke services span across a variety of sectors and jurisdictions to provide our clients with a wealth of opportunities and flexible solutions. We hold professional expertise in Yachting, Aviation, eGaming, Fintech, Family Office, Trusts, Companies and more. | MF | ||||||
| Affinity Group | Alex | Gardner | Group COO | 44 162 467-0583 | alex@affinityco.com | info@affinityco.com | Second Floor, 14 Athol Street | Douglas | IM1 1JA | Isle of Man | Europe | https://www.linkedin.com/in/alexandragardneragl/ | Aviation, Yachting, Companies, Fintech, Property, eGaming, Crypto, Corporate Services, eSports | 2.004 | https://www.linkedin.com/company/affinityiom/ | https://affinityco.com/ | Affinity Group, a multi family office firm with offices in the Isle of Man, Malta and the Cayman Islands. Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area. Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach. Our bespoke services span across a variety of sectors and jurisdictions to provide our clients with a wealth of opportunities and flexible solutions. We hold professional expertise in Yachting, Aviation, eGaming, Fintech, Family Office, Trusts, Companies and more. | MF | |||||||
| Affinity Group | Gary | Harrison | Head of Group Business Development | 44 162 467-0583 | garyh@affinityco.com | info@affinityco.com | Second Floor, 14 Athol Street | Douglas | IM1 1JA | Isle of Man | Europe | https://www.linkedin.com/in/gary-harrison-6b258a22/ | Aviation, Yachting, Companies, Fintech, Property, eGaming, Crypto, Corporate Services, eSports | 2.004 | https://www.manxmania.com/ | https://affinityco.com/ | Affinity Group, a multi family office firm with offices in the Isle of Man, Malta and the Cayman Islands. Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area. Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach. Our bespoke services span across a variety of sectors and jurisdictions to provide our clients with a wealth of opportunities and flexible solutions. We hold professional expertise in Yachting, Aviation, eGaming, Fintech, Family Office, Trusts, Companies and more. | MF | |||||||
| Affinity Group | Roxy | Sheeley | Director | 44 162 467-0583 | roxy@affinityco.com | info@affinityco.com | Second Floor, 14 Athol Street | Douglas | IM1 1JA | Isle of Man | Europe | https://www.linkedin.com/in/roxanne-sheeley-b7731632/ | Aviation, Yachting, Companies, Fintech, Property, eGaming, Crypto, Corporate Services, eSports | 2.004 | https://www.linkedin.com/company/affinityiom/ | https://affinityco.com/ | Affinity Group, a multi family office firm with offices in the Isle of Man, Malta and the Cayman Islands. Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area. Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach. Our bespoke services span across a variety of sectors and jurisdictions to provide our clients with a wealth of opportunities and flexible solutions. We hold professional expertise in Yachting, Aviation, eGaming, Fintech, Family Office, Trusts, Companies and more. | MF | |||||||
| Affinity Group | Joanne | Fenech | Managing Director | 356 20 104 700 | joanne@affinityco.com | info@affinityco.com | Level 2,Progetta House, Tower Street, Swatar | Birkirkara | BKR 4012 | Malta | Europe | University of Malta | https://www.linkedin.com/in/joanne-fenech-93491525/ | Aviation, Yachting, Companies, Fintech, Property, eGaming, Crypto, Corporate Services, eSports | 2.004 | https://www.linkedin.com/company/affinityiom/ | https://affinityco.com/ | Affinity Group, a multi family office firm with offices in the Isle of Man, Malta and the Cayman Islands. Our approach of going the extra mile to achieve results for our clients in addition to our friendly nature and ability to find pragmatic solutions sets our service apart. In addition to this, our proven track record for managing wealth and luxury assets makes Affinity a leading service provider in this area. Our network of professional advisors both locally and internationally, through the HLB International network, enables us to offer a personal service but with an international reach. Our bespoke services span across a variety of sectors and jurisdictions to provide our clients with a wealth of opportunities and flexible solutions. We hold professional expertise in Yachting, Aviation, eGaming, Fintech, Family Office, Trusts, Companies and more. | MF | ||||||
| 36 | AFO Capital | David | Craig | Director | (678) 525-2538 | (312) 327-1212 | afocapital@gmail.com | 1920 McKinney Ave., Suite 122 | Dallas | TX | 75201 | United States of America | North America | Southern Methodist University - Cox School of Business | https://www.linkedin.com/in/david-craig-776205/ | Real Estate | $125M | https://www.linkedin.com/in/jennifer-dempsey-9095b22/ | https://afocap.com/ | AFO Capital is a single family office private investment firm. Its Principal makes investments in owner-operated businesses, management teams, and proven funds that can proficiently put capital to work and yield a favorable rate of return. AFO Capital’s disciplined and institutional approach to its investment management produces lasting value. Its focus and support fills a gap in the underserved segments of the lower middle market. AFO Capital invests $1 million to $5 million in junior capital and structured equity supporting growing businesses, their owner-operators and management teams. | SF | ||||
| 37 | Africa Wealth Partners AG | Mario | Marconi Archinto | Co-Founder | 41 445 526 450 | mmarconi@cfeg.com | Seefeldstrasse 35 | Zurich | CH-8008 | Switzerland | Europe | IMD | https://www.linkedin.com/in/mario-marconi-archinto-93b2981/ | Private Equity, Corporate Finance, Africa, Investments, Real Estate, Capital Raising | 2.018 | https://cfeg.com/bios/mario-marconi/ | https://www.africawp.ch/ | Africa is an independent multi-family office, serving established and emerging. African entrepreneurs and top executives. We provide our clients with expertise, advice and access to networks, being their trusted advisor for both their business and private matters. Located in Zurich, Switzerland and with offices in Geneva, our global network of world-class partners and specialists enables us to be at the forefront of the latest business opportunities and developments. | MF | ||||||
| 38 | AFS, LLC | Sallie | Klein | Partner | Office: (970) 925-3388, Mobile: (970) 319-7465 | (970) 925-8813 | sallie@aspenfsllc.com | sallie@aspenfsllc.com | 420 E. Main Street, Suite 240 | Aspen | CO | 81611 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/sallie-klein-502b35b/ | Alternative Investments, IT, Real Estate | 2.011 | $50M | http://aspenfsllc.com/ | AFS is a multi-family office that provides confidential, secure, and personalized financial services to individuals, families and businesses. With deep and long ties in the Roaring Fork Valley and Colorado, our team consists of trusted financial professionals who organize and simplify your finances in your otherwise complicated life. Our team brings a highly experienced perspective from our backgrounds in the broad financial services sector. We use our expertise to provide you with concise, relevant information to enable you to better manage your assets and achieve your financial goals. | MF | |||
| 39 | AGAMI Family Office | Francois | Simon | President | 33 176 747 400 | 33 972 101 007 | francois.simon@agami.com | contact@agami.com | 130 rue La Fayette | Paris | 75010 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/francois-simon-16162019/ | Real Estate, Wealth Engineering, Business Assets | 2.001 | https://www.linkedin.com/company/agami-family-office-&-corporate/ | https://agami.com/ | AGAMI is a Family Office recognized for its independence and its pro activity. Through a tailor-made service, AGAMI Family Office is a risk manager for the client, and a memory for future generations. | MF | 32 26 294 461 | |||
| AGAMI Family Office | Laurent | de Swarte | Director | 33 176 747 400 | 33 972 101 007 | laurent.deswarte@agami.com | contact@agami.com | 130 rue La Fayette | Paris | 75010 | France | Europe | https://www.linkedin.com/in/laurent-de-swarte/ | Real Estate, Wealth Engineering, Business Assets | 2.001 | https://www.linkedin.com/company/agami-family-office-&-corporate/ | https://agami.com/ | AGAMI is a Family Office recognized for its independence and its pro activity. Through a tailor-made service, AGAMI Family Office is a risk manager for the client, and a memory for future generations. | MF | 32 26 294 461 | |||||
| 40 | Ajax Capital Partners SL | Jordi | Puig Ortiz | Founding Partner | jpuigortiz@gmail.com | Barcelona | N/A | Spain | Europe | Universitat Central de Barcelona | https://www.linkedin.com/in/jordi-puig-ortiz-613350/ | Real Estate | 2.017 | We are independent wealth advisors, agents of Santander Private Banking and financial consultants for private investors and Single FO. Great expertise in the real estate industry as a former CBRE Regional Director Barcelona Office. Also, of-counsel for business development for a hotel operator firm, with hotels under management in Berlin and Lisbone. | SF | ||||||||||
| 41 | AJB Partners AG | Alexander | Bischoff | Chairman | 41 443 071 000 | Gagoz 73 | Balzers | 9496 | Liechtenstein | Europe | University of Zurich / Harvard Business School | https://www.linkedin.com/in/dr-alexander-j-bischoff-100a9a6/ | Private Equity, Real Estate, Deep Tech Enterprises, Clean Tech | 2.019 | info@lakestreetfo.com | https://lakestreetfo.com/ | https://www.linkedin.com/company/ajb-partners-ag/ | AJB is a single family office representing the next generation of an established multi generational European family with a storied history of entrepreneurship and successful exits. The AJB family has a history in Swiss banking and Swiss luxury watch manufacturing. The founder of AJB is a serial entrepreneur, having co-founded 4 businesses in financial services, real estate, and deep tech. AJB single family office invests and establishes businesses in private equity, real estate, deep tech enterprises, and clean tech. | SF | ||||||
| 42 | AK Private Capital, LLC | Kelly | Koeppel | Operations Manager | kkoeppel@lucasgroup.com | P.O. Box 18131 | Tampa | FL | 33679 | United States of America | North America | Florida State University | https://www.linkedin.com/in/kellykoeppel/ | Publicly Traded Securities, Real Estate | AK Private Capital is a Single Family Office located in Tampa. The Firm allocates capital to external investment managers, invests directly in publicly traded securities and real estate. | SF | |||||||||
| 43 | AL Capital Holding Pty Ltd. | Wayne | Mo | Chief Executive Officer | contact@alcapital.com | 264 George Street, Level 36 & 37 Australia Square | Sydney | NSW | 2000 | Australia | Australia / Oceania | Shanghai University of Finance and Economics | https://www.linkedin.com/in/wayne-mo-gaicd-b720448/ | Public Equity Trading, Global Private Equity, Strategic M&A, Trading, Technology, Financial Services, Property Services, Consumer & Retail, Real Estate | 2.018 | https://www.linkedin.com/company/al-capital/ | https://alcapital.com.au/ | AL Capital is a single family office backed by Aqualand Group, a leading property developer in Australia, focused predominately on public equity trading, global private equity investment and strategic M&A opportunities. We are the independent investment arm of the Aqualand Group – a Sydney based developer committed to creating better, more intelligently designed spaces for the world to live and work in. Now, we are building on our success to develop a multi family office – expanding to work with a diverse set of institutional clients via our Sydney head office and associate offices in Singapore, Hong Kong and Shanghai. | SF | ||||||
| AL Capital Holding Pty Ltd. | Kenneth | Ho | Vice President | kenneth.ho@alcapital.com | contact@alcapital.com | 264 George Street, Level 36 & 37 Australia Square | Sydney | NSW | 2000 | Australia | Australia / Oceania | University of California, Berkeley / University of Pennsylvania | https://www.linkedin.com/in/datkenneth/ | Public Equity Trading, Global Private Equity, Strategic M&A, Trading, Technology, Financial Services, Property Services, Consumer & Retail, Real Estate | 2.018 | https://www.linkedin.com/company/al-capital/ | https://alcapital.com.au/ | AL Capital is a single family office backed by Aqualand Group, a leading property developer in Australia, focused predominately on public equity trading, global private equity investment and strategic M&A opportunities. We are the independent investment arm of the Aqualand Group – a Sydney based developer committed to creating better, more intelligently designed spaces for the world to live and work in. Now, we are building on our success to develop a multi family office – expanding to work with a diverse set of institutional clients via our Sydney head office and associate offices in Singapore, Hong Kong and Shanghai. | SF | ||||||
| AL Capital Holding Pty Ltd. | Jeremy | Chan | Chief Investment Officer | 61 2 9228 1888 | Level 36, Australia Square, 264 George Street | Sydney | NSW | 2000 | Australia | Australia / Oceania | The University of Queensland | https://www.linkedin.com/in/jeremy-chan-14baaaa9/ | Liquid Equity, Private Equity, Real Estate, Fixed Income | info@aqualand.com.au | https://www.linkedin.com/company/al-capital/ https://www.aqualand.com.au/ | https://alcapital.com.au/ | AL Capital is a single family office backed by Aqualand, a leading real estate group in Australia, focusing on proprietary trading, global direct investment and strategic M&A opportunities. | SF | |||||||
| AL Capital Holding Pty Ltd. | Warwick | Smith AM | Executive Chairman | 61 2 9228 1888 | warwick.smith@aqualand.com.au | Level 36, Australia Square, 264 George Street | Sydney | NSW | 2000 | Australia | Australia / Oceania | Liquid Equity, Private Equity, Real Estate, Fixed Income | https://www.linkedin.com/company/al-capital/ https://www.aqualand.com.au/ | https://alcapital.com.au/ | AL Capital is a single family office backed by Aqualand, a leading real estate group in Australia, focusing on proprietary trading, global direct investment and strategic M&A opportunities. | SF | |||||||||
| 44 | Al Futtaim Single Family Office | Mehreen | Nadir | Head of Investment Operations | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/mehreen-nadir-cfa-3126865/ | Automotive, Retail, Real Estate, Finance | Established in the 1930s as a trading business, Al-Futtaim is one of the most progressive regional family business houses headquartered in Dubai, United Arab Emirates. The Group is a well diversified organisation with businesses across more than 20 countries in Middle East, Africa, and Asia Pacific in sectors including automotive, retail, real estate and finance. Heading the Investment Services function for the Family Office, I am responsible for execution of all investment and non-investment decisions of the Family Office. This includes the on-boarding of investment managers in close liaison with legal and tax departments; supporting internal legal and tax department in all aspects of the legal and tax due diligence; managing all the legal, compliance and regulatory requirements including KYC and AML verification requests; managing all operational aspects with the internal and external stakeholders, managing custody relationships as well as post-trade monitoring of all asset classes. | SF | ||||||||||||||
| 45 | Al Siraj Holdings LLC | Al Siraj | Executive Chairman | 968 24 600 206 | 968 24 600 208 | info@alsirajholdings.com | P.O. Box 72 | Azaiba | 130 | Sultanate of Oman | Asia | Global Public Equities, Private Equities, Real Estate, Commodities, FX , Hedge Funds, Construction & Related Services, Building Management Systems, Travel & Tourisim, Education, Information Technology Services, Energy, Real Estate & Logistics, Manufacturing | http://www.alsirajholdings.com/ | Al Siraj Holdings Company is a single family office firmn for Al Sira. The story of Al Siraj perfectly aligns with the growth of Oman under its visionary leader His Majesty Sultan Qaboos bin Said. During the last three decades of its operations, it has been instrumental in helping build and develop Oman’s infrastructure in many key sectors of the economy and has established over 46 successful business entities in industries as diverse as construction, oil extraction and education. Al Siraj Holdings Company is committed to continue to implement the vision of its founder with dedication, honesty, Integrity and determination. Join us in helping achieve a bright future for business and growth for the people of the Sultanate of Oman. | SF | ||||||||||
| 46 | Al Zarooni Emirates Investments LLC | Hisham | Hodroge | Chief Investment Officer | 971 4 327 3700 | contact@zeinvestments.com | P.O. Box 121923 | Dubai | United Arab Emirates | Asia | American University of Beirut | https://www.linkedin.com/in/hisham-hodroge-50362a9/ | Private Equity, Public Equity, Investments Funds, Real Estate | 2.009 | https://www.linkedin.com/company/al-zarooni-emirates-investments/ | https://www.zeinvestments.com/ | Al Zarooni Emirates Investments (ZEI) is the UAE holding company managing a strand of Al Zarooni’s family assets in private equity, public equity, investments funds and real estate. In 2009 ZEI became a Limited Liability Company incorporated in the Emirate of Dubai, UAE. ZEI is managed by a combination of family and non-family professionals. | SF | |||||||
| Al Zarooni Emirates Investments LLC | Adil | Al Zarooni | Chief Executive Officer | 971 4 327 3700 | adil@zeinvestments.com | contact@zeinvestments.com | P.O. Box 121923 | Dubai | United Arab Emirates | Asia | Khalifa University | https://www.linkedin.com/in/adilalzarooni/ | Private Equity, Public Equity, Investments Funds, Real Estate | 2.009 | https://www.linkedin.com/company/al-zarooni-emirates-investments/ | https://www.zeinvestments.com/ | Al Zarooni Emirates Investments (ZEI) is the UAE holding company managing a strand of Al Zarooni’s family assets in private equity, public equity, investments funds and real estate. In 2009 ZEI became a Limited Liability Company incorporated in the Emirate of Dubai, UAE. ZEI is managed by a combination of family and non-family professionals. | SF | |||||||
| Al Zarooni Emirates Investments LLC | Muhammad | Behzad Khan | Investment Associate | 971 4 327 3700 | contact@zeinvestments.com | P.O. Box 121923 | Dubai | United Arab Emirates | Asia | University of Wollongong in Dubai | https://www.linkedin.com/in/muhammad-behzad-khan-900265112/ | Private Equity, Public Equity, Investments Funds, Real Estate | 2.009 | https://www.linkedin.com/company/al-zarooni-emirates-investments/ | https://www.zeinvestments.com/ | Al Zarooni Emirates Investments (ZEI) is the UAE holding company managing a strand of Al Zarooni’s family assets in private equity, public equity, investments funds and real estate. In 2009 ZEI became a Limited Liability Company incorporated in the Emirate of Dubai, UAE. ZEI is managed by a combination of family and non-family professionals. | SF | ||||||||
| 47 | Alben Asset Management LLC | Evan | Marks | Founder & CEO | emarks57@gmail.com | 54 Exhibition Lane | Aspen | CO | 81611 | United States of America | North America | Brown University / The Wharton School | https://www.linkedin.com/in/evan-marks-2737a3b/ | Commercial Real Estate, CRE, MBS, Conventional Fixed Income, Domestic and International Equities, PE and VC including Cybersecurity, Technology | 1.998 | NYC Office: 885 3rd Ave. New York, NY 10022-4834 | https://www.linkedin.com/company/alben-asset-management/ | Investment management for personal wealth in various strategies including CRE, MBS, conventional fixed income, domestic and international equities, PE and VC including cybersecurity. | SF | ||||||
| 48 | Alea Global Group | Simon | Baskerville | Director | 44 208 144-0622 | simon@aleaglobalgroup.com | info@aleaglobalgroup.com | P.O.Box 66104 | Bayan | 43001 | Kuwait | Asia | https://www.linkedin.com/in/alexjohnburgess/ | Real Estate, Private Equity, Agriculture commodities, Coal, Iron Ore | 1.998 | $100M | simon@connectgroup.global | https://www.connectgroup.global/ | https://aleaglobalgroup.com/ | Alea Global Group, a single-family office that invests the wealth his family accumulated through a string of businesses stretching back to the 17th century. The Al Duaij family started Alea in 1998, managing a portfolio that was focused mostly on real estate in Kuwait and Saudi Arabia and private equity in the Persian Gulf region and Europe. Al Duaij, 37, took over in 2008 and expanded the company’s reach into Latin America and Asia. Its investments include everything from agricultural land in Brazil to a commodity trading arm in Asia. | SF | ||||
| Alea Global Group | Clive | Harvey | Director | 965 50 031 003 | clive@aleaglobalgroup.com | info@aleaglobalgroup.com | P.O. Box 66104 | Bayan | 43001 | Kuwait | Asia | https://www.linkedin.com/in/clive-harvey-2017/ | Real Estate, Private Equity, Agriculture commodities, Coal, Iron Ore | 1.998 | $100M | clive@humanainternational.com, clive@connectgroup.global | https://www.linkedin.com/company/alea-global-group/ | https://aleaglobalgroup.com/ | Alea Global Group, a single-family office that invests the wealth his family accumulated through a string of businesses stretching back to the 17th century. The Al Duaij family started Alea in 1998, managing a portfolio that was focused mostly on real estate in Kuwait and Saudi Arabia and private equity in the Persian Gulf region and Europe. Al Duaij, 37, took over in 2008 and expanded the company’s reach into Latin America and Asia. Its investments include everything from agricultural land in Brazil to a commodity trading arm in Asia. | SF | |||||
| Alea Global Group | Mohammad Al | Duaij | Chief Executive Officer | 965 50 031 003 | mohammad@aleaglobalgroup.com | info@aleaglobalgroup.com | P.O. Box 66104 | Bayan | 43001 | Kuwait | Asia | University of Leeds | https://www.linkedin.com/in/mohammad-al-duaij-b6bb899/ | Real Estate, Private Equity, Agriculture commodities, Coal, Iron Ore | 1.998 | $100M | Skype: mduaij1980 | https://aleaglobalgroup.com/ | Alea Global Group, a single-family office that invests the wealth his family accumulated through a string of businesses stretching back to the 17th century. The Al Duaij family started Alea in 1998, managing a portfolio that was focused mostly on real estate in Kuwait and Saudi Arabia and private equity in the Persian Gulf region and Europe. Al Duaij, 37, took over in 2008 and expanded the company’s reach into Latin America and Asia. Its investments include everything from agricultural land in Brazil to a commodity trading arm in Asia. | SF | |||||
| Alea Global Group | Alex | Burgess | Partner - International Relations & Business Development | alex@aleaglobalgroup.com | info@aleaglobalgroup.com | P.O. Box 66104 | Bayan | 43001 | Kuwait | Asia | https://www.linkedin.com/in/alexjohnburgess/ | Real Estate, Private Equity, Agriculture commodities, Coal, Iron Ore | 1.998 | $100M | alex@connect-wealth.com | https://www.connect-wealth.com/ | https://aleaglobalgroup.com/ | Alea Global Group, a single-family office that invests the wealth his family accumulated through a string of businesses stretching back to the 17th century. The Al Duaij family started Alea in 1998, managing a portfolio that was focused mostly on real estate in Kuwait and Saudi Arabia and private equity in the Persian Gulf region and Europe. Al Duaij, 37, took over in 2008 and expanded the company’s reach into Latin America and Asia. Its investments include everything from agricultural land in Brazil to a commodity trading arm in Asia. | SF | ||||||
| 49 | Alena Finance S.A. | Laurent | Boels | Business Development Director | 41 225 257 424 | info@alena-finance.com | Rue Robert-de-Traz 14 | Geneva | CH-1206 | Switzerland | Europe | Solvay Brussels School of Economics and Management | https://www.linkedin.com/in/laurent-boels-67904290/ | Private Equity, Real Estate, Hotels Energy Linked Investments, Corporate Investments, Art Objects | 2.000 | https://www.linkedin.com/company/alena-finance-sa/ | https://www.alena-finance.com/ | ALENA is a "multi Family Office" which offers a personalized wealth management service to a chosen clientele. Independent specialist in multi-management, covering both investment in traditional and alternative strategies, ALENA gives you access to the best managers without conflicts of interest. We are pleased to offer you our customized Family Office Services in cooperation with Swiss audit companies traditional, independent Swiss consulting companies which we have come to know as trusted and reliable partners. | MF | ||||||
| Alena Finance S.A. | Frank | Hämmerle | Founder & CEO | 41 225 257 424 | fh@alena-finance.com | info@alena-finance.com | Rue Robert-de-Traz 14 | Geneva | CH-1206 | Switzerland | Europe | HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne | https://www.linkedin.com/in/alenafinancesa/ | Private Equity, Real Estate, Hotels Energy Linked Investments, Corporate Investments, Art Objects | 2.000 | https://www.linkedin.com/company/alena-finance-sa/ | https://www.alena-finance.com/ | ALENA is a "multi Family Office" which offers a personalized wealth management service to a chosen clientele. Independent specialist in multi-management, covering both investment in traditional and alternative strategies, ALENA gives you access to the best managers without conflicts of interest. We are pleased to offer you our customized Family Office Services in cooperation with Swiss audit companies traditional, independent Swiss consulting companies which we have come to know as trusted and reliable partners. | MF | ||||||
| 50 | Aletti Montano & Co. Family Office | Francesco | Aletti Montano | Founder & CEO | Direct: 39 332 320 831, Mobile: 39 345 791 2872 | info@alettimontano.it | Via Innocente Salvini, 31 | Varese | 21100 | Italy | Europe | https://www.linkedin.com/in/francesco-aletti-montano-833a90105/ | Hotel, Hospitality | 2.001 | info@borgodimustonate.it | https://www.borgodimustonate.it/ | Aletti Montano & Co. is a multi-family office based in Varese, Italy. Established in 2001, the firm is dedicated to the integrated management of complex patrimonies. The concept is to maximize administrative and fiscal management of corporate and family governance. It promotes and participates in investment circles whose objective is to attract funds for developing socially useful projects and initiatives that are financially sustainable. The firm also promotes and participates in philanthropy circles whose aim is to collect funds for the development of philanthropic projects and initiatives. | MF | |||||||
| 51 | Alexstrasza Holdings | Clarence | Chew | Chief Executive Officer | clarence.chew@qcg.com.sg | 20 Collyer Quay, #23-01 | Singapore | 049319 | Singapore | Asia | Raffles Institution | https://www.linkedin.com/in/cchew1337/ | Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare | 2.018 | cc@alxza.com | https://qcg.com.sg/ | https://www.alxza.com/ | Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. | MF | ||||||
| Alexstrasza Holdings | Chew | Suok Kai | Chief Investment Officer | Direct: 65 6325 9082 | chew_suok_kai@moh.gov.sg | 20 Collyer Quay, #23-01 | Singapore | 049319 | Singapore | Asia | UCLA | https://www.linkedin.com/in/dr-sk-chew-35889578/ | Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare | 2.018 | https://sph.nus.edu.sg/faculty-directory/chew-suok-kai/ | https://www.alxza.com/ | Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. | MF | |||||||
| Alexstrasza Holdings | Maarten | Hemmes | FO Adviser | maarten@carpal.me | 20 Collyer Quay, #23-01 | Singapore | 049319 | Singapore | Asia | University of Groningen | https://www.linkedin.com/in/maartenhemmes/ | Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare | 2.018 | info@hhinvestments.vc | https://carpalfleet.com/ | https://www.alxza.com/ | Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. | MF | |||||||
| Alexstrasza Holdings | Clarence | Chew | Director | clarence.chew@qcg.com.sg | 20 Collyer Quay #23-01 | Singapore | 049319 | Singapore | Asia | Raffles Institution | https://www.linkedin.com/in/cchew1337/ | Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare | 2.018 | info@qcg.com.sg | https://qcg.com.sg/ | https://www.alxza.com/ | Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. | MF | |||||||
| Alexstrasza Holdings | Sophie | Khau | Co-Founder | sophie.khau@qcg.com.sg | 20 Collyer Quay #23-01 | Singapore | 049319 | Singapore | Asia | HEC Paris | https://www.linkedin.com/in/sophie-khau-5292756/ | Private Equity, Venture Capital, Real Estate, Business Incubation, Sustainability, Renewable Energy, Healthcare | 2.018 | https://qcg.com.sg/ | https://www.alxza.com/ | Alexstrasza Holdings is a Singapore-based Asian Multi-Family Office with a focus on alternative investments (PE/VC/real estate/special situations/hedge fund) and business incubation with global perspectives. We are entrepreneurs for entrepreneurs, family offices for family offices. Leveraging on our network and ecosystem of strategic partners across the globe, we are in the business of enhancing yields and building empires via alternative investments and businesses incubation. | MF | ||||||||
| 52 | Alfa Invest AB | Magnus | Nordenfelt | Managing Partner | 46 8 425 00 530 | magnus@alfainvest.se | info@alfainvest.se | Birger Jarlsgatan 2 | Stockholm | 114 34 | Sweden | Europe | Lund University | https://www.linkedin.com/in/magnus-nordenfelt-88a3384b/ | Private Equity, Real Estate, Venture Capital, Asset Management | 2.017 | https://www.linkedin.com/company/alfa-invest-ab/ | https://www.alfainvest.se/ | Alfa Invest is an independent player offering tailor-made advisory and discretionary asset management to companies, foundations and individuals with greater assets. Management of dormant company, Multifamily Office. The company is a Swedish Securities Company and is under the supervision of Finansinspektionen. Alfa Invest offers independent advisory and discretionary asset management to companies, foundations and individuals with greater assets. Our business is focused on establishing tailor-made goals regarding return, asset allocation and portfolio strategies based on the respective customer's conditions with a view to achieving stable and successful wealth management. The fact that Alfa Invest is independent means that the company does not receive any remuneration from third-party suppliers or have any earnings from its own products. In addition to direct fees Alfa Invest charges a customer, the company and its customers have the same incentive - to keep the cost level low and optimize the return given the agreed investment orientation and market assessment. | MF | |||||
| 53 | Alkimia Capital | David | Betbese | Founder & CEO | 376 82 83 82 | 376 32 63 23 | dbetbese@alkimia-capital.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | Université Toulouse 1 Capitole | https://www.linkedin.com/in/david-betbese-136b1617/ | Real Estate | 2.015 | https://www.linkedin.com/company/alkimia-capital/ | http://www.alkimia-capital.com/ | Alkimia Capital is a multi family office founded by a team of professionals from the financial sector with a wide experience in private banking, investment banking and financial markets. | MF | ||||
| Alkimia Capital | Christian | Merle | Chairman of the Board | Direct: 33 760 213 209 | 376 32 63 23 | christian.merle@gmail.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | Université Paris Pantheon Sorbonne | https://www.linkedin.com/in/christian-merle-504536b/ | Real Estate | 2.015 | https://www.linkedin.com/company/alkimia-capital/ | http://www.alkimia-capital.com/ | Alkimia Capital is a multi family office founded by a team of professionals from the financial sector with a wide experience in private banking, investment banking and financial markets. | MF | |||||
| Alkimia Capital | Carles | Figueras | Chief Investment Officer | 376 82 83 82 | 376 32 63 23 | cfigueras@alkimia-capital.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | Universitat Rovira i Virgili | https://www.linkedin.com/in/carles-figueras-cfa/ | Real Estate | 2.015 | https://www.linkedin.com/company/alkimia-capital/ | http://www.alkimia-capital.com/ | Alkimia Capital is a multi family office founded by a team of professionals from the financial sector with a wide experience in private banking, investment banking and financial markets. | MF | |||||
| Alkimia Capital | Georgia | Pont | Co-Founder & Senior Project Manager | 376 828 382 | 376 326 323 | gpont@alkimia-capital.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | EII University of Mons Hainaut | https://www.linkedin.com/in/georgiapont1511/ | Real Estate | 2.015 | https://www.linkedin.com/company/alkimia-capital/ | http://alkimia-capital.com/ | Alkimia Capital collates a team of professionals from the financial sector that possesses a wide experience in Private banking, Investment Banking and Financial Markets | MF | |||||
| Alkimia Capital | Carles | Figueras | Chief Investment Officer | 376 828 382 | 376 326 323 | cfigueras@alkimia-capital.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | Universitat Rovira i Virgili | https://www.linkedin.com/in/carles-figueras-cfa/ | Real Estate | 2.015 | https://www.linkedin.com/company/alkimia-capital/ | http://alkimia-capital.com/ | Alkimia Capital collates a team of professionals from the financial sector that possesses a wide experience in Private banking, Investment Banking and Financial Markets | MF | |||||
| Alkimia Capital | Christian | Merle | President | 376 828 382 | 376 326 323 | cmerle@reyl.com | info@alkimia-capital.com | C/ Pau Casals num. 8 – Edifici Cornella II – 4rt 3a | Andorra la Vella | AD500 | Principality of Andorra | Europe | Université Paris Pantheon Sorbonne | https://www.linkedin.com/in/christian-merle-504536b/ | Real Estate | 2.015 | https://www.reyl.com/en/node/11544 | http://alkimia-capital.com/ | Alkimia Capital collates a team of professionals from the financial sector that possesses a wide experience in Private banking, Investment Banking and Financial Markets | MF | |||||
| 54 | AllaNova Financial Group of Companies | Syrus | Sebastian Nyaiesh | Director | 46 8 5592 5310 | 46 8 5090 9652 | sebastian@allanova.se | allanova@allanova.se | Nybrogatan 34, 2tr. | Stockholm | 114 41 | Sweden | Europe | B2B Financing, Entrepreneurial Investments, Commercial Real Estate and Forested Land Exploitation | 1.989 | http://allanova.se/ | AllaNova AB is an independent multi-family office and investment firm headquartered in Stockholm, Sweden. Our investment philosophy is a balanced mix of asset preservation and capital growth. Besides capital management, our company focuses on B2B financing, entrepreneurial investments, commercial real estate and forested land exploitation. We cooperate with leading Scandinavian external fund managers, analysis services and boutique firms in order to provide our shareholders the highest quality implementation of our balanced and diversified investment strategy. | MF | |||||||
| 55 | Allegiance Multi-Family Office & Trustees | Stathis | Efstathiou | Managing Director | 357 25 313 436 | stathis@allmfo.com | info@allmfo.com | Eras 2, Ayios Tychonas, 4532 | Limassol | CY 4532 | Cyprus | Europe | University of Oxford | https://www.linkedin.com/in/stathis-efstathiou-17114817/ | Commercial Real Estate, Due Diligence | https://www.allmfo.com/ | Allegiance is a truly independent company, regulated in the provision of professional services, and represents a transformation of a Single Family Office. | MF | |||||||
| 56 | Allegoria Capital Ltd. | Mahmoud | Shehada | Founder & CEO | 971 4 551 4252 | info@allegoriacapital.com | 406-407, Bay Square 13, Business Bay | Dubai | United Arab Emirates | Asia | York University | https://www.linkedin.com/in/mahmoudshehada/ | Venture Capital, Private Equity, Real Estate, Marketing & Advertising, Financial Services, e-Commerce and Businessman Services Sectors in the UAE and MENA region | 2.014 | info@ascalonia.com, info@dieofficial.com | https://ascalonia.com/ https://www.dieofficial.com/ https://www.trigonodevelopments.com/ | https://www.allegoriacapital.com/ | ACL is a privately held family office that was established in 2014 as a holding company in Dubai with the vision to be a top player in the private equity space in the UAE and MENA region. ACL operates a diversified portfolio of entities mainly in the real estate, marketing & advertising, financial services, e-commerce and businessman services sectors. Founded on the premise of developing initiatives and concepts, taking them from paper to reality, ACL has developed a solid track record of successful investments and business operations, with management consultancy and business development at the core of ACL’s forte. ACL’s investments advanced since 2014 as it institutionalized its shareholders’ wealth management, spanning from Real Estate, Equity, Debt, and Private Placements both in the Venture Capital and Private Placement space. | SF | ||||||
| 57 | Alluti GmbH | Bert | Bleicher | Managing Director | 49 891 891-4750 | bert.bleicher@alluti.de | info@alluti.de | Mauerkircherstrasse 50a | Munich | 81679 | Germany | Europe | https://www.linkedin.com/in/bert-bleicher-4b561b72/ | > Private Equity: Closed funds and direct investments in various business areas > Impact Invest / Projects: Socially relevant participations with a social background > Property: Real Estate, Residential and commercial property / mezzanine > Liquid Assets: Stocks and other short-term investments | 2.014 | https://www.linkedin.com/company/alluti-gmbh/ | https://www.alluti.de/ | Alluti GmbH is an independent single family office based in Munich-Bogenhausen. Founded in 2014 by entrepreneur Bert Bleicher, we represent clear values and are convinced that the criteria of professionalism, down-to-earthness, joy and success are not mutually exclusive. | SF | ||||||
| Alluti GmbH | Klaus | Albrecht | Head of Family Office and Advisor to the Owner | 49 891 891-4750 | klaus.albrecht@alluti.de | info@alluti.de | Mauerkircherstrasse 50a | Munich | 81679 | Germany | Europe | https://www.linkedin.com/in/klaus-albrecht-3a6343182/ | > Private Equity: Closed funds and direct investments in various business areas > Impact Invest / Projects: Socially relevant participations with a social background > Property: Real Estate, Residential and commercial property / mezzanine > Liquid Assets: Stocks and other short-term investments | 2.014 | https://www.infandx.com/ | https://www.alluti.de/ | Alluti GmbH is an independent single family office based in Munich-Bogenhausen. Founded in 2014 by entrepreneur Bert Bleicher, we represent clear values and are convinced that the criteria of professionalism, down-to-earthness, joy and success are not mutually exclusive. | SF | |||||||
| Alluti GmbH | Sabine | Schuh | Team Manager & Executive Assistant | 49 891 891-4750 | sabine.schuh@alluti.de | info@alluti.de | Mauerkircherstrasse 50a | Munich | 81679 | Germany | Europe | BAW München | https://www.linkedin.com/in/sabine-schuh-435ba3125/ | > Private Equity: Closed funds and direct investments in various business areas > Impact Invest / Projects: Socially relevant participations with a social background > Property: Real Estate, Residential and commercial property / mezzanine > Liquid Assets: Stocks and other short-term investments | 2.014 | https://www.linkedin.com/company/alluti-gmbh/ | https://www.alluti.de/ | Alluti GmbH is an independent single family office based in Munich-Bogenhausen. Founded in 2014 by entrepreneur Bert Bleicher, we represent clear values and are convinced that the criteria of professionalism, down-to-earthness, joy and success are not mutually exclusive. | SF | ||||||
| 58 | ALM Luxembourg holdings Sarl | Heymans | Thomas | Chief Executive Officer | 352 621 554 249 | 2 Rue Heinrich Heine | Luxembourg | 1720 | Luxembourg | Europe | University of Liège | https://www.linkedin.com/in/heymans-thomas-24b6b079/ | Real Estate | contact@bhskosher.com | https://www.bhskosher.com/ http://www.concilium.lu/site/index.html https://www.levinquotidien.lu/ | ALM Luxembourg holdings is a single family office located close to the Luxemburg railway station at a stop of the tram. | SF | ||||||||
| 59 | Alpha Capital Research, LLC | Jim | Moonier | Owner | (808) 381-0642 | jmoonier@alphacap.net | info@alphacapital.com | 354 Uluniu St., Suite 310, Honolulu County | Kailua | HI | 96734-2532 | United States of America | North America | https://www.linkedin.com/in/jim-moonier-6a68449/ | Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products | 1.997 | $330M | http://www.alphacap.net/ | https://www.alphacapital.com/ | Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. | SF | ||||
| Alpha Capital Research, LLC | Scott | Brody | Partner | (860) 659-2363 | (860) 659-4345 | scott.brody@belr.com | info@alphacapital.com | 701 Hebron Avenue, 3rd Floor | Glastonbury | CT | 06033 | United States of America | North America | University of Vermont | https://www.linkedin.com/in/scott-brody-2293ab2/ | Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products | 1.997 | $330M | http://www.alphacap.net/ | https://www.alphacapital.com/ | Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. | SF | |||
| Alpha Capital Research, LLC | Richard | Rego | Chief Investment Officer | (860) 659-2363 | (860) 659-4345 | rrego@alphacap.net | info@alphacapital.com | 701 Hebron Avenue, 3rd Floor | Glastonbury | CT | 06033 | United States of America | North America | Cornell University | https://www.linkedin.com/in/richard-rego-0353771/ | Private Equity, Alternative Investments, Hedge Funds, Commodities, Stocks, Bonds, ETF Products | 1.997 | $330M | http://www.alphacap.net/ | https://www.alphacapital.com/ | Founded in 1984 as a private equity firm, Alpha Capital Partners is now a family office making direct private equity investments, managing an internal hedge fund, and, on a limited basis, investing in US real estate. An affiliate of the firm, NM Group Global, is a holding company making strategic investments in US-based manufacturing firms. | SF | |||
| 60 | Alpha Family Office GmbH | Udo | Seiferlein | Management | 49 694 272-9510 | 49 69 427-2951-19 | info@alpha-fo.de | Gerbermühlstraße 7 | Frankfurt | 60487 | Germany | Europe | 2.004 | https://www.linkedin.com/company/alpha-family-office-gmbh/ | https://alpha-fo.de/ | The Alpha Family Office GmbH is an independent, owner-managed and since 2004 successfully established Multifamily Office in Frankfurt am Main. We specialize in the highly individual, strategic consulting of entrepreneurial families and the goal-oriented management of complex assets. As a highly experienced, solution-oriented contact person, we are not only competent for financial issues. We take care of you and your assets in full. Our services range from asset structuring, current asset control, regular, consolidated reporting to purely administrative activities. We act as supervisors and involve external experts wherever it is necessary and meaningful - for example, tax consultants, lawyers, asset managers and real estate specialists. | MF | ||||||||
| Alpha Family Office GmbH | Wolfgang | Erlebach | Management | 49 694 272-9510 | 49 69 427-2951-19 | info@alpha-fo.de | Gerbermühlstraße 7 | Frankfurt | 60487 | Germany | Europe | 2.004 | https://www.linkedin.com/company/alpha-family-office-gmbh/ | https://alpha-fo.de/ | The Alpha Family Office GmbH is an independent, owner-managed and since 2004 successfully established Multifamily Office in Frankfurt am Main. We specialize in the highly individual, strategic consulting of entrepreneurial families and the goal-oriented management of complex assets. As a highly experienced, solution-oriented contact person, we are not only competent for financial issues. We take care of you and your assets in full. Our services range from asset structuring, current asset control, regular, consolidated reporting to purely administrative activities. We act as supervisors and involve external experts wherever it is necessary and meaningful - for example, tax consultants, lawyers, asset managers and real estate specialists. | MF | |||||||||
| 61 | AlphaBee Invest SA | David | Arnaud | Managing Director | 41 223 015 287 | da@alphabee.fund | avenue de Beau-Séjour, 8bis | Geneva | CH-1206 | Switzerland | Europe | University of Louisiana at Lafayette | https://www.linkedin.com/in/davidarnaudgeneve/ | Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate | 2.016 | https://www.alphabee.fund/ | https://www.linkedin.com/company/alphabee-asset-management/ | AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. | SF | ||||||
| AlphaBee Invest SA | Frederic | Guibaud | Associate | 41 223 015 287 | fg@alphabee.fund | avenue de Beau-Séjour, 8bis | Geneva | CH-1206 | Switzerland | Europe | Texas Christian University - M.J. Neeley School of Business | https://www.linkedin.com/in/fredericguibaud/ | Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate | 2.016 | https://www.alphabee.fund/ | https://www.linkedin.com/company/alphabee-asset-management/ | AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. | SF | |||||||
| AlphaBee Invest SA | Christophe | Jallet | Quant Analyst | 41 223 015 287 | cj@alphabee.fund | avenue de Beau-Séjour, 8bis | Geneva | CH-1206 | Switzerland | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/christophe-jallet-6005a329/ | Hedge Funds, Fund-of-Hedge Funds, Fund-of-Funds, Alternative Investments, Private Equity, Commecial Companies, both Liquid Assets, Listed Equities, Fixed Income Investments, Funds, Illiquid Assets, Venture Capital, Real Estate | 2.016 | https://www.alphabee.fund/ | https://www.linkedin.com/company/alphabee-asset-management/ | AlphaBee Invest SA is an independent family and private investment office dedicated to finding global solutions and offering bespoke services for families’ unique needs. Team members have proven experience in structuring family capital and advising on the wealth of complex family groups. | SF | |||||||
| 62 | Alpha-TAO | Alon | Tal | Chief Executive Officer | Alon@alpha-tao.com | Tel Aviv | Israel | Asia | The Hebrew University of Jerusalem | https://www.linkedin.com/in/alon-tal-942956/ | Funds, Real Estate, P2P | http://www.alpha-tao.com/ | ALPHA group engaged in providing investment banking and business development services to investment funds (private and government), corporate (private and state owned enterprises) and technology companies. Our clients enjoy the personal attention of a boutique investment house coupled with access to unique investment opportunities offered by a player having global reach. TAO is the group’s Multi-Family Office serving high net worth individuals. The sole commitment of TAO Family Office is to enhance the financial lives of our clients and to enrich their family legacies. This means helping you to organize and deploy your wealth in ways that enable you and your family to live happier, more harmonious and more secure lives. We have specialty in the area of tailor made financial products as efficient way of portfolio management. | MF | |||||||||||
| 63 | ALPS Advisory (HK) Limited | Vincent | Au | Managing Director | 852 2877-3328 | 852 2845-9272 | vau@alpshk.com | alps@alpshk.com | 15th Flr, The Wellington, 198 Wellington Street | Central | Hong Kong | Asia | University of Kent | https://www.linkedin.com/in/vincentaucfa/ | Private Equity, Real Estate, Venture Capital, Hedge Funds | 2.009 | https://www.linkedin.com/company/alps-advisory/ | https://alpshk.com/ | ALPS Advisory, a multi-family office, with office in Hong Kong, we are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs of private investors, families, and family foundations. | MF | |||||
| ALPS Advisory (HK) Limited | Audrey | Lo | Chairman | 852 2877-3328 | 852 2845-9272 | alo@alpshk.com | alps@alpshk.com | 15th Flr, The Wellington, 198 Wellington Street | Central | Hong Kong | Asia | Private Equity, Real Estate, Venture Capital, Hedge Funds | 2.009 | https://www.linkedin.com/company/alps-advisory/ | https://alpshk.com/ | ALPS Advisory, a multi-family office, with office in Hong Kong, we are an independent wealth advisory firm that leverages our experience and extensive relationships in the banking and investment sectors to meet the long term customized needs of private investors, families, and family foundations. | MF | ||||||||
| 64 | Alsulaiman Investments | Ghassan | Ahmed Alsulaiman | Founder | 966 126 069 005 | 966 126 069 007 | s.alsulaiman@alsulaimangroup.com | info@alsulaimangroup.com | P.O. Box 8054 | Jeddah | 21482 | Saudi Arabia | Asia | Retail, Real Estate, Private Equity, Financial Services | honoraryconsul@alsulaimangroup.com | https://www.linkedin.com/company/alsulaiman-investments/ | https://alsulaimangroup.com/ | Alsulaiman Investments is a Single Family Office (SFO) and investment company of Dr. Ghassan Ahmed Alsulaiman and other shareholders of Alsulaiman Group (the IKEA franchisee in Saudi Arabia and Bahrain since 1983). | SF | ||||||
| 65 | Altamount Capital Management Pvt. Ltd. | Richa | Karpe | Executive Director, Co-Founder | 91 22 6143 3600 | 91 22 6143 3600 | richa.karpe@altamountcapital.com | contact@altamountcapital.com | 67/68 Jermyn Street | London | SW1Y 6NY | United Kingdom | Europe | NMIMS | https://www.linkedin.com/in/richa-karpe-807a971/ | Direct Private Investments, Direct Real Estate, Cross Border Opportunities and Financing | 2.008 | https://www.linkedin.com/company/altamount-capital-management-pvt.-ltd./ | http://www.altamountcapital.com/ | Altamount Capital Management is the first of its kind in India, offering Multi Family Office services, comparable to international standards, combined with Corporate Advisory and unique investment opportunities across all asset classes to its network of ultra wealthy families. | MF | 91 124 407 9374 Bengaluru Office: Le Parc Richmond 51, Richmond Road Bengaluru 560025 | |||
| 66 | Althéo Partners | Olivier | Roux de Bézieux | Family Officer | 33 153 530 201 | o.bezieux@altheopartners.com | investissements@altheopartners.com | 69, Rue La Boétie | Paris | F-75008 | France | Europe | ISG Institut Supérieur de Gestion | https://www.linkedin.com/in/olivierrouxdebezieux/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | contact@altheopartners.com | https://www.linkedin.com/company/altheo-partners/ | https://www.altheopartners.com/ | Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues. Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. | MF | |||||
| Althéo Partners | Clement | Jorez | Partner - Family Officer | Office: 33 142 891 339, Direct: 33 142 891 336, Mobile: 33 662 853 446 | c.jorez@altheopartners.com | investissements@altheopartners.com | 69, Rue La Boétie | Paris | F-75008 | France | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/clement-jorez-ba3a582a/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | https://www.linkedin.com/company/altheo-partners/ | https://www.altheopartners.com/ | Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues. Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. | MF | |||||||
| Althéo Partners | Alexandre | Boissarie | Family Officer - Managing Partner | 33 142 891 339 | a.boissarie@altheopartners.com | investissements@altheopartners.com | 69, Rue La Boétie | Paris | F-75008 | France | Europe | Master 2 Droit des affaires et fiscalité | Université Paris II - Panthéon-Assas | https://www.linkedin.com/in/alexandre-boissarie-1470409/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | https://www.linkedin.com/company/altheo-partners/ | https://www.altheopartners.com/ | Althéo Partners is an independent multi-family office, whose capital is held exclusively by its partners. Based in Paris and soon in Brussels, the team watches over the interests of families (entrepreneurs, heiresses and artists, etc.) that it provides comprehensive support on financial, legal and tax issues. Intervening in all asset classes and regardless of the country of residence of its clients, the complementarity and experience of the team contribute to the notoriety of Altheo Partners among entrepreneurial families and heirs. The commitment of Altheo Partners alongside its clients allows the creation of a relationship based on trust and strong agility in the solutions to be provided to them in a sustainable manner. | MF | |||||||
| 67 | Altman Advisors | Benjamin | Altman | CEO & Chief Investment Officer | Office: (312) 759-7801 | ben.altman@altmanadvisors.com | info@altmanadvisors.com | 233 S. Wacker Drive, Suite 9750 | Chicago | IL | 60606 | United States of America | North America | Tufts University | https://www.linkedin.com/in/benjaminaltman/ | Real Estate, Alternative Investments | 1.977 | $250M | https://www.linkedin.com/company/altman-advisors/ | https://www.altmanadvisors.com/ | Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years. | MF | |||
| Altman Advisors | Sheldon | Altman | Chairman | Direct: (312) 759-7802 | sheldon.altman@altmanadvisors.com | info@altmanadvisors.com | 233 S. Wacker Drive, Suite 9750 | Chicago | IL | 60606 | United States of America | North America | University of Illinois Urbana-Champaign | https://www.linkedin.com/in/sheldon-altman-87060110/ | Real Estate, Alternative Investments | 1.977 | $250M | https://www.linkedin.com/company/altman-advisors/ | https://www.altmanadvisors.com/ | Altman Advisors is a multi-family office providing comprehensive planning and portfolio management services to high-net-worth clientele, and traces its history of serving clients back over 40 years. | MF | ||||
| 68 | Alto Partners Pte Ltd. | Kaspar | Hidayat | Partner | 65 6908 4898 | kaspar.hidayat@alto-partners.com | info@alto-partners.com | 350 Orchard Road #18-05, Shaw House | Singapore | 049909 | Singapore | Asia | NYU Stern School of Business | https://www.linkedin.com/in/kasparhidayat/ | Venture Capital, Asset Management, Private Investments, Fintech, Consumer Technologies, Real Estate | 2.013 | https://www.forge.vc/ | https://www.alto-partners.com/ | Alto Partners is a boutique multi-family office which serves the complex financial needs of affluent individuals and families. We offer a single trusted point of contact to provide investment management, reporting and administrative services for clients, across generations. | MF | |||||
| Alto Partners Pte Ltd. | Tiang Lim | Foo | Partner | 65 6908 4898 | tiang@foo.vc | info@alto-partners.com | 350 Orchard Road #18-05, Shaw House | Singapore | 049909 | Singapore | Asia | Stanford University | https://www.linkedin.com/in/tlfoo/ | Venture Capital, Asset Management, Private Investments, Fintech, Consumer Technologies, Real Estate | 2.013 | https://www.forge.vc/ | https://www.alto-partners.com/ | Alto Partners is a boutique multi-family office which serves the complex financial needs of affluent individuals and families. We offer a single trusted point of contact to provide investment management, reporting and administrative services for clients, across generations. | MF | ||||||
| Alto Partners Pte Ltd. | James | Quismorio | Chief Executive Officer | 65 6908 4898 | james.quismorio@alto-partners.com | info@alto-partners.com | 350 Orchard Road #18-05, Shaw House | Singapore | 049909 | Singapore | Asia | University of Pennsylvania | https://www.linkedin.com/in/jim-quismorio-4b130846/ | Venture Capital, Asset Management, Private Investments, Fintech, Consumer Technologies, Real Estate | 2.013 | https://www.linkedin.com/company/alto-partners-pte-ltd/ | https://www.alto-partners.com/ | Alto Partners is a boutique multi-family office which serves the complex financial needs of affluent individuals and families. We offer a single trusted point of contact to provide investment management, reporting and administrative services for clients, across generations. | MF | ||||||
| 69 | AlTouq Group | Rakan | Ibrahim AlTouq | Vice President - Investments | 966 11 477 0688 | 966 11 478 1535 | rakan@altouq.com | admin@altouq.com | P.O. Box 27483 | Riyadh | 11417 | Kingdom of Saudi Arabia | Asia | Private Equity, Public Equity, Real Estate, Direct Investments | 1.970 | http://www.altouq.com/ | AlTouq Group is a Saudi Arabian Single-Family Office established in the 1970's as an investment vehicle for the AlTouq family. | SF | |||||||
| AlTouq Group | Saif | Ibrahim AlTouq | Deputy Chief Executive Officer | 966 11 477 0688 | 966 11 478 1535 | saif.altouq@gmail.com | admin@altouq.com | P.O. Box 27483 | Riyadh | 11417 | Kingdom of Saudi Arabia | Asia | Private Equity, Public Equity, Real Estate, Direct Investments | 1.970 | http://www.altouq.com/ | AlTouq Group is a Saudi Arabian Single-Family Office established in the 1970's as an investment vehicle for the AlTouq family. | SF | ||||||||
| AlTouq Group | Asher | Noor | Chief Investment Officer & Group CFO | 966 11 477 0688 | 966 11 478 1535 | asher@altouq.com | admin@altouq.com | P.O. Box 27483 | Riyadh | 11417 | Kingdom of Saudi Arabia | Asia | Karachi University | https://www.linkedin.com/in/ashernoor/ | Private Equity, Public Equity, Real Estate, Direct Investments | 1.970 | http://www.altouq.com/ | AlTouq Group is a Saudi Arabian Single-Family Office established in the 1970's as an investment vehicle for the AlTouq family. | SF | ||||||
| AlTouq Group | AbdulMohsen | Ibrahim AlTouq | Chief Executive Officer | 966 114 770 688 | 966 114 781 535 | abdulmohsen@altouq.com | admin@altouq.com | P.O. Box 27483 | Riyadh | 11417 | Kingdom of Saudi Arabia | Asia | https://www.linkedin.com/in/abdulmohsen-altouq-6440b3a5/ | Private Equity, Public Equity, Real Estate, Direct Investments | 1.970 | http://www.altouq.com/ | AlTouq Group is a Saudi Arabian Single-Family Office established in the 1970's as an investment vehicle for the AlTouq family. | SF | |||||||
| 70 | Altrana Advisory AG | Biagio | Zoccolillo | Vice Chairman of the Board | 41 587 104 700 | 41 587 104 720 | biagio.zoccolillo@milleniumassociates.com | info@altrana.ch | Speerstrasse 12a | Wilen b. Wollerau | 8832 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/biagioz/ | Real Estate, Private Equity | info@zoccolillo-partner.com | https://www.zoccolillo-partner.com/ https://www.milleniumassociates.com/ | https://altrana.ch/ | Altrana Advisory, a Swiss based multi-family office serving clients, their businesses and families with our in-depth wealth management, legal, financial and tax knowledge and experiences. | MF | ||||
| 71 | Altride Family Office | Paul-André | Soreau | Associate Manager | 33 145 541 803 | psoreau@altride.fr | contact@altridefamilyoffice.fr | 4 place de l'Opéra | Paris | 75002 | France | Europe | UNIVERSITE D'AUVERGNE | https://www.linkedin.com/in/paul-andré-soreau/ | 2.018 | https://www.linkedin.com/company/altride-family-office/ | https://www.altride.fr/ | ALTRIDE is a multi-family office created on the initiative of a former notary. While many family offices exist in financial matters, few family offices have developed specific expertise in real estate. However, real estate investment is complex and requires bringing together multiple stakeholders. The notion of Family office was born in the United States in the 19th century during the industrial revolution, in order to allow new fortunes to have a single point of entry for the control and management of their private family assets. The family office is a skills assembler. It helps families to select and coordinate the best stakeholders, to respond to their personal issues, in connection with their professional heritage. Like a heritage architect, he helps them build a coherent and long-term project. Finally, like chartered accountants for companies, he follows families and organizations (joint ownership, civil society, company, association, foundation) on a daily basis in the realization and management of their heritage project. | MF | ||||||
| 72 | Alva Wealth GmbH | Henry | Erimodafe | Managing Partner | henry@erimodafe.com | Baarerstrasse 43 | Zug | CH-6300 | Switzerland | Europe | University of Strathclyde / Harvard Business School | https://www.linkedin.com/in/henry-erimodafe-090249/ | 2.018 | Alva Wealth, an independent Swiss based Multi-Family Office, which focuses primarily on African clients and investors by offering them a solution hub to meet all their specific needs. As an independent financial boutique, we draw upon the resources of our extensive network to create bespoke solutions for offshore banking, investment management, fiduciary, business, real estate or personal needs. We strive in helping you in gaining, time, efficiency, cost saving, while protecting your wealth and privacy. Our team brings a unique mix of broad wealth management experience from UBS, Julius Bär and Deutsche Bank and specific African knowledge. We have lived and worked in different European and African countries. | MF | ||||||||||
| 73 | Alvarium Investments | Elena | Giordano | Senior Family Advisor | 41 919 853 510 | 41 919 853 519 | elena.giordano@albacore.ch | info@albacore.ch | Via Nassa, 29 | Lugano | CH-6900 | Switzerland | Europe | University of Hartford | https://www.linkedin.com/in/elena-giordano-mba-055a2317/ | Ecosystem, Private Equity, Funds, Real Estate | 2.009 | $22B | https://www.linkedin.com/company/alvariuminvestments/ | https://alvariuminvestments.com/ | Alvarium is an independent investment firm and multi-family office providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. | MF | |||
| Alvarium Investments | Roberto | Tronci | Chief Investment Officer | 41 919 853 510 | 41 919 853 519 | roberto.tronci@albacore.ch | info@albacore.ch | Via Nassa, 29 | Lugano | CH-6900 | Switzerland | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/roberto-tronci-a52617/ | Ecosystem, Private Equity, Funds, Real Estate | 2.009 | $22B | https://www.linkedin.com/company/alvariuminvestments/ | https://alvariuminvestments.com/ | Alvarium is an independent investment firm and multi-family office providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. | MF | ||||
| Alvarium Investments | Robert | Burton | Partner, Head of Trust & Fiduciary | 44 207 195-1400 | robert.burton@ljpartnership.com | 10 Old Burlington Street | London | W1S 3AG | United Kingdom | Europe | The University of Manchester | https://www.linkedin.com/in/rob-burton-b6b3468/ | Ecosystem, Private Equity, Funds, Real Estate | 2.009 | $22B | https://www.linkedin.com/company/alvariuminvestments/ | https://alvariuminvestments.com/ | Alvarium is an independent investment firm and multi-family office providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. | MF | ||||||
| Alvarium Investments | Shahrzad | Atai | Managing Director | 44 207 195-1400 | shahrzad.atai@alvariuminvestments.com | 10 Old Burlington Street | London | W1S 3AG | United Kingdom | Europe | University of Hertfordshire | https://www.linkedin.com/in/shahrzad-atai-bsc-llb-llm-a5597b2/ | Ecosystem, Private Equity, Funds, Real Estate | 2.009 | $22B | https://www.linkedin.com/company/alvariuminvestments/ | https://alvariuminvestments.com/ | Alvarium is an independent investment firm and multi-family office providing tailored solutions for families, foundations and institutions across the Americas, Europe and Asia-Pacific. | MF | ||||||
| Alvarium Investments | Nish | Vyas | Private Wealth Advisor | 64 9 973 5410 | Nish.Vyas@alvariumwealth.co.nz | P.O. Box 2673 | Auckland | 1140 | New Zealand | Australia / Oceania | University Of Bombay | https://www.linkedin.com/in/nish-nishith-vyas-025700a/ | Private Equity, Funds, Real Estate | 2.009 | NZD$30B | https://www.linkedin.com/company/alvariuminvestments/ | https://www.alvariumwealth.co.nz/ | Alvarium Wealth is part of a global, privately owned and independent investment management boutique that supervises more than NZD$30B of financial assets. As part of the global boutique we are able to provide specialist and unbiased investment service to individuals, families, foundations and charitable trusts. These services can be accessed through a range of funds, managed accounts and bespoke tailored investment solutions. We work closely with our colleagues in North America, Europe and Asia to ensure that we have access to the best information and investment talent available. | MF | ||||||
| Alvarium Investments | Simon | Tompkins | Executive Director | 64 9 973 5410 | Simon.Tompkins@alvariumwealth.co.nz | P.O. Box 2673 | Auckland | 1140 | New Zealand | Australia / Oceania | University of Canterbury | https://www.linkedin.com/in/simon-tompkins-59449452/ | Private Equity, Funds, Real Estate | 2.009 | NZD$30B | https://www.linkedin.com/company/alvariuminvestments/ | https://www.alvariumwealth.co.nz/ | Alvarium Wealth is part of a global, privately owned and independent investment management boutique that supervises more than NZD$30B of financial assets. As part of the global boutique we are able to provide specialist and unbiased investment service to individuals, families, foundations and charitable trusts. These services can be accessed through a range of funds, managed accounts and bespoke tailored investment solutions. We work closely with our colleagues in North America, Europe and Asia to ensure that we have access to the best information and investment talent available. | MF | ||||||
| Alvarium Investments | Alan | McChesney | Executive Director | 64 9 973 5410 | Alan.McChesney@alvariumwealth.co.nz | P.O. Box 2673 | Auckland | 1140 | New Zealand | Australia / Oceania | The University of Auckland | https://www.linkedin.com/in/alan-mcchesney-2406842b/ | Private Equity, Funds, Real Estate | 2.009 | NZD$30B | https://www.linkedin.com/company/alvariuminvestments/ | https://www.alvariumwealth.co.nz/ | Alvarium Wealth is part of a global, privately owned and independent investment management boutique that supervises more than NZD$30B of financial assets. As part of the global boutique we are able to provide specialist and unbiased investment service to individuals, families, foundations and charitable trusts. These services can be accessed through a range of funds, managed accounts and bespoke tailored investment solutions. We work closely with our colleagues in North America, Europe and Asia to ensure that we have access to the best information and investment talent available. | MF | ||||||
| 74 | Amendris Wealth Management & Family Office | Beat | Im Obersteg | Managing Director | 41 418 802 525 | 41 313 025 500 | beat.im.obersteg@amendris.ch | Museggstrasse 8 | Luzern | 6004 | Switzerland | Europe | University of Rochester - Simon Business School | https://www.linkedin.com/in/beat-im-obersteg-a753b3/ | Real Estate, Wealth Management, Corporate Finance, Institutional Consulting and Private Banking | 1.987 | $500M | https://www.amendris.ch/ | Amendris® operates as a multi family office in Luzern, Switzerland. | MF | |||||
| 75 | América Consultores | Francisco | Lyon O. | Director | 564 1333 7390 | contacto@atrust.cl | Barros Arana 492, Oficina 73, Torre Ligure | Concepción | Chile | South America | Real Estate | 1.997 | contacto@americaseguros.cl | https://americatrust.cl/ | https://americaconsultores.cl/ | With more than 20 years of experience, América Consultores is today a multi-family-office with a long history in financial advisory services for high net worth clients, providing an excellent service to all their investment requirements for their savings, both nationwide. as international. Equipped with a team of qualified professionals, we work to satisfy the needs and expectations of our clients, creating value through personalized products and services for those who trust us. | MF | ||||||||
| América Consultores | Christian | Della Maggiora | Director | 564 1333 7390 | contacto@atrust.cl | Barros Arana 492, Oficina 73, Torre Ligure | Concepción | Chile | South America | Real Estate | 1.997 | contacto@americaseguros.cl | https://americatrust.cl/ | https://americaconsultores.cl/ | With more than 20 years of experience, América Consultores is today a multi-family-office with a long history in financial advisory services for high net worth clients, providing an excellent service to all their investment requirements for their savings, both nationwide. as international. Equipped with a team of qualified professionals, we work to satisfy the needs and expectations of our clients, creating value through personalized products and services for those who trust us. | MF | |||||||||
| 76 | Amicum Capital AG | Maxim | Sagel | Managing Partner | 41 445 121 885 | maxim.sagel@amicum-capital.com | Brandschenkestrasse 2 | Zurich | CH-8001 | Switzerland | Europe | https://www.linkedin.com/in/maxim-sagel-b19b98188/ | Aircraft Financing, Yacht Financing, and Real Estate | 2.016 | https://www.linkedin.com/company/amicum-capital-ag/ | https://amicum-capital.com/ | Amicum Capital is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. | MF | |||||||
| Amicum Capital AG | Pawel | Golowin | Managing Partner | 41 445 121 885 | pawel.golowin@amicum-capital.com | Brandschenkestrasse 2 | Zurich | CH-8001 | Switzerland | Europe | University of Applied Sciences Koblenz | https://www.linkedin.com/in/pawel-golowin-9a8450a5/ | Aircraft Financing, Yacht Financing, and Real Estate | 2.016 | https://www.linkedin.com/company/amicum-capital-ag/ | https://amicum-capital.com/ | Amicum Capital is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. | MF | |||||||
| Amicum Capital AG | Vladyslav | Shlomenko | Managing Partner | 41 445 121 885 | vladyslav.shlomenko@amicum-capital.com | Brandschenkestrasse 2 | Zurich | CH-8001 | Switzerland | Europe | Kyiv National Economics University | https://www.linkedin.com/in/vshlomenko/ | Aircraft Financing, Yacht Financing, and Real Estate | 2.016 | https://www.linkedin.com/company/amicum-capital-ag/ | https://amicum-capital.com/ | Amicum Capital is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. | MF | |||||||
| Amicum Capital AG | Marina | Murashko | Chief Compliance Officer | 41 445 121 885 | marina.murashko@amicum-capital.com | Brandschenkestrasse 2 | Zurich | CH-8001 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/marina-murashko-a1239b10a/ | Aircraft Financing, Yacht Financing, and Real Estate | 2.016 | https://www.linkedin.com/company/amicum-capital-ag/ | https://amicum-capital.com/ | Amicum Capital is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. | MF | |||||||
| 77 | Amicus Private Wealth Verwaltungs GmbH | Steffen | Krause | Chief Executive Officer | 49 302 848-4330 | 49 30 20 679-5909 | s.krause@kuebler-ploenus.de | kontakt@amicus-private.com | Sophienstraße 26/27 | Berlin-Mitte | 10178 | Germany | Europe | https://www.linkedin.com/in/steffen-krause-3b840199/ | Real Estate | 2.012 | office@virtu-private.com | http://amicus-private.com/ | http://amicus-private.com/ | Virtù Wealth is a Multi Family Office for real estate investments in the Berlin Area, Germany. | MF | ||||
| 78 | AMK Investment Office | Omar | Alkhawaja | Managing Director | 44 203 875-7099 | info@amkinvestment.com | 5/6 Kendrick Mews | London | SW7 3HG | United Kingdom | Europe | King's College London | https://www.linkedin.com/in/omar-alkhawaja-72918422/ | Private Equity, Venture Capital, Real Estate, Capital Markets | 2.013 | info@omakase.vc | https://www.omakase.vc/ | https://www.amkinvestment.com/ | AMK Investment Office is a second generation private family office founded by Omar Alkhawaja. With a goal of diversifying from the investments of the first generation and a focus on identifying new opportunities, AMK manages the Alkhawaja family investments and interests of the Next Generation. | SF | |||||
| 79 | Amorim Holding II | João | Portugal da Cunha | Managing Director | 351 227 475 800 | 351 227 475 801 | joao.cunha@amorimholding.pt | joao.cunha@amorimholding.pt | Edifício Amorim II, Rua da Corticeira, 34 - Apartado 47 | Mozelos | 4536-902 | Portugal | Europe | Universidade do Porto | https://www.linkedin.com/in/joão-portugal-da-cunha-35648810/ | Financial Sector, Real Estate, and Energy Investments | bancaprivada@bancocarregosa.com, amorim@amorim.com, corticeira.amorim@amorim.com, geral@amorimholding.pt | https://www.grupoamericoamorim.com/ | Amorim Holding II is a Mr. Américo Amorim's Single-Family Office. | SF | |||||
| 80 | Amram Capital (UK) LLP | Anthony | Bodenstein | Managing Partner & Founder | 44 204 244-2792 | 44 207 887-6000 | anthony@amramcapital.com | mail@amramcapital.com | 4 Hill Street, Mayfair | London | W1J 5NE | United Kingdom | Europe | https://www.linkedin.com/in/anthonybodenstein/ | Private Equity, Real Estate | 2.012 | anthony@whitehalllending.com | https://whitehalllending.com/whitehall_teams/anthony-bodenstein/ | https://amramcapital.com/ | Amram Capital is a multi-family office, based in London, catering to the very specific investment management and advisory needs of high net worth individuals, families, trusts and charities. Amram Capital can manage all aspects of client custody, banking transactions and investments settlement. We act as a single point of contact Advantage of Amram negotiated fees for all banking services and investment transactions, with total transparency in charging structure. | MF | ||||
| 81 | AMS Holdings Ltd | Ali | Shawkat | Chief Executive Officer | Index Tower - West, DIFC, P.O. Box 507095 | Dubai | United Arab Emirates | Asia | The University of British Columbia | https://www.linkedin.com/in/alishawkat/ | Private Equity, Public Equity, Real Estate, Hospitality, Medical, Telecom, Advertising, Medical | 2.006 | https://www.linkedin.com/company/ams-holdings/ | https://amsholdings.com/ | AMS Holdings is a single family office which represents the interests of Ali Shawkat’s family. It is actively involved in the management of a diverse portfolio of investments in private equity, public equity and real estate. Headquartered in the DIFC, Dubai, the company employs a team of highly qualified professionals who operate its investments in line with the policies and values set out by its founder Ali Shawkat. | SF | |||||||||
| 82 | AMSAF Investment LLC | Paul | Rebeiro | General Manager | 971 4260 1777 | 971 4295 5181 | info@amsafuae.com | Port Saeed | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/paul-rebeiro-5ab4261/ | Technology, Oil & Gas, Minerals, Water, Real Estate | 2.012 | https://www.linkedin.com/in/haifa-saleh-700ba18a/ | https://www.amsafinvestment.ae/ | AMSAF Investment is the single family office of a prestigious and highly respected family, based in Dubai. | SF | Mailing Address: P.O.Box: 233 Dubai UAE | ||||||
| AMSAF Investment LLC | Thomas | Kurian | Finance Manager | 971 5 0630 8562 | 971 4295 5181 | thomask_v@hotmail.com | info@amsafuae.com | Port Saeed | Dubai | United Arab Emirates | Asia | Institute of Certified Management Accountants, Australia | https://www.linkedin.com/in/thomas-kurian-a1a91722/ | Technology, Oil & Gas, Minerals, Water, Real Estate | 2.012 | https://www.amsafinvestment.ae/ | AMSAF Investment is the single family office of a prestigious and highly respected family, based in Dubai. | SF | Mailing Address: P.O.Box: 233 Dubai UAE | ||||||
| 83 | Amzak Capital Management, LLC | Michael | Kazma | President & CEO | (561) 953-4164 | (561) 338-7677 | mikek@amzak.com | directinvestments@amzak.com | 980 North Federal Highway, Suite 315 | Boca Raton | FL | 33432 | United States of America | North America | Bradley University | https://www.linkedin.com/in/mike-kazma-a80a9a99/ | Private Equity, Fixed Income, Industrial Real Estate, Healthcare | $1.5B | https://www.linkedin.com/company/amzak/ | https://amzak.com/ | Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies. Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. | SF | |||
| Amzak Capital Management, LLC | Mark | Fields | Operating Partner | (561) 953-4164 | (561) 338-7677 | mfields@amzak.com | directinvestments@amzak.com | 980 North Federal Highway, Suite 315 | Boca Raton | FL | 33432 | United States of America | North America | Private Equity, Fixed Income, Industrial Real Estate, Healthcare | $1.5B | https://www.linkedin.com/company/amzak/ | https://amzak.com/ | Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies. Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. | SF | ||||||
| Amzak Capital Management, LLC | Joe | Vidmar | Operating Partner of Industrials | (561) 953-4164 | (561) 338-7677 | jvidmar@amzak.com | directinvestments@amzak.com | 980 North Federal Highway, Suite 315 | Boca Raton | FL | 33432 | United States of America | North America | University of Southern Indiana | https://www.linkedin.com/in/joseph-vidmar-8a400523/ | Private Equity, Fixed Income, Industrial Real Estate, Healthcare | $1.5B | https://www.linkedin.com/company/amzak/ | https://amzak.com/ | Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies. Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. | SF | ||||
| Amzak Capital Management, LLC | Luis | Espinal | Vice President of Real Estate Investments | (561) 953-4164 | (561) 338-7677 | luis@amzak.com | realestate@amzak.com | 980 North Federal Highway, Suite 315 | Boca Raton | FL | 33432 | United States of America | North America | https://www.linkedin.com/in/luis-espinal-68438428/ | Private Equity, Fixed Income, Industrial Real Estate, Healthcare | $1.5B | https://www.linkedin.com/company/amzak/ | https://amzak.com/ | Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies. Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. | SF | |||||
| Amzak Capital Management, LLC | Sam | Barker | Managing Director of Fixed Income | (561) 953-4164 | (561) 338-7677 | sbarker@amzak.com | fixedincome@amzak.com | 980 North Federal Highway, Suite 315 | Boca Raton | FL | 33432 | United States of America | North America | University of Melbourne | https://www.linkedin.com/in/samuel-barker-cfa-7354002/ | Private Equity, Fixed Income, Industrial Real Estate, Healthcare | $1.5B | https://www.linkedin.com/company/amzak/ | https://amzak.com/ | Amzak Capital Management is the private investment firm of the Kazma family. Originally from Canada but based in the U.S. since 1979, the Kazma’s got their start in the cable television industry. Under the leadership of Gerry and his son Mike, the Kazma’s developed and operated cable systems in Canada and the U.S. until 1992, when they entered the Latin American markets, with operations in Aruba, Venezuela, Trinidad & Tobago and Martinique. In 1997, they built and operated Amnet, Central America’s largest cable television / triple play company, which was sold to Millicom International Cellular S.A. in 2008. Over the past ten years, Amzak has transitioned from a family business primarily focused on the cable industry into an institutional investment manager with an investment perspective across a broad range of industries and strategies. Today, Amzak focuses on four major areas: private equity, fixed income, real estate and healthcare. To a lesser extent, the firm also invests in public equity and, very selectively, alternative investments. These investments tend to be either opportunistic or complementary to one of its four investment groups. Amzak’s current portfolio is concentrated in the U.S., South America, Central America and the Caribbean. | SF | ||||
| 84 | Andell Holdings, LLC | Larry | Kim | Managing Director | (310) 954-4880 | (310) 954-4881 | lkim@andellinc.com | info@andellinc.com | 245 North Beverly Drive, Suite 300 | Los Angeles | CA | 90024 | United States of America | North America | Real Estate, Private Equity, PERE | $35M | https://en.wikipedia.org/wiki/Andell_Holdings | Andell Holdings is a private investment firm and family office. Andell manages assets that grew out of the family’s controlling position of The Seagram Co. Ltd. Andell’s current activities include direct and indirect investments in public and private companies, real estate, and partnerships with investment managers. | SF | ||||||
| Andell Holdings, LLC | Mark | Tronstein | Managing Director | (424) 274-4862 | (310) 954-4881 | mtronstein@andellinc.com | info@andellinc.com | 245 North Beverly Drive, Suite 300 | Los Angeles | CA | 90210 | United States of America | North America | University of Southern California / The Wharton School | https://www.linkedin.com/in/mark-tronstein-aaa381/ | Real Estate, Private Equity, PERE | $35M | https://en.wikipedia.org/wiki/Andell_Holdings | Andell Holdings is a private investment firm and family office. Andell manages assets that grew out of the family’s controlling position of The Seagram Co. Ltd. Andell’s current activities include direct and indirect investments in public and private companies, real estate, and partnerships with investment managers. | SF | |||||
| 85 | Anderson Growth Partners, LLC | Charlotte | Fleming | Director of Marketing & Executive Assistant | (205) 909-0950 | (205) 942-2740 | cfleming@agpadvisors.com | inquiries@agpadvisors.com | 129 Broad Street | Charleston | SC | 29401 | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/charlotte-fleming-56b28596/ | Retail Chain Store management, Importing, Logistics, Warehouse Distribution, Publishing, Merger & Acquisitions and Real Estate | 1.997 | $415M | https://www.linkedin.com/company/anderson-growth-partners/ | https://www.agpadvisors.com/ | AGP is an SEC-registered multi-family office located in Charleston, South Carolina and Birmingham, Alabama. We provide customized investment advisory services for families and businesses. Founded in 1997, AGP was originally created to meet the unique needs of the entrepreneurial Anderson family, and maintains a particular focus on growth-oriented alternative strategies with minimal correlation to the broader public markets. | MF | ||
| Anderson Growth Partners, LLC | Matt | Taylor | Portfolio Manager | (205) 909-0950 | (205) 942-2740 | mtaylor@agpadvisors.com | inquiries@agpadvisors.com | 129 Broad Street | Charleston | SC | 29401 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/matthew-taylor-4666615/ | Retail Chain Store management, Importing, Logistics, Warehouse Distribution, Publishing, Merger & Acquisitions and Real Estate | 1.997 | $415M | https://www.linkedin.com/company/anderson-growth-partners/ | https://www.agpadvisors.com/ | AGP is an SEC-registered multi-family office located in Charleston, South Carolina and Birmingham, Alabama. We provide customized investment advisory services for families and businesses. Founded in 1997, AGP was originally created to meet the unique needs of the entrepreneurial Anderson family, and maintains a particular focus on growth-oriented alternative strategies with minimal correlation to the broader public markets. | MF | |||
| Anderson Growth Partners, LLC | Rick | Wallington | Chief Compliance Officer | (205) 909-0950 | (205) 942-2740 | rwallington@agpadvisors.com | inquiries@agpadvisors.com | 2 Metroplex Drive, Suite 102 | Birmingham | AL | 35209 | United States of America | North America | https://www.linkedin.com/in/rick-wallington-5ba00114/ | Retail Chain Store management, Importing, Logistics, Warehouse Distribution, Publishing, Merger & Acquisitions and Real Estate | 1.997 | $415M | Preferred Growth Properties; Books A Million, Inc. | https://www.agpadvisors.com/ | AGP is an SEC-registered multi-family office located in Charleston, South Carolina and Birmingham, Alabama. We provide customized investment advisory services for families and businesses. Founded in 1997, AGP was originally created to meet the unique needs of the entrepreneurial Anderson family, and maintains a particular focus on growth-oriented alternative strategies with minimal correlation to the broader public markets. | MF | ||||
| Anderson Growth Partners, LLC | Adam | Hamill | Managing Director | (205) 909-0950 | (205) 942-2740 | ahamill@agpadvisors.com | inquiries@agpadvisors.com | 129 Broad Street | Charleston | SC | 29401 | United States of America | North America | Yale University | https://www.linkedin.com/in/adam-hamill-cfa-a6745510/ | Retail Chain Store management, Importing, Logistics, Warehouse Distribution, Publishing, Merger & Acquisitions and Real Estate | 1.997 | $415M | https://www.linkedin.com/company/anderson-growth-partners/ | https://www.agpadvisors.com/ | AGP is an SEC-registered multi-family office located in Charleston, South Carolina and Birmingham, Alabama. We provide customized investment advisory services for families and businesses. Founded in 1997, AGP was originally created to meet the unique needs of the entrepreneurial Anderson family, and maintains a particular focus on growth-oriented alternative strategies with minimal correlation to the broader public markets. | MF | |||
| 86 | Anderson Investments | Ford | Austin | Philanthriopist Investor | (405) 842-1081 | (405) 843-7763 | F.Austin@AndersonFamilyOffice.com | 1000 West Wilshire Blvd., Suite 205 | Oklahoma City | OK | 73116 | United States of America | North America | https://www.linkedin.com/in/the-private-office-of-anderson-family-investments-aa6552189/ | Energy, Healthcare, Motion Pictures & Television, Silicon Valley Tech, Real Estate, Cannabis | 1.920 | http://andersonfamilyoffice.com/ | Anderson Investments is a Family Office that was originally founded by J. Steve Anderson and his son J. Steve Anderson Junior. Creating his wealth with Anderson-Prichard Oil Corporation in 1920, J. Steve & his partners discovered the largest pool of oil in the world at the time and eventually launched into one of Oklahoma’s most trusted oil companies, APCO OIL. Ever since, J. Steve Anderson’s descendants have been carrying his pioneering torch in a multitude of areas including: Energy, Healthcare, Motion Pictures & Television, Silicon Valley tech, Real Estate and Cannabis. We seek investment opportunities in disruptive and bleeding edge technologies. Whether it's petroleum disrupting steam power, wood or whale oil, the internet disrupting the movie & television industries, or Cannabis disrupting traditional Western opiate pain treatment, Anderson Family Office is at the forefront, leading the way. We invest in and actively seek out creatives and innovators, who think and often live outside the box. Pioneers at our core, we thrive on building businesses in new and unexplored fields. We excel at helping to shape new industries and supporting cutting edge entrepreneurs and their ideas. We are inspired by fresh approaches to long-term problems. We are fueled by a desire to improve our communities, our country, and the quality of all of our lives. We seek investment opportunities that ensure a better world for all of our children. | SF | ||||||
| Anderson Investments | Kevin | Gerson | Managing Director | (405) 842-1081 | (405) 843-7763 | K.Gerson@AndersonFamilyOffice.com | 1000 West Wilshire Blvd., Suite 205 | Oklahoma City | OK | 73116 | United States of America | North America | https://www.linkedin.com/in/the-private-office-of-anderson-family-investments-aa6552189/ | Energy, Healthcare, Motion Pictures & Television, Silicon Valley Tech, Real Estate, Cannabis | 1.920 | http://andersonfamilyoffice.com/ | Anderson Investments is a Family Office that was originally founded by J. Steve Anderson and his son J. Steve Anderson Junior. Creating his wealth with Anderson-Prichard Oil Corporation in 1920, J. Steve & his partners discovered the largest pool of oil in the world at the time and eventually launched into one of Oklahoma’s most trusted oil companies, APCO OIL. Ever since, J. Steve Anderson’s descendants have been carrying his pioneering torch in a multitude of areas including: Energy, Healthcare, Motion Pictures & Television, Silicon Valley tech, Real Estate and Cannabis. We seek investment opportunities in disruptive and bleeding edge technologies. Whether it's petroleum disrupting steam power, wood or whale oil, the internet disrupting the movie & television industries, or Cannabis disrupting traditional Western opiate pain treatment, Anderson Family Office is at the forefront, leading the way. We invest in and actively seek out creatives and innovators, who think and often live outside the box. Pioneers at our core, we thrive on building businesses in new and unexplored fields. We excel at helping to shape new industries and supporting cutting edge entrepreneurs and their ideas. We are inspired by fresh approaches to long-term problems. We are fueled by a desire to improve our communities, our country, and the quality of all of our lives. We seek investment opportunities that ensure a better world for all of our children. | SF | |||||||
| 87 | Andesite Holdings | John | Cappetta | Chief Executive Officer | john@andesitecapital.com | info@andesitecapital.com | 215 Highway 101, Suite 113 | Solana Beach | CA | 920175 | United States of America | North America | University of San Diego / University of California, Berkeley | https://www.linkedin.com/in/john-cappetta-54a60048/ | Real Estate, private Equity, Films, Entertainment, Theater, Motion-Pictures, Technology, Phone Charging, Mobile Accessories, Cell Phone Charging Stations, Portable Phone Chargers, Battery Packs | 2.013 | john.cappetta@chargetechsolutions.com | https://chargetech.com/ | http://andesitecapital.com/ | Andesite Capital is a private investment firm in San Diego, California run by John Cappetta specializing in real estate, small business management, and the film industry. Andesite is forging a new model for private equity which is grounded in a strong personal and corporate ethical code, unafraid to consider all of the relevant stakeholders when making decisions including the environment, our employees, and the wellbeing of our customers and partners. Before starting Andesite, John spent two decades as a successful investment banker and business leader at Citibank, Credit Suisse First Boston and the American International Group in New York and Connecticut, ultimately rising to the position of President of AIG Financial Securities and Head of the North American businesses at AIG Financial Products. John moved back to his native Southern California in 2006 where he has remained active as a private equity and real estate investor and advisor. In January of 2013, John formed Andesite Capital Management and consolidated all of his commercial activities under one umbrella. | SF | ||||
| 88 | Andina Capital Management, LLC | Austin | Scott | Wealth Advisor | (858) 227-9122 | (801) 772-0544 | ascott@andinaadvisors.com | 12625 High Bluff Drive, Suite 210 | San Diego | CA | 92130 | United States of America | North America | University of Utah | https://www.linkedin.com/in/austin-scott-cepa-78009614a/ | Real Estate, Apartment Building, Rental Community, Multifamily Real Estate, Residential | 2.012 | $136M | https://www.linkedin.com/company/andina-family-offices/ | https://andinafamilyoffices.com/ | Andina is a multi-family office providing comprehensive planning, concierge and asset management services to high net worth families and individuals. | MF | |||
| Andina Capital Management, LLC | Eric | Barlow | CEO & Managing Member | (858) 227-9122 | (801) 772-0544 | ebarlow@andina-capital.com | info@andina-capital.com | 12625 High Bluff Drive, Suite 210 | San Diego | CA | 92130 | United States of America | North America | University of Utah | https://www.linkedin.com/in/eric-barlow-chfc®-cepa®-b4559b10/ | Real Estate, Apartment Building, Rental Community, Multifamily Real Estate, Residential | 2.012 | $136M | ebarlow@andinafamilyoffices.com | https://www.thekfund.com/people | https://andinaadvisors.com/ | Andina is a multi-family office providing comprehensive planning, concierge and asset management services to high net worth families and individuals. | MF | ||
| Andina Capital Management, LLC | Lynette | Hilgenberg | Director of Client Services | (801) 653-0564 | (801) 772-0544 | lynette@andinafamilyoffices.com | info@andina-capital.com | 2600 Executive Parkway, Suite 451 | Lehi | UT | 84043 | United States of America | North America | https://www.linkedin.com/in/lynette-hilgenberg-012157a1/ | Real Estate, Apartment Building, Rental Community, Multifamily Real Estate, Residential | 2.012 | $136M | https://www.linkedin.com/company/andina-family-offices/ | https://andinaadvisors.com/ | Andina is a multi-family office providing comprehensive planning, concierge and asset management services to high net worth families and individuals. | MF | ||||
| Andina Capital Management, LLC | Brett | Belliston | President & Managing Member | (801) 949-2475 | (801) 772-0544 | bbelliston@andina-capital.com | info@andina-capital.com | 2600 Executive Parkway, Suite 451 | Lehi | UT | 84043 | United States of America | North America | University of Utah | https://www.linkedin.com/in/brett-belliston-cfp®-cpwa®-aep®-cepa-64b65b41/ | Real Estate, Apartment Building, Rental Community, Multifamily Real Estate, Residential | 2.012 | $136M | https://andinaadvisors.com/ | Andina is a multi-family office providing comprehensive planning, concierge and asset management services to high net worth families and individuals. | MF | ||||
| 89 | Andium HVR Global Family Office | Mary | O'Keeffe | Chief Executive Officer | Direct: 44 153 488-7070, Mobile: 44 779 785-2273 | info@mary.je | La Chapelle, La Route de Jersey La Route de Maufant, Maufant | St.Saviour | JE2 7HX | United Kingdom | Europe | University of Aberdeen | https://www.linkedin.com/in/mary-o-keeffe-ma-dip-pol-sci-9a308021/ | Real Estate, Apartment Building, Rental Community, Multifamily Real Estate, Residential | 2.012 | info@mary.je | http://mary.je/about-mary.htm http://www.andiumhvrglobal.com/private-family-office/ | https://maryokeefferelocation.je/ | Andium HVR Global Family Office is Multi-Family Office located in Jersey, and provides bespoke services to select High Net Worth clients. | MF | |||||
| 90 | 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 | ||||||||
| 91 | Anthony & Cie | Robert | Anthony | Founder | Office: 33 493 653 223, Direct: 33 492 941 200, Mobile: 33 609 520 855 | 33 493 654 245 | ra@antco.com | info@antco.com | 473 route des Dolines, Villantipolis 7 | Valbonne Sophia Antipolis | 06560 | France | Europe | https://www.linkedin.com/in/antco/ | Anthony & Cie offers wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | 1.978 | robert@antco.com | https://www.linkedin.com/company/anthony-&-cie/ | https://antco.com/ | Anthony & Cie is an independent international family office, based on the French Riviera. Since its creation in 1978, Anthony & Cie provides wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | MF | ||||
| Anthony & Cie | Christophe | Maulny | Senior Wealth Manager | Office: 33 493 653 223 | 33 493 654 245 | christophe@antco.com | info@antco.com | 473 route des Dolines, Villantipolis 7 | Valbonne Sophia Antipolis | 06560 | France | Europe | Université de Bordeaux | https://www.linkedin.com/in/christophe-maulny-543520/ | Anthony & Cie offers wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | 1.978 | https://www.linkedin.com/company/anthony-&-cie/ | https://antco.com/ | Anthony & Cie is an independent international family office, based on the French Riviera. Since its creation in 1978, Anthony & Cie provides wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | MF | |||||
| Anthony & Cie | Sonia | Massot | Manager | Mobile: 33 637 600 505 | 33 493 654 245 | sonia@antco.com | info@antco.com | 473 route des Dolines, Villantipolis 7 | Valbonne Sophia Antipolis | 06560 | France | Europe | Aix-Marseille University | https://www.linkedin.com/in/sonia-massot-065015b4/ | Anthony & Cie offers wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | 1.978 | https://www.linkedin.com/company/anthony-&-cie/ | https://antco.com/ | Anthony & Cie is an independent international family office, based on the French Riviera. Since its creation in 1978, Anthony & Cie provides wealth management services as well as investments and legal support, at every stage: French administration, banking, real estate, notaries, investment and taxes in France. | MF | |||||
| 92 | Apeiron Investment Group Ltd | Christian | Angermayer | Founder | ca@apeiron-investments.com | info@apeiron-investments.com | Beatrice, at 66 & 67 Amery Street | Sliema | SLM1707 | Malta | Europe | University of Bayreuth | https://www.linkedin.com/in/christian-angermayer/ | Deep-Tech, AI, Apace-Tech, Cybersecurity, Life Sciences, Media & Entertainment, Real Estate & Prop-Tech, Life Sciences, FinTech & Crypto, Future Technology, Natural Resources & Energy, and Experiences, Hospitality & Happiness | 2.012 | $2.5B | https://www.christian-angermayer.de/ https://www.presight.vc/ | https://apeiron-investments.com/ | Apeiron Investment Group Ltd, Malta, is the family office and merchant banking business of Christian Angermayer. Apeiron focuses on Financial Services (especially fintech and crypto assets), Deep-Tech (AI, space-tech, cybersecurity etc.), Life Sciences, Media & Entertainment and Real Estate & Prop-Tech. In general, we invest in all phases and stages of a company’s life cycle, but our focus lies on non-listed Seed/Start-up investments and larger size Restructuring & Special Situations deals (often listed). We have a special passion for blockchain and crypto companies. All our investments in this space are done via our subsidiary CRYPTOLOGY Asset Group PLC. In our life sciences practice, we aim to find solutions to help people live longer, healthier and happier lives: With ATAI Life Sciences, we are developing psychedelic substances to address significant unmet medical needs that are rooted in a lack of innovation in Neuropsychiatry over the last decades. With REJUVERON we focus on cutting-edge technologies with the potential to significantly prolong human life span. With Presight Capital, we invest in early stage rounds primarily in the US. | SF | |||||
| Apeiron Investment Group Ltd | Julien | Höfer | Managing Director | jh@apeiron-investments.com | info@apeiron-investments.com | Beatrice, at 66 & 67 Amery Street | Sliema | SLM1707 | Malta | Europe | Freie Universität Berlin / University of Malta | https://www.linkedin.com/in/julienhoefer/ | Deep-Tech, AI, Apace-Tech, Cybersecurity, Life Sciences, Media & Entertainment, Real Estate & Prop-Tech, Life Sciences, FinTech & Crypto, Future Technology, Natural Resources & Energy, and Experiences, Hospitality & Happiness | 2.012 | $2.5B | https://www.christian-angermayer.de/ https://www.presight.vc/ | https://apeiron-investments.com/ | Apeiron Investment Group Ltd, Malta, is the family office and merchant banking business of Christian Angermayer. Apeiron focuses on Financial Services (especially fintech and crypto assets), Deep-Tech (AI, space-tech, cybersecurity etc.), Life Sciences, Media & Entertainment and Real Estate & Prop-Tech. In general, we invest in all phases and stages of a company’s life cycle, but our focus lies on non-listed Seed/Start-up investments and larger size Restructuring & Special Situations deals (often listed). We have a special passion for blockchain and crypto companies. All our investments in this space are done via our subsidiary CRYPTOLOGY Asset Group PLC. In our life sciences practice, we aim to find solutions to help people live longer, healthier and happier lives: With ATAI Life Sciences, we are developing psychedelic substances to address significant unmet medical needs that are rooted in a lack of innovation in Neuropsychiatry over the last decades. With REJUVERON we focus on cutting-edge technologies with the potential to significantly prolong human life span. With Presight Capital, we invest in early stage rounds primarily in the US. | SF | ||||||
| Apeiron Investment Group Ltd | Aaron | Weaver | Senior Partner | aw@apeiron-investments.com | info@apeiron-investments.com | Beatrice, at 66 & 67 Amery Street | Sliema | SLM1707 | Malta | Europe | The University of Queensland | https://www.linkedin.com/in/aaron-weaver-cfa-31322769/ | Deep-Tech, AI, Apace-Tech, Cybersecurity, Life Sciences, Media & Entertainment, Real Estate & Prop-Tech, Life Sciences, FinTech & Crypto, Future Technology, Natural Resources & Energy, and Experiences, Hospitality & Happiness | 2.012 | $2.5B | https://www.christian-angermayer.de/ https://www.presight.vc/ | https://apeiron-investments.com/ | Apeiron Investment Group Ltd, Malta, is the family office and merchant banking business of Christian Angermayer. Apeiron focuses on Financial Services (especially fintech and crypto assets), Deep-Tech (AI, space-tech, cybersecurity etc.), Life Sciences, Media & Entertainment and Real Estate & Prop-Tech. In general, we invest in all phases and stages of a company’s life cycle, but our focus lies on non-listed Seed/Start-up investments and larger size Restructuring & Special Situations deals (often listed). We have a special passion for blockchain and crypto companies. All our investments in this space are done via our subsidiary CRYPTOLOGY Asset Group PLC. In our life sciences practice, we aim to find solutions to help people live longer, healthier and happier lives: With ATAI Life Sciences, we are developing psychedelic substances to address significant unmet medical needs that are rooted in a lack of innovation in Neuropsychiatry over the last decades. With REJUVERON we focus on cutting-edge technologies with the potential to significantly prolong human life span. With Presight Capital, we invest in early stage rounds primarily in the US. | SF | ||||||
| 93 | 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 | Penn State University | 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 | University of Arizona - Eller College of Management | 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 | Villanova University | 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 | Loyola University Maryland | 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 | |||||
| 94 | Apple Tree Wealth Management | Joseph | Perrotta | Founder & Principal | (610) 849-2516 | info@appletreewealth.com | 1806 Apple Tree Lane | Bethlehem | PA | 18015 | United States of America | North America | https://www.linkedin.com/in/joseph-perrotta-193b497/ | Real Estate, Wealth Managemment, Financial Planning, Investment Management, Family Office | 2.012 | https://www.linkedin.com/company/apple-tree-wealth-management/ | https://appletreewealth.com/ | Apple Tree Wealth Management is a multi-family office based in Bethlehem, Pennsylvania. We provide clients with a team-based service model in which all aspects of a family’s wealth are managed, serviced, and maintained by a team of people out of a single location. We have been and continue to provide family-office services to families in the Lehigh Valley and surrounding areas since 2012. | MF | ||||||
| 95 | Apricot Capital Pte Ltd | Darren | Teo | Managing Partner | 65 6333 0300 | enquiries@apricotcapital.com | 100G Pasir Panjang Road, #04-11, Interlocal Centre | Singapore | 118523 | Singapore | Asia | National University of Singapore | https://www.linkedin.com/in/darren-teo-8b406040/ | Real Estate, Consumer, Restaurants, Coffee | http://apricotcapital.com/ | Apricot Capital is the single family office of Singapore’s “instant coffee king” David Teo. In the late 80’s, when the clothing company of David Teo’s wife had just failed, he was looking for new business opportunities to help his wife. | SF | ||||||||
| 96 | Aqua Wealth Management S.A. | Bernadete | Franco | Partner | 55 (11) 2348-5570 | 55 (11) 3167-4250 | bfrancony@hotmail.com | info@aquawm.com | R. Funchal, 375 - Cj. 12, Vila Olimpia | Sao Paulo | SP | 04551-060 | Brazil | South America | https://www.linkedin.com/in/bernadete-tavares-franco-4b98b2/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | |||
| Aqua Wealth Management S.A. | Ismael | Perez | Investment Manager | 598 2518-2759 | 55 (11) 3167-4250 | iperez@aquawm.com | info@aquawm.com | Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 | Montevideo | Uruguay | South America | Universidad de la República | https://www.linkedin.com/in/perezismael/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | |||||
| Aqua Wealth Management S.A. | Everson | Oppermann | Executive Partner | 55 (11) 2348-5570 | 55 (11) 3167-4250 | eoppermann@aquawm.com | info@aquawm.com | R. Funchal, 375 - Cj. 12, Vila Olimpia | Sao Paulo | SP | 04551-060 | Brazil | South America | Pontifícia Universidade Católica do Rio Grande do Sul | https://www.linkedin.com/in/everson-oppermann-a33a6493/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | |||
| Aqua Wealth Management S.A. | Jose | Varela | Managing Partner | 598 2518-2759 | 55 (11) 3167-4250 | jvarela@aquawm.com | info@aquawm.com | Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 | Montevideo | Uruguay | South America | Universidad de la República | https://www.linkedin.com/in/jose-varela-48270438/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | |||||
| Aqua Wealth Management S.A. | Andre | Landi | Portfolio Manager | 55 (11) 2348-5570 | 55 (11) 3167-4250 | alandi@aquawm.com | info@aquawm.com | R. Funchal, 375 - Cj. 12, Vila Olimpia | Sao Paulo | SP | 04551-060 | Brazil | South America | Universidade Presbiteriana Mackenzie | https://www.linkedin.com/in/andre-landi-cga-b641491/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | landidna@gmail.com | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | ||
| Aqua Wealth Management S.A. | Ismael | Perez | Investment Manager | 598 2518-2759 | 55 (11) 3167-4250 | iperez@aquawm.com | info@aquawm.com | Zonamerica, Ruta 8 km 17500, Edificio @1, Of. 011 | Montevideo | Uruguay | South America | Universidad de la República | https://www.linkedin.com/in/perezismael/ | Traditional Investments, Alternatives (Fund-of-Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 2.009 | $4B | https://www.linkedin.com/company/aqua-wm/ | https://www.aquawm.com/ | Aqua Wealth Management, a multi-family office that works as a strategic ally of families in their journey to achieve disciplined administration, efficient financial wealth management, wealth protection and growth. We are fully focused and committed to state of the art wealth management in an independent and unbiased way, without conflicts of interests, with the sole purpose of achieving and protecting the goals of our clients. We have offices in São Paulo, Montevideo and Miami, with an extremely highly trained and industry recognized team of professionals that includes leading economists, financial advisors and financial analysts, a multidisciplinary team with exceptional expertise in Latin America and global markets. | MF | |||||
| 97 | ARC Family Office | Andrew | Corona | Managing Partner | andrew.corona@arcfamilyoffice.com | loans@arcfamilyoffice.com | San Diego | CA | United States of America | North America | Seattle University | https://www.linkedin.com/in/drewcorona/ | Debt & Equity, Private Equity, Real Estate, Commercial Real Estate (Multifamily, Industrial, Hospitality, Senior Living, Adaptive Reuse, Telecom) | 2.020 | andrewcorona@arcfamilyoffice.com, acorona@arcfamilyoffice.com, andrew@arcfamilyoffice.com | https://www.linkedin.com/company/arc-family-office-consultants/ | https://arcfamilyoffice.com/ | ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate. We act as a multi-family office, managing the wealth of multiple families, and also serve as a direct lender. This unique combination allows us to provide unparalleled service and expertise. Our core strength lies in connecting family office capital with lucrative commercial real estate opportunities. We leverage our in-depth understanding of various asset classes to identify the best investments for our clients. ARC Family Office has built a strong reputation as a trusted capital market partner. Our successful track record includes managing over $600 million in transactions and partnering with more than 50 international families. With ARC, you gain access to a network of reputable sponsors and a wide range of attractive investment opportunities. | MF | ||||||
| ARC Family Office | Parker | Schultz | VP of Business Development | parker.schultz@arcfamilyoffice.com | loans@arcfamilyoffice.com | San Diego | CA | United States of America | North America | University of San Diego | https://www.linkedin.com/in/parker-arc/ | Debt & Equity, Private Equity, Real Estate, Commercial Real Estate (Multifamily, Industrial, Hospitality, Senior Living, Adaptive Reuse, Telecom) | 2.020 | parkerschultz@arcfamilyoffice.com, pschultz@arcfamilyoffice.com | https://www.linkedin.com/company/arc-family-office-consultants/ | https://arcfamilyoffice.com/ | ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate. We act as a multi-family office, managing the wealth of multiple families, and also serve as a direct lender. This unique combination allows us to provide unparalleled service and expertise. Our core strength lies in connecting family office capital with lucrative commercial real estate opportunities. We leverage our in-depth understanding of various asset classes to identify the best investments for our clients. ARC Family Office has built a strong reputation as a trusted capital market partner. Our successful track record includes managing over $600 million in transactions and partnering with more than 50 international families. With ARC, you gain access to a network of reputable sponsors and a wide range of attractive investment opportunities. | MF | |||||||
| ARC Family Office | Michael | Zau | Chief Lending Officer | michael.zau@arcfamilyoffice.com | loans@arcfamilyoffice.com | San Diego | CA | United States of America | North America | San Diego State University | https://www.linkedin.com/in/michael-zau-1956071/ | Debt & Equity, Private Equity, Real Estate, Commercial Real Estate (Multifamily, Industrial, Hospitality, Senior Living, Adaptive Reuse, Telecom) | 2.020 | michaelzau@arcfamilyoffice.com, mzau@arcfamilyoffice.com, michael@arcfamilyoffice.com, mike@arcfamilyoffice.com | https://www.linkedin.com/company/arc-family-office-consultants/ | https://arcfamilyoffice.com/ | ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate. We act as a multi-family office, managing the wealth of multiple families, and also serve as a direct lender. This unique combination allows us to provide unparalleled service and expertise. Our core strength lies in connecting family office capital with lucrative commercial real estate opportunities. We leverage our in-depth understanding of various asset classes to identify the best investments for our clients. ARC Family Office has built a strong reputation as a trusted capital market partner. Our successful track record includes managing over $600 million in transactions and partnering with more than 50 international families. With ARC, you gain access to a network of reputable sponsors and a wide range of attractive investment opportunities. | MF | |||||||
| ARC Family Office | Pranav | Bhakta | Advisor | Mobile: (737) 228-2780 | pranav@bhaktacapital.com | loans@arcfamilyoffice.com | San Diego | CA | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/pranavrbhakta/ | Debt & Equity, Private Equity, Real Estate, Commercial Real Estate (Multifamily, Industrial, Hospitality, Senior Living, Adaptive Reuse, Telecom) | 2.020 | pranav.bhakta@arcfamilyoffice.com, pranavbhakta@arcfamilyoffice.com, pbhakta@arcfamilyoffice.com, pranav@arcfamilyoffice.com | https://www.linkedin.com/company/arc-family-office-consultants/ | https://arcfamilyoffice.com/ | ARC Family Office is a one-stop shop for families seeking to invest in commercial real estate. We act as a multi-family office, managing the wealth of multiple families, and also serve as a direct lender. This unique combination allows us to provide unparalleled service and expertise. Our core strength lies in connecting family office capital with lucrative commercial real estate opportunities. We leverage our in-depth understanding of various asset classes to identify the best investments for our clients. ARC Family Office has built a strong reputation as a trusted capital market partner. Our successful track record includes managing over $600 million in transactions and partnering with more than 50 international families. With ARC, you gain access to a network of reputable sponsors and a wide range of attractive investment opportunities. | MF | ||||||
| 98 | Arcano Family Office | Carlos | Trinchant | Family Office Director | 34 913 532 140 | ctrinchant@arcanopartners.com | arcano_sp@arcanopartners.com | José Ortega y Gasset, 29 - 4ª planta | Madrid | 28006 | Spain | Europe | https://www.linkedin.com/in/carlos-trinchant-ab722a/ | Private Equity, Real Estate, Venture Capital, Sustainable Infrastructure | 2.003 | €1.7B | https://www.arcanopartners.com/en/gestion-patrimonio | https://www.arcanopartners.com/ | Arcano Family Office, the professionalization of family assets. Pioneers in comprehensive wealth advisory with a 360º approach. Arcano's Family Office area advises families and institutions regarding the management of their wealth (financial, real estate, and other real assets such as private equity, sustainable infrastructure, venture capital, or corporate private debt), with the aim of achieving sustainability from a global perspective and with an independent vision. We apply a differential and pioneering model in the Spanish market based on providing comprehensive counsel regarding the totality of our clients' assets, becoming the reference and head advisor for most of them. Our flexible approach to our clients allows us to adapt to their specific requirements and define a service completely tailored to their needs. Who are our clients? Business Families, Entrepreneurs, Institutions, and Single Family Offices. | MF | |||||
| Arcano Family Office | Iñigo | Susaeta Córdoba | Managing Partner | 34 913 532 140 | isusaeta@arcanopartners.com | arcano_sp@arcanopartners.com | José Ortega y Gasset, 29 - 4ª planta | Madrid | 28006 | Spain | Europe | Universidad Complutense de Madrid | https://www.linkedin.com/in/isusaeta/ | Private Equity, Real Estate, Venture Capital, Sustainable Infrastructure | 2.003 | €1.7B | https://www.arcanopartners.com/en/gestion-patrimonio | https://www.arcanopartners.com/ | Arcano Family Office, the professionalization of family assets. Pioneers in comprehensive wealth advisory with a 360º approach. Arcano's Family Office area advises families and institutions regarding the management of their wealth (financial, real estate, and other real assets such as private equity, sustainable infrastructure, venture capital, or corporate private debt), with the aim of achieving sustainability from a global perspective and with an independent vision. We apply a differential and pioneering model in the Spanish market based on providing comprehensive counsel regarding the totality of our clients' assets, becoming the reference and head advisor for most of them. Our flexible approach to our clients allows us to adapt to their specific requirements and define a service completely tailored to their needs. Who are our clients? Business Families, Entrepreneurs, Institutions, and Single Family Offices. | MF | |||||
| Arcano Family Office | Paule | Ansoleaga Abascal | Managing Director | 34 913 532 140 | pansoleaga@arcanopartners.com | arcano_sp@arcanopartners.com | Via Dante, 7 | Milan | 20123 | Italy | Europe | University of Deusto | https://www.linkedin.com/in/pauleansoleagaabascal/ | Private Equity, Real Estate, Venture Capital, Sustainable Infrastructure | 2.003 | €1.7B | https://www.arcanopartners.com/en/gestion-patrimonio | https://www.arcanopartners.com/ | Arcano Family Office, the professionalization of family assets. Pioneers in comprehensive wealth advisory with a 360º approach. Arcano's Family Office area advises families and institutions regarding the management of their wealth (financial, real estate, and other real assets such as private equity, sustainable infrastructure, venture capital, or corporate private debt), with the aim of achieving sustainability from a global perspective and with an independent vision. We apply a differential and pioneering model in the Spanish market based on providing comprehensive counsel regarding the totality of our clients' assets, becoming the reference and head advisor for most of them. Our flexible approach to our clients allows us to adapt to their specific requirements and define a service completely tailored to their needs. Who are our clients? Business Families, Entrepreneurs, Institutions, and Single Family Offices. | MF | |||||
| 99 | Archstone Capital Inc. | Nick | Abraczinskas | Managing Partner & Chief Investment Officer | (305) 763-8351 | nick@archstonecapitalinc.com | 1521 Alton Road #144 | Miami Beach | FL | 33139 | United States of America | North America | North Carolina State University | https://www.linkedin.com/in/nicholasabraczinskas/ | Real Estate, Residential, Commercial, and Retail, Private Equity, Established Cash-Flowing Enterprises with Growth Potential, Real Estate Alternatives, Parking Lots/Garages, Warehouse-Retail and Autdoor Advertising/Billboard Structures, Tech, Start-ups and Public Companies | 2.014 | https://www.linkedin.com/company/archstone-capital-inc-/ | https://www.archstonecapitalinc.com/ | Archstone Capital is a multi-family office focused on creating integrated long term growth. We build diversified portfolios following a disciplined, forward-looking approach. Our team allocates capital by sourcing deals directly or partnering with outside managers with proven track records. | MF | |||||
| 100 | Ardys | Gijs | Hermens | Investment Manager | 31 356 959 102 | g.hermens@ardys.com | Tesselschadestraat 12 | Amsterdam | 1054 ET | The Netherlands | Europe | Radboud University | https://www.linkedin.com/in/gijs-hermens-cfa-9973b315/ | Real Estate, Fintech | https://www.linkedin.com/company/ardys-fo/ | https://www.ardys.com/ | Ardys is a single-family office based in The Netherlands that serves the members of a Dutch family of successful entrepreneurs. The family members are founders of a diverse range of businesses i.e. HR Recruitment and Services Business, Real Estate business and multiple successful Fintech Businesses. | SF | |||||||
| Ardys | Edwin | Leenstra | Head of Finance & Reporting | 31 356 959 102 | e.leenstra@ardys.com | Tesselschadestraat 12 | Amsterdam | 1054 ET | The Netherlands | Europe | Amsterdam University of Applied Sciences | https://www.linkedin.com/in/edwin-leenstra-0330213/ | Real Estate, Fintech | https://www.linkedin.com/company/ardys-fo/ | https://www.ardys.com/ | Ardys is a single-family office based in The Netherlands that serves the members of a Dutch family of successful entrepreneurs. The family members are founders of a diverse range of businesses i.e. HR Recruitment and Services Business, Real Estate business and multiple successful Fintech Businesses. | SF | ||||||||
| Ardys | Jeroen | Vetter | Chief Executive Officer | 31 653 211 404 | jeroen@ardys.com | Tesselschadestraat 12 | Amsterdam | 1054 ET | The Netherlands | Europe | Rotterdam University of Applied Sciences | https://www.linkedin.com/in/jeroenvetter/ | Real Estate, Fintech | jeroen@vetter.nl, j.vetter@ardys.com | https://www.linkedin.com/company/ardys-fo/ | https://www.ardys.com/ | Ardys is a single-family office based in The Netherlands that serves the members of a Dutch family of successful entrepreneurs. The family members are founders of a diverse range of businesses i.e. HR Recruitment and Services Business, Real Estate business and multiple successful Fintech Businesses. | SF | |||||||
| Ardys | Jesse | Nouwens | Investment Manager | 31 356 959 102 | j.nouwens@ardys.com | Tesselschadestraat 12 | Amsterdam | 1054 ET | The Netherlands | Europe | Amsterdam University of Applied Sciences | https://www.linkedin.com/in/jessenouwens/ | Real Estate, Fintech | https://www.linkedin.com/company/ardys-fo/ | https://www.ardys.com/ | Ardys is a single-family office based in The Netherlands that serves the members of a Dutch family of successful entrepreneurs. The family members are founders of a diverse range of businesses i.e. HR Recruitment and Services Business, Real Estate business and multiple successful Fintech Businesses. | SF | ||||||||
| 101 | ARGI Multi-Family Office | Kelly | Emerine | Business Development | (502) 753-0609 | kellyemerine@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | University of Kentucky | https://www.linkedin.com/in/kelly-emerine-9064a585/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | ||||||
| ARGI Multi-Family Office | Erin | O'Reilly | Financial Advisor | (502) 753-0609 | erinoreilly@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | Western Kentucky University | https://www.linkedin.com/in/erinoreilly618/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | |||||||
| ARGI Multi-Family Office | Joe | Reeves | Chief Executive Officer | (502) 753-0609 | joereeves@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | Western Kentucky University | https://www.linkedin.com/in/joereeves/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | |||||||
| ARGI Multi-Family Office | Angie | Duncan | Chief Financial Officer | (502) 753-0609 | angieduncan@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | Western Kentucky University | https://www.linkedin.com/in/angie-duncan-cpa-bb7490122/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | |||||||
| ARGI Multi-Family Office | Michael | Bryan | Vice President, Business Services Division | (502) 753-0609 | michaelbryan@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | Western Kentucky University | https://www.linkedin.com/in/michael-p-bryan-cpa-88703919/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | |||||||
| ARGI Multi-Family Office | Mike | Waldridge | Vice President, Investment Division | (502) 753-0609 | mikewaldridge@argi.net | 2201 High Wickham Place | Louisville | KY | 40245 | United States of America | North America | University of Louisville | https://www.linkedin.com/in/mikewaldridge/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity | https://www.linkedin.com/company/argi-financial-group/ | https://argifinancialgroup.com/ | Your financial situation isn’t singular, and we believe your financial plan shouldn’t be either. Bring the personal, business, and social aspects of your wealth into focus. | MF | |||||||
| 102 | Argon GmbH | Dirk | Wehinger | Managing Director | 49 711 9 9338-8810 | 49 711 9 9338-8850 | wehinger@argon.ag | Königstraße 19A | Stuttgart | 70173 | Germany | Europe | Private Equity, Real Estate | http://www.argon.ag/ | Argon GmbH is a single family office firm for the Argon. | SF | |||||||||
| 103 | Ariete Family Office Sl | Keko | Martinez | Director | 34 934 73 72 05 | keko.martinez@arietefamilyoffice.com | Av. Diagonal 534, 4º 1ª. | Barcelona | 08006 | Spain | Europe | Universitat de Barcelona | https://www.linkedin.com/in/keko-martinez-33900026/ | Property Management, Investment Equity, Private Equity, Family Planning, Financial Planning, Management and Property Management | 2.009 | https://www.linkedin.com/company/ariete-family-office/ | http://www.arietefamilyoffice.com/ | Ariete FamilyOffice is a multi-family office based in Barcelona that is dedicated to the advice of medium and large estates but particularly specialist, due to his professional experience and the staff of his team, in advising elite athletes and professionals in the liberal field. Strong presence in the world of elite sport and especially the world of football, relating to all kinds of players. | MF | ||||||
| 104 | Arlow Capital | Jules | Grunwald | Chief Investment Officer | Direct: (416) 496-3735 | jgrunwald@arlowcapital.com | 1191 Bathurst St. | Toronto | ON | M5R 3H3 | Canada | North America | York University | https://www.linkedin.com/in/jules-grunwald-79676913/ | Real Estate, Venture Capital, Private Equity | https://www.linkedin.com/company/arlowcapital/ | https://arlowcapital.com/ | Arlow Capital is a Single Family Office that combines the nimbleness of youth with the wisdom of experience. Arlow has the patience to invest for the long term and the agility to act quickly and decisively when the opportunity arises. | SF | ||||||
| Arlow Capital | Samuel | Werner | Managing Partner | swerner@arlowcapital.com | 1191 Bathurst St. | Toronto | ON | M5R 3H3 | Canada | North America | https://www.linkedin.com/in/samuel-werner-03a49696/ | Real Estate, Venture Capital, Private Equity | https://qmwcorp.com/ | https://arlowcapital.com/ | Arlow Capital is a Single Family Office that combines the nimbleness of youth with the wisdom of experience. Arlow has the patience to invest for the long term and the agility to act quickly and decisively when the opportunity arises. | SF | |||||||||
| 105 | Arrivato, LLC | Ali | Tarafdar | Director | (610) 462-5644 | ali@alitarafdar.com | P.O. Box 90945 | Allentown | PA | 18109 | United States of America | North America | Concordia University | https://www.linkedin.com/in/alitarafdar/ | Real Estate | 2.013 | $20B | ali@mergerium.com | https://mergerium.com/ | http://www.arrivatollc.com/ | Arrivato LLC is an extension of our single family office with an institutional philosophy across a family of companies. We focus on principal strategies including multi-family acquisitions, land development, solar development, special situations, and proprietary trading. As a Single Family Office, our core family and supporting professional team have been principal real estate developers and owners of several businesses. | SF | |||
| Arrivato, LLC | Brian | DeLucia | Managing Partner | (610) 462-5644 | brian.delucia@arrivatollc.com | P.O. Box 90945 | Allentown | PA | 18109 | United States of America | North America | https://www.linkedin.com/in/familyoffices/ | Real Estate | 2.013 | $20B | https://www.linkedin.com/company/arrivato-llc/ | http://www.arrivatollc.com/ | Arrivato LLC is an extension of our single family office with an institutional philosophy across a family of companies. We focus on principal strategies including multi-family acquisitions, land development, solar development, special situations, and proprietary trading. As a Single Family Office, our core family and supporting professional team have been principal real estate developers and owners of several businesses. | SF | ||||||
| 106 | Artha Kapitalforvaltning A/S | Brian | Kudsk | Managing Director & CEO | Direct: 45 60 805 152 | bk@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | https://www.linkedin.com/in/brian-kudsk-8a8b795/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | bk@arthakapitalforvaltning.dk | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | |||||
| Artha Kapitalforvaltning A/S | Jan | Severin Sølbæk | Adm. Director & Founder | Direct: 45 22 417 566 | js@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | https://www.linkedin.com/in/jan-severin-sølbæk-98239a14/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | |||||||
| Artha Kapitalforvaltning A/S | Pia | Kyhl Frank | Investment Adviser & Partner | Direct: 45 25 230 790 | pf@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | https://www.linkedin.com/in/pia-frank-8777b53/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | |||||||
| Artha Kapitalforvaltning A/S | Thomas | Skovgaard Jensen | Customer Director | Direct: 45 24 205 287 | tsj@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | https://www.linkedin.com/in/thomas-skovgaard-jensen-a3b049170/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | |||||||
| Artha Kapitalforvaltning A/S | Lars | Peter Hovendal | Customer Director | Direct: 45 20 712 609 | lph@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | Syddansk Universitet - University of Southern Denmark | https://www.linkedin.com/in/lars-peter-hovendal-1761365/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | ||||||
| Artha Kapitalforvaltning A/S | Kristoffer | Eriksen | COO & Partner | Direct: 45 50 921 924 | ke@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | Vrije Universiteit Amsterdam (VU Amsterdam) | https://www.linkedin.com/in/kristoffer-emil-eriksen-8976249/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | ||||||
| Artha Kapitalforvaltning A/S | Frederik | Nordgaard Hansen | Investment Manager | Direct: 45 24 829 189 | fn@artha.dk | info@artha.dk | Strandvejen 58 | Hellerup | 2900 | Denmark | Europe | University of Richmond - Robins School of Business | https://www.linkedin.com/in/frederik-nordgaard-hansen-52590810a/ | Mortgage Bonds, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Real Estate | 2.009 | https://www.linkedin.com/company/artha-kapitalforvaltning/ | https://artha.dk/ | Artha Kapitalforvaltning is Denmark's leading multi-family office. We are a client-owned and independent manager who is always a partner in the investments. At Artha, your success is our success. Artha Kapitalforvaltning and associated companies are a family of Denmark's best asset managers and investment businesses. Since 2009, we have outperformed the market with our Artha Invest portfolios, our handpicked Artha Selection investment projects and our customized Artha Strategies. We have also been the architects behind several acquisitions and successful turn-arounds. We are independent, but always invest ourselves, which has made Artha a natural first choice for customers in the private banking segment who do not want to compromise on either return or risk. You don't have to either, because Artha is open to new customers who also want to be in good company. | MF | ||||||
| 107 | Arthur Waser Gruppe | Thomas | Rufener | Chief Executive Officer | 41 413 758 070 | t.rufener@arthur-waser.ch | info@arthur-waser.ch | Bellerievehöhe 9 | Luzern | 6006 | Switzerland | Europe | Rotterdam School of Management, Erasmus University | https://www.linkedin.com/in/thomas-rufener-b90322/ | The Group manages its own real estate portfolio and invests globally in securities. | 1.999 | CHF 500M | https://www.linkedin.com/company/arthur-waser-group/ | https://www.arthur-waser-gruppe.ch/ | The Arthur Waser Gruppe is a Single Family Office, which manages the assets of Arthur Waser, who started his business activity in the trade of fuel and oil products back in 1950. | SF | ||||
| Arthur Waser Gruppe | Thomas | Balzli | Managing Director | 41 413 758 070 | t.balzli@arthur-waser.ch | info@arthur-waser.ch | Bellerievehöhe 9 | Luzern | 6006 | Switzerland | Europe | The Group manages its own real estate portfolio and invests globally in securities. | 1.999 | CHF 500M | https://www.linkedin.com/company/arthur-waser-group/ | https://www.arthur-waser-gruppe.ch/ | The Arthur Waser Gruppe is a Single Family Office, which manages the assets of Arthur Waser, who started his business activity in the trade of fuel and oil products back in 1950. | SF | |||||||
| Arthur Waser Gruppe | Gregor | Felder | Director | 41 413 758 070 | g.felder@arthur-waser.ch | info@arthur-waser.ch | Bellerievehöhe 9 | Luzern | 6006 | Switzerland | Europe | The Group manages its own real estate portfolio and invests globally in securities. | 1.999 | CHF 500M | https://www.linkedin.com/company/arthur-waser-group/ | https://www.arthur-waser-gruppe.ch/ | The Arthur Waser Gruppe is a Single Family Office, which manages the assets of Arthur Waser, who started his business activity in the trade of fuel and oil products back in 1950. | SF | |||||||
| Arthur Waser Gruppe | Renata | Bucher | Portfolio Manager | 41 413 758 070 | r.bucher@arthur-waser.ch | info@arthur-waser.ch | Bellerievehöhe 9 | Luzern | 6006 | Switzerland | Europe | University of Applied Sciences and Arts Northwestern Switzerland FHNW | https://www.linkedin.com/in/renata-bucher-58275ba7/ | The Group manages its own real estate portfolio and invests globally in securities. | 1.999 | CHF 500M | https://www.linkedin.com/company/arthur-waser-group/ | https://www.arthur-waser-gruppe.ch/ | The Arthur Waser Gruppe is a Single Family Office, which manages the assets of Arthur Waser, who started his business activity in the trade of fuel and oil products back in 1950. | SF | |||||
| 108 | Aryana Family Office | Shahvand | Aryana | Chairman of the Board and Trustee | (833) 504-6837 | 73-525 El Paseo, Suite E-2516 | Palm Desert | CA | 92260 | United States of America | North America | https://www.linkedin.com/in/shahvand-aryana-a557b94/ | Urban Planning, Urban Real Estate, Alternative Investments, Private Equity | 1.997 | investor@acc.capital | https://acc.capital/ | Aryana Family Office, a single family office firm for Aryana Family Office investing in urban real estate. | SF | |||||||
| 109 | Ascot Investments S.A. | Rolf | Sickman | Partner & Co-Founder | 32 23 435 477 | 32 477 656 280 | rsickman@ascot-investments.com | info@ascot-investments.com | 114, Rue des Archives | Brussels | 1170 | Belgium | Europe | Vrije Universiteit Amsterdam (VU Amsterdam) | https://www.linkedin.com/in/rolf-sickman-27560741/ | Private Equity, Real Estate, Hedge Funds, Equities, Bonds | 2.013 | https://www.linkedin.com/company/ascot-investments/ | https://www.ascot-investments.com/ | Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. | MF | ||||
| Ascot Investments S.A. | Peter | Bijlstra | Partner | 32 23 435 477 | 32 477 656 280 | p.bijlstra@gmail.com | info@ascot-investments.com | 114, Rue des Archives | Brussels | 1170 | Belgium | Europe | University of Groningen | https://www.linkedin.com/in/peter-bijlstra-b77ab9/ | Private Equity, Real Estate, Hedge Funds, Equities, Bonds | 2.013 | https://www.linkedin.com/company/ascot-investments/ | https://www.ascot-investments.com/ | Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. | MF | |||||
| Ascot Investments S.A. | Frank | Sickman | Partner | 32 23 435 477 | 32 477 656 280 | frank.sickman1@gmail.com | info@ascot-investments.com | 114, Rue des Archives | Brussels | 1170 | Belgium | Europe | Valdosta State University | https://www.linkedin.com/in/frank-sickman-476a1a28/ | Private Equity, Real Estate, Hedge Funds, Equities, Bonds | 2.013 | https://www.linkedin.com/company/ascot-investments/ | https://www.ascot-investments.com/ | Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. | MF | |||||
| Ascot Investments S.A. | Frédéric | Goblet | Partner & Co-Founder | 32 23 435 477 | 32 477 656 280 | frederic.goblet@ascot-investments.com | info@ascot-investments.com | Gemeenteplein 25 | Hoeilaart | B-1560 | Belgium | Europe | https://www.linkedin.com/in/fredericgoblet/ | Private Equity, Real Estate, Hedge Funds, Equities, Bonds | 2.013 | https://www.linkedin.com/company/ascot-investments/ | https://www.ascot-investments.com/ | Ascot Investments assists selected families and investors to share investment analysis, strategies and opportunities. At Ascot we operate fully independently and for the sole interest of our clients. This transparent although discreet approach assures the client of a true independent advice. | MF | ||||||
| 110 | Asenza Capital | Enrique | Garcia | Co-Founder & CEO | 52 81 8356-1165 | enriquegv1@grupoasenza.com | Ricardo Margain 444. Col. Valle del Campestre | San Pedro Garza Garcia | NL | 66266 | Mexico | North America | Singularity University | https://www.linkedin.com/in/enrique-garcia-a6102910/ | Real Estate, Public Markets, Private Equity, Venture Capital, Technology, Hospitality, Hotel | 2.008 | leopoldo@grupoasenza.com | https://www.linkedin.com/company/asenza-capital/ | https://www.asenzacapital.mx/ | Asenza Capital is a single family office based in Monterrey, Mexico that invests in real estate, public markets and private equity. | SF | ||||
| 111 | Ash Crest Corp. | Tony | Brita | VP, Chief Operating & Financial Officer | (800) 589-3000 | tony@ashcrest.com | 7609 W. Jefferson Boulevard, Suite 200 | Fort Wayne | IN | 46804 | United States of America | North America | Ball State University | https://www.linkedin.com/in/tony-brita-8352622b/ | Real Estate, Retail Dealership, Hospitality, and Software | 2.016 | tony.brita@comcast.net | https://www.ashcrest.com/ | Ash Crest is a single family office, created to preserve and grow capital assets. Our assets are primarily a result of investment of dividends from a nearly 50-year old, closely-held operating company that has become the largest privately-owned wholesale brokerage firm for life insurance, annuities, disability income and long-term care products in the United States, Ash Brokerage Corporation. | SF | |||||
| 112 | Asiamin Capital Pte. Ltd. | Hemant | Amin | Founder, CEO & CIO | 65 6726 2633 | 65 6534 7660 | hemant@asiamin.com | info@asiamin.com | Wisma Atria, Level 11, 435 Orchard Road | Singapore | 238877 | Singapore | Asia | University of Kent | https://www.linkedin.com/in/aminhh/ | Commercial Real Estate, Private Equity | 2.007 | https://www.linkedin.com/company/asiamin-capital-pte-ltd-/ | https://www.asiamin.com/ | Asiamin is a Single Family Office based out of Singapore. | SF | ||||
| Asiamin Capital Pte. Ltd. | Rachna | Amin | Executive Director | 65 6726 2633 | 65 6534 7660 | rachna@asiamin.com | info@asiamin.com | Wisma Atria, Level 11, 435 Orchard Road | Singapore | 238877 | Singapore | Asia | University of Kent | https://www.linkedin.com/in/rachna-amin-13114057/ | Commercial Real Estate, Private Equity | 2.007 | https://www.linkedin.com/company/asiamin-capital-pte-ltd-/ | https://www.asiamin.com/ | Asiamin is a Single Family Office based out of Singapore. | SF | |||||
| 113 | Asian Family | Charles | Cheong | Family Advisor & Single Family Office Service | cheong_charles@yahoo.com | 68 Circular Road, #02-01 | 049422 | Singapore | Asia | St. Michaels's Institution | https://www.linkedin.com/in/charles-cheong-869461/ | Real Estate, FinTech, Financial Technology, Blockchain, Software, Green Mobility, Electric Vehicles, Artificial Intelligence, AI | 2.018 | http://www.aifuture.asia/ | A trusted advisor to the Single Family. Manage a full scope off Family Office services:- • Wealth Planning • Private Banking Relationships • Family Governance • Trust • Real Estate Management • Tax Planning • Project Advisory • Project Development • Concierge Services | SF | |||||||||
| 114 | 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 | University of Mumbai | 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 | |||||
| 115 | Aspermont Capital AG | Maria | Kuoni | Founder & Managing Partner | 41 438 886 644 | 41 438 886 640 | maria.kuoni@ascap.ch | info@ascap.ch | P.O. Box 1669 | Zurich | CH-8021 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/maria-kuoni-47639767/ | Bank Assets, Real Estate Development, Luxury Cars | 2.008 | https://aspermonthome.com/family-office/ | http://aspermontcapital.ch/ | Aspermont is multi-family office with a comprehensive and integrated service offering focusing on entrepreneurial families. | MF | Office Address: Loewenstrasse 66 CH-8001 Zurich Switzerland | |||
| Aspermont Capital AG | Wolfram | Kuoni | Chairman | 41 434 666 060 | 41 434 666 061 | wolfram.kuoni@kuonilaw.ch | office@kuonilaw.ch | P.O. Box 1669 | Zurich | CH-8021 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/wolframkuoni/ | Bank Assets, Real Estate Development, Luxury Cars | 2.008 | http://www.kuonilaw.ch/ | http://aspermontcapital.ch/ | Aspermont is multi-family office with a comprehensive and integrated service offering focusing on entrepreneurial families. | MF | Office Address: Loewenstrasse 66 CH-8001 Zurich Switzerland | ||||
| 116 | Aspida Capital | Antony | Antoniou | Managing Director | Office: 44 207 927-6579, Mobile: 44 207 637-0617 | antony@rib.co.uk | info@aspidacapital.co.uk | Ground Floor, 19 Margaret Street | London | W1W 8RR | United Kingdom | Europe | https://www.linkedin.com/in/antonyantoniou/ | Property Real Estate, Restaurants and Food, Private Equity, REIT | 2.011 | £110M | antony@aspidacapital.co.uk | https://www.linkedin.com/company/aspida-capital/ https://rib.co.uk/ | http://aspidacapital.co.uk/ | Aspida Capital is a single-family office managing property investments of Tony Yerolemou and his family. Tony Yerolemou was born in Cyprus. He moved to the UK in 1960, when he joined the family business, which supplied Cypriot food to shopkeepers all around the country. He established the ‘Cypressa’ brand and started supplying products to the UK supermarkets. In addition to this, Tony Yerolemou opened restaurants and food manufacturing businesses which supplied ready meals to the UK supermarkets, becoming the biggest private company in its field. | SF | ||||
| 117 | Asset Development Corp. | Brinkley | Skye | Executive Director | Direct: (212) 688-1000 Ext. 383, Mobile: (917) 319-3600 | bskye@weRnewyork.com | 641 Lexington Ave. | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/brinkley-skye-9252077/ | Technology Development, Real Estate Development | 1.974 | brinkleyskye@gmail.com | https://www.wernewyork.com/Agent/71792/Brinkley-Skye?agentId=71792&sortOrder=Price&sortAsc=false | SFO investing in Technology Development and Real Estate Development since 1974. | SF | ||||||
| 118 | AT Capital Pte. Ltd. | Hemant | Tikoo | Director | 65 6226 2174 | hemant@atcapital.com.sg | info@atcapital.com.sg | AT Capital Group #16-04/05, Samsung Hub, 3 Church Street | Singapore | 049483 | Singapore | Asia | https://www.linkedin.com/in/hemant-tikoo-9339a4287/ | Real Estate, Commercial Real Estate, Renewable Energy, Private & Structured Credit, Public Markets, Oil & Gas, Hotels & Leisure, Direct PE, PE Funds | $2.5B | https://www.linkedin.com/company/at-capital-pte-ltd-/ | https://atcapital.com.sg/ | Headquartered in Singapore, AT Capital Group was founded by Mr Arvind Tiku to consolidate and manage his family’s investments and holdings. The Group comprises AT Holdings, the asset owning company, and AT Capital, the in-house asset management entity. AT Capital Group manages proprietary funds only. We invest extensively in markets that we understand, namely India, China, Singapore, and the CIS countries. We are open to both control and minority investments, where we see opportunities to generate and enhance value. AT Capital is well financed. Our single shareholding, flat structure and lean investment team provide us with the ability to evaluate and close transactions swiftly and effectively. | SF | ||||||
| AT Capital Pte. Ltd. | Sanjay | Bakliwal | Director | Mobile: 65 98 1072 8515 | sanjay.bakliwal@atcapital.com.sg | info@atcapital.com.sg | AT Capital Group #16-04/05, Samsung Hub, 3 Church Street | Singapore | 049483 | Singapore | Asia | Shri Ram College of Commerce | https://www.linkedin.com/in/sanjay-bakliwal-14a30961/ | Real Estate, Commercial Real Estate, Renewable Energy, Private & Structured Credit, Public Markets, Oil & Gas, Hotels & Leisure, Direct PE, PE Funds | $2.5B | https://www.linkedin.com/company/at-capital-pte-ltd-/ | https://atcapital.com.sg/ | Headquartered in Singapore, AT Capital Group was founded by Mr Arvind Tiku to consolidate and manage his family’s investments and holdings. The Group comprises AT Holdings, the asset owning company, and AT Capital, the in-house asset management entity. AT Capital Group manages proprietary funds only. We invest extensively in markets that we understand, namely India, China, Singapore, and the CIS countries. We are open to both control and minority investments, where we see opportunities to generate and enhance value. AT Capital is well financed. Our single shareholding, flat structure and lean investment team provide us with the ability to evaluate and close transactions swiftly and effectively. | SF | ||||||
| AT Capital Pte. Ltd. | Arvind | Tiku | Founder & Group Chairman | Mobile: 65 95 6045 4296 | arvind.tiku@atcapital.com.sg | info@atcapital.com.sg | AT Capital Group #16-04/05, Samsung Hub, 3 Church Street | Singapore | 049483 | Singapore | Asia | https://www.linkedin.com/in/arvind-tiku-51584a235/ | Real Estate, Commercial Real Estate, Renewable Energy, Private & Structured Credit, Public Markets, Oil & Gas, Hotels & Leisure, Direct PE, PE Funds | $2.5B | https://www.linkedin.com/company/at-capital-pte-ltd-/ | https://atcapital.com.sg/ | Headquartered in Singapore, AT Capital Group was founded by Mr Arvind Tiku to consolidate and manage his family’s investments and holdings. The Group comprises AT Holdings, the asset owning company, and AT Capital, the in-house asset management entity. AT Capital Group manages proprietary funds only. We invest extensively in markets that we understand, namely India, China, Singapore, and the CIS countries. We are open to both control and minority investments, where we see opportunities to generate and enhance value. AT Capital is well financed. Our single shareholding, flat structure and lean investment team provide us with the ability to evaluate and close transactions swiftly and effectively. | SF | |||||||
| AT Capital Pte. Ltd. | Hywel | Phillip | General Counsel & Director | 65 6226 2174 | h.phillip@atcapital.com.sg | info@atcapital.com.sg | AT Capital Group #16-04/05, Samsung Hub, 3 Church Street | Singapore | 049483 | Singapore | Asia | University of Grenoble, University of Kent, Guildford Law School | https://www.linkedin.com/in/hywel-phillip-53276324/ | Real Estate, Commercial Real Estate, Renewable Energy, Private & Structured Credit, Public Markets, Oil & Gas, Hotels & Leisure, Direct PE, PE Funds | $2.5B | https://www.linkedin.com/company/at-capital-pte-ltd-/ | https://atcapital.com.sg/ | Headquartered in Singapore, AT Capital Group was founded by Mr Arvind Tiku to consolidate and manage his family’s investments and holdings. The Group comprises AT Holdings, the asset owning company, and AT Capital, the in-house asset management entity. AT Capital Group manages proprietary funds only. We invest extensively in markets that we understand, namely India, China, Singapore, and the CIS countries. We are open to both control and minority investments, where we see opportunities to generate and enhance value. AT Capital is well financed. Our single shareholding, flat structure and lean investment team provide us with the ability to evaluate and close transactions swiftly and effectively. | SF | ||||||
| AT Capital Pte. Ltd. | Greg | Chew | Legal Counsel | 65 6226 2174 | gregory.chew@atcapital.com.sg | info@atcapital.com.sg | AT Capital Group #16-04/05, Samsung Hub, 3 Church Street | Singapore | 049483 | Singapore | Asia | Singapore Management University | https://www.linkedin.com/in/gregory-chew/ | Real Estate, Commercial Real Estate, Renewable Energy, Private & Structured Credit, Public Markets, Oil & Gas, Hotels & Leisure, Direct PE, PE Funds | $2.5B | https://www.linkedin.com/company/at-capital-pte-ltd-/ | https://atcapital.com.sg/ | Headquartered in Singapore, AT Capital Group was founded by Mr Arvind Tiku to consolidate and manage his family’s investments and holdings. The Group comprises AT Holdings, the asset owning company, and AT Capital, the in-house asset management entity. AT Capital Group manages proprietary funds only. We invest extensively in markets that we understand, namely India, China, Singapore, and the CIS countries. We are open to both control and minority investments, where we see opportunities to generate and enhance value. AT Capital is well financed. Our single shareholding, flat structure and lean investment team provide us with the ability to evaluate and close transactions swiftly and effectively. | SF | ||||||
| 119 | 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 | https://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 | ||||||||
| 120 | Atlantic Wealth Partners, LLC | Steve | Olson | Chief Executive Officer | (561) 632-0566 | steve@atlanticwealthpartners.com | 759 Parkway Street, Suite 201 | Jupiter | FL | 33477 | United States of America | North America | University of South Florida | https://www.linkedin.com/in/steveolsonfl/ | Real Estate, Finance, Insurance, Technology Sectors | 2.017 | https://www.linkedin.com/company/atlantic-wealth-partners/ | https://www.atlanticwp.com/ | Atlantic Wealth Partners is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors. | MF | |||||
| Atlantic Wealth Partners, LLC | Tad | Sacheck | Family Wealth Advisor | (561) 632-0566 | tad@atlanticwealthpartners.com | 759 Parkway Street, Suite 201 | Jupiter | FL | 33477 | United States of America | North America | Indiana University Bloomington | https://www.linkedin.com/in/tadsacheck/ | Real Estate, Finance, Insurance, Technology Sectors | 2.017 | https://www.linkedin.com/company/atlantic-wealth-partners/ | https://www.atlanticwp.com/ | Atlantic Wealth Partners is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors. | MF | ||||||
| Atlantic Wealth Partners, LLC | Gregg | Brant | Family Wealth Advisor | (561) 632-0566 | gregg@atlanticwealthpartners.com | 759 Parkway Street, Suite 201 | Jupiter | FL | 33477 | United States of America | North America | Robert Morris University | https://www.linkedin.com/in/greggorybrant/ | Real Estate, Finance, Insurance, Technology Sectors | 2.017 | https://www.linkedin.com/company/atlantic-wealth-partners/ | https://www.atlanticwp.com/ | Atlantic Wealth Partners is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors. | MF | ||||||
| Atlantic Wealth Partners, LLC | Anthony | Vernale | Investment Analyst | (561) 632-0566 | anthony@atlanticwealthpartners.com | 759 Parkway Street, Suite 201 | Jupiter | FL | 33477 | United States of America | North America | Northeastern University | https://www.linkedin.com/in/anthony-j-vernale-cfa-ba43151a2/ | Real Estate, Finance, Insurance, Technology Sectors | 2.017 | https://www.linkedin.com/company/atlantic-wealth-partners/ | https://www.atlanticwp.com/ | Atlantic Wealth Partners is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors. | MF | ||||||
| 121 | ATR Advisors, LLC | Shawn | Blau | Chief Investment officer | (203) 540-5133 | rationalshawn@gmail.com | info@atradvisors.com | 2452 Black Rock Turnpike, Suite 10 | Fairfield | CT | 06825 | United States of America | North America | Harvard University | https://www.linkedin.com/in/shawn-blau-phd-605ab270/ | Hedge Funds, Taxation, Trust & Estates, Business Succession, Real Estate and Cash Flow Management | 2.003 | $100M | https://www.linkedin.com/in/william-j-kennedy-517572a/ | http://www.atradvisors.com/ | ATR Advisors provides a cost efficient multi-family office structure to serve families with $2+ million in assets. | MF | |||
| 122 | Augemus SA | Willem | Frijling | Director | Direct: 352 20 212 486 | 352 20 212 499 | willem.frijling@Augemus.lu | info@augemus.lu | 36, Avenue du X Septembre | Luxembourg | L-2550 | Luxembourg | Europe | Hotelschool The Hague | https://www.linkedin.com/in/willem-frijling-507554/ | Private Equity, Real Estate, PERE | 2.012 | https://www.linkedin.com/company/augemus/ | http://www.augemus.lu/ | Augemus, the multi-family office was set up in 2012. We are here to help you manage your family’s assets, taking the view that we should be the kind of service provider we ourselves would want to engage. We do our work with the utmost professional care and personal commitment. It is no accident that we have chosen a shield as our logo. This shield stands as a symbol for a family coat of arms and the safeguarding of family traditions. | MF | ||||
| Augemus SA | Carlo | Basten | Senior Asset Manager | 352 2 021 241 | 352 20 212 499 | carlo.basten@augemus.lu | info@augemus.lu | 36, Avenue du X Septembre | Luxembourg | L-2550 | Luxembourg | Europe | INSEAD | https://www.linkedin.com/in/carlo-basten-cfa-282a802/ | Private Equity, Real Estate, PERE | 2.012 | https://www.linkedin.com/company/augemus/ | http://www.augemus.lu/ | Augemus, the multi-family office was set up in 2012. We are here to help you manage your family’s assets, taking the view that we should be the kind of service provider we ourselves would want to engage. We do our work with the utmost professional care and personal commitment. It is no accident that we have chosen a shield as our logo. This shield stands as a symbol for a family coat of arms and the safeguarding of family traditions. | MF | |||||
| Augemus SA | Henk | Thijssen | Managing Director | 352 2 021 241 | 352 20 212 499 | henk.thijssen@augemus.lu | info@augemus.lu | 36, Avenue du X Septembre | Luxembourg | L-2550 | Luxembourg | Europe | Private Equity, Real Estate, PERE | 2.012 | https://www.linkedin.com/company/augemus/ | http://www.augemus.lu/ | Augemus, the multi-family office was set up in 2012. We are here to help you manage your family’s assets, taking the view that we should be the kind of service provider we ourselves would want to engage. We do our work with the utmost professional care and personal commitment. It is no accident that we have chosen a shield as our logo. This shield stands as a symbol for a family coat of arms and the safeguarding of family traditions. | MF | |||||||
| Augemus SA | Willem | Frijling | Director | Direct: 352 20 212 486 | 352 20 212 499 | Willem.Frijling@Augemus.lu | info@augemus.lu | 36, Avenue du X Septembre | Luxembourg | L-2550 | Luxembourg | Europe | INSEAD | https://www.linkedin.com/in/willem-frijling-507554/ | Private Equity, Real Estate, PERE | 2.012 | https://www.linkedin.com/company/augemus/ | http://www.augemus.lu/ | Augemus, the multi-family office was set up in 2012. We are here to help you manage your family’s assets, taking the view that we should be the kind of service provider we ourselves would want to engage. We do our work with the utmost professional care and personal commitment. It is no accident that we have chosen a shield as our logo. This shield stands as a symbol for a family coat of arms and the safeguarding of family traditions. | MF | |||||
| 123 | Augustus Management SAM | Hamid | Jourabchi | Family Office CEO | 96 Kensington High Street | London | W8 4SG | United Kingdom | Europe | University of Colorado Boulder | https://www.linkedin.com/in/hamid-jourabchi-4ba7aa5a/ | Sustainability, Agriculture, Sustainable Agri, Technology, Energy, Real Estate, Retail, Entertainment | hello@bgagriculture.com | https://bgagriculture.com/our-team/ https://modex.tech/ | Augustus SAM , a single family office with diverse interests in Sustainable Agri, Technology and Energy. | SF | |||||||||
| 124 | Aurec Capital | Ori | Levanon | General Counsel & VP Business Development | 972 36 102 929 | 972 36 102 928 | ori.levanon@aurec-capital.com | info@aurec-capital.com | 3 Hayetzira St. | Ramat Gan | Israel | Asia | https://www.linkedin.com/in/ori-levanon/ | Commercial Real Estate, Residential Real Estate, TMT, Insurance, Infrastructure, Venture Capital | 1.960 | office@aurecre.de | https://aurecre.de/en/ | https://aurec-capital.com/ | Aurec Capital is a single family office founded in the 1960s. Over the course of six decades the strong sense of entrepreneurial spirit has passed onto the succeeding generations. Demonstrating that strong family values, a people-driven philosophy, resounding trust, and open-mindedness continues to cultivate a winning business environment that considers all opportunities, sees no boundaries to creativity and forges its own path forward. Never flowing the herd and always setting its own standards. | SF | |||||
| Aurec Capital | Michael | Elyakim | Managing Director of Private Equity | 972 36 102 929 | 972 36 102 928 | michael.elyakim@aurec-capital.com | info@aurec-capital.com | 3 Hayetzira St. | Ramat Gan | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/michael-elyakim-4a742920/ | Commercial Real Estate, Residential Real Estate, TMT, Insurance, Infrastructure, Venture Capital | 1.960 | office@aurecre.de | https://aurecre.de/en/ | https://aurec-capital.com/ | Aurec Capital is a single family office founded in the 1960s. Over the course of six decades the strong sense of entrepreneurial spirit has passed onto the succeeding generations. Demonstrating that strong family values, a people-driven philosophy, resounding trust, and open-mindedness continues to cultivate a winning business environment that considers all opportunities, sees no boundaries to creativity and forges its own path forward. Never flowing the herd and always setting its own standards. | SF | |||||
| Aurec Capital | Amir | Livneh | Investment Analyst | 972 36 102 929 | 972 36 102 928 | amir.livneh@aurec-capital.com | info@aurec-capital.com | 3 Hayetzira St. | Ramat Gan | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/amir-livneh-5ab06338/ | Commercial Real Estate, Residential Real Estate, TMT, Insurance, Infrastructure, Venture Capital | 1.960 | office@aurecre.de | https://aurecre.de/en/ | https://aurec-capital.com/ | Aurec Capital is a single family office founded in the 1960s. Over the course of six decades the strong sense of entrepreneurial spirit has passed onto the succeeding generations. Demonstrating that strong family values, a people-driven philosophy, resounding trust, and open-mindedness continues to cultivate a winning business environment that considers all opportunities, sees no boundaries to creativity and forges its own path forward. Never flowing the herd and always setting its own standards. | SF | |||||
| Aurec Capital | Ron | Meitar | Chief Executive Officer | 972 36 102 929 | 972 36 102 928 | ron.meitar@aurec-capital.com | info@aurec-capital.com | 3 Hayetzira St. | Ramat Gan | Israel | Asia | Northeastern University | https://www.linkedin.com/in/ron-meitar-03b84357/ | Commercial Real Estate, Residential Real Estate, TMT, Insurance, Infrastructure, Venture Capital | 1.960 | office@aurecre.de | https://aurecre.de/en/ | https://aurec-capital.com/ | Aurec Capital is a single family office founded in the 1960s. Over the course of six decades the strong sense of entrepreneurial spirit has passed onto the succeeding generations. Demonstrating that strong family values, a people-driven philosophy, resounding trust, and open-mindedness continues to cultivate a winning business environment that considers all opportunities, sees no boundaries to creativity and forges its own path forward. Never flowing the herd and always setting its own standards. | SF | |||||
| Aurec Capital | Christian | Graulich | Head of Asset Management & Acquisition | 49 30 69 200-1010 | 49 30 69 200-1019 | christian@aurecre.de | info@aurec-capital.com | Bleibtreustraße 41 | Berlin | 10623 | Germany | Europe | Technische Universität Dresden | https://www.linkedin.com/in/christian-graulich-511aa319/ | Commercial Real Estate, Residential Real Estate, TMT, Insurance, Infrastructure, Venture Capital | 1.960 | office@aurecre.de | https://aurecre.de/en/ | https://aurec-capital.com/ | Aurec Capital is a single family office founded in the 1960s. Over the course of six decades the strong sense of entrepreneurial spirit has passed onto the succeeding generations. Demonstrating that strong family values, a people-driven philosophy, resounding trust, and open-mindedness continues to cultivate a winning business environment that considers all opportunities, sees no boundaries to creativity and forges its own path forward. Never flowing the herd and always setting its own standards. | SF | ||||
| 125 | AURETAS family trust GmbH | Matthias | Rathgen | Founder & Managing Director | 49 89 36 035 7278 | 49 893 607 0333 | alternative@auretas.de | info@auretas.de | Osterwaldstraße 10 | Munich | 80805 | Germany | Europe | https://www.linkedin.com/in/matthias-rathgen-842246/ | Alternative Assets such as Private Equity, Real Estate, Timber, Infrastructure and Agriculture | 2.008 | https://dsaltassets.wordpress.com/ | https://www.auretas.de/ | AURETAS family trust GmbH is one of the leading multi- family offices and is one of the most important independent asset managers in Germany. This means we have the necessary size to offer a complete and professional range of services. | MF | 49 40 8090779-9 Email: info@auretas.de | ||||
| 126 | Auria Capital | Rogelio | De los Santos | Advisory Board Member | 52 81 5350-9509 | rogelio@daluscapital.com | Av. Del Estado 208, Tecnológico | Monterrey | NL | 64700 | Mexico | North America | Massachusetts Institute of Technology | https://www.linkedin.com/in/rogeliodelossantos/ | Private Equity Funds (Start Up, Venture and Growth), Real Estate developments and Direct Investments in Mexican Companies | 2.012 | rogelio@altaventures.com, info@daluscapital.com | https://daluscapital.com/ https://altaventures.com/rogelio-de-los-santos/ | https://www.linkedin.com/company/auria-capital/ | Auria Capital is a Mexican Single Family Office located in Monterrey México. Started operations in December 2012. Our Family Office manages a portfolio of Private Equity Funds (Start Up, Venture and Growth), Real Estate developments and Direct Investments in Mexican companies. | SF | ||||
| 127 | AVCO Investments | Tom | Misner | President | 377 999 041 941 | avco@avcoinvestments.mc | 1, Rue des Roses | Monaco | 98000 | Monaco | Europe | Middlesex University, Colombia College - Chicago | https://www.linkedin.com/in/tom-misner-94256498/ | Real Estate, Operating Businesses, Early Stage Companies, Technology, Application | https://www.avcoinvestments.mc/ | AVCO Investments is a Monaco based Single Family Office with a global investment portfolio dedicated to creating value and growth. AVCO Investments has been established to preserve the family legacy and to grow through investments in real estate, operating businesses and early stage companies. | SF | ||||||||
| 128 | AWJ Holding Company | Mohammed | Alarifi | Group Chief Financial Officer | (513) 604-4864 | alarifi@alphacapital.com.sa | 7586 King Fahad Bin Abdul Aziz Road, Moon Tower, Al Rahmaniyah | Riyadh | 12341-4119 | Saudi Arabia | Asia | King Saud University | https://www.linkedin.com/in/alarificpa/ | Real Estate, Direct Investments, Public Equity, Private Equity | https://www.alphacapital.com.sa/ | https://www.linkedin.com/company/awj-holding/ | As a Saudi-based single-family investment company specializing in real estate and investment management, AWJ Holding Company (AHC) was established in 2016 in Riyadh to institutionalize real estate investment activities of the family spanning over 4 decades. AHC is mandated to professionally preserve, manage, and grow its asset base in a Sharia-compliant manner, through developing and executing measurable, impactful, and meaningful investment strategies across real estate, direct investments, and public/private equities. | SF | |||||||
| 129 | AWM Capital | Brandon | Averill | Co-Founder & Partner | (323) 940-1339 | brandon@awmcap.com | 11201 N Tatum Blvd., Suite 300 #27333 | Phoenix | AZ | 85028 | United States of America | North America | UCLA | 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 | 11201 N Tatum Blvd., Suite 300 #27333 | Phoenix | AZ | 85028 | 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 | 11201 N Tatum Blvd., Suite 300 #27333 | Phoenix | AZ | 85028 | 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 | |||||
| 130 | AWM Family Office | Josh | McAlister | Private Wealth Advisor | (323) 940-1339 | (480) 422-8575 | josh@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | Arizona State University | https://www.linkedin.com/in/joshua-mcalister-cfp®-cpa-rma®-27387858/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | |||
| AWM Family Office | Brandon | Averill | Co-Founder & Managing Partner | (323) 940-1339 | (480) 422-8575 | brandon@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | UCLA | https://www.linkedin.com/in/brandonaverill/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | ||||
| AWM Family Office | Erik | Averill | Co-Founder & Partner | (323) 940-1339 | (480) 422-8575 | erik@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | Arizona State University / UCLA | https://www.linkedin.com/in/erikaverill/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | ||||
| AWM Family Office | Travis | Chick | Senior Private Wealth Advisor | (323) 940-1339 | (480) 422-8575 | travis@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | University of Texas at Tyler / Yale School of Management | https://www.linkedin.com/in/travischick/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | ||||
| AWM Family Office | Justin | Dyer | Chief Investment Officer | (323) 940-1339 | (480) 422-8575 | justin@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | University of California, Berkeley / University of California, Santa Cruz | https://www.linkedin.com/in/justin-dyer-cfa-cfp/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | ||||
| AWM Family Office | Will | McGuffey | Private Wealth Advisor | (323) 940-1339 | (480) 422-8575 | wmcguffey@awmcap.com | info@awmcap.com | 11201 N Tatum Blvd., Suite 300, #27333 | Phoenix | AZ | 85028 | United States of America | North America | Northwestern State University | https://www.linkedin.com/in/will-mcguffey-847a4017a/ | Athlete, Real Estate, Venture Capital, Private Equity, Franchising and beyond | 2.010 | https://www.linkedin.com/company/awmcapital/ | https://awmcap.com/ | AWM Family Office is a single family office division from AWM Capital. Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation. We provide skilled guidance about how best to maintain your wealth today while staying focused on maximizing your wealth for the next generation. As an Independent Registered Investment Advisor, we are loyal to you - not Wall Street which means we are not limited to selling you products. Our open architecture goes beyond your public investment portfolio to include access to real estate, venture capital, private equity, franchising and beyond. We take into account your entire portfolio — wherever the assets are held. | SF | ||||
| 131 | AXXAM Family Office | Omar | Lemrabet | Manager | 212 610 323 033 | o.lemrabet@axxam.ma | 12 Rue de Sanary | Casablanca | 20000 | Morocco | Africa | https://www.linkedin.com/in/omar-lemrabet-43360517/ | 2.018 | https://www.linkedin.com/company/axxam-family-office/ | https://www.axxam.ma/ | AXXAM Family Office is an independent advisor whose vocation is to become the architect of your wealth management. Our mission is to centralize relations for you with all the service providers in charge, and to ensure, in your best interests, that everyone works harmoniously in the service of the preservation and growth of this heritage. To achieve your objectives, thanks to an impartial approach guaranteed by our independence, we help you in complete transparency to select and coordinate the most appropriate service providers (bankers, managers, insurers, tax specialists, lawyers, accountants, real estate agents, etc.) top performers in their respective sectors. AXXAM Family Office was created by former bankers, Wealth Management experts. Our small team is at the service of a limited number of clients in order to guarantee a long-lasting and close relationship and to devote all the time and attention required by a genuine global approach to wealth management. AXXAM Family Office first offers you to carry out a heritage diagnosis, and after having identified your family and professional context, your constraints and your heritage objectives, AXXAM Family Office then supports you in defining and fine-tuning your wealth management strategy. . We are also responsible for supervising the long-term execution of your objectives and this support will concern your professional, real estate and financial assets. We are also vigilant about any regulatory or tax changes that could have an impact on your assets. | MF | ||||||||
| AXXAM Family Office | Meryem | Kabbaj | Founding Partner | 212 610 323 033 | m.kabbaj@axxam.ma | 12 Rue de Sanary | Casablanca | 20000 | Morocco | Africa | Université Paris Dauphine - PSL | https://www.linkedin.com/in/meryem-kabbaj-040745101/ | 2.018 | https://www.linkedin.com/company/axxam-family-office/ | https://www.axxam.ma/ | AXXAM Family Office is an independent advisor whose vocation is to become the architect of your wealth management. Our mission is to centralize relations for you with all the service providers in charge, and to ensure, in your best interests, that everyone works harmoniously in the service of the preservation and growth of this heritage. To achieve your objectives, thanks to an impartial approach guaranteed by our independence, we help you in complete transparency to select and coordinate the most appropriate service providers (bankers, managers, insurers, tax specialists, lawyers, accountants, real estate agents, etc.) top performers in their respective sectors. AXXAM Family Office was created by former bankers, Wealth Management experts. Our small team is at the service of a limited number of clients in order to guarantee a long-lasting and close relationship and to devote all the time and attention required by a genuine global approach to wealth management. AXXAM Family Office first offers you to carry out a heritage diagnosis, and after having identified your family and professional context, your constraints and your heritage objectives, AXXAM Family Office then supports you in defining and fine-tuning your wealth management strategy. . We are also responsible for supervising the long-term execution of your objectives and this support will concern your professional, real estate and financial assets. We are also vigilant about any regulatory or tax changes that could have an impact on your assets. | MF | ||||||||
| 132 | Ayco Partners Consulting SL | Toni | Colomer Salva | Partner - Wealth Management | 34 646 393 857 | acolomer4@gmail.com | info@aycopartners.com | Av. Diagonal 512 3º 2ª | Barcelona | 08006 | Spain | Europe | Universitat Internacional de Catalunya | https://www.linkedin.com/in/toni-colomer-salva-1734a82a/ | Real Estate, Logistic, Transport, Alternative Investments | contact@logitranstc.com | http://logitranstc.com/ | https://www.aycopartners.com/ | Ayco Partners Consulting acts as a single interlocutor for families with a multi family office format, supporting them by providing services in all investment areas: >REAL ESTATE: Intermediation, Consulting, Valuation, Investment and Investment Management >CORPORATE: Financial and strategic consulting >FINANCIAL: Financial planning, open architecture, asset advice and recurring monitoring >TAXATION: Tax optimization in each of the 3 assets, giving great importance to inheritance and inheritance planning. It is precisely this multidisciplinary nature that is the great advantage of a multi family office, because only thanks to the exhaustive knowledge of each family and the different family nuclei that comprise it, can the best management be offered in a totally independent and aligned way. | MF | |||||
| 133 | AzimuthZero Family Office | Jonathan | Burrell | Partner | (913) 732-4778 | 6300 W 143rd St., Suite 200 | Overland Park | KS | 66223 | United States of America | North America | Industrial, Office/Warehouse, Distribution, Manufacturing | 2.017 | info@grata.land, support@maxover.com | https://www.grata.land/ https://www.maxover.com/ https://www.logisticsrealtycapital.com/ | https://www.linkedin.com/company/azimuthzero-family-office/ | AzimuthZero is the family office of Jon & Becky Burrell. In the same way that an azimuth navigational device uses true north as a reference point, the goal of the family office is to provide direction and support to future generations by using “true north” (Jesus Christ) as a guide. | SF | |||||||
| AzimuthZero Family Office | Devon | Rolf | Partner | (913) 732-4778 | devon.rolf@gofigure.com | 6300 W 143rd St., Suite 200 | Overland Park | KS | 66223 | United States of America | North America | University of Missouri-Columbia | https://www.linkedin.com/in/devon-rolf-1913023/ | Industrial, Office/Warehouse, Distribution, Manufacturing | 2.017 | https://www.linkedin.com/company/azimuthzero-family-office/ | AzimuthZero is the family office of Jon & Becky Burrell. In the same way that an azimuth navigational device uses true north as a reference point, the goal of the family office is to provide direction and support to future generations by using “true north” (Jesus Christ) as a guide. | SF | |||||||
| 134 | B Capital S.A. | Jon | Henley | Partner | 44 203 174-0861 | 44 207 692-9249 | jonathan.henley@b-cap.ch | 48 Dover Street | London | W1S 4FF | United Kingdom | Europe | Coventry University | https://www.linkedin.com/in/jon-henley/ | Private Equity, Real Estate, Alternative Investments | 2.008 | jon_henley@hotmail.com | https://www.linkedin.com/company/b-capital-s.a./ | https://bcapital.partners/ | Established in 2008, B Capital is a Swiss multi-family office & investment management firm. We have teams in Geneva, London, Malta, Lisbon and the Cayman Islands. Since 2008, we have supported high net worth individuals and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. We also work for other family offices and trustees under specific mandates to help achieve their aims. | MF | ||||
| B Capital S.A. | Lorne | Baring | Managing Director | Phone: 41 223 177 828, London: 44 203 174-0860, Mobile: 44 753 974-5009 | 41 225 457 714 | lorne.baring@b-cap.ch | Rue Jean-Calvin 14 | Genève | CH-1204 | Switzerland | Europe | University of Westminster | https://www.linkedin.com/in/lorne-baring-2347b986/ | Private Equity, Real Estate, Alternative Investments | 2.008 | https://www.linkedin.com/company/b-capital-s.a./ | https://bcapital.partners/ | Established in 2008, B Capital is a Swiss multi-family office & investment management firm. We have teams in Geneva, London, Malta, Lisbon and the Cayman Islands. Since 2008, we have supported high net worth individuals and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. We also work for other family offices and trustees under specific mandates to help achieve their aims. | MF | ||||||
| 135 | 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 | Northumbria University | 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 | |||||
| 136 | Baisan Family Office | Anas | Muslih | Managing Director | 966 138 878 888 | info@baisan.co | Prince Turki St, Al Yarmouk | Al Khobar | 34432 | Saudi Arabia | Asia | Faculty of Law at the University of Jordan | https://www.linkedin.com/in/anas-m-a7734b38/ | Hedge Funds, Private Equity, Venture Funds, Direct Investments, Operating Companies, Private Opportunities, Real Estate | 2.007 | info@atarholding.com | https://atarholding.com/ | https://www.baisan.co/ | The Baisan Family Office is a private entity that manages the investments of the AlQahtani Family of Saudi Arabia. Founded in 2007 as a Single Family Office, Baisan Family Office is a private entity established to serve the investment and philanthropic efforts of Ayedh AlQahtani's Family. Baisan Family Office invests globally in hedge funds, private equity and venture funds, in addition to direct investments in operating companies and other private opportunities, including real estate. We are please to co-invest extensively. Baisan Family Office’s goal is to find interesting investment opportunities across all asset classes opportunistically and globally. We look to build relationships with proven investment managers and companies, seeking intriguing investments through a flexible approach Our investment mandate is informed by our corporate social responsibilities to prioritize businesses opportunities that have the potential to vastly improve people’s lives. | SF | |||||
| 137 | Ballast Point Capital, LLC | Stephen | Collins | Senior Vice President | Direct: (813) 820-5718, Mobile: (843) 303-3331 | sc@ballastpointcapital.com | info@ballastpointcapital.com | 7901 4th Street N | St. Petersburg | FL | 33702 | United States of America | North America | College of Charleston | https://www.linkedin.com/in/stephen-collins-442a732b/ | * Public Equity: Growth, Value, Technology, Energy, Cyclical * Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel * Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps * Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income | 2.014 | https://www.linkedin.com/company/ballast-point-capital/ | https://ballastpointcapital.com/ | Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate. BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns. With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. | SF | ||||
| Ballast Point Capital, LLC | John | Theofilos | Chief Executive Officer | jt@ballastpointcapital.com | info@ballastpointcapital.com | 7901 4th Street N | St. Petersburg | FL | 33702 | United States of America | North America | University of South Florida | https://www.linkedin.com/in/john-theofilos-94a12b146/ | * Public Equity: Growth, Value, Technology, Energy, Cyclical * Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel * Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps * Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income | 2.014 | https://www.linkedin.com/company/ballast-point-capital/ | https://ballastpointcapital.com/ | Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate. BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns. With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. | SF | ||||||
| Ballast Point Capital, LLC | Michael | Maniscalco | COO & CFO | mm@ballastpointcapital.com | info@ballastpointcapital.com | 7901 4th Street N | St. Petersburg | FL | 33702 | United States of America | North America | Boston University | https://www.linkedin.com/in/michael-maniscalco-b3790423/ | * Public Equity: Growth, Value, Technology, Energy, Cyclical * Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel * Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps * Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income | 2.014 | https://www.linkedin.com/company/ballast-point-capital/ | https://ballastpointcapital.com/ | Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate. BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns. With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. | SF | ||||||
| Ballast Point Capital, LLC | Stephen | Collins | Senior Vice President | sc@ballastpointcapital.com | info@ballastpointcapital.com | 7901 4th Street N | St. Petersburg | FL | 33702 | United States of America | North America | College of Charleston | https://www.linkedin.com/in/stephen-collins-442a732b/ | * Public Equity: Growth, Value, Technology, Energy, Cyclical * Private Equity: Manufacturing , Retail , Jewelry & Fashion , Hospitality, Hotel * Financial Derivatives: Futures, Options, Commodities, Interest Rate Swaps * Alternative Investments: Art, Collectibles, Cryptocurrency, Real Estate M&A, Mergers and Acquisitions, Mergers & Acquisitions, Fixed Income | 2.014 | stephencollins@tampabay.rr.com | https://www.linkedin.com/company/ballast-point-capital/ | https://ballastpointcapital.com/ | Based in Tampa, Florida, BPC is a well capitalized, high growth private investment firm and single family office focused on capital preservation, significant wealth generation and long term value creation with allocations across a wide variety of asset classes and investment strategies, including public and private equities, M&A, fixed income, commodities, derivatives, futures, alternatives and real estate. BPC manages the investments on behalf of the Theofilos Family. We are entrepreneurs, investors and operators and bring a purpose-driven approach while providing a positive impact through our investments and philanthropies. Our permanent capital allows us to pursue an objective of long duration compounded capital growth and outsized returns. With over 100 years of collective experience, BPC is led by a cohesive, efficient & diversified team with an entrepreneurial mentality inside an institutional framework. | SF | |||||
| 138 | Baltisse NV | Louis | Balcaen | Principal, Investment Manager | 32 92 928 005 | 32 92 857 848 | louis.balcaen@baltisse.com | info@baltisse.com | Pauline van Pottelsberghelaan 10 | Gent | 9051 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/louis-balcaen-0505ab50/ | Private Equity, Real Estate, Retail, Offices, Senior Housing, Mixed-use | 2.006 | €10M | https://www.linkedin.com/company/baltisse/ | https://www.baltisse.com/ | Baltisse is the single family office of Filip Balcaen’s family, who sold its floor covering company IVC to US-firm Mohawk. The Belgian single family office is focused on private equity and real estate investments. Baltisse is investing in different real estate types: retail, offices, senior housing and mixed-use. Besides investing, the single family office also develops projects on its own. | SF | |||
| Baltisse NV | Toon | Hylebos | Senior Investment Manager | 32 92 928 007 | 32 92 857 848 | toon.hylebos@baltisse.com | info@baltisse.com | Pauline van Pottelsberghelaan 10 | Gent | 9051 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/toonhylebos/ | Private Equity, Real Estate, Retail, Offices, Senior Housing, Mixed-use | 2.006 | €10M | https://www.linkedin.com/company/baltisse/ | https://www.baltisse.com/ | Baltisse is the single family office of Filip Balcaen’s family, who sold its floor covering company IVC to US-firm Mohawk. The Belgian single family office is focused on private equity and real estate investments. Baltisse is investing in different real estate types: retail, offices, senior housing and mixed-use. Besides investing, the single family office also develops projects on its own. | SF | ||||
| Baltisse NV | Benjamin | Biesmans | Investment Manager | 32 92 928 004 | 32 92 857 848 | benjamin.biesmans@baltisse.com | info@baltisse.com | Pauline van Pottelsberghelaan 10 | Gent | 9051 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/benjamin-biesmans-28437ba/ | Private Equity, Real Estate, Retail, Offices, Senior Housing, Mixed-use | 2.006 | €10M | https://www.linkedin.com/company/baltisse/ | https://www.baltisse.com/ | Baltisse is the single family office of Filip Balcaen’s family, who sold its floor covering company IVC to US-firm Mohawk. The Belgian single family office is focused on private equity and real estate investments. Baltisse is investing in different real estate types: retail, offices, senior housing and mixed-use. Besides investing, the single family office also develops projects on its own. | SF | ||||
| Baltisse NV | Bart | Van den Eede | Operational Partner | 32 92 857 830 | 32 92 857 848 | bart.vandeneede@baltisse.com | info@baltisse.com | Pauline van Pottelsberghelaan 10 | Gent | 9051 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/bartvandeneede/ | Private Equity, Real Estate, Retail, Offices, Senior Housing, Mixed-use | 2.006 | €10M | https://www.linkedin.com/company/baltisse/ | https://www.baltisse.com/ | Baltisse is the single family office of Filip Balcaen’s family, who sold its floor covering company IVC to US-firm Mohawk. The Belgian single family office is focused on private equity and real estate investments. Baltisse is investing in different real estate types: retail, offices, senior housing and mixed-use. Besides investing, the single family office also develops projects on its own. | SF | ||||
| Baltisse NV | David | Ulens | Operational Partner | 32 92 857 830 | 32 92 857 848 | david.ulens@baltisse.com | info@baltisse.com | Pauline van Pottelsberghelaan 10 | Gent | 9051 | Belgium | Europe | https://www.linkedin.com/in/david-ulens-44708623/ | Private Equity, Real Estate, Retail, Offices, Senior Housing, Mixed-use | 2.006 | €10M | david.ulens@polflam.com | https://polflam.pl/ | https://www.baltisse.com/ | Baltisse is the single family office of Filip Balcaen’s family, who sold its floor covering company IVC to US-firm Mohawk. The Belgian single family office is focused on private equity and real estate investments. Baltisse is investing in different real estate types: retail, offices, senior housing and mixed-use. Besides investing, the single family office also develops projects on its own. | SF | ||||
| 139 | Bankside Capital Pte. Ltd. | Wilfred | Chua | Chief Operating Officer | 65 6436 3633 | hr@banksidecap.com | 47 Scotts Road, #05-03A Goldbell Towers | Singapore | 228233 | Singapore | Asia | https://www.linkedin.com/in/wilfred-chua-1917741b3/ | Alternative Assets, Equity, Fixed Income, Property, Private Equity, Venture Capital, Technology | 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 | |||||||||
| 140 | Bardisa Family Holdings | Dr. Armando | Bardisa, PharmD | Founder | Mobile: (786) 673-3553 | info@bardisafamilyholdings.com | 9655 S Dixie Hwy., Suite 210 | Miami | FL | 33156 | United States of America | North America | Florida International University / Nova Southeastern University | https://www.linkedin.com/in/armando-bardisa-pharmd-05a03242/ | Real Estate, Pharmacy, Lending, Startup Healthcare, Pharmaceutical Manufacturing | 2.019 | https://smppharmacy.com/ | https://bardisafamilyholdings.com/ | Bardisa Family Holdings, a Family Office in the heart of South Florida expanding its reach nationwide through Real-Estate Investments, Private lending and Healthcare Venture Capital. We focus on building trusted relationships to support our partners in achieving their greatest aspirations. Whether you are an individual or working on behalf of an organization, we strive to understand what drives you so that we can work together to maximize return on investment. | MF | |||||
| 141 | Barnett Family Office | Elan | Peretz | Managing Director & General Counsel | (847) 656-1100 | eperetz@barnettcapital.com | info@barnettcapital.com | 450 Skokie Blvd., Suite 604 | Northbrook | IL | 60062 | United States of America | North America | Washington University in St. Louis | https://www.linkedin.com/in/elan-peretz-a224aa5/ | Real Estate, Multifamily, Singlefamily, Apartments, Commercial | info@mysite.com | https://www.lplegal.com/clients/barnett-capital | https://www.barnettcapital.com/ | Barnett Capital is the direct alternative investment platform for the Barnett Family Office, a single family office located in Northbrook, Illinois. Barnett Capital's direct investments focus on its core competencies in real estate and specialty finance and include portfolios of commercial and industrial properties nationwide, as well as multifamily and single family residential properties throughout Chicago. Barnett Capital also provides joint venture equity to commercial and residential real estate projects as well as bridge loans secured by real estate and machinery and equipment. | SF | ||||
| 142 | BarronKent Family Office | Robert | Rodriguez | Managing Partner | ea@barronkent.com | 333 University Ave., Suite 200 | Sacramento | CA | 95825 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/robert-rodriguez-2102982/ | Technology, Real Estate, Investment Funds, GovTech, Health Care Technologies, Digital Services, AI, Artificial Intelligence | https://cambriasolutions.com/ | https://barronkent.com/ | BarronKent is a private family office that invests in entrepreneurs to make a positive impact. BarronKent family office manages a private investment portfolio that includes technology, real estate, professional staffing, and private equity. Our portfolio companies have been built both from the ground up and obtained by acquisition. Our additional investments have been made with thoughtful and strategic consideration to make a positive impact on our community. | SF | |||||||
| BarronKent Family Office | David | Peregrine | Managing Director | dperegrine@barronkent.com | 333 University Ave., Suite 200 | Sacramento | CA | 95825 | United States of America | North America | Technology, Real Estate, Investment Funds, GovTech, Health Care Technologies, Digital Services, AI, Artificial Intelligence | https://www.linkedin.com/company/barronkent/ | https://barronkent.com/ | BarronKent is a private family office that invests in entrepreneurs to make a positive impact. BarronKent family office manages a private investment portfolio that includes technology, real estate, professional staffing, and private equity. Our portfolio companies have been built both from the ground up and obtained by acquisition. Our additional investments have been made with thoughtful and strategic consideration to make a positive impact on our community. | SF | ||||||||||
| BarronKent Family Office | Geoff | Heath | Ventures & Innovations | gheath@barronkent.com | 333 University Ave., Suite 200 | Sacramento | CA | 95825 | United States of America | North America | Texas Tech University | https://www.linkedin.com/in/geoffheath/ | Technology, Real Estate, Investment Funds, GovTech, Health Care Technologies, Digital Services, AI, Artificial Intelligence | https://www.linkedin.com/company/barronkent/ | https://barronkent.com/ | BarronKent is a private family office that invests in entrepreneurs to make a positive impact. BarronKent family office manages a private investment portfolio that includes technology, real estate, professional staffing, and private equity. Our portfolio companies have been built both from the ground up and obtained by acquisition. Our additional investments have been made with thoughtful and strategic consideration to make a positive impact on our community. | SF | ||||||||
| 143 | Batalla Family Office | Jose Guillermo | Batalla II | Chairman | 507 391 9022 | jb@batallafamily.com | F&F Tower 50 Street | Panama City | Panama | North America | https://www.linkedin.com/in/jose-guillermo-batalla-rivera-27295b2a/ | Real Estate, Innovative Early-Stage Startups | 1.933 | https://www.linkedin.com/company/batalla-family-office/ | https://batallafamily.com/ | Batalla Family Office is a single-family office firm for the Batalla Family. The Batalla Family Office was originally established in 1933 by José Guillermo Batalla, to accelerate the development of the real estate sector in Panama City, Panama. To honor his grandfather's legacy, the Batalla Family Office was reopened by José Guillermo Batalla III as a strategic investment network and the control group of Rubyztar America Corp. | SF | ||||||||
| 144 | Batipart Invest | Jacques | Mussy | Group Finance Director | 352 2 735 131 001 | 352 2 735 131 015 | jacques.mussy@batipart.com | contact@batipart.com | 4-6 Rue du Fort Rheinsheim | Luxembourg | L2419 | Luxembourg | Europe | Paris-Pantheon-Assas University | https://www.linkedin.com/in/jacques-mussy-7140b217/ | Real Estate, Hospitality, Hotel Industry, Africa, Tourism | 1.988 | https://www.linkedin.com/company/batipart/ | https://www.batipart.com/ | Batipart Invest is a Luxemburg, Europe-based single family office managing the wealth of the Ruggieri Family. The firm's patriarch, Charles Ruggieri created his wealth via an extensive career in real estate, the steel industry and private investing. The son of Italian immigrants to France, Ruggieri made a number of strategic acquisitions throughout the 1980s, positioning himself as a leader in the Foncière des Régions' real estate market. | SF | ||||
| Batipart Invest | Murielle | Gamet | Board of Director | 33 144 901 414 | 352 2 735 131 015 | murielle.gamet@paris.notaires.fr | contact@batipart.com | 9 Rue de l’Amiral Hamelin | Paris | 75116 | France | Europe | Université de Poitiers | https://www.linkedin.com/in/murielle-gamet-b6757321/ | Real Estate, Hospitality, Hotel Industry, Africa, Tourism | 1.988 | https://paris.notaires.fr/fr/annuaire/murielle-gamet | https://www.batipart.com/ | Batipart Invest is a Luxemburg, Europe-based single family office managing the wealth of the Ruggieri Family. The firm's patriarch, Charles Ruggieri created his wealth via an extensive career in real estate, the steel industry and private investing. The son of Italian immigrants to France, Ruggieri made a number of strategic acquisitions throughout the 1980s, positioning himself as a leader in the Foncière des Régions' real estate market. | SF | |||||
| Batipart Invest | Benoît | Gillet | Consultant Senior | 352 2 735 131 001 | 352 2 735 131 015 | benoit.gillet@batipart.com | contact@batipart.com | 9 Rue de l’Amiral Hamelin | Paris | 75116 | France | Europe | https://www.linkedin.com/in/benoit-gillet-29b729170/ | Real Estate, Hospitality, Hotel Industry, Africa, Tourism | 1.988 | https://www.linkedin.com/company/batipart/ | https://www.batipart.com/ | Batipart Invest is a Luxemburg, Europe-based single family office managing the wealth of the Ruggieri Family. The firm's patriarch, Charles Ruggieri created his wealth via an extensive career in real estate, the steel industry and private investing. The son of Italian immigrants to France, Ruggieri made a number of strategic acquisitions throughout the 1980s, positioning himself as a leader in the Foncière des Régions' real estate market. | SF | ||||||
| 145 | Battery Global Advisors | Matya | Schachter | Senior Investment Analyst | (617) 948-3800 | (617) 948-3801 | minyantehillah@gmail.com | info@batteryglobaladvisors.com | 1 Marina Park Drive, Suite 1150 | Boston | MA | 02210 | United States of America | North America | Massachusetts Institute of Technology / Harvard University | https://www.linkedin.com/in/matyaschachter/ | Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds | 2.005 | $892M | http://www.minyantehillah.org/ | https://bga.com/ | Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. | MF | ||
| Battery Global Advisors | Alex | Cobb | Director of Investments | (617) 948-3800 | (617) 948-3801 | acobb@batteryglobaladvisors.com | info@batteryglobaladvisors.com | 1 Marina Park Drive, Suite 1150 | Boston | MA | 02210 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/alexcobb00/ | Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds | 2.005 | $892M | https://www.linkedin.com/company/battery-global-advisors/ | https://bga.com/ | Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. | MF | |||
| Battery Global Advisors | John | O'Connor | CIO & CEO | (617) 948-3800 | (617) 948-3801 | joconnor@batteryglobaladvisors.com | info@batteryglobaladvisors.com | 1 Marina Park Drive, Suite 1150 | Boston | MA | 02210 | United States of America | North America | Bryant University | https://www.linkedin.com/in/john-o-connor-07265413/ | Alternative Investments, Real Estate, Equities, Private Equity, Hedge Funds | 2.005 | $892M | https://www.linkedin.com/company/battery-global-advisors/ | https://bga.com/ | Battery Global Advisors is an independent investment manager and multi family office provider registered as an investment adviser with the SEC. | MF | |||
| 146 | Batu Capital Management LLC | Evan | Huang | Managing Partner | Direct: (240) 620-1776 | ehuang@tungstenproperty.com | 187 Lafayette St., 8th Floor | New York | NY | 10013 | United States of America | North America | Venture Capital, Real Estate, Crypto, Cannabis, and Consumer Services that constitute either Game-Changing Technologies or are Late-Stage/Pre-IPO Enterprises | 2.018 | evan@batucap.com, info@tungstenproperty.com | http://tungstenproperty.com/ https://www.titanxworld.com/ https://www.velocitycapgroup.com/ | https://www.batucap.com/ | Batu Capital is a multi-family office managed by Emery and Evan Huang. We look for opportunities in that constitute either game-changing technologies or are late-stage / pre-IPO enterprises that have built wide economic moats. | MF | ||||||
| 147 | Baumgartner Family Office AG | Rico | Baumgartner | CEO & Chairman | Direct: 41 442 588 666 | 41 442 588 669 | baumgartner@bfoag.ch | contact@bfoag.ch | Othmarstrasse 8, 2nd Floor | Zurich | CH-8008 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/ricobaumgartner/ | Real Estate, M&A, Luxury Goods, Philantropic Support, Art & Jewelry, Private Equity | 2.014 | baumgartner@bfoag.ch | https://bfoag.ch/ | The Baumgartner Family Office is a multi-family office based in Switzerland. We are proud to offer various expert services to help you build, grow, maintain and protect wealth for you and your loved ones in order to pass it on to the next generation. | MF | ||||
| Baumgartner Family Office AG | Bindu | Saxena | Attorney | 41 442 588 668 | 41 442 588 669 | saxena@bfoag.ch | contact@bfoag.ch | Othmarstrasse 8, 2nd Floor | Zurich | CH-8008 | Switzerland | Europe | Real Estate, M&A, Luxury Goods, Philantropic Support, Art & Jewelry, Private Equity | 2.014 | baumgartner@bfoag.ch | https://bfoag.ch/ | The Baumgartner Family Office is a multi-family office based in Switzerland. We are proud to offer various expert services to help you build, grow, maintain and protect wealth for you and your loved ones in order to pass it on to the next generation. | MF | |||||||
| 148 | Bayshore Capital Advisors LLC | Patrick | Stutz | Chief Investment Officer | 44 207 993-4449 | (813) 221-3405 | pstutz@bayshorecap.com | 1700 S. MacDill Avenue, Suite 340 | Tampa | FL | 33629 | United States of America | North America | University of Zurich | https://www.linkedin.com/in/patrick-r-stutz/ | Private Debt, Private Equity, Venture Capital, Infrastructure, Real Estate and other Uncorrelated Illiquid Opportunities | 2.001 | $350M | https://www.linkedin.com/company/bayshore-capital-advisors-llc/ | https://bayshorecap.com/ | Bayshore Capital Advisors is a private, research driven multi-family office providing curated, purpose driven strategies. We leverage a global network of thought leaders as part of our endless search for compelling investment opportunities. We are independent thinkers and invest ahead of the institutional herd. | MF | |||
| Bayshore Capital Advisors LLC | Chris | Grizzard | Director | (813) 221-3400 | (813) 221-3405 | cgrizzard@bayshorecap.com | 1700 S. MacDill Avenue, Suite 340 | Tampa | FL | 33629 | United States of America | North America | Florida State University | https://www.linkedin.com/in/chris-grizzard-cfa-caia-11063023/ | Private Debt, Private Equity, Venture Capital, Infrastructure, Real Estate and other Uncorrelated Illiquid Opportunities | 2.001 | $350M | https://www.linkedin.com/company/bayshore-capital-advisors-llc/ | https://bayshorecap.com/ | Bayshore Capital Advisors is a private, research driven multi-family office providing curated, purpose driven strategies. We leverage a global network of thought leaders as part of our endless search for compelling investment opportunities. We are independent thinkers and invest ahead of the institutional herd. | MF | ||||
| Bayshore Capital Advisors LLC | Tready | Smith | CEO & Founder | (813) 221-3400 | (813) 221-3405 | tsmith@bayshorecap.com | 1700 S. MacDill Avenue, Suite 340 | Tampa | FL | 33629 | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/treadysmith/ | Private Debt, Private Equity, Venture Capital, Infrastructure, Real Estate and other Uncorrelated Illiquid Opportunities | 2.001 | $350M | https://www.linkedin.com/company/bayshore-capital-advisors-llc/ | https://bayshorecap.com/ | Bayshore Capital Advisors is a private, research driven multi-family office providing curated, purpose driven strategies. We leverage a global network of thought leaders as part of our endless search for compelling investment opportunities. We are independent thinkers and invest ahead of the institutional herd. | MF | ||||
| Bayshore Capital Advisors LLC | Mike | Barton | Wealth Strategist | (813) 221-3400 | (813) 221-3405 | mbarton@bayshorecap.com | 1700 S. MacDill Avenue, Suite 340 | Tampa | FL | 33629 | United States of America | North America | Private Debt, Private Equity, Venture Capital, Infrastructure, Real Estate and other Uncorrelated Illiquid Opportunities | 2.001 | $350M | https://www.linkedin.com/company/bayshore-capital-advisors-llc/ | https://bayshorecap.com/ | Bayshore Capital Advisors is a private, research driven multi-family office providing curated, purpose driven strategies. We leverage a global network of thought leaders as part of our endless search for compelling investment opportunities. We are independent thinkers and invest ahead of the institutional herd. | MF | ||||||
| 149 | BBGI Group | Fernand | Garcia | Founding Partner | 41 225 959 611 | 41 225 959 612 | info@bearbull.ae | Place de Longemalle 1 | Geneva | 1204 | Switzerland | Europe | https://www.linkedin.com/in/fernand-garcia-b5029b153/ | Real Estate, Investment Funds | 2.008 | https://www.linkedin.com/company/bbgi-group/ | https://bbgi.ch/ | BBGI Group is the first independent wealth manager, fund manager and advisor authorized by FINMA since 2008. | MF | ||||||
| 150 | BC Holding Single Family Office | David | Aldana | Chief Investment Officer | Direct: 52 (66) 7373-8225 | daldana@grupoauria.com | Industrial número 4 lote 41 C2 local 4A, La Primavera Culiacán | Sinaloa | 80300 | Mexico | North America | https://www.linkedin.com/in/davidaldanacañedo/ | Real Estate, Agruculture | https://grupoauria.com/ | https://www.linkedin.com/company/family-office-bc-holding/ | BC Holding is a Mexico-based single family office firm. | SF | ||||||||
| 151 | BCO LYON S.A. | Carlo | Pietro Pagani | General Manager | 41 919 102 700 | gpagani@bcolyon.ch | info@bcolyon.ch | Viale Stefano Franscini 40 | Lugano | 6900 | Switzerland | Europe | Northeastern University | https://www.linkedin.com/in/carlo-pagani-8165905a/ | Private Equity, Real Estate, M&A, Biotech, Technology | 1.968 | https://www.linkedin.com/company/bco-lyon-group/ | https://www.bco.swiss/ | BCO LYON SA is an independent Multi-Client Family Office established about 50 years ago. We provide access to the most exclusive services of financial planning, strategy, management and consulting to enhance the legacy of families through a comprehensive assessment of the financial markets. We focus on the preservation and growth of assets based on a process of risk management and investment diversification. | MF | |||||
| BCO LYON S.A. | André | Desanti | Regional Manager | 506 2201 6221 | latam@bcolyon.ch | info@bcolyon.ch | Costa Rica | North America | Tecnológico de Monterrey | https://www.linkedin.com/in/andré-desanti-2b4522b/ | Private Equity, Real Estate, M&A, Biotech, Technology | 1.968 | https://www.linkedin.com/company/bco-lyon-group/ | https://www.bco.swiss/ | BCO LYON SA is an independent Multi-Client Family Office established about 50 years ago. We provide access to the most exclusive services of financial planning, strategy, management and consulting to enhance the legacy of families through a comprehensive assessment of the financial markets. We focus on the preservation and growth of assets based on a process of risk management and investment diversification. | MF | |||||||||
| 152 | Beacon Capital LLC | Nancy | Torres Kaufman | Principal | (212) 991-8988 | ntorres@beaconcapital.org | info@beaconcapital.org | 45 Rockefeller Plaza, Suite 2000 | New York | NY | 10111 | United States of America | North America | https://www.linkedin.com/in/nancyyaiseltorreskaufman/ | Life Sciences & Biotechnology, Real Estate, Banking & Insurance, Energy, Manufacturing, Real Estate, Natural Resources | 2.010 | $37.5M | incubator@beaconcapital.org, ohrsimcha@beaconcapital.org, info@beaconpharmaceutical.com | https://www.beaconpharmaceutical.com/ | https://www.beaconcapital.org/ | Beacon Capital a multi-family office focused on socially responsible investments, creative aptitude towards deal structure, global knowledge, and expertise in the life sciences & biotechnology, real estate, banking & insurance, and energy. Our firm is led by the Torres Kaufman Family widely acknowledged for their integrity and multi-generational history of trade and banking dating back to the 13th Century. Beacon co-invests with a group of like-minded family offices leveraging from each-others' sector-specific expertise. Our mutual goal is to continue to support globally conscious initiatives such as Beacon Pharmaceutical Jupiter while building a legacy for future generations. | MF | |||
| Beacon Capital LLC | Christian | Daniel | Chief Operating Officer | Mobile: (954) 294-0456 | christian.daniel@beaconpharmaceutical.com | info@beaconcapital.org | 2000 PGA Blvd., Suite 4440 | Palm Beach | FL | 33408 | United States of America | North America | Bergische Universität Wuppertal | https://www.linkedin.com/in/christian-daniel-78ab73103/ | Life Sciences & Biotechnology, Real Estate, Banking & Insurance, Energy, Manufacturing, Real Estate, Natural Resources | 2.010 | $37.5M | https://www.beaconpharmaceutical.com/ | https://www.beaconcapital.org/ | Beacon Capital a multi-family office focused on socially responsible investments, creative aptitude towards deal structure, global knowledge, and expertise in the life sciences & biotechnology, real estate, banking & insurance, and energy. Our firm is led by the Torres Kaufman Family widely acknowledged for their integrity and multi-generational history of trade and banking dating back to the 13th Century. Beacon co-invests with a group of like-minded family offices leveraging from each-others' sector-specific expertise. Our mutual goal is to continue to support globally conscious initiatives such as Beacon Pharmaceutical Jupiter while building a legacy for future generations. | MF | ||||
| Beacon Capital LLC | Ravi | Sınha | Principal | N/A | ravi@beaconcapital.org | info@beaconcapital.org | Düsseldorf | Germany | Europe | https://www.linkedin.com/in/ravi-shankar-sinha/ | Life Sciences & Biotechnology, Real Estate, Banking & Insurance, Energy, Manufacturing, Real Estate, Natural Resources | 2.010 | $37.5M | https://www.beaconpharmaceutical.com/ | https://www.beaconcapital.org/ | Beacon Capital a multi-family office focused on socially responsible investments, creative aptitude towards deal structure, global knowledge, and expertise in the life sciences & biotechnology, real estate, banking & insurance, and energy. Our firm is led by the Torres Kaufman Family widely acknowledged for their integrity and multi-generational history of trade and banking dating back to the 13th Century. Beacon co-invests with a group of like-minded family offices leveraging from each-others' sector-specific expertise. Our mutual goal is to continue to support globally conscious initiatives such as Beacon Pharmaceutical Jupiter while building a legacy for future generations. | MF | ||||||||
| 153 | Bedi Capital LLP | Amit | Bedi | Managing Partner | 44 207 993-5054 | 44 207 492-9922 | amit.bedi@bedicapital.com | info@bedicapital.com | Suite 155, 8 Shepherd Market, Curzon Street, Mayfair | London | W1J 7JY | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/amit-b-9844b1a/ | Alternative Asset, Hedge Funds, Fund of Hedge Funds, Private Equity Funds, Real Estate Funds, Mergers and Acquisitions, M&A, Infrastructure Funds | 2.005 | $3B | https://www.linkedin.com/company/bedi-capital-llp/ | http://www.bedicapital.com/ | Bedi Capital Investment, Multi Family Office providing wealth management, alternative asset management, & corporate finance. | MF | |||
| Bedi Capital LLP | Robert | Large | Partner & European Alternative Investments Director | 44 207 993-5054 | 44 207 492-9922 | robert.large@bedicapital.com | info@bedicapital.com | Suite 155, 8 Shepherd Market, Curzon Street, Mayfair | London | W1J 7JY | United Kingdom | Europe | Alternative Asset, Hedge Funds, Fund of Hedge Funds, Private Equity Funds, Real Estate Funds, Mergers and Acquisitions, M&A, Infrastructure Funds | 2.005 | $3B | Lauderdale Asset Management Limited Address: Suite 3, Horizon View Building Nugent Road, St. Thomas’ Parish, Charlestown, Nevis, St Kitts & Nevis West Indies E-mail : info@lauderdaleassetmanagement.com | http://www.bedicapital.com/ | Bedi Capital Investment, Multi Family Office providing wealth management, alternative asset management, & corporate finance. | MF | ||||||
| 154 | Bedrock SA | Alexandre | Koifman | Managing Partner & Co-Founder | 44 207 518-8815 | 44 207 518-8819 | sandy.koifman@bedrockgroup.ch | info@bedrockgroup.ch | 33 Glasshouse Street | London | W1B 5DG | United Kingdom | Europe | Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Property, Commodities. | 2.004 | $10B | https://www.linkedin.com/company/bedrock-asset-management/ | https://www.bedrockgroup.com/ | Bedrock is a multi family office founded by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi n 2004. | MF | 41 22 592 54 59 E info@bedrockgroup.ch | ||||
| Bedrock SA | Keyvan | Khosrovshahi | Chief Operating Officer | 44 207 518-8815 | 44 207 518-8819 | keyvan.khosrovshahi@bedrockgroup.ch | info@bedrockgroup.ch | 33 Glasshouse Street | London | W1B 5DG | United Kingdom | Europe | University of Geneva | https://www.linkedin.com/in/keyvan-khosrovshahi-1a242815/ | Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Property, Commodities. | 2.004 | $10B | https://www.linkedin.com/company/bedrock-asset-management/ | https://www.bedrockgroup.com/ | Bedrock is a multi family office founded by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi n 2004. | MF | 41 22 592 54 59 E info@bedrockgroup.ch | |||
| 155 | Beelong Family Office | Marlène | Absi | Investment Director | Mobile: 33 688 875 045 | mabsi@beelongfamily.com | contact@beelongfamily.com | 41 Bd de Montmorency | Paris | 75016 | France | Europe | SFAF | https://www.linkedin.com/in/marlène-absi-69069b52/ | Real Estate | 2.021 | https://www.linkedin.com/company/beelong-family-office/ | Beelong is an independent family office created in 2021. Beelong was born from an observation: the investment universe is increasingly complex and the consulting sector is evolving towards greater transparency and independence. Beelong is an agile and pro-active structure that supports its clients on all of their heritage issues: - Planning of the global heritage strategy, in France and abroad, according to the objectives (creation of professional tools, transmission, real estate investments, etc.), and taking into account the evolution of the legal and tax environment ( Dutreil pacts, leading holdings, etc.) - Planning of a diversified asset allocation strategy (financial markets, private equity, real estate) with a high sensitivity for positive impact investments, and assistance in the selection of the best financial services providers (banks, management companies , insurance companies,...), - Operational implementation of all these strategies by coordinating experts on each subject (financial, legal, accounting, etc.) and administrative follow-up over time. We are active in finding the best real estate and private equity investment opportunities, directly or through club deals, and very active in implementing a positive impact investment strategy. We ourselves invest part of our results in impact companies. We offer the tailor-made support of a single-family office thanks to the pooling of expertise at the service of several clients who can thus free themselves from the constraints linked to the management of their assets. | MF | ||||||
| Beelong Family Office | Axel | Sintes | Heritage Engineer | asintes@beelongfamily.com | contact@beelongfamily.com | 41 Bd de Montmorency | Paris | 75016 | France | Europe | Queen Mary University of London | https://www.linkedin.com/in/axel-sintes-084173aa/ | Real Estate | 2.021 | https://www.linkedin.com/company/beelong-family-office/ | Beelong is an independent family office created in 2021. Beelong was born from an observation: the investment universe is increasingly complex and the consulting sector is evolving towards greater transparency and independence. Beelong is an agile and pro-active structure that supports its clients on all of their heritage issues: - Planning of the global heritage strategy, in France and abroad, according to the objectives (creation of professional tools, transmission, real estate investments, etc.), and taking into account the evolution of the legal and tax environment ( Dutreil pacts, leading holdings, etc.) - Planning of a diversified asset allocation strategy (financial markets, private equity, real estate) with a high sensitivity for positive impact investments, and assistance in the selection of the best financial services providers (banks, management companies , insurance companies,...), - Operational implementation of all these strategies by coordinating experts on each subject (financial, legal, accounting, etc.) and administrative follow-up over time. We are active in finding the best real estate and private equity investment opportunities, directly or through club deals, and very active in implementing a positive impact investment strategy. We ourselves invest part of our results in impact companies. We offer the tailor-made support of a single-family office thanks to the pooling of expertise at the service of several clients who can thus free themselves from the constraints linked to the management of their assets. | MF | ||||||||
| Beelong Family Office | Barthélemy | Bernard | Investment Analyst | bbernard@beelongfamily.com | contact@beelongfamily.com | 41 Bd de Montmorency | Paris | 75016 | France | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/barthélemy-bernard-63003887/ | Real Estate | 2.021 | https://www.linkedin.com/company/beelong-family-office/ | Beelong is an independent family office created in 2021. Beelong was born from an observation: the investment universe is increasingly complex and the consulting sector is evolving towards greater transparency and independence. Beelong is an agile and pro-active structure that supports its clients on all of their heritage issues: - Planning of the global heritage strategy, in France and abroad, according to the objectives (creation of professional tools, transmission, real estate investments, etc.), and taking into account the evolution of the legal and tax environment ( Dutreil pacts, leading holdings, etc.) - Planning of a diversified asset allocation strategy (financial markets, private equity, real estate) with a high sensitivity for positive impact investments, and assistance in the selection of the best financial services providers (banks, management companies , insurance companies,...), - Operational implementation of all these strategies by coordinating experts on each subject (financial, legal, accounting, etc.) and administrative follow-up over time. We are active in finding the best real estate and private equity investment opportunities, directly or through club deals, and very active in implementing a positive impact investment strategy. We ourselves invest part of our results in impact companies. We offer the tailor-made support of a single-family office thanks to the pooling of expertise at the service of several clients who can thus free themselves from the constraints linked to the management of their assets. | MF | ||||||||
| Beelong Family Office | Virginie | Duffour | Founder | vduffour@beelongfamily.com | contact@beelongfamily.com | 41 Bd de Montmorency | Paris | 75016 | France | Europe | UNIVERSITE D'AUVERGNE | https://www.linkedin.com/in/virginie-duffour-2ab1a32/ | Real Estate | 2.021 | https://www.linkedin.com/company/beelong-family-office/ | Beelong is an independent family office created in 2021. Beelong was born from an observation: the investment universe is increasingly complex and the consulting sector is evolving towards greater transparency and independence. Beelong is an agile and pro-active structure that supports its clients on all of their heritage issues: - Planning of the global heritage strategy, in France and abroad, according to the objectives (creation of professional tools, transmission, real estate investments, etc.), and taking into account the evolution of the legal and tax environment ( Dutreil pacts, leading holdings, etc.) - Planning of a diversified asset allocation strategy (financial markets, private equity, real estate) with a high sensitivity for positive impact investments, and assistance in the selection of the best financial services providers (banks, management companies , insurance companies,...), - Operational implementation of all these strategies by coordinating experts on each subject (financial, legal, accounting, etc.) and administrative follow-up over time. We are active in finding the best real estate and private equity investment opportunities, directly or through club deals, and very active in implementing a positive impact investment strategy. We ourselves invest part of our results in impact companies. We offer the tailor-made support of a single-family office thanks to the pooling of expertise at the service of several clients who can thus free themselves from the constraints linked to the management of their assets. | MF | ||||||||
| Beelong Family Office | Karl | Traverse | Heritage Engineer | ktraverse@beelongfamily.com | contact@beelongfamily.com | 41 Bd de Montmorency | Paris | 75016 | France | Europe | Université de Rennes I | https://www.linkedin.com/in/karl-traverse-a507a5130/ | Real Estate | 2.021 | https://www.linkedin.com/company/beelong-family-office/ | Beelong is an independent family office created in 2021. Beelong was born from an observation: the investment universe is increasingly complex and the consulting sector is evolving towards greater transparency and independence. Beelong is an agile and pro-active structure that supports its clients on all of their heritage issues: - Planning of the global heritage strategy, in France and abroad, according to the objectives (creation of professional tools, transmission, real estate investments, etc.), and taking into account the evolution of the legal and tax environment ( Dutreil pacts, leading holdings, etc.) - Planning of a diversified asset allocation strategy (financial markets, private equity, real estate) with a high sensitivity for positive impact investments, and assistance in the selection of the best financial services providers (banks, management companies , insurance companies,...), - Operational implementation of all these strategies by coordinating experts on each subject (financial, legal, accounting, etc.) and administrative follow-up over time. We are active in finding the best real estate and private equity investment opportunities, directly or through club deals, and very active in implementing a positive impact investment strategy. We ourselves invest part of our results in impact companies. We offer the tailor-made support of a single-family office thanks to the pooling of expertise at the service of several clients who can thus free themselves from the constraints linked to the management of their assets. | MF | ||||||||
| 156 | Beemok Capital | Isaac | Gruber | General Counsel | igruber@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | Emory University / University of Chicago Law School | https://www.linkedin.com/in/isaac-gruber-2389979/ | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | |||||
| Beemok Capital | Abigail | Knab | Chief Financial Officer | aknab@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | University of Georgia - Terry College of Business | https://www.linkedin.com/in/abigail-knab-27365123/ | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | ||||||
| Beemok Capital | Elizabeth | Coulton | Director | ecoulton@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | ||||||||
| Beemok Capital | Kurt | Palmer | Chief Investment Officer | kpalmer@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | https://www.linkedin.com/in/kurt-palmer-00b357143/ | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | |||||||
| Beemok Capital | Ford | Perry | Chief Operating Officer | fperry@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | Duke University | https://www.linkedin.com/in/ford-perry-b348524b/ | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | ||||||
| Beemok Capital | Jack | Taddeo | Financial & Operational Analyst | jtaddeo@beemok.com | info@beemok.com | 200 Meeting Street, Suite 206 | Charleston | SC | 29401 | United States of America | North America | Bentley University | https://www.linkedin.com/in/jack-taddeo-638409114/ | Wellness, Mental Health, Education, Hospitality, Sports & Entertainment | $7B | https://www.linkedin.com/company/beemok-capital/ | https://www.beemok.com/ | Beemok Capital, a family office that manages the wealth of billionaire Ben Navarro, accounted for nearly all of the money raised for Andros Energy Capital. | SF | ||||||
| 157 | Beitel Group | Ben | Beitel | Chief Executive Officer | (718) 977-5666 | (718) 977-5665 | bbeitel@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | John Bryce University | https://www.linkedin.com/in/ben-beitel-ab517228/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | ||
| Beitel Group | Mark | Silberstein | Managing Director, Finance | (718) 977-5666 | (718) 977-5665 | msilberstein@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | Beth Medrash Govoha | https://www.linkedin.com/in/mark-silberstein-06a24b5b/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | |||
| Beitel Group | Abe | Schmalberg | Managing Director, CFO | (718) 977-5666 | (718) 977-5665 | aschmalberg@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | Fairleigh Dickinson University | https://www.linkedin.com/in/avrahamschmalberg/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | |||
| Beitel Group | Ben | Cohen | Managing Director, Head of Portfolio Acquisition | (718) 977-5666 | (718) 977-5665 | bcohen@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | Luzern , Switzerland | https://www.linkedin.com/in/ben-cohen-59846630/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | |||
| Beitel Group | Jared | Rosenblatt | Director of Acquisitions & Development | (718) 977-5666 | (718) 977-5665 | jrosenblatt@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | Touro University | https://www.linkedin.com/in/jared-rosenblatt-91b3b331/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | |||
| Beitel Group | Haim | Mermelstein | Vice President of Asset Management | (718) 977-5666 | (718) 977-5665 | hmermelstein@beitel.com | invest@beitel.com | 1021 38th Street | Brooklyn | NY | 11219 | United States of America | North America | https://www.linkedin.com/in/haim-mermelstein-75019535/ | Multifamily, Real Estate, Retail Properties | 2.007 | $1B | https://www.linkedin.com/company/besyata-investment-group/ | https://beitel.com/ | Beitel Group is a single-family office (SFO) focused on acquiring multifamily and retail properties with substantial upside while pursuing a value-add strategy. Beitel Group oversees the entire property cycle of its investments: acquisition, financing, construction/renovation, stabilization, and exit. Together with its strategic partners, Beitel Group has acquired over $1B of equity interests throughout the U.S. comprised of multifamily, retail, and mixed-use properties across all asset classes. Beitel Group has demonstrated its ability to achieve attractive risk-adjusted returns in every stage of the market cycle. Its success is attributed to the combination of its innovative investment approach, rigorous due diligence, and asset management practices. | SF | ||||
| 158 | Bellegarde Blu AG | Joseph | Rey | Chairman & Chief Executive Officer | joseph.rey@bellegardeblu.com | joseph.rey@bellegardeblu.com | Bern | CH-3007 | Switzerland | Europe | University of Miami | https://www.linkedin.com/in/josephlrey/ | Advanced Technologies, Cyber-Security, e-Commerce, Telecommunications, Consumer Durable & Non-Durable, Energy Generation & Services, Fashion, Finance, Banking, Insurance, Settlement Payment Systems, Food & Beverage, Agriculture, Water Resource, Healthcare, Biopharmaceutical, Medical Services, Industrial Manufacturing & Robotics, Chemicals, Media & Entertainment (Film, Television Production, Distribution, Gaming), Metals & Mining, Military & Defence, Real Estate, Construction, Infrastructure, Urban Development, Space Technology, Transportation (Automobile, Aviation, Marine, Railroad) | 2.018 | https://www.linkedin.com/company/bellegarde-blu-ag/ | https://bellegardeblu.com/ | Bellegarde Blu AG is a Swiss single family office holding conglomerate, whose capital controls subsidiaries and provides an investment vehicle in numerous private and public businesses, amassing a global portfolio of ownerships across a diverse range of industries including: Advanced technologies, cyber-security, e-commerce, telecommunications, consumer durable & non-durable, energy generation & services, fashion, finance, banking, insurance, settlement payment systems, food & beverage, agriculture, water resource, healthcare, biopharmaceutical, medical services, industrial manufacturing & robotics, chemicals, media & entertainment (film, television production, distribution, gaming), metals & mining, military & defence, real estate, construction, infrastructure, urban development, space technology, transportation (automobile, aviation, marine, railroad). | SF | |||||||
| 159 | Bellevue Investments GmbH & Co. KGaA | Juergen | Jaron | Managing Director, Co-Founder & CEO | 49 30 27 004-1100 | 49 302 939-2415 | jjaron@bellevue-investments.com | info@bellevue-investments.com | Quedlinburger Straße 1 | Berlin | 10589 | Germany | Europe | https://www.linkedin.com/in/jürgen-jaron-b6515a52/ | IT, Real Estate | 1.993 | €21.5M | https://www.bellevue.eu/ | Bellevue Investments GmbH & Co. KGaA is organized like a single-family-office and invests internationally and diversified with a focus on IT and real estate. The subsidiaries have different business models and deal with software, on-line services, and digital content offerings as well as real estate investments. | SF | |||||
| Bellevue Investments GmbH & Co. KGaA | Daniel | Leifheit | Director | 49 30 27 004-1100 | 49 302 939-2415 | dleifheit@bellevue-investments.com | info@bellevue-investments.com | Quedlinburger Straße 1 | Berlin | 10589 | Germany | Europe | IT, Real Estate | 1.993 | €21.5M | https://www.bellevue.eu/ | Bellevue Investments GmbH & Co. KGaA is organized like a single-family-office and invests internationally and diversified with a focus on IT and real estate. The subsidiaries have different business models and deal with software, on-line services, and digital content offerings as well as real estate investments. | SF | |||||||
| Bellevue Investments GmbH & Co. KGaA | Tilman | Herberger | CTO | 49 30 27 004-1100 | 49 302 939-2415 | therberger@bellevue-investments.com | info@bellevue-investments.com | Quedlinburger Straße 1 | Berlin | 10589 | Germany | Europe | Technische Universität Dresden | https://www.linkedin.com/in/tilman-herberger-240869127/ | IT, Real Estate | 1.993 | €21.5M | https://www.bellevue.eu/ | Bellevue Investments GmbH & Co. KGaA is organized like a single-family-office and invests internationally and diversified with a focus on IT and real estate. The subsidiaries have different business models and deal with software, on-line services, and digital content offerings as well as real estate investments. | SF | |||||
| 160 | Belmont Multi Family Office S.A.M. | James | Theo | Co-Director | 377 97 778 638 | 377 97 778 635 | jt@belmontmfo.com | office@belmontmfo.com | 4th Floor Boulingrins, 5 Bis Avenue Princesse Alice | Monte Carlo | 98000 | Monaco | Europe | The University of Edinburgh | https://www.linkedin.com/in/jamestheo/ | Real Estate, Alternative Investments | https://www.linkedin.com/company/belmontmfo/ | https://www.belmontmfo.com/ | Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind. An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly. We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals. Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. | MF | |||||
| Belmont Multi Family Office S.A.M. | Christopher | Theo | President | 377 97 778 638 | 377 97 778 635 | ct@belmontmfo.com | office@belmontmfo.com | 4th Floor Boulingrins, 5 Bis Avenue Princesse Alice | Monte Carlo | 98000 | Monaco | Europe | Real Estate, Alternative Investments | https://www.linkedin.com/company/belmontmfo/ | https://www.belmontmfo.com/ | Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind. An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly. We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals. Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. | MF | ||||||||
| Belmont Multi Family Office S.A.M. | Camille | Napoleoni | Legal & Tax Specialist | 377 97 778 638 | 377 97 778 635 | cn@belmontmfo.com | office@belmontmfo.com | 4th Floor Boulingrins, 5 Bis Avenue Princesse Alice | Monte Carlo | 98000 | Monaco | Europe | Université de Nice-Sophia Antipolis | https://www.linkedin.com/in/camille-n-25268042/ | Real Estate, Alternative Investments | https://www.linkedin.com/company/belmontmfo/ | https://www.belmontmfo.com/ | Belmont is a Multi Family Office based in Monaco. The world is fast changing. Taxes and regulations are multiplying and becoming more complex. We help you navigate the minefield to find workable solutions to allow for efficient structuring and peace of mind. An essential task for any family, we guide you through a carefully designed estate review to ensure family wealth is protected and your wishes are followed through smoothly. We assist our clients explore and ultimately identify their goals and objectives for their wealth. We then review their assets and liabilities, income and expenditure, creating a plan with them to achieve their goals. Belmont is an independent firm with no links to or relationships with investment managers. We help you choose the managers best suited to you and then carefully monitor their progress to identify weaknesses. | MF | ||||||
| 161 | Belpointe | Brandon | Lacoff | Chief Executive Officer | (203) 629-3300 | (203) 622-6001 | brandon.lacoff@belpointe.com | cco@belpointe.com | 125 Greenwich Avenue | Greenwich | CT | 6830 | United States of America | North America | Syracuse University | https://www.linkedin.com/in/lacoff/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | ||
| Belpointe | Greg | Skidmore | President - Wealth Management Group and CIO for Belpointe Asset Management | (203) 629-3300 | (203) 622-6001 | greg.skidmore@belpointe.com | cco@belpointe.com | 125 Greenwich Avenue | Greenwich | CT | 6830 | United States of America | North America | https://www.linkedin.com/in/gregory-s-2a6057211/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | ||||
| Belpointe | Robert | Raimondo | Managing Partner | Mobile: (774) 454-6861 | (480) 646-3506 | robert.raimondo@belpointe.com | cco@belpointe.com | 125 Greenwich Avenue | Greenwich | CT | 6830 | United States of America | North America | Fairfield University | https://www.linkedin.com/in/robert-raimondo-a0472445/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | |||
| Belpointe | Kimberley | Raimondo | General Counsel | (480) 646-3504 | (203) 622-6001 | Kim.Raimondo@belpointeaz.com | cco@belpointe.com | 155 W Todd Drive, Suite 112 | Tempe | AZ | 85283 | United States of America | North America | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | |||||
| Belpointe | Belena | Vincetti | Chief Compliance Officer | (203) 629-3300 | (203) 622-6001 | belena.vincetti@belpointeasset.com | cco@belpointe.com | 155 W Todd Drive, Suite 112 | Tempe | AZ | 85283 | United States of America | North America | Truman State University | https://www.linkedin.com/in/belenavincetti/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | |||
| Belpointe | Joel | Schmitz | VP of Compliance | (203) 629-3300 | (203) 622-6001 | joel.schmitz@belpointeasset.com | cco@belpointe.com | 155 W Todd Drive, Suite 112 | Tempe | AZ | 85283 | United States of America | North America | University of Wisconsin-Madison | https://www.linkedin.com/in/joelschmitz/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | |||
| Belpointe | Philip | Adams | Senior Wealth Advisor | (203) 629-3300 | (203) 622-6001 | phil.adams@belpointewealth.com | cco@belpointe.com | 155 W Todd Drive, Suite 112 | Tempe | AZ | 85283 | United States of America | North America | Drew University | https://www.linkedin.com/in/philipadams/ | Real Estate, REITs | 2.003 | $8.4B | https://www.linkedin.com/company/belpointe/ | https://belpointe.com/ | Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services. | MF | |||
| 162 | Belvédère Asset Management AG | Giorgio | Saraco | Chief Executive Officer | 41 432 447 788 | 41 432 447 700 | giorgio.saraco@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | HWZ University of Applied Sciences in Business Administration Zurich | https://www.linkedin.com/in/giorgio-saraco-5447791a3/ | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | |||
| Belvédère Asset Management AG | Michael | Seifert | Head Asset Management | 41 432 447 729 | 41 432 447 700 | michael.seifert@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | ||||||
| Belvédère Asset Management AG | Beatrice | Gyssler | Senior Associate Family Office | 41 432 447 777 | 41 432 447 700 | beatrice.gyssler@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | ||||||
| Belvédère Asset Management AG | Nicole | Steinmann | Assistant Family Office | 41 432 447 777 | 41 432 447 700 | nicole.steinmann@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | ||||||
| Belvédère Asset Management AG | Thomas | Fischli | Deputy CEO & Head Clients | 41 432 447 777 | 41 432 447 700 | thomas.fischli@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | https://www.linkedin.com/in/thomas-fischli-680b00180/ | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | |||||
| Belvédère Asset Management AG | Thérèse | Lucienne Meier | Managing Partner & CEO | 41 432 447 722 | 41 432 447 700 | therese.meier@belvedere-am.com | info@belvedere-am.com | Bellerivestrasse 42 | Zurich | CH-8034 | Switzerland | Europe | Alternative Investments, Hedge Funds, Real Estate, Art | 2.001 | $9.5B | https://www.linkedin.com/company/belvedere-am/ | https://www.belvedere-am.com/ | As a multi-family office with many years of experience, Belvédère provides professional and discreet support in the allocation and management of your family’s assets. This firm develops customised solutions to ensure continuity in the preservation of your family assets. | MF | ||||||
| 163 | Belvoir Capital AG | Steffen | Bauke | Chief Executive Officer | 41 442 063 040 | info@belvoircapital.com | Beethovenstrasse 9 | Zurich | CH-8027 | Switzerland | Europe | Ludwig-Maximilians-Universität München | https://www.linkedin.com/in/steffen-bauke/ | Real Estate, Alternative Investments | https://www.linkedin.com/company/belvoir-capital-ag/ | https://belvoircapital.com/ | We are an independent, FINMA regulated multi family office based in Zurich. We are also an active member of the Swiss Association of Asset Managers (SAAM). | MF | |||||||
| 164 | Bentley Capital Ltd. | David | Andrew Fisher | Chief Investment Officer | 420 227 316-222 | 48 22 583 9420 | davidafisher@outlook.com | Delray Beach | FL | N/A | United States of America | North America | Vanderbilt University Law School / Harvard Business School | https://www.linkedin.com/in/bentleycap/ | 2.009 | http://www.argocm.com/ http://www.enercap.com/ http://www.innovacap.com/ | David Andrew Fisher is the Chief Investment Officer at Bentley Capital, a single family office that manages a broad range of investments worldwide, plus makes sustainable investments in timberland, farmland and other real estate in North America. | SF | |||||||
| 165 | Berkana Patrimonio | Daniel | Carlier | Fixed Income Portfolio Manager | 55 (11) 3016-0130 | danielf.carlier@gmail.com | Avenida Juscelino Kubitscheck, 360 – 9º Andar, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | Insper Instituto de Ensino e Pesquisa | https://www.linkedin.com/in/danielfcarlier/ | Private Equity, Real Estate, Hedge Funds | 1.999 | $500M | https://www.linkedin.com/company/berkana-patrimonio/ | https://berkanapatrimonio.com.br/ | Berkana Patrimonio is a Multi Family Office regulated by ANBIMA and a Resource Manager accredited by the CVM. We were born in 1999 and became a reference in the Family Offices market in Brazil. We work with family assets, without resorting only to liquidity. Together with our clients we think about the best tax structure, corporate structure and also the succession planning for your equity. | MF | ||||
| 166 | Bernat Family Office S.L. | Sonia | Garcia | Secretary | 34 934 950 956 | 34 934 951 027 | sgarcia@bernatfo.com | recepcion@bernatfo.com | Avinguda Diagonal, 549 - 2nd Floor | Barcelona | 08029 | Spain | Europe | https://www.linkedin.com/in/sonia-garcia-054041a4/ | Construction, Real Estate Property | 2.004 | https://www.linkedin.com/company/bernat-family-office-s-l-/ | Bernat Family Office is a multi-family office based in Barcelona, Spain. Established in 2004, the company offers to purchase, construction, sale, and promotion of immovable properties to its clients. | MF | ||||||
| Bernat Family Office S.L. | Xavier | Bernat | Founder & CEO | 34 934 950 956 | 34 934 951 027 | xbernat@bernatfo.com | recepcion@bernatfo.com | Avinguda Diagonal, 549 - 2nd Floor | Barcelona | 08029 | Spain | Europe | https://www.linkedin.com/in/xavierbernat/ | Construction, Real Estate Property | 2.004 | https://www.linkedin.com/company/bernat-family-office-s-l-/ | Bernat Family Office is a multi-family office based in Barcelona, Spain. Established in 2004, the company offers to purchase, construction, sale, and promotion of immovable properties to its clients. | MF | |||||||
| Bernat Family Office S.L. | Olga | Martín | Asset Manager | 34 934 950 956 | 34 934 951 027 | omartin@bernatfo.com | recepcion@bernatfo.com | Avinguda Diagonal, 549 - 2nd Floor | Barcelona | 08029 | Spain | Europe | Universitat Autònoma de Barcelona | https://www.linkedin.com/in/olga-martín-564a9210/ | Construction, Real Estate Property | 2.004 | https://www.linkedin.com/company/bernat-family-office-s-l-/ | Bernat Family Office is a multi-family office based in Barcelona, Spain. Established in 2004, the company offers to purchase, construction, sale, and promotion of immovable properties to its clients. | MF | ||||||
| 167 | 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 | Oxford University | 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 | ||||||||||
| 168 | Beyer & Petrow Family Office © | Steve | Beyer | Business Owner | 43 664 305-9182, 43 664 305-9182 | 49 3719 122-3818 | sb@beyer-petrow.at | Wohllebengasse 6/1 | Vienna | 1040 | Austria | Europe | Technische Universität Chemnitz | https://www.linkedin.com/in/beyersteve/ | International Real Estate | 2.010 | sb@mvbw-gmbh.de | https://mvbw-gmbh.de/ | https://beyer-petrow.at/ | My name is Steve Beyer and I have been successfully managing a single-family office in Vienna for a Russian-speaking entrepreneurial family for 10 years and I work as a consigliere, authorized managing director and investment manager as well as a trustee for the benefit of my clients. For this purpose, I manage holding structures and companies on- and offshore, deal with tax and legal issues, build up an international real estate portfolio, and also deal with all other business and / or private questions in the interests of and for the benefit of my satisfied customers . From 2021, I will make all these valuable services available to a larger group of clients, primarily from Russia and the Ukraine as well as the former CIS countries or with connections there. As a long-term link - confidante & mediator - between these cultural regions with a corresponding wealth of experience, I combine German thoroughness with Eastern European creativity in finding solutions. I am absolutely discreet, loyal and competent. You are cordially invited to test our Beyer & Petrow Family Office and become part of our growing business family. | SF | ||||
| 169 | BF Belmont Limited | 852 3703 5260 | info@bfbelmont.com | Unit C, 4/F, Yally Industrial Building, 6 Yip Fat Street | Wong Chuk Hang | Hong Kong | Asia | Finance, Consumer Goods, Real Estate, Manufacturing, Food, Technology | 1.998 | https://www.bfbelmont.com/ | BF Belmont Limited is a Hong Kong based single family office with an international approach. The principal behind the firm has 30+ years of investment experience in the sectors of finance, consumer goods, real estate, manufacturing and technology. We are a private investment firm that makes investments from seed capital up to pre-IPO stage. We currently have investments in the following countries: USA, Canada, Hong Kong, China, Spain, UK, Thailand, Tokyo, Vietnam, Uruguay and Mongolia. | SF | |||||||||||||
| 170 | Bhansali Capital | Sunil | Dhall | Co-Chief Investment Officer | 91 291 261 3858 | dhalsun@hotmail.com | 24 Sardarpura IIND B Road, Near Gandhi Maidan | Jodhpur | 342003 | India | Asia | University of Mumbai | https://www.linkedin.com/in/sunildhall/ | Listed Equities, Bonds, Structured Products, Private Equity, Real Estate | 2.015 | https://www.facebook.com/Bhansali-Capital-1585296815096755/ | Bhansali Capital, a Single Family Office located in NYC and Dubai. | SF | |||||||
| 171 | Bhansali Equities | Dewang | Panchal | General Manager | 971 5 5220 9201 | dewang.panchal@bequities.com | Unit No: AU-12-E, Gold Tower (AU), Plot No: JLT-PH1-I3A, Jumeirah Lakes Towers | Dubai | United Arab Emirates | Asia | University of Mumbai | https://www.linkedin.com/in/dewang-panchal-61443522/ | Commercial Real Estate, Real Estate, Developments and Owner-Operated Commercial, Residential Buildings, Capital Markets, Listed Securities, Private Equity, Growth Capital | 2.012 | https://bequities.com/ | Bhansali Equities (BE) was set up by Rishi Bhansali as a Single Family Office. Bhansali Equities comprises of three verticals; Real Estate (developments and owner-operated commercial and residential buildings), Capital Markets (listed securities), and Private Equity (primarily focused on growth capital). BE focuses on value added acquisitions in several markets, and handles mixed use and adaptive re-use projects, land developments, and property management, which all create value and generate above average long-term returns. | SF | ||||||||
| Bhansali Equities | Rishikumar | Bhansali | Founder & CEO | 971 5 5220 9201 | rishikumar.bhansali@bequities.com | Unit No: AU-12-E, Gold Tower (AU), Plot No: JLT-PH1-I3A, Jumeirah Lakes Towers | Dubai | United Arab Emirates | Asia | University of Westminster | https://www.linkedin.com/in/rishikumar-bhansali-b7446927/ | Commercial Real Estate, Real Estate, Developments and Owner-Operated Commercial, Residential Buildings, Capital Markets, Listed Securities, Private Equity, Growth Capital | 2.012 | rishi.bhansali@bequities.com, rishi.bhansali@rosyblue.com | https://www.rosyblue.com/ | https://bequities.com/ | Bhansali Equities (BE) was set up by Rishi Bhansali as a Single Family Office. Bhansali Equities comprises of three verticals; Real Estate (developments and owner-operated commercial and residential buildings), Capital Markets (listed securities), and Private Equity (primarily focused on growth capital). BE focuses on value added acquisitions in several markets, and handles mixed use and adaptive re-use projects, land developments, and property management, which all create value and generate above average long-term returns. | SF | |||||||
| 172 | Bianchi Mfo Wealth Management | office@bianchi-mfo.com | Residenze Libeskind, Via Ambrogio Spinola, 8 | Milan | 20149 | Italy | Europe | Commercial Real Estate | https://bianchi-mfo.com/ | Bianchi Company is a multi-family office based in Italy that manages the wealth of ultra-wealthy families from Italy and the Czech Republic. It serves high-net-worth individuals and their families. We provide a wide range of services to our clients. Our services include investment management, financial planning, real estate planning, risk management, philanthropic planning, and concierge services designed to help clients manage their busy lives more effectively. Bianchi operates with highly experienced dedicated employees. We help those families who have significant wealth and want to manage their financial affairs in a more centralized and cohesive manner. Our primary goal is to preserve and grow the family’s wealth over multiple generations while also providing personalized services to meet the unique needs of each family member. Our mission is to provide personalized and comprehensive wealth management services to meet the specific needs of the family and to preserve and grow the family's wealth across generations. | MF | ||||||||||||||
| 173 | BigSur Partners, LLC | Rosa | Rincón | Head of Investment Research & Products | (305) 740-6777 | (305) 350-9998 | rosa.rincon@bigsurpartners.com | info@bigsurpartners.com | Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 | Miami | FL | 33131 | United States of America | North America | Queen's University | https://www.linkedin.com/in/rosa-rincón-9a44b471/ | Real Estate, Alternative Investments | 2.007 | $1B | https://www.linkedin.com/company/bigsur-partners/ | https://www.bigsurpartners.com/ | BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. | MF | ||
| BigSur Partners, LLC | Eric | Chuang | Chief Compliance Officer | (305) 740-6777 | (305) 350-9998 | eric.chuang@bigsurpartners.com | info@bigsurpartners.com | Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 | Miami | FL | 33131 | United States of America | North America | University of South Florida | https://www.linkedin.com/in/eric-chuang-cams-968bb210/ | Real Estate, Alternative Investments | 2.007 | $1B | https://www.linkedin.com/company/bigsur-partners/ | https://www.bigsurpartners.com/ | BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. | MF | |||
| BigSur Partners, LLC | Eduardo | Barco | Partner & Investment Advisor | (305) 740-6777 | (305) 350-9998 | eduardo.barco@bigsurpartners.com | info@bigsurpartners.com | Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 | Miami | FL | 33131 | United States of America | North America | Stanford University | https://www.linkedin.com/in/eduardo-barco-67149025/ | Venture Capital, Private Equity, Real Estate | 2.007 | $1B | https://labventures.co/ | https://www.bigsurpartners.com/ | BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. | MF | |||
| BigSur Partners, LLC | Ignacio | Pakciarz | Chief Executive Officer & Founding Partner | (305) 740-6777 | (305) 350-9998 | ignacio.pakciarz@bigsurpartners.com | info@bigsurpartners.com | Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 | Miami | FL | 33131 | United States of America | North America | Universidad de la República | https://www.linkedin.com/in/ignacio-pakciarz-99042015/ | Venture Capital, Private Equity, Real Estate | 2.007 | $1B | https://www.linkedin.com/company/bigsur-partners/ | https://www.bigsurpartners.com/ | BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. | MF | |||
| BigSur Partners, LLC | Rafael | Iribarren | CFO, Head of Real Estate Advisory & Founding Partner | (305) 740-6777 | (305) 350-9998 | rafael.iribarren@bigsurpartners.com | info@bigsurpartners.com | Four Seasons Office Tower, 1441 Brickell Avenue, Suite 1410 | Miami | FL | 33131 | United States of America | North America | Universidad Catolica Argentina | https://www.linkedin.com/in/rafael-i-b4191a52/ | Venture Capital, Private Equity, Real Estate | 2.007 | $1B | https://www.linkedin.com/company/bigsur-partners/ | https://www.bigsurpartners.com/ | BigSur is a multi-family office focused on providing customized and holistic wealth management solutions to select global wealthy families. | MF | |||
| 174 | Biltmore Family Office, LLC | Mike | Farrell | Partner | Direct: (704) 248-5236, Mobile: (704) 258-3100 | (704) 248-5236 | mike@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 500 East Boulevard | Charlotte | NC | 28211 | United States of America | North America | University at Buffalo School of Management, The State University of New York | https://www.linkedin.com/in/michael-farrell-332baa12/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | ||
| Biltmore Family Office, LLC | Nikki | Gokey | Partner & Head of Planning | Direct: (407) 308-3287 | (704) 248-5229 | nikki@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 1000 Legion Place, Suite 1250 | Orlando | FL | 32801 | United States of America | North America | Florida State University | https://www.linkedin.com/in/nikki-gokey-2975518b/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | |||
| Biltmore Family Office, LLC | Christopher | Cecil | Partner & CEO | Direct: (704) 412-4246, Mobile: (704) 560-9288 | (704) 248-5229 | chris@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 500 East Boulevard | Charlotte | NC | 28211 | United States of America | North America | University of North Carolina at Chapel Hill / University of Virginia Darden School of Business / Harvard Business School | https://www.linkedin.com/in/chris-cecil-9701b818/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | |||
| Biltmore Family Office, LLC | Rael | Gorelick | Partner & Head of Investments | Direct: (704) 412-3385, Mobile: (704) 651-1850 | (704) 248-5229 | rael@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 500 East Boulevard | Charlotte | NC | 28211 | United States of America | North America | Northwestern University | https://www.linkedin.com/in/rael-gorelick-6a44993/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | investments@biltmorefamilyoffice.com | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | ||
| Biltmore Family Office, LLC | Jason | Roska | Portfolio Manager | Direct: (321) 204-4065 | (704) 248-5229 | jason@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 1000 Legion Place, Suite 1250 | Orlando | FL | 32801 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/jasonroska/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | |||
| Biltmore Family Office, LLC | Drew | Russell | Portfolio Manager | Direct: (704) 248-5240, Mobile: (919) 622-3000 | (704) 248-5229 | drew@biltmorefamilyoffice.com | info@biltmorefamilyoffice.com | 500 East Boulevard | Charlotte | NC | 28211 | United States of America | North America | Wake Forest University | https://www.linkedin.com/in/drewprussell/ | Due Diligence, Endowment Fund, Institutional Fund, Operating Businesses, Cash Flows, Direct Real Estate Holdings, Royalties, Collectibles | 2.008 | $2B | https://www.linkedin.com/company/biltmore-family-office-llc/ | https://www.biltmorefamilyoffice.com/ | Biltmore Family Office is a collaborative family office, operating as an independent SEC registered advisor, for investment-orientated business owners, entrepreneurs, and their families. | MF | |||
| 175 | BIPPO Advisory Group (HK) Limited | Elizabeth | Zheng | Founding Partner, Managing Director | 852 3978 2152 | enquiry@bippoadvisor.com | 15/F, Oriental Crystal Comm Bldg, 46 Lyndhurst Terrace | Central | Hong Kong | Asia | Fudan University | https://www.linkedin.com/in/shanshan-zheng-9b138110/ | Real Estate, Technology | 2.015 | https://www.bippoadvisor.com/ | BIPPO Advisory Group is a boutique multi-family office in Hong Kong that provides private wealth offshore planning and management solution for Chinese family clients. Teaming up with tier-1 financial institutions and professional service providers globally, BIPPO provides one-stop implementation service to optimize the private wealth and minimize the downside risks by leveraging various financial and legal tools. Catering for the unique demand and the market feature of China private wealth management industry, BIPPO is set to develop the next generation of China offshore multi-family office. | MF | ||||||||
| 176 | Birchwood Investments | Timothy | Koivu | Financial Consultant, Financial Advisor | (519) 860-5817 | tim.koivu@gmail.com | 2-336 Sheppard Ave. E | North York | ON | M2N 3B4 | Canada | North America | Western University / Harvard University | https://www.linkedin.com/in/timothy-g-koivu-88312513/ | Green Energy, Real Estate | Birchwood Investments is a Single Family Office Firm. | SF | ||||||||
| 177 | BizPony | Jake | Rodenhouse | Managing Director | (323) 318-0515, (323) 459-8708 | jake@perfectsoundla.com | investments@rf-office.com | 25 Shaw St. | Annapolis | MO | 21401 | United States of America | North America | https://www.linkedin.com/in/jake-rodenhouse-491a2a31/ | Technology, Music Streaming, Retail, Real Estate, Application | 2.017 | info@perfectsoundstudios.com | http://www.perfectsoundstudios.com/ | https://www.linkedin.com/company/bizpony/ | BizPony is a private investment firm for the Rodenhouse Family. | SF | ||||
| 178 | BKMS Multi Family Office | Yacine | Bougrassa | Founding Partner | 357 22 370 064 | 357 22 373 063 | yacine@bkmsgroup.com | info@bkmsgroup.com | 201 Strovolos Avenue, The Future Business Centre Office 201, 2nd Floor | Nicosia | 2049 | Cyprus | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/yacine-bougrassa-198a111b/ | Real Estate, Commercial Real Estate, Hospitality, Hotel, Luxury Offices, Residence Real Estate, Airbnb project in Greece | 2.004 | https://www.linkedin.com/company/bkms/ | https://www.bkmsgroup.com/ | Comprehensive Multi Family Office. BKMS was set up in 2004 by investment bankers and stockbrokers while envisioning the highest standards and expertise within Multi Family Office Services. Our client portfolio exclusively includes high-profile business families to whom we offer all-round professional Multi Family Office Services. Due to our specific range of clientele every client relationship is valued greatly and treated with uttermost dignity and respect. Each engagement benefits from the depth and breadth of our expertise. To ensure state of the art services which are tailored to the needs and satisfaction of each business family, BKMS solely co-operates with the most leading professionals around the world. | MF | ||||
| 179 | Black Oak Family Office SA | Florent | Mazeas | Quantitative Portfolio Manager | 41 223 229 441 | fmazeas@gmail.com | blackoak@Blackoak.ch | Rue de la Madeleine 13 - Case Postale 1232 | Geneva 1 | CH-1211 | Switzerland | Europe | Université Côte d'Azur | https://www.linkedin.com/in/fmazeas/ | Funds, Real Estate | https://www.linkedin.com/company/black-oak-family-office-sa/ | https://www.blackoak.ch/ | Black Oak Family Office, a Geneva-based Family Office, providing independent, unbiased advice to clients. Our main credentials are a firm grasp of today’s demanding financial environment and an old-fashioned emphasis on loyalty and integrity. Whether you are an entrepreneur, a private individual or the head of a family whose assets must be nurtured for future generations, we are dedicated to earning your trust; and in the process, to bringing you that most precious of all assets. | MF | ||||||
| 180 | Bloomingdale Properties, Inc. | John | Fletcher | Executive Vice President & Chief Operating Officer | Direct: (212) 838-0211 | jfletcher@bloomprop.com | 641 Lexington Avenue, 29th Floor | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/john-fletcher-iii-60355229/ | Real Estate | 1.967 | http://www.culbro.com/bloomprop/ | Bloomingdale Properties is a single-family office based in New York, New York. The firm was founded by Sam, Hiram and Irving Bloomingdale to manage their family assets. The firm has been an active investor in all classes of investments throughout its existence with particular emphasis on real estate, private equity and hedge fund investments. The assets are managed by the executive management team. | SF | |||||||
| 181 | Blu Family Office Ltd. | Marie | Redron | Chief Executive Officer | 44 208 166-1223 | 44 208 166-1226 | marie@blu-fo.com | info@blu-fo.com | 15 Little Green, Richmond | London | TW9 1QH | United Kingdom | Europe | Private Equity, Real Estate, Hedge Funds | 2.010 | $1.3B | marie.redron@blu-fo.com | https://www.linkedin.com/company/blu-family-office/ | https://www.blu-fo.com/ | Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then we have broadened our mandate to help others. Blu effectively manages the interconnectivity of all the risks that arise when living with wealth. The principals are members of business families and have first hand, multi generational experience in investment and wealth management. We work with our partners and network of service providers to find efficient solutions for the bespoke needs of our clients. | MF | ||||
| Blu Family Office Ltd. | Christian | Armbruester | Partner | 44 208 166-1223 | 44 208 166-1226 | christian.armbruester@blu-fo.com | info@blu-fo.com | 15 Little Green, Richmond | London | TW9 1QH | United Kingdom | Europe | Miami University | https://www.linkedin.com/in/christian-armbruester-92550962/ | Private Equity, Real Estate, Hedge Funds | 2.010 | $1.3B | christian.armbruester@gmail.com | https://www.linkedin.com/company/blu-family-office/ | https://www.blu-fo.com/ | Blu Family Office was founded in 2010 to manage the assets and affairs of a single family. Since then we have broadened our mandate to help others. Blu effectively manages the interconnectivity of all the risks that arise when living with wealth. The principals are members of business families and have first hand, multi generational experience in investment and wealth management. We work with our partners and network of service providers to find efficient solutions for the bespoke needs of our clients. | MF | |||
| 182 | Blue Bridge Wealth Management Inc. | Alain | Roch | President & CEO | (514) 845-9165 | (514) 281-6443 | alain.roch@bluebridge.ca | info@bluebridge.ca | 1000, Rue Sherbrooke Ouest, Bureau 1900 | Montreal | QC | H3A 3G4 | Canada | North America | https://www.linkedin.com/in/alain-e-roch-68022a6/ | Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. | 2.002 | https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ | https://bluebridge.ca/ | Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. | MF | 44 749 779-9545 | |||
| Blue Bridge Wealth Management Inc. | Cédric | Cayla | Director, Administration of Trusts and Wealth Management | (514) 845-9165 | (514) 281-6443 | cedric.cayla@bluebridge.ca | info@bluebridge.ca | 1000, Rue Sherbrooke Ouest, Bureau 1900 | Montreal | QC | H3A 3G4 | Canada | North America | https://www.linkedin.com/in/cedric-cayla-a0462871/ | Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. | 2.002 | https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ | https://bluebridge.ca/ | Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. | MF | 44 749 779-9545 | ||||
| Blue Bridge Wealth Management Inc. | Mark | D'Souza | Partner, Executive Vice President & CFO | (514) 845-9165 | (514) 281-6443 | mark.dsouza@bluebridge.ca | info@bluebridge.ca | 1000, Rue Sherbrooke Ouest, Bureau 1900 | Montreal | QC | H3A 3G4 | Canada | North America | Harvard Business School | https://www.linkedin.com/in/mark-d-souza-3a382211/ | Hedge Funds, Real Estate, Infrastructure, Agricultural Land, Forests and Private Placements. | 2.002 | https://www.linkedin.com/company/blue-bridge-wealth-management-inc/ | https://bluebridge.ca/ | Blue Bridge is an independent wealth manager and multi-family office founded in Montreal in 2002 with a subsidiary in London and a branch in Lausanne. | MF | 44 749 779-9545 | |||
| 183 | Blue Diamond Capital, LLC | Brandon | Ball | Chief Financial Officer | (801) 932-0316 | brandonb@bluedicap.com | 180 N University Ave., Suite 250 | Provo | UT | 84601 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/brandon-ball-2a015a29/ | Residential Development, Hospitality, Multifamily, Private Equity, Publicly Traded Securities, residential development, Hospitality, Retail, Fuel/C Store Retail | 2.007 | $350M | https://www.linkedin.com/company/blue-diamond-capital-llc/ | https://www.bluedicap.com/ | Blue Diamond Capital (Utah) is a single-family office for Bingham Family Alaska based in Provo, United States. Founded in 2007 Blue Diamond Capital is a family office looking to partner with other investors. Blue Diamond Capital is currently invested in over 50 entities including residential development, hospitality, multifamily, private equity, and publicly traded securities. | SF | ||||
| Blue Diamond Capital, LLC | Michael | Bingham | Co Founder & Chief Investment Officer | (801) 932-0311 | michaelb@bluedicap.com | 180 N University Ave., Suite 250 | Provo | UT | 84601 | United States of America | North America | Utah State University | https://www.linkedin.com/in/michael-bingham-a939556/ | Residential Development, Hospitality, Multifamily, Private Equity, Publicly Traded Securities, residential development, Hospitality, Retail, Fuel/C Store Retail | 2.007 | $350M | https://www.linkedin.com/company/blue-diamond-capital-llc/ | https://www.bluedicap.com/ | Blue Diamond Capital (Utah) is a single-family office for Bingham Family Alaska based in Provo, United States. Founded in 2007 Blue Diamond Capital is a family office looking to partner with other investors. Blue Diamond Capital is currently invested in over 50 entities including residential development, hospitality, multifamily, private equity, and publicly traded securities. | SF | |||||
| Blue Diamond Capital, LLC | Deborah | Bingham | Co-Founder | (801) 932-0311 | 180 N University Ave., Suite 250 | Provo | UT | 84601 | United States of America | North America | https://www.linkedin.com/in/deborah-debbie-bingham-6b293062/ | Residential Development, Hospitality, Multifamily, Private Equity, Publicly Traded Securities, residential development, Hospitality, Retail, Fuel/C Store Retail | 2.007 | $350M | info@binghamfoundations.org | https://www.binghamfoundations.org/ | https://www.bluedicap.com/ | Blue Diamond Capital (Utah) is a single-family office for Bingham Family Alaska based in Provo, United States. Founded in 2007 Blue Diamond Capital is a family office looking to partner with other investors. Blue Diamond Capital is currently invested in over 50 entities including residential development, hospitality, multifamily, private equity, and publicly traded securities. | SF | ||||||
| 184 | BlueTop Group Ltd. | Daniel | Cheng | Chief Investment Officer | 852 2820 9600 | 852 2810 6145 | quiri@qurioed.com | 19th Floor, Worldwide House, 19 Des Voeux Road | Central | Hong Kong | Asia | Queen's University | https://www.linkedin.com/in/daniel-cheng-49273025/ | Manufacturing, Marketing Operations, International Property Developments, Real Estate, Education | $800M | info@tsuiwah.com | http://www.tsuiwah.com/ | http://www.bluetop.org/ | BlueTop Group Ltd is a Hong Kong single family office which managed the wealth of the family with over 100 years of history. The group is engaged in world-class manufacturing/ marketing operations, international property developments, investments and education. Bluetop Group Ltd is a wholly subsidiary of the Chiaphua Group of Companies, and is the holding company of Learning Habitat Kindergartens. Its business is the education services and investment holding as well. | SF | |||||
| 185 | BMF Asset Management | Jill | Nes | Chief Executive Officer | 61 4 2296 2456 | 61 2 9233 8464 | jill@bmfwealth.com | bmf@bmfgroup.com.au | Level 53, 25 Martin Place | Sydney | NSW | 2000 | Australia | Australia / Oceania | University of Cape Town | https://www.linkedin.com/in/jill-nes/ | Property Real Estate | 1.987 | jill@bmfgroup.com.au | https://www.linkedin.com/company/bmfwealth/ | https://bmfwealth.com/ | At BMF our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme volatility. Our independently owned companies, BMF Asset Management Pty Limited and BMF International Asset Management Pty Limited each hold their own Australian Financial Services License which allows us to provide unfettered advice. We have strong International relationships with some of the world’s major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. | MF | ||
| BMF Asset Management | Brad | Mendel | Director | 61 2 9233 8866 | 61 2 9233 8464 | brad@bmfwealth.com | bmf@bmfgroup.com.au | Level 53, 25 Martin Place | Sydney | NSW | 2000 | Australia | Australia / Oceania | UNSW | https://www.linkedin.com/in/brad-mendel/ | Property Real Estate | 1.987 | https://www.linkedin.com/company/bmfwealth/ | https://bmfwealth.com/ | At BMF our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme volatility. Our independently owned companies, BMF Asset Management Pty Limited and BMF International Asset Management Pty Limited each hold their own Australian Financial Services License which allows us to provide unfettered advice. We have strong International relationships with some of the world’s major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. | MF | ||||
| BMF Asset Management | Justin | Gaywood | Director | 61 2 9221 5111 | 61 2 9233 8464 | justin@bmfwealth.com | bmf@bmfgroup.com.au | Level 53, 25 Martin Place | Sydney | NSW | 2000 | Australia | Australia / Oceania | University of Bristol | https://www.linkedin.com/in/justin-gaywood-cfa-99507820/ | Property Real Estate | 1.987 | https://www.linkedin.com/company/bmfwealth/ | https://bmfwealth.com/ | At BMF our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme volatility. Our independently owned companies, BMF Asset Management Pty Limited and BMF International Asset Management Pty Limited each hold their own Australian Financial Services License which allows us to provide unfettered advice. We have strong International relationships with some of the world’s major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. | MF | ||||
| 186 | BNF Capital Limited | Alan | Cope | Analyst | 44 207 355-9100 | acope@bnfcapital.co.uk | 8 Hanover Square | London | W1S 1HQ | United Kingdom | Europe | Loughborough University | https://www.linkedin.com/in/alan-cope-84675738/ | Private Equity, Private Debt, Real Estate, Infrastructure, Natural Resources, Hedge Funds | 2.012 | https://www.linkedin.com/company/bnf-capital-limited/ | Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services. | SF | |||||||
| BNF Capital Limited | Nic | Fallows | Group CFO | 44 207 355-9100 | nfallows@bnfcapital.co.uk | 8 Hanover Square | London | W1S 1HQ | United Kingdom | Europe | University of Warwick | https://www.linkedin.com/in/nic-fallows-30a587180/ | Private Equity, Private Debt, Real Estate, Infrastructure, Natural Resources, Hedge Funds | 2.012 | https://www.linkedin.com/company/bnf-capital-limited/ | Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services. | SF | ||||||||
| 187 | Bohemian Companies, LLC | Nicole | Javernick | Executive Assistant to the Chief Executive Officer | Mobile: (970) 590-2258 | nicjavernick@gmail.com | 5684 Red Bridge Drive | Timnath | CO | 80547 | United States of America | North America | Colorado State University | https://www.linkedin.com/in/nicole-javernick-369700141/ | Entrepreneurship, Technology, Private Equity, Real Estate, Medical Technology | $2.8B | https://www.linkedin.com/company/bohemian-companies-llc/ | Bohemian Companies is a private family office based in Fort Collins, Colorado for the Pat Stryker's Family. Bohemian Companies is committed to innovative and sustainable investment opportunities that often target social impact as well as financial returns. Bohemian Companies’ investment team is experienced in entrepreneurship, technology, private equity and real estate investing. | SF | ||||||
| 188 | BonaCapital Family Office S.A. | Cesar | Lopez Perez | Investment Portfolio Manager | 352 26 44 09 07 | info@bonacapital.lu | 38, Boulevard Napoleón 1er | Luxembourg | L-2210 | Luxembourg | Europe | Universidad Complutense de Madrid | https://www.linkedin.com/in/cesar-lopez-perez-7a930019/ | Real Estate | 2.012 | https://www.linkedin.com/in/jose-bonacapital-830057118/ http://www.leiwinvestments.lu/ | http://www.bonacapital.lu/ | BonaCapital Family Office provides comprehensive counseling, management, administration and estate planning services from Luxembourg to private clients and family groups with international interests. Our independence, quality, personalized attention and maximum discretion are characteristics that distinguish us, along with our long-term vision always focused on ensuring the preservation of our customers' heritage and the achievement of their objectives. BonaCapital Family Office, with its permanent headquarters in Luxembourg, offers its clients the opportunity to benefit from the advantages and the wide range of opportunities offered by Luxembourg as a European center of finance. | MF | ||||||
| 189 | BONOplus Family Office | Stelvio | Bo | Owner | 39 249 798 496 | stelvio.bo@bonoplus.it | segreteria@bonoplus.it | via Principe Eugenio 51 | Milan | 20155 | Italy | Europe | Università degli Studi di Genova | https://www.linkedin.com/in/stelvio-bo-7b26326/ | Real Estate | 2.007 | https://www.linkedin.com/company/bonoplus-family-office/ | http://bonoplus.it/ | BONOplus Family Office was founded in 2007 by initiative of Stelvio Bo, an independent consultant with twenty years of experience in the financial world. Born in 1958 in Sestri Levante, I am married and have three children. After graduating in Law in Genoa and MBA in New York (Stern Business School) I worked in Sige Capital Markets, Caboto Holding and Abaxbank in Milan. I have dealt with securitization contracts in the financial markets and budget planning structures. | MF | Headquarters: Via Egadi 7, 20145 Milano, Italy | ||||
| BONOplus Family Office | Stelvio | Bo | Owner | 39 249 798 496 | stelvio.bo@bonoplus.it | segreteria@bonoplus.it | via Principe Eugenio 51 | Milan | 20155 | Italy | Europe | Università degli Studi di Genova | https://www.linkedin.com/in/stelvio-bo-7b26326/ | Real Estate | 2.007 | https://www.linkedin.com/company/bonoplus-family-office/ | http://bonoplus.it/ | BONOplus Family Office was founded in 2007 by initiative of Stelvio Bo, an independent consultant with twenty years of experience in the financial world. Born in 1958 in Sestri Levante, I am married and have three children. After graduating in Law in Genoa and MBA in New York (Stern Business School) I worked in Sige Capital Markets, Caboto Holding and Abaxbank in Milan. I have dealt with securitization contracts in the financial markets and budget planning structures. | MF | Headquarters: Via Egadi 7, 20145 Milano, Italy | |||||
| 190 | Borland Capital Partners LLC | Dylan | Borland | President & Associate Broker | Direct: (734) 744-6399 | dylan@borlandcapital.com | 17197 N Laurel Park Dr., Suite 115 | Livonia | MI | 48150 | United States of America | North America | Private Equity Real Estate, PERE, REIT | 2.006 | $300M | dylan@theborlandgroupllc.com | http://www.borlandcommercial.com/ | https://www.borlandcapital.com/ | Private Family office focused on wealth preservation through real estate investments only. The Borland Group is one of Michigan’s fastest growing and largest buyers of real estate. Founded in 2006 with a specialty in the residential fix and flip market. The Borland Group has expanded over the years to purchasing large multifamily buildings and apartment complexes. If you are looking to sell your apartment building in Michigan, we buy apartment buildings fast. Sell us your apartment building today. Our team of industry experts can help insure a fast closing and a win-win for everyone. | SF | |||||
| Borland Capital Partners LLC | Gil | Gonzalez | VP & Partner | Direct: (732) 325-5453 | gil@borlandcapital.com | 17197 N Laurel Park Dr., Suite 115 | Livonia | MI | 48150 | United States of America | North America | Stevens Institute of Technology | https://www.linkedin.com/in/gigonzalez/ | Private Equity Real Estate, PERE, REIT | 2.006 | $300M | http://www.borlandcommercial.com/ | https://www.borlandcapital.com/ | Private Family office focused on wealth preservation through real estate investments only. The Borland Group is one of Michigan’s fastest growing and largest buyers of real estate. Founded in 2006 with a specialty in the residential fix and flip market. The Borland Group has expanded over the years to purchasing large multifamily buildings and apartment complexes. If you are looking to sell your apartment building in Michigan, we buy apartment buildings fast. Sell us your apartment building today. Our team of industry experts can help insure a fast closing and a win-win for everyone. | SF | |||||
| 191 | Borletti Group | Gotzon | de Gandiaga | Partner | 44 207 929-8220 | info@borlettigroup.com | 1, Place d’Armes | Luxembourg | L-1136 | Luxembourg | Europe | Universidad Iberoamericana, Ciudad de México | https://www.linkedin.com/in/gotzon-javier-de-gandiaga-5921596/ | Real Estate, Hospitality, Retail, Luxury, Branded Consumer Goods | 2.005 | €7B | http://borlettigroup.com/ | Borletti Group is a privately-owned investment group with offices in London and Luxembourg that participated actively since 2005 in acquisitions in excess of €7bn. Borletti Group focuses in four business segments focused on retail, luxury and branded consumer goods and real estate. While the Borletti Group is a separate entity from the Borletti Family Office, it shares its values of integrity and respect. We strive to offer the highest standards of integrity, respect, professionalism and confidentiality. We provide total transparency in investments and we apply the most rigorous and disciplined approach to avoid conflicts of interest. | SF | ||||||
| Borletti Group | Jean Martin | Stoffel | Finance Director | 352 27 858 953 | jean.stoffel@radices.lu | info@borlettigroup.com | 1, Place d’Armes | Luxembourg | L-1136 | Luxembourg | Europe | Université catholique de Louvain | https://www.linkedin.com/in/jean-martin-stoffel-045592a5/ | Real Estate, Hospitality, Retail, Luxury, Branded Consumer Goods | 2.005 | €7B | https://www.linkedin.com/in/paolo-de-spirt-52773817/ | http://borlettigroup.com/ | Borletti Group is a privately-owned investment group with offices in London and Luxembourg that participated actively since 2005 in acquisitions in excess of €7bn. Borletti Group focuses in four business segments focused on retail, luxury and branded consumer goods and real estate. While the Borletti Group is a separate entity from the Borletti Family Office, it shares its values of integrity and respect. We strive to offer the highest standards of integrity, respect, professionalism and confidentiality. We provide total transparency in investments and we apply the most rigorous and disciplined approach to avoid conflicts of interest. | SF | |||||
| 192 | Boston Family Advisors, LLC | Tom | Callahan | Family Office Director | (617) 963-0904 | tom@bostonfamilyadvisors.com | info@bostonfamilyadvisors.com | 118 Newbury Street | Boston | MA | 02116 | United States of America | North America | https://www.linkedin.com/in/thomas-callahan-cfp®-7b7bb7a9/ | Real Estate, Venture Capital, Private Equity, Entrepreneurs, Technology, Software, Cloud, Liquid and Illiquid Assets | 2.018 | info@boston.com | https://www.linkedin.com/company/boston-family-advisors-llc/ | https://www.bostonfamilyadvisors.com/ | Boston Family Advisors establishes and operates Single Family Offices for Real Estate, Venture Capital and Private Equity professionals, Entrepreneurs and those who are building a legacy of wealth. | MF | ||||
| Boston Family Advisors, LLC | Joshua | Leffler | Chief Operating Officer | (617) 963-0904 | josh@bostonfamilyadvisors.com | info@bostonfamilyadvisors.com | 118 Newbury Street | Boston | MA | 02116 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/joshleffler/ | Real Estate, Venture Capital, Private Equity, Entrepreneurs, Technology, Software, Cloud, Liquid and Illiquid Assets | 2.018 | https://www.linkedin.com/company/boston-family-advisors-llc/ | https://www.bostonfamilyadvisors.com/ | Boston Family Advisors establishes and operates Single Family Offices for Real Estate, Venture Capital and Private Equity professionals, Entrepreneurs and those who are building a legacy of wealth. | MF | |||||
| Boston Family Advisors, LLC | Laura | Tuttle | Co-Chief Investment Officer | (617) 963-0904 | laura@bostonfamilyadvisors.com | info@bostonfamilyadvisors.com | 118 Newbury Street | Boston | MA | 02116 | United States of America | North America | https://www.linkedin.com/in/laura-mccreary-tuttle-33051a2/ | Real Estate, Venture Capital, Private Equity, Entrepreneurs, Technology, Software, Cloud, Liquid and Illiquid Assets | 2.018 | https://www.linkedin.com/company/boston-family-advisors-llc/ | https://www.bostonfamilyadvisors.com/ | Boston Family Advisors establishes and operates Single Family Offices for Real Estate, Venture Capital and Private Equity professionals, Entrepreneurs and those who are building a legacy of wealth. | MF | ||||||
| Boston Family Advisors, LLC | Warren | Gibbon | Co-Chief Investment Officer | (617) 963-0904 | warren@bostonfamilyadvisors.com | info@bostonfamilyadvisors.com | 118 Newbury Street | Boston | MA | 02116 | United States of America | North America | University of St Andrews | https://www.linkedin.com/in/warren-gibbon-cfa/ | Real Estate, Venture Capital, Private Equity, Entrepreneurs, Technology, Software, Cloud, Liquid and Illiquid Assets | 2.018 | https://www.linkedin.com/company/boston-family-advisors-llc/ | https://www.bostonfamilyadvisors.com/ | Boston Family Advisors establishes and operates Single Family Offices for Real Estate, Venture Capital and Private Equity professionals, Entrepreneurs and those who are building a legacy of wealth. | MF | |||||
| 193 | Boston Multi Family Office Limited | Katherine | Ellis | Chief Executive Officer | 44 162 469-2930 | 44 162 469-2950 | KEllis@bostonmfo.com | St Mary’s Court, 20 Hill Street | Douglas | IM1 1EU | Isle of Man | Europe | https://www.linkedin.com/in/katherine-ellis-40057755/ | Family Offices, Luxury Assets, eCommerce, Immigration, Corporate Clients, Property | 2.002 | https://www.linkedin.com/company/boston-group-ltd/ | https://bostonmfo.com/ | Boston is an independent, privately owned financial services group, which provides a range of bespoke services and business solutions to high net worth individuals and their families. Boston was founded in 2002 as the family office for a wealthy family who wished to coordinate and enhance the management of their affairs. | MF | 356 21 341 857 | |||||
| Boston Multi Family Office Limited | Alex | McNee | Group Director | Mobile: 44 762 433-4962, Direct: 44 162 469-2758, Office: 44 162 469-2930 | 44 162 469-2950 | amcnee@bostonmfo.com | St Mary’s Court, 20 Hill Street | Douglas | IM1 1EU | Isle of Man | Europe | https://www.linkedin.com/in/alexander-mcnee-a940981b/ | Family Offices, Luxury Assets, eCommerce, Immigration, Corporate Clients, Property | 2.002 | https://www.linkedin.com/company/boston-group-ltd/ | https://bostonmfo.com/ | Boston is an independent, privately owned financial services group, which provides a range of bespoke services and business solutions to high net worth individuals and their families. Boston was founded in 2002 as the family office for a wealthy family who wished to coordinate and enhance the management of their affairs. | MF | 356 21 341 858 | ||||||
| Boston Multi Family Office Limited | Shauna | Schumacher | Business Development | 44 162 469-2751 | 44 162 469-2950 | SSchumacher@bostonmfo.com | St Mary’s Court, 20 Hill Street | Douglas | IM1 1EU | Isle of Man | Europe | University of Liverpool | https://www.linkedin.com/in/shauna-schumacher-9b6a214b/ | Family Offices, Luxury Assets, eCommerce, Immigration, Corporate Clients, Property | 2.002 | https://www.linkedin.com/company/boston-group-ltd/ | https://bostonmfo.com/ | Boston is an independent, privately owned financial services group, which provides a range of bespoke services and business solutions to high net worth individuals and their families. Boston was founded in 2002 as the family office for a wealthy family who wished to coordinate and enhance the management of their affairs. | MF | 356 21 341 858 | |||||
| Boston Multi Family Office Limited | Linda | Graham | Business Development | 44 162 468-2490 | 44 162 469-2950 | lgraham@bostonmfo.com | St Mary’s Court, 20 Hill Street | Douglas | IM1 1EU | Isle of Man | Europe | Family Offices, Luxury Assets, eCommerce, Immigration, Corporate Clients, Property | 2.002 | https://www.linkedin.com/company/boston-group-ltd/ | https://bostonmfo.com/ | Boston is an independent, privately owned financial services group, which provides a range of bespoke services and business solutions to high net worth individuals and their families. Boston was founded in 2002 as the family office for a wealthy family who wished to coordinate and enhance the management of their affairs. | MF | 356 21 341 858 | |||||||
| Boston Multi Family Office Limited | Ralph | McCormack | Head of Systems Development | 44 162 468-2481 | 44 162 469-2950 | rmccormack@bostonmfo.com | St Mary’s Court, 20 Hill Street | Douglas | IM1 1EU | Isle of Man | Europe | https://www.linkedin.com/in/ralph-mccormack-8703784b/ | Family Offices, Luxury Assets, eCommerce, Immigration, Corporate Clients, Property | 2.002 | https://www.linkedin.com/company/boston-group-ltd/ | https://bostonmfo.com/ | Boston is an independent, privately owned financial services group, which provides a range of bespoke services and business solutions to high net worth individuals and their families. Boston was founded in 2002 as the family office for a wealthy family who wished to coordinate and enhance the management of their affairs. | MF | 356 21 341 858 | ||||||
| 194 | 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, Private Equity | 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 | Université Libre de Bruxelles (ULB) | https://www.linkedin.com/in/piotr-tyranowski-715b0a20/ | Real Estate, Luxury, Private Equity | 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 | ||||||
| 195 | Brainvest Wealth Management SA | Dany | Roizman | Founding Partner | Direct: 41 223 107 488 | 41 223 104 290 | dany@brainvest.ch | vamosfalar@brainvest.com | 3, Place Du Molard | Geneva | CH-1204 | Switzerland | Europe | Pontifícia Universidade Católica de São Paulo | https://www.linkedin.com/in/danyroizmanwealthmanagementfamilyoffice/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | ||||
| Brainvest Wealth Management SA | Fernando | Gelman | Partner | 55 (11) 3030-3120 | 41 22 310-4290 | fernando@brainvest.com | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | Escola Politécnica da USP | https://www.linkedin.com/in/fernando-gelman-4bb0ab31/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | ||||
| Brainvest Wealth Management SA | Dennis | Kac | Partner & CIO | Mobile: 55 (11) 93901-9939 | dennis@brainvest.com | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | Mauá Engineering Faculty / Harvard Business School | https://www.linkedin.com/in/dennis-kac-cfa-4543299/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | |||||
| Brainvest Wealth Management SA | Guilherme | Sanches | Head of Family Office Solutions | 55 (11) 3030-3120 | guilherme@brainvest.com | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | Private Equity, Real Estate | 2.003 | gprestes@terra.com.br | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | ||||||
| Brainvest Wealth Management SA | Jan | Karsten | Alternative Investments & Wealth Management | 55 (11) 3030-3120 | planejar@planejar.org.br | vamosfalar@brainvest.com | Rua dos Pinheiros, 870 - conjunto 123/124 | Sao Paulo | SP | 05422-001 | Brazil | South America | FGV - Fundação Getulio Vargas / MIT Professional Education | https://www.linkedin.com/in/jan-gunnar-karsten-cfa-cfp-b5a264/ | Private Equity, Real Estate | 2.003 | janana@uol.com.br | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | ||||
| Brainvest Wealth Management SA | Rodrigo | Faro | CEO at Brainvest US | Direct: (786) 860-9233 | rodrigo.faro@brainvest.com | vamosfalar@brainvest.com | 1221 Brickell Ave., Suite 1750 | Miami | FL | 33131 | United States of America | North America | University of Warwick | https://www.linkedin.com/in/rodrigosfaro/ | Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/brainvest/ | https://brainvest.com/ | Brainvest is a 100% independent multi-family office focused on Brazilian clients. | MF | |||||
| 196 | Brasil Wealth Management | Ana | Raissa da Silva | Partner | 55 (21) 2227-2191 | ana.raissa@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | |||||||
| Brasil Wealth Management | André | da Silva | Partner | 55 (21) 2227-2191 | andre.silva@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||||
| Brasil Wealth Management | Lidiane | Borges | Partner | 55 (21) 2227-2191 | lidiane.borges@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||||
| Brasil Wealth Management | Camila | Cristina Coelho Honorato | Partner | 55 (21) 2227-2191 | camila.honorato@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||||
| Brasil Wealth Management | Marceli | Maria de Moura Sant’Anna | Partner | 55 (21) 2227-2191 | marceli@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||||
| Brasil Wealth Management | Wallace | de Sousa | Partner | 55 (21) 2227-2191 | wallace.carlos@brasilwm.com.br | info@brasilwm.com.br | Avenida Ataulfo de Paiva, 1251, Sala 707, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | Real Estate | http://www.brasilwm.com.br/ | Brasil Wealth Management operates as a Multi Family Office firm in Sao Paulo and Rio de Janeiro, Brazil. | MF | Sao Paulo Office: Urussuí Office Tower - Rua Urussuí, 125 - Conj. 51 e 52 - 5º Andar, Itaim Bibi Sao Paulo 04542-050 Phone: 55 (11) 3078-6862 | ||||||||
| 197 | Breakwater Investments Inc. | April | Cotton | Chief Administrative Officer | acotton@breakwaterinvestments.ca | info@breakwaterinvestments.ca | 5135 Fairview Street | Burlington | ON | L7L 4W8 | Canada | North America | Western University | https://www.linkedin.com/in/april-cotton-80306959/ | Marine and Real Estate Sectors | $200M | https://www.linkedin.com/company/breakwater-investments-inc/ | https://breakwaterinvestments.ca/ | Breakwater Investments is a single-family office based in Burlington, Ontario, Canada. We seek to invest across a range of asset classes and industries with an emphasis on the marine and real estate sectors. Breakwater invests across the capital structure and we are able to work expeditiously with those seeking capital to structure a mutually beneficial transaction. We will also consider investing in funds managed by third parties with a proven track record of generating attractive risk-adjusted returns. Breakwater typically has a long-term investment horizon, but we will allocate opportunistically to take advantage of temporary dislocations as they arise. | SF | |||||
| 198 | Bremen Capital Group, Inc. | Rudi | Eyl | President | (954) 315-3617 | info@bremencapital.com | 1555 Bonaventure Blvd. | Weston | FL | 33326 | United States of America | North America | Baylor University - Hankamer School of Business / Harvard Business School | https://www.linkedin.com/in/rudi-eyl-81141720/ | Telecommunications, Food Industry, Printing & Packaging, Energy, Real Estate | 2.013 | http://www.bremencapital.com/ | BCG is a Florida based outpost multi-family office with its origins in Central America and track record in the food industry, satellite telecommunications, printing & packaging and alternative energy. BCG partners up with other groups of like-minded families that want to expand around growth, impact investing and family support. BCG in a proactive, confidential and client centered manner leads investments in privately held companies. With relationships and networking all over the world, BCG generates investment opportunities for larger single-family offices. BCG works closely with a trusted network of reputable service providers including registered investment advisors, lawyers, accountants, investment bankers and consultants to deliver coordinated services. BCG’s experience includes sourcing diverse solutions to: private investment, advanced planning, administrative services, lifestyle services and special projects. | MF | ||||||
| 199 | Briar Hall LLC | Robin | Munro | Vice President and Controller | (312) 676-0300 | (312) 254-8508 | rmunro@briarhall.com | 200 W Madison St., Suite 3400 | Chicago | IL | 60606 | United States of America | North America | Indiana University Northwest | https://www.linkedin.com/in/robin-munro-cpa-852aaa8/ | Financial sergvices, real estate, trust administration, investment partnerships, investment management & oversight, family governance | 2.005 | https://www.linkedin.com/company/briar-hall-llc | Briar Hall is a full service single family office. | SF | 190 S La Salle St., Suite 2100 Chicago, IL 60603 Phone: (312) 441-5999 | ||||
| Briar Hall LLC | Karla | Grams | Senior Financial Planner | (312) 676-0300 | (312) 254-8508 | kgrams@briarhall.com | 200 W Madison St., Suite 3400 | Chicago | IL | 60606 | United States of America | North America | University of Wisconsin-Madison | https://www.linkedin.com/in/karla-grams-2a74396/ | Financial sergvices, real estate, trust administration, investment partnerships, investment management & oversight, family governance | 2.005 | https://www.linkedin.com/company/briar-hall-llc | Briar Hall is a full service single family office. | SF | 190 S La Salle St., Suite 2100 Chicago, IL 60603 Phone: (312) 441-5999 | |||||
| 200 | Bright Enterprises | Frank | Nils Jelmert Jørgensen | Partner | Direct: (304) 872-3000, Ext. 270 | (304) 872-3040 | jelmert@brightwv.com | 200 Greenbrier Rd., P.O. Box 460 | Summersville | WV | 26651 | United States of America | North America | https://www.linkedin.com/in/frank-nils-jelmert-jørgensen-5581734/ | Coal, Oil and Gas properties, Venture Capital | 1.989 | https://brightwv.com/ | Bright Enterprises is a “Family Office” consisting of a significant group of privately held businesses headquartered in Summersville, West Virginia. Founded in 1959, Bright Enterprises’ investments and businesses are owned by William T. Bright, his family, family trusts and management. Much of the original capital for Bright Enterprises evolved from the sale of coal and manufacturing assets in 1989 and 1990. Current Bright Enterprises holdings include Winterplace Ski resort near Beckley, WV; substantial royalty interests in coal, oil and gas properties; a 55 million gallon per year ethanol production facility in Michigan; oil exploration and production businesses in Alberta, Canada; a chain of 24 hour personal fitness centers; Adventures on the Gorge, a whitewater rafting and other adventure activities business in Fayette County, WV; and, The Elk River Railroad, an 80-mile shortline railroad. | SF | ||||||
| 201 | Bright Equities, LLC | Paul | Thibodeaux | President & Managing Director | Direct: (972) 410-6406 | (972) 410-6601 | paul.thibodeaux@brightequities.com | 4400 State Highway 121, Suite 400 | Lewisville | TX | 75056 | United States of America | North America | Texas State University | https://www.linkedin.com/in/paul-thibodeaux-a076bb149/ | Real Estate Development, Commercial Real Estate, Golf, Hospitality, Financial Services | 2.013 | https://www.linkedin.com/company/bright-equities-llc/about/ | http://www.brightequities.com/ | Bright Equities is a family owned financial firm offering full family office services. Evolving from the Single Family office serving the needs of the Bright Family, Bright Equities provides resource management for select families. They also offer capital advisory services, investment and asset management solutions through their subsidiary Bright Wealth Management and risk management solutions through their subsidiary Bright Insurance Services. | SF | ||||
| Bright Equities, LLC | Stuart | Bright | Managing Director | Direct: (972) 410-6572 | (972) 410-6601 | stuart.bright@brightequities.com | 4400 State Highway 121, Suite 400 | Lewisville | TX | 75056 | United States of America | North America | SMU | https://www.linkedin.com/in/stuart-bright-4596326b/ | Real Estate Development, Commercial Real Estate, Golf, Hospitality, Financial Services | 2.013 | https://www.linkedin.com/company/bright-equities-llc/about/ | http://www.brightequities.com/ | Bright Equities is a family owned financial firm offering full family office services. Evolving from the Single Family office serving the needs of the Bright Family, Bright Equities provides resource management for select families. They also offer capital advisory services, investment and asset management solutions through their subsidiary Bright Wealth Management and risk management solutions through their subsidiary Bright Insurance Services. | SF | |||||
| Bright Equities, LLC | Mark | LaGrone | Vice-President & Senior Analyst | Direct: (972) 410-6409 | (972) 410-6601 | mark.lagrone@brightequities.com | 4400 State Highway 121, Suite 400 | Lewisville | TX | 75056 | United States of America | North America | Southern Methodist University | https://www.linkedin.com/in/marklagrone/ | Real Estate Development, Commercial Real Estate, Golf, Hospitality, Financial Services | 2.013 | https://www.linkedin.com/company/bright-equities-llc/about/ | http://www.brightequities.com/ | Bright Equities is a family owned financial firm offering full family office services. Evolving from the Single Family office serving the needs of the Bright Family, Bright Equities provides resource management for select families. They also offer capital advisory services, investment and asset management solutions through their subsidiary Bright Wealth Management and risk management solutions through their subsidiary Bright Insurance Services. | SF | |||||
| 202 | Broad Family Office | Eva | Chen | Director of Investment Operations | (310) 954-5058 | echen@broadfoundation.org | kdenne@broadfoundation.org | 300 S Grand Ave. | Los Angeles | CA | 90071 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/eva-chen-6113ab41/ | Real Estate, Private Equity | https://broadfoundation.org/ | The Broad Family Office, a Los Angeles, CA-based single-family office for Eli and Edythe Broad for the benefit of the Broad Foundation and its activities. The foundation focuses on improving the quality of elementary and secondary public education, particularly in large urban school districts across the United States. The family office is committed to both public and private equity investments, spanning various sectors, regions, and asset classes. It actively engages in alternative investments, including hedge funds, private equity, real estate, and direct investments. With a preference for established managers and a minimum track record requirement, the Broad Foundation takes a diligent approach to its investment decisions. The family office maintains a strong internal investment team and closely manages its investments in-house, ensuring a focused and strategic approach. | SF | ||||||
| Broad Family Office | Ashley | Dennig | Director of Investments | (310) 954-5058 | adennig@broadfoundation.org | kdenne@broadfoundation.org | 300 S Grand Ave. | Los Angeles | CA | 90071 | United States of America | North America | Princeton University | https://www.linkedin.com/in/ashley-dennig/ | Real Estate, Private Equity | https://broadfoundation.org/ | The Broad Family Office, a Los Angeles, CA-based single-family office for Eli and Edythe Broad for the benefit of the Broad Foundation and its activities. The foundation focuses on improving the quality of elementary and secondary public education, particularly in large urban school districts across the United States. The family office is committed to both public and private equity investments, spanning various sectors, regions, and asset classes. It actively engages in alternative investments, including hedge funds, private equity, real estate, and direct investments. With a preference for established managers and a minimum track record requirement, the Broad Foundation takes a diligent approach to its investment decisions. The family office maintains a strong internal investment team and closely manages its investments in-house, ensuring a focused and strategic approach. | SF | |||||||
| Broad Family Office | Amanda | Hay | Investment Operations Associate | (310) 954-5058 | ahay@broadfoundation.org | kdenne@broadfoundation.org | 300 S Grand Ave. | Los Angeles | CA | 90071 | United States of America | North America | Baylor University | https://www.linkedin.com/in/amandaehay/ | Real Estate, Private Equity | https://broadfoundation.org/ | The Broad Family Office, a Los Angeles, CA-based single-family office for Eli and Edythe Broad for the benefit of the Broad Foundation and its activities. The foundation focuses on improving the quality of elementary and secondary public education, particularly in large urban school districts across the United States. The family office is committed to both public and private equity investments, spanning various sectors, regions, and asset classes. It actively engages in alternative investments, including hedge funds, private equity, real estate, and direct investments. With a preference for established managers and a minimum track record requirement, the Broad Foundation takes a diligent approach to its investment decisions. The family office maintains a strong internal investment team and closely manages its investments in-house, ensuring a focused and strategic approach. | SF | |||||||
| 203 | Brown Holdings Family Office | Bill | Meckert | Chief Family Officer & Board Member | (561) 655-3791 Ext. 0 | (561) 655-3099 | bill.meckert@gmail.com | 1300 Allendale Road | West Palm Beach | FL | 33405 | United States of America | North America | Arizona State University | https://www.linkedin.com/in/billmeckert/ | IT Services and Mobile Apps industries, Real Estate Development (land planning, construction, leasing and financing), Hotel & Restaurant (operations management, corporate strategy, development, and financing), Post-secondary education administration and leadership, Retail industry (operations, leasing, and construction), Private Equity Raising / Venture Capital; and Entertainment & Broadcasting. | 2.017 | info.brown@brown.com | Responsible for start-up and ongoing operations of this Family Office/Holding Company’s corporate office and professional staff, including income and estate tax planning, business and personal legal matters, financial and accounting issues, venture capital, operating company business operations and compliance, and strategic planning. | SF | |||||
| 204 | Brownhelm Capital, LLC | Mike | Dea | President | Direct: (440) 323-5491 Ext. 7286 | m.dea@trustetc.com | Cleveland | OH | United States of America | North America | Kent State University | https://www.linkedin.com/in/mike-dea-2867901/ | Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments | m.dea@trustetc.com | https://www.brownhelmcapital.com/ | Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries. Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. | SF | ||||||||
| Brownhelm Capital, LLC | Max | Weber | Director of Investment Strategy | Cleveland | OH | United States of America | North America | Weatherhead School of Management at Case Western Reserve University | https://www.linkedin.com/in/max-weber-77109122/ | Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments | https://www.brownhelmcapital.com/ | Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries. Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. | SF | ||||||||||||
| Brownhelm Capital, LLC | Stephanie | Guilfoyle | Controller | Cleveland | OH | United States of America | North America | Indiana University Bloomington | https://www.linkedin.com/in/stephanie-guilfoyle-65098981/ | Private Equity Fund, Venture Capital, Commercial Real Estate, Hedge Funds, Alternative Investments | https://www.brownhelmcapital.com/ | Brownhelm Capital is a single family office based in Cleveland, Ohio. We focus on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company’s capital structure, lifecycle, industry, and geography. Our firm and founding family have a long history and association with the financial services and real estate sectors, and we seek opportunities to be a value-added investor in these industries. Brownhelm Capital is led by an experienced team with significant investment and operational experience. We are backed by a pool of permanent capital, and have the flexibility to creatively structure investments to meet specific situations. | SF | ||||||||||||
| 205 | BRS PAR | Pablo | Ramos | BRSPAR Board Member | ramos.pablo@brspar.com | contact@brspar.com | Rua Alceu Amoroso Lima, 314 | Salvador | BA | 41820-770 | Brazil | South America | https://www.linkedin.com/in/pablo-ramos-429b2915/ | Stocks, Bonds, Loans, stock Market, Real Estate, Entertainment | 2.014 | Skype: brspar | https://brspar.com/ | MAM is an international multi family office with extensive experience in the areas of fiduciary administration, financial planning, investment allocation, risk management and tax and succession planning. The company works with a multidisciplinary team, with a global and strategic vision of the market scenario. In this way, achieving its mission: to protect, monetize and perpetuate the family heritage. With an excellent track record in the results achieved and full conviction of the potential for optimization existing in the family heritage, MAM allows 100% personalized modeling to its customers. The services offered by MAM are offered to ultra high net worth families, comprising: risk and pension management, investment advice, globalized solutions in wealth management, fiduciary & trust management, global family planning and wealth management. | MF | ||||||
| BRS PAR | Rafael | Bastos | Founding Board Member | Mobile: 55 (71) 99967-3507 | bastos.rafael@brspar.com | contact@brspar.com | Rua Alceu Amoroso Lima, 314 | Salvador | BA | 41820-770 | Brazil | South America | https://www.linkedin.com/in/dinheiroeinvestimentos/ | Stocks, Bonds, Loans, stock Market, Real Estate, Entertainment | 2.014 | rbarretobastos@gmail.com | Skype: rafaelbbastos | https://brspar.com/ | MAM is an international multi family office with extensive experience in the areas of fiduciary administration, financial planning, investment allocation, risk management and tax and succession planning. The company works with a multidisciplinary team, with a global and strategic vision of the market scenario. In this way, achieving its mission: to protect, monetize and perpetuate the family heritage. With an excellent track record in the results achieved and full conviction of the potential for optimization existing in the family heritage, MAM allows 100% personalized modeling to its customers. The services offered by MAM are offered to ultra high net worth families, comprising: risk and pension management, investment advice, globalized solutions in wealth management, fiduciary & trust management, global family planning and wealth management. | MF | |||||
| 206 | Bruellan S.A. | Steve | Schöeni | MFO Manager | Direct: 41 213 458 020 | 41 213 458 021 | sts@bruellan.ch | 18, Rue du Petit-Chêne | Lausanne | CH-1003 | Switzerland | Europe | University of Fribourg | https://www.linkedin.com/in/steve-schöni-268335/ | Fixed Income Funds, Equity Funds, Real Estate, Residential, Operating and Yield Property Investments | 1.991 | https://www.linkedin.com/company/bruellan-s-a-/ | https://www.bruellan.ch/ | Bruellan's Multi-Family Office department manages and administers your assets on the basis of a specific mandate. Wealth management and the Multi-Family Office are two generally separate activities; however, we can centralise them on demand. We offer concierge and life management services, private and professional, residences, staff and vehicles. We coordinate the monitoring of administrative and operational tasks to optimise your schedule. Bruellan distinguishes itself by taking charge of “hard assets”, such as art, real estate or antique vehicles. Today, they hold a significant place in personal assets and can generate sizeable capital gains. Our experience in these fields, coupled with our partner’s network, allow us to offer you shrewd advice in this area. With our cutting-edge IT infrastructure, we can add these asset classes to a consolidated asset position. Hence, you will be able to see how your overall holdings are performing at all times. | MF | |||||
| Bruellan S.A. | Flavien | de Muralt | Partner Senior Relationship Manager | Direct: 41 228 171 814 | 41 228 171 844 | fdm@bruellan.ch | 5, rue Pedro-Meylan | Genève | CH-1208 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/flavien-de-muralt-6a352937/ | Fixed Income Funds, Equity Funds, Real Estate, Residential, Operating and Yield Property Investments | 1.991 | https://www.linkedin.com/company/bruellan-s-a-/ | https://www.bruellan.ch/ | Bruellan's Multi-Family Office department manages and administers your assets on the basis of a specific mandate. Wealth management and the Multi-Family Office are two generally separate activities; however, we can centralise them on demand. We offer concierge and life management services, private and professional, residences, staff and vehicles. We coordinate the monitoring of administrative and operational tasks to optimise your schedule. Bruellan distinguishes itself by taking charge of “hard assets”, such as art, real estate or antique vehicles. Today, they hold a significant place in personal assets and can generate sizeable capital gains. Our experience in these fields, coupled with our partner’s network, allow us to offer you shrewd advice in this area. With our cutting-edge IT infrastructure, we can add these asset classes to a consolidated asset position. Hence, you will be able to see how your overall holdings are performing at all times. | MF | ||||||
| Bruellan S.A. | Florian | Marini | Chief Investment Officer | Direct: 41 228 171 855 | 41 228 171 844 | flm@bruellan.ch | 5, rue Pedro-Meylan | Genève | CH-1208 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/florianmarini/ | Fixed Income Funds, Equity Funds, Real Estate, Residential, Operating and Yield Property Investments | 1.991 | https://www.linkedin.com/company/bruellan-s-a-/ | https://www.bruellan.ch/ | Bruellan's Multi-Family Office department manages and administers your assets on the basis of a specific mandate. Wealth management and the Multi-Family Office are two generally separate activities; however, we can centralise them on demand. We offer concierge and life management services, private and professional, residences, staff and vehicles. We coordinate the monitoring of administrative and operational tasks to optimise your schedule. Bruellan distinguishes itself by taking charge of “hard assets”, such as art, real estate or antique vehicles. Today, they hold a significant place in personal assets and can generate sizeable capital gains. Our experience in these fields, coupled with our partner’s network, allow us to offer you shrewd advice in this area. With our cutting-edge IT infrastructure, we can add these asset classes to a consolidated asset position. Hence, you will be able to see how your overall holdings are performing at all times. | MF | ||||||
| 207 | BSF Family Office | Blake | Fogel | 2nd Generation Family Member | (310) 451-4000 | blake@fogelre.com | 1310 Montana Ave. | Santa Monica | CA | 90403 | United States of America | North America | https://www.linkedin.com/in/blake-s-fogel-5aa03b26/ | Real Estate, Commercial Real Estate, Acquisitions, Dispositions | bsf@bsffo.com | http://www.fogelre.com/ | Mr. Fogel runs this single family office, managing the trusts of family members and allocating assets across asset classes to achieve asset diversification. Blake S. Fogel is the founder & chairman of BSF family office as well as the Fogel companies, including Fogel Real Estate, Corp. & Fogel Development, LLC. Mr. Fogel is a seasoned real estate professional with over 15 years of experience acquiring, managing, developing, owning and selling real estate nationally and internationally. Mr. Fogel established Fogel Real Estate to focus on local real estate opportunities, with a focus on the Westside of Los Angeles County. In addition to its development work, Fogel Real Estate has brokered several hundred million dollars in real estate leasing and sales transactions over the past few years, and repositioned 5 properties for owners on a fee basis. Mr. Fogel recently completed the retrofitting and development of a special use space in a high-profile location of Abbot Kinney for one of Southern California’s premier technology companies, as the managing member of the developer and owner of that project. Mr. Fogel is currently working on select hotel and retail projects in the Ocean Front Walk area of Venice, California, along with additional office and retail projects along Abbot Kinney. Projects are in various stages of planning, some of which are currently being readied for governmental submission. Recently, Mr. Fogel has become involved in several international projects that will transform local areas much as his domestic projects are transforming areas along Abbot Kinney. Fogel Real Estate’s Acquisitions are typically fund through a combination of personal funds, family funds and/or institutional investment funds with which Mr. Fogel has an ongoing relationship. Mr. Fogel is a member of the Board and Founding President of Open Temple, in Venice, California and of Entrepreneurs Organization, a global association of leading entrepreneurs; and is on the board of trustees of Maharishi University of Management (www.mum.edu). | SF | |||||||
| 208 | Buckland Capital Partners Ltd. | Mark | Thistlethwayte | Executive Chairman | 44 196 287-3300 | 44 196 287-3301 | mark@bucklandcapital.com | info@bucklandcapital.com | 20 Jewry Street, Winchester | Hampshire | SO23 8RZ | United Kingdom | Europe | University of Exeter | https://www.linkedin.com/in/mark-thistlethwayte-5ab14454/ | Private Equity, Asset Risk Management, Corporate Finance, Investment Management, Unquoted Equity, Property Development and Development Finance | 2.008 | http://www.bucklandcapital.com/ | Buckland Capital Partners was originally established as a family office in 2008 with the aim of managing and diversifying a family’s wealth. In the same year, Buckland formed a partnership with Chelverton Asset Management Ltd. The combined Companies' experience in risk management, investment structuring and corporate finance is employed to manage family assets efficiently through structures that enable investment in long term, high quality investments. | MF | |||||
| Buckland Capital Partners Ltd. | Sarah | Director | 44 196 287-3300 | 44 196 287-3301 | sarah@bucklandcapital.com | info@bucklandcapital.com | 20 Jewry Street, Winchester | Hampshire | SO23 8RZ | United Kingdom | Europe | Private Equity, Asset Risk Management, Corporate Finance, Investment Management, Unquoted Equity, Property Development and Development Finance | 2.008 | http://www.bucklandcapital.com/ | Buckland Capital Partners was originally established as a family office in 2008 with the aim of managing and diversifying a family’s wealth. In the same year, Buckland formed a partnership with Chelverton Asset Management Ltd. The combined Companies' experience in risk management, investment structuring and corporate finance is employed to manage family assets efficiently through structures that enable investment in long term, high quality investments. | MF | |||||||||
| Buckland Capital Partners Ltd. | Warren | Cann | Investment Director | 44 196 287-3300 | 44 196 287-3301 | warren@bucklandcapital.com | info@bucklandcapital.com | 20 Jewry Street, Winchester | Hampshire | SO23 8RZ | United Kingdom | Europe | EC | https://www.linkedin.com/in/warren-cann-83653614/ | Private Equity, Asset Risk Management, Corporate Finance, Investment Management, Unquoted Equity, Property Development and Development Finance | 2.008 | http://www.bucklandcapital.com/ | Buckland Capital Partners was originally established as a family office in 2008 with the aim of managing and diversifying a family’s wealth. In the same year, Buckland formed a partnership with Chelverton Asset Management Ltd. The combined Companies' experience in risk management, investment structuring and corporate finance is employed to manage family assets efficiently through structures that enable investment in long term, high quality investments. | MF | ||||||
| 209 | Büll Family Office | Tobias | Krauss | Managing Director & Head of Family Office | 49 151 7062 3155 | krauss@buellfamilygroup.de | Große Elbstraße 47 | Hamburg | 22767 | Germany | Europe | Harvard University | https://www.linkedin.com/in/tobias-krauss-79b71316/ | Real Estate Development, Climate-Intelligent Real Estate Management, Renewables, Start-Up Growth Financing, Venture Capital | €65M | https://corporate.misterspex.com/en/ | The Büll Family Office is a single-family office form Albert Büll's family headquartered in Hamburg. The main focus is on real estate development, climate-intelligent real estate management, renewables, start-up growth financing and venture capital. | SF | |||||||
| 210 | Burman Family Holdings | Vivek | Srivastava | Director of Investments | vivek.srivastava@hcah.in | 2nd Floor, Express Building, 9-10, Bahadur Shah Zafar Marg | New Delhi | 110002 | India | Asia | Indian Institute of Technology, Delhi | https://www.linkedin.com/in/vivek-srivastava-/ | Healthcare, Financial Services, Hospitality, Education, Media | $12B | https://www.hcah.in/ | https://burmanfh.com/ | Burman Family Holdings is the strategic investment platform of the Burman Family, the control shareholders of the Dabur Group. Dabur was founded in 1884 by Dr. S.K. Burman and is today one of the largest Indian Fast Moving Consumer Good Company in India with over US$1 billion in revenue and a market capitalization of over US$12 billion. We are long-term, active investors with a focus on investments in early-stage companies that we believe will become leaders in their respective industries. We are looking for investment opportunities in businesses primarily in the areas of Healthcare, Financial Services, Hospitality, Education, and Media. | SF | |||||||
| Burman Family Holdings | Abhas | Gupta | Executive Director of Investments | agupta@burmanfh.com | 2nd Floor, Express Building, 9-10, Bahadur Shah Zafar Marg | New Delhi | 110002 | India | Asia | Netaji Subhas Institute of Technology | https://www.linkedin.com/in/abhas-gupta-b04b4414/ | Healthcare, Financial Services, Hospitality, Education, Media | $12B | https://www.linkedin.com/company/burman-family-holdings/ | https://burmanfh.com/ | Burman Family Holdings is the strategic investment platform of the Burman Family, the control shareholders of the Dabur Group. Dabur was founded in 1884 by Dr. S.K. Burman and is today one of the largest Indian Fast Moving Consumer Good Company in India with over US$1 billion in revenue and a market capitalization of over US$12 billion. We are long-term, active investors with a focus on investments in early-stage companies that we believe will become leaders in their respective industries. We are looking for investment opportunities in businesses primarily in the areas of Healthcare, Financial Services, Hospitality, Education, and Media. | SF | ||||||||
| Burman Family Holdings | Kumar | Saurabh | Director of Investments | kumar.saurabh@burmanhospitality.com | 2nd Floor, Express Building, 9-10, Bahadur Shah Zafar Marg | New Delhi | 110002 | India | Asia | Indian Institute of Management Ahmedabad | https://www.linkedin.com/in/kumarsaurabh01/ | Healthcare, Financial Services, Hospitality, Education, Media | $12B | https://burmanhospitality.com/ | https://burmanfh.com/ | Burman Family Holdings is the strategic investment platform of the Burman Family, the control shareholders of the Dabur Group. Dabur was founded in 1884 by Dr. S.K. Burman and is today one of the largest Indian Fast Moving Consumer Good Company in India with over US$1 billion in revenue and a market capitalization of over US$12 billion. We are long-term, active investors with a focus on investments in early-stage companies that we believe will become leaders in their respective industries. We are looking for investment opportunities in businesses primarily in the areas of Healthcare, Financial Services, Hospitality, Education, and Media. | SF | ||||||||
| 211 | 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 | University of Melbourne | https://www.linkedin.com/in/greg-thompson-745a7333/ | Private Equity, Venture Capital, Agribusiness, Food Security, Wealth, Funds Management, Real Estate, Property Real Estate Development, Investment, Financing, Philanthropy, Family Office Services | 1.926 | https://burnhamgroup.com.au/ | The Burnham Group is a private family office and investment group first established in 1926. The Group seeks investment opportunities across all asset classes and has experience in property, property development and financing, asset management, private equity and other medium to long-term investments. We also provide a broad range of customised family office services and focus on a number of philanthropic vehicles. | SF | ||||||
| 212 | BW Consulting, Inc. | Brian | Weiner | President & CEO | Office: (310) 388-0018, Mobile: (310) 905-4455 | bweiner@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/brian-weiner-549166/ | Real Estate and Private Equity deals, sourcing GP and LP capital (club investing), identifying debt and strategic equity, deal due diligence and underwriting, tax efficient entity planning, and property/asset management services. | 2.012 | https://www.innovisefwa.com/biography?ID=3779 | BW Consulting, an independent, multi-family office providing conflict-free and unbiased advice to entrepreneurs, business owners and family offices. We specialize in establishing investment strategies/policies, sourcing/underwriting real estate and private equity deals, sourcing GP and LP capital (club investing), identifying debt and strategic equity, deal due diligence and underwriting, tax efficient entity planning, and property/asset management services. | MF | ||||||
| 213 | BWGI | Marcia | Freitas | Director | 55 (11) 2663-2855 | lgpd@bwgi.com.br | ri@bwgi.com.br | Av. Brg. Faria Lima, 4440 - 15º Andar - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | UERJ | https://www.linkedin.com/in/marcia-freitas-238725a/ | Equities, Fixed-Income, Private Investments (Private Equity and Real Estate), Asset Allocation, Risk Management | https://www.linkedin.com/company/bw-gestão-de-investimentos/ | https://www.bwgi.com.br/ | BW is the largest single family office in Brazil, responsible for managing the assets of the Moreira Salles family. Among other investments, BW also participates in the control group of companies such as Alpargatas, Itaú and Companhia Brasileira de Metalurgia e Mineração. | SF | |||||
| BWGI | Tomaso | Menezes | Investment Professional | 55 (11) 2663-2855 | tomaso.menezes@bwgi.com.br | ri@bwgi.com.br | Av. Brg. Faria Lima, 4440 - 15º Andar - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | https://www.linkedin.com/in/tomaso-menezes-a066b2a/ | Equities, Fixed-Income, Private Investments (Private Equity and Real Estate), Asset Allocation, Risk Management | https://www.linkedin.com/company/bw-gestão-de-investimentos/ | https://www.bwgi.com.br/ | BW is the largest single family office in Brazil, responsible for managing the assets of the Moreira Salles family. Among other investments, BW also participates in the control group of companies such as Alpargatas, Itaú and Companhia Brasileira de Metalurgia e Mineração. | SF | |||||||
| 214 | Byron Financial LLC | William | Byron | Founder & Managing Partner | Direct: (704) 319-4075 | bbyron@byronfin.com | 6100 Fairview Rd., Suite 1150 | Charlotte | NC | 28210 | United States of America | North America | Technology, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, CDs | 1.986 | https://www.linkedin.com/company/byron-financial-llc/ | https://byronfin.com/ | Byron Financial is a private, independently managed asset management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We are a “Family CFO.” Our passion is giving our clients financial confidence. Our focus is on ultra-high net worth clients with first generation wealth. More than 76% of our client base has experienced a liquidity event, mostly the sale of a business, real estate or shares in a company. We have assisted several of these clients in advance and through the liquidation process, providing tax efficient strategies and valuable insight along the way. Our families, and the impact we have on our clients and their families, is what drives us everyday. | MF | |||||||
| Byron Financial LLC | Josh | Mayor | Partner, Director of Investments & Compliance | Direct: (704) 319-4071 | jmayor@byronfin.com | 6100 Fairview Rd., Suite 1150 | Charlotte | NC | 28210 | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/joshua-mayor-cpa-pfs-cfp-1791235/ | Technology, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, CDs | 1.986 | https://www.linkedin.com/company/byron-financial-llc/ | https://byronfin.com/ | Byron Financial is a private, independently managed asset management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We are a “Family CFO.” Our passion is giving our clients financial confidence. Our focus is on ultra-high net worth clients with first generation wealth. More than 76% of our client base has experienced a liquidity event, mostly the sale of a business, real estate or shares in a company. We have assisted several of these clients in advance and through the liquidation process, providing tax efficient strategies and valuable insight along the way. Our families, and the impact we have on our clients and their families, is what drives us everyday. | MF | ||||||
| Byron Financial LLC | Melissa | Weber | Director of Client Relationships | Direct: (704) 319-4080 | mweber@byronfin.com | 6100 Fairview Rd., Suite 1150 | Charlotte | NC | 28210 | United States of America | North America | University of Florida | https://www.linkedin.com/in/melissaweber778/ | Technology, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, CDs | 1.986 | https://www.linkedin.com/company/byron-financial-llc/ | https://byronfin.com/ | Byron Financial is a private, independently managed asset management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We are a “Family CFO.” Our passion is giving our clients financial confidence. Our focus is on ultra-high net worth clients with first generation wealth. More than 76% of our client base has experienced a liquidity event, mostly the sale of a business, real estate or shares in a company. We have assisted several of these clients in advance and through the liquidation process, providing tax efficient strategies and valuable insight along the way. Our families, and the impact we have on our clients and their families, is what drives us everyday. | MF | ||||||
| Byron Financial LLC | Stephanie | Bonsall | Director of Marketing | Direct: (704) 319-4075 | ssnyder@byronfin.com | 6100 Fairview Rd., Suite 1150 | Charlotte | NC | 28210 | United States of America | North America | Christopher Newport University | https://www.linkedin.com/in/stephanie-bonsall-6720739/ | Technology, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, CDs | 1.986 | https://www.linkedin.com/company/byron-financial-llc/ | https://byronfin.com/ | Byron Financial is a private, independently managed asset management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. We are a “Family CFO.” Our passion is giving our clients financial confidence. Our focus is on ultra-high net worth clients with first generation wealth. More than 76% of our client base has experienced a liquidity event, mostly the sale of a business, real estate or shares in a company. We have assisted several of these clients in advance and through the liquidation process, providing tax efficient strategies and valuable insight along the way. Our families, and the impact we have on our clients and their families, is what drives us everyday. | MF | ||||||
| 215 | C.M. Capital Corporation | Bruce | Madding | Chief Executive Officer and Chief Investment Officer | (650) 326-6480 | (650) 325-4762 | bmadding@ccapital.com | 525 University Avenue, Suite 200 | Palo Alto | CA | 94301 | United States of America | North America | https://www.linkedin.com/in/bruce-madding-86325915/ | Alternative Asset Classes including Venture Capital, Private Equity, Hedge Funds, Real Estatem Stocks and Commodities. | 1.969 | $1B | https://www.ccapital.com/ | CMC is the sigle-family office to the Cha Family and the Cha Group of affiliated companies. | SF | |||||
| 216 | C.M. Capital Management | Bruce | Madding | President, Chief Executive Officer and Chief Investment Officer | (650) 326-6480 | (650) 325-4762 | bruce@cmcapitaladvisors.com | 525 University Avenue, Suite 200 | Palo Alto | CA | 94301 | United States of America | North America | https://www.linkedin.com/in/bruce-madding-b3085332/ | Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds | 2.007 | $840M | https://www.linkedin.com/company/cm-capital-advisors/ | https://www.ccapital.com/ | C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. | MF | ||||
| C.M. Capital Management | Fernando | Sucre | Chief Executive Officer & Vice-Chairman | (650) 326-6480 | (650) 325-4762 | fernando@cmcapitaladvisors.com | 525 University Avenue, Suite 200 | Palo Alto | CA | 94301 | United States of America | North America | UCLA | https://www.linkedin.com/in/fernando-sucre-a3311a116/ | Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds | 2.007 | $840M | https://www.linkedin.com/company/cm-capital-advisors/ | https://www.ccapital.com/ | C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. | MF | ||||
| C.M. Capital Management | Nicole | Belytschko | Director, Private Equity | (650) 326-6480 | (650) 325-4762 | nicole@cmcapitaladvisors.com | 525 University Avenue, Suite 200 | Palo Alto | CA | 94301 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/nicole-belytschko-1377361/ | Real Estate, Alternative Asset Classes including Venture Capital, Private Equity and Hedge Funds | 2.007 | $840M | https://www.linkedin.com/company/cm-capital-advisors/ | https://www.ccapital.com/ | C.M. Capital Corporation began in 1969 as a firm to manage the Cha family’s real estate investments in the United States and significantly grew over time. We assist and advise on hundreds of global investments in all asset classes. Our unique perspective, stemming from our history as a family office and over 45 years of investment management experience, gives us a particular insight to the long term investment needs of our individual clients. Our family office heritage and the long history of our investment experience, have allowed us to cultivate and develop strong relationships with funds and investment managers worldwide. | MF | ||||
| 217 | Cabot-Wellington, LLC | Katherine | McHugh | Executive Director | (617) 226-7505 | (617) 451-1733 | kmchugh@cabotwellington.com | info@cabotwellington.com | 70 Federal Street, 7th Floor | Boston | MA | 02110 | United States of America | North America | https://www.linkedin.com/in/katherine-mchugh-6727144/ | Private equity, Venture Capital, Real Estate, Alternative Investments | 1.996 | $500M | kmchugh@cabwel.com, info@cabwel.com | https://cabotwellington.com/ | Cabot-Wellington, LLC is a single-family office founded in 1996 to serve the needs of the descendants of Thomas D. and Virginia Wellington Cabot. | SF | |||
| Cabot-Wellington, LLC | Joan | Whelton | Executive Director | (617) 451-1744 | (857) 239-9724 | jwhelton@cabotwellington.com | info@cabotwellington.com | 22 Batterymarch Street, 2nd Floor | Boston | MA | 02109 | United States of America | North America | https://www.linkedin.com/in/joan-whelton-14287015/ | Private equity, Venture Capital, Real Estate, Alternative Investments | 1.996 | $500M | jwhelton@cabwel.com, info@cabwel.com | https://cabotwellington.com/ | Cabot-Wellington, LLC is a single-family office founded in 1996 to serve the needs of the descendants of Thomas D. and Virginia Wellington Cabot. | SF | ||||
| 218 | Callais Capital Management, LLC | Mark | Graffagnini | Partner | (985) 492-2323 | mark@callaiscapital.com | 102 St Louis St., Suite 200 | Thibodaux | LA | 70301 | United States of America | North America | University of Redlands / Tulane University Law School | https://www.linkedin.com/in/mgraffagnini/ | Real Estate, Venture Capital, Direct Lending, Financial Technology, Software, Renewable Energy, Private Credit, Funding, Private Equity, Venture Capital | 2.014 | https://www.linkedin.com/company/callais-capital-management-llc/ | https://callaiscapital.com/ | The Callais family has developed investment strategies, operational values, and experience over the last four generations. With our key business partners, we have built businesses along the Third Coast, remaining dedicated to, and invested in, the economic prosperity of our community. Callais Capital Management was originally founded as a family office to manage our family’s legacy investments and to ensure capital preservation and growth. With the burgeoning startup ecosystem along the Third Coast and Mississippi River Valley, we saw an opportunity to develop infrastructure and strategy around a dedicated venture capital effort, leveraging our legacy of entrepreneurship and deep roots in a market underserved by targeted institutional investors. | SF | |||||
| Callais Capital Management, LLC | Corey | Callais | Managing Partner & Chairman | (985) 492-2323 | corey.callais@callaiscapital.com | 102 St Louis St., Suite 200 | Thibodaux | LA | 70301 | United States of America | North America | Real Estate, Venture Capital, Direct Lending, Financial Technology, Software, Renewable Energy, Private Credit, Funding, Private Equity, Venture Capital | 2.014 | https://www.linkedin.com/company/callais-capital-management-llc/ | https://callaiscapital.com/ | The Callais family has developed investment strategies, operational values, and experience over the last four generations. With our key business partners, we have built businesses along the Third Coast, remaining dedicated to, and invested in, the economic prosperity of our community. Callais Capital Management was originally founded as a family office to manage our family’s legacy investments and to ensure capital preservation and growth. With the burgeoning startup ecosystem along the Third Coast and Mississippi River Valley, we saw an opportunity to develop infrastructure and strategy around a dedicated venture capital effort, leveraging our legacy of entrepreneurship and deep roots in a market underserved by targeted institutional investors. | SF | ||||||||
| Callais Capital Management, LLC | Nicholas | Callais | Venture Partner, CFO & CCO | (985) 492-2323 | nick@callaiscapital.com | 102 St Louis St., Suite 200 | Thibodaux | LA | 70301 | United States of America | North America | Tulane University | https://www.linkedin.com/in/nicholascallais/ | Real Estate, Venture Capital, Direct Lending, Financial Technology, Software, Renewable Energy, Private Credit, Funding, Private Equity, Venture Capital | 2.014 | https://www.linkedin.com/company/callais-capital-management-llc/ | https://callaiscapital.com/ | The Callais family has developed investment strategies, operational values, and experience over the last four generations. With our key business partners, we have built businesses along the Third Coast, remaining dedicated to, and invested in, the economic prosperity of our community. Callais Capital Management was originally founded as a family office to manage our family’s legacy investments and to ensure capital preservation and growth. With the burgeoning startup ecosystem along the Third Coast and Mississippi River Valley, we saw an opportunity to develop infrastructure and strategy around a dedicated venture capital effort, leveraging our legacy of entrepreneurship and deep roots in a market underserved by targeted institutional investors. | SF | ||||||
| 219 | Callan Family Office | Thomas | Raymond | Partner, Investment Management | (877) 506-7990 | traymond@callanfo.com | 201 King of Prussia Road, Suite 650 | Radnor | PA | 19087 | United States of America | North America | Penn State University | https://www.linkedin.com/in/thomas-raymond-cfa-b18a955/ | Real Estate, Technology Startups, Select Venture Capital, Private Equity Funds | 2.022 | https://www.linkedin.com/company/callan-family-office/ | https://callanfamilyoffice.com/ | The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. | MF | |||||
| Callan Family Office | Jack | Ginter | Chief Executive Officer & Founding Partner | (877) 506-7990 | jginter@callanfo.com | 201 King of Prussia Road, Suite 650 | Radnor | PA | 19087 | United States of America | North America | Saint Joseph's University | https://www.linkedin.com/in/jack-ginter-70276773/ | Real Estate, Technology Startups, Select Venture Capital, Private Equity Funds | 2.022 | https://www.linkedin.com/company/callan-family-office/ | https://callanfamilyoffice.com/ | The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. | MF | ||||||
| Callan Family Office | RaeAnn | Mitrione | Investment Management & Founding Partner | (877) 506-7990 | rmitrione@callanfo.com | 201 King of Prussia Road, Suite 650 | Radnor | PA | 19087 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/raeann-mitrione-cfa-b016503/ | Real Estate, Technology Startups, Select Venture Capital, Private Equity Funds | 2.022 | https://www.linkedin.com/company/callan-family-office/ | https://callanfamilyoffice.com/ | The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. | MF | ||||||
| Callan Family Office | Stephen | Trempe | Investment Management & Partner | (877) 506-7990 | strempe@callanfo.com | 201 King of Prussia Road, Suite 650 | Radnor | PA | 19087 | United States of America | North America | Bucknell University | https://www.linkedin.com/in/stephen-trempe-cfa-7298a53/ | Real Estate, Technology Startups, Select Venture Capital, Private Equity Funds | 2.022 | https://www.linkedin.com/company/callan-family-office/ | https://callanfamilyoffice.com/ | The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. | MF | ||||||
| 220 | Camelot Family Office | Alex | Fenkell | Director | (248) 741-5100 | alex.fenkell@smiledirectclub.com | info@camelotvg.com | 222 Lakeview Avenue, Suite 1550 | West Palm Beach | FL | 33401 | United States of America | North America | https://www.linkedin.com/in/alex-fenkell/ | Real Estate, Equities, Fixed Income, e-Commerce, Health and Fitness, Technology, Healthcare and other core businesses | afenkell@smiledirectclub.com, alex@smiledirectclub.com | https://www.linkedin.com/company/camelot-venture-group/ | https://www.camelotvg.com/ | Camelot Venture Group is a private investment group and family office owned and managed by our Principals. We invest primarily in direct to consumer growth-oriented companies including e-commerce, health and fitness, technology, healthcare and other core businesses. Our focus is providing capital and operational expertise to dynamic and disruptive growth companies. | SF | |||||
| Camelot Family Office | Jordan | Katzman | Director | (248) 741-5100 | jordan.katzman@smiledirectclub.com | info@camelotvg.com | 222 Lakeview Avenue, Suite 1550 | West Palm Beach | FL | 33401 | United States of America | North America | Real Estate, Equities, Fixed Income, e-Commerce, Health and Fitness, Technology, Healthcare and other core businesses | jordan@smiledirectclub.com | https://www.linkedin.com/company/camelot-venture-group/ | https://www.camelotvg.com/ | Camelot Venture Group is a private investment group and family office owned and managed by our Principals. We invest primarily in direct to consumer growth-oriented companies including e-commerce, health and fitness, technology, healthcare and other core businesses. Our focus is providing capital and operational expertise to dynamic and disruptive growth companies. | SF | |||||||
| Camelot Family Office | David | Katzman | Founder & Managing Partner | (248) 741-5100 | dkatzman@camelotvg.com | info@camelotvg.com | 222 Lakeview Avenue, Suite 1550 | West Palm Beach | FL | 33401 | United States of America | North America | Michigan State University | https://www.linkedin.com/in/david-katzman-38568516/ | Real Estate, Equities, Fixed Income, e-Commerce, Health and Fitness, Technology, Healthcare and other core businesses | https://www.linkedin.com/company/camelot-venture-group/ | https://www.camelotvg.com/ | Camelot Venture Group is a private investment group and family office owned and managed by our Principals. We invest primarily in direct to consumer growth-oriented companies including e-commerce, health and fitness, technology, healthcare and other core businesses. Our focus is providing capital and operational expertise to dynamic and disruptive growth companies. | SF | ||||||
| Camelot Family Office | Steve | Cicurel | Chief Development Officer | (248) 741-5100 | scicurel@camelotvg.com | info@camelotvg.com | 222 Lakeview Avenue, Suite 1550 | West Palm Beach | FL | 33401 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/steve-cicurel-96604a14/ | Real Estate, Equities, Fixed Income, e-Commerce, Health and Fitness, Technology, Healthcare and other core businesses | https://www.linkedin.com/company/camelot-venture-group/ | https://www.camelotvg.com/ | Camelot Venture Group is a private investment group and family office owned and managed by our Principals. We invest primarily in direct to consumer growth-oriented companies including e-commerce, health and fitness, technology, healthcare and other core businesses. Our focus is providing capital and operational expertise to dynamic and disruptive growth companies. | SF | ||||||
| 221 | Candy Capital | Jessica | Patrick | Chief of Staff | 44 203 841-9600 | jpatrick@candycapital.com | info@candycapital.com | 49 Upper Brook Street, Mayfair | London | W1K 2BR | United Kingdom | Europe | Bournemouth University | https://www.linkedin.com/in/jessica-patrick-31597530/ | Real Estate, Interior Design, Fintech, Deep Tech and Augmented Reality, Digital Media, Consumer and Sports, Biotech, Water Infrastructure, Natural Resources | 2.015 | https://www.linkedin.com/company/candy-capital-limited/ | https://candycapital.com/ | Candy Capital is a privately-held family office established by British entrepreneur and businessman Nick Candy to manage his personal business interests and group of companies. The group businesses range from real estate and interior design, to the Candy Ventures portfolio of global investments in fintech, deep tech and augmented reality, digital media, consumer and sports, biotech, water infrastructure and natural resources. | SF | |||||
| Candy Capital | Marios | Pascoulis | Chief Financial Officer | 44 203 841-9600 | mpascoulis@candycapital.com | info@candycapital.com | 49 Upper Brook Street, Mayfair | London | W1K 2BR | United Kingdom | Europe | https://www.linkedin.com/in/marios-pascoulis-fcca-bb920971/ | Real Estate, Interior Design, Fintech, Deep Tech and Augmented Reality, Digital Media, Consumer and Sports, Biotech, Water Infrastructure, Natural Resources | 2.015 | https://www.linkedin.com/company/candy-capital-limited/ | https://candycapital.com/ | Candy Capital is a privately-held family office established by British entrepreneur and businessman Nick Candy to manage his personal business interests and group of companies. The group businesses range from real estate and interior design, to the Candy Ventures portfolio of global investments in fintech, deep tech and augmented reality, digital media, consumer and sports, biotech, water infrastructure and natural resources. | SF | |||||||
| Candy Capital | Nick | Candy | President & CEO | 44 203 841-9600 | mgoltyakova@candycapital.com | info@candycapital.com | 49 Upper Brook Street, Mayfair | London | W1K 2BR | United Kingdom | Europe | Birkbeck, University of London | https://www.linkedin.com/in/maria-goltyakova-06302ba/ | Real Estate, Interior Design, Fintech, Deep Tech and Augmented Reality, Digital Media, Consumer and Sports, Biotech, Water Infrastructure, Natural Resources | 2.015 | https://www.linkedin.com/company/candy-capital-limited/ | https://candycapital.com/ | Candy Capital is a privately-held family office established by British entrepreneur and businessman Nick Candy to manage his personal business interests and group of companies. The group businesses range from real estate and interior design, to the Candy Ventures portfolio of global investments in fintech, deep tech and augmented reality, digital media, consumer and sports, biotech, water infrastructure and natural resources. | SF | ||||||
| 222 | CANY Capital, LLC | Erika | Cramer | Partner | (415) 448-5040 | erika@canycap.com | 700 Larkspur Landing Circle, Suite 245 | Larkspur | CA | 94939 | United States of America | North America | University of California, Berkeley - School of Law | https://www.linkedin.com/in/erika-cramer-2034298/ | Hedge Funds, Private Equity/Real Estate, Limited Partnership, Fund of Funds, Alternative Investments | 2.018 | $400M | erika@howwomeninvest.com, info@howwomeninvest.com | https://www.howwomeninvest.com/ | https://atlantalife.com/erika-cramer/ | CANY Capital, LLC, a single-family office and the sister firm of Alternative Access Capital, LLC, a private placement firm raising institutional capital for alternative investment products. | SF | |||
| 223 | CAP Investissement SA | Thomas | Riccobono | contact@cap-invest.lu | Luxembourg | Luxembourg | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/thomas-riccobono-76587437/ | Private Equity, Equity Funds, Pedical Technology, Solar Panels, Solar Energy, Green Energy, Fuel, Aerospace, Tourism, Consumer Goods, Cosmetics, Residential Properties, Hotels, Hospitality, Real Estate | 2.014 | https://www.linkedin.com/company/cap-invest/ | https://www.cap-invest.lu/ | CAP Invest is a multi-family office dedicated to acquiring shares in high-potential companies in order to support them in their development. We ensure a complete independence thanks to investments exclusively realised with family equity. | MF | ||||||||||
| 224 | CapFund Group | Ovadiya | Ady Aharonoff | Principal & Chief Investment Officer | (718) 864-7787 | ovadiya@gmail.com | Sunny Isles Beach | FL | 33160 | United States of America | North America | University at Albany, SUNY | https://www.linkedin.com/in/ovadiya/ | Business Transactions, Real Estate, Corporate Finance, Banking, Healthcare, Sophisticated Restructuring, Private Equity | 2.011 | $30B | https://www.linkedin.com/in/investor-ady/ | https://www.linkedin.com/company/capfund-group-financial-investors/ | CapFund Group is a multi-family office and global merchant bank firm, with investments in over $30 billion in diversified investments, restructurings and financings spanning many different industries. Ovadiya Aharonoff is Chief Investment Officer and partner of a multi-family office and merchant banking organization that has been involved in more than $30 billion of investments and financings in business transactions, real estate, corporate finance, banking, healthcare, sophisticated restructuring and related fields. Mr. Aharonoff commenced his career in finance while working as a banker at JP Morgan Chase. He then transitioned into private equity. Over the years, Mr. Aharonoff has become an experienced financier as a Chief Investment Officer for private equity / family office direct investments into public and private companies. He has worked closely with investment funds, negotiated and structured complex debt and equity transactions on behalf of public and private companies across numerous industries. Mr. Aharonoff expertise includes identifying company investment opportunities seeking debt and equity financing, conventional bank financing, and unconventional bank financing for restructuring. His ability to identify merger or acquisitions on a stand alone basis or for add on value creation growth is a meaningful contribution to our approach for excellence, integrity, and highly personalized investments. For immediate review submit: -Compelling business plan/use of proceeds -Historical/Current/Projected financials -Balance sheet -Managment information -Asset coverage for funding needed (verifiable assets) -Projected annual cash flow minimum of $1m-$5m+ -No deal limit size -Early stage generally not of interest however firm contracts and/or proven management can be reviewed. 30k limit of connections reached on this profile, No new connections. FOLLOW ONLY this profile. 2nd profile is: https://www.linkedin.com/in/investor-ady/ | MF | |||||
| 225 | Capital Consult & Coaching | Kapé | Breukelaar | Founding Director | 31 204 002 044 | 31 206 964 288 | kapebreukelaar@capitalconsult.nl | info@capitalconsult.nl | Tesselschadestraat 20 | Amsterdam | 1054 ET | The Netherlands | Europe | Nyenrode Business University | https://www.linkedin.com/in/kapé-breukelaar-269544/ | Real Estate, Fashion, Retailer, Consumer | 1.996 | kape.breukelaar@amlon.com, contact@amlon.com | https://www.amlon.com/team | https://www.capitalconsult.nl/ | Capital Consult is a single family office. | SF | |||
| 226 | Capital Family Holdings, Inc. | Simon | Zolotarev | Founder & CEO | (512) 494-5331 | simon@capitalfamilyholdings.com | info@capitalfamilyholdings.com | 3101 Bee Caves Rd., Suite 325 | Austin | TX | 78746 | United States of America | North America | Michigan State University | https://www.linkedin.com/in/simonzolotarev/ | Hospitality Ventures, Oil & Gas, Ranch Land, Farm Operations, Real Estate, Business and Industrial Services, Assets, Business Services, Basic Consumer Services and Consumer Staples, Industrial Services and Equipment, Distribution, Oil & Gas Exploration & Production, Mineral and Mining Royalties, Industrials and Manufacturing, Infrastructure, Insurance and Various Financial Structures, Various Hard Assets, Multi-Family Real Estate | 2.008 | https://www.capitalfamilyholdings.com/ | CFH is a family-owned corporation based in Austin, TX. CFH has a broad investment mandate, making opportunistic investments in both public and private opportunities across various industries and assets. We typically invest with an indefinite holding period, and as a wholly owned company with significant liquidity, we are typically able to execute in an expeditious manner under various structures. For private opportunities we look to either work with companies that are facing liquidity or capital needs or to partner with management teams that have or desire significant equity stakes in their businesses. We have historically invested both domestically and internationally across multiple sectors and asset classes, and are looking to invest in businesses that want advance to the next level either through efficiency gains or revenue growth. Our executives have decades of experience successfully founding, operating, acquiring, and selling businesses in multiple industries and are able to serve as advisors to management. | MF | |||||
| 227 | Capital-38 | Sami | Saeed | Director | 44 207 722-7733 | samisaeed02@gmail.com | Prince Albert House, 2 Kingsmill Terrace, St John's Wood | London | NW8 6BN | United Kingdom | Europe | Marymount California University | https://www.linkedin.com/in/sami-m-a-saeed/ | Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice | 2.019 | https://www.linkedin.com/company/capital-38/ | https://www.capital-38.com/ | Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. | SF | ||||||
| Capital-38 | Minesh | Patel | Investment Manager | 44 207 722-7733 | minesh.patel@capital-38.com | Prince Albert House, 2 Kingsmill Terrace, St John's Wood | London | NW8 6BN | United Kingdom | Europe | University of Essex | https://www.linkedin.com/in/mineshppatel3/ | Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice | 2.019 | https://www.linkedin.com/company/capital-38/ | https://www.capital-38.com/ | Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. | SF | |||||||
| Capital-38 | Khalid | Sanad | Director Real Estate | 44 207 722-7733 | khalid.sanad@capital-38.com | Prince Albert House, 2 Kingsmill Terrace, St John's Wood | London | NW8 6BN | United Kingdom | Europe | Cairo University | https://www.linkedin.com/in/khalid-sanad-7104ba158/ | Real Estate, Liquidity Management, Alternative Investments, Securities, Legal Advice | 2.019 | https://www.linkedin.com/company/capital-38/ | https://www.capital-38.com/ | Headquartered in London, Capital-38 is a single family office focused on building, managing and protecting wealth across generations. | SF | |||||||
| 228 | Capital6 | Dinghan | Luo | Managing Director | dinghan@capital6.com | invest@capital6.com | 380 Winslow Way E, Suite 200 | Bainbridge Island | WA | 98110 | United States of America | North America | National University of Singapore / University of Washington - Michael G. Foster School of Business | https://www.linkedin.com/in/dinghanluo/ | Private Equity, Venture Capital, Real Estate, Technology, Private Markets | 2.019 | https://www.linkedin.com/company/cap6/ | https://capital6.com/ | Capital6 is the family office of Peter Vessenes, which oversees investments in traditional private equity, the permissionless future, and arts and culture. We believe. We believe in a permissionless future. We believe in the power of the collective to make change. We believe in the people who believe the world can be better. | SF | |||||
| Capital6 | Andrea | Nicholson | Comptroller | andrea@capital6.com | invest@capital6.com | 380 Winslow Way E, Suite 200 | Bainbridge Island | WA | 98110 | United States of America | North America | Gonzaga University | https://www.linkedin.com/in/alhnicholson/ | Private Equity, Venture Capital, Real Estate, Technology, Private Markets | 2.019 | https://www.linkedin.com/company/cap6/ | https://capital6.com/ | Capital6 is the family office of Peter Vessenes, which oversees investments in traditional private equity, the permissionless future, and arts and culture. We believe. We believe in a permissionless future. We believe in the power of the collective to make change. We believe in the people who believe the world can be better. | SF | ||||||
| Capital6 | Justin | Huang | Chief Of Operating Officer | justin@capital6.com | invest@capital6.com | 380 Winslow Way E, Suite 200 | Bainbridge Island | WA | 98110 | United States of America | North America | University of Notre Dame / Harvard Business School | https://www.linkedin.com/in/huangjustin93/ | Private Equity, Venture Capital, Real Estate, Technology, Private Markets | 2.019 | https://www.linkedin.com/company/cap6/ | https://capital6.com/ | Capital6 is the family office of Peter Vessenes, which oversees investments in traditional private equity, the permissionless future, and arts and culture. We believe. We believe in a permissionless future. We believe in the power of the collective to make change. We believe in the people who believe the world can be better. | SF | ||||||
| Capital6 | Peter | Vessenes | Founder & Chairman | peter@capital6.com | invest@capital6.com | 380 Winslow Way E, Suite 200 | Bainbridge Island | WA | 98110 | United States of America | North America | Brown University | https://www.linkedin.com/in/petervessenes/ | Private Equity, Venture Capital, Real Estate, Technology, Private Markets | 2.019 | https://www.linkedin.com/company/cap6/ | https://capital6.com/ | Capital6 is the family office of Peter Vessenes, which oversees investments in traditional private equity, the permissionless future, and arts and culture. We believe. We believe in a permissionless future. We believe in the power of the collective to make change. We believe in the people who believe the world can be better. | SF | ||||||
| 229 | CAPLINX LLC | Mark | Chiappara | CEO & Managing Partner | (212) 988-2000 | mark.chiappara@caplinx.com | info@caplinx.com | 1441 Brickell Ave., Suite 1007 | Miami | FL | 33131 | United States of America | North America | Washington and Lee University | https://www.linkedin.com/in/mark-chiappara-ba171033/ | Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds | 2.013 | https://www.linkedin.com/company/caplinx-advisors-llc/ | https://www.caplinx.com/ | CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. | MF | ||||
| CAPLINX LLC | Greg | Barrow | COO & Managing Director | (212) 988-2000 | greg@generalcapitalpartners.com | info@caplinx.com | 1441 Brickell Ave., Suite 1007 | Miami | FL | 33131 | United States of America | North America | Washington and Lee University | https://www.linkedin.com/in/barrowgreg/ | Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds | 2.013 | https://www.linkedin.com/company/caplinx-advisors-llc/ | https://www.caplinx.com/ | CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. | MF | |||||
| CAPLINX LLC | Sam | Malhotra | Senior Vice President | (212) 988-2000 | sam.malhotra@caplinx.com | info@caplinx.com | 1441 Brickell Ave., Suite 1007 | Miami | FL | 33131 | United States of America | North America | Stanford University | https://www.linkedin.com/in/sam-malhotra-bb44585/ | Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds | 2.013 | sam.malhotra@wealthfour.com | https://www.linkedin.com/company/caplinx-advisors-llc/ | https://www.caplinx.com/ | CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. | MF | ||||
| CAPLINX LLC | Lorenzo | Gatti | Managing Director | Direct: 49 69 46 092-66625 | lgatti@gatti-co.com | info@caplinx.com | 1441 Brickell Ave., Suite 1007 | Miami | FL | 33131 | United States of America | North America | https://www.linkedin.com/in/lorenzo-gatti-8160672/ | Private Bank Loan Verticals, Annviation, Marine, Artwork, Collectibles, Commercial Real Estate, Securities, Private Equity, Private Company Shares, Hedge Funds | 2.013 | https://www.gatti-co.com/ | https://www.caplinx.com/ | CAPLINX is a multi-family office that provides best-in-class financial products and services to entrepreneurs, HNW individuals, and their private companies. We are expert in a number of different private bank loan verticals including aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, private company shares, hedge funds, and select ABL lending structures. | MF | ||||||
| 230 | Capricorn Capital GmbH | Steven | Jan Stroband | Managing Partner | Direct: 41 797 037 477 | sj.stroband@capricorncapital.nl | info@capricorncapital.nl | Maliebaan 1oA | Utrecht | 3581 CN | The Netherlands | Europe | University of Groningen | https://www.linkedin.com/in/steven-jan-stroband-22a1496/ | Real Estate, being; residential real estate development), student housing (development) and care (development). | 2.011 | https://www.linkedin.com/company/capricorn-capital-group/ | https://www.capricorncapital.nl/ | Capricorn Capital Group is a private investment & management office investing for its shareholders and investors in direct real estate, being; residential (development), student housing (development) and care (development). Capricorn was established in 2011 in The Netherlands and comes forth out of a Family Office based in Basel, Switzerland. The Family Office is still connected to Capricorn Capital Group and provides certain Family Office services to a small number of clients and investors. | MF | |||||
| Capricorn Capital GmbH | Jean-Ton | Sprong | Partner | Direct: 31 653 746 232 | jt.sprong@capricorncapital.nl | info@capricorncapital.nl | Maliebaan 1oA | Utrecht | 3581 CN | The Netherlands | Europe | Utrecht University | https://www.linkedin.com/in/jsprong/ | Real Estate, being; residential real estate development), student housing (development) and care (development). | 2.011 | https://www.linkedin.com/company/capricorn-capital-group/ | https://www.capricorncapital.nl/ | Capricorn Capital Group is a private investment & management office investing for its shareholders and investors in direct real estate, being; residential (development), student housing (development) and care (development). Capricorn was established in 2011 in The Netherlands and comes forth out of a Family Office based in Basel, Switzerland. The Family Office is still connected to Capricorn Capital Group and provides certain Family Office services to a small number of clients and investors. | MF | ||||||
| Capricorn Capital GmbH | Bob | Bergmans | Partner | Direct: 31 653 785 894 | b.bergmans@capricorncapital.nl | info@capricorncapital.nl | Maliebaan 1oA | Utrecht | 3581 CN | The Netherlands | Europe | Real Estate, being; residential real estate development), student housing (development) and care (development). | 2.011 | https://www.linkedin.com/company/capricorn-capital-group/ | https://www.capricorncapital.nl/ | Capricorn Capital Group is a private investment & management office investing for its shareholders and investors in direct real estate, being; residential (development), student housing (development) and care (development). Capricorn was established in 2011 in The Netherlands and comes forth out of a Family Office based in Basel, Switzerland. The Family Office is still connected to Capricorn Capital Group and provides certain Family Office services to a small number of clients and investors. | MF | ||||||||
| Capricorn Capital GmbH | Gabriel | Boas | Chief Financial Officer & Head of Fund Management | Direct: 31 629 607 224 | g.boas@capricorncapital.nl | info@capricorncapital.nl | Maliebaan 1oA | Utrecht | 3581 CN | The Netherlands | Europe | Amsterdam University of Applied Sciences | https://www.linkedin.com/in/gabrielboas/ | Real Estate, being; residential real estate development), student housing (development) and care (development). | 2.011 | gabriel@towerinvest.com, office@towerinvest.com | http://www.towerinvest.com/ | https://www.capricorncapital.nl/ | Capricorn Capital Group is a private investment & management office investing for its shareholders and investors in direct real estate, being; residential (development), student housing (development) and care (development). Capricorn was established in 2011 in The Netherlands and comes forth out of a Family Office based in Basel, Switzerland. The Family Office is still connected to Capricorn Capital Group and provides certain Family Office services to a small number of clients and investors. | MF | |||||
| Capricorn Capital GmbH | Alexander | Steenaert | Partner | Direct: 31 653 848 559 | a.steenaert@capricorncapital.nl | info@capricorncapital.nl | Maliebaan 1oA | Utrecht | 3581 CN | The Netherlands | Europe | Utrecht University | https://www.linkedin.com/in/alexandersteenaert/ | Real Estate, being; residential real estate development), student housing (development) and care (development). | 2.011 | a.steenaert@mend.nl | https://mend.nl/en/advocaten/ | https://www.capricorncapital.nl/ | Capricorn Capital Group is a private investment & management office investing for its shareholders and investors in direct real estate, being; residential (development), student housing (development) and care (development). Capricorn was established in 2011 in The Netherlands and comes forth out of a Family Office based in Basel, Switzerland. The Family Office is still connected to Capricorn Capital Group and provides certain Family Office services to a small number of clients and investors. | MF | |||||
| 231 | CapStone Holdings Inc. | Ashley | Beal | Senior Vice President of Operations | (850) 321-5713 | ashley@capstoneholdingsinc.com | info@capstoneholdingsinc.com | 967 N Town & River Drive | Ft Myers | FL | 33919 | United States of America | North America | Florida State University - College of Business | https://www.linkedin.com/in/ashley-fierro-beal/ | High-Growth, Technology-based Industries, Cannabis, Real Estate, FinTech, Private Equity | ashbeal327@gmail.com | https://www.linkedin.com/company/capstone-holdings-inc/ | https://capstoneholdingsinc.com/ | CapStone Holdings is a private family office focused on high-growth, technology-based industries. The firm supplies private capital, and it stays actively engaged with its investments. Its portfolio spans multiple industries, including cannabis. | SF | ||||
| CapStone Holdings Inc. | Keith | Stone | Chairman | (850) 321-5713 | keith@capstoneholdingsinc.com | info@capstoneholdingsinc.com | 967 N Town & River Drive | Ft Myers | FL | 33919 | United States of America | North America | Oakland University | https://www.linkedin.com/in/keithjstonecapstone/ | High-Growth, Technology-based Industries, Cannabis, Real Estate, FinTech, Private Equity | https://www.gameabove.com/keith-stone | https://capstoneholdingsinc.com/ | CapStone Holdings is a private family office focused on high-growth, technology-based industries. The firm supplies private capital, and it stays actively engaged with its investments. Its portfolio spans multiple industries, including cannabis. | SF | ||||||
| 232 | Care4 AG | Frank | Hoelzle | Chief Executive Officer | 49 15 209 057 037 | Am Hohberg 3 | Freiburg im Breisgau | 79112 | Germany | Europe | The University of Freiburg | https://www.linkedin.com/in/frank-hoelzle-6434a65/ | Early Stage Venture, Late Stage Venture, Private Equity, Secondary Market, Seed, Venture, Internet, Software, Technology, Medical Systems | 1.997 | €175M | info@toskana-wein.com, info@paganidemarchi.com | https://toskana-wein.jimdo.com/ http://www.paganidemarchi.com/ | Care4 AG is the investment holding of the family office of Klaus R. Wecken. Care4 is a single family office located in Basel, investing in startup companies with high growth potential focusing on internet, software, technology, and medical systems in Germany and across Europe. Since 1974, Klaus R. Wecken has been founder, partner and chairman of various companies in Germany and Switzerland. From 1984, he was co-founder and director of KHK Software AG, Frankfurt am Main, which he sold to SAGE Group, Newcastle, UK, in 1997. From 1999, he was co-founder and principal shareholder of the real estate company Tivona AG, Basel, which was integrated through Jelmoli Holding AG, Zurich, into Swiss Prime Site Group in 2009. From 2001 to 2002, he was member of the Board of Directors of Jelmoli Holding AG, Zurich. Since 2007, he has built up more than 40 investments focused on fields such as the Internet, software and medical technology as well as real estate, through his family office Wecken & Cie, Basel. In the stock exchange-listed real estate sector, Klaus R. Wecken is major shareholder in Deutsche Mittelstands Real Estate AG (DEMIRE), Langen bei Frankfurt, (Germany), as well as Adler Real Estate AG, Berlin, (Germany), among other firms. Adler Real Estate AG acquired Fair Value REIT AG, Gräfeling, and Westgrund AG, Berlin (Germany) in previous years. Adler AG also acquired, developed and re-divested Accentro (formerly Estavis) AG, Berlin (Germany), at the end of 2017. Adler AG also acquired 25% of the shares in Conwert Immobilien Invest SE, Vienna (Austria) at the end of 2015 and re-sold the stake to Vonovia AG, Bochum, at the end of 2016. | SF | ||||||
| 233 | Carey AG | Beat | Haering | Executive Director & Managing Partner | Mobile: 41 791 371 275 | 41 434 991 155 | beat.haering@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | University of Wales | https://www.linkedin.com/in/beathaering/ | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | ||||
| Carey AG | Nicole | Flöthe | Executive Director & Partner | Mobile: 41 799 360 398 | 41 434 991 155 | nicole.floethe@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | The Martin Luther University of Halle-Wittenberg | https://www.linkedin.com/in/nicole-flöthe-844013117/ | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | |||||
| Carey AG | Rachel | Fowler Pedotti | Senior Trust Officer | Mobile: 41 765 830 320 | 41 434 991 155 | rachel.fowler@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | |||||||
| Carey AG | Nicole | Steiner | Senior Trust Officer | 41 434 991 144 | 41 434 991 155 | nicole.steiner@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | https://www.linkedin.com/in/nicole-steiner-4579491a3/ | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | ||||||
| Carey AG | Kripa | Sethuraman | Family Advisor | Mobile: 41 794 438 344 | 41 434 991 155 | kripa.sethuraman@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | University of Cambridge | https://www.linkedin.com/in/kripa-sethuraman/ | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | |||||
| Carey AG | Urs | Specker | Consultant | 41 434 991 144 | 41 434 991 155 | urs.specker@carey.ch | info@carey.ch | Alderstrasse 49 | Zurich | CH-8008 | Switzerland | Europe | https://www.linkedin.com/in/urs-specker-6838056/ | Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate, Technology | 2.003 | https://www.linkedin.com/company/carey-ag/ | https://carey.ch/ | CAREY Zurich, established in 2003, is an owner-managed Multi-Family Office and FINMA-licensed trustee company providing tailor-made functional structures to private clients, wealthy international families and corporates. Our clients can count on Swiss quality, high ethical standards, efficiency and trust. A legal structure helps to navigate deep, known or unknown territories and - with the skill of an experienced navigator - to defy the elements and react flexibly and quickly to set and keep the boat on course. Families are the foundation from which we grow, and, like each person, they are all individual. You do not choose your family and its heritage, but can shape its future with your actions. | MF | ||||||
| 234 | Carlú Empreendimentos e Participações Ltda. | Ricardo | Vantini | Chief Executive Officer | 55 (11) 2364 4085 | administrativo@carluempreendimentos.com.br | Av. Dr. Cardoso de Melo, 1340 - Vila Olimpia | Sao Paulo | SP | 04548-005 | Brazil | South America | https://www.linkedin.com/in/ricardo-vantini-8b62801/ | Real Estate | 2.009 | paralegal02@bexcell.com.br | https://www.carluempreendimentos.com.br/ | Carlu Empreendimentos, an Investment Holding and Single Family Office firm founded in 2009, exclusively to allocate the capital of its controlling shareholder. Our main asset is the suitability, and because of this, our business is conducted with the greatest possible degree of integrity, dynamism and transparency. Since the foundation we have been consistently growing, we have increased our scope and performance by diversifying our investments. Always seeking the preservation of capital. | SF | ||||||
| 235 | Carpa Patrimonial | Ian | Dubugras | Partner & Chief Executive Officer | 55 (11) 5633-2766 | 55 (11) 3578-9300 | ian.dubugras@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | Universidade Candido Mendes | https://www.linkedin.com/in/ian-dubugras-142610124/ | Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy | 2.015 | controladoria@carpapatrimonial.com.br | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | ||
| Carpa Patrimonial | Jaques | Wanderley | Partner, Patrimonial Services Director | 55 (11) 5633-2766 | 55 (11) 3578-9300 | jaques.wanderley@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | Universidade Presbiteriana Mackenzie | https://www.linkedin.com/in/jaques-wanderley-cfp®-3b621474/ | Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | ||||
| Carpa Patrimonial | Mariza | Gross | Partner | Direct: 55 (21) 2113-6820 | 55 (11) 3578-9300 | grossmariza@gmail.com | contato@carpapatrimonial.com.br | Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | UC Irvine | https://www.linkedin.com/in/mariza-gross-b99a2924/ | Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | ||||
| Carpa Patrimonial | Pedro | Lima Romeiro | Partner, Legal & Compliance Director | 55 (11) 5633-2766 | 55 (11) 3578-9300 | pedro.romeiro@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Av. Brigadeiro Faria Lima, 4300, 3º andar, Cj. 31 - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/pedroromeiro/ | Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | ||||
| Carpa Patrimonial | Celso | Colombo | Partner & CIO | 55 (21) 2525-2766 | 55 (11) 3578-9300 | celso.colombo@carpapatrimonial.com.br | contato@carpapatrimonial.com.br | Rua Visconde de Pirajá, 470 / 5º andar, Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | Ibmec | https://www.linkedin.com/in/celso-colombo-neto-99ba8645/ | Funds, Hedge Funds, Private Equity Funds, Venture Capital Funds, Alternative Investments, Real Estate, Technology, Energy | 2.015 | https://www.linkedin.com/company/carpa-patrimonial/ | https://carpapatrimonial.com.br/ | Carpa Patrimonial has an extensive track record in the financial and equity consulting segments for individuals and families. We are a multidisciplinary team, highly qualified and with more than 20 years of experience and history of success in the national and international financial market. We are a multi-family office, but with the spirit of a single family office. We offer complete solutions, covering investment management, estate planning and wealth management. We professionalize your personal life, so you can dedicate your time and talent to what you like best. | MF | ||||
| 236 | Carpe Diem Investments LLC | Johanna | Martell | Director of Real Estate | (646) 231-3629 | jcdeans@gmail.com | 747 3rd Ave., Floor 37 | New York | NY | 10017-2803 | United States of America | North America | Princeton University | https://www.linkedin.com/in/johanna-martell-08b7a217/ | Real Estate | 2.011 | Carpe Diem Investments, a NYC-based single family office. | SF | Headquarters 4230 Twin Yuccas Ln. Santa Fe, NM 87507-0839 United States | ||||||
| 237 | Carrera Family Office | Pascal | Proulx | President & CEO | pascal@carrerafamilyoffice.com | info@carrerafamilyoffice.com | Gatineau | QC | Canada | North America | Royal Military College of Canada/Collège militaire royal du Canada | https://www.linkedin.com/in/pascal-proulx-2a9196118/ | Carrera invests in communities (real estate) through active support of organizations that provide relief to citizens in need, particularly those requiring food and housing support. | https://www.linkedin.com/company/carrera-family-office/ | https://carrerafamilyoffice.com/ | Carrera is a single family office headquartered in gatineau that manages the investment interests of the pascal proulx family. We seek investment opportunities across asset classes with a focus on real estate, our goal is to have a positive impact on our communities. | SF | ||||||||
| 238 | Casadona Group | Franco | Donadeo | Office Management | (403) 265-7001 | (403) 265-7401 | mstrongman@casadonagroup.com | Suite 3140, 520 3rd Avenue SW | Calgary | AB | T2P 0R3 | Canada | North America | https://www.linkedin.com/in/franco-donadeo-2925aab8/ | Fixed Income, Equities, Commercial and Rental Residential Real Estate | 2.010 | $10M | mmaltais@casadonagroup.com | https://www.linkedin.com/company/casadona-group/ | http://www.casadonagroup.com/ | Casadona Group is the family office of the Donadeo family with its head office located in Calgary, Alberta. The Casadona Group of companies includes Casadona Investments Corp., Casadona Properties Inc., and Casadona Developments Ltd. The portfolio of assets in these entities are intended to provide a diversified portfolio of investments including fixed income, equities, commercial and rental residential real estate. The overriding strategy of the family office is underpinned with the desire to develop the internal human capital and resources to self-manage the portfolio of investments. The company is focused on providing competitive lower risk returns, targeted towards the long term inter-generational preservation of capital. | SF | |||
| 239 | Cascade Asset Management Company | Gary | Stentz | Managing Director | (425) 889-7900 | Mobile: (415) 717-8496 | gary.stentz@gmail.com | communications@CascadeAssetManagement.com | 2365 Carillon Point | Kirkland | WA | 98033 | United States of America | North America | The Ohio State University Fisher College of Business | https://www.linkedin.com/in/garystentz/ | Computer Science, Technology, Public Equity, Fixed Income, Alternative Markets of the United States, Commercial Real Estate | 1.994 | https://www.linkedin.com/company/cascade-asset-management-company/ | https://cascadeassetmanagement.com/ | Cascade Investment, the private holding company of Bill and Melinda Gates. The firm invests in the public equity, fixed income, and alternative markets of the United States. It also makes venture capital investments. | SF | |||
| 240 | Cat Trail Management | David | Dekker | Managing Partner | (203) 227-3518 | (203) 226-5516 | ddekker@cattrail.com | admin@cattrail.com | P.O. Box 190 | Westport | CT | 06881 | United States of America | North America | University of Rhode Island | https://www.linkedin.com/in/david-dekker-b18b246/ | Hedge, Real Estate, Private Equity, Secondary, and Venture Capital Funds, Merchant Banking | 2.004 | $2B | admin@dekker.org | https://www.linkedin.com/company/cattrail-capital-llc/ | https://www.cattrail.com/ | Cat Trail Management, a single-family office and partner in Cat Trail Capital (CTC), a private equity fund focused on technology, biotech and cleantech companies both in the private and public markets. Cat Trail’s investment philosophy is to manage a broadly diversified portfolio with the goal of capital appreciation, as well as the generation of trading profits. Using its proprietary asset allocation model, valuation framework and merchant baking philosophy, Cat Trail takes strategic positions in publicly traded securities, makes strategic placements with unique fund managers, oversees and manages a portfolio of real assets, and takes private equity interests in small to middle-market companies. | SF | |
| Cat Trail Management | Russell | Dekker | Partner | (203) 226-3152 | (203) 226-5516 | rdekker@cattrail.com | admin@cattrail.com | P.O. Box 190 | Westport | CT | 06881 | United States of America | North America | New York University | https://www.linkedin.com/in/russell-dekker-5604a77/ | Hedge, Real Estate, Private Equity, Secondary, and Venture Capital Funds, Merchant Banking | 2.004 | $2B | admin@dekker.org | https://www.linkedin.com/company/cattrail-capital-llc/ | https://www.cattrail.com/ | Cat Trail Management, a single-family office and partner in Cat Trail Capital (CTC), a private equity fund focused on technology, biotech and cleantech companies both in the private and public markets. Cat Trail’s investment philosophy is to manage a broadly diversified portfolio with the goal of capital appreciation, as well as the generation of trading profits. Using its proprietary asset allocation model, valuation framework and merchant baking philosophy, Cat Trail takes strategic positions in publicly traded securities, makes strategic placements with unique fund managers, oversees and manages a portfolio of real assets, and takes private equity interests in small to middle-market companies. | SF | ||
| Cat Trail Management | Andrew | Budinoff | Director of Portfolio Management and Trading | (203) 227-3518 | (203) 226-5516 | abudinoff@cattrail.com | admin@cattrail.com | P.O. Box 190 | Westport | CT | 06881 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/andrew-budinoff-8b541213/ | Hedge, Real Estate, Private Equity, Secondary, and Venture Capital Funds, Merchant Banking | 2.004 | $2B | admin@dekker.org | https://www.linkedin.com/company/cattrail-capital-llc/ | https://www.cattrail.com/ | Cat Trail Management, a single-family office and partner in Cat Trail Capital (CTC), a private equity fund focused on technology, biotech and cleantech companies both in the private and public markets. Cat Trail’s investment philosophy is to manage a broadly diversified portfolio with the goal of capital appreciation, as well as the generation of trading profits. Using its proprietary asset allocation model, valuation framework and merchant baking philosophy, Cat Trail takes strategic positions in publicly traded securities, makes strategic placements with unique fund managers, oversees and manages a portfolio of real assets, and takes private equity interests in small to middle-market companies. | SF | ||
| 241 | CATALPA GmbH & Co. KG | Martijn | Bödeker | Co-Founder & Managing Partner | 49 711 229-3163 | 49 322 2688 9036 | info@catalpa.co | Charlottenplatz 6 | Stuttgart | 70173 | Germany | Europe | London Business School | https://www.linkedin.com/in/martijn-bödeker-28a43028/ | Private Equity, Venture Capital, Real Estate | 2.013 | http://www.catalpa.co/ | CATALPA GmbH & Co. KG, a single-family office focused on investments in private equity, venture capital and real estate. | SF | ||||||
| CATALPA GmbH & Co. KG | Jeroen | van Agtmael | Managing Partner | 49 711 229-3163 | 49 322 2688 9036 | info@catalpa.co | Charlottenplatz 6 | Stuttgart | 70173 | Germany | Europe | American University | https://www.linkedin.com/in/jeroen-van-agtmael-07a72343/ | Private Equity, Venture Capital, Real Estate | 2.013 | http://www.catalpa.co/ | CATALPA GmbH & Co. KG, a single-family office focused on investments in private equity, venture capital and real estate. | SF | |||||||
| 242 | Catalyst Family Office, LLC | Ron | Gong | Managing Partner | (650) 210-5300 | ron@catalystfo.com | information@catalystfo.com | 625 Ellis Street, Suite 200 | Mountain View | CA | 94043 | United States of America | North America | California State University, Fresno | https://www.linkedin.com/in/ron-gong-97a39929/ | Real Estate, Aircraft, Vehicles and other Assets | 2.018 | https://www.linkedin.com/company/catalyst-family-office-llc/ | https://catalystfamilyoffice.com/ | Catalyst Family Office is a premier multi-family office that serves ultra-affluent entrepreneurs, venture capitalists, executives and their families. We originate from Silicon Valley’s first multi-family office, myCFO, where we defined this expertise since 1999. We are an independent firm with unbiased advice and thoughtful solutions. Great wealth brings complexity. We take your interdependent financial pieces and seamlessly bring them all together with full transparency in taxation, cash flows, financial reporting, and intergenerational impact. At Catalyst Family Office LLC, we are building the next generation of wealth management. Our multi-faceted approach is based upon a suite of services developed specifically for ultra-affluent clients. We bring together deep technical experience and high-touch client service. We understand and solve problems with strategic advice, care, and a sense of urgency. We work closely with clients to identify individual goals and specific needs and develop a comprehensive wealth strategy for each generation. We understand your complexity and will customize our deliverables to your specific family needs. | MF | ||||
| Catalyst Family Office, LLC | Teresa | Holland | Partner | (650) 210-5114 | teresa@catalystfo.com | information@catalystfo.com | 625 Ellis Street, Suite 200 | Mountain View | CA | 94043 | United States of America | North America | California State University, Northridge | https://www.linkedin.com/in/teresa-holland-49b6702a/ | Real Estate, Aircraft, Vehicles and other Assets | 2.018 | https://www.linkedin.com/company/catalyst-family-office-llc/ | https://catalystfamilyoffice.com/ | Catalyst Family Office is a premier multi-family office that serves ultra-affluent entrepreneurs, venture capitalists, executives and their families. We originate from Silicon Valley’s first multi-family office, myCFO, where we defined this expertise since 1999. We are an independent firm with unbiased advice and thoughtful solutions. Great wealth brings complexity. We take your interdependent financial pieces and seamlessly bring them all together with full transparency in taxation, cash flows, financial reporting, and intergenerational impact. At Catalyst Family Office LLC, we are building the next generation of wealth management. Our multi-faceted approach is based upon a suite of services developed specifically for ultra-affluent clients. We bring together deep technical experience and high-touch client service. We understand and solve problems with strategic advice, care, and a sense of urgency. We work closely with clients to identify individual goals and specific needs and develop a comprehensive wealth strategy for each generation. We understand your complexity and will customize our deliverables to your specific family needs. | MF | |||||
| Catalyst Family Office, LLC | Paula | Lo | Partner | (650) 210-5183 | paula@catalystfo.com | information@catalystfo.com | 625 Ellis Street, Suite 200 | Mountain View | CA | 94043 | United States of America | North America | https://www.linkedin.com/in/paula-lo-8839047/ | Real Estate, Aircraft, Vehicles and other Assets | 2.018 | https://www.linkedin.com/company/catalyst-family-office-llc/ | https://catalystfamilyoffice.com/ | Catalyst Family Office is a premier multi-family office that serves ultra-affluent entrepreneurs, venture capitalists, executives and their families. We originate from Silicon Valley’s first multi-family office, myCFO, where we defined this expertise since 1999. We are an independent firm with unbiased advice and thoughtful solutions. Great wealth brings complexity. We take your interdependent financial pieces and seamlessly bring them all together with full transparency in taxation, cash flows, financial reporting, and intergenerational impact. At Catalyst Family Office LLC, we are building the next generation of wealth management. Our multi-faceted approach is based upon a suite of services developed specifically for ultra-affluent clients. We bring together deep technical experience and high-touch client service. We understand and solve problems with strategic advice, care, and a sense of urgency. We work closely with clients to identify individual goals and specific needs and develop a comprehensive wealth strategy for each generation. We understand your complexity and will customize our deliverables to your specific family needs. | MF | ||||||
| Catalyst Family Office, LLC | Phyllis | Kempt | Administrative Partner | (650) 210-5300 | phyllis@catalystfo.com | information@catalystfo.com | 625 Ellis Street, Suite 200 | Mountain View | CA | 94043 | United States of America | North America | https://www.linkedin.com/in/phyllis-kempt-4162422/ | Real Estate, Aircraft, Vehicles and other Assets | 2.018 | https://www.linkedin.com/company/catalyst-family-office-llc/ | https://catalystfamilyoffice.com/ | Catalyst Family Office is a premier multi-family office that serves ultra-affluent entrepreneurs, venture capitalists, executives and their families. We originate from Silicon Valley’s first multi-family office, myCFO, where we defined this expertise since 1999. We are an independent firm with unbiased advice and thoughtful solutions. Great wealth brings complexity. We take your interdependent financial pieces and seamlessly bring them all together with full transparency in taxation, cash flows, financial reporting, and intergenerational impact. At Catalyst Family Office LLC, we are building the next generation of wealth management. Our multi-faceted approach is based upon a suite of services developed specifically for ultra-affluent clients. We bring together deep technical experience and high-touch client service. We understand and solve problems with strategic advice, care, and a sense of urgency. We work closely with clients to identify individual goals and specific needs and develop a comprehensive wealth strategy for each generation. We understand your complexity and will customize our deliverables to your specific family needs. | MF | ||||||
| 243 | Cathexis Holdings GP, LLC | Joey | Rinando | Chief Financial Officer | (713) 400-3334 | (713) 400-3365 | jrinando@cathexis.com | ContactUs@Cathexis.com | 1000 Louisiana Street, Suite 7000 | Houston | TX | 77002 | United States of America | North America | Lamar University | https://www.linkedin.com/in/joey-rinando-9a7987196/ | Energy, Real Estate, Private Equity, Food. We are a generalist firm with professionals who have experience in a wide variety of industries (energy, real estate, private equity). Generally, our equity commitments range from a low of $3-15mm+ when funding higher risk projects, to more than $100mm+ when buying established companies or financing the development of infrastructure / real estate. Within Private Equity; We are looking for more businesses to acquire. We are very open as to what sectors we invest in, our criteria is not sector dependent, but dependent on finding businesses which earn high returns on tangible assets, preferably have strong management in place, and will transact at reasonable valuations. We have recently (1H 2018) begun to fund early stage VC deals, as we wade into this new sector, our seed stage equity commitments are ranging from $100k to $1mm. In seed deals which end up having exceptionally high growth trajectories, we will consider investing up to $15 million in the Series A. | 2.010 | https://www.cathexis.com/ | http://cathexiscapital.com/ | Cathexis is a multi-strategy holding company based in Houston, Texas. We are the family office of the firm’s CEO. Cathexis’ organizational structure and permanent capital base provides significant advantages, including strong alignment with management teams, a long-term investment horizon, the ability to move quickly, and flexibility with transaction structures. | SF | |||
| Cathexis Holdings GP, LLC | William | Harrison | Chief Executive Officer | (713) 400-3334 | (713) 400-3365 | wharrison@cathexiscapital.com | ContactUs@Cathexis.com | 1000 Louisiana Street, Suite 7000 | Houston | TX | 77002 | United States of America | North America | https://www.linkedin.com/in/william-harrison-831753a/ | Energy, Real Estate, Private Equity, Food. We are a generalist firm with professionals who have experience in a wide variety of industries (energy, real estate, private equity). Generally, our equity commitments range from a low of $3-15mm+ when funding higher risk projects, to more than $100mm+ when buying established companies or financing the development of infrastructure / real estate. Within Private Equity; We are looking for more businesses to acquire. We are very open as to what sectors we invest in, our criteria is not sector dependent, but dependent on finding businesses which earn high returns on tangible assets, preferably have strong management in place, and will transact at reasonable valuations. We have recently (1H 2018) begun to fund early stage VC deals, as we wade into this new sector, our seed stage equity commitments are ranging from $100k to $1mm. In seed deals which end up having exceptionally high growth trajectories, we will consider investing up to $15 million in the Series A. | 2.010 | https://www.cathexis.com/ | http://cathexiscapital.com/ | Cathexis is a multi-strategy holding company based in Houston, Texas. We are the family office of the firm’s CEO. Cathexis’ organizational structure and permanent capital base provides significant advantages, including strong alignment with management teams, a long-term investment horizon, the ability to move quickly, and flexibility with transaction structures. | SF | |||||
| 244 | Cato Capital, LLC | Joshua | Smilowitz | VP of Acquisitions | Office: (203) 302-9772, Direct: (866) 730 6233 Ext. 6, Mobile: (860) 748 3107 | joshua.smilowitz@gmail.com | 31 Woodland St. | Hartford | CT | 06105 | United States of America | North America | University of Connecticut | https://www.linkedin.com/in/smilowitz/ | Real Estate | https://twitter.com/joshiewitz https://www.facebook.com/joshiewitz https://www.mylife.com/josh-smilowitz/joshsmilowitz?userMode=0 | Mr. Smilowitz is currently assisting single family offices with learning about and meeting other families and private, high net worth investors who generally stay under the radar and are not easily reachable. | SF | |||||||
| 245 | Cavalier Hill Enterprises | (646) 964-9405 | info@cavalierhill.com | 122 East 42nd Street, Room 735 | New York | NY | 10168 | United States of America | North America | Venture Capital, Angel Investing, IPO’s, Private Placements, Bridge Loans, Fixed Income, Real Estate, REI’s, Equity Lines, Corporate Financing, Mergers & Acquisitions | 2.009 | http://cavalierhill.com/ | Cavalier Hill Enterprises is a Multi Family Office with a management team that combines rigorous analytical skills with over 20 years of investment and financing experience. With a portfolio spanning the globe, and with no outside capital or investors, we approach all investments with a long-term perspective and are able to move quickly to close potential investments. We are actively looking for potential investments, regardless of type, size, or industry. | MF | Boca Raton Office: 516 D Lake Catalina Drive Boca Raton, FL 33496 | ||||||||||
| 246 | Cavendish Family Office | Mark | Estcourt | Chief Executive Officer | 44 203 371-3399 | mark@cavfo.com | 45 Hertford Street, Mayfair | London | W1J 7SN | United Kingdom | Europe | University of the West of England | https://www.linkedin.com/in/markestcourt/ | Tax & Structuring, Accounting, Investment Management, Real Estate, Commodities, Alternative Assets (Art, Cars, Jewelry and so on) as well as Concierge and Relocation | 2.016 | £1.2B | https://www.linkedin.com/company/cavendish-family-office-london/ | Cavendish Family Office is an independent and modern multi family office catering for entrepreneurial families from around the globe. | MF | ||||||
| 247 | CBP Quilvest S.A. | Marc | Manasterski | CEO & Chairman of the Executive Committee | 352 270 271 | 352 27 027 275 | marc.hoffmann@cbpquilvest.com | P.O. Box 1106 | Luxembourg | L-1011 | Luxembourg | Europe | https://www.linkedin.com/in/marc-hoffmann-9962a740/ | Real Estate, Private Equity | 1.917 | $38B | https://www.quilvestwealthmanagement.com/ | Quilvest Wealth Management is an independent banking entity providing a combination of traditional private wealth management, and bespoke client focused solutions, such as family office services. | MF | ||||||
| 248 | CDP Capital | Delano | Macêdo de Vasconcellos | Chief Executive Officer | 55 (85) 3224-8519 | delano@cdpcapital.com.br | contato@cdpcapital.com.br | Av. Santos Dumont, 2828 - Aldeota | Fortaleza | CE | 60150-162 | Brazil | South America | Federal University of Ceara | https://www.linkedin.com/in/delano-macêdo-2294b51/ | Credit, Real Estate, Private Equity | investimentos@solisinvestimentos.com.br | http://www.solisinvestimentos.com.br/ | http://cdpcapital.com.br/ | CDP Capital is a multi-family office that works strategically to preserve and increase the wealth of our clients in the long term, monitoring market conditions and investments in an agile and proactive manner, in line with the established risk and return goals. | MF | ||||
| CDP Capital | Leonardo | Santana | Analyst Controller | Mobile: 55 (85) 9840-0381 | leonardoholanda_0@hotmail.com | contato@cdpcapital.com.br | Av. Santos Dumont, 2828 - Aldeota | Fortaleza | CE | 60150-162 | Brazil | South America | Universidade Estadual do Ceará | https://www.linkedin.com/in/leonardoholanda04/ | Credit, Real Estate, Private Equity | investimentos@solisinvestimentos.com.br | http://www.solisinvestimentos.com.br/ | http://cdpcapital.com.br/ | CDP Capital is a multi-family office that works strategically to preserve and increase the wealth of our clients in the long term, monitoring market conditions and investments in an agile and proactive manner, in line with the established risk and return goals. | MF | |||||
| 249 | Celeres Investments | Kofi | Obeng | Managing Partner | 15 Upper Grosvenor Street, Mayfair | London | W1K 7PJ | United Kingdom | Europe | University at Albany, SUNY | https://www.linkedin.com/in/kofi-obeng-6318671b6/ | Venture Capital, Real Estate, Debt Finance, AI, Cybersecurity, Digital Health, FinTech, F&B and Logistics | 2.012 | $250M | enquiries@celeresinvestments.com | https://www.linkedin.com/company/celeres-investments/ | https://www.celeresinvestments.com/ | Celeres Investments is a single family office in London & Hong Kong that focuses on Venture Capital, Real Estate & Debt Finance. With decades of experience and over $250M in AUM, we have established a network of strong teams with great ideas that drive high growth, scalable and innovative businesses. Our model is simple; we invest in a small number of businesses each year. This focus allows us to serve as a steady and strategic partner. We help our portfolio companies manage and accelerate their growth by seizing new opportunities, mitigating risks, and preparing to scale their business models. Our objective is to make investments into good companies and make them great. | SF | ||||||
| 250 | Cennini Holding | Philippe | Windels | Investment Manager | 32 51 263 939 | 32 51 263 926 | philippe.windels@capitalatrent.be | cennini@cennini.be | Kwadestraat 151A, bus 51 | Roeselare | 8800 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/philippe-windels-cennini/ | Production, Tourism, Mezzanine Finance, Project Development, ICT, E-commerce, Art, B2B, Real Estate | 1.998 | €100M | http://www.mezzaninefinanciering.be/ | https://www.cennini.be/ | The Cennini Holding represents the economic activities of the Claeys family. With roots going back to 1906, the family has been active in the Flemish business world for over a century. Today, with the fourth generation keeping up the tradition, the company operates in various sectors e.g. production, tourism, mezzanine finance, project development, ICT, and e-commerce. Leon Claeys started out in 1896 as a bicycle producer in Zedelgem, close to Bruges, but soon switched over to the production and sale of agricultural machinery. Over a century later, the fourth generation is still highly active in Flanders. The type of activity has evolved over the years, but the passion and entrepreneurship has remained the same. | SF | |||
| Cennini Holding | Mathieu | Vandevijvere | Investment Manager | 32 51 263 939 | 32 51 263 926 | mathieu.vandevijvere@cennini.be | cennini@cennini.be | Kwadestraat 151A, bus 51 | Roeselare | 8800 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/mathieu-vandevijvere-cfa-26285a2/ | Production, Tourism, Mezzanine Finance, Project Development, ICT, E-commerce, Art, B2B, Real Estate | 1.998 | €100M | http://www.mezzaninefinanciering.be/ | https://www.cennini.be/ | The Cennini Holding represents the economic activities of the Claeys family. With roots going back to 1906, the family has been active in the Flemish business world for over a century. Today, with the fourth generation keeping up the tradition, the company operates in various sectors e.g. production, tourism, mezzanine finance, project development, ICT, and e-commerce. Leon Claeys started out in 1896 as a bicycle producer in Zedelgem, close to Bruges, but soon switched over to the production and sale of agricultural machinery. Over a century later, the fourth generation is still highly active in Flanders. The type of activity has evolved over the years, but the passion and entrepreneurship has remained the same. | SF | ||||
| Cennini Holding | Joris | Claeys | Managing Partner | 32 51 263 939 | 32 51 263 926 | joris.claeys@cennini.be | cennini@cennini.be | Kwadestraat 151A, bus 51 | Roeselare | 8800 | Belgium | Europe | Alma Mater Studiorum – Università di Bologna | https://www.linkedin.com/in/jorisclaeys/ | Production, Tourism, Mezzanine Finance, Project Development, ICT, E-commerce, Art, B2B, Real Estate | 1.998 | €100M | joris.claeys@capitalatrent.be, info@capitalatrent.be | http://www.mezzaninefinanciering.be/ | https://www.cennini.be/ | The Cennini Holding represents the economic activities of the Claeys family. With roots going back to 1906, the family has been active in the Flemish business world for over a century. Today, with the fourth generation keeping up the tradition, the company operates in various sectors e.g. production, tourism, mezzanine finance, project development, ICT, and e-commerce. Leon Claeys started out in 1896 as a bicycle producer in Zedelgem, close to Bruges, but soon switched over to the production and sale of agricultural machinery. Over a century later, the fourth generation is still highly active in Flanders. The type of activity has evolved over the years, but the passion and entrepreneurship has remained the same. | SF | |||
| Cennini Holding | Edward | Claeys | Strategic Partner | 32 51 263 939 | 32 51 263 926 | edward.claeys@cennini.be | cennini@cennini.be | Kwadestraat 151A, bus 51 | Roeselare | 8800 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/edwardclaeys/ | Production, Tourism, Mezzanine Finance, Project Development, ICT, E-commerce, Art, B2B, Real Estate | 1.998 | €100M | info@capitalatrent.be | http://www.mezzaninefinanciering.be/ | https://www.cennini.be/ | The Cennini Holding represents the economic activities of the Claeys family. With roots going back to 1906, the family has been active in the Flemish business world for over a century. Today, with the fourth generation keeping up the tradition, the company operates in various sectors e.g. production, tourism, mezzanine finance, project development, ICT, and e-commerce. Leon Claeys started out in 1896 as a bicycle producer in Zedelgem, close to Bruges, but soon switched over to the production and sale of agricultural machinery. Over a century later, the fourth generation is still highly active in Flanders. The type of activity has evolved over the years, but the passion and entrepreneurship has remained the same. | SF | |||
| 251 | Centennial AS | Raymond | Gabrielsen | Chief Executive Officer | 47 91 732 112 | 47 22 884 080 | rg@centennial.no | post@centennial.no | Pb. 1428 Vika | Oslo | 0115 | Norway | Europe | Tongji University | https://www.linkedin.com/in/raymond-gabrielsen-2772779/ | Private Equity, Energy, Infrastructure, Stock Exchange Listed Shares of Various Companies, Real Estate, Credit | https://www.centennial.no/ | Centennial AS is a privately owned investment firm which manages investments across multiple asset classes including private equity, energy, infrastructure, stock exchange listed shares of various companies, real estate and credit. Centennial AS aims to generate attractive investment returns by following a patient, risk averse and disciplined investment approach, driving growth and value creation at the asset level. Centennial AS invests its own captial alongside its partner’s capital and creates opportunities through Pinemont Securities Ltd, A London stock exchange member and wholly owned subsidiary. Our bond trading is creating more than 5,5% p.a. return - with investment grade weighted market risk. From medio August 2019, the Fund has no debt. | SF | ||||||
| Centennial AS | OIe | Bård Jacobsen | Chief Executive Officer | 47 41 326 683 | 47 22 884 080 | obj@centennial.no | post@centennial.no | Pb. 1428 Vika | Oslo | 0115 | Norway | Europe | BI Norwegian Business School | https://www.linkedin.com/in/ole-bård-jacobsen-0b93881b/ | Private Equity, Energy, Infrastructure, Stock Exchange Listed Shares of Various Companies, Real Estate, Credit | https://www.centennial.no/ | Centennial AS is a privately owned investment firm which manages investments across multiple asset classes including private equity, energy, infrastructure, stock exchange listed shares of various companies, real estate and credit. Centennial AS aims to generate attractive investment returns by following a patient, risk averse and disciplined investment approach, driving growth and value creation at the asset level. Centennial AS invests its own captial alongside its partner’s capital and creates opportunities through Pinemont Securities Ltd, A London stock exchange member and wholly owned subsidiary. Our bond trading is creating more than 5,5% p.a. return - with investment grade weighted market risk. From medio August 2019, the Fund has no debt. | SF | |||||||
| Centennial AS | Joleif | Tolleshaug | Chief Financial Officer | 47 41 326 684 | 47 22 884 080 | jt@centennial.no | post@centennial.no | Pb. 1428 Vika | Oslo | 0115 | Norway | Europe | University of South-Eastern Norway | https://www.linkedin.com/in/joleif-tolleshaug/ | Private Equity, Energy, Infrastructure, Stock Exchange Listed Shares of Various Companies, Real Estate, Credit | https://www.centennial.no/ | Centennial AS is a privately owned investment firm which manages investments across multiple asset classes including private equity, energy, infrastructure, stock exchange listed shares of various companies, real estate and credit. Centennial AS aims to generate attractive investment returns by following a patient, risk averse and disciplined investment approach, driving growth and value creation at the asset level. Centennial AS invests its own captial alongside its partner’s capital and creates opportunities through Pinemont Securities Ltd, A London stock exchange member and wholly owned subsidiary. Our bond trading is creating more than 5,5% p.a. return - with investment grade weighted market risk. From medio August 2019, the Fund has no debt. | SF | |||||||
| Centennial AS | Gaute | Solheim | Chief Operating Officer | 47 41 326 681 | 47 22 884 080 | gs@centennial.no | post@centennial.no | Pb. 1428 Vika | Oslo | 0115 | Norway | Europe | https://www.linkedin.com/in/gaute-solheim-91370370/ | Private Equity, Energy, Infrastructure, Stock Exchange Listed Shares of Various Companies, Real Estate, Credit | https://www.centennial.no/ | Centennial AS is a privately owned investment firm which manages investments across multiple asset classes including private equity, energy, infrastructure, stock exchange listed shares of various companies, real estate and credit. Centennial AS aims to generate attractive investment returns by following a patient, risk averse and disciplined investment approach, driving growth and value creation at the asset level. Centennial AS invests its own captial alongside its partner’s capital and creates opportunities through Pinemont Securities Ltd, A London stock exchange member and wholly owned subsidiary. Our bond trading is creating more than 5,5% p.a. return - with investment grade weighted market risk. From medio August 2019, the Fund has no debt. | SF | ||||||||
| 252 | Centiveo AG | Vladislav | Osipov | Managing Director | 41 434 885 060 | 41 435 002 471 | info@centiveo.ch | Bellerivestrasse 18 | Zurich | CH-8008 | Switzerland | Europe | Real Estate, Alternative Investments | 2.010 | investor.relations@zueblin.ch | https://www.zueblin.ch/en/company/organisation/#vladislav-osipov | https://centiveo.ch/ | Centiveo, a multi-family office advisory boutique. The Firm's principals and core team members, each expert and experienced in their respective fields, have securely and successfully managed the confidential private family office affairs of Fortune 500 and Forbes 100 ultra-high net worth individuals for more than ten years. | MF | ||||||
| 253 | Central Street Capital, Inc. | Rob | Salazar | President & CEO | (303) 989-3900 | (303) 785-5984 | carmen@centralstreetcap.com | info@centralstreetcap.com | 150 E 10th Ave. | Denver | CO | 80203 | United States of America | North America | https://www.linkedin.com/in/rob-salazar-37154986/ | Student Housing Apartments, Multi-Family Mixed Use Apartments, Healthcare Companies, Real Estate Holdings, Natural Food and Beverage Products | 1.999 | carmen@salazarff.org | http://www.salazarfamilyfoundation.org/ | http://www.centralstreetcapitaldenver.com/ | Central Street Capital operates as a private family office investing only the funds of the Salazar Family. Central Street Capital is a private investment management company based in Denver, Colorado, founded by Rob Salazar. Central Street Capital, Inc. and/or the Salazar Family have investments in over 50 different companies ranging from student housing apartments, multi-family mixed use apartments, healthcare companies, real estate holdings, and investments in natural food and beverage products. | SF | |||
| 254 | Centura Wealth Advisory | Jonathan | Freeman | Chief Operating Officer & Chief Compliance Officer | (858) 771-9500 | jfreeman@centurawealth.com | info@centurawealth.com | 12255 El Camino Real, Suite 125 | San Diego | CA | 92130 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/jyfreeman/ | Technology, FinTech, Software, SaaS, Salesforce, Real Estate | 2.018 | https://www.linkedin.com/company/centura-wealth-advisory/ | https://centurawealth.com/ | Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients. We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan. Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests. | MF | ||||
| Centura Wealth Advisory | Derek | Myron | Managing Director & CEO | (858) 771-9500 | dmyron@centurawealth.com | info@centurawealth.com | 12255 El Camino Real, Suite 125 | San Diego | CA | 92130 | United States of America | North America | University of Washington | https://www.linkedin.com/in/derekmyron/ | Technology, FinTech, Software, SaaS, Salesforce, Real Estate | 2.018 | https://www.linkedin.com/company/centura-wealth-advisory/ | https://centurawealth.com/ | Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients. We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan. Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests. | MF | |||||
| Centura Wealth Advisory | Kyle | Malmstrom | Managing Director, Co- Chief Investment Officer | (858) 771-9500 | kmalmstrom@centurawealth.com | info@centurawealth.com | 12255 El Camino Real, Suite 125 | San Diego | CA | 92130 | United States of America | North America | University of Missouri Trulaske College of Business | https://www.linkedin.com/in/kylemalmstrom/ | Technology, FinTech, Software, SaaS, Salesforce, Real Estate | 2.018 | https://www.linkedin.com/company/centura-wealth-advisory/ | https://centurawealth.com/ | Centura goes beyond a traditional multi-family office wealth management firm to offer advanced tax and estate planning solutions which traditional wealth managers often lack in expertise, knowledge, or resources to offer their clients. We invest heavily into technology and systems to provide our clients fully transparent reporting, and tools to make informed decisions around their wealth plan. Headquartered in San Diego, California, Centura is passionate about our client’s objectives and owns the fiduciary responsibility of protecting their interests. | MF | |||||
| 255 | Certis Capital Management, Inc. | David | Backens | Senior Analyst | (805) 965-0509 | (805) 456-0752 | david@certiscapital.com | inquiry@certiscapital.com | 801 Garden Street, Suite 300 | Santa Barbara | CA | 93101 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/david-backens-cfa-52237a88/ | Private Equity, Real Estate, and Private Lending Strategies | 2.005 | https://www.linkedin.com/company/certis-capital-management-inc-/ | https://www.certiscapital.com/ | Certis Capital Management is a Registered Investment Advisory firm founded in 2005 as a dedicated office for a family based in California’s Central Valley. Since then, Certis has opened its doors to a small number of families who can benefit from the specialized services we offer. | MF | |||
| Certis Capital Management, Inc. | Kelly | Smith | Founder, Managing Principal | (805) 965-0509 | (805) 456-0752 | kelly@certiscapital.com | inquiry@certiscapital.com | 801 Garden Street, Suite 300 | Santa Barbara | CA | 93101 | United States of America | North America | UCLA | https://www.linkedin.com/in/kelly-smith-b86315/ | Private Equity, Real Estate, and Private Lending Strategies | 2.005 | https://www.linkedin.com/company/certis-capital-management-inc-/ | https://www.certiscapital.com/ | Certis Capital Management is a Registered Investment Advisory firm founded in 2005 as a dedicated office for a family based in California’s Central Valley. Since then, Certis has opened its doors to a small number of families who can benefit from the specialized services we offer. | MF | ||||
| 256 | Certuity Family Office | Mark | Udis | Partner | (310) 698-8100 | mudis@certuity.com | 820 Manhattan Avenue, Suite 102 | Manhattan Beach | CA | 90266 | United States of America | North America | Lehigh University | https://www.linkedin.com/in/mark-udis-78409211/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/certuity/ | https://certuity.com/ | Certuity is a boutique wealth management and multifamily office firm with a national presence. The firm is owned by its partners, employees and ultra-high net worth families who understand the evolving and sophisticated needs of high and ultra-high net worth families. Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational. | MF | |||||
| Certuity Family Office | Rita | Soto | Family Office & Managing Director | (561) 693-3255 | rsoto@certuity.com | 1295 US Highway 1 | North Palm Beach | FL | 33408 | United States of America | North America | https://www.linkedin.com/in/rita-soto-79468734/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/certuity/ | https://certuity.com/ | Certuity is a boutique wealth management and multifamily office firm with a national presence. The firm is owned by its partners, employees and ultra-high net worth families who understand the evolving and sophisticated needs of high and ultra-high net worth families. Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational. | MF | |||||||
| Certuity Family Office | Mariia | Eroshin | Managing Director, Family Office, Foundations & Endowments | (415) 835-4060 | meroshin@certuity.com | One Letterman Drive, Suite D4900 | San Francisco | CA | 94129 | United States of America | North America | University of Minnesota Duluth / The Wharton School | https://www.linkedin.com/in/mariia-eroshin-cfa-cfp-cpa-mba/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.003 | mariia@mariiaeroshin.com, mariia.eroshin@usfca.edu | https://mariiaeroshin.com/ | https://certuity.com/ | Certuity is a boutique wealth management and multifamily office firm with a national presence. The firm is owned by its partners, employees and ultra-high net worth families who understand the evolving and sophisticated needs of high and ultra-high net worth families. Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational. | MF | |||||
| Certuity Family Office | Jean | Gibson | Family Office Bookkeeper | (561) 693-3255 | jgibson@certuity.com | 1295 US Highway 1 | North Palm Beach | FL | 33408 | United States of America | North America | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.003 | https://www.linkedin.com/company/certuity/ | https://certuity.com/ | Certuity is a boutique wealth management and multifamily office firm with a national presence. The firm is owned by its partners, employees and ultra-high net worth families who understand the evolving and sophisticated needs of high and ultra-high net worth families. Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational. | MF | ||||||||
| Certuity Family Office | Dylan | Kremer | Chief Investment Officer | (561) 693-3255 | dkremer@certuity.com | 1295 US Highway 1 | North Palm Beach | FL | 33408 | United States of America | North America | Loyola University New Orleans | https://www.linkedin.com/in/dylankremer/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.003 | dkremer@chicagobasketball.club | https://www.linkedin.com/company/chicago-basketball-club-llc-/ | https://certuity.com/ | Certuity is a boutique wealth management and multifamily office firm with a national presence. The firm is owned by its partners, employees and ultra-high net worth families who understand the evolving and sophisticated needs of high and ultra-high net worth families. Our family office team meets the sophisticated needs of ultra-high net worth families and the businesses managed within a family office structure. Through our forward thinking approach, we provide scalable solutions that are utilized by multiple family members, often multi-generational. | MF | |||||
| 257 | Cerus DMCC | Gabriela | M. Le Henand | Managing General Partner | (858) 247-7033 | gabriela@cerusadvisors.com | busdev@regulusrx.com | Jumeirah Lakes Towers, Cluster G, JBC1 #3802, P.O. Box 478422 | Dubai | United Arab Emirates | Asia | Instituto Politécnico Nacional | https://www.linkedin.com/in/gabriela-meza-le-henand-8483905/ | Pharmaceutical, Medical Device, Health Care and Real Estate Industries | 2.015 | ir@irras.com | http://irras.com/member/kleanthis-g-xanthopoulos-ph-d/ https://www.sentelabs.com/kleanthis-g-xanthopoulos-ph-d/ http://regulusrx.com/ | http://cerusadvisors.com/ | Cerus DMCC is the strategic investment arm of a single-family office with global investments, focused on the pharmaceutical, medical device, health care and real estate industries. | SF | |||||
| 258 | CGT Capital Group, LLC. | Hon. Gregory | Parker | Chief Executive Officer | (307) 257-5500 | gparker@cgtholdingsllc.com | info@cgtholdingsllc.com | 51 Coffeen Ave., Suite #225 | Sheridan | WY | 82801 | United States of America | North America | Walden University | https://www.linkedin.com/in/drgregoryparkerphd/ | Cryptocurrency, NFT, Real Estate, Entertainment, Healthcare | 2.017 | https://www.linkedin.com/company/cgtcapitalgroup/ | https://cgtholdingsllc.com/ | A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors.A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors. Skills: Government · Nonprofit Organizations · R (Programming Language) · Research · R · Microsoft Azure Machine Learning · Machine Learning · Machine Learning Algorithms · Predictive Analytics · Data Science · Quantitative Analytics · Quantitative Finance · Quantitative Research · Quantitative Investing · Quantitative Risk Analysis | SF | ||||
| CGT Capital Group, LLC. | Tasha | Parker | Chief Administrative Officer | (307) 257-5500 | tparker@cgtholdingsllc.com | info@cgtholdingsllc.com | 51 Coffeen Ave., Suite #225 | Sheridan | WY | 82801 | United States of America | North America | Walden University | https://www.linkedin.com/in/tasha-parker-cgt/ | Cryptocurrency, NFT, Real Estate, Entertainment, Healthcare | 2.017 | https://cgtpropertygroup.com/ | https://cgtholdingsllc.com/ | A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors.A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors. Skills: Government · Nonprofit Organizations · R (Programming Language) · Research · R · Microsoft Azure Machine Learning · Machine Learning · Machine Learning Algorithms · Predictive Analytics · Data Science · Quantitative Analytics · Quantitative Finance · Quantitative Research · Quantitative Investing · Quantitative Risk Analysis | SF | |||||
| CGT Capital Group, LLC. | Chris | Parker | Co-Founder | (307) 257-5500 | chris.parker@lpajventures.com | info@cgtholdingsllc.com | 51 Coffeen Ave., Suite #225 | Sheridan | WY | 82801 | United States of America | North America | https://www.linkedin.com/in/chrisparkertech/ | Cryptocurrency, NFT, Real Estate, Entertainment, Healthcare | 2.017 | cp@ourparker.com, cparker@cgtholdingsllc.com | https://www.linkedin.com/company/cgtcapitalgroup/ | https://cgtholdingsllc.com/ | A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors.A Single Family Office. We invest in the Cryptocurrency, Biotech, Real Estate, Sports Entertainment, and Transportation sectors. Skills: Government · Nonprofit Organizations · R (Programming Language) · Research · R · Microsoft Azure Machine Learning · Machine Learning · Machine Learning Algorithms · Predictive Analytics · Data Science · Quantitative Analytics · Quantitative Finance · Quantitative Research · Quantitative Investing · Quantitative Risk Analysis | SF | |||||
| 259 | CH Investment Partners | Mike | Silverman | Co-President & Chief Investment Officer | (214) 661-8111 | (214) 661-8333 | msilverman@chinvestments.com | info@chinvestments.com | 3953 Maple Avenue, Suite 250 | Dallas | TX | 75219 | United States of America | North America | https://www.linkedin.com/in/mike-silverman-706646a7/ | GLOBAL EQUITIES, HEDGE FUNDS, PRIVATE EQUITY & DIRECT INVESTMENTS, MASTER LIMITED PARTNERSHIPS, REAL ESTATE, Retail, Self-Storage, Multifamily, FIXED INCOME | 2.011 | $9.5B | https://www.linkedin.com/company/ch-investment-partners/ | https://www.chinvestments.com/ | CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. The team is based in Dallas and specializes in developing and implementing customized investment portfolios for each family, delivered with exceptional service. | MF | |||
| CH Investment Partners | Kirk | Rimer | Co-President | (214) 661-8130 | (214) 661-8333 | krimer@chinvestments.com | info@chinvestments.com | 3953 Maple Avenue, Suite 250 | Dallas | TX | 75219 | United States of America | North America | University of Missouri-Columbia | https://www.linkedin.com/in/kirk-rimer-061b0345/ | GLOBAL EQUITIES, HEDGE FUNDS, PRIVATE EQUITY & DIRECT INVESTMENTS, MASTER LIMITED PARTNERSHIPS, REAL ESTATE, Retail, Self-Storage, Multifamily, FIXED INCOME | 2.011 | $9.5B | https://www.linkedin.com/company/ch-investment-partners/ | https://www.chinvestments.com/ | CH Investment Partners is an investment advisor to ultra-high net worth families. Originally Crow Holdings Capital – Investment Partners, CH Investment Partners operates through a highly aligned model, using a cooperative approach for the benefit of a select group of families nationwide. The team is based in Dallas and specializes in developing and implementing customized investment portfolios for each family, delivered with exceptional service. | MF | |||
| 260 | Chai Trust Company, LLC | Scott | Peppet | President | (312) 454-0100 | speppet@chaitrust.com | Two North Riverside Plaza, Suite 600 | Chicago | IL | 60606 | United States of America | North America | Cornell University / Harvard Law School | https://www.linkedin.com/in/scott-peppet-4085431/ | REIT, Manufactured Housing, Recreational Vehicle Properties, Real Estate, Private Equity | scott.peppet@gmail.com | https://www.egizell.com/people/scott-peppet/ https://scottpeppet.com/ | Chai Trust Company, the private company that administers trusts established for the benefit of members of Sam Zell’s family and that serves as the Zell family office. Equity Group Investments (EGI), a division of Chai Trust Company, LLC, provides investment management services on behalf of the Chai Trust. | SF | ||||||
| 261 | Chalus Chegaray & Compagnie | Natalie | de Chalus | General Manager | 33 235 221 604 | n.dechalus@3cie.fr | 1 Quai George V | Le Havre | 76600 | France | Europe | HECJF | https://www.linkedin.com/in/natalie-de-chalus-23127613/ | Insurance, Congress Organization, Hospitality, Industry Services and Trading | http://www.colloquium-group.com/ | http://www.3cie.fr/ | Chalus Chegaray & Cie is a family investment holding company which supports entrepreneurs in the development of their projects and the acceleration of their growth. We provide them with a financial structure and strategic support. The relationships we build with the companies we - we - invest in are not just financial. They are long-term and with the desire to perpetuate the activity. | MF | |||||||
| Chalus Chegaray & Compagnie | Thomas | Raynaud | General Secretary | 33 235 221 604 | t.raynaud@3cie.fr | 1 Quai George V | Le Havre | 76600 | France | Europe | Université Paris Cité | https://www.linkedin.com/in/thomas-raynaud-04265211a/ | Insurance, Congress Organization, Hospitality, Industry Services and Trading | http://www.colloquium-group.com/ | http://www.3cie.fr/ | Chalus Chegaray & Cie is a family investment holding company which supports entrepreneurs in the development of their projects and the acceleration of their growth. We provide them with a financial structure and strategic support. The relationships we build with the companies we - we - invest in are not just financial. They are long-term and with the desire to perpetuate the activity. | MF | ||||||||
| 262 | Chan Family Office | Gordon | Chan | Finance and Investments | San Francisco | CA | United States of America | North America | University of Southern California | https://www.linkedin.com/in/gordonchan3/ | Venture Capital, Private Equity, Hedge Funds, Real Estate, Alternative Investments | 2.014 | $1B | Prominent UHNW single family office of the founders of Franklin Templeton ($1.2 Trillion Assets Under Management) who also own the San Francisco Giants. - Analyzed and recommended investments. Led due diligence, financial analysis, valuation, industry research, and qualitative and quantitative competitive analysis on potential investments. I present a unique combination of Wall Street financial acumen and tech industry operating experience. I managed up to $1B AUM of institutional hedge fund equity portfolios for several large, prominent firms in NYC including Citadel, George Soros, a Tiger Cub, and Cumberland after starting my Wall Street career at Goldman Sachs. I then worked in the Family Office industry for the ultra high net worth single family office of the founders of Franklin Templeton (Top 5 Forbes Wealthiest Billionaires Families list and also owners of the SF Giants). I am responsible for investing decisions, due diligence, financial modeling, and thorough qualitative and quantitative analysis of the competitive landscapes and future prospects of companies across asset classes in both private equity / venture capital and public markets across a multitude of industries. Prior to my Wall Street career, I worked in Corporate Development / Strategic Planning at Sony and Microsoft (via an acquisition of Tellme, a Silicon Valley software startup). Before that, I earned my CPA certification from Arthur Andersen, one of the "Big 5" global accounting firms. I have a MBA in Finance & Strategy from UCLA and a B.S. in Accounting from USC. | SF | ||||||||||
| 263 | Chasbro Investments | John | Hoover | Chief Executive Officer | (646) 828-3891 | johnhoover@acbp.net | 445 Park Avenue, Floor 16 | New York | NY | 10022 | United States of America | North America | SUNY Oneonta | https://www.linkedin.com/in/johnthoover/ | Investment administration; commercial real estate; cash, credit and liquidity management, entity management, fiduciary services, tax planning, immigration and estate planning; partnership and trustee stewardship; insurance and risk management; provide support for private art collections, aviation services, residential real estate, human resources and technology architecture. Coordinate financial among offices in Montreal, Jerusalem, Palm Beach and New York emphasis and on quality, responsiveness and service. | 2.005 | Chasbro Investments, a single-family office (SFO) with up to 10 professionals. | SF | |||||||
| 264 | Cheltenham Investments | Sasha | Bernier | Senior Vice President | sjabernier@gmail.com | New York | NY | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/sasha-bernier-b880b566/ | Real Estate | 2.011 | Cheltenham Investments is a single family Family Office seeking to invest opportunistically primarily in real estate. We will invest in other hard assets such aircraft/vessels, equipment, rolling stock, inventory, and cash flow based contract rights. | SF | ||||||||||
| 265 | Cherng Family Trust | Brandon | Nel | Analyst | (310) 437-7711 | bnel@cftcapitalpartners.com | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | Northeastern University | https://www.linkedin.com/in/brandon-nel/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | brgnel@gmail.com | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||
| Cherng Family Trust | Steven | Walton | Managing Director | (310) 437-7711 | stevencwalton@cal.berkeley.edu | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | University of California, Berkeley, Haas School of Business | https://www.linkedin.com/in/steven-walton-23621b6/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||||
| Cherng Family Trust | Warren | Woo | Principal | (310) 437-7711 | wwoo@cftcapitalpartners.com | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | UCLA / Stanford University Graduate School of Business | https://www.linkedin.com/in/warren-woo-0691b158/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||||
| Cherng Family Trust | Carey | Kim | Managing Director | (310) 437-7711 | ckim@cftcapitalpartners.com | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | University of California, Riverside | https://www.linkedin.com/in/carey-d-kim-5615864/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||||
| Cherng Family Trust | Angela | Yoon | Senior Associate | (310) 437-7711 | ayoon@cftcapitalpartners.com | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | University of Pennsylvania / The Wharton School | https://www.linkedin.com/in/angela-yoon-cfa-827a73a3/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||||
| Cherng Family Trust | David | Giroux | Senior Manager of Alternative Investments | (310) 437-7711 | dgiroux@cftcapitalpartners.com | 3465 E Foothill Blvd. | Pasadena | CA | 91107 | United States of America | North America | UCLA | https://www.linkedin.com/in/david-g-8812b990/ | Private Equity, Private Equity Fund, Venture Capital, Real Estate, Restaurant, Fast Food Chain, Alternative Investments, Consumer, Software, Technology, Healthcare, Industrials, Business Services | 2.001 | $5B | https://www.cftcapitalpartners.com/ | https://www.cherngfamilytrust.com/ | Founded in 2001, the Cherng Family Trust is the multi-generational single family office and investment firm of Andrew and Peggy Cherng (the founders of Panda Express / Panda Restaurant Group) and their family. The company pursues a family-owned, long-term, flexible and sustainable approach to wealth management and values by making direct private equity and fund investments across all industries while actively operating and investing in a large real estate portfolio. Our experienced professionals oversee the administration, finances, investments, legal, and charitable efforts of the Cherng Family to develop our associates, invest in our communities, and effectively grow and sustain wealth. | SF | |||||
| 266 | Cherng Family Trust Office | Warren | Woo | Chief Investment Officer | Direct: (310) 437-7711 | wwoo@cftcapitalpartners.com | 1901 Avenue of the Stars #360 | Los Angeles | CA | 90067 | United States of America | North America | UCLA | https://www.linkedin.com/in/warren-woo-0691b158/ | Alternative Investments, Real Estate, Private Equity, Venture Capital | $523M | https://www.cftcapitalpartners.com/ | https://www.linkedin.com/company/cherng-fo/ | CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. | SF | |||||
| Cherng Family Trust Office | David | Giroux | Senior Manager - Alternative Investments | Direct: (310) 437-7713 | dgiroux@cftcapitalpartners.com | 1901 Avenue of the Stars #360 | Los Angeles | CA | 90067 | United States of America | North America | UCLA | https://www.linkedin.com/in/david-g-8812b990/ | Alternative Investments, Real Estate, Private Equity, Venture Capital | $523M | david.giroux@breakawaycap.com | https://www.cftcapitalpartners.com/ | https://www.linkedin.com/company/cherng-fo/ | CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. | SF | |||||
| Cherng Family Trust Office | Carey | Kim | Managing Director | ckim@cftcapitalpartners.com | 1901 Avenue of the Stars #360 | Los Angeles | CA | 90067 | United States of America | North America | University of California, Riverside | https://www.linkedin.com/in/carey-d-kim-5615864/ | Alternative Investments, Real Estate, Private Equity, Venture Capital | $523M | https://www.cftcapitalpartners.com/ | https://www.linkedin.com/company/cherng-fo/ | CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. | SF | |||||||
| Cherng Family Trust Office | Brandon | Nel | Analyst | bnel@cftcapitalpartners.com | 1901 Avenue of the Stars #360 | Los Angeles | CA | 90067 | United States of America | North America | Northeastern University | https://www.linkedin.com/in/brandon-nel/ | Alternative Investments, Real Estate, Private Equity, Venture Capital | $523M | https://www.cftcapitalpartners.com/ | https://www.linkedin.com/company/cherng-fo/ | CFT is the multi-billion dollar single-family office investment firm of the founders of Panda Express. The company makes direct private equity and venture capital investments across all industries and also actively invests in real estate. | SF | |||||||
| 267 | Chestnut Ridge Capital, LLC | Kenneth | Holz | Chief Financial Officer | (212) 802-9494 | kennethholz@yahoo.com | 100 Challenger Rd., Suite 401 | Ridgefield Park | NJ | 07660 | United States of America | North America | University of Georgia - Terry College of Business | https://www.linkedin.com/in/kenneth-holz-8713087/ | Non-Marketed Hedge Fund, RIAs, Hedge Funds, Charitable Private Foundation, Private Real Estate | 2.002 | kholz@kabrgroup.com | https://kabrgroup.com/ | Private family office that both internally manages money through a non-marketed hedge fund, and puts money out for management with RIAs and other hedge funds. Internally run charitable private foundation, and private real estate portfolio. | SF | |||||
| 268 | Christa Tarantino Family Office | Christa | Tarantino | Family Office Coordinator & Estates Manager | (415) 383-2996 | christa.tarantino@reliantgroup.com | 31 Middle Point Road | San Francisco | CA | 94124 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/christatarantino/ | Private Equity, Real Estate | 2.019 | https://reliantgroup.com/ | Christa Tarantino serves as Family Office Coordinator and Estates Manager at a Single Family Office firm in San Francisco, CA. Discerning people skills, academic intelligence, utmost regard for confidentiality. Proactive, thoughtful support; HR, operations, financial reporting, estate management. | SF | ||||||
| 269 | Chronicle Wealth | Andrew | Guilfoyle | Partner & CoFounder | (416) 855-9100 Ext. 101 | andrewg@chroniclewealth.com | info@chroniclewealth.com | 2 Sheppard Avenue East, Suite 1515 | Toronto | ON | M2N 5Y7 | Canada | North America | Queen's University | https://www.linkedin.com/in/aguilfoyle-chronicle/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/chronicle-wealth/ | https://www.chroniclewealth.com/ | Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits. | MF | ||||
| Chronicle Wealth | Adam | Shapiro | Partner & Co-Founder | (416) 855-9100 Ext. 107 | adams@chroniclewealth.com | info@chroniclewealth.com | 2 Sheppard Avenue East, Suite 1515 | Toronto | ON | M2N 5Y7 | Canada | North America | Schulich School of Business - York University | https://www.linkedin.com/in/wealthofvision/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/chronicle-wealth/ | https://www.chroniclewealth.com/ | Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits. | MF | |||||
| Chronicle Wealth | Blair | Guilfoyle | Partner & Co-Founder | (416) 855-9100 Ext. 102 | blairg@chroniclewealth.com | info@chroniclewealth.com | 2 Sheppard Avenue East, Suite 1515 | Toronto | ON | M2N 5Y7 | Canada | North America | Queen's University | https://www.linkedin.com/in/blair-guilfoyle-cfp-cim-9481981b/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/chronicle-wealth/ | https://www.chroniclewealth.com/ | Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits. | MF | |||||
| Chronicle Wealth | Brian | McKenzie | Partner | (416) 855-9100 Ext. 108 | brianm@chroniclewealth.com | info@chroniclewealth.com | 2 Sheppard Avenue East, Suite 1515 | Toronto | ON | M2N 5Y7 | Canada | North America | Tufts University | https://www.linkedin.com/in/brian-mckenzie-1a64311b/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.018 | https://www.linkedin.com/company/chronicle-wealth/ | https://www.chroniclewealth.com/ | Chronicle Wealth is a leading multi-family office providing independent wealth counsel to highly successful Canadian families. Our multidisciplinary team provides strategic investment, tax and estate planning, as well as financial planning advice to our clients. Our mission is to simplify and improve our clients’ financial lives, enabling them to focus on their families, their businesses, and their other pursuits. | MF | |||||
| 270 | Churchill Finance Limited | Catherine | Le Bourgeois | Chief Executive Officer | 852 3975 3009 | catherine@churchill-finance.com | info@churchill-finance.com | Level 11, Tower 2, Admiralty Centre, 18 Harcourt Road | Central | Hong Kong | Asia | University PARIS II Assas | https://www.linkedin.com/in/lebourgeois1/ | Private Equity, Agriculture & Farming, Artwork & Collections, Healthcare, Hospitality, Information Technology, Mining & Precious Stones, Real Estate | 2.012 | https://www.linkedin.com/in/catherine-le-bourgeois-916334b1?trk=extra_biz_connect_hb_upphoto | https://www.churchill-finance.com/ | Churchill Finance is a single European family office based in Hong Kong making private equity investments across our diversified areas of expertise. | SF | ||||||
| Churchill Finance Limited | Joanna | Wu | Vice President - Investments, Private Equity | 852 3975 3009 | joanna@churchill-finance.com | info@churchill-finance.com | Level 11, Tower 2, Admiralty Centre, 18 Harcourt Road | Central | Hong Kong | Asia | Nankai University | https://www.linkedin.com/in/joanna-wu-9bb13439/ | Private Equity, Agriculture & Farming, Artwork & Collections, Healthcare, Hospitality, Information Technology, Mining & Precious Stones, Real Estate | 2.012 | https://www.linkedin.com/company/9461498/ | https://www.churchill-finance.com/ | Churchill Finance is a single European family office based in Hong Kong making private equity investments across our diversified areas of expertise. | SF | |||||||
| 271 | CI Investments, SFO | Gordon | Grant Curtis Horner | Portfolio Manager & Executive Director | (203) 280-2229 | (760) 454-1663 | gg@ggcurtis.com | director@ciinvestments.org | 2 Queen Street East, 20th Floor | Toronto | ON | M5C 3G7 | Canada | North America | https://www.linkedin.com/in/gordon-grant-curtis-259b0814/ | Real Estate | 1.993 | http://www.ggcurtis.com/ | https://ciinvestments.org/ | CI Investments Management Company directs the wealth of a single-family office organization. With roots from the fine Vineyards of Italy, and with related wealth emanating from commensurate prior real estate holdings, the Family has allocated up to one billion Euros of their assets to be exclusively directed by the Family Office entity. | SF | ||||
| 272 | Cisneros Family Office | Andrew | Nannini | Investment Manager | anannini@cisneros.com | 700 NW 1st Avenue, Suite 1700 | Miami | FL | 33136 | United States of America | North America | Wesleyan University | https://www.linkedin.com/in/andrew-nannini-19418846/ | Digital, Media, Private Equity, Real Estate, AST SpaceMobile, Social Impact, Technology | 2.016 | https://www.cisneros.com/aboutus/ | Cisneros Family Office, a single family office for the Cisneros Family. | SF | |||||||
| 273 | CIV - Multi Family Office | Alessandro | Nitti | Founder & Executive Chairman | 39 02 87 241 296 | 39 07 21 430 334 | alessandro.nitti@civmilano.com | info@civmilano.com | Piazzetta Guastalla, 15 | Milano | 20122 | Italy | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/alessandro-nitti-4195867/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | https://www.civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | ||||
| CIV - Multi Family Office | Guglielmo | Panzera | Portfolio Analyst | 39 02 87 241 296 | 39 07 21 430 334 | g.panzera@ev-management.com | info@civmilano.com | Piazzetta Guastalla, 15 | Milano | 20122 | Italy | Europe | Università Bocconi | https://www.linkedin.com/in/guglielmo-panzera-372432a6/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | https://www.civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | |||||
| CIV - Multi Family Office | Sergio | Campagnoli | Analyst | 39 02 87 241 296 | 39 07 21 430 334 | sergio.campagnoli@civmilano.com | info@civmilano.com | Piazzetta Guastalla, 15 | Milano | 20122 | Italy | Europe | https://www.linkedin.com/in/sergio-campagnoli-75b846221/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | https://www.civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | ||||||
| CIV - Multi Family Office | Francesco | Tam | Board member & Chief Investment Officer | 39 02 87 241 296 | 39 07 21 430 334 | francesco.tam@civmilano.com | info@civmilano.com | Piazzetta Guastalla, 15 | Milano | 20122 | Italy | Europe | Università di Pavia | https://www.linkedin.com/in/francesco-t-a5066a1b1/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | https://www.civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | |||||
| CIV - Multi Family Office | Enrico | Navazza | Capital Markets Analyst | 39 02 87 241 296 | 39 07 21 430 334 | enrico.navazza@civmilano.com | info@civmilano.com | Corso Matteotti, 10 | Milano | 20121 | Italy | Europe | https://www.linkedin.com/in/enrico-navazza-61a05811a/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | http://civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | ||||||
| CIV - Multi Family Office | Enrico | Parretta | General Manager | 39 02 87 241 296 | 39 07 21 430 334 | enrico.parretta@civmilano.com | info@civmilano.com | Corso Matteotti, 10 | Milano | 20121 | Italy | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/enrico-parretta-71018318/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | http://civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | |||||
| CIV - Multi Family Office | Andrea | Vitale | Corporate Finance Analyst | 39 02 87 241 296 | 39 07 21 430 334 | andrea.vitale@civmilano.com | info@civmilano.com | Corso Matteotti, 10 | Milano | 20121 | Italy | Europe | Luiss Guido Carli University | https://www.linkedin.com/in/andrea-vitale-031094/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | http://civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | |||||
| CIV - Multi Family Office | Ettore | Varotto | Head of Reporting & Consolidation Department | 39 02 87 241 296 | 39 07 21 430 334 | ettore.varotto@civmilano.com | info@civmilano.com | Corso Matteotti, 10 | Milano | 20121 | Italy | Europe | Università Ca' Foscari Venezia | https://www.linkedin.com/in/ettorevarotto/ | Real Estate, Social Impact Investing, Private Equity, Private Debt, Healthcare & Medical Services | 2.013 | https://www.linkedin.com/company/civ---multi-family-office/ | http://civmilano.com/ | CIV is a Multi Family Office engaging Multi Dimension Capital for the Common Good. | MF | |||||
| 274 | Claridge Inc. | Pierre | Boivin | President & Chief Executive Officer | (514) 878-5200 | (514) 878-5295 | pboivin@claridgeinc.com | 1170 Peel St., Suite 800 | Montreal | QC | H3B 4P2 | Canada | North America | https://www.linkedin.com/in/pierre-boivin-95473761/ | Food, consumer, entertainment, real estate industries, hedge funds, private equity | 1.987 | $1.6B | https://www.linkedin.com/company/claridge/ | http://www.claridgeinc.com/ | Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. | SF | ||||
| Claridge Inc. | Raymond | Rubin | Owner | (514) 878-5200 | (514) 878-5295 | rarubinuk@gmail.com | 1170 Peel St., Suite 800 | Montreal | QC | H3B 4P2 | Canada | North America | University of Kent | https://www.linkedin.com/in/raymond-rubin-1a860b1/ | Food, consumer, entertainment, real estate industries, hedge funds, private equity | 1.987 | $1.6B | https://www.linkedin.com/company/claridge/ | http://www.claridgeinc.com/ | Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. | SF | ||||
| Claridge Inc. | Stephen | Bronfman | Executive Chairman | (514) 878-5200 | (514) 878-5295 | stephenbronfman@claridgeinc.com | 1170 Peel St., Suite 800 | Montreal | QC | H3B 4P2 | Canada | North America | Food, Consumer, Entertainment, Real Estate Industries, Private Equity, Hedge Funds, Public Equities | 1.987 | $1.6B | https://www.linkedin.com/company/claridge/ | https://www.claridgeinc.com/ | Claridge is a private investment firm headquartered in Montreal, Canada. Established in 1987, the company represent the interests of the Stephen Bronfman family and is actively involved in the management of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate. | SF | ||||||
| 275 | Claybritt Ventures LLC | Jason | Mok | Chief Operating Officer | Direct: (832) 804-6006, Mobile: (713) 425-5868 | jason@fmkitchenandbar.com | 1112 Shepherd Drive | Houston | TX | 77007 | United States of America | North America | Commercial Real Estate, Land, Due Diligence | https://www.fmkitchenandbar.com/ | https://linktr.ee/jasonmok | Jason Mok holds the position of Chief Operating Officer at a Texas-based Private Family Office. | SF | ||||||||
| 276 | Clear Eight Capital SA | Bernard | Girardet | Fouding Partner | 41 225 608 118 | 41 225 608 119 | bfg@cleareight.com | P.O. Box 6298 | Geneva 6 | CH-1211 | Switzerland | Europe | Private Equity, Real Estate | 2.006 | €32.6M | "Our independence, expertise and prime knowledge of the Swiss market allows us to provide first-class services to wealthy families with complex financial and personal needs, allowing them to take enlightened decisions." | http://www.cleareight.com/ | Clear Eight Capital is a Geneva-based independent financial services company active in wealth management, family office and private equity. | MF | Office Address: Route de Jussy 35 1211 Geneva 6 Switzerland | |||||
| Clear Eight Capital SA | Mark | Mathysen-Gerst | Managing Director | 41 225 608 118 | 41 225 608 119 | mmg@cleareight.com | P.O. Box 6298 | Geneva 6 | CH-1211 | Switzerland | Europe | https://www.linkedin.com/in/mark-mathysen-gerst-42a89841/ | Private Equity, Real Estate | 2.006 | €32.6M | "Our independence, expertise and prime knowledge of the Swiss market allows us to provide first-class services to wealthy families with complex financial and personal needs, allowing them to take enlightened decisions." | http://www.cleareight.com/ | Clear Eight Capital is a Geneva-based independent financial services company active in wealth management, family office and private equity. | MF | Office Address: Route de Jussy 35 1211 Geneva 6 Switzerland | |||||
| 277 | Clerville Investment Management LLP | Michel | de Liedekerke | Director | 44 207 290-6680 | 44 207 290-6699 | cml@clerville.co.uk | info@clerville.co.uk | 14-15 Conduit Street | London | W1S 2XJ | United Kingdom | Europe | Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe | 1.994 | $200M | ml@clerville.co.uk | https://www.linkedin.com/company/clerville-investment-management-llp/ | https://www.clerville.co.uk/ | Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. | MF | ||||
| Clerville Investment Management LLP | Bertrand | Coste | Partner | 44 207 290-6680 | 44 207 290-6699 | bc@clerville.co.uk | info@clerville.co.uk | 14-15 Conduit Street | London | W1S 2XJ | United Kingdom | Europe | Paris-Pantheon-Assas University | https://www.linkedin.com/in/bertrand-coste-b7b67b1/ | Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe | 1.994 | $200M | https://www.linkedin.com/company/clerville-investment-management-llp/ | https://www.clerville.co.uk/ | Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. | MF | ||||
| Clerville Investment Management LLP | Pascal | Dubois- Pelerin | Partner | 44 207 290-6680 | 44 207 290-6699 | pdp@clerville.co.uk | info@clerville.co.uk | 14-15 Conduit Street | London | W1S 2XJ | United Kingdom | Europe | Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe | 1.994 | $200M | https://www.linkedin.com/company/clerville-investment-management-llp/ | https://www.clerville.co.uk/ | Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. | MF | ||||||
| Clerville Investment Management LLP | Alban | de Clermont-Tonnerre | Partner | 44 207 290-6680 | 44 207 290-6699 | act@clerville.co.uk | info@clerville.co.uk | 14-15 Conduit Street | London | W1S 2XJ | United Kingdom | Europe | Université Paris IX Dauphine | https://www.linkedin.com/in/alban-clermont-tonnerre-643163188/ | Hedge Funds, Private Equity, Structured Products, Real Estate Development in Eastern Europe | 1.994 | $200M | https://www.linkedin.com/company/clerville-investment-management-llp/ | https://www.clerville.co.uk/ | Clerville Investment Management was founded in 1994 as the single family office of a major European industrial family and turned into multi family office service in London specialising in Alternative investment Property development in Russia and Ukraine. | MF | ||||
| Clerville Investment Management LLP | Pascal | Dubois-Pellerin | Director | 44 207 290-6680 | 44 207 290-6699 | pdp@clerville.co.uk | info@clerville.co.uk | 14-15 Conduit Street | London | W1S 2XJ | United Kingdom | Europe | Fixed Income, Currencies, Hedge Funds, Structured Products, Private Equity, Alternative Investment, Property Development in Russia and Ukraine | 1.994 | £325M | https://www.linkedin.com/company/clerville-investment-management-llp/ | https://www.clerville.co.uk/ | Founded in 1994, Clerville Investment Management has established a solid track record managing the wealth of its founding family out of its London headquarter. Since 2007, it has offered investment services to external families, High and Ultra High Net Worth individuals, entrepreneurs and foundations. Clerville Investment Management is managed by its seven seasoned partners, each having served in senior roles in big international banking organisations. | MF | ||||||
| 278 | Client Associates | Himanshu | Kohli | Co-Founder | 91 80 41473608 | 91 80 41473609 | himanshukohli@clientassociates.com | 707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road | Bangalore | 560 001 | India | Asia | Delhi University | https://www.linkedin.com/in/himanshu-kohli-193998/ | Real Estate, Alternative Investments | 2.002 | https://www.linkedin.com/company/client-associates/ | https://www.clientassociates.com/ | Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. | MF | Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html | ||||
| Client Associates | Rahul | Nair | Founding Member | 91 80 41473608 | 91 80 41473609 | rahulnair@clientassociates.com | 707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road | Bangalore | 560 001 | India | Asia | https://www.linkedin.com/in/rahul-nair-7b15b913/ | Real Estate, Alternative Investments | 2.002 | https://www.linkedin.com/company/client-associates/ | https://www.clientassociates.com/ | Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. | MF | Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html | ||||||
| Client Associates | Rohit | Sarin | Co-Founder | 91 80 41473608 | 91 80 41473609 | rohitsarin@clientassociates.com | 707-708, 7th Floor, Prestige Meridian –II 30, M. G. Road | Bangalore | 560 001 | India | Asia | Department of Financial Studies - University of Delhi (erstwhile MFC) | https://www.linkedin.com/in/rohit-sarin-3ba0225/ | Real Estate, Alternative Investments | 2.002 | https://www.linkedin.com/company/client-associates/ | https://www.clientassociates.com/ | Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. | MF | Other office locations include: London, Hyderabad, Kolkata, Chennai, Mumbai, and Gurgaon. For addresses and phone numbers, please see: http://www.clientassociates.com/contact.html | |||||
| 279 | CNM Inc. | Claude | Cognian | Chief Financial Officer & Asset Manager | (775) 829-8544 | (775) 201-0017 | info@thegrill.com | 659 South Rock Boulevard | Reno | NV | 89502-4118 | United States of America | North America | University of Nevada, Reno | https://www.linkedin.com/in/claude-cognian-4667579/ | Real Estate | 2.005 | California Office: 6300 Canoga Avenue, Suite 600 Woodland Hills, CA 91367 USA | CNM is a Single Family Office that owns, invest, develops, lease and sells real and personal property acquired on behalf of the company. | SF | |||||
| 280 | Cogestar Office Management | Athman | Ghidouche | Managing Director | 41 797 894 469 | 41 223 426 191 | athman@cogestar.com | info@cogestar.com | Quai du Mont-Blanc 7 | Geneva | CH-1201 | Switzerland | Europe | Properties, Luxury Real Estate, Hotel, Hospitality, Resort | http://www.cogestarproperties.com/ | http://www.cogestar.com/ | Their activity, commonly known as Family Office, is to take care of all the needs related to the family life of our clients. The firm's independence as a wealth management advisor allows us to direct our clients to the best solutions Far from any constraints. At Cogestar we have a constant update of our partners, this allows us to offer you a selection of the best opportunities on the market and gives you the advantage of finding you the solution best suited to your request. | MF | |||||||
| 281 | Colindale Group | Katrina | Kluzek | Director | Direct: 61 418 816 403 | 61 8 8122 9590 | katrina.kluzek@colindale.com.au | info@colindale.com.au | 96 King William Road | Goodwood | SA | 5034 | Australia | Australia / Oceania | Shares/Funds, Commercial Property, Private Equity, Resources Exploration, Property Development | 1.984 | 7 Pomona Road Stirling SA 5152 Australia | http://www.colindale.com.au/ | The Colindale Group is a Single Family Office for the Michell family, the firm is located in Adelaide, South Australia. | SF | |||||
| Colindale Group | Andy | Cosh | Managing Director | Direct: 61 401 674 271 | 61 8 8122 9590 | andy.cosh@colindale.com.au | info@colindale.com.au | 96 King William Road | Goodwood | SA | 5034 | Australia | Australia / Oceania | University of Adelaide | https://www.linkedin.com/in/andrew-cosh-287323a6/ | Shares/Funds, Commercial Property, Private Equity, Resources Exploration, Property Development | 1.984 | 7 Pomona Road Stirling SA 5152 Australia | http://www.colindale.com.au/ | The Colindale Group is a Single Family Office for the Michell family, the firm is located in Adelaide, South Australia. | SF | ||||
| Colindale Group | Tim | Cosh | Portfolio Manager | Direct: 61 403 257 626 | 61 8 8122 9590 | tim.cosh@colindale.com.au | info@colindale.com.au | 96 King William Road | Goodwood | SA | 5034 | Australia | Australia / Oceania | University of Adelaide | https://www.linkedin.com/in/tim-cosh-8795b939/ | Shares/Funds, Commercial Property, Private Equity, Resources Exploration, Property Development | 1.984 | 7 Pomona Road Stirling SA 5152 Australia | http://www.colindale.com.au/ | The Colindale Group is a Single Family Office for the Michell family, the firm is located in Adelaide, South Australia. | SF | ||||
| 282 | Colisée Family Office | Sylvain | Verges | President | verges@coliseefo.com | 10, Rue du Colisee | Paris | 75008 | France | Europe | https://www.linkedin.com/in/sylvainverges/ | 2.010 | https://www.linkedin.com/company/colisee-family-office/ | http://www.coliseefo.com/ | Colisée Family Office is a multi family office aimed at a very wealthy clientele, to provide the services of: - General and / or delegated financial management for investment holdings and / or private clients, with the support of proprietary consolidation and reporting software for all asset classes. - Steering the structuring of national and international heritage groups. - Research, analysis and realization of investment opportunities in the following areas: real estate, financial, private debt, private equity. - Research and negotiation of liabilities: real estate (mortgages, leasing, refinancing), financial (lombards, corporate debt), and equipment financing jets or yachts. | MF | |||||||||
| 283 | Collier Family Office, Inc. | William | Thomas | CEO & President | 9045 Strada Stell Court, Suite 500 | Naples | FL | 34109 | United States of America | North America | Florida State University | https://www.linkedin.com/in/william-thomas-a02407b/ | Real Estate | 2.005 | https://www.linkedin.com/in/diane-boni-3339477b/ | https://www.linkedin.com/company/collier-family-office-inc./ | Collier Family Office, Inc. owns, operates, and leases real estate properties including office buildings. The company is based in Naples, Florida. | SF | |||||||
| 284 | Côme, Le Family Office | Julien | Magitteri | President | 33 189 959 375 | julien.magitteri@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/julien-magitteri/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | ||||||
| Côme, Le Family Office | Maëlle | Bois | Family Officer & Office Manager | 33 189 959 375 | maelle.bois@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | Université Lumière Lyon 2 | https://www.linkedin.com/in/maëlle-bois-900165153/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | |||||||
| Côme, Le Family Office | Julien | Codina | Family Officer - Private Equity Investments & Private Debt Family | 33 189 959 375 | julien.codina@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | Fundação Dom Cabral | https://www.linkedin.com/in/julien-codina/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | |||||||
| Côme, Le Family Office | Antoine | Verley | Family Officer - Listed & Alternative Investments | 33 189 959 375 | antoine.verley@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | Université de Poitiers | https://www.linkedin.com/in/antoine-verley-2aa38948/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | |||||||
| Côme, Le Family Office | Lucas | Parra | Assistant Family Officer - Private Equity & Private Debt | 33 189 959 375 | lucas.parra@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | https://www.linkedin.com/in/lucas-parra-2061b6149/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | ||||||||
| Côme, Le Family Office | Nicolas | Boucon | Senior Advisor | 33 189 959 375 | nicolas.boucon@lefamilyoffice.com | 20 Avenue de Kléber | Paris | 75116 | France | Europe | The University of Huddersfield | https://www.linkedin.com/in/nicolas-boucon-139981b0/ | Private Equity, Seed, Series A, Series B, Alternative Investments | 2.016 | https://www.linkedin.com/company/come-le-family-office/ | https://lefamilyoffice.com/ | Côme, Le Family Office, a French-based multi family office firm. Côme, Le Family Office, brings together entrepreneurs around investment and financial management services. The advice that the partners and collaborators of Como provide to the families who entrust their assets to them are only a modest beginning, a means that pursues a greater end. The members of Côme, clients, associates, collaborators or partners, are all entrepreneurs who come together in full responsibility, so that their values are the basis of their actions, so that the performance of investments (financial management, real estate, private equity) brings a meaning that goes beyond their performance. | MF | |||||||
| 285 | Commons Capital, LLC | Michael | Manschot | Managing Director & Portfolio Manager | (617) 431-7200 | (857) 401-9207 | mmanschot@commonsllc.com | info@commonsllc.com | 808 Columbus Avenue, Suite 3A | New York | NY | 10025 | United States of America | North America | Erasmus University Rotterdam | https://www.linkedin.com/in/michaelmanschot/ | Domestic and International Equities, Fixed Income, Publicly Traded Real Estate, Commodities, Options and Short Selling | 2.009 | https://www.linkedin.com/company/commonscapital/ | https://www.commonsllc.com/ | Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. | MF | |||
| Commons Capital, LLC | Rose | Thompson | Senior Vice President & Private Wealth Advisor | Direct: (617) 431-5156, Mobile: (617) 429-2066 | (857) 401-9207 | rthompson@commonscapitaladvisors.com | info@commonsllc.com | 808 Columbus Avenue, Suite 3A | New York | NY | 10025 | United States of America | North America | Massachusetts Institute of Technology | https://www.linkedin.com/in/rose-thompson-crpc®-6a409b7a/ | Domestic and International Equities, Fixed Income, Publicly Traded Real Estate, Commodities, Options and Short Selling | 2.009 | https://www.linkedin.com/company/commonscapital/ | https://www.commonsllc.com/ | Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. | MF | ||||
| Commons Capital, LLC | Malik | Smith | First Vice President & Private Wealth Advisor | (617) 431-7200 | (857) 401-9207 | msmith@commonsllc.com | info@commonsllc.com | 808 Columbus Avenue, Suite 3A | New York | NY | 10025 | United States of America | North America | https://www.linkedin.com/in/malikasmith/ | Domestic and International Equities, Fixed Income, Publicly Traded Real Estate, Commodities, Options and Short Selling | 2.009 | https://www.linkedin.com/company/commonscapital/ | https://www.commonsllc.com/ | Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. | MF | |||||
| Commons Capital, LLC | Jonathan | Straus | Founding Principal & Portfolio Manager | (617) 431-7200 | (857) 401-9207 | jstraus@commonsllc.com | info@commonsllc.com | 808 Columbus Avenue, Suite 3A | New York | NY | 10025 | United States of America | North America | University of Hartford | https://www.linkedin.com/in/jonathan-straus-97b48427/ | Domestic and International Equities, Fixed Income, Publicly Traded Real Estate, Commodities, Options and Short Selling | 2.009 | https://www.linkedin.com/company/commonscapital/ | https://www.commonsllc.com/ | Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important — you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. | MF | ||||
| 286 | Compagnie d’Investissements et de Gestion Privée S.A. | Luciano | Tattoni | Director | 41 223 104 877 | 41 223 104 876 | luciano.tattoni@cigp.ch | geneva@cigp.ch | 3, rue Maurice | Geneva | CH-1204 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/luciano-t-b593051/ | Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits | 1.964 | info@villasesta.com, info@villasestapoloclub.com | https://www.linkedin.com/company/cigpgroup/ | https://cigp.com/ | CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. | MF | |||
| Compagnie d’Investissements et de Gestion Privée S.A. | Raphael | Hardrick | Chief Financial Officer and Chief Operating Officer | 41 223 104 877 | 41 223 104 876 | hr@cigp.ch | geneva@cigp.ch | 3, rue Maurice | Geneva | CH-1204 | Switzerland | Europe | https://www.linkedin.com/in/raphael-hardrick-45a84a/ | Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits | 1.964 | https://www.linkedin.com/company/cigpgroup/ | https://cigp.com/ | CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. | MF | ||||||
| Compagnie d’Investissements et de Gestion Privée S.A. | Yashar | Rahmatollahi | General Manager | 41 223 104 877 | 41 223 104 876 | info@persiaquapartners.com | geneva@cigp.ch | 3, rue Maurice | Geneva | CH-1204 | Switzerland | Europe | Georgetown University McDonough School of Business | https://www.linkedin.com/in/ryashi/ | Real Estate, Private Wealth Management, Asset Management, Alternative Investments, Municipal Water & Wastewater, Industrial, Mining, Oil & Gas, Agriculture & Irrigation, Infrastructure, Wine and Spirits | 1.964 | http://persiaquapartners.com/ | https://cigp.com/ | CIGP is a Swiss-based independent multi-family office and an international financial advisory boutique, with offices in Europe, Asia and the Middle East. We provide private wealth & asset management, as well as corporate finance services to like-minded entrepreneurial families and institutional clients. | MF | Persia Aqua Partners: Qaem Maqam-e-Farahani 10th Street, No 22, Unit 29 Iram Phone: 98 21 8854 9357 8 | ||||
| 287 | Conceito Investimentos & Consultoria | Gislene | Palacio de Barros | Partner | 55 (11) 3168-2071 | 55 (11) 3168-2072 | gpalacio@conceitoic.com.br | Av. Pres. Juscelino Kubitschek 1726, 8º andar – Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | Universidade Paulista | https://www.linkedin.com/in/gislene-palacio-2692a0164/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.014 | https://www.linkedin.com/company/conceito-investimentos-&-consultoria/ | http://conceitoic.com.br/ | Conceito is the union of professionals specialized in Wealth Management, Financial Consulting and Multi-Family Office. Its mission is to improve the profitability of investments, protect assets and increase customers' financial security. | MF | ||||
| 288 | Confidential-Family Office | Eric | Vigod | CFO & Investment Officer | Mobile: 38 05 0810-2399 | vigoderic@gmail.com | New York | NY | United States of America | North America | Washington University in St. Louis / University of San Diego School of Law | https://www.linkedin.com/in/ericvigod/ | Equity, Real Estate, Fixed Income Investment Portfolio, Software, Mobile e-Commerce, Health, Wellness, SaaS AI & Machine Learning | 2.018 | Eric Vigod serves as CFO & CIO for a Single Family Office firm Managing a multi-currency, cross border Equity, Real Estate, and Fixed Income Investment Portfolio. | SF | |||||||||
| 289 | Confluence Capital Advisors, LLC | Brett | Cicinelli | Founder & President | (310) 807-3098 | bc@confluenceca.com | info@confluenceca.com | 16832 Otsego Street | Encino | CA | 91436 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/brettcicinelli/ | Publicly Traded Stocks and Bonds, Real Estate, Private Equity, Credit, Hedge Funds | 2.016 | https://www.linkedin.com/company/confluenceca/ | https://www.confluenceca.com/ | As a Multi-Family Office, we specialize in Investing & Divorce Financial Planning for the highly successful. We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in divorce. The firm is built on the principles of honesty, integrity, and objective decision-making. Brett Cicinelli, CFA, CFP®, CDFA®, MAFF® brings over two decades of financial and analytical experience to work for clients and is the founder and President of Confluence Capital Advisors. He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®). | MF | ||||
| Confluence Capital Advisors, LLC | Brett | Cicinelli | Founder & President | (818) 385-1345 | bc@confluenceca.com | 16832 Otsego Street | Encino | CA | 91436 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/brettcicinelli/ | Hedge Funds, Mutual Funds, Pension Plans, Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/confluence-capital-advisors-llc/ | https://www.confluenceca.com/ | Confluence Capital Advisors is the only Multi-Family Office that focuses on Divorce Financial Planning. As a Multi-Family Office, Confluence provides sophisticated investment and financial service offerings. Our analytical skills were honed from many years of intellectual rigor, from managing the financials and investments at the Single Family Office for one of Europe’s most successful families, to advising and managing assets for the world’s largest hedge funds, mutual funds, pension plans, etc. We take an educational and partnership approach with our clients, drawing on experience in the classroom, teaching advanced college level courses and seminars that go beyond stocks and bonds, covering diverse topics that include real estate, private equity, and hedge funds. | MF | ||||||
| 290 | Conrad Family Office | John | Clifford | Managing Director | Direct: 44 333 323-2551, Mobile: 44 770 339-0421 | john@conradfamilyoffice.com | investments@conradfamilyoffice.com | 101 Wigmore Street | London | W1U 1FA | United Kingdom | Europe | https://www.linkedin.com/in/john-clifford-424898135/ | Corporate Services, Property Sales, Luxury Vehicle Hire, Property Rentals, Hotels, Private & Corporate Security, Property Acquisition, Aviation, Real Estate, Private Investment | 2.015 | john.clifford@conradfamilyoffice.com, john@conradcapital.co.uk, john.clifford@conradcapital.co.uk | https://www.conradcapital.co.uk/ | https://www.conradfamilyoffice.com/ | Conrad Family Office, an independent, multi family office based in London, offering personal and confidential services to High and Ultra High Net Worth national and international clients. | MF | |||||
| 291 | Consenso Aconselhamento Patrimonial | Daniel | Auerbach | Founding Partner | 55 (11) 2767-6500 | 55 (11) 3053-30528 | daniel.auerbach@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | Harvard Business School | https://www.linkedin.com/in/daniel-auerbach-0535b465/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | ||
| Consenso Aconselhamento Patrimonial | Valeria | Pierini | Founding Partner | 55 (11) 2767-6500 | 55 (11) 3053-30528 | valeria-milani.pierini@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | Ibmec | https://www.linkedin.com/in/valeriamilani/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | |||
| Consenso Aconselhamento Patrimonial | Vinícius | Baptista | Investment Analyst | 55 (11) 2767-6500 | 55 (11) 3053-30528 | vinicius.baptista@consenso.ubs.com | contato@consenso-br.com | Av. Brg. Faria Lima, 4440 - 4th Floor - Itaim Bibi | Sao Paulo | SP | 04538-132 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/vinícius-baptista-cfa-bab7a356/ | Fixed Income, Real Estate | 2.003 | https://www.linkedin.com/company/consenso-aconselhamento-patrimonial/ | http://www.consenso-br.com/ | Consenso is a multi-family office, managing assets belonging to a limited universe of families, with focus on perpetuity. | MF | Rio de Janeiro Office: Av Borges de Medeiros, 633 – SL 303 - Leblon Rio de Janeiro. RJ 22430-041 Brazil Phone: 55 (21) 3256-3245 Curitiba Office: Alameda Dr. Carlos de Carvalho, 555 - 24 - Centro Curitiba, PR 80430-180 Brazil Phone: 55 (41) 3322-1245 Belo Horizonte Office: Av. Raja Gabáglia, 2280 - Cidade Jardim Belo Horizonte, MG 30494-170 Brazil Phone: 55 (31) 3245-7671 | |||
| 292 | Consensus Business Group | Mark | Sandiforth | Acqusitions Director | 44 207 355-7828 | m.sandiforth@cbg.uk.com | 35 Park Lane | London | W1K 1RB | United Kingdom | Europe | The Open University | https://www.linkedin.com/in/mark-sandiforth-936ba51/ | Commercial Real Estate, Residential Real Estate | £2B | http://www.consensusbusiness.com/ | Acting as advisor to companies within the Tchenguiz Family Trust, Consensus Business Group has amassed a portfolio of over 300,000 residential freeholds worth over £4 billion and a commercial portfolio worth over £2 billion. Consensus Business Group has vast experience and a proven track record of acquiring stock directly from national housebuilders and developers over 20 years. | SF | |||||||
| 293 | Consultas LLC | Tim | Wheeler | Managing Partner | (214) 709-6660 | tim.wheeler@consultasllc.com | One Arts Plaza, 1722 Routh Street, Suite 900 | Dallas | TX | 75201 | United States of America | North America | University of North Texas | https://www.linkedin.com/in/tcwheeler/ | Liquid Investments, Equities, Fixed Income, Commodities, Alternatives, Illiquid Investments, Private Equity, Hedge funds, Real Estate, Oil and Gas, Personal Assets, Primary Residence, Vacation Homes, Art & Collectibles, Aircraft, Watercraft | 2.018 | info@clearwaterhousecayman.com | https://www.clearwaterhousecayman.com/ https://www.linkedin.com/company/consultas-llc/ | https://consultasllc.com/ | Consultas is a new breed of multi-family office based in Dallas, Texas. Our team provides highly personalized counsel and an integrated suite of financial and investment management services. By providing this holistic offering we enable our clients to maintain their lifestyles, support the next generation, and pursue lifelong passions and causes. | MF | ||||
| 294 | Conway Capital Partners | Colin | Conway | Principal | colintconway@gmail.com | 1800 2nd St., Suite 603 | Sarasota | FL | 34236 | United States of America | North America | https://www.linkedin.com/in/colintconway/ | Automotive Services, Franchises, Real Estate, Media, Alternative Health, Alternative Lending | https://www.intlcag.com/ | https://www.conwaycapitalpartners.com/ | Conway Capital Partners is an entrepreneur lead family office that actively invests in and purchases businesses in the $10-$150m revenue range, across all sectors. We specialize in mergers and acquisitions, improving the availability of capital, and creating opportunities for small to medium-sized enterprises (“SMEs”) to scale. The firm was founded by Steve & Colin Conway with offices in Sarasota, FL and Raleigh, NC. The Conway family's holdings currently consists of a number of direct investments in Automotive Services, Franchises, Real Estate, Media, Alternative Health, and Alternative Lending. In addition to making structured debt, equity, and hybrid investments into private operating companies, we also invest in special situations including turnarounds, restructurings. | SF | ||||||||
| 295 | Copford Capital Management | Prateek | Kumar | Vice President Asset Management | pk559@cornell.edu | info@copfordcm.com | 4949 S. Niagara St., Suite 300 | Denver | CO | 80237 | United States of America | North America | Cornell University | https://www.linkedin.com/in/prateekkumar559/ | Real Estate. Private Equity, Private Credit, Venture Capital | 2.020 | prateek.kumar@copfordcm.com, pkumar@copfordcm.com, prateek@copfordcm.com, pk@copfordcm.com | https://www.linkedin.com/company/copford-capital-management/ | https://copfordcm.com/ | Copford Capital Management is a single-family office located in Denver, Colorado. Copford is focused on supporting the personal, philanthropic, and investment activity of its principals, with interests across the real estate, private equity, private credit, and venture capital verticals. Our dynamic and agile team, coupled with our consolidated capital source, enables us to strategically grow our portfolio and pursue distinctive opportunities. | SF | ||||
| Copford Capital Management | Sonja | Dimond | Real Estate Development Analyst | sonja.dimond@copfordcm.com | info@copfordcm.com | 4949 S. Niagara St., Suite 300 | Denver | CO | 80237 | United States of America | North America | Cornell University | https://www.linkedin.com/in/sonja-dimond/ | Real Estate. Private Equity, Private Credit, Venture Capital | 2.020 | sdimond@copfordcm.com, sonja@copfordcm.com, sd@copfordcm.com | https://www.linkedin.com/company/copford-capital-management/ | https://copfordcm.com/ | Copford Capital Management is a single-family office located in Denver, Colorado. Copford is focused on supporting the personal, philanthropic, and investment activity of its principals, with interests across the real estate, private equity, private credit, and venture capital verticals. Our dynamic and agile team, coupled with our consolidated capital source, enables us to strategically grow our portfolio and pursue distinctive opportunities. | SF | |||||
| 296 | Copper Beech Capital, LLC | Clay | Yeldell | Investment Team | (214) 751-8200 | cy@cbcap.com | 12400 Coit Rd., Suite 800 | Dallas | TX | 75251 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/clay-yeldell/ | Real Estate, Private Equity, Private Debt | $20M | https://www.linkedin.com/company/copper-beech-capital/ | https://www.cbcap.com/ | Copper Beech Capital, a Dallas-based single family office that selectively invests in real estate, private equity, and private debt alongside best-in-class partners. Our investment size ranges from $2M to $20M. | SF | |||||
| Copper Beech Capital, LLC | Gary | Witherspoon | CPA/Investor | (214) 751-8200 | gw@cbcap.com | 12400 Coit Rd., Suite 800 | Dallas | TX | 75251 | United States of America | North America | Texas A&M University | https://www.linkedin.com/in/gary-witherspoon-52231bb9/ | Real Estate, Private Equity, Private Debt | $20M | https://www.linkedin.com/company/copper-beech-capital/ | https://www.cbcap.com/ | Copper Beech Capital, a Dallas-based single family office that selectively invests in real estate, private equity, and private debt alongside best-in-class partners. Our investment size ranges from $2M to $20M. | SF | ||||||
| Copper Beech Capital, LLC | Aileen | Miller | Director | (214) 751-8200 | am@cbcap.com | 12400 Coit Rd., Suite 800 | Dallas | TX | 75251 | United States of America | North America | Real Estate, Private Equity, Private Debt | $20M | https://www.linkedin.com/company/copper-beech-capital/ | https://www.cbcap.com/ | Copper Beech Capital, a Dallas-based single family office that selectively invests in real estate, private equity, and private debt alongside best-in-class partners. Our investment size ranges from $2M to $20M. | SF | ||||||||
| 297 | Corba Asset Management | Kenneth | Corba | Chairman | (917) 225-6102 | cam@kcorba.com | cam@kcorba.com | 44 Amogerone, Suite 7487 | Greenwich | CT | 06836 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/kennethcorba/ | Publicly held common stocks, private operating businesses, real estate, productive farmland and international income property. | 2.004 | http://cmlegacy.com/ | http://corbaassetmanagement.com/ | Corba Asset Management is the private holdings of investor Ken Corba. | SF | ||||
| 298 | Cornerstone Holdings, LLC | Tom | McCloskey | Chairman | (415) 651-4441 | tom@cstoneholdings.com | info@bvcv.com | 1746 Union Street | San Francisco | CA | 94123 | United States of America | North America | University of Notre Dame / The Wharton School | https://www.linkedin.com/in/tom-mccloskey-9547711/ | Real Estate | 1.998 | tom@urbangreeninv.com, info@urbangreeninv.com | http://urbangreeninv.com/ | https://cstoneholdings.com/ | Cornerstone Holdings is single family office for Tom and Bonnie McCloskey family which focuses on direct investments and real estate development. | SF | |||
| Cornerstone Holdings, LLC | Clark | Lipscomb | President | (970) 948-1883 | clark@cstoneholdings.com | info@bvcv.com | 1821 Blake Street, Suite 200 | Denver | CO | 80202 | United States of America | North America | https://www.linkedin.com/in/clark-lipscomb-786b0a9b/ | Real Estate | 1.998 | info@urbangreeninv.com | http://urbangreeninv.com/ | https://cstoneholdings.com/ | Cornerstone Holdings is single family office for Tom and Bonnie McCloskey family which focuses on direct investments and real estate development. | SF | |||||
| Cornerstone Holdings, LLC | Ryan | Williams | Principal | (415) 651-4441 | rwilliams@cstoneholdings.com | info@bvcv.com | 1821 Blake Street, Suite 200 | Denver | CO | 80202 | United States of America | North America | Colorado State University | https://www.linkedin.com/in/ryan-williams-cfa-4329859/ | Real Estate | 1.998 | info@urbangreeninv.com | http://urbangreeninv.com/ | https://cstoneholdings.com/ | Cornerstone Holdings is single family office for Tom and Bonnie McCloskey family which focuses on direct investments and real estate development. | SF | ||||
| 299 | Corporativo ACR | Rodrigo | Beltrán | Managing Director | 52 (33) 3673-9896 | rbeltran@corporativoacr.com | Av. Paseo del Valle 5065, Technology Park, Zapopan | Jalisco | 45010 | Mexico | North America | Harvard Business School | https://www.linkedin.com/in/rodrigo-beltrán-07775234/ | Real Estate, Agricultural Biotechnology, Biopharma | 2.022 | https://www.corporativoacr.com/ | Mexican single family office firm. Integrate and promote a group of companies and projects of international quality, in an assertive, controlled and profitable manner, with high growth capacity, promoting social welfare. Being a benchmark for high comprehensive strategic performance and innovation in business management, an exemplary family office and national leader in agricultural biotechnology. | SF | |||||||
| Corporativo ACR | Fernando | Topete | Director | 52 (33) 3673-9896 | ftopete@corporativoacr.com | Av. Paseo del Valle 5065, Technology Park, Zapopan | Jalisco | 45010 | Mexico | North America | https://www.linkedin.com/in/fernando-topete-3a28741a8/ | Real Estate, Agricultural Biotechnology, Biopharma | 2.022 | https://www.corporativoacr.com/ | Mexican single family office firm. Integrate and promote a group of companies and projects of international quality, in an assertive, controlled and profitable manner, with high growth capacity, promoting social welfare. Being a benchmark for high comprehensive strategic performance and innovation in business management, an exemplary family office and national leader in agricultural biotechnology. | SF | |||||||||
| 300 | Corya Capital LLC | David | Corya | Managing Director | (812) 663-6900 | 1226 N County Road 500 W | Greensburg | IN | 47240-9334 | United States of America | North America | Indiana University - Kelley School of Business | https://www.linkedin.com/in/pdavidcorya/ | Agriculture, Natural Resources, Commercial Real Estate | info@maddytimber.com | http://coryamanagement.com/ https://maddytimber.com/ | http://corya.com/ | Corya Capital is a single-family office focused on investments in agriculture, natural resources and commercial real estate. We manage a large-scale investment platform that deploys permanent capital into the acquisition, development and leasing of world-class assets. | SF | ||||||
| 301 | COSTA Asset Management | Charles | Condro | Financial Controller | 61 3 5292 8200 | ccondro@costaam.com.au | info@costaam.com.au | P.O. Box 303 | Geelong | VIC | 3220 | Australia | Australia / Oceania | Deakin University | https://www.linkedin.com/in/charles-condro-220223a0/ | Agriculture, AgriProperty, Private Equity, Property Assets | foundation@costaam.com.au | Physical Address: 174 Moorabool Street Geelong, VIC 3220 Australia | https://www.costaam.com.au/ | Costa Asset Management (CAM) is a Single-Family Office with a large and diverse range of assets. CAM’s activities focus on developing, managing and sustaining capital across a portfolio of Agriculture, Private Equity and Property assets. | SF | ||||
| COSTA Asset Management | Robert | Costa | Chairman | 61 3 5292 8200 | robert@costaam.com.au | info@costaam.com.au | P.O. Box 303 | Geelong | VIC | 3220 | Australia | Australia / Oceania | Agriculture, AgriProperty, Private Equity, Property Assets | foundation@costaam.com.au | Physical Address: 174 Moorabool Street Geelong, VIC 3220 Australia | https://www.costaam.com.au/ | Costa Asset Management (CAM) is a Single-Family Office with a large and diverse range of assets. CAM’s activities focus on developing, managing and sustaining capital across a portfolio of Agriculture, Private Equity and Property assets. | SF | |||||||
| 302 | Coughlin Capital Family Office | Carl | Coughlin | Managing Partner | carl@coughlincapital.com | 655 Irwin Street, Suite B #1056 | San Rafael | CA | 94901 | United States of America | North America | Santa Clara University | https://www.linkedin.com/in/carl-coughlin-045806a/ | Supply Chain, Entrepreneur Partnerships, Real Estate | https://coughlincapital.com/ | Coughlin Capital Family Office is a single family office for the Coughlin Family. | SF | ||||||||
| Coughlin Capital Family Office | Francis | Coughlin | Managing Partner | fran@coughlincapital.com | 655 Irwin Street, Suite B #1056 | San Rafael | CA | 94901 | United States of America | North America | Miami University | https://www.linkedin.com/in/fran-coughlin-13b6574/ | Supply Chain, Entrepreneur Partnerships, Real Estate | https://coughlincapital.com/ | Coughlin Capital Family Office is a single family office for the Coughlin Family. | SF | |||||||||
| Coughlin Capital Family Office | Kevin | Coughlin | Managing Partner | kevin@coughlincapital.com | 655 Irwin Street, Suite B #1056 | San Rafael | CA | 94901 | United States of America | North America | Santa Clara University | https://www.linkedin.com/in/kevin-coughlin-94520750/ | Supply Chain, Entrepreneur Partnerships, Real Estate | https://coughlincapital.com/ | Coughlin Capital Family Office is a single family office for the Coughlin Family. | SF | |||||||||
| 303 | COX Capital Group | Murtajur | Rahman | Chairman & CEO | (212) 232-0032 | mrahman@coxcapgroup.com | info@coxcapgroup.com | 14 Wall Street, Floor #20 | New York | NY | 10005 | United States of America | North America | New York University | https://www.linkedin.com/in/murtajurrahman/ | Health Care, Commercial Real Estate, Pharmaceuticals, Technology | murtajur@yahoo.com | https://coxcapgroup.com/ | COX Capital Group is a boutique investment banking firm headquartered in New York City. An international multi family office is a versatile firm offering a wide array of professional services to high net worth and ultra high net worth families. We serve multi-generational and multinational families around the globe, ensuring that every aspect of their financial governance plan is thoroughly and accurately addressed. Our in-house advisement professionals partner with our families to provide executive level customized care. We work with high net worth and ultra high net worth individuals and their families to manage, preserve, and protect their wealth across generations. Our combined 70 years of experience in wealth structuring enable us to guide our clients through the myriad of regulatory and legal issues surrounding multi-jurisdictional exposure, inheritance, and giving. | MF | |||||
| COX Capital Group | Simeon | Berry | Managing Director Capital Markets Europe | SBerry@coxcapgroup.com | info@coxcapgroup.com | Failte Clay Head Road | Baldrine | Isle of man | Europe | Health Care, Commercial Real Estate, Pharmaceuticals, Technology | London Office: 71-75 Shelton Street London, Greater London, WC2H 9JQ United Kingdom | https://coxcapgroup.com/ | COX Capital Group is a boutique investment banking firm headquartered in New York City. An international multi family office is a versatile firm offering a wide array of professional services to high net worth and ultra high net worth families. We serve multi-generational and multinational families around the globe, ensuring that every aspect of their financial governance plan is thoroughly and accurately addressed. Our in-house advisement professionals partner with our families to provide executive level customized care. We work with high net worth and ultra high net worth individuals and their families to manage, preserve, and protect their wealth across generations. Our combined 70 years of experience in wealth structuring enable us to guide our clients through the myriad of regulatory and legal issues surrounding multi-jurisdictional exposure, inheritance, and giving. | MF | |||||||||||
| COX Capital Group | Douglas | Thompson | Managing Director & Head of Commercial Real Estate | (212) 232-0032 | dthompson@coxcapgroup.com | info@coxcapgroup.com | 14 Wall Street, Floor #20 | New York | NY | 10005 | United States of America | North America | Health Care, Commercial Real Estate, Pharmaceuticals, Technology | https://coxcapgroup.com/ | COX Capital Group is a boutique investment banking firm headquartered in New York City. An international multi family office is a versatile firm offering a wide array of professional services to high net worth and ultra high net worth families. We serve multi-generational and multinational families around the globe, ensuring that every aspect of their financial governance plan is thoroughly and accurately addressed. Our in-house advisement professionals partner with our families to provide executive level customized care. We work with high net worth and ultra high net worth individuals and their families to manage, preserve, and protect their wealth across generations. Our combined 70 years of experience in wealth structuring enable us to guide our clients through the myriad of regulatory and legal issues surrounding multi-jurisdictional exposure, inheritance, and giving. | MF | |||||||||
| 304 | Crathre Family Investments | Paul | Dwyer | Managing Director | Direct: 61 4 0999 5105 | paul.dwyer@pscinsurance.com.au | paul.dwyer@pscinsurance.com.au | 96 Wellington Parade | East Melbourne | VIC | 3002 | Australia | Australia / Oceania | Architecture, Construction, Finance, Media and Publishing, Property, Professional Services, Recruitment, Retail, Sports, Technology | https://www.pscinsurancegroup.com.au/management-team/ http://www.pscinsurance.com.au/western-force-joins-psc-insurance-group/ | https://crathre.com/ | Crathre Family Investments serves as a single family office fitm for the Dwyer family. We have a focused philosophy to investing and, we tend to be nimble and opportunistic in our approach to implementing our investment strategy. We invest in businesses we understand: there is beauty in simplicity. While the types of investments are diverse (from private organisations, existing property and small public companies), we focus our attention on capable and trustworthy management. Crathre is not an investment fund, we supply permanent capital and provide the advantages of a long-term, wholistic approach to the partners we select. | SF | |||||||
| 305 | CREA Trust Reg. | Christian | Verling | Chief Executive Officer | 423 237 65 75 | 423 237 65 71 | christian.verling@crea-group.com | trust@crea-group.com | Josef-Rheinberger-Strasse 2, P.O. Box 819 | Vaduz | LI-9490 | Liechtenstein | Europe | https://www.linkedin.com/in/christian-verling-6811445/ | Real Estate | 1.995 | http://www.crea-group.com/en-GB/CREA-Trust-reg-/Family-Office-en.aspx | https://www.crea-group.com/ | As a Family Office CREA Trust Reg. takes personalized, all-round care of all the customer’s assets. They offer bank-independent, tailored concepts in the field of asset management. | MF | |||||
| 306 | Crescendo Family Office SA | Nicolas | Leick | Portfolio Manager | 41 225 937 000 | 41 225 937 029 | nicolas.leick@gmail.com | Avenue de Champel 8C | Geneva | CH-1206 | Switzerland | Europe | Universite de Lorraine | https://www.linkedin.com/in/nicolas-leick-87aa82a4/ | Real Estate, Portfolio Management, Global Markets | $3B | https://www.linkedin.com/company/crescendo-group/ | https://www.crescendo-grp.com/en | Crescendo Family Office was born in 2003 as a Family Office and Asset Management Company, which soon evolved into a Multi-Family Office responding to the needs of High and Ultra High Net Worth Individuals and Families. We align our Savoir-Faire to our Clients’ expectations, and strive to source and offer them broader opportunities and results. Our specialty is providing tailor-made solutions to the unique needs of each of our Clients. Thanks to our Partnerships and Network, our reach extends to all continents. Our flexibility allows us to accommodate our Clients in any part of the world, be it North America, Switzerland, Monaco, Middle East, Asia or Latin America. | MF | |||||
| 307 | Crestone Capital Advisors LLC | Doug | Bonnette | Principal | (303) 442-4447 | (303) 442-4587 | dbonnette@crestonecap.com | info@crestonecap.com | 1048 Pearl St., Suite 450 | Boulder | CO | 80302 | United States of America | North America | Miami University | https://www.linkedin.com/in/doug-bonnette-b00431/ | Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. | 1.991 | $3B | https://www.linkedin.com/company/crestone-capital/ | https://www.crestonecapital.com/ | Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. | MF | ||
| Crestone Capital Advisors LLC | Abby | Barlow | Executive Director, Shareholder, Investment Research | (303) 442-4447 | (303) 442-4587 | abarlow@crestonecapital.com | info@crestonecap.com | 1048 Pearl St., Suite 450 | Boulder | CO | 80302 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/abby-barlow-cfa-6488705/ | Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. | 1.991 | $3B | https://www.linkedin.com/company/crestone-capital/ | https://www.crestonecapital.com/ | Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. | MF | |||
| Crestone Capital Advisors LLC | Abby | Krolick | Executive Director - Business Operations | (303) 442-4447 | (303) 442-4587 | akrolick@crestonecapital.com | info@crestonecap.com | 1048 Pearl St., Suite 450 | Boulder | CO | 80302 | United States of America | North America | Western Michigan University | https://www.linkedin.com/in/abby-krolick-a7309614/ | Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. | 1.991 | $3B | https://www.linkedin.com/company/crestone-capital/ | https://www.crestonecapital.com/ | Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. | MF | |||
| Crestone Capital Advisors LLC | Eric | Kramer | Principal & Founder | (303) 442-4447 | (303) 442-4587 | ekramer@crestonecap.com | info@crestonecap.com | 1048 Pearl St., Suite 450 | Boulder | CO | 80302 | United States of America | North America | University of Colorado Boulder - Leeds School of Business | https://www.linkedin.com/in/eric-kramer-409761/ | Alternative investment markets with a focus on real estate, hedge funds, commodities, and natural resources. | 1.991 | $3B | https://www.linkedin.com/company/crestone-capital/ | https://www.crestonecapital.com/ | Crestone Capital is an independent, multi-family office that delivers unmatched wealth management services to an exclusive network of entrepreneurs, business owners and their families. | MF | |||
| 308 | Croson Investment Partners | Charles | Croson | Partner & Chief Investment Officer | charles@croson.com | 1321 Tappie Toorie Circle | Lake Mary | FL | 32746 | United States of America | North America | University of Tampa - John H. Sykes College of Business | https://www.linkedin.com/in/charlescroson/ | Private Equity, Real Estate, Alternative Assets, Asset Management | 2.015 | https://www.linkedin.com/company/croson-investment-partners/ | Croson Investment Partners, Single Family office specializing in Southeastern commercial residential real estate (senior, multi, student, SFH developments), though we welcome smaller investments in other property types. We are seeking JV opportunities with emerging CRE owner/operators and developers. We also seek direct investment opportunities in Florida-based operational businesses. | SF | |||||||
| 309 | 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 | Concordia University | 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 | ||||||
| 310 | Cruttenden Partners, LLC | Walter | Cruttenden | President | Direct: (949) 399-9000 | walter@acorns.com | 4600 Campus Dr. | Newport Beach | CA | 92660 | United States of America | North America | University of Advancing Technology / UC Irvine | https://www.linkedin.com/in/walter-cruttenden-58097b34/ | Public Companies, Real Estate, FinTech, Financial Technology | 2.000 | https://www.linkedin.com/company/cruttenden-partners-llc/about/ | http://cruttendenpartners.com/ | Cruttenden Partners is the investment entity of the Cruttenden family, primarily through the capital of Walter Cruttenden and his four sons, and occasionally a few friends. We have investments in a small number of private companies, a few public companies, and real estate, but no longer disclose our investments. We are not actively seeking or soliciting new opportunities. We do not manage outside capital. Our focus is on emerging growth industries. We prioritize investing in the best of breed with a long-term time horizon. | SF | |||||
| Cruttenden Partners, LLC | Rian | Cruttenden | Chief Financial Officer | Direct: (949) 399-9000 | rian@cruttendenpartners.com | 4600 Campus Dr. | Newport Beach | CA | 92660 | United States of America | North America | University of Miami Herbert Business School | https://www.linkedin.com/in/rian-cruttenden-9b67575/ | Public Companies, Real Estate, FinTech, Financial Technology | 2.000 | https://www.linkedin.com/company/cruttenden-partners-llc/about/ | http://cruttendenpartners.com/ | Cruttenden Partners is the investment entity of the Cruttenden family, primarily through the capital of Walter Cruttenden and his four sons, and occasionally a few friends. We have investments in a small number of private companies, a few public companies, and real estate, but no longer disclose our investments. We are not actively seeking or soliciting new opportunities. We do not manage outside capital. Our focus is on emerging growth industries. We prioritize investing in the best of breed with a long-term time horizon. | SF | ||||||
| 311 | Cudlob Capital | John | Broe | Vice President | (305) 669-5064 | jbroe@cudlob.com | 5793 Commerce Lane | Miami | FL | 33143 | United States of America | North America | University of Florida | https://www.linkedin.com/in/john-broe-17b0ab5/ | real Estate | 2.017 | https://www.linkedin.com/company/cudlob-capital/ | https://cudlob.com/ | Cudlob Capital is a Florida based single family office with assets invested globally across a wide variety of asset classes. As a single family office, we take a long-term view and can create bespoke structures that provide maximum flexibilty. | SF | |||||
| Cudlob Capital | Jeffrey | Smith | Vice President | (305) 669-5064 | jsmith@cudlob.com | 5793 Commerce Lane | Miami | FL | 33143 | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/jeff-w-smith/ | real Estate | 2.017 | https://www.linkedin.com/company/cudlob-capital/ | https://cudlob.com/ | Cudlob Capital is a Florida based single family office with assets invested globally across a wide variety of asset classes. As a single family office, we take a long-term view and can create bespoke structures that provide maximum flexibilty. | SF | ||||||
| 312 | Cukierman & Co. Family Office | Eden | Hay | Managing Partner | 972 3 695 0666 | 972 3 695 0222 | eden.h@cukierman.co.il | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | Private Equity Fund, Real Estate Investments, Life Science, Food Tech, Agri Tech, Mobility, Energy, Green Tech | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | |||||
| Cukierman & Co. Family Office | Maya | Gal | Executive Assistant to CEO | 972 3 695 0666 | 972 3 695 0222 | mayag@catalyst-fund.com | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | https://www.linkedin.com/in/maya-gal-598533200/ | Private Equity Fund, Real Estate Investments, Life Science, Food Tech, Agri Tech, Mobility, Energy, Green Tech | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | |||||
| Cukierman & Co. Family Office | Eli | Avigosh | Senior Partner | 972 4 834 0587 | 972 3 695 0222 | a1eshkolot@gmail.com | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | University of Haifa | https://www.linkedin.com/in/eli-avigosh-11670236/ | Private Equity Fund, Real Estate Investments, Life Science, Food Tech, Agri Tech, Mobility, Energy, Green Tech | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | ||||
| Cukierman & Co. Family Office | Haggai | Ravid | Managing Partner & CEO | 972 4 834 0587 | 972 3 695 0222 | haggai.r@cukierman.co.il | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | https://www.linkedin.com/in/haggai-ravid-15209a14a/ | Private Equity Fund, Real Estate Investments, Life Science, Food Tech, Agri Tech, Mobility, Energy, Green Tech | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | |||||
| Cukierman & Co. Family Office | Arnaud | Rodrigue | Managing Partner | 972 4 834 0587 | 972 3 695 0222 | arnaud.r@cukierman.co.il | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | https://www.linkedin.com/in/arnaud-rodrigue-9112b59b/ | Private Equity Fund, Real Estate Investments, Life Science, Food Tech, Agri Tech, Mobility, Energy, Green Tech | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | |||||
| Cukierman & Co. Family Office | Boaz | Harel | President & Managing Partner | 972 4 834 0587 | 972 3 695 0222 | boazh@catalyst-fund.com | info@cukierman.co.il | 28 Haarbaa St., North Tower, 23rd Floor | Tel Aviv | 6473925 | Israel | Asia | Private Equity Fund, Real Estate Investments | 1.993 | $10.2B | https://www.linkedin.com/company/cukierman-&-co.-investment-house/ | https://cukierman.co.il/ | Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. | MF | ||||||
| 313 | 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 | Metropolitan State University of Denver | 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 | The Wharton School | 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 | |||||
| 314 | Cypress Capital Group | Wen | Shiau | Managing Partner | (646) 470-6155 | wen.shiau@cypresscapgroup.com | info@cypresscapgroup.com | 855 El Camino Real, Suite 13A-355 | Palo Alto | CA | 94301 | United States of America | North America | Cornell University | https://www.linkedin.com/in/hws86/ | Multifamily, Middle Income Housing, Value-Add, Properties, Private Equity Real Estate in Silicon Valley, New York and other Tech Centered Cities in USA | 2.011 | https://www.linkedin.com/company/cypress-capital-group/ | https://www.cypresscapgroup.com/ | CCG is a single family office and sponsor of Cypress Capital Partners real estate funds. We invest in real estate because it offers the best risk-adjusted returns. We focus on Silicon Valley and New York City because we invest where wealth is created during bull markets and preserved during bear markets. Based in Silicon Valley and New York, CCG utilizes its partners' and advisors' wealth of knowledge and experience to create value for its investors through opportunistic investing and meticulous attention to detail. | SF | ||||
| Cypress Capital Group | Joseph | Luik | Partner | (646) 470-6155 | joseph.luik@cypresscapgroup.com | info@cypresscapgroup.com | 855 El Camino Real, Suite 13A-355 | Palo Alto | CA | 94301 | United States of America | North America | Hofstra University | https://www.linkedin.com/in/joseph-luik-2b51a720/ | Multifamily, Middle Income Housing, Value-Add, Properties, Private Equity Real Estate in Silicon Valley, New York and other Tech Centered Cities in USA | 2.011 | http://www.mtpathcapital.com/ | https://www.cypresscapgroup.com/ | CCG is a single family office and sponsor of Cypress Capital Partners real estate funds. We invest in real estate because it offers the best risk-adjusted returns. We focus on Silicon Valley and New York City because we invest where wealth is created during bull markets and preserved during bear markets. Based in Silicon Valley and New York, CCG utilizes its partners' and advisors' wealth of knowledge and experience to create value for its investors through opportunistic investing and meticulous attention to detail. | SF | |||||
| Cypress Capital Group | Pui | Wong | Principal | (646) 470-6155 | pui.wong@cypresscapgroup.com | info@cypresscapgroup.com | 855 El Camino Real, Suite 13A-355 | Palo Alto | CA | 94301 | United States of America | North America | University of Chicago | https://www.linkedin.com/in/pui-w-436b8764/ | Multifamily, Middle Income Housing, Value-Add, Properties, Private Equity Real Estate in Silicon Valley, New York and other Tech Centered Cities in USA | 2.011 | https://www.linkedin.com/company/cypress-capital-group/ | https://www.cypresscapgroup.com/ | CCG is a single family office and sponsor of Cypress Capital Partners real estate funds. We invest in real estate because it offers the best risk-adjusted returns. We focus on Silicon Valley and New York City because we invest where wealth is created during bull markets and preserved during bear markets. Based in Silicon Valley and New York, CCG utilizes its partners' and advisors' wealth of knowledge and experience to create value for its investors through opportunistic investing and meticulous attention to detail. | SF | |||||
| 315 | Dakota Pacific | Jeff | Gochnour | Director of Development | (801) 961-1131 | jgochnour@dakotapacific.com | 299 South Main Street, Suite 2450 | Salt Lake City | UT | 84111 | United States of America | North America | University of Utah | https://www.linkedin.com/in/jeff-gochnour-9a8a646/ | Private Equity, Real Estate, Office, Multifamily, Hospitality, Retail, Venture Capital | https://www.linkedin.com/company/dakota-pacific/ | https://dakotapacific.com/ | Dakota Pacific is a privately held asset management firm that traces its origins from the JR Miller family office. JR Miller was founded in 1989 by John R. Miller, whose vision and operational expertise can be seen throughout its many diverse holdings in real estate, private enterprise, and agriculture. In 2009, John retired as the CEO of National Beef Packing Company. During his tenure, John grew the Company through strategic partnerships and asset acquisitions beginning in 1991. | MF | ||||||
| Dakota Pacific | Teri | Davis | Executive Assistant | (801) 961-1138 | teri.davis@jrmiller.com | 299 South Main Street, Suite 2450 | Salt Lake City | UT | 84111 | United States of America | North America | Park University | https://www.linkedin.com/in/teri-davis-a9368938/ | Private Equity, Real Estate, Office, Multifamily, Hospitality, Retail, Venture Capital | https://www.linkedin.com/company/dakota-pacific/ | https://dakotapacific.com/ | Dakota Pacific is a privately held asset management firm that traces its origins from the JR Miller family office. JR Miller was founded in 1989 by John R. Miller, whose vision and operational expertise can be seen throughout its many diverse holdings in real estate, private enterprise, and agriculture. In 2009, John retired as the CEO of National Beef Packing Company. During his tenure, John grew the Company through strategic partnerships and asset acquisitions beginning in 1991. | MF | |||||||
| 316 | Dancap Family Investment Office | Paul | Tershakowec | Investment Director | (416) 590-9444 | (416) 590-7444 | paul@dancap.ca | 197 Sheppard Ave. West | West Toronto | ON | M2N 1M9 | Canada | North America | Wilfrid Laurier University | https://www.linkedin.com/in/paul-tershakowec-ma-cfa-48a914a/ | Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments | 2.000 | $300M | https://www.linkedin.com/company/dancap-private-equity-inc/ | https://dancap.ca/ | Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. | SF | |||
| Dancap Family Investment Office | Tristan | Weatherhead | Senior Investment Analyst | (416) 590-9444 | (416) 590-7444 | tristan@dancap.ca | 197 Sheppard Ave. West | West Toronto | ON | M2N 1M9 | Canada | North America | Wilfrid Laurier University | https://www.linkedin.com/in/tristan-weatherhead-a723abb8/ | Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments | 2.000 | $300M | https://www.linkedin.com/company/dancap-private-equity-inc/ | https://dancap.ca/ | Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. | SF | ||||
| Dancap Family Investment Office | Hussein | Sobh | Senior Portfolio Administrator | (416) 590-9444 | (416) 590-7444 | hussein@dancap.ca | 197 Sheppard Ave. West | West Toronto | ON | M2N 1M9 | Canada | North America | https://www.linkedin.com/in/hussein-sobh-aaa869153/ | Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments | 2.000 | $300M | https://www.linkedin.com/company/dancap-private-equity-inc/ | https://dancap.ca/ | Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. | SF | |||||
| Dancap Family Investment Office | Aubrey | Dan | President | (647) 297-6470 | (416) 590-7444 | aubreydan@dancap.ca | 197 Sheppard Ave. West | West Toronto | ON | M2N 1M9 | Canada | North America | Western University | https://www.linkedin.com/in/aubrey-dan-940a031/ | Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments | 2.000 | $300M | https://www.linkedin.com/company/dancap-private-equity-inc/ | https://dancap.ca/ | Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. | SF | ||||
| Dancap Family Investment Office | Elias | Toby | COO & CFO | (416) 590-9444 | (416) 590-7444 | elias@dancap.ca | 197 Sheppard Ave. West | West Toronto | ON | M2N 1M9 | Canada | North America | University of Toronto | https://www.linkedin.com/in/elias-toby-66660333/ | Public Equities, Private Equity, Hedge Funds, Real Estate, Alternative Investments, Private Debt, Structured Investments | 2.000 | $300M | https://www.linkedin.com/company/dancap-private-equity-inc/ | https://dancap.ca/ | Dancap is a single-family office that has been in operation since 2001, the principal is Aubrey Dan. | SF | ||||
| 317 | DAO Family Office | Artūras | Razgūnas | Partner | arturas.razgunas@daofamily.com | info@daofamily.com | Lvivo g. 105A | Vilnius | LT-08104 | Lithuania | Europe | https://www.linkedin.com/in/artūras-razgūnas-977196176/ | Real Estate | 2.012 | https://www.linkedin.com/company/dao-family/ | https://www.daofamily.com/ | DAO FAMILY is a single family office firm for the Misiunas family. * managing investments and business development, where Misiunas family is the principal investor; * liaising with co-investors; * providing legal, HR, analytical, financial and project management support to its investments. | SF | |||||||
| DAO Family Office | Vykintas | Misiunas | Partner | vykintas.misiunas@daofamily.com | info@daofamily.com | Lvivo g. 105A | Vilnius | LT-08104 | Lithuania | Europe | University of Greenwich | https://www.linkedin.com/in/vykintas-misiunas-78334113a/ | Real Estate | 2.012 | https://www.linkedin.com/company/dao-family/ | https://www.daofamily.com/ | DAO FAMILY is a single family office firm for the Misiunas family. * managing investments and business development, where Misiunas family is the principal investor; * liaising with co-investors; * providing legal, HR, analytical, financial and project management support to its investments. | SF | |||||||
| 318 | DAS Capital Group, LLC | David | Steinschraber | Managing Member | (917) 281-1000 | david@dascapitalgroup.com | 212 west 35th Street, 11th Floor | New York | NY | 10023 | United States of America | North America | Brandeis University / Duke University | https://www.linkedin.com/in/david-steinschraber-cfa-4981556/ | Public Equity, Private Equity, Derivative and Structured Products, Angel/Venture Capital, Real Estate, Alternative Assets and Managed Funds, Technology | 2.011 | dsteinschraber@gmail.com | https://dascapitalgroup.com/ | Family Office and Holding Company. | SF | |||||
| 319 | Daszkal Bolton Family Office | Jennifer | Ridgely | Partner | Direct: (561) 886-5205 | jridgely@dbllp.com | 4455 Military Trail, Suite 201 | Jupiter | FL | 33458 | United States of America | North America | Florida Atlantic University | https://www.linkedin.com/in/jennifer-ridgely-12843217/ | Athletes and Entertainers, Biotech/Life Science, Broker Dealer/Hedge Funds, Construction, Health Care Organizations, High-Tech Companies, Hospitality, Manufacturing/Distribution, Not-for-Profit Organizations, Professional Service Firms, Real Estate, Retail, SEC Registrants | 2.012 | http://dbllp.com/family-office/ | https://dbllp.com/ | DB Family Office Services stands by the side of high net worth families to deliver confidence in the management of complex interests. Our diverse professionals serve as the representatives, confidants and brain trust for multigenerational families from around the world. At DB Family Office Services, we recognize that a high net worth family is forever building its legacy. | MF | |||||
| Daszkal Bolton Family Office | Barry | Gurland | Partner | Direct: (561) 886-5283 | bgurland@dbfos.com | 490 Sawgrass Corp Pkwy, Suite 200 | Sunrise | FL | 33324 | United States of America | North America | Villanova University | https://www.linkedin.com/in/barry-gurland-bb627521/ | Athletes and Entertainers, Biotech/Life Science, Broker Dealer/Hedge Funds, Construction, Health Care Organizations, High-Tech Companies, Hospitality, Manufacturing/Distribution, Not-for-Profit Organizations, Professional Service Firms, Real Estate, Retail, SEC Registrants | 2.012 | http://dbllp.com/family-office/ | https://dbllp.com/ | DB Family Office Services stands by the side of high net worth families to deliver confidence in the management of complex interests. Our diverse professionals serve as the representatives, confidants and brain trust for multigenerational families from around the world. At DB Family Office Services, we recognize that a high net worth family is forever building its legacy. | MF | ||||||
| 320 | David W McCary, LLC | David | McCary | Virtual Single Family Office Co-Founder & Lead Advisor | Office: (860) 761-1000, Mobile: (860) 573-1482 | (860) 761-1009 | david.mccary@mccary-anheuser-wealth.com | 15 North Main Street, Suite 100 | West Hartford | CT | 06107 | United States of America | North America | https://www.linkedin.com/in/davidmccary/ | Real Estate, Private Equity, Alternative Investments | 2.001 | dwmccary@gmail.com, dmccary@duxfordcapital.com | https://www.mccary-anheuser-wealth.com/ https://david-mccary-tpbr.squarespace.com/ https://static.fmgsuite.com/media/downloadables/images/documents/58b451c7-e9a2-4ce9-9ed2-cafb503f67e9.pdf | https://www.dwmccary.com/ | Lead advisor to an ultra-high net worth family advising them from initial liquidity event to on-going multi-generational family estate planning. | SF | ||||
| 321 | Davidoff & Frey Family Office | Tatyana | Davidoff | Chief Executive Officer | 41 444 637 257 | info@davidoff-family-office.ch | Birmensdorferstr. 192 | Zurich | CH-8003 | Switzerland | Europe | University of Essex | https://www.linkedin.com/in/tatyana-davidoff-ll-m-36909819/ | Fund, Technology, Real Estate, Risk Management | 2.015 | https://davidoff-family-office.ch/ | The Davidoff Frey Family Office is pre-dominantly the family office of the Davidoff family in Zurich. | MF | |||||||
| 322 | Davos Partners LLC | Trey | Taylor | Chief Executive Officer | trey@davosllc.com | 1400 16th Street, Suite 400 | Denver | CO | 80202 | United States of America | North America | Private Equity, Real Estate, Liquid Securities | 2.018 | https://www.davosllc.com/outfit | https://www.davosllc.com/ | Davos Partners, a Denver-based single-family office supporting private and public middle-market companies operating in North America. | SF | ||||||||
| 323 | de Raekt S.à.r.l / BV | Rob | van Gansewinkel | Chief Investment Officer | 352 262 586 541 | 352 26 459 422 | rob.vangansewinkel@deraekt.com | info@deraekt.com | One on One, 1, route d'Esch | Luxembourg | L1470 | Luxembourg | Europe | Erasmus University Rotterdam | https://www.linkedin.com/in/rob-van-gansewinkel/ | Hedge Funds, Funds of Hedge Funds, Shares, Bonds, Liquid Assets, Commodities, Real Estate, Private Equity | 1.969 | https://www.linkedin.com/in/pascalmartis/ | https://deraekt.com/ | De Raekt SARL/BV is a holding founded in 1969 as a Single Family Office of which the head office is established in Luxemburg . | SF | ||||
| 324 | Deason Capital Services, LLC | Doug | Deason | President | (214) 378-3600 | ann@deasoncap.com | 5956 Sherry Lane, Suite 800 | Dallas | TX | 75225 | United States of America | North America | https://www.linkedin.com/in/jennifer-cole-23740440/ | PE Funds, Debt Funds, Oil and Gas Funds and LPs, Subprime Auto Loans, Real Estate, Mezzanine Loans and other Assets | 2.009 | $1.5B | jennifer@deasoncap.com | https://www.linkedin.com/company/deason-capital-services-llc/ | Deason Capital Services manages family assets including a large holding of Xerox Corporation shares; municipal bonds; a majority holding in FUNimation Entertainment and 1200 Media; a substantial holding in oil and gas operating company Foreland Resources, LLC; and a large holding in the global tax services firm Ryan, LLC. DCS also has investments in PE funds, debt funds, oil and gas funds and LPs, subprime auto loans, real estate, mezzanine loans and other assets and investments. | SF | |||||
| Deason Capital Services, LLC | Scott | Letier | Managing Director | (203) 849-2656 | sletier@deasoncap.com | 5956 Sherry Lane, Suite 800 | Dallas | TX | 75225 | United States of America | North America | Southern Methodist University - Cox School of Business | https://www.linkedin.com/in/scottletier/ | PE Funds, Debt Funds, Oil and Gas Funds and LPs, Subprime Auto Loans, Real Estate, Mezzanine Loans and other Assets | 2.009 | $1.5B | https://www.linkedin.com/company/deason-capital-services-llc/ | Deason Capital Services manages family assets including a large holding of Xerox Corporation shares; municipal bonds; a majority holding in FUNimation Entertainment and 1200 Media; a substantial holding in oil and gas operating company Foreland Resources, LLC; and a large holding in the global tax services firm Ryan, LLC. DCS also has investments in PE funds, debt funds, oil and gas funds and LPs, subprime auto loans, real estate, mezzanine loans and other assets and investments. | SF | ||||||
| 325 | 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 | University of Rhode Island | 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 | University of South Florida | 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 | ||||
| 326 | DeBruce Companies | Paul | DeBruce | Chief Executive Officer | paul@debruce.net | info@debruce.net | 4520 Main Street, Suite 1500 | Kansas City | MO | 64111 | United States of America | North America | https://www.linkedin.com/in/paul-debruce-36334b1b5/ | Private Equity, Biotech, Energy, Manufacturing, Technology, Real Estate | 2.011 | $5B | pdebruce@debruce.com | https://www.linkedin.com/company/debruce-companies/ | https://www.debruce.net/ | DeBruce Companies is a single family office managing a diverse investment portfolio of Paul DeBruce, founder and former CEO of DeBruce Grain, Inc. Founded in 1978, DeBruce Grain and its affiliated companies became a multinational, industry-leading agricultural and grain-trading organization with over $5 billion in annual revenues before being sold to Gavilon in 2011. The portfolio of DeBruce Companies includes private equity and other asset class investments across a broad range of industries, including biotech, energy, manufacturing, technology and real estate. | SF | ||||
| DeBruce Companies | Dan | Loiacono | Director of Business Development | Direct: (913) 488-7038 | dan@dla-usa.com | info@debruce.net | 4520 Main Street, Suite 1500 | Kansas City | MO | 64111 | United States of America | North America | Rockhurst University | https://www.linkedin.com/in/danloiacono/ | Private Equity, Biotech, Energy, Manufacturing, Technology, Real Estate | 2.011 | $5B | https://dla-usa.com/ | https://www.debruce.net/ | DeBruce Companies is a single family office managing a diverse investment portfolio of Paul DeBruce, founder and former CEO of DeBruce Grain, Inc. Founded in 1978, DeBruce Grain and its affiliated companies became a multinational, industry-leading agricultural and grain-trading organization with over $5 billion in annual revenues before being sold to Gavilon in 2011. The portfolio of DeBruce Companies includes private equity and other asset class investments across a broad range of industries, including biotech, energy, manufacturing, technology and real estate. | SF | ||||
| DeBruce Companies | Leo | Morton | President & COO | esmietseng@gmail.com | info@debruce.net | 4520 Main Street, Suite 1500 | Kansas City | MO | 64111 | United States of America | North America | Massachusetts Institute of Technology | https://www.linkedin.com/in/leo-morton-07737834/ | Private Equity, Biotech, Energy, Manufacturing, Technology, Real Estate | 2.011 | $5B | https://info.umkc.edu/staffcouncil/staff-spotlight-chancellor-leo-e-morton/ | https://www.debruce.net/ | DeBruce Companies is a single family office managing a diverse investment portfolio of Paul DeBruce, founder and former CEO of DeBruce Grain, Inc. Founded in 1978, DeBruce Grain and its affiliated companies became a multinational, industry-leading agricultural and grain-trading organization with over $5 billion in annual revenues before being sold to Gavilon in 2011. The portfolio of DeBruce Companies includes private equity and other asset class investments across a broad range of industries, including biotech, energy, manufacturing, technology and real estate. | SF | |||||
| 327 | Declaration Partners LP | Brian | Stern | Partner & Co-Head of Tactical Growth | (212) 321-4030 | bstern@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | Harvard University / Yale Law School | https://www.linkedin.com/in/brian-stern-689b07180/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | |||
| Declaration Partners LP | Brian | Frank | Founder, Managing Partner & Co-Head of Tactical Growth | (212) 321-4030 | bfrank@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | Harvard University | https://www.linkedin.com/in/brian-frank-16b05374/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| Declaration Partners LP | Annie | Sloyer | Partner & Chief Financial Officer | (212) 321-4030 | asloyer@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | Washington University in St. Louis - Olin Business School | https://www.linkedin.com/in/annie-sloyer-0747155/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| Declaration Partners LP | Elliot | Wagner | Partner & Co-Head of Tactical Growth | (212) 321-4030 | ewagner@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | Cornell University | https://www.linkedin.com/in/elliot-wagner-6b8a5513/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| Declaration Partners LP | Robert | Rucks | Vice President | (212) 321-4030 | rrucks@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | William & Mary | https://www.linkedin.com/in/robert-rucks-1ba414a4/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| Declaration Partners LP | David | Rabin | Managing Director | (212) 321-4030 | drabin@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | Brown University | https://www.linkedin.com/in/david-rabin-00396317/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| Declaration Partners LP | Ron | Dalal | Partner | (212) 321-4030 | rdalal@declarationpartners.com | info@declarationpartners.com | 510 Madison Avenue | New York | NY | 10022 | United States of America | North America | University of Maryland | https://www.linkedin.com/in/ron-dalal-56921716/ | Private Equity, Growth Equity, Real Estate, Seeding | 2.017 | $2.1B | https://www.linkedin.com/company/declaration-partners/ | https://declarationpartners.com/ | Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to founders & entrepreneurs, management teams, and asset owners. Anchored by the family office of private equity veteran and philanthropist David M. Rubenstein, Declaration invests on behalf of family offices and like-minded institutional investors. Declaration’s approach emphasizes partnership born from its family office heritage while seeking to achieve favorable long-term outcomes with strong alignment. Declaration has approximately $2.1 billion in assets under management across its private investment strategies, which include tactical growth equity, real estate, seeding, and other opportunistic strategies. The firm was founded in 2017 and is headquartered in New York with an office in the Washington, DC area. | SF | ||||
| 328 | Deminvest Family Office | Bruno | Dematté | President | 55 (41) 2169-6850 | contato@deminvest.com.br | Curitiba | PR | N/A | Brazil | South America | https://www.linkedin.com/in/bruno-dematté-766a9b41/ | Logistics, Industrial Real Estate, Real Estate, Private Equity | 1.914 | https://www.linkedin.com/company/deminvest/ | https://www.deminvest.com.br/ | Deminvest Family Office is a company dedicated to investment management with over 100 years of experience in the Brazilian market. Deminvest is a single family office dedicated to investment management with over 100 years of experience and entrepreneurship in the Brazilian market. The family ahead of the businesses worked for 84 years in the retail sector and started they journey in food retailing, through the supermarket chain Mercadorama. It all started in 1914 as a small grocery store. From then, the company became one of the main national retail brands. In 1998, Mercadorama's operations came to be controlled by the Portuguese group Sonae, which in 2005 sold them to Walmart. Currently, the family is focused on the real estate market, specifically in the development of logistical condominiums. Through Capital Realty logistics infrastructure, it leads the sector in the southern region of Brazil. The implementation of the family office model to manage the family business reached 20 years of activities in 2019. The family is in its 6th generation and believes that, in addition to the importance of investing efficiently, the legacy left by its predecessors must be strengthened with ethics, respect, knowledge and the duty to do things well. These are the values that have brought them here and that will provide opportunities for future generations. | SF | |||||||
| 329 | Demira Gate Investments | Abe | Tatar | Managing Director | abe.tatar@demiragate.com | info@demiragate.com | 399 Park Ave. | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/atatar/ | M&A, Private Equity, Late-Stage Venture Capital and Opportunistic Real Estate investments, based in New York and London | 2.015 | $4M | https://www.linkedin.com/company/demira-gate/ | https://demiragate.com/ | Demira Gate is a private multi-billion single family office investment firm focused on private equity, late-stage venture capital and opportunistic real estate investments, based in New York and London, with a 10 year strong track record of direct private equity. | SF | |||||
| 330 | DERECO Holding GmbH | Tassu | Degen | Managing Director | 49 221 280-5350 | 49 221 280-5351 1 | t.degen@dereco.de | info@dereco.de | Zollhafen 2-4 | Cologne (Altstadt-Süd) | D-50678 | Germany | Europe | https://www.linkedin.com/in/tassu-m-degen-2b0663121/ | Real Estate, Existing Stock, Private Equity | 1.993 | €1.1M | http://www.dereco.de/en/news_2017_4_1.php | https://www.dereco.de/ | DERECO is the Cologne-based consulting firm, which has been active as a multi-family office for real estate, has been able to win a further asset management mandate since 1993, primarily advising private wealthy and semi-institutional clients on their real estate activities. From a Dutch family office, investments from the Düsseldorf / Velbert area were included in the Real Estate Asset Management, which was tailored to private family real estate assets. | MF | ||||
| DERECO Holding GmbH | Sonia | Pezzotta | Head of Asset Management | 49 221 280-5350 | 49 221 280-5351 1 | s.pezzotta@dereco.de | info@dereco.de | Zollhafen 2-4 | Cologne (Altstadt-Süd) | D-50678 | Germany | Europe | https://www.linkedin.com/in/sonia-pezzotta-b28197139/ | Real Estate, Existing Stock, Private Equity | 1.993 | €1.1M | https://www.linkedin.com/company/dereco-multi-family-office-f%C3%BCr-immobilienverm%C3%B6gen/ | https://www.dereco.de/ | DERECO is the Cologne-based consulting firm, which has been active as a multi-family office for real estate, has been able to win a further asset management mandate since 1993, primarily advising private wealthy and semi-institutional clients on their real estate activities. From a Dutch family office, investments from the Düsseldorf / Velbert area were included in the Real Estate Asset Management, which was tailored to private family real estate assets. | MF | |||||
| DERECO Holding GmbH | Regina | Kolomiec | Consultant | 49 221 280-5350 | 49 221 280-5351 1 | r.kolomiec@dereco.de | info@dereco.de | Zollhafen 2-4 | Cologne (Altstadt-Süd) | D-50678 | Germany | Europe | Real Estate, Existing Stock, Private Equity | 1.993 | €1.1M | https://www.linkedin.com/company/dereco-multi-family-office-f%C3%BCr-immobilienverm%C3%B6gen/ | https://www.dereco.de/ | DERECO is the Cologne-based consulting firm, which has been active as a multi-family office for real estate, has been able to win a further asset management mandate since 1993, primarily advising private wealthy and semi-institutional clients on their real estate activities. From a Dutch family office, investments from the Düsseldorf / Velbert area were included in the Real Estate Asset Management, which was tailored to private family real estate assets. | MF | ||||||
| DERECO Holding GmbH | David | Noll | Member of the Board of Directors | 49 221 280-5350 | 49 221 280-5351 1 | d.noll@dereco.de | info@dereco.de | Zollhafen 2-4 | Cologne (Altstadt-Süd) | D-50678 | Germany | Europe | https://www.linkedin.com/in/david-noll-b9700b24b/ | Real Estate, Existing Stock, Private Equity | 1.993 | €1.1M | https://www.linkedin.com/company/dereco-multi-family-office-f%C3%BCr-immobilienverm%C3%B6gen/ | https://www.dereco.de/ | DERECO is the Cologne-based consulting firm, which has been active as a multi-family office for real estate, has been able to win a further asset management mandate since 1993, primarily advising private wealthy and semi-institutional clients on their real estate activities. From a Dutch family office, investments from the Düsseldorf / Velbert area were included in the Real Estate Asset Management, which was tailored to private family real estate assets. | MF | |||||
| DERECO Holding GmbH | Sonja | Vent | General Manager | 49 221 280-5350 | 49 221 280-5351 1 | s.vent@dereco.de | info@dereco.de | Zollhafen 2-4 | Cologne (Altstadt-Süd) | D-50678 | Germany | Europe | https://www.linkedin.com/in/sonja-vent-91377b60/ | Real Estate, Existing Stock, Private Equity | 1.993 | €1.1M | https://www.linkedin.com/company/dereco-multi-family-office-f%C3%BCr-immobilienverm%C3%B6gen/ | https://www.dereco.de/ | DERECO is the Cologne-based consulting firm, which has been active as a multi-family office for real estate, has been able to win a further asset management mandate since 1993, primarily advising private wealthy and semi-institutional clients on their real estate activities. From a Dutch family office, investments from the Düsseldorf / Velbert area were included in the Real Estate Asset Management, which was tailored to private family real estate assets. | MF | |||||
| 331 | Desmos Capital | Charalambos | Samir | Managing Principal | 357 2225 8800 | 357 2225 8801 | charalambos@connectedsky.com | info@connectedsky.com | Berkeley Square House, Berkeley Square | London | W1J 6BD | United Kingdom | Europe | Lancaster University | 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 | 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 | ||||
| 332 | Deutsche Oppenheim Family Office AG | Thomas | Krahl | Managing Director | 49 221 577 720 | 49 221 57 772 277 | t.k@deutsche-oppenheim.de | info@deutsche-oppenheim.de | Oppenheimstraße 11 | Köln | 50668 | Germany | Europe | https://www.linkedin.com/in/thomas-krahl-44181391/ | Sustainability, Asset Allocation, Passive Funds, Fund of Funds, FOF, ETFs, Liquid Securities Portfolio and Fixed Asset Value investments, such as Real Estate and Investments to Affluent Individuals, Entrepreneurs, Churches, Foundations, and Institutional Investors | 1.988 | €10B | https://www.linkedin.com/company/deutsche-oppenheim-family-office/ | https://deutsche-oppenheim.de/en/ | We set standards among multi-family offices in Germany. Benefit from our decades of experience in advising wealthy private individuals, entrepreneurs, churches, foundations and institutional investors. As an established family office, we are your personal office. We support you in wealth management and create solutions for your specific requirements. Together we will preserve your lifetime achievements and develop them further. Deutsche Oppenheim Family Office is the merger of the two family office pioneers on the German market, Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, as well as the Sal. Oppenheim bank. | MF | ||||
| Deutsche Oppenheim Family Office AG | Stefan | Freytag | Board Member | 49 894 569 160 | 49 894 569-1699 | s.f@deutsche-oppenheim.de | info@deutsche-oppenheim.de | Keferloh 1a | Grasbrunn | 85630 | Germany | Europe | Ludwig-Maximilians-Universität München | https://www.linkedin.com/in/stefan-freytag-815863188/ | Sustainability, Asset Allocation, Passive Funds, Fund of Funds, FOF, ETFs, Liquid Securities Portfolio and Fixed Asset Value investments, such as Real Estate and Investments to Affluent Individuals, Entrepreneurs, Churches, Foundations, and Institutional Investors | 1.988 | €10B | https://www.linkedin.com/company/deutsche-oppenheim-family-office/ | https://deutsche-oppenheim.de/en/ | We set standards among multi-family offices in Germany. Benefit from our decades of experience in advising wealthy private individuals, entrepreneurs, churches, foundations and institutional investors. As an established family office, we are your personal office. We support you in wealth management and create solutions for your specific requirements. Together we will preserve your lifetime achievements and develop them further. Deutsche Oppenheim Family Office is the merger of the two family office pioneers on the German market, Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, as well as the Sal. Oppenheim bank. | MF | ||||
| Deutsche Oppenheim Family Office AG | Heiner | Arnoldi | Executive Director | 49 406 887-5708 | 49 894 569-1699 | h.a@deutsche-oppenheim.de | info@deutsche-oppenheim.de | Adolphsplatz 7 | Hamburg | 20457 | Germany | Europe | Sustainability, Asset Allocation, Passive Funds, Fund of Funds, FOF, ETFs, Liquid Securities Portfolio and Fixed Asset Value investments, such as Real Estate and Investments to Affluent Individuals, Entrepreneurs, Churches, Foundations, and Institutional Investors | 1.988 | €10B | https://www.linkedin.com/company/deutsche-oppenheim-family-office/ | https://deutsche-oppenheim.de/en/ | We set standards among multi-family offices in Germany. Benefit from our decades of experience in advising wealthy private individuals, entrepreneurs, churches, foundations and institutional investors. As an established family office, we are your personal office. We support you in wealth management and create solutions for your specific requirements. Together we will preserve your lifetime achievements and develop them further. Deutsche Oppenheim Family Office is the merger of the two family office pioneers on the German market, Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, as well as the Sal. Oppenheim bank. | MF | ||||||
| Deutsche Oppenheim Family Office AG | Oliver | Leipholz | Executive Director | 49 894 569 160 | 49 894 569-1699 | o.l@deutsche-oppenheim.de | info@deutsche-oppenheim.de | Keferloh 1a | Grasbrunn | 85630 | Germany | Europe | https://www.linkedin.com/in/oliver-leipholz-07646862/ | Sustainability, Asset Allocation, Passive Funds, Fund of Funds, FOF, ETFs, Liquid Securities Portfolio and Fixed Asset Value investments, such as Real Estate and Investments to Affluent Individuals, Entrepreneurs, Churches, Foundations, and Institutional Investors | 1.988 | €10B | https://www.linkedin.com/company/deutsche-oppenheim-family-office/ | https://deutsche-oppenheim.de/en/ | We set standards among multi-family offices in Germany. Benefit from our decades of experience in advising wealthy private individuals, entrepreneurs, churches, foundations and institutional investors. As an established family office, we are your personal office. We support you in wealth management and create solutions for your specific requirements. Together we will preserve your lifetime achievements and develop them further. Deutsche Oppenheim Family Office is the merger of the two family office pioneers on the German market, Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, as well as the Sal. Oppenheim bank. | MF | |||||
| Deutsche Oppenheim Family Office AG | Dr. Vladislav | Gounas | Head of Quantitative Investment Solutions | 49 221 577 720 | 49 894 569-1699 | v.g@deutsche-oppenheim.de | info@deutsche-oppenheim.de | Oppenheimstraße 11 | Köln | 50668 | Germany | Europe | The University of Bonn | https://www.linkedin.com/in/dr-vladislav-gounas-215725125/ | Sustainability, Asset Allocation, Passive Funds, Fund of Funds, FOF, ETFs, Liquid Securities Portfolio and Fixed Asset Value investments, such as Real Estate and Investments to Affluent Individuals, Entrepreneurs, Churches, Foundations, and Institutional Investors | 1.988 | €10B | https://www.linkedin.com/company/deutsche-oppenheim-family-office/ | https://deutsche-oppenheim.de/en/ | We set standards among multi-family offices in Germany. Benefit from our decades of experience in advising wealthy private individuals, entrepreneurs, churches, foundations and institutional investors. As an established family office, we are your personal office. We support you in wealth management and create solutions for your specific requirements. Together we will preserve your lifetime achievements and develop them further. Deutsche Oppenheim Family Office is the merger of the two family office pioneers on the German market, Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, as well as the Sal. Oppenheim bank. | MF | ||||
| 333 | DFO Management, LLC | Gregg | Lemkau | Chairman | (212) 303-1650 | (212) 303-1634 | glemkau@bdtmsd.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | Dartmouth College | https://www.linkedin.com/in/gregg-lemkau-b115b617/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | gregg.lemkau@dellfamilyoffice.com, glemkau@dellfamilyoffice.com, gregg@dellfamilyoffice.com | https://bdtmsd.com/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | |
| DFO Management, LLC | Marc | Lisker | President | (212) 303-1650 | (212) 303-1634 | marc.lisker@dellfamilyoffice.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | University of Pennsylvania / Northwestern University Pritzker School of Law | https://www.linkedin.com/in/marclisker/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | marclisker@dellfamilyoffice.com, mlisker@dellfamilyoffice.com, marc@dellfamilyoffice.com | https://www.linkedin.com/company/dfo-management/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | ||
| DFO Management, LLC | Alisa | Mall | Chief Investment Officer | (212) 303-1650 | (212) 303-1634 | alisa.mall@dellfamilyoffice.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | alisamall@dellfamilyoffice.com, amall@dellfamilyoffice.com, alisa@dellfamilyoffice.com, am@carnegie.org, alisa@btny.org | https://www.linkedin.com/company/dfo-management/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | ||||
| DFO Management, LLC | Gregg | Lemkau | Chairman | (212) 303-1650 | (212) 303-1634 | glemkau@bdtmsd.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | Dartmouth College | https://www.linkedin.com/in/gregg-lemkau-b115b617/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | gregg.lemkau@dellfamilyoffice.com, glemkau@dellfamilyoffice.com, gregg@dellfamilyoffice.com | https://bdtmsd.com/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | ||
| DFO Management, LLC | Marc | Lisker | President | (212) 303-1650 | (212) 303-1634 | marc.lisker@dellfamilyoffice.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | University of Pennsylvania / Northwestern University Pritzker School of Law | https://www.linkedin.com/in/marclisker/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | marclisker@dellfamilyoffice.com, mlisker@dellfamilyoffice.com, marc@dellfamilyoffice.com | https://www.linkedin.com/company/dfo-management/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | ||
| DFO Management, LLC | Alisa | Mall | Chief Investment Officer | (212) 303-1650 | (212) 303-1634 | alisa.mall@dellfamilyoffice.com | inquiries@dellfamilyoffice.com | 1 Vanderbilt Avenue, 26th Floor | New York | NY | 10017‑5407 | United States of America | North America | Yale University | https://www.linkedin.com/in/alisa-mall-1b62222/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | alisamall@carnegie.org, amall@carnegie.org, alisa@carnegie.org, alisa@btny.org, alisa@foresitecapital.com | https://www.carnegie.org/news/articles/alisa-mall-joins-prea-board/ | https://www.dellfamilyoffice.com/ | DFO is the family investment office of Dell Technologies Founder, Chairman, and CEO Michael Dell and his family. DFO engages in a broad range of investment activities with flexibility to invest in a wide variety of asset classes. The Dell family office was initially established in 1998 as MSD Capital, L.P., and was restructured as DFO at the end of 2022. | SF | ||
| 334 | Dhir Family Office | Amit | Dhir | Co-Founder | Mobile: (989) 906-2740 | amitdhir@gmail.com | 6320 Canoga Ave., 15th Floor | Woodland Hills | CA | 91367 | United States of America | North America | California State University-San Bernardino | https://www.linkedin.com/in/amitdhirus/ | Hard Money Loans in Real Estate | 2.018 | amit@allcaretherapies.com | https://allcaretherapies.com/ | Dhir Family Office is a single family office firm for the Dhir Family. They invest in hard money loans in real estate. | SF | |||||
| 335 | DIGIVEST GmbH | Franz | Müller | Executive Director | 49 841 493-9890 | 49 841 493-98954 | mueller@digivest.de | immo@digivest.de | Levelingstraße 1 | Ingolstadt | 85049 | Germany | Europe | https://www.linkedin.com/in/franz-müller-08018971/ | Commercial Real Estate, Real Estate Development, Construction | https://www.digivest.de/ | DIGIVEST, a “family office” of the Leopold Stiefel family of entrepreneurs, who became known as the lead co-founder of the Media Markt electrical chain and a successful German entrepreneur at Media-Saturn Holding. Leopold Stiefel describes himself as a "merchant" and puts his years of experience, his know-how, his wealth of ideas and last but not least the necessary financial resources - generated mainly from his own capital - into the private and commercial real estate industry. In addition to the catchphrases of "many years of experience", "security" and "financial strength", there are also "innovation" and "new momentum" thanks to the support of his sons Christian and Michael Stiefel. We are a strong and secure partner for our investors and prospective tenants. | SF | |||||||
| DIGIVEST GmbH | Ralf | Schmitt | Executive Director | 49 841 493-9890 | 49 841 493-98954 | schmitt@digivest.de | immo@digivest.de | Levelingstraße 1 | Ingolstadt | 85049 | Germany | Europe | https://www.linkedin.com/in/ralf-schmitt-4184b8139/ | Commercial Real Estate, Real Estate Development, Construction | https://www.digivest.de/ | DIGIVEST, a “family office” of the Leopold Stiefel family of entrepreneurs, who became known as the lead co-founder of the Media Markt electrical chain and a successful German entrepreneur at Media-Saturn Holding. Leopold Stiefel describes himself as a "merchant" and puts his years of experience, his know-how, his wealth of ideas and last but not least the necessary financial resources - generated mainly from his own capital - into the private and commercial real estate industry. In addition to the catchphrases of "many years of experience", "security" and "financial strength", there are also "innovation" and "new momentum" thanks to the support of his sons Christian and Michael Stiefel. We are a strong and secure partner for our investors and prospective tenants. | SF | ||||||||
| 336 | DIV Capital | Tarek | El Hajj | Managing Director | info@div.capital | Foch St. Hajjar Bldg. 3rd Floor, Marfaa 153, Downtown Beiru | Beirut | 1107 2020 | Lebanon | Asia | American University of Beirut / Harvard University | https://www.linkedin.com/in/tarek-el-hajj-40624414/ | Ecosystem, Sustainability, Retail, Confectionery, Information Technology, Real Estate, Energy, Financial Services | 2.016 | https://www.linkedin.com/company/div-capital/about/ | https://div.capital/ | DIV Capital is a privately owned single family office with an intended mission to grow, and preserve our principal's wealth through personalized investment services, disciplined methods, and a forward looking approach. | SF | |||||||
| DIV Capital | Hadi | Darwiche | Chief Executive Officer | hadi@div.capital | info@div.capital | Foch St. Hajjar Bldg. 3rd Floor, Marfaa 153, Downtown Beiru | Beirut | 1107 2020 | Lebanon | Asia | Regent's University London | https://www.linkedin.com/in/hadidarwiche/ | Ecosystem, Sustainability, Retail, Confectionery, Information Technology, Real Estate, Energy, Financial Services | 2.016 | https://www.linkedin.com/company/div-capital/about/ | https://div.capital/ | DIV Capital is a privately owned single family office with an intended mission to grow, and preserve our principal's wealth through personalized investment services, disciplined methods, and a forward looking approach. | SF | |||||||
| DIV Capital | Hadi | Darwiche | Chief Executive Officer | hadi@div.capital | info@div.capital | Foch St. Hajjar Bldg. 3rd Floor, Marfaa 153, Downtown Beiru | Beirut | 1107 2020 | Lebanon | Asia | Regent's University London | https://www.linkedin.com/in/hadidarwiche/ | Ecosystem, Sustainability, Retail, Confectionery, Information Technology, Real Estate, Energy, Financial Services | 2.016 | https://www.linkedin.com/company/div-capital/about/ | https://div.capital/ | DIV Capital is a privately owned single family office with an intended mission to grow, and preserve our principal's wealth through personalized investment services, disciplined methods, and a forward looking approach. | SF | |||||||
| 337 | DM Partners Ltd. | Bruce | Merivale-Austin | Managing Partner | 65 6844 4466 | bmerivale@dmpartners.net | info@dmpartners.net | 80 Robinson Road, Suite 25-00 | Singapore | 068898 | Singapore | Asia | University of Oxford / Harvard Business School | https://www.linkedin.com/in/bruce-merivale-austin-81736912/ | 3rd party) Asia/ North America focusing on Convergent Technology including Biotech/Biomedical, Networks/Computing, Health Care/Neuroscience, Social Networking/Software, Equities, Private Equity, Commodities and International Property | $2B | https://www.dmpartners.net/ | DM Partners is a single family office that concentrates on Global Macro trading and alternative investments with a particular focus on proprietary in-house research and direct investment in early stage Silicon Valley technology companies. | SF | ||||||
| DM Partners Ltd. | Druvinda | Rodrigo | Senior Associate | 65 6844 4466 | drodrigo@dmpartners.net | info@dmpartners.net | 80 Robinson Road, Suite 25-00 | Singapore | 068898 | Singapore | Asia | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/druvinda-rodrigo-294b402a/ | 3rd party) Asia/ North America focusing on Convergent Technology including Biotech/Biomedical, Networks/Computing, Health Care/Neuroscience, Social Networking/Software, Equities, Private Equity, Commodities and International Property | $2B | https://www.dmpartners.net/ | DM Partners is a single family office that concentrates on Global Macro trading and alternative investments with a particular focus on proprietary in-house research and direct investment in early stage Silicon Valley technology companies. | SF | |||||||
| 338 | Donegal Abbey Private Equity Group | Brendon | Lyden | Chief Investment Officer | (917) 277-5606 | brendon.lyden@donegalabbey.com | 405 Lexington Avenue, 26th Floor | New York | NY | 10174 | United States of America | North America | https://www.linkedin.com/in/brendon-lyden-84698417b/ | Multi-Family Real Estate, Hospitality Real Estate, Commercial Real Estate, Private Equity, Angel Investing, Alternative Investments | 2.012 | brendonlyden@donegalabbey.com, blyden@donegalabbey.com, brendon@donegalabbey.com | https://donegalabbey.com/ | Established in 2012, Donegal Abbey is a New York based single-family office managing the wealth of the Loeb family. We are an active investor in the real estate industry, identifying opportunistic deals focused on the multi-family space, hospitality and commercial opportunities. Staying ahead of the curve. Donegal Abbey is a single family office with a direct investment mandate covering real estate, operating businesses, and private equity/angel opportunities. Our core strategy is built to protect our capital for future generations and grow our first-generation wealth through low to moderate risk co-investments and direct investments while creating opportunities for other family offices. | SF | ||||||
| 339 | Donkers Family Office | Chris | Donkers | Senior Investment Officer | cdonkers@uvic.ca | Victoria | BC | V8P 5C2 | Canada | North America | University of Toronto - Rotman School of Management | https://www.linkedin.com/in/chrisdonkers/ | Oversee and manage private single Family Office investment portfolio across a variety of asset classes including: Public Equities, Fixed Income, Private Equity, Hedge Funds, Currencies, Real Estate, Alternatives and Hard Assets/Commodities. Utilize discipline of institutional portfolio management with an endowment-like long-term portfolio. Conduct on-site visits with investment community including brokers, fund managers, advisors, consultants and custodians to review and evaluate service and various investment opportunities. Monitor the portfolio's risk exposures. Conduct research and analyze new investment opportunities, leading the due diligence process and working with Investment Committee members on portfolio recommendations and tactical asset allocation decisions. Represent the company at investee meetings and AGM’s. Maintain client relationships, investor education and report quarterly investment performance on public and private investments, risk and investment holdings reports to Investment Committee and external Board of Directors. Reports also discuss current market and economic conditions and trends. Assist wholly owned direct investment portfolio of assets and operating companies. Provide financial analysis for opportunities, M&A Advisory, structuring and due diligence for investment opportunities or divestitures.Oversee and manage private single Family Office investment portfolio across a variety of asset classes including: Public Equities, Fixed Income, Private Equity, Hedge Funds, Currencies, Real Estate, Alternatives and Hard Assets/Commodities. Utilize discipline of institutional portfolio management with an endowment-like long-term portfolio. Conduct on-site visits with investment community including brokers, fund managers, advisors, consultants and custodians to review and evaluate service and various investment opportunities. Monitor the portfolio's risk exposures. Conduct research and analyze new investment opportunities, leading the due diligence process and working with Investment Committee members on portfolio recommendations and tactical asset allocation decisions. Represent the company at investee meetings and AGM’s. Maintain client relationships, investor education and report quarterly investment performance on public and private investments, risk and investment holdings reports to Investment Committee and external Board of Directors. Reports also discuss current market and economic conditions and trends. Assist wholly owned direct investment portfolio of assets and operating companies. Provide financial analysis for opportunities, M&A Advisory, structuring and due diligence for investment opportunities or divestitures. Skills: Research · Customer Service | SF | |||||||||||
| 340 | Dorado Peak Capital | Brett | Brown | Managing Member | brett_m_brown@yahoo.com | info@doradopeak.com | Newport Beach | CA | N/A | United States of America | North America | Stanford University | https://www.linkedin.com/in/brettmbrown/ | Technology, Oil & Gas, Minerals, Water, Real Estate, Ranching, Farming, Healthcare, Private Equity, Mineral, Water Rights | 2.016 | https://www.linkedin.com/company/dorado-peak-capital/ | https://www.doradopeak.com/ | Dorado Peak Capital is a single family office that pursues positive change through innovation and investment in Technology, Oil & Gas, Minerals, Water, Real Estate, Ranching, Farming, Healthcare, and Private Equity. Our proud heritage begins in Galway, Ireland and migrates to the United States. Upon settling in Texas, our family’s initial investments were focused in real estate – specifically farming and ranching. From these initial real estate holdings, the family expanded into the sale of oil, gas, mineral and water rights. | SF | ||||||
| 341 | D'Orazio Capital, LLC | John | Broucek IV | Senior Managing Director | (312) 357-5670 | jbroucek@doraziocp.com | ir@doraziocp.com | 190 S. LaSalle Street, Suite 3025 | Chicago | IL | 60603 | United States of America | North America | Arizona State University | https://www.linkedin.com/in/johnbroucekiv/ | Industrial Sector, Aerospace and Defense, Automobiles and components, Building Products, Chemicals and Coatings, Containers and Packaging, Construction Materials, Energy Equipment Services, Industrial Services, Machinery, Precision Machining, Professional Services | 2.010 | $100M | https://www.linkedin.com/company/d-orazio-capital-llc/ | https://www.doraziocp.com/ | D’Orazio Capital, LLC is a single family office located in Chicago, Illinois. We are a privately owned group of affiliated entities which acquire, manage and assist with the growth of companies primarily in the industrial sector. | SF | |||
| D'Orazio Capital, LLC | James | Colbert | Operating Executive | (312) 357-5670 | jcolbert@doraziocp.com | ir@doraziocp.com | 190 S. LaSalle Street, Suite 3025 | Chicago | IL | 60603 | United States of America | North America | https://www.linkedin.com/in/james-colbert-8334933a/ | Industrial Sector, Aerospace and Defense, Automobiles and components, Building Products, Chemicals and Coatings, Containers and Packaging, Construction Materials, Energy Equipment Services, Industrial Services, Machinery, Precision Machining, Professional Services | 2.010 | $100M | https://www.linkedin.com/company/d-orazio-capital-llc/ | https://www.doraziocp.com/ | D’Orazio Capital, LLC is a single family office located in Chicago, Illinois. We are a privately owned group of affiliated entities which acquire, manage and assist with the growth of companies primarily in the industrial sector. | SF | |||||
| D'Orazio Capital, LLC | Anthony | Brough | Operating Executive | (312) 357-5670 | abrough@doraziocp.com | ir@doraziocp.com | 190 S. LaSalle Street, Suite 3025 | Chicago | IL | 60603 | United States of America | North America | Xavier University | https://www.linkedin.com/in/anthonybrough/ | Industrial Sector, Aerospace and Defense, Automobiles and components, Building Products, Chemicals and Coatings, Containers and Packaging, Construction Materials, Energy Equipment Services, Industrial Services, Machinery, Precision Machining, Professional Services | 2.010 | $100M | abrough@dorapartners.com | https://www.linkedin.com/company/d-orazio-capital-llc/ | https://www.doraziocp.com/ | D’Orazio Capital, LLC is a single family office located in Chicago, Illinois. We are a privately owned group of affiliated entities which acquire, manage and assist with the growth of companies primarily in the industrial sector. | SF | |||
| D'Orazio Capital, LLC | Richard | Hagen | Chief Legal Officer | (312) 357-5670 | rhagen@doraziocp.com | ir@doraziocp.com | 190 S. LaSalle Street, Suite 3025 | Chicago | IL | 60603 | United States of America | North America | University of St. Francis | https://www.linkedin.com/in/hrhagen/ | Industrial Sector, Aerospace and Defense, Automobiles and components, Building Products, Chemicals and Coatings, Containers and Packaging, Construction Materials, Energy Equipment Services, Industrial Services, Machinery, Precision Machining, Professional Services | 2.010 | $100M | https://www.linkedin.com/company/d-orazio-capital-llc/ | https://www.doraziocp.com/ | D’Orazio Capital, LLC is a single family office located in Chicago, Illinois. We are a privately owned group of affiliated entities which acquire, manage and assist with the growth of companies primarily in the industrial sector. | SF | ||||
| 342 | Dorco Capital | Amikam | Doron | Senior Founding Partner | 562 2869 6868 | adoron@dorco.cl | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | https://www.linkedin.com/in/amikam-doron-16a5b648/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Esteban | Drexler | Vice President, Family Office and Chief Financial Officer | 562 2869 6868 | esteban.drexler@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | Pontificia Universidad Católica de Chile | https://www.linkedin.com/in/estebandrexler/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Francisco | Zabalaga | Vice-President | 562 2869 6868 | francisco.zabalaga@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | Universidad Andres Bello | https://www.linkedin.com/in/francisco-javier-zabalaga-fuenzalida-00499416/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Gabriela | Kiblisky | Vice-President | 562 2869 6868 | gabriela.kiblisky@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | Pontificia Universidad Católica de Chile | https://www.linkedin.com/in/gabriela-kiblisky-40927873/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| Dorco Capital | Allan | Schlesinger | Senior VP | 562 2869 6868 | allan.schlesinger@dorcocapital.com | contacto@dorco.cl | Av. Raúl Labbé 12613, Of. 305, Lo Barnechea | Santiago | Chile | South America | Universidad de Chile | https://www.linkedin.com/in/allan-schlesinger-b45a935a/ | Private Equity, Real Estate, Commercial Real Estate | 1.970 | $80M | https://www.linkedin.com/company/dorco-inversiones/ | https://www.dorcocapital.com/ | DORCO Investments is a Multi Family Office based in Santiago Chile which provides wealth management services to high net worth clients in Chile and worldwide. | MF | ||||||
| 343 | Dover Capital Group | Raúl | Salinas Villarreal | Chief Executive Officer | raul@dovercapitalgroup.com | Nuevo León | Mexico | North America | Universidad de Monterrey / Universidad Anáhuac | https://www.linkedin.com/in/raúl-salinas-villarreal-28703016/ | Private Equity, Real Estate | 2.015 | raul.salinas@dovercapitalgroup.com | https://www.linkedin.com/company/investmentshop.com.mx/ | Dover Capital Group, a Multi-family office focused on helping Single Family Office and UHN individuals preserve and grow their assets, diversify their wealth, and maintain a legacy for future generations. | MF | |||||||||
| Dover Capital Group | David | Salinas Villarreal | Business Development | david@dovercapitalgroup.com | Nuevo León | Mexico | North America | Universidad de Monterrey | https://www.linkedin.com/in/david-salinas-villarreal-654a591b5/ | Private Equity, Real Estate | 2.015 | david.salinas@dovercapitalgroup.com | https://www.linkedin.com/company/investmentshop.com.mx/ | Dover Capital Group, a Multi-family office focused on helping Single Family Office and UHN individuals preserve and grow their assets, diversify their wealth, and maintain a legacy for future generations. | MF | ||||||||||
| 344 | Dozier Capital Partners | Nicholas | Dozier | Chairman | Office: (479) 957-9124, (479) 715-6022 Ext. 218 | (479) 899-6365 | nick@dozierinc.com | 1800 S. 52nd St., Suite 110 | Rogers | AR | 72758 | United States of America | North America | University of Arkansas | https://www.linkedin.com/in/nicholas-d-ab04022/ | Technology, SaaS, Software as a Service, Debt, Real Estate, Private Equity, Video Game | 2.003 | info@engine.net | https://www.engine.net/ | http://doziercapital.com/ | DCP is a single-family office based in Northwest Arkansas, investing in personal capital alongside premier entrepreneurs and operators. DCP invests across multiple stages, structures, asset classes and industries. | SF | |||
| 345 | Dr. Giesen Family Office GmbH | Dr. Alisa-Sophie | Marks | Research & Purchasing | 49 201 959-9170 | kunst@dgfo.group | mail@drgiesenfamilyoffice.com | Rüttenscheider Straße 99 | Essen | 45130 | Germany | Europe | The University of Göttingen / University of Düsseldorf | https://www.linkedin.com/in/dr-med-alisa-sophie-marks-453a32194/ | Real Estate, Start-Up, Startup, Securities & Funds, Modern Art | mail@dgfo.group | https://dgfo.group/ | http://drgiesenfamilyoffice.com/ | The Dr. Giesen Family Office is a single family office that was founded as a multi-family office in the early 1970s. The founding family has its roots in the food and tobacco wholesale trade in the DACH region. The company has its competencies and investment priorities in the areas of: - Real estate - preference: monument protection - Corporate investments - Focus: start ups - Securities & Funds - Modern art | SF | |||||
| Dr. Giesen Family Office GmbH | Moritz | Anderle | Managing Director | 49 201 959-9170 | moritz.anderle@dgfo.group | mail@drgiesenfamilyoffice.com | Rüttenscheider Straße 99 | Essen | 45130 | Germany | Europe | Real Estate, Start-Up, Startup, Securities & Funds, Modern Art | mail@dgfo.group | https://dgfo.group/ | http://drgiesenfamilyoffice.com/ | The Dr. Giesen Family Office is a single family office that was founded as a multi-family office in the early 1970s. The founding family has its roots in the food and tobacco wholesale trade in the DACH region. The company has its competencies and investment priorities in the areas of: - Real estate - preference: monument protection - Corporate investments - Focus: start ups - Securities & Funds - Modern art | SF | ||||||||
| Dr. Giesen Family Office GmbH | Dr. Sven | Anderle | Managing Director | 49 201 959-9170 | sven.anderle@dgfo.group | mail@drgiesenfamilyoffice.com | Rüttenscheider Straße 99 | Essen | 45130 | Germany | Europe | University of Münster | https://www.linkedin.com/in/dr-sven-anderle-078080247/ | Real Estate, Start-Up, Startup, Securities & Funds, Modern Art | mail@dgfo.group | https://dgfo.group/ | http://drgiesenfamilyoffice.com/ | The Dr. Giesen Family Office is a single family office that was founded as a multi-family office in the early 1970s. The founding family has its roots in the food and tobacco wholesale trade in the DACH region. The company has its competencies and investment priorities in the areas of: - Real estate - preference: monument protection - Corporate investments - Focus: start ups - Securities & Funds - Modern art | SF | ||||||
| Dr. Giesen Family Office GmbH | Sebastian | Kretschmar | Investment Management | 49 201 959-9170 | beteiligung@dgfo.group | mail@drgiesenfamilyoffice.com | Rüttenscheider Straße 99 | Essen | 45130 | Germany | Europe | University of Bremen / University of Duisburg-Essen | https://www.linkedin.com/in/sebastian-kretschmar-ll-m-658655105/ | Real Estate, Start-Up, Startup, Securities & Funds, Modern Art | mail@dgfo.group | https://dgfo.group/ | http://drgiesenfamilyoffice.com/ | The Dr. Giesen Family Office is a single family office that was founded as a multi-family office in the early 1970s. The founding family has its roots in the food and tobacco wholesale trade in the DACH region. The company has its competencies and investment priorities in the areas of: - Real estate - preference: monument protection - Corporate investments - Focus: start ups - Securities & Funds - Modern art | SF | ||||||
| Dr. Giesen Family Office GmbH | Uwe | Pika | Real Estate Manager | 49 201 959-9170 | vermietung@dgfo.group | mail@drgiesenfamilyoffice.com | Rüttenscheider Straße 99 | Essen | 45130 | Germany | Europe | Ruhr University Bochum | https://www.linkedin.com/in/uwe-pika-12415723a/ | Real Estate, Start-Up, Startup, Securities & Funds, Modern Art | mail@dgfo.group | https://dgfo.group/ | http://drgiesenfamilyoffice.com/ | The Dr. Giesen Family Office is a single family office that was founded as a multi-family office in the early 1970s. The founding family has its roots in the food and tobacco wholesale trade in the DACH region. The company has its competencies and investment priorities in the areas of: - Real estate - preference: monument protection - Corporate investments - Focus: start ups - Securities & Funds - Modern art | SF | ||||||
| 346 | DRA Family Office | Jon | Taber | Managing Partner | (415) 324-6167 | jtaber@drafamilyoffice.com | 3308 El Camino Avenue, Suite 300-248 | Sacramento | CA | 95821 | United States of America | North America | San Jose State University | https://www.linkedin.com/in/jontaber/ | Technology Services, Financial Services, Mobile Home Park/RV Communities, Gaming & Hospitality, Land Development, Urban Apartments, Private Equity, Real Estate | 2.019 | https://wirelessmanagementgroup.net/ | https://drafamilyoffice.com/ | DRA Family Office is a family office backed private investments firm based in San Francisco. Founded in 2019, DRA Family Office is interested in investing in both lower middle market private equity as well as early stage companies spanning a diverse array of industries such as real estate, operating businesses, and equity venture opportunities. | SF | |||||
| DRA Family Office | Neil | Crabtree | Advisor to DRA Family Office | (415) 324-6167 | neil@drafamilyoffice.com | 3308 El Camino Avenue, Suite 300-248 | Sacramento | CA | 95821 | United States of America | North America | Technology Services, Financial Services, Mobile Home Park/RV Communities, Gaming & Hospitality, Land Development, Urban Apartments, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/dra-family-office/ | https://drafamilyoffice.com/ | DRA Family Office is a family office backed private investments firm based in San Francisco. Founded in 2019, DRA Family Office is interested in investing in both lower middle market private equity as well as early stage companies spanning a diverse array of industries such as real estate, operating businesses, and equity venture opportunities. | SF | ||||||||
| DRA Family Office | Rose | Vitale | Managing Partner | (415) 324-6167 | rvitale@drafamilyoffice.com | 3308 El Camino Avenue, Suite 300-248 | Sacramento | CA | 95821 | United States of America | North America | https://www.linkedin.com/in/rose-w-vitale/ | Technology Services, Financial Services, Mobile Home Park/RV Communities, Gaming & Hospitality, Land Development, Urban Apartments, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/dra-family-office/ | https://drafamilyoffice.com/ | DRA Family Office is a family office backed private investments firm based in San Francisco. Founded in 2019, DRA Family Office is interested in investing in both lower middle market private equity as well as early stage companies spanning a diverse array of industries such as real estate, operating businesses, and equity venture opportunities. | SF | |||||||
| 347 | Drs Kiran & Pallavi Patel Family Office | Sheetal | Patel | Chief Investment Officer | (844) 477-4762 | sheetal@prismaimaging.com | 100 North Tampa Street, Suite 3550 | Tampa | FL | 33602 | United States of America | North America | University of Miami / University of South Florida | https://www.linkedin.com/in/sheetal-patel-md-mba-7b013695/ | Real Estate, Medical Technology, Healthcare, Health Care | info@prismaimaging.com | https://www.prismaimaging.com/ | https://patelfamily.com/ | Drs Kiran & Pallavi Patel Family Office is the single family office firm for Drs Kiran & Pallavi. | SF | |||||
| 348 | DS Advisors | Saahill | Desai | Portfolio Manager | (646) 512-5090 | (646) 537-2655 | saahill@dsadvisors.com | 1440 Broadway, Room 23 N | New York | NY | 10018-2326 | United States of America | North America | Princeton University / Harvard Business School | https://www.linkedin.com/in/saahill-desai-8492b49/ | Private Equity, Real Estate | $80M | Miami Office: 1001 Brickell Bay Drive, Suite 3102/8 Miami, FL 33131 | http://www.dsadvisors.com/ | DS Advisors is a NYC/Miami-based single family office making direct investments in Public and Private Equities as well as Real Estate. | SF | ||||
| DS Advisors | Jake | Miller | Analyst & Portfolio Manager | (646) 512-5090 | (646) 537-2655 | jake_miller@dsadvisors.com | 1440 Broadway, Room 23 N | New York | NY | 10018-2326 | United States of America | North America | Colgate University | https://www.linkedin.com/in/jake-miller-0578b43a/ | Private Equity, Real Estate | $80M | Miami Office: 1001 Brickell Bay Drive, Suite 3102/8 Miami, FL 33131 | http://www.dsadvisors.com/ | DS Advisors is a NYC/Miami-based single family office making direct investments in Public and Private Equities as well as Real Estate. | SF | |||||
| DS Advisors | Marina | Shevyrtalova | Portfolio Manager | (646) 512-5139 | (646) 537-2655 | marina@dsadvisors.com | 1333 Broadway, Room 501 | New York | NY | 10018-7220 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/marina-shevyrtalova-5271652/ | Private Equity, Real Estate | $80M | Miami Office: 1001 Brickell Bay Drive, Suite 3102/8 Miami, FL 33131 | http://www.dsadvisors.com/ | DS Advisors is a NYC/Miami-based single family office making direct investments in Public and Private Equities as well as Real Estate. | SF | |||||
| 349 | Dubin & Co. LP | Glenn | Dubin | Founder & Principal | glenn.dubin@dubinandco.com | 55 Hudson Yards | New York | NY | 10001 | United States of America | North America | Stony Brook University | https://www.linkedin.com/in/glenn-dubin/ | Healthcare, Financial Services, Commodities, Consumer Products, Media, Real Estate, Hedge Fund, Alternative Investments | 2.013 | glenndubin@dubinandco.com, gdubin@dubinandco.com, glenn@dubinandco.com | https://dubinfamilyfoundation.org/glenn-dubin/ | https://dubinandco.com/ | Dubin & Co., a private investment company/single-family office founded by investor and philanthropist, Glenn Dubin. Dubin & Co. has a successful record of building and investing in businesses across healthcare, financial services, commodities, consumer products, media and real estate. | SF | |||||
| Dubin & Co. LP | Christina | Henderson | Head of Family Office & Chief Legal Officer | christina.henderson@dubinandco.com | 55 Hudson Yards | New York | NY | 10001 | United States of America | North America | Harvard University / Harvard Law School | https://www.linkedin.com/in/christina-henderson-40068038/ | Healthcare, Financial Services, Commodities, Consumer Products, Media, Real Estate, Hedge Fund, Alternative Investments | 2.013 | christinahenderson@dubinandco.com, chenderson@dubinandco.com, christina@dubinandco.com | https://www.linkedin.com/company/dubinandco/ | https://dubinandco.com/ | Dubin & Co., a private investment company/single-family office founded by investor and philanthropist, Glenn Dubin. Dubin & Co. has a successful record of building and investing in businesses across healthcare, financial services, commodities, consumer products, media and real estate. | SF | ||||||
| Dubin & Co. LP | James | Garmendia | Head of Investments | james.garmendia@dubinandco.com | 55 Hudson Yards | New York | NY | 10001 | United States of America | North America | Harvard University / Harvard Business School | https://www.linkedin.com/in/james-garmendia-288b506/ | Healthcare, Financial Services, Commodities, Consumer Products, Media, Real Estate, Hedge Fund, Alternative Investments | 2.013 | jamesgarmendia@dubinandco.com, jgarmendia@dubinandco.com, james@dubinandco.com | https://www.linkedin.com/company/dubinandco/ | https://dubinandco.com/ | Dubin & Co., a private investment company/single-family office founded by investor and philanthropist, Glenn Dubin. Dubin & Co. has a successful record of building and investing in businesses across healthcare, financial services, commodities, consumer products, media and real estate. | SF | ||||||
| Dubin & Co. LP | Robert | Glass | Chief Financial Officer | robert.glass@dubinandco.com | 55 Hudson Yards | New York | NY | 10001 | United States of America | North America | Susquehanna University | https://www.linkedin.com/in/robert-glass-1115782/ | Healthcare, Financial Services, Commodities, Consumer Products, Media, Real Estate, Hedge Fund, Alternative Investments | 2.013 | robertglass@dubinandco.com, rglass@dubinandco.com, robert@dubinandco.com | https://www.linkedin.com/company/dubinandco/ | https://dubinandco.com/ | Dubin & Co., a private investment company/single-family office founded by investor and philanthropist, Glenn Dubin. Dubin & Co. has a successful record of building and investing in businesses across healthcare, financial services, commodities, consumer products, media and real estate. | SF | ||||||
| Dubin & Co. LP | Amy | Denny | Controller & Director of Tax | amy.denny@dubinandco.com | 55 Hudson Yards | New York | NY | 10001 | United States of America | North America | The University of Alabama | https://www.linkedin.com/in/amy-denny-28978611/ | Healthcare, Financial Services, Commodities, Consumer Products, Media, Real Estate, Hedge Fund, Alternative Investments | 2.013 | amydenny@dubinandco.com, adenny@dubinandco.com, amy@dubinandco.com | https://www.linkedin.com/company/dubinandco/ | https://dubinandco.com/ | Dubin & Co., a private investment company/single-family office founded by investor and philanthropist, Glenn Dubin. Dubin & Co. has a successful record of building and investing in businesses across healthcare, financial services, commodities, consumer products, media and real estate. | SF | ||||||
| 350 | DuLac Capital Ltd | Andreas | Peterlik | Partner & Investment Manager | 41 443 916 666 | 41 443 916 667 | a.peterlik@dulaccapital.com | Arosastrasse 7 | Zurich | CH-8008 | Switzerland | Europe | Private Equity, Real Estate, Hedge Funds | 2.007 | https://www.linkedin.com/company/dulac-capital/ | http://www.dulaccapital.com/ | DuLac Capital is a Swiss-based asset manager and multi-family office, which offers a comprehensive range of tailor-made services to its Clientele since 2007. We, the partners of DuLac Capital, strive to identify and understand the issues most important to our clients. Thanks to our independent approach and our interdisciplinary team of investment experts, lawyers and trust specialists. | MF | |||||||
| DuLac Capital Ltd | Sébastian | Giovanna | Partner | 41 443 916 666 | 41 443 916 667 | s.giovanna@dulaccapital.com | Arosastrasse 7 | Zurich | CH-8008 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/sebastien-giovanna-bb248712/ | Private Equity, Real Estate, Hedge Funds | 2.007 | info@duLacadvisory.com | https://dulacadvisory.com/ | http://www.dulaccapital.com/ | DuLac Capital is a Swiss-based asset manager and multi-family office, which offers a comprehensive range of tailor-made services to its Clientele since 2007. We, the partners of DuLac Capital, strive to identify and understand the issues most important to our clients. Thanks to our independent approach and our interdisciplinary team of investment experts, lawyers and trust specialists. | MF | |||||
| 351 | Dunes Point Capital, LLC | James | Baker | Managing Director | (914) 269-2020 | james.baker@dunespointcapital.com | info@dunespointcapital.com | 411 Theodore Fremd Avenue, Suite 125 | Rye | NY | 10580 | United States of America | North America | Manufacturing, Industrial, Technology, Commercial, Real Estate, Multi-Family, Healthcare, Hospitality, Government, Education, Private Equity | 2.013 | $4.5B | https://www.linkedin.com/company/dunes-point-capital/ | https://dunespointcapital.com/ | DPC is a family office and private investment firm, pursuing control transactions in the general industrial and business services sectors. DPC has a thesis-driven investment philosophy which emphasizes: (1) differentiated organic growth and (2) operational transformation. DPC’s investment philosophy, along with its flexible capital base, help to accelerate business growth and maximize enterprise value for owners and partners. The team has invested, or overseen the investment of, over $4.5 billion in transactions over the last 20 years. | SF | |||||
| Dunes Point Capital, LLC | Jordan | Benyas | Managing Director | (914) 269-2020 | jordan.benyas@dunespointcapital.com | info@dunespointcapital.com | 411 Theodore Fremd Avenue, Suite 125 | Rye | NY | 10580 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/jordan-benyas-45462711/ | Manufacturing, Industrial, Technology, Commercial, Real Estate, Multi-Family, Healthcare, Hospitality, Government, Education, Private Equity | 2.013 | $4.5B | https://www.linkedin.com/company/dunes-point-capital/ | https://dunespointcapital.com/ | DPC is a family office and private investment firm, pursuing control transactions in the general industrial and business services sectors. DPC has a thesis-driven investment philosophy which emphasizes: (1) differentiated organic growth and (2) operational transformation. DPC’s investment philosophy, along with its flexible capital base, help to accelerate business growth and maximize enterprise value for owners and partners. The team has invested, or overseen the investment of, over $4.5 billion in transactions over the last 20 years. | SF | ||||
| Dunes Point Capital, LLC | Ryan | Miller | Managing Director | (914) 269-2020 | ryan.miller@dunespointcapital.com | info@dunespointcapital.com | 411 Theodore Fremd Avenue, Suite 125 | Rye | NY | 10580 | United States of America | North America | University of Illinois Urbana-Champaign / Harvard Business School | https://www.linkedin.com/in/ryan-miller-90602657/ | Manufacturing, Industrial, Technology, Commercial, Real Estate, Multi-Family, Healthcare, Hospitality, Government, Education, Private Equity | 2.013 | $4.5B | https://www.linkedin.com/company/dunes-point-capital/ | https://dunespointcapital.com/ | DPC is a family office and private investment firm, pursuing control transactions in the general industrial and business services sectors. DPC has a thesis-driven investment philosophy which emphasizes: (1) differentiated organic growth and (2) operational transformation. DPC’s investment philosophy, along with its flexible capital base, help to accelerate business growth and maximize enterprise value for owners and partners. The team has invested, or overseen the investment of, over $4.5 billion in transactions over the last 20 years. | SF | ||||
| Dunes Point Capital, LLC | Istvan | Nadas | Managing Director | Direct: (914) 269-2702 | istvan.nadas@dunespointcapital.com | info@dunespointcapital.com | 411 Theodore Fremd Avenue, Suite 125 | Rye | NY | 10580 | United States of America | North America | University of Oxford / Duke University | https://www.linkedin.com/in/istvan-nadas-53b336b/ | Manufacturing, Industrial, Technology, Commercial, Real Estate, Multi-Family, Healthcare, Hospitality, Government, Education, Private Equity | 2.013 | $4.5B | https://www.linkedin.com/company/dunes-point-capital/ | https://dunespointcapital.com/ | DPC is a family office and private investment firm, pursuing control transactions in the general industrial and business services sectors. DPC has a thesis-driven investment philosophy which emphasizes: (1) differentiated organic growth and (2) operational transformation. DPC’s investment philosophy, along with its flexible capital base, help to accelerate business growth and maximize enterprise value for owners and partners. The team has invested, or overseen the investment of, over $4.5 billion in transactions over the last 20 years. | SF | ||||
| Dunes Point Capital, LLC | Michael | Apostolides | Vice President | (516) 287-4569 | michael.apostolides@dunespointcapital.com | info@dunespointcapital.com | 411 Theodore Fremd Avenue, Suite 125 | Rye | NY | 10580 | United States of America | North America | Colgate University | https://www.linkedin.com/in/michael-apostolides-02330615/ | Manufacturing, Industrial, Technology, Commercial, Real Estate, Multi-Family, Healthcare, Hospitality, Government, Education, Private Equity | 2.013 | $4.5B | m.apostolides@mysafra.com | https://www.linkedin.com/company/dunes-point-capital/ | https://dunespointcapital.com/ | DPC is a family office and private investment firm, pursuing control transactions in the general industrial and business services sectors. DPC has a thesis-driven investment philosophy which emphasizes: (1) differentiated organic growth and (2) operational transformation. DPC’s investment philosophy, along with its flexible capital base, help to accelerate business growth and maximize enterprise value for owners and partners. The team has invested, or overseen the investment of, over $4.5 billion in transactions over the last 20 years. | SF | |||
| 352 | Dunhill Family Office | Jonathan | Barry | Director of International Relations | Direct: (503) 577-7108 | jonathan@earthtrust.fund | contact@dunhillfamilyoffice.com | Honolulu | HI | United States of America | North America | Southern Cross University | https://www.linkedin.com/in/jonathanbarryfritzler/ | Clean Energy, Sustainable Real Estate, Funds | https://www.earthtrust.fund/ | http://dunhillfamilyoffice.com/ | Dunhill Family is a single family office for the Dunhill Family. | SF | |||||||
| 353 | Düsterberg-Eissing Family Office | Phillip | Eissing | Managing Partner | 49 2131 405-3550 | 49 2131 405-3551 | mail@jpke.de | Schloss Reuschenberg, Gerhard-Hoehme-Allee 2 | Neuss | D-41466 | Germany | Europe | https://www.linkedin.com/in/phillip-eissing-32216218/ | Private Equity, Energy, Infrastructure, Real Estate, Credit, Venture Capital | 2.010 | https://www.jpke.de/ http://beit-co.com/ | https://eissing-cie.de/ | Düsterberg-Eissing Family Office is a single family office firm for the Eissing Family | SF | ||||||
| 354 | Eagle Bay Advisors LLC | Cindy | Curtis Nelson | Partner & Chief Operating Officer | Direct: (315) 357-5594 | cindy@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/cindycnelson1/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | |||||
| Eagle Bay Advisors LLC | Michael | Nelson | CIO & Managing Partner | Direct: (212) 634-7873, Office: (212) 634-7879 | michael@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | California State University-Long Beach - College of Business | https://www.linkedin.com/in/michael-nelson-988bb1a/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | michael@eaglebayadv.com | https://www.linkedin.com/company/eagle-bay-advisors-llc-/ | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | ||||
| Eagle Bay Advisors LLC | Tanya | Durkee Urbach | Head of Family Office Services | (212) 634-7879 | tanya@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | University of Oregon | https://www.linkedin.com/in/turbach/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | https://www.linkedin.com/company/eagle-bay-advisors-llc-/ | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | |||||
| Eagle Bay Advisors LLC | Georgina | Miltenberger | Partner | (212) 634-7879 | georgina@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | Hollins University | https://www.linkedin.com/in/georgina-miltenberger-7a768394/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | https://www.linkedin.com/company/eagle-bay-advisors-llc-/ | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | |||||
| Eagle Bay Advisors LLC | Crossan | Seybolt | Managing Director | (212) 634-7879 | crossan@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | https://www.linkedin.com/in/crossan-seybolt-83029299/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | https://www.linkedin.com/company/eagle-bay-advisors-llc-/ | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | ||||||
| Eagle Bay Advisors LLC | David | Neubert | Partner & Chief Investment Officer | Direct: (212) 634-7876, Mobile: (917) 678-7876 | david@eaglebayadvisors.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | University of Warwick | https://www.linkedin.com/in/neubie/ | Wealth Management, Investment Advice, Financial Planning, Risk Management, Trust & Estate Planning, Comprehensive Reporting, Real Estate, Hospitality | 2.015 | $290M | david@eaglebayadv.com, http://www.davidneubert.com/ | https://www.linkedin.com/company/eagle-bay-advisors-llc-/ | https://eaglebayadvisors.com/ | Eagle Bay Advisors Eagle Bay Advisors is a boutique multi-family office headquartered in New York, NY. As a fiduciary, our singular passion is to help individuals and families make smarter decisions about all of their financial matters. We believe that you deserve unbiased advice and relentless advocacy. We listen, understand and collaborate on what matters most to you. Your family. Your finances. Your causes. Your businesses. Your legacy. | MF | ||||
| 355 | Eagle Nest Family Office | Sam | Kenifeti | Founder & Managing Partner | 44 207 193-2335 | sam@kingdompartners.uk | enquiries@eaglenest.uk | 85 Great Portland St. | London | W1W 7LT | United Kingdom | Europe | https://www.linkedin.com/in/samkneifati/ | Residential Property Real Estate, Private Equity, Home, Life Sciences, Film/Media, Tech, Manufacturing and Property Rich Businesses, Energy, Early Stage Mining, Technology, IT | 2.021 | https://www.kingdompartners.uk/ | https://eaglenest.uk/ | Eagle Nest is a virtual multi family office based in London, offering high net worth individuals and their families a range of corporate and personal services with strict confidentiality, complete dedication, ultimate loyalty and low-cost strategy. Our multi family office serves wealthy families from the Middle East across Europe and beyond. Eagle Nest provides different levels of support, ranging from a personal assistant helping with administration, through to a larger team of external experts focused exclusively on managing each family’s wealth completely as a separate entity with the family keeping a total control over their money. Eagle Nest offers a virtual family office “VFO” services with a lean in-house team to coordinate, facilitate, administer and assist wealthy families with their requirements. We source for them the right specialists or firms to manage their financial affairs and advise them on their investment portfolio. We make sure their instructions are followed properly and professionally. | MF | ||||||
| Eagle Nest Family Office | Gary | Palin | Aviation Senior Partner | Direct: (207) 780-4301 | gary.palin@maine.edu | enquiries@eaglenest.uk | P.O. Box 9300 | Portland | ME | 04104 | United States of America | North America | Bryant University | https://www.linkedin.com/in/grpalin/ | Residential Property Real Estate, Private Equity, Home, Life Sciences, Film/Media, Tech, Manufacturing and Property Rich Businesses, Energy, Early Stage Mining, Technology, IT | 2.021 | https://usm.maine.edu/school-of-business/gary-palin | https://eaglenest.uk/ | Eagle Nest is a virtual multi family office based in London, offering high net worth individuals and their families a range of corporate and personal services with strict confidentiality, complete dedication, ultimate loyalty and low-cost strategy. Our multi family office serves wealthy families from the Middle East across Europe and beyond. Eagle Nest provides different levels of support, ranging from a personal assistant helping with administration, through to a larger team of external experts focused exclusively on managing each family’s wealth completely as a separate entity with the family keeping a total control over their money. Eagle Nest offers a virtual family office “VFO” services with a lean in-house team to coordinate, facilitate, administer and assist wealthy families with their requirements. We source for them the right specialists or firms to manage their financial affairs and advise them on their investment portfolio. We make sure their instructions are followed properly and professionally. | MF | |||||
| Eagle Nest Family Office | Fraser | Coutts | Senior Advisor, Asset Investment & Acquisition | info@frasercoutts.com | enquiries@eaglenest.uk | 85 Great Portland St. | London | W1W 7LT | United Kingdom | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/frasercouttspartners/ | Residential Property Real Estate, Private Equity, Home, Life Sciences, Film/Media, Tech, Manufacturing and Property Rich Businesses, Energy, Early Stage Mining, Technology, IT | 2.021 | https://frasercoutts.com/ | https://eaglenest.uk/ | Eagle Nest is a virtual multi family office based in London, offering high net worth individuals and their families a range of corporate and personal services with strict confidentiality, complete dedication, ultimate loyalty and low-cost strategy. Our multi family office serves wealthy families from the Middle East across Europe and beyond. Eagle Nest provides different levels of support, ranging from a personal assistant helping with administration, through to a larger team of external experts focused exclusively on managing each family’s wealth completely as a separate entity with the family keeping a total control over their money. Eagle Nest offers a virtual family office “VFO” services with a lean in-house team to coordinate, facilitate, administer and assist wealthy families with their requirements. We source for them the right specialists or firms to manage their financial affairs and advise them on their investment portfolio. We make sure their instructions are followed properly and professionally. | MF | |||||||
| 356 | East Gate Alliance | David | Portner | Chief Investment Officer | Direct: (732) 556-9000 Ext. 7004 | (732) 440-4655 | dportner@eastgatealliance.net | P.O. Box 230 | Oceanport | NJ | 07757 | United States of America | North America | Cornell University | https://www.linkedin.com/in/david-p-1049a75/ | Commercial Real Estate Investment, Development and Management | 2.016 | david.portner@gmail.com | https://eastgatealliance.net/ | Formally incorporated in 2016, and originally set up as a single-family office for the Feiler family, East Gate Alliance’s expertise in the commercial real estate space comes from a substantial amount of time owning and managing its own portfolio of properties while simultaneously growing the family’s former medical business, Dimensional Management, which was founded in 1978. In April of 2016, the Feiler family and its business partners sold Dimensional Management and its many multi-state subsidiary businesses to Waud Capital Partners, a Chicago-based private equity firm. | SF | ||||
| East Gate Alliance | Chris | Rosario | Director | (201) 888-6063 | (732) 440-4655 | crosario@eastgatealliance.net | P.O. Box 230 | Oceanport | NJ | 07757 | United States of America | North America | Commercial Real Estate Investment, Development and Management | 2.016 | https://eastgatealliance.net/ | Formally incorporated in 2016, and originally set up as a single-family office for the Feiler family, East Gate Alliance’s expertise in the commercial real estate space comes from a substantial amount of time owning and managing its own portfolio of properties while simultaneously growing the family’s former medical business, Dimensional Management, which was founded in 1978. In April of 2016, the Feiler family and its business partners sold Dimensional Management and its many multi-state subsidiary businesses to Waud Capital Partners, a Chicago-based private equity firm. | SF | ||||||||
| East Gate Alliance | Aaron | Feiler | Chief Executive Officer | (732) 556-9000 | (732) 440-4655 | afeiler@eastgatealliance.net | P.O. Box 230 | Oceanport | NJ | 07757 | United States of America | North America | University of Connecticut | https://www.linkedin.com/in/aaron-feiler-ba26577a/ | Commercial Real Estate Investment, Development and Management | 2.016 | afeiler@kerron.net | https://eastgatealliance.net/ | Formally incorporated in 2016, and originally set up as a single-family office for the Feiler family, East Gate Alliance’s expertise in the commercial real estate space comes from a substantial amount of time owning and managing its own portfolio of properties while simultaneously growing the family’s former medical business, Dimensional Management, which was founded in 1978. In April of 2016, the Feiler family and its business partners sold Dimensional Management and its many multi-state subsidiary businesses to Waud Capital Partners, a Chicago-based private equity firm. | SF | |||||
| 357 | Edizione S.r.l. | Alessandro | Benetton | Director | 39 04 225 995 | 39 0422 412 176 | presidenza@cortina2021.com | mailbox@edizione.com | Piazza del Duomo, 19 | Treviso | 31100 | Italy | Europe | Harvard University | https://www.linkedin.com/in/alessandrobenetton/ | Transport Infrastructure, Atlantia, Digital Infrastructure, Cellnex, Food and Beverage, Autogrill, Clothing and Textiles, United Colors of Benetton, Olimpias, Real Estate and Agriculture, Edizione Property, Maccarese, Compañia De Tierras Sud Argentino, Financial Institutions, Generali, Mediobanca, Verde Sport, Benetton Rugby, Benetton Foundation | 1.981 | €10B | https://www.alessandrobenetton.com/ https://www.21invest.com/partners/alessandro-benetton/ https://www.cortina2021.com/en/team/ | https://www.edizione.com/ | Established in 1981, Edizione is one of Europe’s main holding companies. Now in its third generation, it is entirely controlled by the Benetton family. The four branches of the family control the capital through four family holding companies. | SF | |||
| 358 | EFE&ENE | Jaime | Climent | Portfolio Manager | 34 963 531 054 | 34 963 330 818 | jcliment@efeyene.com | info@efeyene.com | C/ Correos, 12 | Valencia | 46002 | Spain | Europe | University of Cambridge | https://www.linkedin.com/in/jaimecliment/ | Real Estate | 2.013 | https://twitter.com/jcliment76 | https://www.efeyene.com/en/ | EFE&ENE, a Valencia, Spain-based multi family office firm. | MF | ||||
| EFE&ENE | José María | de Hevia | Partner | 34 963 531 054 | 34 963 330 818 | jdehevia@efeyene.com | info@efeyene.com | C/ Correos, 12 | Valencia | 46002 | Spain | Europe | University of Navarra | https://www.linkedin.com/in/josé-maría-de-hevia-7a788733/ | Real Estate | 2.013 | https://www.linkedin.com/company-beta/1185943/ | https://www.efeyene.com/en/ | EFE&ENE, a Valencia, Spain-based multi family office firm. | MF | |||||
| EFE&ENE | Marisa | Aznar | Corporate Finance | 34 963 531 054 | 34 963 330 818 | mlazaro@efeyene.com | info@efeyene.com | C/ Correos, 12 | Valencia | 46002 | Spain | Europe | Real Estate | 2.013 | https://www.linkedin.com/company-beta/1185943/ | https://www.efeyene.com/en/ | EFE&ENE, a Valencia, Spain-based multi family office firm. | MF | |||||||
| 359 | Ehrenkranz Partners L.P. | Patrick | Shaw | Partner | (212) 751-5959 | pshaw@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | Colgate University | https://www.linkedin.com/in/patrick-shaw-5451a834/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | |||
| Ehrenkranz Partners L.P. | Andrew | Sommers | Managing Partner | (212) 751-5959 | andrew.sommers@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/andrew-sommers-28192399/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||
| Ehrenkranz Partners L.P. | Maria | Torres | John Ehrenkranz's Assistant | Direct: (212) 801-2312 | maria.torres@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||||
| Ehrenkranz Partners L.P. | Steven | Davidson | Chief Operating Officer | Direct: (212) 801-2306 | steven.davidson@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | University of Pennsylvania | https://www.linkedin.com/in/steven-davidson-a333888/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||
| Ehrenkranz Partners L.P. | Michael | Fierro | Chief Financial Officer | (212) 751-5959 | michael.fierro@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | University at Albany, SUNY | https://www.linkedin.com/in/michael-fierro-3190327/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||
| Ehrenkranz Partners L.P. | John | Ehrenkranz | Partner & Chief Investment Officer | (212) 751-5959 | john.ehrenkranz@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | Brown University | https://www.linkedin.com/in/john-ehrenkranz-460829131/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||
| Ehrenkranz Partners L.P. | Kurt | Dudas | Partner | (212) 751-5959 | kurt.dudas@eplp.com | ehrenkranz.partners@eplp.com | 375 Park Avenue | New York | NY | 10152 | United States of America | North America | University of Chicago | https://www.linkedin.com/in/kurt-dudas-5bb1112/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 1.966 | $12B | https://www.linkedin.com/company/ehrenkranz-partners-lp/ | https://www.eplp.com/ | Ehrenkranz Partners, a New York-based Multi-Family Office and privately-owned and partner-led wealth management firm that advises families of substantial means on all aspects of their financial lives. We have decades of experience investing across asset classes and market cycles. | MF | ||||
| 360 | Eideard Group, LLC | Ronald | Roberts | Co-Founder & Managing Member | (603) 471-9909 | (603) 471-9996 | ron@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | https://www.linkedin.com/in/ronald-roberts-2305a1117/ | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | ||||||
| Eideard Group, LLC | John | Aubin | Co-Founder & Member | (603) 471-9909 | (603) 471-9996 | john@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | https://www.linkedin.com/in/jp-aubin-44107340/ | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | |||||||
| Eideard Group, LLC | George | Li | Director of Investment Research | (603) 471-9909 | (603) 471-9996 | george@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | Dalian University of Technology | https://www.linkedin.com/in/george-li-cfa-1658925/ | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | ||||||
| Eideard Group, LLC | Kevin | Gaboriault | Vice President, Finance | (603) 471-9909 | (603) 471-9996 | kevin@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | https://www.linkedin.com/in/kevin-gaboriault-20b2b351/ | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | |||||||
| Eideard Group, LLC | Bernadette | Dempsey | Senior Administrative Officer, Trust & Investments | (603) 471-9909 | (603) 471-9996 | bernadette@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | https://www.linkedin.com/in/bernadette-dempsey-3a3735148/ | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | |||||||
| Eideard Group, LLC | Doan | Trang T. Nguyen | Controller | (603) 471-9909 | (603) 471-9996 | nikki@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | ||||||||
| Eideard Group, LLC | Kaitlyn | Benson | Administrative Officer, Investments | (603) 471-9909 | (603) 471-9996 | kate@eideardgroup.com | Pine Tree Place, 360 - Route 101, Suite 13C | Bedford | NH | 03110 | United States of America | North America | Alternative Investments, Private Equity, Venture, Real Estate Partnerships, Hedge Funds | 2.006 | https://eideardgroup.com/ | Eideard Group, a multi-family office founded on the premise that our unique service model would be a welcome alternative to traditional banks, trust companies and brokerages firms for families of exceptional wealth and heritage; families whose principal focus is to preserve their financial legacy for generations to come. Strategic in scope, our founding members and staff blend more than seventy-five years of investment management, personal trust, accounting and specialty family office experience with a deeply seated commitment to serving a limited number of family relationships. | MF | ||||||||
| 361 | Elkstone Partners Ltd. | Ruairí | O’Neill | CEO & General Counsel | 353 1 662 5020 | roneill@elkstonepartners.com | 76 Baggot Street Lower | Dublin 2 | D02 EK81 | Ireland | Europe | University College Dublin | https://www.linkedin.com/in/ruairi-o-neill-969a961a/ | Real Estate, Venture Capital, Alternative Investments | 2.008 | €100M | https://www.linkedin.com/company/elkstone-partners/ | https://www.elkstonepartners.com/ | Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. | MF | |||||
| Elkstone Partners Ltd. | Ciarán | McIntyre | Chief Commercial Officer & Co-Founder | 353 1 662 5020 | cmcintyre@elkstonepartners.com | 76 Baggot Street Lower | Dublin 2 | D02 EK81 | Ireland | Europe | University of Galw | https://www.linkedin.com/in/ciarán-mcintyre-280b861a/ | Real Estate, Venture Capital, Alternative Investments | 2.008 | €100M | https://www.linkedin.com/company/elkstone-partners/ | https://www.elkstonepartners.com/ | Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. | MF | ||||||
| Elkstone Partners Ltd. | Alan | Merriman | Founder | 353 1 662 5020 | alan@elkstoneprivate.com | 76 Baggot Street Lower | Dublin 2 | D02 EK81 | Ireland | Europe | University College Dublin | https://www.linkedin.com/in/alan-merriman-3a7b643a/ | Real Estate, Venture Capital, Alternative Investments | 2.008 | €100M | https://www.linkedin.com/company/elkstone-partners/ | https://www.elkstonepartners.com/ | Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. | MF | ||||||
| Elkstone Partners Ltd. | Pádraig | Owens | Alternatives | 353 1 662 5020 | powens@elkstonepartners.com | 76 Baggot Street Lower | Dublin 2 | D02 EK81 | Ireland | Europe | University College Dublin | https://www.linkedin.com/in/padraigowens/ | Real Estate, Venture Capital, Alternative Investments | 2.008 | €100M | https://www.linkedin.com/company/elkstone-partners/ | https://www.elkstonepartners.com/ | Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. | MF | ||||||
| Elkstone Partners Ltd. | Joe | Bergin | Director of Business Development | 353 1 662 5020 | jbergin@elkstoneprivate.com | 76 Baggot Street Lower | Dublin 2 | D02 EK81 | Ireland | Europe | https://www.linkedin.com/in/joe-bergin-18265645/ | Real Estate, Venture Capital, Alternative Investments | 2.008 | €100M | https://www.linkedin.com/company/elkstone-partners/ | https://www.elkstonepartners.com/ | Elkstone Partners is an Ireland’s leading international multi-family group providing unique investment services to its Irish and international client base including wealth management, venture and real estate opportunities and alternative finance solutions. Elkstone Partners is the parent company of Elkstone Private which is a regulated entity that can provide our client base with an extensive range of MiFID investment services. Our focus is to proactively assist our clients in selecting investment opportunities that are directly tailored to their individual needs. | MF | |||||||
| 362 | Elle Family Office | Wendy | Craft | Chief Executive Officer | Direct: (914) 907-5832 | wlcraft@aol.com | 519 Eighth Avenue, 7th Floor | New York | NY | 10018 | United States of America | North America | Kalamazoo College / Georgetown University Law Center | https://www.linkedin.com/in/wendy-craft-7281176/ | Private Equity, Real Estate and Hedge Funds | 2.024 | wendy.craft@gmail.com, info@legacybd.com | Elle Family Office, single family office firm for the Lazarian Family. | SF | ||||||
| 363 | Elysium Management LLC | Joseph | Avantario | Chief Financial Officer | Direct: (914) 238-6876, Mobile: (914) 282-2243 | joseph_avantario@yahoo.com | contact@elysllc.com | 445 Park Avenue, Suite 1401 | New York | NY | 10022-8626 | United States of America | North America | University at Albany, SUNY | https://www.linkedin.com/in/joseph-avantario-001753a/ | Elysium is a single Family Office investing in private equity, real estate, venture capital and other direct private capital opportunities. | https://www.linkedin.com/in/drew-robinson-94ba6758/ | http://elysiumllc.com/ | Elysium Management is a single family office. The firm’s investment arm partners with founders and strong management teams to build businesses of lasting value. | SF | |||||
| 364 | Emerald Investment Partners Ltd | Nick | Ledbetter | Director | 44 203 405-3042 | nickledbetter@yahoo.com | info@emeraldinvestment.co.uk | Michelin House, 81 Fulham Road | London | SW3 6RD | United Kingdom | Europe | Sciences Po Strasbourg | https://www.linkedin.com/in/nick-ledbetter-849a497/ | Real Estate, Hotels & Leisure, Healthcare, Biotech and Education, located in Europe, North America and Asia | 2.012 | https://www.linkedin.com/company/emerald-investment/ | https://www.emeraldinvestment.co.uk/ | Emerald Investment is a private family office founded by Alan McIntosh in 2012. Emerald’s proprietary capital base enables a broad approach to investing. We are unconstrained by conventional Limited Partner structures, and take a flexible approach to investing across the capital structure, in public or private companies. Emerald’s investment strategy is non-sector specific, and is unrestricted by time-frames or geographies. The single common denominator across our investment portfolio is the first-class quality of management teams that we partner with and support. Our external partner investors include other family offices and institutional investors from across the world. In all investments that we make, Emerald’s principals provide a significant proportion of funds involved. Emerald currently has interests in real estate, hotels & leisure, healthcare, biotech and education, located in Europe, North America and Asia. | SF | |||||
| 365 | Ennea Family Office | Arturo | Orozco | Chief Executive Office | arturo@enneagraminstitute.com | Constitución 405 | Monterrey | NL | 64000 | Mexico | North America | The University of Chicago Booth School of Business | https://www.linkedin.com/in/aorozco/ | Public and Private Markets, Private Equity, Buyout, Growth, VC, Venture Capital, Real Estate | 2.020 | https://www.linkedin.com/company/ennea-family-office/ | Ennea is a single family office based in Monterrey, Mexico, representing multiple family branches with a single, global portfolio that has a long-term horizon, well-diversified across asset classes in both public and private markets, including Private Equity (Buyout, Growth and VC) and Real Estate, among others. | SF | |||||||
| Ennea Family Office | Rodrigo | Chapa | Legal Manager | rodrigo@enneagraminstitute.com | Constitución 405 | Monterrey | NL | 64000 | Mexico | North America | Universidad Regiomontana S.C. | https://www.linkedin.com/in/rodrigo-chapa-41582153/ | Public and Private Markets, Private Equity, Buyout, Growth, VC, Venture Capital, Real Estate | 2.020 | rodrigo.chapa@proeza.com.mx | https://www.linkedin.com/company/ennea-family-office/ | Ennea is a single family office based in Monterrey, Mexico, representing multiple family branches with a single, global portfolio that has a long-term horizon, well-diversified across asset classes in both public and private markets, including Private Equity (Buyout, Growth and VC) and Real Estate, among others. | SF | |||||||
| 366 | Ensyl Capital | Daniel | Palacios | Managing Partner | (305) 938-0622 | (305) 206-9072 | daniel@ensylcapital.com | 15811 Collins Ave. | Sunny Isles | FL | 33160 | United States of America | North America | Emory University - Goizueta Business School / Harvard Business School | https://www.linkedin.com/in/daniel-palacios-018335b/ | Real Estate (Bridge Lending, Mezz, Pref. Equity, Core/Value-Add portfolios, Development), Private Equity, Search Funds and VC/Angel in the U.S., and selectively in Europe and Latin America | 2.017 | https://www.23park.com/ | https://www.ensylcapital.com/ | Ensyl Capital, a single-family office based in Miami, FL focused mainly in Real Estate, Private Equity, Search Funds, Credit/Special Situations among others. | SF | ||||
| 367 | Entrepreneur's Investment Office | Nick | Levitt | Founding Partner & Chief Executive Officer | 44 776 77-5250 | nicklevitt@entioffice.com | info@entioffice.com | 107-111, Fleet Street | London | EC4A 2AB | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/nick-levitt-b5506612/ | Private Companies (buy-out and growth capital) and Real Estate | 2.016 | $150M | https://entioffice.com/ | Entrepreneur's Investment Office offers multi family office services with officers in London, Dubai, Abu Dhabi, Monaco and New York. | MF | Flat 21, 219 Baker Street NW1 6XE, London, United Kingdom | ||||
| Entrepreneur's Investment Office | Nick | Judd | Advisor to the Board | Direct: 44 207 399-6787 | njudd@90northgroup.com | info@entioffice.com | 107-111, Fleet Street | London | EC4A 2AB | United Kingdom | Europe | Oxford Brookes University | https://www.linkedin.com/in/nicholasjudd/ | Private Companies (buy-out and growth capital) and Real Estate | 2.016 | $150M | https://90northgroup.com/ | https://entioffice.com/ | Entrepreneur's Investment Office offers multi family office services with officers in London, Dubai, Abu Dhabi, Monaco and New York. | MF | Flat 21, 219 Baker Street NW1 6XE, London, United Kingdom | ||||
| Entrepreneur's Investment Office | Ameet | Saldanha | COO & CRO | 971 44 365 326 | ameetsaldanha@entioffice.com | info@entioffice.com | 1102E, Level 11, Burj Daman, DIFC, P.O. Box 482079 | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/ameet-saldanha-1a329a30/ | Private Companies (buy-out and growth capital) and Real Estate | 2.016 | $150M | https://entioffice.com/ | Entrepreneur's Investment Office offers multi family office services with officers in London, Dubai, Abu Dhabi, Monaco and New York. | MF | Flat 21, 219 Baker Street NW1 6XE, London, United Kingdom | |||||||
| 368 | Ephraim Multi Family Office Services | Ori | Ephraim | Founder & CEO | oriephraim@gmail.com | Israel | Asia | The Hebrew University of Jerusalem | https://www.linkedin.com/in/ori-ephraim-cpa-isr-tep-5a495312/ | Real Estate | 2.002 | Ephraim MFO Services was founded in 2002 by Ori Ephraim. The firm’s goal is to provide independent and trusted chief financial officer services to ultra high-net-worth individual clients in order to preserve the family’s assets and multigenerational vision. The firm’s services include comprehensive investment advice, tax, accounting as well as acting as a liaison between the auditors and lawyers of the clients. Mr Ephraim holds an MA in economics and business administration (cum laude) and a BA in economics and accounting (cum laude), both from the Hebrew University in Jerusalem. In addition, he holds a diploma in international trust management from STEP. Mr Ephraim is a licensed accountant in Israel (CPA) and is a member of the Institute of Certified Public Accountants (CPA) in Israel. Mr Ephraim was an external lecturer in tax and accounting at the Hebrew University and at Bar Ilan University, and lectures widely in his areas of expertise. | MF | ||||||||||||
| Ephraim Multi Family Office Services | Ori | Ephraim | Owner | 972 52 473 6663 | oriephraim@yahoo.com | 12 Har Cna'an Street | Kfar Saba | 4448124 | Israel | Asia | The Hebrew University of Jerusalem | https://www.linkedin.com/in/ori-ephraim-cpa-isr-tep-5a495312/ | Real Estate, Deposits, Bonds, ETFs, Funds, Shares and Currencies, including forward transactions, worldwide (Far East, Eastern Europe, Latin America, Europe and U.S) | 2.002 | Our goal is to provide independent and trusted advice to our UHNWI customers in order to preserve the family's assets and multi-generational vision. | MF | |||||||||
| 369 | Equinoxe Investments S.A. | Christian | Hollstein | Associate | 41 792 783 617 | 41 227 078 777 | info@efo-gmbh.de | 4, rue du Mont-Blanc | Geneva | CH-1201 | Switzerland | Europe | Private Equity, Real Estate | 41 227 078 739 | http://www.equinvest.ch/ | A diversified private investment company, which includes: - Direct Investments: Manages a portfolio of direct investments including private equity and quoted holdings. The asset allocation strategy is established and amended by the investment committee, which is composed from in-house and third party professionals. - Real Estate Investment and Management | MF | ||||||||
| Equinoxe Investments S.A. | Michael | Moquette | Managing Partner | 41 792 007 621 | 41 227 078 777 | moquette@equinvest.ch | info@equinvest.ch | 4, rue du Mont-Blanc | Geneva | CH-1201 | Switzerland | Europe | https://www.linkedin.com/in/michael-moquette-481a485/ | Private Equity, Real Estate | 41 227 078 739 | http://www.equinvest.ch/ | A diversified private investment company, which includes: - Direct Investments: Manages a portfolio of direct investments including private equity and quoted holdings. The asset allocation strategy is established and amended by the investment committee, which is composed from in-house and third party professionals. - Real Estate Investment and Management | MF | |||||||
| Equinoxe Investments S.A. | Simon | Field | Associate | 41 794 338 744 | 41 227 078 777 | field@equinvest.ch | info@equinvest.ch | 4, rue du Mont-Blanc | Geneva | CH-1201 | Switzerland | Europe | University of Kent | https://www.linkedin.com/in/simon-field-b060a314/ | Private Equity, Real Estate | 41 227 078 739 | http://www.equinvest.ch/ | A diversified private investment company, which includes: - Direct Investments: Manages a portfolio of direct investments including private equity and quoted holdings. The asset allocation strategy is established and amended by the investment committee, which is composed from in-house and third party professionals. - Real Estate Investment and Management | MF | ||||||
| 370 | Esas Holding | Özgür | Sungu | Portfolio Management Director, Wealth Management | 90 2 166 818 500 | 90 2 166 818 560 | ozgur.sungu@esas.com | Esas Plaza, Rüzgarlıbahçe Mh., Çam Pınarı Sk., No:8, 34805, Kavacık, Beykoz | Istanbul | Turkey | Asia | Istanbul Bilgi University | https://www.linkedin.com/in/özgür-sungu-91931ba/ | Private Equity, Real Estate, Venture Capital, Liquid Assets | 2.000 | https://www.esas.com.tr/ | Esas is the largest family-owned investment firm in Turkey and is backed by the first and second generation family members of Şevket Sabancı, one of the five founding members of Sabancı Holding, a leading Turkish conglomerate. With offices in Istanbul and London, Esas invests in various asset classes globally including private equity, real estate, venture capital and liquid assets. | SF | |||||||
| Esas Holding | Mustafa | Tercan | Chief Financial Officer | 90 2 166 818 500 | 90 2 166 818 560 | mustafa.tercan@esas.com | Esas Plaza, Rüzgarlıbahçe Mh., Çam Pınarı Sk., No:8, 34805, Kavacık, Beykoz | Istanbul | Turkey | Asia | Ankara Üniversitesi, Siyasal Bilgiler Fakültesi (Mülkiye) | https://www.linkedin.com/in/mustafa-tercan-21271318/ | Private Equity, Real Estate, Venture Capital, Liquid Assets | 2.000 | mustafa.tercan@gmail.com | https://www.esas.com.tr/ | Esas is the largest family-owned investment firm in Turkey and is backed by the first and second generation family members of Şevket Sabancı, one of the five founding members of Sabancı Holding, a leading Turkish conglomerate. With offices in Istanbul and London, Esas invests in various asset classes globally including private equity, real estate, venture capital and liquid assets. | SF | |||||||
| 371 | 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 | |||||
| 372 | Eskeland Trading - Multi Family Office | office@eskelandtrading.com | Norway | Europe | Infrastructure Projects mainly in the fields of Commercial Real Estate, Railway Development and Sustainable Energy | 1.976 | http://www.eskelandtrading.com/ | Founded in 1976 in Norway, Eskeland Trading is a leading Scandinavian family office, helping ultra-high net worth families leverage their wealth, through high- yield investments worldwide. Over the last decades, we have gained trust and experience in taking care of financial welfare for affluent individuals and families, while introducing them with multiple investment channels, from seed ventures and private equity to social investing and full-scale acquisitions. We have long lasting connections with local experts across Europe and developing countries, helping us find new opportunities for large-scale investments in diverse infrastructure projects, mainly in the fields of commercial real estate, railway development and sustainable energy. | MF | ||||||||||||||||
| 373 | Esko, Inc. | Carlos | Herrero | Portfolio Manager | (818) 668-6800 | (561) 833-3694 | carlos_herrero@hotmail.com | 400 N Congress Ave. Suite 100 | West Palm Beach | FL | 33401 | United States of America | North America | University of Florida | https://www.linkedin.com/in/carlos-e-herrero-cfa-b1b6885/ | Private Equity, Real Estate | 1.991 | $70M | https://www.linkedin.com/company/elite-stor-capital-partners-llc/ | Esko, Inc. is a West Palm Beach, Florida-based single family office firm. | SF | ||||
| Esko, Inc. | Karen | Wynne | CPA for a Family Office | (561) 775-9405 | (561) 833-3694 | kwynne@eskopb.com | 340 Royal Poinciana Way, Suite #305 | Palm Beach | FL | 33480 | United States of America | North America | University of Florida | https://www.linkedin.com/in/karen-wynne-92245b68/ | Private Equity, Real Estate | 1.991 | $70M | http://www.alliantcompany.com/contact-us/tax-credit-syndication/18-jim-jenkins | https://www.linkedin.com/company/elite-stor-capital-partners-llc/ | Esko, Inc. is a West Palm Beach, Florida-based single family office firm. | SF | ||||
| 374 | ESPERIA Luxembourg SARL | Tamara | C. | Multi Family Office Co-Founder | 352 274 7291 | info@esperia.eu | 183 Rue de Rollingergrund | Luxembourg | 2440 | Luxembourg | Europe | https://www.linkedin.com/in/tamaralux/ | High-end Funds & Corporate Services, Real Estate, Private Equity, Intellectual Property, E-Commerce, Advisory, Wealth Management | 2.012 | https://www.linkedin.com/company/esperia-world/ | https://esperia.world/ | Esperia is an independent company, providing a full range of high-end funds & corporate services to international-based entities. Esperia is now a team of multilingual experts and provides its services to a clientele dedicated to exclusively international activities and active in various sectors such as Real Estate, Private Equity, Intellectual Property, E-Commerce, Advisory, and Wealth Management. The multi-family office is a service we provide to our clients to support multiple families to manage their entire wealth. | MF | |||||||
| ESPERIA Luxembourg SARL | Alexandre | Phan | Director | 352 274 7291 | alexandre.phan@esperia.eu | info@esperia.eu | 183 Rue de Rollingergrund | Luxembourg | 2440 | Luxembourg | Europe | High-end Funds & Corporate Services, Real Estate, Private Equity, Intellectual Property, E-Commerce, Advisory, Wealth Management | 2.012 | https://www.linkedin.com/company/esperia-world/ | https://esperia.world/ | Esperia is an independent company, providing a full range of high-end funds & corporate services to international-based entities. Esperia is now a team of multilingual experts and provides its services to a clientele dedicated to exclusively international activities and active in various sectors such as Real Estate, Private Equity, Intellectual Property, E-Commerce, Advisory, and Wealth Management. The multi-family office is a service we provide to our clients to support multiple families to manage their entire wealth. | MF | ||||||||
| 375 | Eureka Investment Group (Singapore) Pte Ltd | Andy | Ng | Country Manager | 65 6950 5399 | andy.ng@eurekaintl.com.sg | contact@eurekaintl.com.sg | 8 Temasek Boulevard, Suntec Tower 3, #25-02 | Singapore | 038988 | Singapore | Asia | University of South Australia | https://www.linkedin.com/in/andy-ng-78930220/ | Real Estate, Global Trade, Technology Venture Capital, Bonded Warehouse, Financial Services, Healthcare, Consumer / Bonded Warehouses, Land Real Estate Development, Investments & Financial | andy.ng@eurekaintl.com.sg | https://www.eurekainternational.com.au/ | https://www.eurekainvestment.com.sg/ | Eureka Investment Group is a family office service provider registered in Singapore and serving an international network in Shanghai and Melbourne. We uphold the corporate ethos of compliance and discipline to protect our clients' wealth for generations to come. We are part of the Eureka International Group, a leading global multinational company with business verticals covering international real estate, global trade, technology venture capital, bonded warehouse, financial services, and healthcare. | MF | |||||
| Eureka Investment Group (Singapore) Pte Ltd | Joanna | Tao | Operation Director | 65 6950 5399 | joanna.tao@eurekaintl.com.sg | contact@eurekaintl.com.sg | 8 Temasek Boulevard, Suntec Tower 3, #25-02 | Singapore | 038988 | Singapore | Asia | Nanjing University | https://www.linkedin.com/in/peachjojo/ | Real Estate, Global Trade, Technology Venture Capital, Bonded Warehouse, Financial Services, Healthcare, Consumer / Bonded Warehouses, Land Real Estate Development, Investments & Financial | https://www.linkedin.com/company/eureka-investment-group/ | https://www.eurekainvestment.com.sg/ | Eureka Investment Group is a family office service provider registered in Singapore and serving an international network in Shanghai and Melbourne. We uphold the corporate ethos of compliance and discipline to protect our clients' wealth for generations to come. We are part of the Eureka International Group, a leading global multinational company with business verticals covering international real estate, global trade, technology venture capital, bonded warehouse, financial services, and healthcare. | MF | |||||||
| 376 | Even Keel Family Office | Bruno | Doutrelepont | Chief Executive Officer | bruno@evenkeel.ie | team@evenkeel.ie | Zoe House, Hillside Road | Greystones | A63 WK40 | Ireland | Europe | Université de Liège | https://www.linkedin.com/in/brunodoutrelepont/ | Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate | 2.012 | https://www.linkedin.com/company/even-keel-group/ | https://evenkeel.ie/ | Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. | SF | ||||||
| Even Keel Family Office | Kieran | Riley | Director Corporate Finance | 353 1 417 3120 | kieran@evenkeel.ie | team@evenkeel.ie | Zoe House, Hillside Road | Greystones | A63 WK40 | Ireland | Europe | University College Dublin | https://www.linkedin.com/in/kieran-riley-93624923/ | Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate | 2.012 | https://www.linkedin.com/company/even-keel-group/ | https://evenkeel.ie/ | Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. | SF | ||||||
| Even Keel Family Office | Gregorio | Saichin | Advisor | gregorio@evenkeel.ie | team@evenkeel.ie | Zoe House, Hillside Road | Greystones | A63 WK40 | Ireland | Europe | University of Buenos Aires / The Wharton School | https://www.linkedin.com/in/gregorio-saichin-b4717b17/ | Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate | 2.012 | https://www.linkedin.com/company/even-keel-group/ | https://evenkeel.ie/ | Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. | SF | |||||||
| Even Keel Family Office | John | Gallagher | Advisor | john@elementfinance.com | team@evenkeel.ie | Zoe House, Hillside Road | Greystones | A63 WK40 | Ireland | Europe | University College Dublin | https://www.linkedin.com/in/john-gallagher-7a164113a/ | Multifamily Office, Alternative Investments, Estate Planning, Cross-Asset Class, Succession Planning, Tax structuring, Family office, Real Estate | 2.012 | https://www.elementfinance.com/about/ | https://evenkeel.ie/ | Even Keel Family Office is an independent and confidential private investment and family office. Even Keel Family Office was formed following the amalgamation of three European entrepreneurial families. Our talented team oversees a complex portfolio of assets and estates, and manages our Families’ lifestyles in a flexible and efficient manner. Our extensive international networks allow us to source and execute exclusive off-market transactions for our principals and co-investors. | SF | |||||||
| 377 | Evergreen Gavekal | Tyler | Hay | Chief Executive Officer & Partner | (425) 467-4600 | thay@evergreengavekal.com | 1412 112th Ave. NE, Suite 100 | Bellevue | WA | 98004 | United States of America | North America | Questrom School of Business, Boston University, Seattle University | https://www.linkedin.com/in/tyler-hay-059a962/ | Alternative Investments, Hedge Funds, Real Estate | 1.983 | https://www.linkedin.com/company/evergreen-capital-management/ | https://evergreengavekal.com/ | Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future. We have four locations: Bellevue, WA, Lake Oswego, OR, and San Francisco and Napa, CA that serve clients all over the U.S. Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. | MF | |||||
| Evergreen Gavekal | Michelle | Watson | Executive Vice President of the Family Office | (415) 960-6300 | mwatson@evergreengavekal.com | 50 California Street, Suite 1790 | San Francisco | CA | 94111 | United States of America | North America | University of Washington | https://www.linkedin.com/in/michellenwatson/ | Alternative Investments, Hedge Funds, Real Estate | 1.983 | https://www.linkedin.com/company/evergreen-capital-management/ | https://evergreengavekal.com/ | Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future. We have four locations: Bellevue, WA, Lake Oswego, OR, and San Francisco and Napa, CA that serve clients all over the U.S. Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. | MF | ||||||
| Evergreen Gavekal | Jeff | Eulberg | Managing Director, Family Office &Partner | (425) 467-4600 | jeulberg@evergreengavekal.com | 1412 112th Ave. NE, Suite 100 | Bellevue | WA | 98004 | United States of America | North America | Seattle University / Portland State University | https://www.linkedin.com/in/jeffrey-eulberg-j-d-cfp-60128567/ | Alternative Investments, Hedge Funds, Real Estate | 1.983 | https://www.linkedin.com/company/evergreen-capital-management/ | https://evergreengavekal.com/ | Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future. We have four locations: Bellevue, WA, Lake Oswego, OR, and San Francisco and Napa, CA that serve clients all over the U.S. Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. | MF | ||||||
| Evergreen Gavekal | Sean | Figueroa | Managing Director, Family Office &Partner | (415) 960-6300 | sfigueroa@evergreengavekal.com | 50 California Street, Suite 1790 | San Francisco | CA | 94111 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/sean-figueroa-cfa-cfp-4aa9646b/ | Alternative Investments, Hedge Funds, Real Estate | 1.983 | https://www.linkedin.com/company/evergreen-capital-management/ | https://evergreengavekal.com/ | Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future. We have four locations: Bellevue, WA, Lake Oswego, OR, and San Francisco and Napa, CA that serve clients all over the U.S. Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. | MF | ||||||
| Evergreen Gavekal | Mark | Nicoletti | Managing Director, Family Office &Partner | (415) 960-6300 | mnicoletti@evergreengavekal.com | 50 California Street, Suite 1790 | San Francisco | CA | 94111 | United States of America | North America | Alternative Investments, Hedge Funds, Real Estate | 1.983 | https://www.linkedin.com/company/evergreen-capital-management/ | https://evergreengavekal.com/ | Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future. We have four locations: Bellevue, WA, Lake Oswego, OR, and San Francisco and Napa, CA that serve clients all over the U.S. Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research. | MF | ||||||||
| 378 | Everwatch Financial | Frohman | Anderson | Co-Founder & Co-CEO | (401) 421-9900 | (401) 421-9901 | frohman@everwatch.com | info@everwatch.com | 321 South Main Street, Suite 550 | Providence | RI | 02903 | United States of America | North America | Dartmouth College | https://www.linkedin.com/in/frohmananderson2/ | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | ||||
| Everwatch Financial | Mary | Courtney-O'Sullivan | Chief Financial Officer | (401) 421-9900 | (401) 421-9901 | mary@everwatch.com | info@everwatch.com | 321 South Main Street, Suite 550 | Providence | RI | 02903 | United States of America | North America | Boston University | https://www.linkedin.com/in/mary-courtney-o-sullivan/ | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | |||||
| Everwatch Financial | Tom | Phillips | Investment Associate | (401) 421-9900 | (401) 421-9901 | tomp@everwatch.com | info@everwatch.com | 321 South Main Street, Suite 550 | Providence | RI | 02903 | United States of America | North America | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | |||||||
| Everwatch Financial | Astrid | Womble | Director | (561) 532-3666 | (401) 421-9901 | awomble@everwatch.com | info@everwatch.com | 515 N. Flagler Drive, Suite 1125 | West Palm Beach | FL | 33401 | United States of America | North America | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | |||||||
| Everwatch Financial | Theodore | Kokas | Chief Investment Officer | (401) 421-9900 | (401) 421-9901 | tedk@everwatch.com | info@everwatch.com | 321 South Main Street, Suite 550 | Providence | RI | 02903 | United States of America | North America | University of Massachusetts Lowell | https://www.linkedin.com/in/tkokas/ | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | |||||
| Everwatch Financial | Matt | Womble | Co-Founder, Managing Director of Private Investments | (561) 532-3666 | (401) 421-9901 | matt@everwatch.com | info@everwatch.com | 515 N. Flagler Drive, Suite 1125 | West Palm Beach | FL | 33401 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/matt-womble-5045b212/ | Public Equities, Fixed Income, Private Equity, Real Assets, Alternatives, Equipment Sales, Rental & Services, Energy Services, Industrial & Environmental Services, Agriculture Services, Infrastructure, Fast Casual Restaurant Chains, IT & Digital Security, Light Manufacturing, Real Estate | 2.004 | https://www.everwatch.com/ | EverWatch is a single family office office primarily focused on in-house investment management. Strategies include Fund and Direct investing. EverWatch operates from offices in Providence, RI and Greenwich, CT. | SF | |||||
| 379 | EX.TRA Management GmbH | Frank | Stolpmann | President | 49 21 113 723-10 | 49 211 22 059 110 | zossen@extramanagement.de | smb@smbconsultants.de | Neuer Zollhof 3 (MedienHafen) | Dusseldorf | 40221 | Germany | Europe | University of Cologne | https://www.linkedin.com/in/frank-n-stolpmann-6ab376a/ | Private Equity, Real Estate | 2.001 | €100M | http://www.smbconsultants.de/ | http://www.extraindustries.com/ | EX.TRA Management, a Holding & Management Company (Single Family Office). | SF | |||
| 380 | Excaliber Capital | Guy | Swersky | Owner - Managing Partner | 972 3 768-6777 | guy@excalibercapital.com | info@excalibercapital.com | 11 Menahem Begin St. | Ramat Gan | 5268104 | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/guyswersky/ | Real Estate | 2.005 | http://www.rcf.org.il/index.php?option=com_content&view=article&id=26&Itemid=111&lang=en | http://www.excalibercapital.com/ | Excaliber Capital is an Israeli-based multi family office. | MF | |||||
| 381 | Excellent Capital LLC | Delaney | Pouch | Chief of Staff and Investment Team Member | (626) 807-2982 | annyecedp@gmail.com | info@excellent-capital.com | 18575 Jamboree Rd., Suite 330 | Irvine | CA | 92612 | United States of America | North America | Southern Methodist University - Cox School of Business | https://www.linkedin.com/in/annyece-delaney-pouch/ | Commodities Trading, Real Estate, Private Equity, Public Equities, Real Estate | 2.014 | $5B | hr@excellent-capital.com | https://www.linkedin.com/company/excellentcapital/ | https://www.excellent-capital.com/ | Excellent Capital is a single family office founded by Simon Zhang in 2014 based in Newport Beach, California. The firm is focused on significant wealth generation for our first-generation Principal with holdings in commodities trading, real estate and asset management. Excellent Capital's investments are allocated into three separate strategies: private equities, public equities and real estate. Investment objectives are focused on long-term compounding returns over a 20+ year time horizon and working with exceptional investment and operational partners to generate truly excellent investment performance. | SF | ||
| Excellent Capital LLC | Kenan | Jiang | Partner | (626) 807-2982 | kenan.jiang@excellent-capital.com | info@excellent-capital.com | 18575 Jamboree Rd., Suite 330 | Irvine | CA | 92612 | United States of America | North America | Stanford University | https://www.linkedin.com/in/kenanjiang/ | Commodities Trading, Real Estate, Private Equity, Public Equities, Real Estate | 2.014 | $5B | kjiang@excellent-capital.com, kenan@excellent-capital.com | https://www.linkedin.com/company/excellentcapital/ | https://www.excellent-capital.com/ | Excellent Capital is a single family office founded by Simon Zhang in 2014 based in Newport Beach, California. The firm is focused on significant wealth generation for our first-generation Principal with holdings in commodities trading, real estate and asset management. Excellent Capital's investments are allocated into three separate strategies: private equities, public equities and real estate. Investment objectives are focused on long-term compounding returns over a 20+ year time horizon and working with exceptional investment and operational partners to generate truly excellent investment performance. | SF | |||
| 382 | EXTOREL GmbH | Catrin | Reitemeier | Management Assistant | 49 89 207 030 | catrin.reitemeier@extorel.de | info@extorel.de | Nußbaumstraße 12 | Munich | 80336 | Germany | Europe | Private Equity Fund, Liquidity, Real Estate, Electronic and Information Technology, Cleantech | €150M | https://www.extorel.de/ | EXTOREL is the family office of the Strascheg family. As an independent institution, we advise the family holistically on all investment decisions. With the aim of diversification, the managed portfolio of EXTOREL is broadly based and encompasses almost all asset classes. The provision of equity capital, in particular in the form of risk and growth capital, is our investment focus. In addition to managing numerous corporate investments, EXTOREL manages liquid investments and maintains several foundations. The foundations serve the targeted promotion of the start-up culture in Germany and pursue social and cultural purposes. The implementation of our systematic, quantitative and qualitative selection process requires appropriate specialist knowledge and experience. For this purpose, EXTOREL has an excellent team of private equity and asset management specialists. | SF | ||||||||
| EXTOREL GmbH | Daniel | Bohlmann | Senior Investment Manager | 49 89 207 030 | daniel.bohlmann@extorel.de | info@extorel.de | Nußbaumstraße 12 | Munich | 80336 | Germany | Europe | Bergische Universität Wuppertal | https://www.linkedin.com/in/dr-daniel-bohlmann-41284321/ | Private Equity Fund, Liquidity, Real Estate, Electronic and Information Technology, Cleantech | €150M | https://www.extorel.de/ | EXTOREL is the family office of the Strascheg family. As an independent institution, we advise the family holistically on all investment decisions. With the aim of diversification, the managed portfolio of EXTOREL is broadly based and encompasses almost all asset classes. The provision of equity capital, in particular in the form of risk and growth capital, is our investment focus. In addition to managing numerous corporate investments, EXTOREL manages liquid investments and maintains several foundations. The foundations serve the targeted promotion of the start-up culture in Germany and pursue social and cultural purposes. The implementation of our systematic, quantitative and qualitative selection process requires appropriate specialist knowledge and experience. For this purpose, EXTOREL has an excellent team of private equity and asset management specialists. | SF | |||||||
| 383 | Ezra Family Office | Michael | Ezra | Chief Executive Officer | 44 203 727-3921 | mezra@hbtitan.com | P.O. Box 544, 14 Britannia Place, Bath Street | St Helier | JE2 4SU | Jersey | Europe | Birkbeck, University of London | https://www.linkedin.com/in/michael-ezra-3844211/ | Fund-of-Funds, FOF, Hedge Funds, Traditional Investment Funds, Global Macro, Long only Equity Strategies, Long only Fixed Income Stratgies, Equity Long Short, Market Neutral, Fixed Income Arbitrage, Mortgage backed Securities (both Residential and Commercial), Option Trading, Illiquid Credit Strategies, Convertible Bonds, Event Driven including Distressed, Corporate Restructuring and Merger Arbitrage, Commodities including both Precious and Base Metals, Agricultural and other Soft Commodities, Real Estate | 2.019 | https://hbtitan.com/ | After graduating in statistics from University College London, Michael was placed on an accelerated training programme at KPMG where he qualified as a Chartered Accountant passing all exams at the first attempt. He then spent eight years at American Investment banks (Kidder,Peabody and Paine Webber - which are both now part of UBS) working in fixed income trading in London, New York and Singapore. He was the top student in the global intake on the MBA training programme. Michael has worked for 3 different fund management organisations in positions from senior analyst to Chief Investment Officer. He has also worked directly for a multi-billion dollar hedge fund as a trader and senior analyst. As a consultant, he advised and acted as Chief Investment Officer for wealth management companies and fund of funds on underlying investments, portfolio management and risk management. His specialties include both hedge funds and traditional investment funds. Strategies advised upon include, but are not limited to, global macro, long only equity strategies, long only fixed income stratgies, equity long short, market neutral, fixed income arbitrage, mortgage backed securities (both residential and commercial), option trading, illiquid credit strategies, convertible bonds, event driven including distressed, corporate restructuring and merger arbitrage, commodities including both precious and base metals, agricultural and other soft commodities, and real estate. Michael is currently a director of a real estate private equity company that invests in all areas of the capital stack including senior and mezzanine debt, preference shares and common equity. Proptech investments are also of interest, He also acts as CEO of a single family office. Michael has been quoted in the press, and has also spoken at industry conferences and on BBC Radio 4 and Radio 5 about investment related matters. In his spare time Michael takes an interest in art, politics and philosophy and has lectured at Oxford University and at the University of London on the latter two. He has a voluntary position as a Director and Trustee of small registered charity that promotes free speech and civic engagement. He has also written articles for The Spectator, a British political and current affairs magazine that has been in existence for nearly 200 years. | SF | |||||||
| 384 | Fair Value Capital (UK) Limited | Zara | Adams | Head of Business Development | 44 207 399-1686 | zara@fairvaluecapital.co.uk | info@fairvaluecapital.co.uk | 35 Berkeley Square, Mayfair | London | W1J 5BF | United Kingdom | Europe | The University of Edinburgh | https://www.linkedin.com/in/zara-adams-64263195/ | Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology | 2.012 | €500M | https://www.linkedin.com/company/fair-value-capital/ | http://www.fairvaluecapital.co.uk/ | FVC, a multi-family office real assets focussed boutique based in Mayfair, London. | MF | ||||
| Fair Value Capital (UK) Limited | Ángela | Álvarez | Vice Chairman & Advisory Board | 34 910 472 000 | angela@aglaiacapital.com | info@fairvaluecapital.co.uk | 35 Berkeley Square, Mayfair | London | W1J 5BF | United Kingdom | Europe | Universidad CEU San Pablo | https://www.linkedin.com/in/angelaalv/ | Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology | 2.012 | €500M | https://www.aglaiacapital.com/ | http://www.fairvaluecapital.co.uk/ | FVC, a multi-family office real assets focussed boutique based in Mayfair, London. | MF | |||||
| Fair Value Capital (UK) Limited | Patrick | Brennan | Founding Partner & CEO | 44 207 399-1686 | patrick@fairvaluecapital.co.uk | info@fairvaluecapital.co.uk | 35 Berkeley Square, Mayfair | London | W1J 5BF | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/patrick-brennan-b7446541/ | Corporate Finance, Hotels, Hospitality, Real Estate, Financing, Fintech Blockchain DLT VC, Digital Assets, Alternative Investments, Logistics, Retail, Storage Sector, Fund of Hedge Fund, Digital Media, FinTech, Financial Technology | 2.012 | €500M | https://www.linkedin.com/company/fair-value-capital/ | http://www.fairvaluecapital.co.uk/ | FVC, a multi-family office real assets focussed boutique based in Mayfair, London. | MF | |||||
| 385 | faktum-b GmbH | Fredrik | Vogel | Managing Director | 49 406 077-82130 | info@faktum-b.de | Schlüterstraße 60 | Hamburg | D-20146 | Germany | Europe | Uppsala University | https://www.linkedin.com/in/fredrik-vogel-0727632/ | Food and Beverage, Alternative Investments, Illiquid Asset Classes, Direct investments in Real Estate and Private Equity, Real Estate Fund, Private Equity Fund, Hedge Funds | 2.007 | https://www.linkedin.com/in/martina-albat-6983b129/ | https://faktum-b.de/ | faktum-b GmbH is a part of a single family office founded in 2007 by two generations of family members from Germany, Sweden and the UK. | SF | ||||||
| 386 | Falcon Advisory S.A. | Holger | Heims | CEO & Owner | 41 615 112 911 | 41 619 739 173 | hh@falconequity.com | Gerbegässlein 1 | Sissach | CH-4450 | Switzerland | Europe | Ludwig Maximilans University, Munich | https://www.linkedin.com/in/holger-heims-04a132/ | Private Equity, Real Estate, Technology, Infrastructure, Oil & Gas in Europe and Asia | 2.006 | $6B | https://www.linkedin.com/company/falcon-group---investment-advisors/ | https://www.falcongroup.net/ | Falcon Group was founded as an independent multi-family office providing asset management, private equity and investment advisory services. | MF | ||||
| Falcon Advisory S.A. | Majed | Mansour | Managing Director | 41 615 112 911 | 41 619 739 173 | majed.mansour@falconequity.com | Gerbegässlein 1 | Sissach | CH-4450 | Switzerland | Europe | Western University | https://www.linkedin.com/in/majed-s-mansour-8630b721/ | Private Equity, Real Estate, Technology, Infrastructure, Oil & Gas in Europe and Asia | 2.006 | $6B | majed@aquerre.com, info@aquerre.com | https://www.aquerre.com/ | https://www.falcongroup.net/ | Falcon Group was founded as an independent multi-family office providing asset management, private equity and investment advisory services. | MF | ||||
| 387 | Falcon Legacy LLC | Julie | Schipp | Vice President | (317) 844-8699 | info@falconlegacy.com | P.O. Box 56061 | Indianapolis | IN | 46256 | United States of America | North America | Indiana Wesleyan University | https://www.linkedin.com/in/julie-schipp-192ba3a0/ | Real Estate, Healthcare, Agriculture, Aviation | 1.900 | Falcon Legacy LLC is the private single Family Office of the Morgan Family based in Indianapolis. | SF | |||||||
| 388 | Familia Asset Management Oy | Sami | Vartiainen | Managing Partner & CEO | Direct: 358 50 14 09 | sami.vartiainen@familiam.fi | moi@familiam.fi | Urho Kekkosen katu 2 C 7.krs | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/sami-vartiainen-1367349/ | Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology | 2.020 | €200M | info@familiam.fi | https://www.linkedin.com/company/familiam/ | https://familiam.fi/ | Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals. Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. | MF | ||||
| Familia Asset Management Oy | Omar | Bisi | Investment Specialist | Direct: 358 504 799 977 | omar.bisi@familiam.fi | moi@familiam.fi | Urho Kekkosen katu 2 C 7.krs | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/omar-bisi-60847834/ | Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology | 2.020 | €200M | https://www.linkedin.com/company/familiam/ | https://familiam.fi/ | Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals. Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. | MF | ||||||
| Familia Asset Management Oy | Martin | Sundman | Partner | Direct: 358 503 241 515 | martin.sundman@familiam.fi | moi@familiam.fi | Urho Kekkosen katu 2 C 7.krs | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/martin-sundman-7b7334193/ | Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology | 2.020 | €200M | https://www.linkedin.com/company/familiam/ | https://familiam.fi/ | Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals. Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. | MF | ||||||
| Familia Asset Management Oy | Mats | Norrbäck | Wealth Manager & Partner | Direct: 358 405 585 838 | mats.norrback@familiam.fi | moi@familiam.fi | Urho Kekkosen katu 2 C 7.krs | Helsinki | 00100 | Finland | Europe | Hanken School of Economics | https://www.linkedin.com/in/mats-norrbäck-b60263156/ | Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology | 2.020 | €200M | https://www.linkedin.com/company/familiam/ | https://familiam.fi/ | Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals. Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. | MF | |||||
| Familia Asset Management Oy | Patrik | Salin | Wealth Manager & Partner | Direct: 358 405 425 909 | patrik.salin@familiam.fi | moi@familiam.fi | Urho Kekkosen katu 2 C 7.krs | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/patrik-salin-271500222/ | Private Equity, Equity Fund, Hedge Funds, Alternative Investments, Venture Capital, Real Estate, Technology | 2.020 | €200M | https://www.linkedin.com/company/familiam/ | https://familiam.fi/ | Familiam is an independent Multi Family Office catering to wealthy individuals and families. We always tailor our services to our customers’ needs and find the investments that best suit the customer’s goals. Our Family Office service was born out of our partners’ needs to better invest their funds in an independent manner. We now also offer this service to other wealthy individuals, families and entrepreneurs. For us, Family Office means competence and attitude and above all entrepreneurship. | MF | ||||||
| 389 | Family Administrative Help | Noreen | Caroll | Chief Executive Officer | solutions.to.fix.your.life@gmail.com | PA | United States of America | North America | The George Washington University | https://www.linkedin.com/in/noreen-caroll-67203531 | Real Estate | 2.008 | Noreen Caroll runs a family office for single individual with international exposure. | SF | |||||||||||
| 390 | Family Management Corporation | Seymour | Zises | Co-Founder & President | Direct: (212) 872-9610 | (212) 758-4020 | szises@familymanage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | New York University | https://www.linkedin.com/in/seymour-zises-96573757/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | ||
| Family Management Corporation | Andrea | Tessler | Managing Director | Direct: (212) 872-9620 | (212) 758-4020 | atessler@familymanage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | Cornell University | https://www.linkedin.com/in/andrea-tessler-88a4b27/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | |||
| Family Management Corporation | David | Schawel | Chief Investment Officer | Direct: (212) 872-9615 | (212) 758-4020 | dschawel@familymanage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | North Carolina State University - College of Management North Carolina State University - College of Management | https://www.linkedin.com/in/david-schawel-cfa-4618452/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | |||
| Family Management Corporation | Aldo | Tarantini | Director of Operations | Direct: (212) 872-9633 | (212) 758-4020 | atarantini@FamilyManage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | New York University | https://www.linkedin.com/in/aldotarantini/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | |||
| Family Management Corporation | Galit | Kursman | Senior Investment Advisor | Direct: (212) 872-9630 | (212) 758-4020 | galit@familymanage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | University of Rochester | https://www.linkedin.com/in/galit-kursman-1969b19b/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | |||
| Family Management Corporation | Jan | Sucic | Managing Director | Direct: (212) 872-9604, Mobile: (917) 576-8681 | (212) 758-4020 | jsucic@familymanage.com | clientservice@familymanage.com | 155 E. 44th St., 21st Floor | New York | NY | 10017 | United States of America | North America | University of Maine | https://www.linkedin.com/in/jan-e-sucic-638262a7/ | Stocks, Bonds, Mutual Funds/ETFs, Alternative Investments, Hedge Funds, Real Estate, Private Equity, Insurance, Tax-aware Products | 1.989 | $3B | https://www.linkedin.com/company/family-management-corporation/ | https://www.familymanage.com/ | Family Management Corporation is a New York-based registered investment advisor serving high net worth individuals, families, and not-for-profit organizations. Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products. | MF | |||
| 391 | Family Office Ariel | Yaniv | Ariel | Chief Executive Officer | Direct: 972 79 5599-728, Mobile Israel: 972 51 5111 111, Switzerland: 41 225 087 130, London: 44 203 936-1689 | 972 77 4703 227 | yaniv@ariel-fin.com | B.S.R Tower 4, Mezada 9 | Bnei Brak | 5120109 | Israel | Asia | Bar-Ilan University | https://www.linkedin.com/in/yaniv-ariel/ | Low Tech, High Tech | 2.016 | $15M | https://www.ariel-fin.com/ | Family Office Ariel is a single family office firm for the Ariel family. Family Office Ariel is buying for one of the most rich Israeli family real estate and companies. We are buy office building in Switzerland and London and Germany. * From 50 million USD * From 5% yield * From 75% occupancy We buying companies with a net profit of $ 15 million. | SF | |||||
| 392 | Family Office International SA | Antoine | Montandon | Managing Director | 41 227 891 550 | info@familyoffice-intl.com | Rue du Rhône 100, P.O. Box 6176 | Geneva 6 | 1211 | Switzerland | Europe | https://www.linkedin.com/in/antoine-montandon-2ba50b2/ | Alternative Investments, Real Estate | 2.001 | client-relations@familyoffice-intl.com | http://familyoffice-network.com/ | https://www.familyoffice-intl.com/ | Family Office International, a single family office but also an investment club. Our members use our services as a platform for their investments and can benefit from our network and expertise. Family Office selects the best banks, fund managers and investment strategies available on the market place. Our objective is to maximise the added value of the financial institutions for investors. Ultimately, our aim is to offer a high level of quality and control for our members. The Company has a multinational network and works exclusively with partners of high caliber. People we work with are skilled, informed and highly qualified professionals in various fields: bankers, lawyers, accountants, portfolio and investment managers, estate attorneys, tax accountants. | SF | ||||||
| 393 | Family Office Partners, sro | Oldrich | Myslivec | Partner | 420 602 281 690 | om@familyofficepartners.cz | bytpartner@familyofficepartners.cz | Hybernská 1034/5, Spork Palace | Prague | 110 00 1 | Czech Republic | Europe | Czech Technical University in Prague | https://www.linkedin.com/in/oldrichmyslivec/ | Funds, Endowments, Hedge Funds, Alternative Investment Funds, Private Equity, Real Estate, Due Diligence, Software, Technology, Venture Capital | info@ltqfond.cz | http://www.ltqfond.cz/ | https://www.familyofficepartners.cz/ | As a Multi Family Office, we share the experience in financial and real estate markets, direct investments and charity projects with our UHNWI partners. We also share due diligence and private transactions. Together we can implement bigger, more interesting projects. We raise family asset #wealthmanagement to a higher level corresponding to our foreign experience and global trends. Family Office Partners was founded out of our own personal need: - To appreciate and protect our own wealth. - To preserve family assets. - To unify everything under our own professional management. Family Office Partners deals with: - Strategic distribution of the long-term investment portfolio in all asset classes and regions. - Ensuring generational continuity and planning the inheritance of the wealth by successors. - Related services of top specialists in law, taxes, accounting and more. | MF | |||||
| Family Office Partners, sro | Petr | Vaclavinek | Partner | pv@familyofficepartners.cz | bytpartner@familyofficepartners.cz | Hybernská 1034/5, Spork Palace | Prague | 110 00 1 | Czech Republic | Europe | W. P. Carey School of Business – Arizona State University | https://www.linkedin.com/in/petrvaclavinek/ | Funds, Endowments, Hedge Funds, Alternative Investment Funds, Private Equity, Real Estate, Due Diligence, Software, Technology, Venture Capital | https://www.linkedin.com/company/familyofficepartners/ | https://www.familyofficepartners.cz/ | As a Multi Family Office, we share the experience in financial and real estate markets, direct investments and charity projects with our UHNWI partners. We also share due diligence and private transactions. Together we can implement bigger, more interesting projects. We raise family asset #wealthmanagement to a higher level corresponding to our foreign experience and global trends. Family Office Partners was founded out of our own personal need: - To appreciate and protect our own wealth. - To preserve family assets. - To unify everything under our own professional management. Family Office Partners deals with: - Strategic distribution of the long-term investment portfolio in all asset classes and regions. - Ensuring generational continuity and planning the inheritance of the wealth by successors. - Related services of top specialists in law, taxes, accounting and more. | MF | ||||||||
| 394 | Family Office Wimmer GmbH | Martina | Pilger | Director | Mobile: 491 605 346 711 | 49 856 198-5929 | m.pilger@mywimmer.com | Postfach 1347 | Pfarrkirchen | D-84343 | Germany | Europe | Food and non-Food Retail, Office Buildings and Commercial Real Estate | 2.005 | https://www.mywimmer.com/ | Family Office Wimmer and other associated companies are exclusive dedicated to managing the private capital resources of the Wimmer family. | SF | ||||||||
| Family Office Wimmer GmbH | Hans-Peter | Wimmer | Chief Executive Officer | Mobile: 49 171 512-1813 | 49 856 198-5929 | h.p.wimmer@mywimmer.com | Postfach 1347 | Pfarrkirchen | D-84343 | Germany | Europe | Food and non-Food Retail, Office Buildings and Commercial Real Estate | 2.005 | https://www.mywimmer.com/ | Family Office Wimmer and other associated companies are exclusive dedicated to managing the private capital resources of the Wimmer family. | SF | |||||||||
| Family Office Wimmer GmbH | Maximilian | Wimmer | Managing Director | Mobile: 49 175 323-7075 | 49 856 198-5929 | m.wimmer@mywimmer.com | Postfach 1347 | Pfarrkirchen | D-84343 | Germany | Europe | Food and non-Food Retail, Office Buildings and Commercial Real Estate | 2.005 | https://www.mywimmer.com/ | Family Office Wimmer and other associated companies are exclusive dedicated to managing the private capital resources of the Wimmer family. | SF | |||||||||
| Family Office Wimmer GmbH | Andrea | Oberbacher | Director | Office: 49 856 198 590 | 49 856 198-5929 | a.oberbacher@mywimmer.com | Postfach 1347 | Pfarrkirchen | D-84343 | Germany | Europe | Food and non-Food Retail, Office Buildings and Commercial Real Estate | 2.005 | https://www.mywimmer.com/ | Family Office Wimmer and other associated companies are exclusive dedicated to managing the private capital resources of the Wimmer family. | SF | |||||||||
| 395 | Family Offices Rotterdam | Frank | van Aalst | Partner | 31 630 489 963 | frank@familyofficesrotterdam.com | info@familyofficesrotterdam.com | Postbus 30198 | Rotterdam | 3001 DD | The Netherlands | Europe | Rotterdam University of Applied Sciences | https://www.linkedin.com/in/frank-van-aalst-83302b4/ | Real Estate, Taxation | 2.010 | https://familyofficesrotterdam.com/ | Family Offices Rotterdam helps you with your finances on an independent basis. You do not have time or knowledge for yourself, simply do not feel like it or not affinity. Help in the form of an expert you assist, a sounding board for your own ideas, or the trust person who cares and cares about everything that affects your finances. You use specialists in certain areas, such as a tax consultant, investment advisor, notary and accountant. We listen, watch and think about it. Wherever you wish, we will contact you daily with your specialist. You always decide for yourself, but know your trusted person next to you. You benefit from our years of experience and wide network in different areas. Your interest is in our interest. Our dependence is guaranteed by working for our clients based on a fixed fee based on the complexity of your financial household and your specific wishes for our support to you. | MF | Office Address: Beurs – World Trade Center Kantoor 19-51 Beursplein 37 | Rotterdam The Netherlands | |||||
| Family Offices Rotterdam | Frans | Wellens | Owner & Managing Partner | 31 653 634 352 | frans@familyofficesrotterdam.com | info@familyofficesrotterdam.com | Postbus 30198 | Rotterdam | 3001 DD | The Netherlands | Europe | Tilburg University | https://www.linkedin.com/in/frans-wellens-99a19427/ | Real Estate, Taxation | 2.010 | https://familyofficesrotterdam.com/ | Family Offices Rotterdam helps you with your finances on an independent basis. You do not have time or knowledge for yourself, simply do not feel like it or not affinity. Help in the form of an expert you assist, a sounding board for your own ideas, or the trust person who cares and cares about everything that affects your finances. You use specialists in certain areas, such as a tax consultant, investment advisor, notary and accountant. We listen, watch and think about it. Wherever you wish, we will contact you daily with your specialist. You always decide for yourself, but know your trusted person next to you. You benefit from our years of experience and wide network in different areas. Your interest is in our interest. Our dependence is guaranteed by working for our clients based on a fixed fee based on the complexity of your financial household and your specific wishes for our support to you. | MF | Office Address: Beurs – World Trade Center Kantoor 19-51 Beursplein 37 | Rotterdam The Netherlands | ||||||
| 396 | Fargo Wealth Group Limited | Jefferson | Sun | Founder & CEO | 852 2439 9745 | jefferson.sun@fargowealth.com.hk | enquiry@fargowealth.com.hk | Suite 3301-04, 33/F, Tower 5, The Gateway, Harbour City | Tsim Sha Tsui | Hong Kong | Asia | Zhejiang University | https://www.linkedin.com/in/jefferson-sun-26848a25/ | FinTech, Financial Technology, Telecom Media & Techonlogy, Renewable Energy, Real Estate, TMT, Retail, Branding, Technology, Electric-Vehicle, Eletric Cars | 2.017 | $30M | https://www.linkedin.com/company/fargowealth/ | https://fargowealth.com/ | Fargo Wealth Group is a Multi-family Office（MFO）and an External Asset Manager (EAM) serving the Ultra High Net Worth global clients based around the world. Headquartered in Hong Kong, we have offices across China and Singapore, and booking centers in New York, Liechtenstein and Zurich. We manage clients’ international assets through a network of sophisticated private banking and brokerage accounts with access to unique and exclusive investment opportunities. Our in-depth investment expertise, market experience and Trust consultancy services enable us to tailor bespoke solutions to cater to our clients’ objectives, whilst always ensuring utmost discretion. Different from the traditional offshore wealth management institutions, we at Fargo Wealth Group take serving new economy customers as our core development strategy since establishment and become an expert in this field. We establish red chip structures for new economy enterprises prior to the initial public offering (IPO) and design the pre-IPO structure for company management teams as well as early-stage investors. We have an extensive knowledge foundation for setting up Trusts for employee shareholding platform through our various service providers and share pledge financing for individual shareholders. We work closely together with clients many of whom have assets exceeding US$50 million, and our mission is to provide the best solution by seeking out bespoke investment opportunities to our clients that meet clients’ individual goals. Our services cover most parts of the offshore wealth management ecosystem with integrated supply chains. Fargo Wealth now has offices in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen, Hangzhou. In 2021, we also set up Fargo Space Limited ("Fargo Space"), located in Tsim Sha Tsui in Hong Kong, to help incubate the family offices of the future. | MF | |||||
| Fargo Wealth Group Limited | Brenda | Lee | Managing Director | 852 2439 9745 | brenda.lee@fargowealth.com.hk | enquiry@fargowealth.com.hk | Suite 3301-04, 33/F, Tower 5, The Gateway, Harbour City | Tsim Sha Tsui | Hong Kong | Asia | National University of Singapore | https://www.linkedin.com/in/brenda-lee-b543721b/ | FinTech, Financial Technology, Telecom Media & Techonlogy, Renewable Energy, Real Estate, TMT, Retail, Branding, Technology, Electric-Vehicle, Eletric Cars | 2.017 | $30M | brendaleetienpei@yahoo.com | https://www.linkedin.com/company/fargowealth/ | https://fargowealth.com/ | Fargo Wealth Group is a Multi-family Office（MFO）and an External Asset Manager (EAM) serving the Ultra High Net Worth global clients based around the world. Headquartered in Hong Kong, we have offices across China and Singapore, and booking centers in New York, Liechtenstein and Zurich. We manage clients’ international assets through a network of sophisticated private banking and brokerage accounts with access to unique and exclusive investment opportunities. Our in-depth investment expertise, market experience and Trust consultancy services enable us to tailor bespoke solutions to cater to our clients’ objectives, whilst always ensuring utmost discretion. Different from the traditional offshore wealth management institutions, we at Fargo Wealth Group take serving new economy customers as our core development strategy since establishment and become an expert in this field. We establish red chip structures for new economy enterprises prior to the initial public offering (IPO) and design the pre-IPO structure for company management teams as well as early-stage investors. We have an extensive knowledge foundation for setting up Trusts for employee shareholding platform through our various service providers and share pledge financing for individual shareholders. We work closely together with clients many of whom have assets exceeding US$50 million, and our mission is to provide the best solution by seeking out bespoke investment opportunities to our clients that meet clients’ individual goals. Our services cover most parts of the offshore wealth management ecosystem with integrated supply chains. Fargo Wealth now has offices in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen, Hangzhou. In 2021, we also set up Fargo Space Limited ("Fargo Space"), located in Tsim Sha Tsui in Hong Kong, to help incubate the family offices of the future. | MF | |||||
| Fargo Wealth Group Limited | Gordon | Wang | Business Development Manager | 852 2439 9745 | gordon.wang@fargowealth.com.hk | enquiry@fargowealth.com.hk | Suite 3301-04, 33/F, Tower 5, The Gateway, Harbour City | Tsim Sha Tsui | Hong Kong | Asia | Hong Kong Baptist University | https://www.linkedin.com/in/gordon-wang-696b74bb/ | FinTech, Financial Technology, Telecom Media & Techonlogy, Renewable Energy, Real Estate, TMT, Retail, Branding, Technology, Electric-Vehicle, Eletric Cars | 2.017 | $30M | https://www.linkedin.com/company/fargowealth/ | https://fargowealth.com/ | Fargo Wealth Group is a Multi-family Office（MFO）and an External Asset Manager (EAM) serving the Ultra High Net Worth global clients based around the world. Headquartered in Hong Kong, we have offices across China and Singapore, and booking centers in New York, Liechtenstein and Zurich. We manage clients’ international assets through a network of sophisticated private banking and brokerage accounts with access to unique and exclusive investment opportunities. Our in-depth investment expertise, market experience and Trust consultancy services enable us to tailor bespoke solutions to cater to our clients’ objectives, whilst always ensuring utmost discretion. Different from the traditional offshore wealth management institutions, we at Fargo Wealth Group take serving new economy customers as our core development strategy since establishment and become an expert in this field. We establish red chip structures for new economy enterprises prior to the initial public offering (IPO) and design the pre-IPO structure for company management teams as well as early-stage investors. We have an extensive knowledge foundation for setting up Trusts for employee shareholding platform through our various service providers and share pledge financing for individual shareholders. We work closely together with clients many of whom have assets exceeding US$50 million, and our mission is to provide the best solution by seeking out bespoke investment opportunities to our clients that meet clients’ individual goals. Our services cover most parts of the offshore wealth management ecosystem with integrated supply chains. Fargo Wealth now has offices in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen, Hangzhou. In 2021, we also set up Fargo Space Limited ("Fargo Space"), located in Tsim Sha Tsui in Hong Kong, to help incubate the family offices of the future. | MF | ||||||
| Fargo Wealth Group Limited | Julius | Zhao | Vice President of Investment | 852 2439 9745 | julius.zhao@fargowealth.com.hk | enquiry@fargowealth.com.hk | Suite 3301-04, 33/F, Tower 5, The Gateway, Harbour City | Tsim Sha Tsui | Hong Kong | Asia | Shandong University / Stanford University | https://www.linkedin.com/in/julius-zhao-4156111a3/ | FinTech, Financial Technology, Telecom Media & Techonlogy, Renewable Energy, Real Estate, TMT, Retail, Branding, Technology, Electric-Vehicle, Eletric Cars | 2.017 | $30M | zhaojinding@outlook.com | https://www.linkedin.com/company/fargowealth/ | https://fargowealth.com/ | Fargo Wealth Group is a Multi-family Office（MFO）and an External Asset Manager (EAM) serving the Ultra High Net Worth global clients based around the world. Headquartered in Hong Kong, we have offices across China and Singapore, and booking centers in New York, Liechtenstein and Zurich. We manage clients’ international assets through a network of sophisticated private banking and brokerage accounts with access to unique and exclusive investment opportunities. Our in-depth investment expertise, market experience and Trust consultancy services enable us to tailor bespoke solutions to cater to our clients’ objectives, whilst always ensuring utmost discretion. Different from the traditional offshore wealth management institutions, we at Fargo Wealth Group take serving new economy customers as our core development strategy since establishment and become an expert in this field. We establish red chip structures for new economy enterprises prior to the initial public offering (IPO) and design the pre-IPO structure for company management teams as well as early-stage investors. We have an extensive knowledge foundation for setting up Trusts for employee shareholding platform through our various service providers and share pledge financing for individual shareholders. We work closely together with clients many of whom have assets exceeding US$50 million, and our mission is to provide the best solution by seeking out bespoke investment opportunities to our clients that meet clients’ individual goals. Our services cover most parts of the offshore wealth management ecosystem with integrated supply chains. Fargo Wealth now has offices in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen, Hangzhou. In 2021, we also set up Fargo Space Limited ("Fargo Space"), located in Tsim Sha Tsui in Hong Kong, to help incubate the family offices of the future. | MF | |||||
| Fargo Wealth Group Limited | Abby | Tam | Director of Finance and Accounting | 852 2439 9745 | abby.tam@fargowealth.com.hk | enquiry@fargowealth.com.hk | Suite 3301-04, 33/F, Tower 5, The Gateway, Harbour City | Tsim Sha Tsui | Hong Kong | Asia | The Hong Kong University of Science and Technology | https://www.linkedin.com/in/abby-tam-21bb4922/ | FinTech, Financial Technology, Telecom Media & Techonlogy, Renewable Energy, Real Estate, TMT, Retail, Branding, Technology, Electric-Vehicle, Eletric Cars | 2.017 | $30M | https://www.linkedin.com/company/fargowealth/ | https://fargowealth.com/ | Fargo Wealth Group is a Multi-family Office（MFO）and an External Asset Manager (EAM) serving the Ultra High Net Worth global clients based around the world. Headquartered in Hong Kong, we have offices across China and Singapore, and booking centers in New York, Liechtenstein and Zurich. We manage clients’ international assets through a network of sophisticated private banking and brokerage accounts with access to unique and exclusive investment opportunities. Our in-depth investment expertise, market experience and Trust consultancy services enable us to tailor bespoke solutions to cater to our clients’ objectives, whilst always ensuring utmost discretion. Different from the traditional offshore wealth management institutions, we at Fargo Wealth Group take serving new economy customers as our core development strategy since establishment and become an expert in this field. We establish red chip structures for new economy enterprises prior to the initial public offering (IPO) and design the pre-IPO structure for company management teams as well as early-stage investors. We have an extensive knowledge foundation for setting up Trusts for employee shareholding platform through our various service providers and share pledge financing for individual shareholders. We work closely together with clients many of whom have assets exceeding US$50 million, and our mission is to provide the best solution by seeking out bespoke investment opportunities to our clients that meet clients’ individual goals. Our services cover most parts of the offshore wealth management ecosystem with integrated supply chains. Fargo Wealth now has offices in Hong Kong, Singapore, Beijing, Shanghai, Shenzhen, Hangzhou. In 2021, we also set up Fargo Space Limited ("Fargo Space"), located in Tsim Sha Tsui in Hong Kong, to help incubate the family offices of the future. | MF | ||||||
| 397 | Farlap Capital Ltd | Karan | Chadha | Founder & Managing Partner | 44 203 773-9671 | 44 203 773-9671 | karan@farlapcapital.com | 21-22 Grosvenor Street | London | W1K 4QJ | United Kingdom | Europe | https://www.linkedin.com/in/karan-singh-chadha-38022/ | Private Equity, Real Estate, Alternative Investments | 2.015 | £328.5K | http://www.farlapcapital.com/ | Farlap Capital serves as a principal investment arm for select family offices, private banks and hedge funds who benefit from Farlap Capital's proprietary deal flow and structuring capability. Our mandates involve sourcing, structuring and executing transactions across various geographies and asset classes, including: direct lending, mezzanine and distressed credit, special situations, private equity and structured finance. Farlap Capital’s shareholders include leading family offices, private banks and hedge funds. | MF | ||||||
| 398 | Faro Capital | Guilherme | Ziotti | Partner | 55 (16) 3602-9900 | guilherme.ziotti@farocapital.com.br | contato@farocapital.com.br | R. José Sapienza, 340 - Jardim Sao Luiz | Ribeirao Preto | SP | 14020-450 | Brazil | South America | Agricultural, Coffee Cultivation, Orange, Agribusiness, Real Estate, Chemical | 1.912 | http://www.farocapital.com.br/en/ | Faro Capital is a family investment office of national capital. The family started their agricultural activities in Brazil in 1912, with the cultivation of coffee. In the 1950s, the cultivation of orange begins, and becomes the main agricultural activity at FARO Capital. Currently, besides Agribusiness, the company operates in the Real Estate, Chemical and Investments sectors. The company aims to be the best investor and most efficient business managers in the areas where we operate, contributing to build in Brazil a business culture of high efficiency and performance. | SF | |||||||
| Faro Capital | Bosco | Scannapieco Della Coletta | Managing Partner | 55 (11) 4550-1391 | bosco@farocapital.com.br | contato@farocapital.com.br | Avenida Brigadeiro Faria Lima, 2601, Conj. 41 - Jardim Paulistano | Sao Paulo | SP | 01452-000 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/bosco-della-coletta-30bb26111/ | Agricultural, Coffee Cultivation, Orange, Agribusiness, Real Estate, Chemical | 1.912 | http://www.farocapital.com.br/en/ | Faro Capital is a family investment office of national capital. The family started their agricultural activities in Brazil in 1912, with the cultivation of coffee. In the 1950s, the cultivation of orange begins, and becomes the main agricultural activity at FARO Capital. Currently, besides Agribusiness, the company operates in the Real Estate, Chemical and Investments sectors. The company aims to be the best investor and most efficient business managers in the areas where we operate, contributing to build in Brazil a business culture of high efficiency and performance. | SF | ||||||
| 399 | FASTRADA. Family Office GmbH | Lars | Hagedorn | Managing Director | 49 240 528-9040 | 49 2405 289-0430 | lars.hagedorn@fastrada.com | office@fastrada.com | Fastradaallee 1 | Würselen | 52146 | Germany | Europe | Harvard Business School | https://www.linkedin.com/in/lars-h-44bb092b/ | Business Services, Construction, Industrial Equipment, Professional Information Services, Electronic Equipment, Home Furnishing, Telecommunication Services, Finance, Medical Equipment, Fish Farming, Freight & Logistics, Healthcare Facilities, Industrial Goods, Shipping, Media | 1.990 | http://www.fastrada.com/ | FASTRADA Family Office is a wealth-managing single family office that is characterized by proven entrepreneurial thinking and a high degree of transaction orientation. The corporate structure and organizational form of the FASTRADA Family Office are precisely tailored to the needs and investment interests of the family. A sense of responsibility, loyalty and active commitment characterize our services, which create growth and added value. The target investments focus on stocks, bonds, derivatives, foreign exchange, raw materials, real estate and direct and indirect company investments. FASTRADA Family Office works nationally and internationally with experienced, successful and trustworthy partners who have proven themselves professionally and personally. | SF | |||||
| 400 | Fautores Family Offices | Michael | Chindamo | Founder | (407) 492-5016 | mlchindamo@fautores.com | P.O. Box 2817 | Ormond Beach | FL | 32176 | United States of America | North America | University of Nevada-Las Vegas | https://www.linkedin.com/in/michaellchindamo/ | Finance, Industrial Organizational Assessment Capabilities, Clinical Psychology, Licensed Family Therapist, HR, Tax and CFO Support, Fiduciary Level Advisers, Qualified Plan Expertise, Private Banking & Trust Platform and Custody, Hotel, Hospitality | 2.004 | https://www.linkedin.com/company/fautores-family-offices/ | Fautores family Offices...from individuals to generations(TM) is a multi-family office specializing in wealth management, family business succession planning and trust services. | MF | ||||||
| 401 | Feiner Enterprises, Inc. | David | Feiner | Executive Vice President | david@highlinepg.com | 7400 East Crestline Circle, Suite 250 | Greenwood Village | CO | 80111 | United States of America | North America | University of Wisconsin-Madison | https://www.linkedin.com/in/david-feiner-49333523/ | Real Estate | 2.017 | info@highlinepg.com | https://www.highlinepg.com/about | Feiner Enterprises is a private family office based in Denver, CO with an extensive focus in the real estate industry. Concentrations include direct investment, development, and mortgage finance opportunities. FEI Holdings is the acquisition and investment arm of Feiner Enterprises. | SF | ||||||
| Feiner Enterprises, Inc. | Daniel | Feiner | President | daniel@highlinepg.com | 7400 East Crestline Circle, Suite 250 | Greenwood Village | CO | 80111 | United States of America | North America | UCLA | https://www.linkedin.com/in/daniel-feiner-35a0a66/ | Real Estate | 2.017 | info@highlinepg.com | https://www.highlinepg.com/about | Feiner Enterprises is a private family office based in Denver, CO with an extensive focus in the real estate industry. Concentrations include direct investment, development, and mortgage finance opportunities. FEI Holdings is the acquisition and investment arm of Feiner Enterprises. | SF | |||||||
| 402 | Feri Family Trust GmbH | Andreas | Rothenaichner | Head of Family Office | 49 61 72 916 3169 | 49 61 72 916 1186 | andreas.rothenaichner@feri.de | info@feri.de | Haus am Park, Rathausplatz 8-10 | Bad Homburg | 61348 | Germany | Europe | Hochschule für Finanzwirtschaft & Management | https://www.linkedin.com/in/andreas-rothenaichner-cfa-90716b112/ | Real Estate, M&A, Private Equity, Hedge Funds | 2.006 | €51.4B | https://www.linkedin.com/in/friederike-schweighöfer-37a02b192/ | https://www.feri.de/ | Feri Family Trust offers multi family office services to 300 family wealth funds and 200 institutional clients, company based in Hesse, Germany. | MF | |||
| 403 | Ferro Capital (Vatera Holdings LLC) | Anna | Lee Kim | General Counsel and Chief Compliance Officer | (212) 308-7500 | (212) 308-3299 | akim@ferrocapital.com | info@ferrocapital.com | 499 Park Avenue, 23rd Floor | New York | NY | 10022 | United States of America | North America | Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments | 2.007 | $1.15B | http://www.ferrocapital.com/ | http://vaterahealthcare.com/ | Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. | MF | ||||
| Ferro Capital (Vatera Holdings LLC) | Christopher | Burden | Chief Operating Officer | (212) 308-7500 | (212) 308-3299 | cburden@ferrocapital.com | info@ferrocapital.com | 499 Park Avenue, 23rd Floor | New York | NY | 10022 | United States of America | North America | Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments | 2.007 | $1.15B | http://www.ferrocapital.com/ | http://vaterahealthcare.com/ | Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. | MF | |||||
| Ferro Capital (Vatera Holdings LLC) | Kevin Thomas | Ferro | Chief Executive Officer and Chief Investment Officer | (212) 308-7500 | (212) 308-3299 | kferro@ferrocapital.com | info@ferrocapital.com | 499 Park Avenue, 23rd Floor | New York | NY | 10022 | United States of America | North America | Harvard University | https://www.linkedin.com/in/kevin-ferro/ | Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments | 2.007 | $1.15B | http://www.ferrocapital.com/ | http://vaterahealthcare.com/ | Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. | MF | |||
| Ferro Capital (Vatera Holdings LLC) | William Michael | Allen | Chief Financial Officer | (212) 308-7500 | (212) 308-3299 | mallen@ferrocapital.com | info@ferrocapital.com | 499 Park Avenue, 23rd Floor | New York | NY | 10022 | United States of America | North America | Equities, Fixed-Income, Commodities and Real Estate, and Alternative Investment Strategies, Direct Healthcare Venture Capital and Private Equity Investments | 2.007 | $1.15B | http://www.ferrocapital.com/ | http://vaterahealthcare.com/ | Vatera Holdings, a New York City-based family office advisor, has the flexibility to invest opportunistically in traditional sectors, such as equities, fixed-income, commodities and real estate, and alternative investment strategies. The firm also has a dedicated team, Vatera Healthcare Partners, which focuses on direct healthcare venture capital and private equity investments with the goal of developing best-in-class therapies to treat unmet medical needs and improve patients’ lives. | MF | |||||
| 404 | FFC Capital Corporation | John | Alexander | Regional Controller | (412) 444-3500 | (412) 697-0871 | jalexander@ffccapital.net | One PPG Place, Suite 1670 | Pittsburgh | PA | 15222 | United States of America | North America | University of Cincinnati Carl H. Lindner College of Business | https://www.linkedin.com/in/john-alexander-502644a/ | Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate | 1.998 | https://www.ffccapital.net/ | FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. | SF | |||||
| FFC Capital Corporation | Fred | Branovan | President & Chief Operating Officer | (412) 444-3500 | (412) 697-0871 | fbranovan@ffccapital.net | One PPG Place, Suite 1670 | Pittsburgh | PA | 15222 | United States of America | North America | Nova Southeastern University | https://www.linkedin.com/in/fred-branovan-9a996210/ | Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate | 1.998 | fredb@ffccapital.net | https://www.linkedin.com/in/fred-branovan-99420720/ | https://www.ffccapital.net/ | FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. | SF | ||||
| FFC Capital Corporation | Tom | LaVelle | Executive Vice President & Chief Financial Officer | (412) 444-3500 | (412) 697-0871 | tlavelle@ffccapital.net | One PPG Place, Suite 1670 | Pittsburgh | PA | 15222 | United States of America | North America | Carnegie Mellon University | https://www.linkedin.com/in/tom-lavelle-5b308513/ | Marketable Securities, Bonds, Stocks, Private Equities, Derivatives, Hedge Funds, Venture Capital Funds, Real Estate | 1.998 | https://www.ffccapital.net/ | FFC Capital Corporation is a privately held family office specializing in investment management across various asset classes to include marketable securities, bonds, stocks, private equities, derivatives, hedge funds, venture capital funds and direct ownership of real estate investments. | SF | ||||||
| 405 | Fidelis Partners Ltd. | Eran | Goren | Co-Founder | Direct: 972 9 788 1070 | 972 9 951 5644 | eran.goren@fidelispartners.co.il | reception@fidelispartners.co.il | Sea View Building A, 2 HaMenofim St., P.O. Box 2159 | Herzliya Pituach | 4612003 | Israel | Asia | https://www.linkedin.com/in/erangoren/ | Real Estate, Alternative Investments | 2.010 | https://www.linkedin.com/company/fidelis-family-office/ | https://fidelispartners.co.il/ | Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. | MF | |||||
| Fidelis Partners Ltd. | Ronit | Moher | Office Manager | Direct: 972 9 788 1069 | 972 9 951 5644 | ronit.moher@fidelispartners.co.il | reception@fidelispartners.co.il | Sea View Building A, 2 HaMenofim St., P.O. Box 2159 | Herzliya Pituach | 4612003 | Israel | Asia | https://www.linkedin.com/in/ronit-moher-73422b21/ | Real Estate, Alternative Investments | 2.010 | https://www.linkedin.com/company/fidelis-family-office/ | https://fidelispartners.co.il/ | Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. | MF | ||||||
| Fidelis Partners Ltd. | Dror | Nahmias | Senior Client Advisor | 972 9 788 1070 | 972 9 951 5644 | dror.nahmias@fidelispartners.co.il | reception@fidelispartners.co.il | Sea View Building A, 2 HaMenofim St., P.O. Box 2159 | Herzliya Pituach | 4612003 | Israel | Asia | University of Haifa | https://www.linkedin.com/in/dror-nahmias-85131025/ | Real Estate, Alternative Investments | 2.010 | https://www.linkedin.com/company/fidelis-family-office/ | https://fidelispartners.co.il/ | Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. | MF | |||||
| Fidelis Partners Ltd. | Gad | Haker | Co-Founder | Direct: 972 54 539 3304 | 972 9 951 5644 | gad.haker@fidelispartners.co.il | reception@fidelispartners.co.il | Sea View Building A, 2 HaMenofim St., P.O. Box 2159 | Herzliya Pituach | 4612003 | Israel | Asia | The Wharton School | https://www.linkedin.com/in/gad-haker-847187/ | Real Estate, Alternative Investments | 2.010 | https://www.linkedin.com/company/fidelis-family-office/ | https://fidelispartners.co.il/ | Fidelis is a multi-client Family Office providing world-class services to meet the investment needs of its wealthy clients: financial planning, strategic asset allocation, global manager selection, consolidated reporting, and on-going monitoring of portfolios. Our goal is to ensure that our client's wealth grows its buying power for generations to come. Our investment philosophy is therefore long-term and conservative. | MF | |||||
| 406 | Fidinam MFO S.A.M | Massimo | Pedrazzini | Deputy Chairman | Office: 377 93 106 140, Direct: 41 919 731 731 | Office: 377 93 506 232, Direct: 41 919 211 576 | massimo.pedrazzini@fidinam.ch | info@fidinam-monaco.com | Villa l‘Union, 27, boulevard des Moulins | Monte Carlo | 98000 | Monaco | Europe | University of Geneva | https://www.linkedin.com/in/massimo-pedrazzini-44461512/ | Real Estate, Alternative Investments | 1.995 | p.belloc@fidinam-monaco.com | http://www.mgpadvisors.ch/ https://sterlingstrategicvalue.com/ | https://www.fidinam.com/en/multi-family-office | Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges. Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. | MF | |||
| Fidinam MFO S.A.M | Roberto | Grassi | Managing Director | 377 93 106 140 | 377 93 506 232 | roberto.grassi@fidinam.ch | info@fidinam-monaco.com | Villa l‘Union, 27, boulevard des Moulins | Monte Carlo | 98000 | Monaco | Europe | https://www.linkedin.com/in/roberto-grassi-7184b529/ | Real Estate, Alternative Investments | 1.995 | https://www.linkedin.com/company/fidinam-group-holding/ | https://www.fidinam.com/en/montecarlo | Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges. Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. | MF | ||||||
| Fidinam MFO S.A.M | Fabien | Tardito | Administrative & Financial Director | Direct: 377 9310 6146 | 377 93 506 232 | f.tardito@fidinam-monaco.com | info@fidinam-monaco.com | Villa l‘Union, 27, boulevard des Moulins | Monte Carlo | 98000 | Monaco | Europe | https://www.linkedin.com/in/fabien-tardito-78307273/ | Real Estate, Alternative Investments | 1.995 | https://www.linkedin.com/company/fidinam-group-holding/ | https://www.fidinam.com/en/montecarlo | Our presence in Monaco dates back to 1995. Since then we have been providing family office services and constantly perfected our know-how to achieve the highest standards of customer service. Relationships with our clients are built over the long-term, on a foundation of mutual trust and values. Listening to client’s needs, constant communication and confidentiality are core to Fidinam Multi Family Office’s business. Close relationship allows us to anticipate our clients’ needs and help them prepare future developments and challenges. Backed by an international Group with nearly 60 years of operating experience, Fidinam MFO is able to keep pace with the latest evolutions. Our team members have diverse backgrounds and skill and combine local knowledge with international connections and experience. | MF | ||||||
| 407 | Fiduciam Partners | Paul | Hwang | Manager | (310) 953-9850 | (888) 349-6478 | info@fiduciampartners.com | 4733 Torrance Blvd., Suite 329 | Torrance | CA | 90503 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/paul-hwang-711718/ | Fixed-Income, Real Estate, Alternative Investments | 2.016 | info@thefilogroup.com | https://www.linkedin.com/company/fiduciam-partners/ | http://www.fiduciampartners.com/ | Fiduciam Partners is a family office focused on fixed-income, real estate, and alternative assets. | SF | |||
| Fiduciam Partners | James | Kang | Business Analyst | (310) 953-9850 | (888) 349-6478 | info@fiduciampartners.com | 4733 Torrance Blvd., Suite 329 | Torrance | CA | 90503 | United States of America | North America | https://www.linkedin.com/in/james-kang-223812132/ | Fixed-Income, Real Estate, Alternative Investments | 2.016 | https://www.linkedin.com/company/fiduciam-partners/ | http://www.fiduciampartners.com/ | Fiduciam Partners is a family office focused on fixed-income, real estate, and alternative assets. | SF | ||||||
| 408 | Fiduciary Counselling, Inc. | Julie | McKinley | CEO & President | (651) 228-0935 | (651) 228-0776 | mjm@fidcouns.com | fci@fidcouns.com | 2000 Wells Fargo Place, 30 East 7th Street | St. Paul | MN | 55101-4930 | United States of America | North America | Saint Mary's College | https://www.linkedin.com/in/m-julie-mckinley-73405512/ | Private Equity, Venture Capital, Real Estate and Hedge Funds. | 1.941 | $5B | https://www.fidcouns.com/ | Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. | SF | |||
| Fiduciary Counselling, Inc. | Christian | Nielsen | Senior Investment Analyst | (651) 228-0935 | (651) 228-0776 | christian.nielsen@fidcouns.com | fci@fidcouns.com | 2000 Wells Fargo Place, 30 East 7th Street | St. Paul | MN | 55101-4930 | United States of America | North America | North Dakota State University / Harvard Business School | https://www.linkedin.com/in/christian-nielsen-cfa-918a1912/ | Private Equity, Venture Capital, Real Estate and Hedge Funds. | 1.941 | $5B | https://www.fidcouns.com/ | Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. | SF | ||||
| Fiduciary Counselling, Inc. | Andrew | Lang | Senior Investment Analyst | (651) 228-0935 | (651) 228-0776 | ael@fidcouns.com | fci@fidcouns.com | 2000 Wells Fargo Place, 30 East 7th Street | St. Paul | MN | 55101-4930 | United States of America | North America | Saint John's University | https://www.linkedin.com/in/andrewelang/ | Private Equity, Venture Capital, Real Estate and Hedge Funds. | 1.941 | $5B | andy.lang@fidcouns.com | https://www.fidcouns.com/ | Fiduciary Counselling Inc, the single family office for the Weyerhaeuser family. | SF | |||
| 409 | Fifth Avenue Family Office ® | Gary | Price | Partner | (239) 262-6300 | gary@fifthavenuefamily.com | info@fifthavenuefamily.com | 3003 Tamiami Trail N, 410 | Naples | FL | 34103 | United States of America | North America | The Ohio State Univeristy | https://www.linkedin.com/in/gary-price-6b58119/ | Real Estate, Private Equity, Venture Capital | 2.006 | https://www.linkedin.com/company/fifthavenuefamily/ | https://www.fifthavenuefamily.com/ | Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting. Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners. | MF | ||||
| Fifth Avenue Family Office ® | Timothy | Cartwright | Partner | (239) 262-6300 | tim@fifthavenuefamily.com | info@fifthavenuefamily.com | 3003 Tamiami Trail N, 410 | Naples | FL | 34103 | United States of America | North America | University of Wisconsin-Madison / Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/timothycartwright/ | Real Estate, Private Equity, Venture Capital | 2.006 | https://www.linkedin.com/company/fifthavenuefamily/ | https://www.fifthavenuefamily.com/ | Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting. Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners. | MF | |||||
| Fifth Avenue Family Office ® | Craig | Lyon | Partner | (239) 262-6300 | craig@fifthavenuefamily.com | info@fifthavenuefamily.com | 3003 Tamiami Trail N, 410 | Naples | FL | 34103 | United States of America | North America | Miami University | https://www.linkedin.com/in/craig-lyon-4b358b82/ | Real Estate, Private Equity, Venture Capital | 2.006 | https://www.linkedin.com/company/fifthavenuefamily/ | https://www.fifthavenuefamily.com/ | Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting. Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners. | MF | |||||
| Fifth Avenue Family Office ® | Kyle | Shoemaker | Portfolio Manager | (239) 262-6300 | kyle@fifthavenuefamily.com | info@fifthavenuefamily.com | 3003 Tamiami Trail N, 410 | Naples | FL | 34103 | United States of America | North America | Elon University - Martha and Spencer Love School of Business | https://www.linkedin.com/in/kylejshoemaker/ | Real Estate, Private Equity, Venture Capital | 2.006 | https://www.linkedin.com/company/fifthavenuefamily/ | https://www.fifthavenuefamily.com/ | Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting. Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners. | MF | |||||
| Fifth Avenue Family Office ® | Heather | Matjasic | Fund Administrator | (239) 262-6300 | heather@tamiamiangels.com | info@fifthavenuefamily.com | 3003 Tamiami Trail N, 410 | Naples | FL | 34103 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/heathermatjasic/ | Real Estate, Private Equity, Venture Capital | 2.006 | https://www.linkedin.com/company/fifthavenuefamily/ | https://www.fifthavenuefamily.com/ | Founded on integrity and innovation, Fifth Avenue Family Office assists high-net-worth families with the complexities of their financial and personal lives. We address financial fitness, core values, governance and legacy planning in a highly collaborative and confidential setting. Our relationships with client families begin with a comprehensive review of financial assets and human resources. Families are served directly by our senior management team who coordinates tailored solutions internally and with expert partners. | MF | |||||
| 410 | FigTree Financial Group | Samantha | Greenidge | Director-Legal, Regulatory & Compliance | (246) 537-7800 | samantha.greenidge@figtreegroup.com | Top Floor, FigTree Place, Wildey Road | St. Michael | Barbados | North America | The University of the West Indies Cave Hill Campus | https://www.linkedin.com/in/samanthagreenidge/ | Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate | 2.006 | https://www.linkedin.com/company/fig-tree-financial-group/ | https://figtreegroup.com/ | FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. | MF | |||||||
| FigTree Financial Group | Christopher | Gregory | Co-Founder & Partner | Direct: (246) 537-7802 | christopher.gregory@figtreegroup.net | Top Floor, FigTree Place, Wildey Road | St. Michael | Barbados | North America | Western University | https://www.linkedin.com/in/christopher-gregory-caia-876b3818/ | Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate | 2.006 | christopher.gregory@figtreegroup.com | https://www.linkedin.com/company/fig-tree-financial-group/ | https://figtreegroup.com/ | FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. | MF | |||||||
| FigTree Financial Group | Daniel | Farmer | Founder & CEO | Direct: (246) 537-7888 | daniel.farmer@figtreegroup.net | Top Floor, FigTree Place, Wildey Road | St. Michael | Barbados | North America | University of Central Florida | https://www.linkedin.com/in/farmerdaniel/ | Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate | 2.006 | daniel.farmer@figtreegroup.com | https://www.linkedin.com/company/fig-tree-financial-group/ | https://figtreegroup.com/ | FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. | MF | |||||||
| FigTree Financial Group | Charles | King | Chief Investment Officer | (246) 537-7800 | charles.king@figtreegroup.net | Top Floor, FigTree Place, Wildey Road | St. Michael | Barbados | North America | The University of the West Indies Cave Hill Campus | https://www.linkedin.com/in/clmking/ | Banking, Hedge Funds, Strategic Planning, Private Equity, Alternative Investments, Real Estate | 2.006 | charles.king@figtreegroup.com | https://www.linkedin.com/company/fig-tree-financial-group/ | https://figtreegroup.com/ | FigTree Financial, a Barbados and Trinidad based multi-family office firm. At FigTree Financial, family is at the heart of everything we do, and we never forget that. After all, our mission is to protect, manage and grow our clients’ wealth – now and for generations to come. | MF | |||||||
| 411 | Fil Bros. Family Office GmbH & Co. KG | Jürgen | Popp | Managing Director | Direct: 43 676 336-8849 | jpopp@fil-bros.com | info@fil-bros.com | Zwickerleiten 4 | Kitzbühel | 6370 | Austria | Europe | University of Mannheim | https://www.linkedin.com/in/jürgen-popp-56325038/ | Venture Capital, Real Estate, Private Equity, Venture Funds, Shareholdings | 2.021 | jpopp@capani-capital.at | https://capani.at/ | https://www.fil-bros.com/ | FIL Bros. is the family office of the Tom Schröder family based in Austria and manages/invests the family assets through various subsidiaries in the following sectors. Tom Schroeder was born in 1974 and has 4 sons with his wife. He founded his first company in 1999 while studying business administration in Cologne. Numerous start-ups, acquisitions and sales of companies followed until mid-2021, when he withdrew from the day-to-day operations of the Wishcard Group after his founding partner and he had previously sold a majority stake to a private equity fund of Oakley Capital. From this point onwards, Tom became a pure investor and the FIL Bros. family office was founded. The focus here is on entrepreneurial investments such as in CdM Cantiere delle Marche or supporting the founders of Aerofoils GmbH (a spin-off from Audi AG) together with Audi and the project development of luxury real estate on Mallorca. In addition to many successes, there was a major setback in 2012 with the insolvency of solarhybrid AG, which was listed in the General Standard of the German Stock Exchange. Through professional reorientation and the founding of Wishcard Technologies Group GmbH in 2014, this failure was turned into the greatest success to date. | SF | ||||
| Fil Bros. Family Office GmbH & Co. KG | Tom | Schröder | Founder & Shareholder | 49 171 216-7964 | tom@fil-bros.com | info@fil-bros.com | Zwickerleiten 4 | Kitzbühel | 6370 | Austria | Europe | Venture Capital, Real Estate, Private Equity, Venture Funds, Shareholdings | 2.021 | tschroder@fil-bros.com | https://www.fil-bros.com/ | FIL Bros. is the family office of the Tom Schröder family based in Austria and manages/invests the family assets through various subsidiaries in the following sectors. Tom Schroeder was born in 1974 and has 4 sons with his wife. He founded his first company in 1999 while studying business administration in Cologne. Numerous start-ups, acquisitions and sales of companies followed until mid-2021, when he withdrew from the day-to-day operations of the Wishcard Group after his founding partner and he had previously sold a majority stake to a private equity fund of Oakley Capital. From this point onwards, Tom became a pure investor and the FIL Bros. family office was founded. The focus here is on entrepreneurial investments such as in CdM Cantiere delle Marche or supporting the founders of Aerofoils GmbH (a spin-off from Audi AG) together with Audi and the project development of luxury real estate on Mallorca. In addition to many successes, there was a major setback in 2012 with the insolvency of solarhybrid AG, which was listed in the General Standard of the German Stock Exchange. Through professional reorientation and the founding of Wishcard Technologies Group GmbH in 2014, this failure was turned into the greatest success to date. | SF | ||||||||
| Fil Bros. Family Office GmbH & Co. KG | Wilhelm | Grauer | Chief Financial Officer | 49 171 216-7964 | wgrauer@fil-bros.com | info@fil-bros.com | Zwickerleiten 4 | Kitzbühel | 6370 | Austria | Europe | https://www.linkedin.com/in/wilhelm-grauer3b7884232/ | Venture Capital, Real Estate, Private Equity, Venture Funds, Shareholdings | 2.021 | wilhelm@fil-bros.com | https://www.fil-bros.com/ | FIL Bros. is the family office of the Tom Schröder family based in Austria and manages/invests the family assets through various subsidiaries in the following sectors. Tom Schroeder was born in 1974 and has 4 sons with his wife. He founded his first company in 1999 while studying business administration in Cologne. Numerous start-ups, acquisitions and sales of companies followed until mid-2021, when he withdrew from the day-to-day operations of the Wishcard Group after his founding partner and he had previously sold a majority stake to a private equity fund of Oakley Capital. From this point onwards, Tom became a pure investor and the FIL Bros. family office was founded. The focus here is on entrepreneurial investments such as in CdM Cantiere delle Marche or supporting the founders of Aerofoils GmbH (a spin-off from Audi AG) together with Audi and the project development of luxury real estate on Mallorca. In addition to many successes, there was a major setback in 2012 with the insolvency of solarhybrid AG, which was listed in the General Standard of the German Stock Exchange. Through professional reorientation and the founding of Wishcard Technologies Group GmbH in 2014, this failure was turned into the greatest success to date. | SF | |||||||
| 412 | Finad AG Family Office | Akos | Sarandi | Partner | 41 442 097 000 | 41 442 097 011 | akos.sarandi@finad.com | zurich@finad.com | Talstrasse 58 | Zurich | CH-8001 | Switzerland | Europe | https://www.linkedin.com/in/akossarandiceohungarycee/ | Multi Family Office, Asset Management, Asset Structuring, Succession Planning, Consolidation & Reporting, Real Estate, Private Equity, M&A Consulting, Trusts & Foundations, Impact Investing, Socially Responsible Investing, Project Management | 1.971 | https://www.linkedin.com/company/finad/ | https://finad.com/ | FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg. We assist our clients with the intelligent management of assets – across generations. There are values that cannot be calculated. And yet they arise only from the sum of a perfect whole. These values include our convictions, with which we have assisted our clients and managed their assets since our establishment in 1976, even through critical phases. The foremost principle of what we do is the freedom to concentrate entirely on the interests and true needs of our clients. This independence is not just an indispensable obligation, but a special privilege. For as individual as our clients are, it is also exciting to address their needs precisely. Not patent remedies, but rather individual solutions provide the allure of our work. | MF | |||||
| Finad AG Family Office | Dr. Clemens | Gregor | Managing Partner | 41 442 097 000 | 41 442 097 011 | clemens.gregor@finad.com | zurich@finad.com | Talstrasse 58 | Zurich | CH-8001 | Switzerland | Europe | University of Vienna | https://www.linkedin.com/in/dr-clemens-gregor-a7939b14/ | Multi Family Office, Asset Management, Asset Structuring, Succession Planning, Consolidation & Reporting, Real Estate, Private Equity, M&A Consulting, Trusts & Foundations, Impact Investing, Socially Responsible Investing, Project Management | 1.971 | https://www.linkedin.com/company/finad/ | https://finad.com/ | FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg. We assist our clients with the intelligent management of assets – across generations. There are values that cannot be calculated. And yet they arise only from the sum of a perfect whole. These values include our convictions, with which we have assisted our clients and managed their assets since our establishment in 1976, even through critical phases. The foremost principle of what we do is the freedom to concentrate entirely on the interests and true needs of our clients. This independence is not just an indispensable obligation, but a special privilege. For as individual as our clients are, it is also exciting to address their needs precisely. Not patent remedies, but rather individual solutions provide the allure of our work. | MF | |||||
| Finad AG Family Office | Martin | Enz | Partner | 41 442 097 000 | 41 442 097 011 | martin.enz@finad.com | zurich@finad.com | Talstrasse 58 | Zurich | CH-8001 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/martin-enz-98897424/ | Multi Family Office, Asset Management, Asset Structuring, Succession Planning, Consolidation & Reporting, Real Estate, Private Equity, M&A Consulting, Trusts & Foundations, Impact Investing, Socially Responsible Investing, Project Management | 1.971 | https://www.linkedin.com/company/finad/ | https://finad.com/ | FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg. We assist our clients with the intelligent management of assets – across generations. There are values that cannot be calculated. And yet they arise only from the sum of a perfect whole. These values include our convictions, with which we have assisted our clients and managed their assets since our establishment in 1976, even through critical phases. The foremost principle of what we do is the freedom to concentrate entirely on the interests and true needs of our clients. This independence is not just an indispensable obligation, but a special privilege. For as individual as our clients are, it is also exciting to address their needs precisely. Not patent remedies, but rather individual solutions provide the allure of our work. | MF | |||||
| Finad AG Family Office | Frank | Michaelis | Managing Partner | 49 403 600 3930 | 49 403 600 3939 | frank.michaelis@finad.com | hamburg@finad.com | Schauenburgerstrasse 61 | Hamburg | DE-20095 | Germany | Europe | University of Hamburg | https://www.linkedin.com/in/frank-michaelis-34119352/ | Multi Family Office, Asset Management, Asset Structuring, Succession Planning, Consolidation & Reporting, Real Estate, Private Equity, M&A Consulting, Trusts & Foundations, Impact Investing, Socially Responsible Investing, Project Management | 1.971 | https://www.linkedin.com/company/finad/ | https://finad.com/ | FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg. We assist our clients with the intelligent management of assets – across generations. There are values that cannot be calculated. And yet they arise only from the sum of a perfect whole. These values include our convictions, with which we have assisted our clients and managed their assets since our establishment in 1976, even through critical phases. The foremost principle of what we do is the freedom to concentrate entirely on the interests and true needs of our clients. This independence is not just an indispensable obligation, but a special privilege. For as individual as our clients are, it is also exciting to address their needs precisely. Not patent remedies, but rather individual solutions provide the allure of our work. | MF | |||||
| Finad AG Family Office | Ullrich | Fischer | Deputy Chief Investment Officer | 49 403 600 3930 | 49 403 600 3939 | ullrich.fischer@finad.com | hamburg@finad.com | Schauenburgerstrasse 61 | Hamburg | DE-20095 | Germany | Europe | WU (Vienna University of Economics and Business) | https://www.linkedin.com/in/ullrich-fischer-cfa-3352a5128/ | Multi Family Office, Asset Management, Asset Structuring, Succession Planning, Consolidation & Reporting, Real Estate, Private Equity, M&A Consulting, Trusts & Foundations, Impact Investing, Socially Responsible Investing, Project Management | 1.971 | office@convo-coworking.at | https://www.convo-coworking.at/ | https://finad.com/ | FINAD is a Multi-Family-Office with offices in Zurich, Vienna and Hamburg. We assist our clients with the intelligent management of assets – across generations. There are values that cannot be calculated. And yet they arise only from the sum of a perfect whole. These values include our convictions, with which we have assisted our clients and managed their assets since our establishment in 1976, even through critical phases. The foremost principle of what we do is the freedom to concentrate entirely on the interests and true needs of our clients. This independence is not just an indispensable obligation, but a special privilege. For as individual as our clients are, it is also exciting to address their needs precisely. Not patent remedies, but rather individual solutions provide the allure of our work. | MF | ||||
| 413 | Finance Private Group | António | Campinos | President | 351 21 881 81 00 | 351 21 886 98 59 | servico.publico@inpi.pt | info@financeprivategroup.com | Campo das Cebolas | Lisbon | 1149-035 | Portugal | Europe | University of Montpellier | https://www.linkedin.com/in/antonio-campinos-8a2b3a2/ | Real Estate, Eco Businesses, Private Aviation, Banking | 2.015 | http://www.hipo.gov.hu/English/RC/Campinos_A_ppt.pdf http://www.financeprivategroup.com/TITULOFPG.pdf | https://financeprivategroup.com/ | FinancePrivateGroup is a single family office. | SF | ||||
| 414 | Financière Dioclès Family Office | Didier | Bonneville | Co-Founder, Associated | 33 183 435 004 | 33 183 435 025 | immobilier@financiere-diocles.com | contact@financiere-diocles.com | 31 rue Victor Massé | Paris | 75009 | France | Europe | Private Equity Funds, Business Angels, Mergers and Acquisitions of Companies, Real Estate | https://financiere-diocles.com/ | Financière Dioclès, a Paris, France-based Multi Family Office provider investing in real estate. | MF | ||||||||
| Financière Dioclès Family Office | Romarin | Billong | Founder & CEO | 33 183 435 004 | 33 183 435 025 | romarin.billong@financiere-diocles.com | contact@financiere-diocles.com | 31 rue Victor Massé | Paris | 75009 | France | Europe | Université Lumière Lyon 2 | https://www.linkedin.com/in/romarin-billong-a195971/ | Private Equity Funds, Business Angels, Mergers and Acquisitions of Companies, Real Estate | https://financiere-diocles.com/ | Financière Dioclès, a Paris, France-based Multi Family Office provider investing in real estate. | MF | |||||||
| 415 | Fine Line Group | Bill | Boecker | President | (817) 390-8843 | BBoecker@finelinemail.com | 201 Main St., Suite 3100 | Fort Worth | TX | 76102 | United States of America | North America | https://www.linkedin.com/in/bill-boecker-3b919730/ | Food, Agriculture, Real Estate, Construction | $7M | https://finelinedd.com/ | Fine Line Group is the family office of Sasha and Ed Bass. Fine Line manages a venture fund that seeks to back founders and ventures with a meaningful connection to Fort Worth. The Fine Line Group, owned by Ed and Sasha Bass, has named Henry S. Miller Company as the new property management firm for Sundance Square in downtown Fort Worth. The appointment of the Henry S. Miller Company followed a very careful selection process and will become effective on Jan. 1, 2020. The Bass family’s City Center Towers complex, comprised of the Wells Fargo Tower, the Bank of America Tower and their two attached parking garages, will be managed by City Center Management Company and its CEO, Johnny Campbell. | SF | |||||||
| 416 | Finger Interests, Ltd. | Jonathan | Finger | Owner | (713) 621-7525 | (713) 621-7552 | jonfinger@fingerinterests.com | 2001 Kirby Drive, Suite 1300 | Houston | TX | 77019 | United States of America | North America | University of Virginia / The Wharton School | https://www.linkedin.com/in/jonathan-finger-6736611/ | Marketable Securities, Real Estate, Alternative Investments | 1.997 | https://fingerinterests.com/ | Finger Interests is a single family office located in Houston, Texas. The firm specializes in those opportunities to which it may add both capital and expertise. The firm invests in marketable securities, real estate and alternative investments. In addition, the firm is involved in real estate development, business acquisition and merger consultation, business consultation, business management consultation, and business organizational consulting services. The firm was founded in 1996 by Jerry E. Finger after a successful career in banking and real estate development. After Jerry's passing in 2016, Jonathan Finger became the managing partner of Finger Interests and is responsible for investment decisions and day-to-day management of the office. His background includes experience in commercial banking, real estate finance and development, investment banking, fiduciary and investment management, and principal investing. | SF | |||||
| 417 | First Assetz Family Office LLP | Amruth | Rao | Principal Advisor | 91 98 20 188 795 | 91 80 26 764 464 | amruth.rao@firstassetz.com | info@firstassetz.com | 690, 12th Cross Rd, 7th Block, Jayanagar, Karnataka | Bengaluru | 560070 | India | Asia | Newport University | https://www.linkedin.com/in/amruth-rao-28b3b623/ | Alternative Investments, Real Estate | 2.016 | https://firstassetz.com/ | First Assetz is a Bengaluru based multi family office provider and advisory firm that works with Ultra HNIs, Family Owned Business & Entrepreneurs. Our principles are maintaining long term relationship and utmost trust with our clients to service them over generations. Our strength is in networking with professionals from different area of expertise and weave them together to offer the best of service to our clients. | MF | |||||
| First Assetz Family Office LLP | Narayan | Kini | Principal Advisor | 91 80 26 762 079 | 91 80 26 764 464 | narayan.kini@firstassetz.com | info@firstassetz.com | 690, 12th Cross Rd, 7th Block, Jayanagar, Karnataka | Bengaluru | 560070 | India | Asia | MFA | https://www.linkedin.com/in/narayan-kini-2584631b/ | Alternative Investments, Real Estate | 2.016 | https://firstassetz.com/ | First Assetz is a Bengaluru based multi family office provider and advisory firm that works with Ultra HNIs, Family Owned Business & Entrepreneurs. Our principles are maintaining long term relationship and utmost trust with our clients to service them over generations. Our strength is in networking with professionals from different area of expertise and weave them together to offer the best of service to our clients. | MF | ||||||
| 418 | Fishman Family Office | Yale | Fishman | President | yale.fishman@prosperityfundllc.com | 930 Broadway | Woodmere | NY | 11598 | United States of America | North America | Seton Hall Law School | https://www.linkedin.com/in/yale-fishman-24773912/ | Private Equity, Venture Capital, Traditional Equities, Real Estate, Digital Assets, Impact-Driven, Sustainability, Luxury Homes, Property, Luxury Real Estate | 2.022 | yfishman@prosperityfundllc.com, yale@prosperityfundllc.com, info@prosperityfundllc.com | https://prosperityfundllc.com/our-team/ | The Fishman Family Office (FFO), a single family office for the Fishman Family, focuses on private equity, venture capital, real estate, insurance, & digital assets. | SF | ||||||
| Fishman Family Office | Yale | Fishman | President | yale@fishmanassiciates.com | New York | NY | United States of America | North America | Seton Hall Law School | https://www.linkedin.com/in/yale-fishman-24773912/ | Private Equity, Venture Capital, Real Estate, Insurance, Digital Assets | 2.022 | The Fishman Family Office a single family office for the Fishman Family. The Fishman Family Office focuses on private equity, venture capital, traditional equities, real estate, & digital assets, with a lens toward impact-driven investments and sustainability. The Fishman Family Office, invests, co-invests, and partners on select investment opportunities with other growth-focused Family Offices and Investment Funds. Fishman has over 30 years of experience leading and advising funds, institutions, & high-net-worth investors on tax-advantaged investment structures and sophisticated estate & income tax vehicles. CEOs and Fortune 500 executives from the nation’s most prestigious firms seek his expertise in structuring their business tax strategies, and he has counseled clients on Billion dollars transactions. Additionally, Fishman founded Hamptons Luxury Estates, where he has developed exclusive and unique high-end properties on the East Coast of the USA, that have been featured in the Wall Street Journal & Other Major Networks. Fishman has regularly hosted the 1640 Society, which brings together many global leaders in finance, business, and philanthropy. Fishman serves as Vice-Chairman of the Advisory Committee at Prosperity Fund, a boutique private equity and venture capital fund. | SF | |||||||||||
| 419 | Fitzpatrick Family Office | Rob | Fitzpatrick | Head of Family Office | US: (407) 987-8326, UK: 44 770 138-9370 | rob@legendsadvocates.com | office@fitzpatrickfamilyoffice.com | Suite No.1, Building No.4, Caves Village, Business Centre Caves Village | New Providence | The Bahamas | North America | https://www.linkedin.com/in/rob-fitzpatrick/ | Renewable Energy, Private Equity, Venture Capital, Residential Real Estate, Golf Course, Homes, Funds, Startup, Start-Up, Commodity, Crypto, Crypto Currency, Gold, Silver, Crypto Holdings | $2B | https://robfitzpatrick.com/ https://legendsadvocates.com/rob-fitzpatrick/ | https://fitzpatrickfamilyoffice.com/ | The Fitzpatrick Family Office was set up as a single family office to invest, watch over and grow the family’s wealth so it coincided with the Fitzpatrick’s Family longterm wealth planning. Over $400m has been deployed into various industries and holdings globally and resulted in having over $2 billion dollars AUM. Once all current investments are realised, this figure will increase substantially. | MF | |||||||
| 420 | Florac | Léopol | Meyer | Chairman & Chief Executive Officer | 33 156 603 041 | 33 156 603 000 | leopold.meyer@florac.eu | recrutement@florac.eu | 16, Avenue Robert Schuman | Paris | 75007 | France | Europe | Columbia University | https://www.linkedin.com/in/leopold-meyer-32b0401/ | Private Equity, Energy, Commodities Trading, Real Estate, Telecom, Apparel | 2.009 | €250M | https://www.linkedin.com/company/florac/ | http://www.florac.eu/ | The Meyer family is a branch of the Louis-Dreyfus family, the historical shareholders of the Louis Dreyfus Group. The Louis Dreyfus Group was founded in 1851 and expanded across multiple business lines (energy, commodities trading, real estate, telecom, apparel, etc.) by employing high-quality people, identifying opportunistic acquisitions, and focusing on growth. Today, with over 22,000 employees in more than 90 countries, the Group is one of the agricultural commodities trading leaders with annual revenues exceeding $65 billion. Florac was founded in 2009 by Marie Jeanne Meyer Louis-Dreyfus, her husband and her three children: Camilla, Ilona and Léopold. The firm was founded on the same principles and values as the Louis Dreyfus Group and seeks to invest the Meyer family’s funds in private equity. As a single family office, Florac is organized to act swiftly and efficiently, and hence, takes a very flexible approach to structuring investments. Florac can partner with financial firms, families or management teams with solutions ranging from the injection of growth capital to the acquisition of minority or majority stakes to full LBOs. | SF | |||
| Florac | Paul | Vaissié | Investment Director | 33 156 603 050 | 33 156 603 000 | paul.vaissie@florac.eu | recrutement@florac.eu | 16, Avenue Robert Schuman | Paris | 75007 | France | Europe | University of Massachusetts Amherst | https://www.linkedin.com/in/paul-vaissié-27a74215/ | Private Equity, Energy, Commodities Trading, Real Estate, Telecom, Apparel | 2.009 | €250M | https://www.linkedin.com/company/florac/ | http://www.florac.eu/ | The Meyer family is a branch of the Louis-Dreyfus family, the historical shareholders of the Louis Dreyfus Group. The Louis Dreyfus Group was founded in 1851 and expanded across multiple business lines (energy, commodities trading, real estate, telecom, apparel, etc.) by employing high-quality people, identifying opportunistic acquisitions, and focusing on growth. Today, with over 22,000 employees in more than 90 countries, the Group is one of the agricultural commodities trading leaders with annual revenues exceeding $65 billion. Florac was founded in 2009 by Marie Jeanne Meyer Louis-Dreyfus, her husband and her three children: Camilla, Ilona and Léopold. The firm was founded on the same principles and values as the Louis Dreyfus Group and seeks to invest the Meyer family’s funds in private equity. As a single family office, Florac is organized to act swiftly and efficiently, and hence, takes a very flexible approach to structuring investments. Florac can partner with financial firms, families or management teams with solutions ranging from the injection of growth capital to the acquisition of minority or majority stakes to full LBOs. | SF | ||||
| Florac | Patrick | Bendahan | Managing Director | 33 156 603 049 | 33 156 603 000 | patrick.bendahan@florac.eu | recrutement@florac.eu | 16, Avenue Robert Schuman | Paris | 75007 | France | Europe | Harvard University | https://www.linkedin.com/in/patrick-bendahan-cfa-02a6371/ | Private Equity, Energy, Commodities Trading, Real Estate, Telecom, Apparel | 2.009 | €250M | https://www.linkedin.com/company/florac/ | http://www.florac.eu/ | The Meyer family is a branch of the Louis-Dreyfus family, the historical shareholders of the Louis Dreyfus Group. The Louis Dreyfus Group was founded in 1851 and expanded across multiple business lines (energy, commodities trading, real estate, telecom, apparel, etc.) by employing high-quality people, identifying opportunistic acquisitions, and focusing on growth. Today, with over 22,000 employees in more than 90 countries, the Group is one of the agricultural commodities trading leaders with annual revenues exceeding $65 billion. Florac was founded in 2009 by Marie Jeanne Meyer Louis-Dreyfus, her husband and her three children: Camilla, Ilona and Léopold. The firm was founded on the same principles and values as the Louis Dreyfus Group and seeks to invest the Meyer family’s funds in private equity. As a single family office, Florac is organized to act swiftly and efficiently, and hence, takes a very flexible approach to structuring investments. Florac can partner with financial firms, families or management teams with solutions ranging from the injection of growth capital to the acquisition of minority or majority stakes to full LBOs. | SF | ||||
| Florac | Anish | Aswani | Managing Director, Florac North America | Direct: (310) 361-1555 | 33 156 603 000 | anish.aswani@florac.com | recrutement@florac.eu | 11601 Wilshire Blvd., Suite 1675 | Los Angeles | CA | 90025 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/anish-aswani-1749544/ | Private Equity, Energy, Commodities Trading, Real Estate, Telecom, Apparel | 2.009 | €250M | https://www.linkedin.com/company/florac/ | http://www.florac.eu/ | The Meyer family is a branch of the Louis-Dreyfus family, the historical shareholders of the Louis Dreyfus Group. The Louis Dreyfus Group was founded in 1851 and expanded across multiple business lines (energy, commodities trading, real estate, telecom, apparel, etc.) by employing high-quality people, identifying opportunistic acquisitions, and focusing on growth. Today, with over 22,000 employees in more than 90 countries, the Group is one of the agricultural commodities trading leaders with annual revenues exceeding $65 billion. Florac was founded in 2009 by Marie Jeanne Meyer Louis-Dreyfus, her husband and her three children: Camilla, Ilona and Léopold. The firm was founded on the same principles and values as the Louis Dreyfus Group and seeks to invest the Meyer family’s funds in private equity. As a single family office, Florac is organized to act swiftly and efficiently, and hence, takes a very flexible approach to structuring investments. Florac can partner with financial firms, families or management teams with solutions ranging from the injection of growth capital to the acquisition of minority or majority stakes to full LBOs. | SF | |||
| 421 | Focus Monaco | Sami | Catuogno Zahreddine | CEO & Co-Founder | 377 99 905 318 | contact@focusmonaco.com | 7 Av de Grande Bretagne | Le Montaigne | 98000 | Principality of Monaco | Europe | UCAB - Universidad Católica Andrés Bello | https://www.linkedin.com/in/sami-catuogno-zahreddine-9155632a/ | Concierge, Lifestyle, Relocation, Real Estate, Hospitality, Household | https://focusmonaco.com/ | FOCUS MONACO, a multi-family office with a cutting-edge concierge service. Our lifestyle curators and specialised consultants aim to provide you daily dreamful experiences. We consider our members part of our family and it is essential for us to meet their most demanding requests with an impeccable level of service. As we understand how time is precious for this global affluent audience, we lay at their disposal all our know-how, high-quality contacts and proficient crew to ease their lives. We rely on an exclusive international network of partners that together with our virtuoso team enable us to make your wishes come true. | MF | ||||||||
| 422 | FONS Family Office Network Service SA | Ignacio | García | Director | 41 228 190 873 | 41 228 191 089 | ignaciogarciarod@gmail.com | info@fons-sa.ch | 3bis, Cours des Bastions | Geneva | 1205 | Switzerland | Europe | Inheritance, Tax, Real Estate, Banking, Arts, Education, etc. | https://fons-sa.ch/ | FONS SA offers you Swiss Family Office Services. It operates in Switzerland and in Europe. Trust between you and our organization is the most important issue. Our target is to serve prominent industrial company owners and high net worth individuals. | MF | ||||||||
| FONS Family Office Network Service SA | Guillaume | Lejoindre | Associate | 41 228 190 873 | 41 228 191 089 | gl@fons-sa.ch | info@fons-sa.ch | 3bis, Cours des Bastions | Geneva | 1205 | Switzerland | Europe | https://www.linkedin.com/in/guillaume-lejoindre-950ab82/ | Inheritance, Tax, Real Estate, Banking, Arts, Education, etc. | https://fons-sa.ch/ | FONS SA offers you Swiss Family Office Services. It operates in Switzerland and in Europe. Trust between you and our organization is the most important issue. Our target is to serve prominent industrial company owners and high net worth individuals. | MF | ||||||||
| FONS Family Office Network Service SA | Dominique | Baigneres | Partner | 41 228 190 873 | 41 228 191 089 | dominique.baigneres@wanadoo.fr | info@fons-sa.ch | 3bis, Cours des Bastions | Geneva | 1205 | Switzerland | Europe | Inheritance, Tax, Real Estate, Banking, Arts, Education, etc. | https://fons-sa.ch/ | FONS SA offers you Swiss Family Office Services. It operates in Switzerland and in Europe. Trust between you and our organization is the most important issue. Our target is to serve prominent industrial company owners and high net worth individuals. | MF | |||||||||
| FONS Family Office Network Service SA | Olivier | Brunisholz | Founder | 41 228 190 873 | 41 228 191 089 | ob@fons-sa.ch | info@fons-sa.ch | 3bis, Cours des Bastions | Geneva | 1205 | Switzerland | Europe | Université de Fribourg - Universität Freiburg | https://www.linkedin.com/in/olivier-brunisholz-8917a3/ | Inheritance, Tax, Real Estate, Banking, Arts, Education, etc. | https://fons-sa.ch/ | FONS SA offers you Swiss Family Office Services. It operates in Switzerland and in Europe. Trust between you and our organization is the most important issue. Our target is to serve prominent industrial company owners and high net worth individuals. | MF | |||||||
| 423 | Fontis Family Office Gmbh | Harald | Braun | Family Officer | 49 711 655-7000 | 49 711 655 700-65 | braun@fontis.de | info@fontis.de | Löffelstr. 4 | Stuttgart | 70597 | Germany | Europe | https://www.linkedin.com/in/harald-braun-4a725ab0/ | Equities, Real Estate, Bonds, Private Equity, Commodities, Currencies, Hedge Funds | https://www.fontis.de/ | The Fontis Family Office GmbH is an independent bank consulting firm for high net worth individuals, family corporations and foundations on issues of overall investment and restructuring. The company was founded to product-independent consultancy for this client group to provide one. | MF | |||||||
| Fontis Family Office Gmbh | Wolf | Adler | Managing Director | 49 711 655-7000 | 49 711 655 700-65 | adler@fontis.de | info@fontis.de | Löffelstr. 4 | Stuttgart | 70597 | Germany | Europe | https://www.linkedin.com/in/wolf-adler-0a486a/ | Equities, Real Estate, Bonds, Private Equity, Commodities, Currencies, Hedge Funds | https://www.fontis.de/ | The Fontis Family Office GmbH is an independent bank consulting firm for high net worth individuals, family corporations and foundations on issues of overall investment and restructuring. The company was founded to product-independent consultancy for this client group to provide one. | MF | ||||||||
| 424 | Forea Capital Oy | Peter | Klemola | Founding Partner, COB | peter@forea.fi | office@forea.fi | Aleksanterinkatu 50 A | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/peter-klemola-a9776748/ | Real Estate, Technology | 2.015 | https://www.linkedin.com/company/forea-capital/ | https://forea.fi/ | Forea is a pioneering Helsinki based multi-family office founded by a group of experienced wealth management professionals and successful entrepreneurs. Forea represents and serves select families and ultra-high net worth individuals. We offer a tailored full-service wealth management suite with the objective of successfully managing wealth over the long term. Our approach is responsible, unbiased and transparent. This gives us a unique market advantage, where the only incentive is the interest of our client. | MF | |||||||
| Forea Capital Oy | Perttu | Tevanen | Founding Partner, CEO | perttu@forea.fi | office@forea.fi | Aleksanterinkatu 50 A | Helsinki | 00100 | Finland | Europe | Real Estate, Technology | 2.015 | https://www.linkedin.com/company/forea-capital/ | https://forea.fi/ | Forea is a pioneering Helsinki based multi-family office founded by a group of experienced wealth management professionals and successful entrepreneurs. Forea represents and serves select families and ultra-high net worth individuals. We offer a tailored full-service wealth management suite with the objective of successfully managing wealth over the long term. Our approach is responsible, unbiased and transparent. This gives us a unique market advantage, where the only incentive is the interest of our client. | MF | |||||||||
| Forea Capital Oy | Pär-Gustaf | Relander | Member of the Board | Direct: 358 50 552 3955 | par-gustaf.relander@polttimo.com | office@forea.fi | Aleksanterinkatu 50 A | Helsinki | 00100 | Finland | Europe | Aalto University | https://www.linkedin.com/in/pär-gustaf-relander-b43a902/ | Real Estate, Technology | 2.015 | https://www.linkedin.com/company/forea-capital/ | https://forea.fi/ | Forea is a pioneering Helsinki based multi-family office founded by a group of experienced wealth management professionals and successful entrepreneurs. Forea represents and serves select families and ultra-high net worth individuals. We offer a tailored full-service wealth management suite with the objective of successfully managing wealth over the long term. Our approach is responsible, unbiased and transparent. This gives us a unique market advantage, where the only incentive is the interest of our client. | MF | ||||||
| 425 | Foreview Ventures | Jordan | Berman | VP of Acquisitions | (212) 422-2312 | jberman@foreviewventures.com | 1 World Trade Center, Suite 8500 | New York | NY | 10007 | United States of America | North America | Touro University | https://www.linkedin.com/in/jordan-berman-07b43596/ | Real Estate, Healthcare, Hospitality and Venture Capital Nationwide | 2.017 | jberman@plainviewhcp.com | https://www.linkedin.com/company/foreview-ventures/ | https://foreviewventures.com/ | Foreview Ventures is a vertically integrated single family office active across the full real estate and venture capital spectrums nationwide. | SF | ||||
| 426 | Fortis Family Office | Jane | Amodei | Senior Family Advisor | (610) 313-0910 | jamodei@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | https://www.linkedin.com/in/jane-amodei-68817372/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| Fortis Family Office | Christina | Belfiglio | Director of Operations | (610) 313-0910 | cbelfiglio@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | https://www.linkedin.com/in/christina-belfiglio/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | |||||||
| Fortis Family Office | Derek | Boles | Managing Partner | (610) 313-0910 | dboles@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | James Madison University | https://www.linkedin.com/in/derek-boles-fortis-wealth/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| Fortis Family Office | Joseph | Boris | Family Office Advisor | (610) 313-0910 | jboris@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | Drexel University | https://www.linkedin.com/in/joseph-boris-612724104/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| Fortis Family Office | Bryan | Cherny | Managing Partner | (610) 313-0910 | bcherny@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | Salisbury University - Perdue School of Business | https://www.linkedin.com/in/bryancherny/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| Fortis Family Office | Adriana | D'Alessandro | Family Wealth Advisor | (610) 313-0910 | adalessandro@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | Villanova University | https://www.linkedin.com/in/adriana-d-alessandro-way-4656318/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| Fortis Family Office | Dan | Donnelly | Family Office Advisor | (610) 313-0910 | ddonnelly@fortisfamilyoffice.com | info@fortisfamilyoffice.com | 1045 First Avenue, Suite 120 | King of Prussia | PA | 19406 | United States of America | North America | Rider University | https://www.linkedin.com/in/dan-donnelly-a9993513/ | 1.913 | https://www.linkedin.com/company/fortiswealth/ | https://fortisfamilyoffice.com/ | Drawing from our experience as a Multi-Client Family Office, FORTIS support our clients with RESPECT, INTEGRITY, COMPETENCE, COMMITMENT, OBJECTIVITY and CONFIDENTIALITY. In the past decade in Malaysia, the very wealthy are increasing in numbers and turning to the emerging family offices to address many of their financial and life issues. Many find traditional providers such as private banks, financial planners, brokerage, accountants, their own business office and real estate firms unable to fulfill their consolidated choices for family decision making. At FORTIS Family Office, we provide the simplicity and comprehensive Multi-Family Office to the very wealthy and their family, and with a PEACE OF MIND. | MF | ||||||
| 427 | Fortis Management Group LLC | Jay | Goldfarb | Principal | Direct: (781) 786-8970 | (781) 899-4501 | jgoldfarb@fortismgmt.com | HR@FortisMgmt.com | 800 South Street, Suite 255 | Waltham | MA | 02453 | United States of America | North America | University of Rhode Island - College of Business | https://www.linkedin.com/in/jay-goldfarb-3230108/ | Real Estate | 2.005 | https://www.linkedin.com/company/fortis-management-group/ | https://www.fortismgmt.com/ | Fortis Management Group LLC is a multi-family office providing independent, fee-only wealth management services. Fortis serves as the CFO for our multi-generational families, providing personalized, unbiased advice and support to ultra high net worth clients. We do not sell products or provide investment advice, creating a solid foundation for our role as an independent advocate for our clients. | MF | |||
| Fortis Management Group LLC | Nicole | Bailey | Family Office Leader | Direct: (781) 786-8978 | (781) 899-4501 | nbailey@fortismgmt.com | HR@FortisMgmt.com | 800 South Street, Suite 255 | Waltham | MA | 02453 | United States of America | North America | Florida State University | https://www.linkedin.com/in/nicolebailey23/ | Real Estate | 2.005 | https://www.linkedin.com/company/fortis-management-group/ | https://www.fortismgmt.com/ | Fortis Management Group LLC is a multi-family office providing independent, fee-only wealth management services. Fortis serves as the CFO for our multi-generational families, providing personalized, unbiased advice and support to ultra high net worth clients. We do not sell products or provide investment advice, creating a solid foundation for our role as an independent advocate for our clients. | MF | ||||
| Fortis Management Group LLC | Kathleen | Fitzpatrick Durkin | Client Advisor | Direct: (781) 786-8977 | (781) 899-4501 | kdurkin@fortismgmt.com | HR@FortisMgmt.com | 800 South Street, Suite 255 | Waltham | MA | 02453 | United States of America | North America | Villanova University | https://www.linkedin.com/in/kathleen-fitzpatrick-durkin-8ab63aa/ | Real Estate | 2.005 | https://www.linkedin.com/company/fortis-management-group/ | https://www.fortismgmt.com/ | Fortis Management Group LLC is a multi-family office providing independent, fee-only wealth management services. Fortis serves as the CFO for our multi-generational families, providing personalized, unbiased advice and support to ultra high net worth clients. We do not sell products or provide investment advice, creating a solid foundation for our role as an independent advocate for our clients. | MF | ||||
| Fortis Management Group LLC | June | Ewing | Operations Manager | Direct: (781) 786-8977 | (781) 899-4501 | kdurkin@fortismgmt.com | HR@FortisMgmt.com | 800 South Street, Suite 255 | Waltham | MA | 02453 | United States of America | North America | Binghamton University | https://www.linkedin.com/in/juneewing/ | Real Estate | 2.005 | https://www.linkedin.com/company/fortis-management-group/ | https://www.fortismgmt.com/ | Fortis Management Group LLC is a multi-family office providing independent, fee-only wealth management services. Fortis serves as the CFO for our multi-generational families, providing personalized, unbiased advice and support to ultra high net worth clients. We do not sell products or provide investment advice, creating a solid foundation for our role as an independent advocate for our clients. | MF | ||||
| 428 | 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 | ||||||||
| 429 | Forum Family Office GmbH | Burkhard | Wittek | Partner | 49 892 737 490 | 49 892 737 4915 | b.wittek@forumgruppe.de | info@forumgruppe.de | Uhlandstraße 5 | Munich | 80336 | Germany | Europe | University of Cologne / Harvard Business School | https://www.linkedin.com/in/burkhardwittek/ | Cleantech Sector, the Medtech Sector, as well as in classic industrial and distribution businesses. | 1.997 | €2M | https://www.linkedin.com/company/forum-family-office/ | https://www.forumgruppe.de/ | Forum is a midsized Single Family Office based in Munich, Germany. Forum Family Office manages the assets of one family. For the last 15 years, we have consistently followed the same investment philosophy: Our focus is on long-term capital appreciation through investing in high quality businesses We think like industrial owners, as a consequence we like to invest only in businesses - we do not invest in funds, real estate, etc. | SF | |||
| Forum Family Office GmbH | Andreas | Walleter | Investment Director, Associate Private Equity | 49 892 737 490 | 49 892 737 4915 | andreas.walleter@forumgruppe.de | info@forumgruppe.de | Uhlandstraße 5 | Munich | 80336 | Germany | Europe | WU (Vienna University of Economics and Business) | https://www.linkedin.com/in/walleter/ | Cleantech Sector, the Medtech Sector, as well as in classic industrial and distribution businesses. | 1.997 | €2M | https://www.linkedin.com/company/forum-family-office/ | https://www.forumgruppe.de/ | Forum is a midsized Single Family Office based in Munich, Germany. Forum Family Office manages the assets of one family. For the last 15 years, we have consistently followed the same investment philosophy: Our focus is on long-term capital appreciation through investing in high quality businesses We think like industrial owners, as a consequence we like to invest only in businesses - we do not invest in funds, real estate, etc. | SF | ||||
| 430 | Fountainhead Partners Company Ltd | Harry | Pang | Partner | 852 2232 7888 | fhp@fhpartners.com | info@fhpartners.com | Suite 2006-07, ICBC Tower, 3 Garden Road | Central | Hong Kong | Asia | NYU Stern School of Business | https://www.linkedin.com/in/harry-pang-3a59054/ | Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity | 2.015 | $600M | https://www.foahk.org/board-of-directors | http://www.fhpartners.com/ | Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. | MF | |||||
| Fountainhead Partners Company Ltd | Harvey | Liu | Director & Investment Manager | 852 2232 7888 | harvey.liu@fhpartners.com | info@fhpartners.com | Suite 2006-07, ICBC Tower, 3 Garden Road | Central | Hong Kong | Asia | University of Oxford | https://www.linkedin.com/in/harvey-liu-cfa-3b8a286/ | Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity | 2.015 | $600M | http://www.fhpartners.com/ | Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. | MF | |||||||
| Fountainhead Partners Company Ltd | Ernest | Tsang | Founding Partner | 852 2232 7888 | ernest.tsang@fhpartners.com | info@fhpartners.com | Suite 2006-07, ICBC Tower, 3 Garden Road | Central | Hong Kong | Asia | University of Warwick | https://www.linkedin.com/in/ernest-tsang-a38648a7/ | Hedge Funds, Real Estate, Fund-of-Funds, FoF, Alternative Investments, Private Equity | 2.015 | $600M | http://web.hkvca.com.hk/en/enewsletter.aspx?id=283 | http://www.fhpartners.com/ | Fountainhead Partners is a Hong Kong-based multi-family office, founded by a group of industry veterans and a few families and institutional investor. | MF | ||||||
| 431 | Four Thirteen, LLC | Jay | Rogers | Chief Executive Officer | (949) 396-6910, Mobile: (310) 993-9952 | (949) 396-6901 | jay@fourthirteenllc.com | 18881 Von Karman Avenue, 16th Floor | Irvine | CA | 92612 | United States of America | North America | Northeastern University | https://www.linkedin.com/in/alphajay/ | Investments in Private Operating Companies, Real Estate, Hedge Funds, and Private Equity and Contemporary Art. | 2.010 | http://asinvestmentgroup.com/team/ | Four Thirteen operates as a Single Family Office firm. | SF | |||||
| 432 | Fox Rock Capital | Peter | Trovato | Partner | (617) 249-5097 | ptrovato@copleyequity.com | 150 Newport Avenue Extension, 3rd Floor | Quincy | MA | 02171 | United States of America | North America | University of Massachusetts Amherst / Harvard Business School | https://www.linkedin.com/in/peter-trovato-90948a2/ | Private Equity, Real Estate | 2.015 | $150M | info@copleyequity.com | https://www.copleyequity.com/ | https://www.linkedin.com/company/fox-rock-capital/ | Fox Rock Capital is a single family office and private financial services company founded in 2015. | SF | |||
| Fox Rock Capital | Maggie | Wilson | Director | (617) 249-5097 | maggie.wilson@northerntrust.com | 150 Newport Avenue Extension, 3rd Floor | Quincy | MA | 02171 | United States of America | North America | University of Florida | https://www.linkedin.com/in/maggiemarske/ | Private Equity, Real Estate | 2.015 | $150M | https://www.copleyequity.com/ | https://www.linkedin.com/company/fox-rock-capital/ | Fox Rock Capital is a single family office and private financial services company founded in 2015. | SF | |||||
| 433 | FoxDen Capital | Jacob | Street | Chief of Staff | jstreet@foxdencapital.com | contact@foxdencapital.com | 40 Rahling Circle | Little Rock | AR | 72223 | United States of America | North America | Ouachita Baptist University | https://www.linkedin.com/in/jacobrstreet/ | Healthcare, Hospitality, Software, Real Estate, Logistics, Niche Manufacturing | 2.019 | https://www.linkedin.com/company/foxden-capital/ | https://foxdencapital.com/ | FoxDen Capital is a single-family office with holdings in healthcare, hospitality, software + more. Established in 2019 in the heart of Little Rock, Arkansas, FoxDen Capital is dedicated to investing in lower to middle market enterprises spanning various sectors. Our investment focus extends across industries such as Software, Niche Manufacturing, Healthcare, Hospitality, Real Estate, and Logistics. At FoxDen Capital, we believe in the potential of diverse businesses to drive sustainable growth and create lasting value. | SF | |||||
| FoxDen Capital | Shelby | Hulett | Marketing & Brand Director | Direct: (479) 381-8193 | shelby@foxdencapital.com | contact@foxdencapital.com | 40 Rahling Circle | Little Rock | AR | 72223 | United States of America | North America | FIDM | https://www.linkedin.com/in/shelbyhulett/ | Healthcare, Hospitality, Software, Real Estate, Logistics, Niche Manufacturing | 2.019 | shelby.hulett@yahoo.com | https://www.linkedin.com/company/foxden-capital/ | https://foxdencapital.com/ | FoxDen Capital is a single-family office with holdings in healthcare, hospitality, software + more. Established in 2019 in the heart of Little Rock, Arkansas, FoxDen Capital is dedicated to investing in lower to middle market enterprises spanning various sectors. Our investment focus extends across industries such as Software, Niche Manufacturing, Healthcare, Hospitality, Real Estate, and Logistics. At FoxDen Capital, we believe in the potential of diverse businesses to drive sustainable growth and create lasting value. | SF | ||||
| FoxDen Capital | Todd | Denton | Owner & CEO | tdenton@foxdencapital.com | contact@foxdencapital.com | 40 Rahling Circle | Little Rock | AR | 72223 | United States of America | North America | Ouachita Baptist University | https://www.linkedin.com/in/todd-denton-83b253264/ | Healthcare, Hospitality, Software, Real Estate, Logistics, Niche Manufacturing | 2.019 | todd.denton@foxdencapital.com, todd@foxdencapital.com | https://www.linkedin.com/company/foxden-capital/ | https://foxdencapital.com/ | FoxDen Capital is a single-family office with holdings in healthcare, hospitality, software + more. Established in 2019 in the heart of Little Rock, Arkansas, FoxDen Capital is dedicated to investing in lower to middle market enterprises spanning various sectors. Our investment focus extends across industries such as Software, Niche Manufacturing, Healthcare, Hospitality, Real Estate, and Logistics. At FoxDen Capital, we believe in the potential of diverse businesses to drive sustainable growth and create lasting value. | SF | |||||
| FoxDen Capital | Will | Peeples | Chief Financial Officer | willpeeples@foxdencapital.com | contact@foxdencapital.com | 40 Rahling Circle | Little Rock | AR | 72223 | United States of America | North America | Belmont University / Vanderbilt University Law School | https://www.linkedin.com/in/will-peeples-28962b23/ | Healthcare, Hospitality, Software, Real Estate, Logistics, Niche Manufacturing | 2.019 | will.peeples@foxdencapital.com, will@foxdencapital.com | https://www.linkedin.com/company/foxden-capital/ | https://foxdencapital.com/ | FoxDen Capital is a single-family office with holdings in healthcare, hospitality, software + more. Established in 2019 in the heart of Little Rock, Arkansas, FoxDen Capital is dedicated to investing in lower to middle market enterprises spanning various sectors. Our investment focus extends across industries such as Software, Niche Manufacturing, Healthcare, Hospitality, Real Estate, and Logistics. At FoxDen Capital, we believe in the potential of diverse businesses to drive sustainable growth and create lasting value. | SF | |||||
| FoxDen Capital | Jonathan | Rash | Controller | jrash@foxdencapital.com | contact@foxdencapital.com | 40 Rahling Circle | Little Rock | AR | 72223 | United States of America | North America | Henderson State University / University of Arkansas at Little Rock | https://www.linkedin.com/in/jonathan-rash-cpa-640404b4/ | Healthcare, Hospitality, Software, Real Estate, Logistics, Niche Manufacturing | 2.019 | jonathan@foxdencapital.com | https://www.linkedin.com/company/foxden-capital/ | https://foxdencapital.com/ | FoxDen Capital is a single-family office with holdings in healthcare, hospitality, software + more. Established in 2019 in the heart of Little Rock, Arkansas, FoxDen Capital is dedicated to investing in lower to middle market enterprises spanning various sectors. Our investment focus extends across industries such as Software, Niche Manufacturing, Healthcare, Hospitality, Real Estate, and Logistics. At FoxDen Capital, we believe in the potential of diverse businesses to drive sustainable growth and create lasting value. | SF | |||||
| 434 | FP Wealth Solutions SA | Yury | Emelin | Partner | 41 227 359 377 | 41 227 359 378 | ye@fpwsolutions.com | team@fpwsolutions.com | Av. Pictet-de-Rochemont 7 | Geneva | 1207 | Switzerland | Europe | Saint Petersburg State University of Aerospace and Instrumentation | https://www.linkedin.com/in/yuryemelin/ | Hedge Funds, Private Equity, Infrastructure and Real Estate Funds. | 2.012 | http://www.fpwsolutions.com/ | FP Wealth Solutions SA is an independent wealth management company and Multi Family Office with headquarters in Geneva, Switzerland. Our philosophy is to go hand in hand with our clients during the entire investment process while at all times reflecting the three core values of the company, which are Entrepreneurship, Independence and Excellence. Being neither a bank, nor a broker or a fund management company, we avoid conflict of interest and every time select the best solution in the market or design it tailor-made. Our aim is to be an objective and independent expert, assisting our clients in issues related to the protection and growth of their wealth, from generation to generation. | MF | |||||
| 435 | Franger Investment GmbH & Co. KGaA | Stefan | Franger | Partner | 49 6232 312 6018 | 49 6232 312 7026 | info@frangerinvestment.com | Dahlienweg 15 | Ketsch | 68775 | Germany | Europe | Fachhochschule Mannheim | https://www.linkedin.com/in/stefan-franger-96b9b146/ | Technology, Real Estate, Property, Venture Capital, Private Equity, Liquidity, Securities | 2.013 | https://www.linkedin.com/in/helmut-franger-55639294/ | http://frangerinvestment.com/ | Franger Investment is a single family office for the Franger family. Franger Investment is a family-owned investment company, which aims through targeted investments and shareholdings to support businesses in realising their goals. Through the provision of capital we play a part in innovative and future-oriented business ideas and activities. Our goal is to enable sustainable growth through our commitment. We support both innovative start-ups and established businesses that wish to enter new markets with a new product. Investments in innovative technologies, short term interim loans, and mezzanine financing belong just as much to our work as long-term investments in the field of sustainable real estate projects. With our financial commitment we appeal to general and building contractors, private equity companies, companies looking for venture capital, as well as banks and financial groups. | SF | |||||
| 436 | FRIBA Investment GmbH & Co. KG | Robert | Collan | Managing Director | 49 421 660-4151 | robert@friba-investment.com | newinvestment@friba-investment.com | Zum Alten Speicher 11 | Bremen | 28759 | Germany | Europe | https://www.linkedin.com/in/robert-collan-93885514/ | Private Equity, Real Estate and Venture Capital backed Companies and Projects | 2.019 | info@friba-investment.com | https://www.linkedin.com/in/edzardstock/ https://www.linkedin.com/in/chrisbrichese/ https://www.linkedin.com/in/stephan-m-friedrich-23ab4b96/ | https://friba-investment.com/ | FRIBA Investment is a Single Family Office operating out of the German cities Bremen and Hamburg. Our industrial heritage dates back more than 140 years and stems from an entrepreneurially driven, operating business. Today, we continue to enjoy working with inspirational founders, entrepreneurs and like-minded families around the globe. We aim for preserving the capital we manage and generating sound, risk-adjusted returns by investing with and in people who we believe in and trust. We focus on direct investments in private equity, real estate and venture capital backed companies and projects. We do so with a main focus on Germany and broader Europe, while increasingly continuing to look beyond to find attractive opportunities. Industries we focus on vary by asset class but combine strong executives managing sustainable business models. | SF | |||||
| FRIBA Investment GmbH & Co. KG | Edzard | Stock | Investment Manager | 49 421 660-4151 | edzard@friba-investment.com | newinvestment@friba-investment.com | Zum Alten Speicher 11 | Bremen | 28759 | Germany | Europe | Tsinghua University | https://www.linkedin.com/in/edzardstock/ | Private Equity, Real Estate and Venture Capital backed Companies and Projects | 2.019 | info@friba-investment.com | https://www.linkedin.com/in/edzardstock/ https://www.linkedin.com/in/chrisbrichese/ https://www.linkedin.com/in/stephan-m-friedrich-23ab4b96/ | https://friba-investment.com/ | FRIBA Investment is a Single Family Office operating out of the German cities Bremen and Hamburg. Our industrial heritage dates back more than 140 years and stems from an entrepreneurially driven, operating business. Today, we continue to enjoy working with inspirational founders, entrepreneurs and like-minded families around the globe. We aim for preserving the capital we manage and generating sound, risk-adjusted returns by investing with and in people who we believe in and trust. We focus on direct investments in private equity, real estate and venture capital backed companies and projects. We do so with a main focus on Germany and broader Europe, while increasingly continuing to look beyond to find attractive opportunities. Industries we focus on vary by asset class but combine strong executives managing sustainable business models. | SF | |||||
| FRIBA Investment GmbH & Co. KG | Stephan | Friedrich | Managing Director | 49 421 660-4151 | stephan@friba-investment.com | newinvestment@friba-investment.com | Zum Alten Speicher 11 | Bremen | 28759 | Germany | Europe | FU Berlin, Université de Lausanne, London School of Economics, Universität Hamburg | https://www.linkedin.com/in/stephan-m-friedrich-23ab4b96/ | Private Equity, Real Estate and Venture Capital backed Companies and Projects | 2.019 | info@friba-investment.com | https://www.linkedin.com/in/edzardstock/ https://www.linkedin.com/in/chrisbrichese/ https://www.linkedin.com/in/stephan-m-friedrich-23ab4b96/ | https://friba-investment.com/ | FRIBA Investment is a Single Family Office operating out of the German cities Bremen and Hamburg. Our industrial heritage dates back more than 140 years and stems from an entrepreneurially driven, operating business. Today, we continue to enjoy working with inspirational founders, entrepreneurs and like-minded families around the globe. We aim for preserving the capital we manage and generating sound, risk-adjusted returns by investing with and in people who we believe in and trust. We focus on direct investments in private equity, real estate and venture capital backed companies and projects. We do so with a main focus on Germany and broader Europe, while increasingly continuing to look beyond to find attractive opportunities. Industries we focus on vary by asset class but combine strong executives managing sustainable business models. | SF | |||||
| 437 | Frydco Capital Group, LLC | Monica | Frydman | Vice President | Direct: (917) 681-6482 | mf@frydco.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | https://www.linkedin.com/in/monica-frydman-b459254/ | Real Estate | 1.997 | https://www.linkedin.com/company/frydco-capital-group/ | https://frydco.com/ | Frydco Capital Group is a New York-based, single-family office. In addition to its real estate holdings, Frydco Capital Group owns and operates several portfolio operating companies focused on the real estate industry. | SF | ||||||
| Frydco Capital Group, LLC | Jacob | Frydman | Chief Executive Officer | Office: (212) 388-6800, Direct: (212) 388-6880 | jf@frydco.com | 7 World Trade Center, 250 Greenwich Street, 46th Floor | New York | NY | 10007 | United States of America | North America | Boston University | https://www.linkedin.com/in/jacobfrydman/ | Real Estate | 1.997 | https://www.linkedin.com/company/frydco-capital-group/ | https://frydco.com/ | Frydco Capital Group is a New York-based, single-family office. In addition to its real estate holdings, Frydco Capital Group owns and operates several portfolio operating companies focused on the real estate industry. | SF | ||||||
| 438 | Fulcrum Equities, LLC | Kent | Swig | President | (212) 508-7373 | (212) 508-7488 | kswig@swigequities.com | 444 Madison Avenue, 3rd Floor | New York | NY | 10022 | United States of America | North America | Brown University | https://www.linkedin.com/in/kentmswig/ | Residencial Real Estate, Commercial Real Estate | 1.994 | kswig@swigequities.com, kswig@bhsusa.com | https://www.swigequities.com/ https://www.helmsleyspear.com/ https://www.bhsusa.com/ | https://www.swigequities.com/fulcrum-equities/ | Fulcrum Equities is a single family Office (“SFO”) that coordinates Mr. Swig’s family business and interests, and is an investor in real estate, operating companies, and may other types of investments. Working both with Mr. Swig’s capital and those of other investors, Fulcrum Equities brings an “owner’s eye and perspective” to its investment practices. In addition, Fulcrum Equities provides such services as asset management and investment monitoring for all if its investment portfolio. | SF | |||
| 439 | Fuller Landau Family Office Services Inc. | Sloan | Levett | Partner | (416) 645-6500 | (416) 645-6501 | slevett@fullerllp.com | info@fullerllp.com | 151 Bloor Street West, 12th Floor | Toronto | ON | M5S 1S4 | Canada | North America | Concordia University | https://www.linkedin.com/in/sloanlevett/ | Real Estate and Construction, Food and Beverage, Manufacturing and Distribution, Healthcare Practices, Professional Services, Information Technology, Realty Agents and Brokerages, Entertainment and Communications, Retail and Consumer Products | 1.948 | https://www.linkedin.com/company/fuller-landau/ | http://www.fullerlandau.com/ | Fuller Landau Family Office is a leading multi-family office in Canada providing objective wealth advisory services to high and ultra-high net worth individuals and families. Our service offering includes investment portfolio advisory, tax planning and compliance, insurance advisory, will and estate planning and general financial planning and advice. | MF | |||
| 440 | Gamnic Multi-Family Office | Ignacio | Aguirre Rey | Founder & Main Partner | 51 1 437 6494 | gamnic@gamnic.com | gamnic@gamnic.com | Av. Encalada 1388 Of. 604, Surco | Lima | Peru | South America | Universidad de Lima | https://www.linkedin.com/in/ignacio-aguirre-rey-b9bb624b/ | Investment Funds, Private and Real Estate Businesses | 2.010 | $200M | https://www.linkedin.com/company/gamnic-inversiones/ | https://www.gamnic.com/ | Multi-Family office with more than US$ 200 million under management for high net worth peruvian individuals. | MF | |||||
| 441 | Gansett Companies LLC | Zayd | Hammam | Founder | (212) 271-1425 | info@gansettco.com | 244 Fifth Ave., Suite 2075 | New York | NY | 10001 | United States of America | North America | University of Pennsylvania | https://www.linkedin.com/in/zayd-hammam-988560/ | Corporate Debt (Distressed and Performing), Real Estate, Hard Assets, Specialty Lending, Secondary Fund Interests, and other Orphaned Assets | 2.015 | https://gansettco.com/ | Founded in 2015, Gansett Companies is a single family office founded by Zayd Hammam. | SF | ||||||
| 442 | Gebrüder Mende FO gmbh & CO KG | Mick | Mende | Managing Principal | 49 721 9213 6200 | mmende@mende.de | info@mende.de | An der RaumFabrik 33a | Karlsruhe | 76227 | Germany | Europe | EBS Universität für Wirtschaft und Recht | https://www.linkedin.com/in/mickmende/ | Real Estate | https://www.mende.de/ | Gebrüder Mende Family Office GmbH & Co KG is the private wealth management company of the Mende family, headquartered in Karlsruhe-Durlach, and consists of various investment companies for real estate, financial investments and corporate interests. | SF | |||||||
| Gebrüder Mende FO gmbh & CO KG | Wolfgang | Mende | Partner | 49 721 9213 6200 | mendewolfgang@gmail.com | info@mende.de | An der RaumFabrik 33a | Karlsruhe | 76227 | Germany | Europe | https://www.linkedin.com/in/wolfgang-mende-172bbab3/ | Real Estate | https://www.mende.de/ | Gebrüder Mende Family Office GmbH & Co KG is the private wealth management company of the Mende family, headquartered in Karlsruhe-Durlach, and consists of various investment companies for real estate, financial investments and corporate interests. | SF | |||||||||
| Gebrüder Mende FO gmbh & CO KG | Martin | Mende | Partner | 49 721 9213 6200 | martin.mende@mende.de | info@mende.de | An der RaumFabrik 33a | Karlsruhe | 76227 | Germany | Europe | Real Estate | https://www.mende.de/ | Gebrüder Mende Family Office GmbH & Co KG is the private wealth management company of the Mende family, headquartered in Karlsruhe-Durlach, and consists of various investment companies for real estate, financial investments and corporate interests. | SF | ||||||||||
| 443 | Gehweg AG | Barbara | May Glaser | President of the Board of Directors | Direct: 41 796 472 124, Mobile: 41 796 472 124 | bglaser@gehweg.ch | info@gehweg.ch | Hönggerstrasse 39 | Zurich | 8037 | Switzerland | Europe | Universität Basel / Université de Lausanne | https://www.linkedin.com/in/barbara-glaser-6b71404/ | Life Science, Healthcare, Consumer Goods, Nutrition, Mergers and Acquisitions, M&A, Real Estate, Private Equity | 2.011 | barbara.glaser@bankalpinum.com | https://www.bankalpinum.com/ | https://www.gehweg.ch/ | Gehweg AG, a single family office for the Glaser family. Office services include investment advice with a focus on life science, healthcare, consumer goods and nutrition. Specialized in small-cap financing as well as classic M&A transaction and succession planning. Real estate portfolio management and acquisitions. | SF | ||||
| Gehweg AG | Chris | John Glaser | Member of the Board of Directors | Office: 41 439 600 866, Mobile: 41 792 492 854 | cglaser@gehweg.ch | info@gehweg.ch | Hönggerstrasse 39 | Zurich | 8037 | Switzerland | Europe | Schweizerische Hotelfachscchule Luzern SHL/HF | https://www.linkedin.com/in/chris-glaser-a38b9230/ | Life Science, Healthcare, Consumer Goods, Nutrition, Mergers and Acquisitions, M&A, Real Estate, Private Equity | 2.011 | https://www.gehweg.ch/ | Gehweg AG, a single family office for the Glaser family. Office services include investment advice with a focus on life science, healthcare, consumer goods and nutrition. Specialized in small-cap financing as well as classic M&A transaction and succession planning. Real estate portfolio management and acquisitions. | SF | |||||||
| 444 | Generatio Family Office | Remko | van Roekel | Managing Partner | 31 655 117 098 | roekel@generatio.eu | info@generatio.eu | P.O. Box 15596 | Amsterdam | 1001 NB | The Netherlands | Europe | University of Amsterdam | https://www.linkedin.com/in/rvanroekel/ | Dutch Investment Funds, Real Estate | 2.010 | remko@localmanagement.nl | http://www.localmanagement.nl/en/meet_local/remko_van_roekel | http://www.generatio.eu/ | Generatio is an independent multi-client family office specializing in fiduciary services, strategic wealth structuring and wealth management for individuals, families, trusts and foundations. As a private and family wealth advisor, we aim to empower our clients to take control over their wealth and build freedom from their wealth. | MF | Physical Address: Herengracht 478 1017CB Amsterdam The Netherlands | |||
| 445 | 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 | Brown University | 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 | University of Toronto Schools | 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 | ||||||||
| 446 | Generational Pty Ltd. | Lance | Meikle | Vice President | 61 7 3394 8449 | 61 2 9224 7601 | lance@alpsnetwork.com.au | info@mutualtrust.com.au | 155 Varsity Parade | Varsity Lakes | QLD | 4227 | Australia | Australia / Oceania | Griffith University | https://www.linkedin.com/in/lancemeikle/ | Private Equity, Real Estate, M&A, Hedge Funds | 2.000 | http://www.alpsnetwork.com.au/staff/lance-meikle https://www.facebook.com/lance.meikle.10 | https://genmfo.com/ | Generational Pty Ltd, a multi family office, guiding and recognising family businesses, we understand the unique challenges they face — and how to address them. Generational is also a powerful resource that provides access to our knowledge, insights and experience through an unparalleled global network of partners dedicated to help family offices succeed wherever they are. Our service to Family Offices is a reflection of our broad range of expertise and a symbol of our commitment toward family businesses around the world. | MF | New South Wales Office: Level 2, 25 Ryde Road Pymble, NSW, 2073 Australia | ||
| 447 | Generations Management LLC | Keith | Nielson | Principal | (231) 946-8772 | (231) 258-8760 | kmn@kmn-world.com | info@goteamservices.com | 770 N US31 South | Traverse City | MI | 49685 | United States of America | North America | Kettering University / Harvard Business School | https://www.linkedin.com/in/kmnworld/ | Venture Capital, Private Equity, Oil & Gas, and Real Estate. | 1.928 | $5.59B | http://www.goteamservices.com/9/contact-us | https://www.linkedin.com/company/generations-management-llc/ | Generations Management is a traditional family office – run by and for a single family – backed by Spanos Barber Jesse & Co. (“SBJ”), a San Francisco Bay Area and Dallas based private investment firm. | SF | ||
| Generations Management LLC | Jonathan | Crosby | Chief Operating Officer | (231) 946-5174 | (231) 218-2077 | jonc@generationsmgmt.com | info@goteamservices.com | 770 N US31 South | Traverse City | MI | 49685 | United States of America | North America | Millersville University of Pennsylvania | https://www.linkedin.com/in/jonathan-crosby-8bb8209/ | Venture Capital, Private Equity, Oil & Gas, and Real Estate. | 1.928 | $5.59B | http://www.goteamservices.com/9/contact-us | https://www.linkedin.com/company/generations-management-llc/ | Generations Management is a traditional family office – run by and for a single family – backed by Spanos Barber Jesse & Co. (“SBJ”), a San Francisco Bay Area and Dallas based private investment firm. | SF | |||
| 448 | Génesis Banca de Inversion SAS | Juan Pablo | Ortiz Salom | Managing Partner | 57 (1) 321 4821 | jp.ortiz@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | Universidad de Los Andes | https://www.linkedin.com/in/juan-pablo-ortiz-salom-0bba2421/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | ||||||
| Génesis Banca de Inversion SAS | Juliana | Figueroa | Partner | 57 (1) 321 4821 | j.figueroa@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | Universidad de Los Andes | https://www.linkedin.com/in/julianafigueroa/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| Génesis Banca de Inversion SAS | Sebastián | Quiroga | Senior Associate | 57 (1) 321 4821 | s.quiroga@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | Universidad de Los Andes | https://www.linkedin.com/in/sebasti%C3%A1n-quiroga-e-cfa/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| Génesis Banca de Inversion SAS | Juan Diego | Alzate | Associate | 57 (1) 321 4821 | jd.alzate@genesis.com.co | info@genesis.com.co | Carrera 7 # 71 - 21. Torre B, Of. 1003 | Bogota | Colombia | South America | Universidad de Los Andes | https://www.linkedin.com/in/jdalzate/ | Financial Services, Real Estate, Agro-Livestock and Agro-Industry, Education, Infrastructure, Oil and Energy, Consumer Goods and Services, Technology and Telecommunications, Health | 1.997 | https://www.linkedin.com/company/genesis-ltda/ | https://www.genesis.com.co/ | Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests. We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A. | MF | |||||||
| 449 | Genetrix Society, Inc. | Heather | R. Holliday | Managing Principal | (631) 268-0766 | hrh@museholliday.com | 2940 Johnson Ferry Road, Suite B338 | Marietta | GA | 30062 | United States of America | North America | https://www.linkedin.com/in/hrhusa/ | Private Equity, Hedge Fund, Real Estate, Alternative Investments, Sustainability, Healthy, Healthcare | 2.010 | $200M | https://www.museholliday.com/ https://museholliday.newswire.com/contact/heather-r-holliday | https://www.facebook.com/GenetrixSociety/ | Genetrix Society is a private Single Family Office that was founded in 2010 and structured to act as a steward of the Global Sustainability Movement, ensuring the healthy and harmonious survival of our future generations and ecosystem by supporting established organizations, foundations and corporations from all market sectors around the world to advance their outstanding sustainability work. | SF | |||||
| 450 | Genève Family Office Sàrl | Hernan | Didier Pantaleon | Special Counsel | Argentina: 54 11 2073 2071, Direct: 54 9 11 3426 2199, USA: (305) 343-9494 | hernan.pantaleon@hpanabogados.com | info@genevefamilyoffice.com | Avenida Dorrego 2687 4to "A" | Ciudad Autonoma de Buenos Aires - CP (1425) | Argentina | South America | Georgetown University | https://www.linkedin.com/in/hernan-didier-pantaleon-97003828/ | Private Equity, Real Estate | 2.019 | https://www.hpanabogados.com/ | https://genevefamilyoffice.com/ | Genève Family Office is a privately owned Swiss Independent Multi Family Office Company. Our team has more than twenty-five years of experience providing bespoke wealth planning and management solutions. We provide discreet services with transparent costs, at the highest level. | MF | ||||||
| 451 | Genico Family Office AG | Andrea | Georgiadis | Managing Director | Direct: 41 796 228 416 | andrea.georgiadis@genicofamilyoffice.ch | Gartenstrasse 7 | Zug | CH-6304 | Switzerland | Europe | Real Estate | https://www.genicofamilyoffice.ch/ | Genico Family Office is a single family office for the Georgiadis family. At the end of 2013 Genico Family Office AG was established by Andrea and Andreas Georgiadis with the aim to manage all the different activities of their own family in the fields of investments and properties under one roof. | SF | ||||||||||
| Genico Family Office AG | Andreas | Georgiadis | CEO & Owner | Direct: 41 417 252 525 | a.georgiadis@genicofamilyoffice.ch | Gartenstrasse 7 | Zug | CH-6304 | Switzerland | Europe | Fachhochschule für Wirtschaft Z | https://www.linkedin.com/in/andreas-georgiadis-73a5a7154/ | Real Estate | https://www.genicofamilyoffice.ch/ | Genico Family Office is a single family office for the Georgiadis family. At the end of 2013 Genico Family Office AG was established by Andrea and Andreas Georgiadis with the aim to manage all the different activities of their own family in the fields of investments and properties under one roof. | SF | |||||||||
| Genico Family Office AG | Lotty | Heinzmann | Office Managerin | Direct: 41 417 252 520 | l.heinzmann@genicofamilyoffice.ch | Gartenstrasse 7 | Zug | CH-6304 | Switzerland | Europe | https://www.linkedin.com/in/lotty-heinzmann-b31a4a177/ | Real Estate | https://www.genicofamilyoffice.ch/ | Genico Family Office is a single family office for the Georgiadis family. At the end of 2013 Genico Family Office AG was established by Andrea and Andreas Georgiadis with the aim to manage all the different activities of their own family in the fields of investments and properties under one roof. | SF | ||||||||||
| 452 | Genrich Family Office | Stan | Sung | Founder & Managing Director | (562) 888-2982 | (562) 394-0670 | stansung@genrichinc.com | info@genrichinc.com | 505 S Villa Real Dr., Suite 201A | Anaheim Hills | CA | 92807 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/stansung/ | Private Equity, Real Estate and Hedge Funds | 2.008 | €550M | https://www.linkedin.com/company/genrich-family-office/ | http://www.genrichfamilyoffice.com/ | GENRICH is a Multi-Family Office (MFO) that provides an infrastructure that normally would cost a family a minimum of $1-$2 million per year to maintain by itself as a Single Family Office (SFO). | MF | ||
| 453 | Genus Holdings, LLC | James | Duda | President | (972) 616-8777 | jduda@genusholdings.com | 2801 Woodside Street | Dallas | TX | 75204 | United States of America | North America | Northwestern University | https://www.linkedin.com/in/james-duda-40a5061/ | Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income | 2.012 | jimduda@hotmail.com | https://www.fritzduda.com/ | Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income. From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams. Major Contributions: - Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall - Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes - Expanded performance reporting capabilities to entities and individuals not previously receiving analysis - Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports - Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software - Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. | SF | |||||
| Genus Holdings, LLC | Michael | Stack | Chief Investment Officer | (972) 616-8777 | mstack@genusholdings.com | 2801 Woodside Street | Dallas | TX | 75204 | United States of America | North America | Questrom School of Business, Boston University | https://www.linkedin.com/in/michaeljstack/ | Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income | 2.012 | https://www.fritzduda.com/ | Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income. From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams. Major Contributions: - Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall - Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes - Expanded performance reporting capabilities to entities and individuals not previously receiving analysis - Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports - Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software - Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. | SF | |||||||
| Genus Holdings, LLC | Fritz | Duda | Principal | (972) 616-8777 | fduda@genusholdings.com | 2801 Woodside Street | Dallas | TX | 75204 | United States of America | North America | University of Notre Dame / Duke University School of Law | https://www.linkedin.com/in/fritz-duda-256b9bbb/ | Public Equities, Alternative Investments, Marketable Alternatives, Private Equity, Debt Funds, Co-Investments, Venture Capital, Direct Deals, Hedge Funds, Real Assets, Real Estate, Fixed Income | 2.012 | https://www.fritzduda.com/ | Genus Holdings is a single family office firm for the Duda family and the diversifying private equity arm of an UHNW, multi-generational family office with a large real estate exposure. It was formed to manage and report on the investment portfolios of numerous entities, including a private foundation, and allocates capital opportunistically across a wide range of asset classes including public equities, alternative investments (marketable alternatives, private equity and debt funds, co-investments, venture capital/direct deals, hedge funds, real assets, real estate, etc.) and fixed income. From more day-to-day to project-based, responsibilities include operational support, investment performance audit, analysis and reporting, preparation of Investment Committee meeting materials, coordination of info with the tax manager, monitoring micro and macro economic conditions, equity and market research, due diligence and investment write-ups, communication with fund managers, cash flow modeling, real estate investor waterfall analysis, and estate planning, valuation and gifting. Heavy use of Excel, VBA, Solovis and Microsoft Teams. Major Contributions: - Built out the entire enterprise's real estate cash flow model by creating a comprehensive ownership interest matrix and a dynamic cash flow investor waterfall - Delivered final asset valuations and ownership breakdowns for estate planning/gifting purposes - Expanded performance reporting capabilities to entities and individuals not previously receiving analysis - Developed a method in Excel to audit the accuracy of investment's internal valuations with fund or direct deal documentation such as capital account statements and quarterly reports - Developed cash flow tracking tool in Excel to aggregate capital call and distribution notices to detect transactions unaccounted for in the internal investment management software - Technical lead in new investment data aggregation, management and reporting software vetting process and implementation overhaul. | SF | |||||||
| 454 | George Companies | Robert | George | Managing Partner | (248) 851-6990 | robert.george@georgeco.com | info@georgeco.com | 915 E Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | University of Michigan-Dearborn | https://www.linkedin.com/in/robert-george-72370614/ | Food Manufacturing, Chemical Manufacturing, Third-Party Logistics, Parking Facility Management, Commercial Real Estate, Technology | 2.000 | $550M | https://www.linkedin.com/company/george-enterprises/ | https://georgeco.com/ | As a single-family office, GeorgeCo manages a permanent capital base allowing it to focus efforts on long-term time horizons with flexible investment criteria. Because of its hands-on approach to ownership, GeorgeCo prefers private sector transactions where it can assume a controlling interest. | SF | |||
| George Companies | Michael | George | Managing Partner | (248) 851-6990 | mgii@georgeco.com | info@georgeco.com | 915 E Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/mikeygeorge/ | Food Manufacturing, Chemical Manufacturing, Third-Party Logistics, Parking Facility Management, Commercial Real Estate, Technology | 2.000 | $550M | https://www.linkedin.com/company/george-enterprises/ | https://georgeco.com/ | As a single-family office, GeorgeCo manages a permanent capital base allowing it to focus efforts on long-term time horizons with flexible investment criteria. Because of its hands-on approach to ownership, GeorgeCo prefers private sector transactions where it can assume a controlling interest. | SF | ||||
| George Companies | Scott | George | Managing Director | (248) 851-6990 | scott@georgeco.com | info@georgeco.com | 915 E Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | https://www.linkedin.com/in/scott-george-455804143/ | Food Manufacturing, Chemical Manufacturing, Third-Party Logistics, Parking Facility Management, Commercial Real Estate, Technology | 2.000 | $550M | https://www.linkedin.com/company/george-enterprises/ | https://georgeco.com/ | As a single-family office, GeorgeCo manages a permanent capital base allowing it to focus efforts on long-term time horizons with flexible investment criteria. Because of its hands-on approach to ownership, GeorgeCo prefers private sector transactions where it can assume a controlling interest. | SF | |||||
| George Companies | Robert | George Jr. | President & CIO | (248) 851-6990 | rob@georgeco.com | info@georgeco.com | 915 E Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | Food Manufacturing, Chemical Manufacturing, Third-Party Logistics, Parking Facility Management, Commercial Real Estate, Technology | 2.000 | $550M | https://www.linkedin.com/company/george-enterprises/ | https://georgeco.com/ | As a single-family office, GeorgeCo manages a permanent capital base allowing it to focus efforts on long-term time horizons with flexible investment criteria. Because of its hands-on approach to ownership, GeorgeCo prefers private sector transactions where it can assume a controlling interest. | SF | ||||||
| 455 | Georgica Advisors, LLC | Rick | Reiss | Chairman | (212) 277-5615, (212) 992-8854 | RCLS.law@nyu.edu | The Reiss Center on Law and Security, 139 Macdougal Street, 4th Floor | New York | NY | 10012 | United States of America | North America | New York University School of Law | https://www.linkedin.com/in/rick-reiss-0694913/ | Public Equities, Hedge Funds, Real Estate, Venture Capital | 1.997 | $1B | https://www.lawandsecurity.org/mission/board-of-advisors/richard-reiss-jr/ https://www.linkedin.com/in/jocelyn-bohn-8529aa52/ https://www.linkedin.com/in/jenny-schwartz-5793514/ | https://www.linkedin.com/company/georgica-advisors-llc/ | Georgica Advisors is a single family office based in New York City. Investments include public equities, hedge funds, real estate, and venture capital. | SF | ||||
| 456 | Gestio Capital Ltd. | Matteo | Manfredi | Principal & Founder | 44 203 290-7619 | matteo@gestiocapital.com | info@gestiocapital.com | 33 Bruton Place | London | W1J 6NP | United Kingdom | Europe | Columbia University | https://www.linkedin.com/in/matteomanfredi/ | Technology, Bio Pharma, Healthcare, Real Estate | €3B | https://www.linkedin.com/company/gestio-capital/ | https://www.gestiocapital.com/ | Gestio Capital is a London based Multi-Family Office set up to deliver a Fully Integrated Family Office Platform to a restricted number of elite entrepreneurs and families. Throughout the years a selected number of partners and families has joined Gestio Capital with the aim of creating synergies to: * Originate innovative market opportunities * Manage wealth professionally and with a very clear process * Deliver long-term capital preservation on an inflation-adjusted basis. | MF | |||||
| Gestio Capital Ltd. | Rémi | Berthon | Member of The Board Of Advisors | 44 203 290-7619 | remi@gestiocapital.com | info@gestiocapital.com | 33 Bruton Place | London | W1J 6NP | United Kingdom | Europe | Paris-Pantheon-Assas University | https://www.linkedin.com/in/rémi-berthon-443245165/ | Technology, Bio Pharma, Healthcare, Real Estate | €3B | https://www.linkedin.com/company/gestio-capital/ | https://www.gestiocapital.com/ | Gestio Capital is a London based Multi-Family Office set up to deliver a Fully Integrated Family Office Platform to a restricted number of elite entrepreneurs and families. Throughout the years a selected number of partners and families has joined Gestio Capital with the aim of creating synergies to: * Originate innovative market opportunities * Manage wealth professionally and with a very clear process * Deliver long-term capital preservation on an inflation-adjusted basis. | MF | ||||||
| Gestio Capital Ltd. | Daniele | Benatoff | Director | 44 203 290-7619 | daniele@gestiocapital.com | info@gestiocapital.com | 33 Bruton Place | London | W1J 6NP | United Kingdom | Europe | University of Pennsylvania | https://www.linkedin.com/in/daniele-benatoff/ | Technology, Bio Pharma, Healthcare, Real Estate | €3B | daniele.benatoff@planetfarms.ag | https://www.planetfarms.ag/ | https://www.gestiocapital.com/ | Gestio Capital is a London based Multi-Family Office set up to deliver a Fully Integrated Family Office Platform to a restricted number of elite entrepreneurs and families. Throughout the years a selected number of partners and families has joined Gestio Capital with the aim of creating synergies to: * Originate innovative market opportunities * Manage wealth professionally and with a very clear process * Deliver long-term capital preservation on an inflation-adjusted basis. | MF | |||||
| 457 | Ghia Multi Family Office | Bruno | Nunes de Paula | Partner | 55 (34) 3222-3608 | bruno@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | Universidade Federal de Uberlândia - UFU | https://www.linkedin.com/in/bndepaula/ | Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds | 2.010 | bruno@ghiainvestimentos.com.br | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | |||
| Ghia Multi Family Office | Thalita | Kauara Sales | Partner | 55 (34) 3222-3608 | thalita@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | Universidade Federal de Uberlândia - UFU | https://www.linkedin.com/in/thalita-kauara-sales-cfp®%EF%B8%8F-cea-6b69b541/ | Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds | 2.010 | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | |||||
| Ghia Multi Family Office | Jessica | Penna Valeriano | Partner | 55 (34) 3222-3608 | jessica@ghiamfo.com.br | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | https://www.linkedin.com/in/jessicapennavaleriano/ | Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds | 2.010 | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | ||||||
| Ghia Multi Family Office | Gustavo | von Gossler | Alternative Funds Analyst | 55 (34) 3222-3608 | ghiamfo@ghiamfo.com.br | Av. Rondon Pacheco, 4600, Torre UBT, 20º andar | Uberlândia | MG | 38405-142 | Brazil | South America | Universidade Presbiteriana Mackenzie | https://www.linkedin.com/in/gustavo-von-gossler-4822421b9/ | Real Estate, Alternative Funds, Hedge Funds, Alternative Investment Funds | 2.010 | https://www.linkedin.com/company/ghiamfo/ | https://www.ghiamfo.com.br/ | This is how Ghia Multi Family Office takes care of the wealth of individuals, families and companies that seek excellence and credibility in every part of the financial planning process. We know that a well-managed asset is much more than surpassing an index. It is to be sure that your investments will be led to the best performances. We were born from the need for quality service for our investments. Since 2010, we have been taking care of high net worth individuals, families and companies, offering a personalized service in line with the needs of each one, with transparency in every part of the process. | MF | ||||||
| 458 | Gilder Partners for Growth, LLC | Ginny | Gilder | CEO & Founder | (206) 210-8701 | scipmylo@gmail.com | 1 Glenwood Avenue | Raleigh | NC | 27603 | United States of America | North America | Yale University | https://www.linkedin.com/in/ginny-gilder-4772b463/ | Gilder Office For Growth invests across asset classes (hedge funds, real estate, private equity, long-only equity, fixed income and credit). | https://www.gilderpartners.com/ | Gilder Partners for Growth is a Registered Investment Advisor that offers a family office approach to investment. Gilder Partners for Growth serves families who want the benefits of a customized, in-house investment platform and/or family office infrastructure, and who find themselves in one or more of the following scenarios: >An anticipated liquidity event from the sale of a core family asset, or from a generational transfer. >A desire to diversify key investment relationships to reduce key-person risk, or to add an asset class with which the family has limited or no experience. >Dissatisfaction with an existing investment relationship due to improperly aligned interests, insufficient expertise, inability to specifically tailor investment offerings to the family’s needs, or investment performance. >Dissolution of an existing family office or shift to outsourcing the investment function. >Difficulty justifying the challenge and expense of establishing a family office. >A lack of sufficient expertise, time, energy or interest required to establish and maintain a family office. | MF | |||||||
| Gilder Partners for Growth, LLC | Dawn | Croissant | Controller | (919) 680-3602 | dawn.croissant@gmail.com | 1 Glenwood Avenue | Raleigh | NC | 27603 | United States of America | North America | Gilder Office For Growth invests across asset classes (hedge funds, real estate, private equity, long-only equity, fixed income and credit). | https://www.gilderpartners.com/ | Gilder Partners for Growth is a Registered Investment Advisor that offers a family office approach to investment. Gilder Partners for Growth serves families who want the benefits of a customized, in-house investment platform and/or family office infrastructure, and who find themselves in one or more of the following scenarios: >An anticipated liquidity event from the sale of a core family asset, or from a generational transfer. >A desire to diversify key investment relationships to reduce key-person risk, or to add an asset class with which the family has limited or no experience. >Dissatisfaction with an existing investment relationship due to improperly aligned interests, insufficient expertise, inability to specifically tailor investment offerings to the family’s needs, or investment performance. >Dissolution of an existing family office or shift to outsourcing the investment function. >Difficulty justifying the challenge and expense of establishing a family office. >A lack of sufficient expertise, time, energy or interest required to establish and maintain a family office. | MF | ||||||||||
| 459 | Gill Wealth & Family Office | Mike | Gill | Managing Partner | 44 207 112-9042 | info@gillwealth.co.uk | Berkeley Square House, Berkeley Square, Mayfair | London | W1J 6BD | United Kingdom | Europe | Commercial Real Estate, FX technology, Biotech, Medtech, Technology, A.I. Development, FX Algorithms, Blockchain, Robotics, Medical Research, Health Care & CBD, AI, Artificial Intelligence | https://www.gillwealth.co.uk/ | Gill & Co is a private single-family office consisting of the Gill Family in UK, America and Asia. Our families have diverse requirements and we are able to meet these through our network of Partners. We work very closely with other Family Offices to build best practices and take guidance so that we are stronger when we listen and smarter when we share. Our Partners have a wealth of Global experience in each field especially in Estate Planning, Trusts & Investment Strategies. Building additional financial security are important to us. We already work with a number of Family Offices in conjunction with Co-Investment structures that fit with our current portfolio and would welcome Seed & Pre Series A investments in Fintech, Biotech & Medtech spaces which are prominent in our current growth strategy. | SF | ||||||||||
| 460 | GISEV Family Office SA | Giammaria | Giuliani | Chairman of the Board | 41 919 732 890 | 41 919 732 899 | info@gisev.com | Contrada di Sassello, 2 | Lugano | 6900 | Switzerland | Europe | https://www.linkedin.com/in/giammaria-giuliani-1a49b01/ | Real Estate, Early Stage Venture Capital | info@giulianifoundation.com | https://giulianifoundation.com/ | http://www.gisev.com/ | As an independent multi-family office GISEV Family Office leads all aspects of our families’ legacies, pursuing growth, protection and transmission and based on consolidated approach. The experience we have gained over the last 60 years and through different economic cycles, combined with the perseverance we adopt to build strong trust-based relationships, enable us to preside over the discontinuities related to the typical generational issues our families encounter. | MF | ||||||
| 461 | Globacor Capital Inc. | John | Bujouves | Chairman | (416) 214-6800 | john@globacor.com | info@globacor.com | 108 Avenue Road | Toronto | ON | M5R 2H3 | Canada | North America | https://www.linkedin.com/in/bujouves/ | Distressed Real Estate Market, Private Equity | 1.996 | https://globacor.com/ | Globacor offers multi family office service. We are a firm established to deliver to you what we do for ourselves. At Globacor, we understand that we will succeed only if our clients do. We have an unwavering commitment to share what we learn with our clients and to infuse everything we do with the knowledge we gain from being a leader in financial services. | MF | ||||||
| Globacor Capital Inc. | Paul | LeBreux | Chief Legal Counsel | (416) 214-6800 | paul@globacor.com | info@globacor.com | 108 Avenue Road | Toronto | ON | M5R 2H3 | Canada | North America | University of Ottawa | https://www.linkedin.com/in/paul-lebreux-41b97429/ | Distressed Real Estate Market, Private Equity | 1.996 | https://globacor.com/ | Globacor offers multi family office service. We are a firm established to deliver to you what we do for ourselves. At Globacor, we understand that we will succeed only if our clients do. We have an unwavering commitment to share what we learn with our clients and to infuse everything we do with the knowledge we gain from being a leader in financial services. | MF | ||||||
| 462 | Global Advisors Chile | Francisco | Javier Cerda Vásquez | Investment Director | 562 2334 3500 | contacto@globaladvisors.net | Av. La Dehesa 1844, Of. 416, Lo Barnechea | Santiago de Chile | Chile | South America | Universidad de La Frontera | https://www.linkedin.com/in/francisco-javier-cerda-vásquez-91638156/ | Real Estate, Private Equity, Technology, Cloud | 1.998 | contacto@iceco.cl | https://www.iceco.cl/ | http://globaladvisors.net/ | Founded in 1998, Global Advisors unites the independence and experience of its Partners and Associates, to provide specialized investment advice focused on the Wealth Management of our clients including Family Offices, business families and high net worth individuals. We are a Multi Family Office in charge of advising business families and high net worth individuals on the best investment alternatives in both financial and real estate assets. Our open architecture allows us to focus on the client since we access a wide range of products and we look for the best for them according to the risk profile and their investment needs. | MF | ||||||
| 463 | Global Multi Family Office | info@globalmfo.com | > Direct equity investments in privately held business; > Short term and long term lending; > Investments in the publically traded securities; > Venture capital investment and lending in startups; > Real Estate; | http://globalmfo.com/ | We offer high quality private asset management services. With us you can always be sure that management of the family wealth is carried out by the true professionals of their craft. Our mission is to combine our empirical knowledge in investment practices, accumulated through many years of experience, with state-of-the-art theoretical insights and models, in order to develop innovative and disciplined investment strategies. We develop long-lasting relationships with our clients, based on mutual trust. Our team actively seeks investment opportunities from the offices in New York and Moscow. We partner with companies across different industries and stages in their development. We employ a variety of financing structures and target equity investments. We demonstrate industry, and financial, operational and leadership expertise to each of our clients. Our core beliefs form the foundation of our investment discipline, which places our clients’ goals and concerns at the center of our services to provide our clients with attractive and competitive returns. Let our experienced team put our core tenets to work for your customized portfolio. | MF | |||||||||||||||||||
| 464 | Global Strategic Financial Group | Eduardo | Galindo | Chief Executive Officer | 55 (21) 98169-9996 | eduardo.galindo@globalstrategicfinancial.com | 1745 Broadway, 17th Floor, Office 1703 | New York | NY | 10019 | United States of America | North America | We work to create structures to facilitate the diversification of investments and asset protection to our customers against political and legal risks in their countries of origin. We form companies and trusts in the US, Europe or offshore jurisdictions, manage private aircraft, yachts and leisure or rental properties, open and control bank and investment accounts, prepare accounting reports and tax returns, write contracts based on US and Europe Law and elaborate family succession and asset protection structures. | Global Strategic Financial Group is a Multi Family Office created to meet the needs of families or business people who wish to set up companies or fiduciary structures, open bank accounts, make investments, or acquire properties or companies in the US and Europe. We work to create structures to facilitate the diversification of investments and asset protection to our customers against political and legal risks in their countries of origin. | MF | 351 213 141 536 | |||||||||
| 465 | Globe Invest Limited | Teddy | Sagi | Chief Executive Officer | 44 207 384-6980 | ts@mediazoo.tv | info@globeinvest.com | 4 Foti Pitta Street, 13rd Floor | Nicosia | 1065 | Cyprus | Europe | Software Developments and Applications, Technology Companies, Financial Services, Real Estate | https://www.linkedin.com/company/globe-invest-ltd/ | https://globeinvest.com/ | Globe Invest Limited acts as the single-family office for the self-made entrepreneur, Teddy Sagi. The family office consists of a team of expert advisors who manage the interests and investments of the principal and whose job is to preserve the principal’s wealth and legacy. This team is involved in the strategic investments of Teddy Sagi and his family in both his private companies and the listed entities in which he is an investor. Globe Invest also acts as a holding company and invests in various sectors including software developments and applications, technology companies, financial services and real estate. | SF | ||||||||
| Globe Invest Limited | Polina | Khodanovich | Personal assistant of Co-CEOs at Globe Invest Ltd. | 44 207 384-6980 | polina.khodanovich@globeinvest.com | info@globeinvest.com | 4 Foti Pitta Street, 13rd Floor | Nicosia | 1065 | Cyprus | Europe | University of Cyprus | https://www.linkedin.com/in/polina-khodanovich-737287163/ | Software Developments and Applications, Technology Companies, Financial Services, Real Estate | https://www.linkedin.com/company/globe-invest-ltd/ | https://globeinvest.com/ | Globe Invest Limited acts as the single-family office for the self-made entrepreneur, Teddy Sagi. The family office consists of a team of expert advisors who manage the interests and investments of the principal and whose job is to preserve the principal’s wealth and legacy. This team is involved in the strategic investments of Teddy Sagi and his family in both his private companies and the listed entities in which he is an investor. Globe Invest also acts as a holding company and invests in various sectors including software developments and applications, technology companies, financial services and real estate. | SF | |||||||
| 466 | GMC Family Office | (702) 900-7022 | gmcfamilyoffice@gmail.com | Vancouver | BC | Canada | North America | Private Equity, Real Estate, Hedge Funds, IT | http://www.gmcfamilyoffice.com/ | The GMC Family Office is the multi-generational investment arms of the Campbell family. The five generations of the Campbell family have deep roots in Canada (primarily Vancouver and its environs) and the USA (primarily Los Angeles and San Francisco). Accordingly today, the Family is focused primarily on international business ventures. The Family has strategic relationships with other international Family Offices, High Net Worth Individuals, VC’s, and strategic individuals that we very carefully integrate with companies we choose to participate in. We examine a wide variety of companies. | SF | ||||||||||||||
| 467 | Goldberg & Partners S.A. | Dirk | Klitsch | Partner & Chief Investment Officer | 41 919 100 583 | dirk.klitsch@goldbergholding.com | info@helvetia-ia.com | Via della Posta 4 | Lugano | CH-6901 | Switzerland | Europe | https://www.linkedin.com/in/dirk-klitsch-17a0a769/ | Asset Supervision, Performance and Fees Audit, Risk Audit, Tax and Consolidated Reports, Art Consulting, Real Estate Consulting, Family Governance Solutions, Wealth Planning Solutions, M&A Project | 2.014 | https://www.goldbergholding.com/ | Goldberg & Partners offers an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide rage of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics. | MF | |||||||
| Goldberg & Partners S.A. | Gianpaolo | Bonalumi | Senior Partner | 41 919 100 583 | giampaolo.bonalumi@goldbergholding.com | info@helvetia-ia.com | Via della Posta 4 | Lugano | CH-6901 | Switzerland | Europe | https://www.linkedin.com/in/giampaolo-bonalumi/ | Asset Supervision, Performance and Fees Audit, Risk Audit, Tax and Consolidated Reports, Art Consulting, Real Estate Consulting, Family Governance Solutions, Wealth Planning Solutions, M&A Project | 2.014 | https://www.goldbergholding.com/ | Goldberg & Partners offers an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide rage of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics. | MF | ||||||||
| 468 | Golden Crown Multi Family Office | Maxim | Tafintsev | Founder Partner, Chairman | 7 903 109 7150 | 852 2537 1010 | maxim.tafintsev@rhlawi.com | Suite 5608, 56/F, Central Plaza, 18 Harbour Road | Hong Kong | Asia | Far East State University | https://www.linkedin.com/in/maxim-tafintsev-19827727/ | Oil & Gas, Real Estate, Aviation, Maritime | 2.012 | maxim.tafintsev@maaloufashford.com | http://www.maaloufashford.com/maxim-tafintsev.html http://www.rhlawi.com/people/tafintsev/ | Wealth Advisory for HNWI from former Soviet Union countries and Soviet Union Satellites countries, Russia, China, Malaysia, Gulf region. | MF | 7 (495) 211 41 88 | ||||||
| 469 | Gonzalez Family Office | Julio | Gonzalez | Chief Executive Officer | Direct: (561) 253-6640 | jgonzalez@engineeredtaxservices.com | 303 Evernia St., Suite 300 | West Palm Beach | FL | 33401 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/julio-gonzalez-tax/ | Specialty Engineering Tax, Direct Real Estate investing, Alternative Investments, Engineered Tax Services, Multi-Family Housing, Mixed Use Office/Retail and other Real Estate Classes | 2.014 | https://www.linkedin.com/in/diane-gonzales-a5414620/ | https://engineeredtaxservices.com/bios/julio-gonzalez/ | Gonzalez Family Office, a single family office for the Gonzalez Family. Mr. Gonzalez is the Founder of Entrepreneurial Family Office with Operational Companies based in Specialty Engineering Tax, Direct Real Estate investing and Alternative investments. Mr. Gonzalez oversee as CEO the Family Operational companies to include Engineered Tax Services (ETS) and Calle Gato Ocho. ETS is the largest boutique engineering tax services firm in the country which provides significant wealth preservation tax studies through cost segregation, energy tax and research and development studies. Calle Gato Ocho was formed by Mr. Gonzalez to invest in direct real estate in the areas of multi-family housing, mixed use office/retail and other real estate classes. Mr. Gonzalez formed the Gonzalez Family Office to diversify investment allocations, launch the family foundation and to coinvest with other family offices. | SF | |||||
| 470 | Gopher Asset Management, Ltd. | Elise | Huang | Managing Partner, CFO | 86 21 8035 8600 | elise.huang@gopherasset.com | gopher@gopherasset.com | Building 2, 1687 Changyang Road | Shanghai | 200090 | China | Asia | University of Dubuque | https://www.linkedin.com/in/qhuang8/ | Private Equity, Real Estate, Funds, Fund-of-Funds, FoF, Secondary Market | 2.010 | $30B | mfo@gopherasset.com | https://www.linkedin.com/company/gopherasset/ | http://www.gopherasset.com/ | Gopher Asset is committed to be a leading alternative asset manager with a focus on Private Equity Investment, Real Estate Fund Investment, Secondary Market Investment, Family Office and Discretionary Account Investment and Institutional Services. | MF | |||
| 471 | GOW Capital | Domingos | Pereira Coutinho | Founding Partner | 351 212 464 6335 | domingos.coutinho@gowcapital.pt | contacto@gowcapital.pt | Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 | Lisbon | 1070-102 | Portugal | Europe | https://www.linkedin.com/in/domingos-pereira-coutinho-1698a8a7/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | ||||||
| GOW Capital | Lucas | Calazans | Compliance Director PFP & Partner | 55 (11) 3044-6445 | lcalazans@gowcapital.pt | contacto@gowcapital.pt | Av. Pres. Juscelino Kubitscheck 1726, Conj. 81 | Sao Paulo | SP | 04543-000 | Brazil | South America | FEI | https://www.linkedin.com/in/lucas-calazans-69a995100/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | |||||
| GOW Capital | Miguel | Moser | Founding Partner | 351 212 464 6335 | miguel.moser@gowcapital.pt | contacto@gowcapital.pt | Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 | Lisbon | 1070-102 | Portugal | Europe | Universidade Católica Portuguesa | https://www.linkedin.com/in/miguel-moser-b1915219/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | ||||||
| GOW Capital | João Cesar | Tourinho | Founding Partner | 351 212 464 6335 | joao.tourinho@gowcapital.pt | contacto@gowcapital.pt | Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 | Lisbon | 1070-102 | Portugal | Europe | Pontifícia Universidade Católica do Rio de Janeiro / Ibmec | https://www.linkedin.com/in/joao-cesar-tourinho-4245711/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | ||||||
| GOW Capital | Celso | Scaramuzza | Partner | 55 (11) 3044-6445 | cscaramuzza@gowcapital.pt | contacto@gowcapital.pt | Av. Pres. Juscelino Kubitscheck 1726, Conj. 81 | Sao Paulo | SP | 04543-000 | Brazil | South America | FAAP - Fundação Armando Alvares Penteado | https://www.linkedin.com/in/celso-scaramuzza-2693b123/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | celso.scaramuzza@itau.com.br | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | ||||
| GOW Capital | Gustavo | Auriemo | Financial Analyst | 351 212 464 6335 | gauriemo@gowcapital.pt | contacto@gowcapital.pt | Avenida Engº Duarte Pacheco, Torre 2 - Amoreiras, 8º Andar, Sala 4 | Lisbon | 1070-102 | Portugal | Europe | King's College London | https://www.linkedin.com/in/gustavo-auriemo/ | Funds, Liquid Investments, Alternative Investments, Real Estate | 2.017 | gustavo.auriemo@gowcapital.pt | https://www.linkedin.com/company/gow-capital/ | http://gowcapital.pt/ | GOW Capital a Multi Family Office. Our focus is to take care of our clients' assets, always looking for the best opportunities in international markets. GOW Capital aims to add value to everything it does and to be a reference of professionalism, quality, dedication and respect for the client. Sustainability values guide our commitment to customers and their future generations. | MF | |||||
| 472 | GOW Capital Gestão de Recursos e Consultoria | Gislene | Palacio de Barros | Partner | 55 (11) 2729-2875 | 55 (11) 2729-2875 | gislene.palacio@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | Universidade Paulista | https://www.linkedin.com/in/gislene-palacio-2692a0164/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||
| GOW Capital Gestão de Recursos e Consultoria | Samanta | Santilli | Partner | 55 (11) 3044-6445 | 55 (11) 2729-2875 | samanta.santilli@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | |||||||
| GOW Capital Gestão de Recursos e Consultoria | Celso | Scaramuzza | Founding Partner | 55 (11) 3044-6445 | 55 (11) 2729-2875 | celso.scaramuzza@gowcapital.com | contato@gowcapital.com | Av. Pres. Juscelino Kubitschek, 1726, Conj. 81, Vila Nova Conceição | Sao Paulo | SP | 04543-000 | Brazil | South America | FAAP - Fundação Armando Alvares Penteado | https://www.linkedin.com/in/celso-scaramuzza-2693b123/ | Financial Markets in Brazil and abroad, Property Investments, Alternatives, Private Equity | 2.018 | celso.scaramuzza@itau.com.br | https://gowcapital.com/ | GOW Capital has a single objective: to add value in everything we do and to be a benchmark for professionalism, quality, dedication and respect for the customer. We have no conflicts of interest, we are remunerated exclusively by our customers and always in a fair and transparent manner. Team Experience: The team's expertise is what ensures the knowledge expected from a multi-family office. | MF | ||||
| 473 | Graham Capital Group, LLC | John | Graham | Chief Executive Officer | Direct: (206) 284-4066 | (206) 284-4060 | John@GramorWa.com | info@gramorwa.com | 950 N. 72nd St., Suite 100 | Seattle | WA | 98103 | United States of America | North America | University of Calgary | https://www.linkedin.com/in/john-graham-oly-41459513/ | Commercial Real Estate Development | 2.007 | $450M | http://www.gramorgroup.com/ | http://www.grahamcapitalgroup.com/ | Graham Capital Group is a single-family office for the Graham Group firm based in Seattle, Washington. The firm was formed in order to acquire and partner with traditional small to middle-market companies and their management teams to create and build value for the long-term. | SF | ||
| Graham Capital Group, LLC | Paul | Raidna | Managing Director | Direct: (206) 812-1033 | (206) 284-4060 | PaulRaidna@GramorWa.com | info@gramorwa.com | 950 N. 72nd St., Suite 100 | Seattle | WA | 98103 | United States of America | North America | University of Washington - Michael G. Foster School of Business | https://www.linkedin.com/in/paul-raidna-7748294/ | Commercial Real Estate Development | 2.007 | $450M | http://www.gramorgroup.com/ | http://www.grahamcapitalgroup.com/ | Graham Capital Group is a single-family office for the Graham Group firm based in Seattle, Washington. The firm was formed in order to acquire and partner with traditional small to middle-market companies and their management teams to create and build value for the long-term. | SF | |||
| Graham Capital Group, LLC | Cory | Shelest | Director | Direct: (206) 284-4065 | (206) 284-4060 | Cory@GramorWA.com | info@gramorwa.com | 950 N. 72nd St., Suite 100 | Seattle | WA | 98103 | United States of America | North America | University of Victoria | https://www.linkedin.com/in/cory-shelest-1b3a523/ | Commercial Real Estate Development | 2.007 | $450M | http://www.gramorgroup.com/ | http://www.grahamcapitalgroup.com/ | Graham Capital Group is a single-family office for the Graham Group firm based in Seattle, Washington. The firm was formed in order to acquire and partner with traditional small to middle-market companies and their management teams to create and build value for the long-term. | SF | |||
| 474 | Granger Group | Jason | Granger | Family Office Investments | (616) 248-3566 | jgranger@grangergroup.us | grangergroup@grangergroup.us | 2380 Health Drive SW., Suite 210 | Wyoming | MI | 49519 | United States of America | North America | Ferris State University | https://www.linkedin.com/in/jasongranger/ | Real Estate, Health Care, Healthcare, Retail, Residential Real Estate, Commercial Real Estate | 1.997 | $125M | https://www.linkedin.com/company/granger-group/ | https://www.grangergroup.us/ | Granger Group, a private family office firm for the Granger family. Granger has developed over $2 billion of real estate investment since 1997. Currently we have over $125 million assets under our management. | SF | |||
| Granger Group | Terry | Wolter | Chief Operating Officer | (616) 248-3566 | terry.wolter@yahoo.com | grangergroup@grangergroup.us | 2380 Health Drive SW., Suite 210 | Wyoming | MI | 49519 | United States of America | North America | Michigan Technological University / Grand Valley State University | https://www.linkedin.com/in/terrywolter/ | Real Estate, Health Care, Healthcare, Retail, Residential Real Estate, Commercial Real Estate | 1.997 | $125M | https://www.linkedin.com/company/granger-group/ | https://www.grangergroup.us/ | Granger Group, a private family office firm for the Granger family. Granger has developed over $2 billion of real estate investment since 1997. Currently we have over $125 million assets under our management. | SF | ||||
| Granger Group | Gary | Granger | Chairman & CEO | (616) 248-3566 | ggranger@grangergroup.us | grangergroup@grangergroup.us | 2380 Health Drive SW., Suite 210 | Wyoming | MI | 49519 | United States of America | North America | University of Colorado Boulder / Harvard Business School | https://www.linkedin.com/in/gary-granger-p-e-818b6a5a/ | Real Estate, Health Care, Healthcare, Retail, Residential Real Estate, Commercial Real Estate | 1.997 | $125M | https://www.linkedin.com/company/granger-group/ | https://www.grangergroup.us/ | Granger Group, a private family office firm for the Granger family. Granger has developed over $2 billion of real estate investment since 1997. Currently we have over $125 million assets under our management. | SF | ||||
| 475 | Grapevine Partners, LLC | Jill | Asrael | Chief Financial Officer | Office: (404) 480-1837, Direct: (404) 554-4996 | (404) 554-0455 | jill.asrael@bermancapital.com | 3475 Lenox Road, Suite 970 | Atlanta | GA | 30326 | United States of America | North America | Washington University in St. Louis | https://www.linkedin.com/in/jill-asrael-cpa-a966775b/ | Private Equity, Real Estate, Hedge Funds | 2.001 | operations@bermancapital.com, wealthadvisors@bermancapital.com | https://www.bermancapital.com/team/jill-asrael-cpa/ | Since 2001, Jill Asrael has been the CFO of Grapevine Partners, a single family office and now a Berman Capital Advisors client, where she has managed all of the family’s financial interests including investment managers, tax professionals, insurance professionals and estate planning attorneys. | SF | ||||
| 476 | GRC Investment Group | Kamil | Homsi | Founder & CEO | (212) 564-8777 | (212) 564-8733 | kamil@globalrealtycapital.com | info@globalrealtycapital.com | 1270 Broadway, Suite 708 | New York | NY | 10001 | United States of America | North America | https://www.linkedin.com/in/kamilhomsi/ | Real Estate | 2.000 | http://globalrealtycapital.com/ Skype: kamil.homsi | GRC Investment Group is a Single Family Office dedicated to its member’s wealth that is derived from six decades of investments in Fossil fuel, Renewable energy and Real Assets in the GCC region and abroad. The SFO invests its own capital in direct investments and Co-invest with private equity partners, SFO’s and HNW investors. Since inception the SFO has been successful in building a sizable portfolio worldwide of assets in various industries that includes renewable energy, pharmaceuticals, and medical technology. The group is further developing a real estate lending platform with focus on commercial real estate in the USA. | SF | |||||
| 477 | Green Mesa Capital, LLC | Randy | Norton | Founding Partner | (702) 990-3359 | randy@marriottschool.byu.net | partners@greenmesacapital.com | 170 S. Green Valley Pkwy, Suite 300 | Henderson | NV | 89012 | United States of America | North America | Harvard University | https://www.linkedin.com/in/randycnorton/ | Senior High-Yield Debt, Mezzanine Debt, Recapitalizations, Legacy Debt, RealTech, FinTech, Venture, Equity Bonds, Preferred Equity, Public Equity, REIT | 2.014 | Skype: randycnorton https://www.linkedin.com/company/greenmesacapital/ | https://greenmesacapital.com/ | Green Mesa Capital is privately owned and independently operated as a single-family office. Headquartered in Nevada, the Company was founded in 2014 specializing in traditional and alternative investments. The public-facing investment mandate is heavily weighted towards a multi-strategy single-sector focus: institutional real estate in North America and Western Europe. A real estate and alternative investment portfolio consists of four asset classes: (i) venture; (ii) private debt; (iii) private equity; and (iv) marketable securities. | SF | ||||
| 478 | Green Wealth Management Group | Randall | Green | President | (952) 473-4074 | (952) 473-4069 | randall.green@greenwmg.com | info@greenwmg.com | 701 East Lake Street, Suite 200 | Wayzata | MN | 55391 | United States of America | North America | Real Estate, Private Equity | 2.018 | https://www.greenwmg.com/ | Green Wealth Management is a single-family office based in Wayzata, Minnesota. Established in 2018, the firm helps its clients with personal financial strategies. The assets are managed by an executive team. | SF | ||||||
| Green Wealth Management Group | Fred | LeGrand | Managing Principal, First President & Wealth Advisor | (952) 473-4067 | (952) 473-4069 | fred.legrand@greenwmg.com | info@greenwmg.com | 701 East Lake Street, Suite 200 | Wayzata | MN | 55391 | United States of America | North America | DePaul University | https://www.linkedin.com/in/fred-legrand-cfp®-2792a659/ | Real Estate, Private Equity | 2.018 | https://www.greenwmg.com/ | Green Wealth Management is a single-family office based in Wayzata, Minnesota. Established in 2018, the firm helps its clients with personal financial strategies. The assets are managed by an executive team. | SF | |||||
| Green Wealth Management Group | Riley | Howard | First Vice President | (952) 473-4066 | (952) 473-4069 | riley.howard@greenwmg.com | info@greenwmg.com | 701 East Lake Street, Suite 200 | Wayzata | MN | 55391 | United States of America | North America | University of Minnesota Duluth | https://www.linkedin.com/in/rileyhoward/ | Real Estate, Private Equity | 2.018 | https://www.greenwmg.com/ | Green Wealth Management is a single-family office based in Wayzata, Minnesota. Established in 2018, the firm helps its clients with personal financial strategies. The assets are managed by an executive team. | SF | |||||
| Green Wealth Management Group | David | Stepanek | Vice President | (952) 473-4073 | (952) 473-4069 | david.stepanek@greenwmg.com | info@greenwmg.com | 701 East Lake Street, Suite 200 | Wayzata | MN | 55391 | United States of America | North America | https://www.linkedin.com/in/david-stepanek-b0840011/ | Real Estate, Private Equity | 2.018 | https://www.greenwmg.com/ | Green Wealth Management is a single-family office based in Wayzata, Minnesota. Established in 2018, the firm helps its clients with personal financial strategies. The assets are managed by an executive team. | SF | ||||||
| Green Wealth Management Group | Brian | Grahek | Vice President | (952) 473-4071 | (952) 473-4069 | brian.grahek@greenwmg.com | info@greenwmg.com | 701 East Lake Street, Suite 200 | Wayzata | MN | 55391 | United States of America | North America | St Cloud State University | https://www.linkedin.com/in/briangrahek/ | Real Estate, Private Equity | 2.018 | https://www.greenwmg.com/ | Green Wealth Management is a single-family office based in Wayzata, Minnesota. Established in 2018, the firm helps its clients with personal financial strategies. The assets are managed by an executive team. | SF | |||||
| 479 | Griswold Family Office | Susan | Griswold | Administration | Direct: (417) 883-4900, Mobile: (417) 554-1119 | susie@blacksuitcap.com | The Woodlands | TX | 77381 | United States of America | North America | University of Guam | https://www.linkedin.com/in/sgriswold/ | Real Estate | 2.020 | sgriswold@kw.com | https://blacksuit.capital/ | https://griswoldfo.com/ | Single Family Office firm for the Griswold family. The Griswold Family Association owns and maintains an historic house in Wethersfield, Connecticut. The original house was owned by Michael Griswold; most of the house as it exists today was constructed in 1730 by his son, Michael. The half-brothers Edward and Matthew came to North America in 1639, and settled in Windsor, Connecticut. Francis, who may have been a cousin to Edward, was baptized 10th January, 1605/6 at Henley-in-Arden, Warwickshire. He came to North America in 1636 and settled in Cambridge, Massachusetts. Michael appears to be a fourth cousin once removed to Edward and half brothers Matthew and Thomas. Their common ancestor would be John Greswold, Esq., born c. 1440. Our Michael Griswold house is one of the best known structures in the Wethersfield Historic District. We can be very proud of the home and pledge to continue the responsible care of our GFA headquarters and historic landmark. We hope that descendants of Michael, Edward, Francis and Matthew all consider supporting this project. The Michael Griswold house stands as a living community museum of our entire family’s heritage. Please consider making a donation, a pledge, or memorial contribution. All contributions will be listed in our family GFA Bulletin and on a Restoration Fund Drive plaque we are designing for display at the house. All donations will be deposited in a special account dedicated to the project. Memorial donations are a perfect way to remember and recognize a special member of your family. Donations in check form should be made out to “Michael Griswold House Restoration Fund” and be mailed to our GFA Treasurer Jack Hooten. Pledge payment commitments should be detailed on the contribution form and the first installment sent with the pledge form. Members also have the option of making payment through Pay Pal. If you pay online but want to designate a memorial contribution, please send a cover email or letter to the treasurer with all pertinent information. | SF | |||||
| Griswold Family Office | Wayne | Griswold | Chief Executive Officer | Mobile: (314) 313-4196 | wayne@blacksuitcap.com | The Woodlands | TX | 77381 | United States of America | North America | University of Wisconsin-Milwaukee | https://www.linkedin.com/in/wgriswold/ | Real Estate | 2.020 | griswoldverizon@gmail.com | https://accap.co/ | https://griswoldfo.com/ | Single Family Office firm for the Griswold family. The Griswold Family Association owns and maintains an historic house in Wethersfield, Connecticut. The original house was owned by Michael Griswold; most of the house as it exists today was constructed in 1730 by his son, Michael. The half-brothers Edward and Matthew came to North America in 1639, and settled in Windsor, Connecticut. Francis, who may have been a cousin to Edward, was baptized 10th January, 1605/6 at Henley-in-Arden, Warwickshire. He came to North America in 1636 and settled in Cambridge, Massachusetts. Michael appears to be a fourth cousin once removed to Edward and half brothers Matthew and Thomas. Their common ancestor would be John Greswold, Esq., born c. 1440. Our Michael Griswold house is one of the best known structures in the Wethersfield Historic District. We can be very proud of the home and pledge to continue the responsible care of our GFA headquarters and historic landmark. We hope that descendants of Michael, Edward, Francis and Matthew all consider supporting this project. The Michael Griswold house stands as a living community museum of our entire family’s heritage. Please consider making a donation, a pledge, or memorial contribution. All contributions will be listed in our family GFA Bulletin and on a Restoration Fund Drive plaque we are designing for display at the house. All donations will be deposited in a special account dedicated to the project. Memorial donations are a perfect way to remember and recognize a special member of your family. Donations in check form should be made out to “Michael Griswold House Restoration Fund” and be mailed to our GFA Treasurer Jack Hooten. Pledge payment commitments should be detailed on the contribution form and the first installment sent with the pledge form. Members also have the option of making payment through Pay Pal. If you pay online but want to designate a memorial contribution, please send a cover email or letter to the treasurer with all pertinent information. | SF | ||||||
| Griswold Family Office | Michael | Griswold | Executive Director | michael@griswoldfo.com | The Woodlands | TX | 77381 | United States of America | North America | https://www.linkedin.com/in/mgriz/ | Real Estate | 2.020 | https://blacksuit.capital/ | https://griswoldfo.com/ | Single Family Office firm for the Griswold family. The Griswold Family Association owns and maintains an historic house in Wethersfield, Connecticut. The original house was owned by Michael Griswold; most of the house as it exists today was constructed in 1730 by his son, Michael. The half-brothers Edward and Matthew came to North America in 1639, and settled in Windsor, Connecticut. Francis, who may have been a cousin to Edward, was baptized 10th January, 1605/6 at Henley-in-Arden, Warwickshire. He came to North America in 1636 and settled in Cambridge, Massachusetts. Michael appears to be a fourth cousin once removed to Edward and half brothers Matthew and Thomas. Their common ancestor would be John Greswold, Esq., born c. 1440. Our Michael Griswold house is one of the best known structures in the Wethersfield Historic District. We can be very proud of the home and pledge to continue the responsible care of our GFA headquarters and historic landmark. We hope that descendants of Michael, Edward, Francis and Matthew all consider supporting this project. The Michael Griswold house stands as a living community museum of our entire family’s heritage. Please consider making a donation, a pledge, or memorial contribution. All contributions will be listed in our family GFA Bulletin and on a Restoration Fund Drive plaque we are designing for display at the house. All donations will be deposited in a special account dedicated to the project. Memorial donations are a perfect way to remember and recognize a special member of your family. Donations in check form should be made out to “Michael Griswold House Restoration Fund” and be mailed to our GFA Treasurer Jack Hooten. Pledge payment commitments should be detailed on the contribution form and the first installment sent with the pledge form. Members also have the option of making payment through Pay Pal. If you pay online but want to designate a memorial contribution, please send a cover email or letter to the treasurer with all pertinent information. | SF | |||||||||
| Griswold Family Office | Elisabeth | Griswold | Executive Administrator | elisabeth@blacksuitcap.com | The Woodlands | TX | 77381 | United States of America | North America | https://www.linkedin.com/in/egriz/ | Real Estate | 2.020 | https://blacksuit.capital/ | https://griswoldfo.com/ | Single Family Office firm for the Griswold family. The Griswold Family Association owns and maintains an historic house in Wethersfield, Connecticut. The original house was owned by Michael Griswold; most of the house as it exists today was constructed in 1730 by his son, Michael. The half-brothers Edward and Matthew came to North America in 1639, and settled in Windsor, Connecticut. Francis, who may have been a cousin to Edward, was baptized 10th January, 1605/6 at Henley-in-Arden, Warwickshire. He came to North America in 1636 and settled in Cambridge, Massachusetts. Michael appears to be a fourth cousin once removed to Edward and half brothers Matthew and Thomas. Their common ancestor would be John Greswold, Esq., born c. 1440. Our Michael Griswold house is one of the best known structures in the Wethersfield Historic District. We can be very proud of the home and pledge to continue the responsible care of our GFA headquarters and historic landmark. We hope that descendants of Michael, Edward, Francis and Matthew all consider supporting this project. The Michael Griswold house stands as a living community museum of our entire family’s heritage. Please consider making a donation, a pledge, or memorial contribution. All contributions will be listed in our family GFA Bulletin and on a Restoration Fund Drive plaque we are designing for display at the house. All donations will be deposited in a special account dedicated to the project. Memorial donations are a perfect way to remember and recognize a special member of your family. Donations in check form should be made out to “Michael Griswold House Restoration Fund” and be mailed to our GFA Treasurer Jack Hooten. Pledge payment commitments should be detailed on the contribution form and the first installment sent with the pledge form. Members also have the option of making payment through Pay Pal. If you pay online but want to designate a memorial contribution, please send a cover email or letter to the treasurer with all pertinent information. | SF | |||||||||
| 480 | Grosvenor Family Office | Nicholas | Dobbs | Head of Family Office & Rural Estates | 44 207 408-0988 | 44 207 629-9115 | nicholas.dobbs@grosvenor.com | Eaton Estate Office, Eccleston | Chester | CH4 9ET | United Kingdom | Europe | https://www.linkedin.com/in/nicholas-dobbs-51bb93135/ | Real Estate and Rural Estates in the UK and one in Spain (Long Equity and Bond, Portfolios, Commodity, Hedge Fund, Private Equity) | 1.814 | $67.3B | https://www.linkedin.com/company/grosvenor/ | https://www.grosvenorestate.com/ | The Grosvenor Estate is a single family office of the Grosvenor Family, headed by the Duke of Westminster. | SF | |||||
| Grosvenor Family Office | Miranda | Ellaby | Investments & Charities Finance Manager | 44 207 408-0988 | 44 207 629-9115 | miranda.ellaby@grosvenor.com | Eaton Estate Office, Eccleston | Chester | CH4 9ET | United Kingdom | Europe | The University of Sheffield | https://www.linkedin.com/in/miranda-ellaby-5a57a67b/ | Real Estate and Rural Estates in the UK and one in Spain (Long Equity and Bond, Portfolios, Commodity, Hedge Fund, Private Equity) | 1.814 | $67.3B | https://www.linkedin.com/company/grosvenor/ | https://www.grosvenorestate.com/ | The Grosvenor Estate is a single family office of the Grosvenor Family, headed by the Duke of Westminster. | SF | |||||
| 481 | Grupo Corfri | Jean | Fribourg | Chairman & Chief Executive Officer | jfribourg@corfri.com | communication@corfri.com | Calle Juan Esplandiú, 15 – Planta 5ª | Madrid | 28007 | Spain | Europe | HEC Paris | https://www.linkedin.com/in/jeanfribourg/ | Bonds, Stocks, Mutual Funds, Real Estate, and Private Equity/Venture Capital | info@fribourgandpartners.com | http://fribourgandpartners.com/en/company/ | http://www.corfri.com/ | Grupo Corfri is a single family office firm for the owners of Corporación Frigorifica SA. | SF | ||||||
| Grupo Corfri | Mercedes | García | Investment Manager | 34 915 572 213 | mgarcia@corfri.com | communication@corfri.com | Calle Juan Esplandiú, 15 – Planta 5ª | Madrid | 28007 | Spain | Europe | Bonds, Stocks, Mutual Funds, Real Estate, and Private Equity/Venture Capital | info@fribourgandpartners.com | http://fribourgandpartners.com/en/company/ | http://www.corfri.com/ | Grupo Corfri is a single family office firm for the owners of Corporación Frigorifica SA. | SF | ||||||||
| 482 | Grupo Zriser | Eliseo | Garcia | Investment Director | 34 963 531 339 | 34 963 427 720 | eliseogarcia@zriser.es | info@zriser.es | Ayuntamiento 27, 6º | Valencia | 46002 | Spain | Europe | Universitat Politècnica de València (UPV) | https://www.linkedin.com/in/eliseo-garcia-sc/ | Industrial, Real Estate, Technological, Financial | 2.007 | €150M | https://www.linkedin.com/company/zriser/ | https://www.zriser.es/ | Zriser Group starts in 2007 because of the initiative of Ana and Pablo Serratosa Luján, who decided to change their family investment strategy. This decision started a new stage for their asset management scheme, formerly based only on corporate acquisitions, evolving to an asset allocation strategy based on three asset investment classes: capital markets, corporate acquisitions and real estate. The know-how acquired during generations, has allowed us to evolve to a management model focused on a reasonable risk-profitability balance, and aimed to permit the continuity and development of our family business through future generations. We have been able to build a highly competent management team, who shares with us the same values and enthusiasm, with a total commitment to our Zriser Group project and to our family. We believe that with hard work, eagerness and dedication we will successfully achieve our goals and objectives. | SF | |||
| Grupo Zriser | Marta | Martínez Arroyo | Financial Director | 34 963 531 339 | 34 963 427 720 | mmartinez@zriser.es | info@zriser.es | Ayuntamiento 27, 6º | Valencia | 46002 | Spain | Europe | Universidad de Valencia | https://www.linkedin.com/in/marta-mart%C3%ADnez-arroyo-231965247/ | Industrial, Real Estate, Technological, Financial | 2.007 | €150M | https://www.linkedin.com/company/zriser/ | https://www.zriser.es/ | Zriser Group starts in 2007 because of the initiative of Ana and Pablo Serratosa Luján, who decided to change their family investment strategy. This decision started a new stage for their asset management scheme, formerly based only on corporate acquisitions, evolving to an asset allocation strategy based on three asset investment classes: capital markets, corporate acquisitions and real estate. The know-how acquired during generations, has allowed us to evolve to a management model focused on a reasonable risk-profitability balance, and aimed to permit the continuity and development of our family business through future generations. We have been able to build a highly competent management team, who shares with us the same values and enthusiasm, with a total commitment to our Zriser Group project and to our family. We believe that with hard work, eagerness and dedication we will successfully achieve our goals and objectives. | SF | ||||
| 483 | GT Family Office AG | Marcus | Hartmann | Chairman | 41 442 696 666 | hartmann@gtgroup.ch | info@gtgroup.ch | Dufourstrasse 10 | Zollikon | CH-8702 | Switzerland | Europe | Swiss Board School, Directors Program, University of St. Gallen | https://www.linkedin.com/in/marcus-hartmann-1659a0187/ | Swiss Commercial Real Estate | 1.993 | marcus.hartmann@fio-partners.ch, mh@epfinance.ch, marcus.hartmann@teximp.com, hartmann@gtgroup.ch, ha@swisscogroupag.com | https://www.swisscogroupag.com/ https://www.montemar-immobilien.de/ https://epfinance.ch/ https://www.fio-partners.ch/ | https://gtgroup.ch/ | GT Family Office was established as an independent Swiss multi-family office in 1993. Due to our extensive experience, we provide our family office services to high-net worth Swiss and foreign families, private individuals, companies and investors. Our best practice approach combines all associated expertise with the highest standards of quality. | MF | ||||
| GT Family Office AG | Rino | Padruns | Member of the Board of Directors | 41 442 696 666 | padrun@gtgroup.ch | info@gtgroup.ch | Dufourstrasse 10 | Zollikon | CH-8702 | Switzerland | Europe | https://www.linkedin.com/in/rino-padrun-55472a68/ | Swiss Commercial Real Estate | 1.993 | contact@gtgroup.ch | https://www.linkedin.com/company/gt-family-office-ltd/ | https://gtgroup.ch/ | GT Family Office was established as an independent Swiss multi-family office in 1993. Due to our extensive experience, we provide our family office services to high-net worth Swiss and foreign families, private individuals, companies and investors. Our best practice approach combines all associated expertise with the highest standards of quality. | MF | ||||||
| GT Family Office AG | Philipp | Thielen | Chief Executive Officer | 41 442 696 666 | thielen@gtgroup.ch | info@gtgroup.ch | Dufourstrasse 10 | Zollikon | CH-8702 | Switzerland | Europe | Harvard University | https://www.linkedin.com/in/philipp-thielen-9a748bb5/ | Swiss Commercial Real Estate | 1.993 | contact@gtgroup.ch | https://www.linkedin.com/company/gt-family-office-ltd/ | https://gtgroup.ch/ | GT Family Office was established as an independent Swiss multi-family office in 1993. Due to our extensive experience, we provide our family office services to high-net worth Swiss and foreign families, private individuals, companies and investors. Our best practice approach combines all associated expertise with the highest standards of quality. | MF | |||||
| 484 | GTCC Wealth | George | Khouri | Founder | 971 4575 1311 | info@gtccwealth.com | P.O. Box 53336 | Dubai | United Arab Emirates | Asia | Northern Arizona University | https://www.linkedin.com/in/george-khouri-24b4b01/ | Private Banking, Global Real Estate and Private Equity for Start-Ups | 2.020 | https://www.linkedin.com/company/gtccwealth/ | https://www.gtccwealth.com/ | GTCC Wealth is a single family office that focuses on investment management in private banking, global real estate and private equity for start-ups. Our family mission is to protect and build the family wealth and transfer to the next generation through on the job education of our core values: Ohana (a close network of families), professional diligence, value of inheritance and social responsibilities. | SF | Office: JBC 5 Building, Cluster W, Jumeirah Lake Towers, 1009 Dubai United Arab Emirates | ||||||
| 485 | Gunster Family Office | Maria | Gunster-Smith | Chief Executive Officer | maria.gunster.smith@gmail.com | Monte Carlo | Monaco | Europe | https://www.linkedin.com/in/maria-g-24194abb/ | Real Estate, Private Equity, Public Markets | Gunster Family Office, a Monaco-based single family office firm for the Gunster Family. Pursuing investment opportunities in European and Asian real estate, specifically in the hospitality space. | SF | |||||||||||||
| 486 | Gutierrez Group | Felipe | Gutierrez | CEO & Partner | Mobile: 57 320 7 254 732 | felipegutierrez@gutierrezgroup.com.co | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | Universidad de Viña del Mar | https://www.linkedin.com/in/felipe-gutierrez-18492b34/ | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ https://www.facebook.com/GutierrezGroupCo/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | |||||
| Gutierrez Group | Juan Darío | Gutierrez | CLO | 57 43 228 898 | jdg@jdglawadvisors.com | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ https://www.facebook.com/GutierrezGroupCo/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | ||||||||
| Gutierrez Group | Daniel | Gutierrez | Associate Project Manager | 57 43 228 898 | danielgutierrez@gutierrezgroup.com.co | contact@gutierrezgroup.com.co | Calle 7 sur #42-70 Edificio Forum Oficina 209 | Medellín | Colombia | South America | Universidad EAFIT | https://www.linkedin.com/in/daniel-gutierrez-a03137176/ | Concierge, Real Estate, Property | 2.015 | https://www.linkedin.com/company/gutierrezgroup/ | https://gutierrezgroup.com.co/ | Gutierrez Group is a Boutique Multi-Family Office specialized in providing legal advisory, investment, business, and general consulting to foreigners living and/or investing in Colombia. Our firm acts as a personal CEO, offering a dedicated, talented and passionate team of professionals, including the owners, who can oversee and manage the complete array of your financial and legal affairs in Colombia. We devote ourselves to develop client–oriented, long-term and mutually meaningful relationships with our clients. As a result of both deep knowledge of law and business, as well of multi-cultural and linguistic knowledge arising of education abroad and years of experience, we are able to better understand and serve foreign clients as they pursue proper implantation into the Colombian legal, business and living frameworks. This is exactly why we have specialized in providing our professional services to foreigners looking to invest, relocate or engage in business in Colombia. Nonetheless, we also cater to Colombian citizens, small and medium size corporations, multinationals and companies new to doing business in Colombia. | MF | Edificio Staff: Carrera 43B No 16-41, Oficina 903 Medellin, Antioquia 05001 Colombia | ||||||
| 487 | Hallwood Family Office | Anthony | Gumbiner | Chairman & Managing Director | (214) 528-5588 | hallwood@monaco.mc | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | https://www.linkedin.com/in/anthony-gumbiner-75504812/ | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | |||||||
| Hallwood Family Office | Gert | Lessing | Managing Director | (214) 393-0211 | hallwood2@monaco.mc | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | https://www.linkedin.com/in/gert-lessing-5a065039/ | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | glessing@hallwoodmodular.com | https://hallwoodmodular.com/ | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | ||||||
| Hallwood Family Office | Celine | Gumbiner Jacobson | Managing Director | (214) 528-5588 | celinegumbiner@monaco.mc | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | |||||||||
| Hallwood Family Office | Richard | Kelley | Chief Financial Officer | (214) 528-5588 | rkelley@hallwood.com | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | https://www.linkedin.com/in/richard-kelley-1236b57/ | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | ||||||||
| Hallwood Family Office | Joe | Koenig | Chief Financial Officer | (214) 528-5588 | joek@hallwood.com | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | https://www.linkedin.com/in/joe-koenig-881a2411/ | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | ||||||||
| Hallwood Family Office | John | Aplin | Tax Manager | (214) 528-5588 | hallwood@monaco.mc | 10440 N. Central Expressway, Suite 240 | Dallas | TX | 75231 | United States of America | North America | https://www.linkedin.com/in/john-aplin-84b49813/ | Textile Products, Oil and Gas, Protective Building Systems for the Oil and Gas Industry, Litigation Finance, Music Media, Real Estate and Money Management, Eneergy, Supplies Technical Textile Products to the Military, Medical, Industrial and Consumer Markets | 1.938 | https://hallwood.com/ | Hallwood was formed in England in 1938. Hallwood’s shares were formally listed first on the London Stock Exchange then on the New York Stock Exchange. The company was taken private in 2015. Hallwood is a Monaco and Dallas based family office that has for many years specialized in investing and providing financing to companies in the U.S. and the U.K. Hallwood currently has investments in textile products, oil and gas, protective building systems for the oil and gas industry, litigation finance, music media, real estate and money management. Our wholly-owned subsidiary Brookwood Companies supplies technical textile products to the military, medical, industrial and consumer markets. We own a controlling interest in Hallwood Modular Buildings, which leases its fleet of patent protected Blast Resistant Modules to Chemical Plants and Refineries throughout North America. We have a substantial interest in BlueCrest Energy, an Alaskan based oil and gas company. | MF | ||||||||
| 488 | Halstatt Legacy Partners | Patrick | George | Principal & Chief Investment Officer | (239) 263-2360 | pgeorge@halstatt.com | 2640 Golden Gate Pkwy. | Naples | FL | 34105 | United States of America | North America | Harvard University | https://www.linkedin.com/in/patrick-george-6247702/ | Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments | 2.013 | https://www.linkedin.com/company/halstatt-legacy-partners/ | https://www.halstattlegacy.com/ | Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. | MF | |||||
| Halstatt Legacy Partners | Jenna | Rambaud | Public Relations & Investor Communications | (239) 263-2360 | jrambaud@halstatt.com | 2640 Golden Gate Pkwy. | Naples | FL | 34105 | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/jenna-rambaud/ | Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments | 2.013 | https://www.linkedin.com/company/halstatt-legacy-partners/ | https://www.halstattlegacy.com/ | Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. | MF | ||||||
| Halstatt Legacy Partners | Peter | Michaels | Senior Associate | (239) 263-2360 | pmichaels@halstatt.com | 2640 Golden Gate Pkwy. | Naples | FL | 34105 | United States of America | North America | University of Florida | https://www.linkedin.com/in/michaelspeter/ | Public and Private Equities, Fixed Income, Commodities, Communications, Hedging Strategies, Real Estate and various other Alternative Investments | 2.013 | https://www.linkedin.com/company/halstatt-legacy-partners/ | https://www.halstattlegacy.com/ | Halstatt Legacy Partners is a family office focused on acquiring great companies to hold for the long term. Halstatt Legacy Partners' mission is to help exceptional entrepreneurs, motivated by intellectual challenge, autonomy, customer value creation, teamwork and wealth generation to optimize their search for the right acquisition, and their ability lead that business to new levels of growth and profitability. We achieve this mission through teaching our partners acquisition search best practices, advice and mentoring from seasoned executives, technology tools, due diligence assistance from legal and accounting resources, deal negotiation and structuring support and search, acquisition and growth capital. | MF | ||||||
| 489 | Hanover Private Client Corporation | Christopher | Kay | Associate | Direct: (416) 594-0669 | (416) 594-3322 | ckay@hanoverprivate.com | info@hanoverprivate.com | 390 Bay Street, Suite 1704 | Toronto | ON | M5H 2Y2 | Canada | North America | Ryerson University | https://www.linkedin.com/in/chrisjkay/ | Private Equity, Venture Capital, Real Estate and Hedge Funds | 1.999 | https://www.linkedin.com/company/hanover-private-client-corporation/ | https://hanoverprivate.com/ | Hanover Private Client Corporation is a multi-family office serving business owners, senior professionals and executives, and estate trustees. Our clients turn to us to resolve their investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns. | MF | |||
| Hanover Private Client Corporation | Thomas | Trainor | Managing Director | (416) 594-3222 | (416) 594-3322 | ttrainor@hanoverprivate.com | info@hanoverprivate.com | 390 Bay Street, Suite 1704 | Toronto | ON | M5H 2Y2 | Canada | North America | Dalhousie University | https://www.linkedin.com/in/tomtrainorca/ | Private Equity, Venture Capital, Real Estate and Hedge Funds | 1.999 | https://www.linkedin.com/company/hanover-private-client-corporation/ | https://hanoverprivate.com/ | Hanover Private Client Corporation is a multi-family office serving business owners, senior professionals and executives, and estate trustees. Our clients turn to us to resolve their investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns. | MF | ||||
| 490 | HâpyFew Multi Family Office | Sophie | Breuil | Founding Partner | 33 610 496 133 | sophie.breuil@hapyfew.fr | contactweb@hapyfew.fr | 33 rue de Galilée | Paris | 75016 | France | Europe | UNIVERSITE D'AUVERGNE | https://www.linkedin.com/in/sophie-breuil-b064145/ | Financial Assets, Real Assets, Family Business, Private Equity, Real Estate, Artistic Heritage | 2.019 | https://www.linkedin.com/company/h%C3%A2pyfew-multi-family-office/ | https://www.hapyfew.fr/ | HâpyFew's ambition is to support families and business leaders, in the management of their private & professional assets, by deploying: • a tailor-made consulting & wealth engineering approach that is long-term and integrates a transgenerational family vision, • a multi-asset class vision, embracing financial assets and real assets, family business, private equity, real estate investments, artistic heritage... • support for the search for financing, banking or other, • a total architecture open to banks, management companies, insurance companies, private equity and real estate players, etc., with a national & international dimension. The objective of HâpyFew is to pool a diversity of expertise in order to offer our customers: • the requirement of a single family office serving several families, • a club spirit & sharing of experiences between families, • internal skills and the coordination of a network of experts: a true role of CONDUCTOR! | MF | |||||
| HâpyFew Multi Family Office | Jean-Antoine | Breuil | Chief Investment Officer | 33 610 496 133 | jean-antoine.breuil@hapyfew.fr | contactweb@hapyfew.fr | 33 rue de Galilée | Paris | 75016 | France | Europe | https://www.linkedin.com/in/jean-antoine-breuil-96b3b1114/ | Financial Assets, Real Assets, Family Business, Private Equity, Real Estate, Artistic Heritage | 2.019 | https://www.linkedin.com/company/h%C3%A2pyfew-multi-family-office/ | https://www.hapyfew.fr/ | HâpyFew's ambition is to support families and business leaders, in the management of their private & professional assets, by deploying: • a tailor-made consulting & wealth engineering approach that is long-term and integrates a transgenerational family vision, • a multi-asset class vision, embracing financial assets and real assets, family business, private equity, real estate investments, artistic heritage... • support for the search for financing, banking or other, • a total architecture open to banks, management companies, insurance companies, private equity and real estate players, etc., with a national & international dimension. The objective of HâpyFew is to pool a diversity of expertise in order to offer our customers: • the requirement of a single family office serving several families, • a club spirit & sharing of experiences between families, • internal skills and the coordination of a network of experts: a true role of CONDUCTOR! | MF | |||||||
| 491 | Harald Quandt Holding GmbH | Stefan | Keitel | Chief Executive Officer | 49 617 240-2501 | stefan.keitel@hqholding.com | kontakt@hqholding.com | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 1.981 | €585M | https://www.hqholding.com/ | Harald Quandt Holding is a multi-family office based in Bad Homburg vor der Höhe, Germany. HQ is one of the largest privately owned asset managers. Around 200 employees support professional investors, families and individuals at our locations in Bad Homburg, Düsseldorf, New York and Hong Kong. HQ manages and oversees assets of more than USD 60 billion. Started in 1981 as a family office, HQ offers specialized financial services with a focus on alternative investments. HQ includes the global private equity investor HQ Capital and the multi-family office HQ Trust. HQ Holding is significantly driven by the Group Executive Committee (GEC), which, in addition to Stefan Keitel and Malte Rippel, includes Christian Stadtmüller (HQ Trust) and Dr. Bernd Türk (HQ Capital), as well as one managing director from each of the two HQ financial service providers. | MF | |||||||
| Harald Quandt Holding GmbH | Malte | Rippel | CFO & COO | 49 617 240-2501 | malte.rippel@hqholding.com | kontakt@hqholding.com | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | FAU Erlangen-Nürnberg | https://www.linkedin.com/in/malte-rippel-45b364213/ | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 1.981 | €585M | https://www.hqholding.com/ | Harald Quandt Holding is a multi-family office based in Bad Homburg vor der Höhe, Germany. HQ is one of the largest privately owned asset managers. Around 200 employees support professional investors, families and individuals at our locations in Bad Homburg, Düsseldorf, New York and Hong Kong. HQ manages and oversees assets of more than USD 60 billion. Started in 1981 as a family office, HQ offers specialized financial services with a focus on alternative investments. HQ includes the global private equity investor HQ Capital and the multi-family office HQ Trust. HQ Holding is significantly driven by the Group Executive Committee (GEC), which, in addition to Stefan Keitel and Malte Rippel, includes Christian Stadtmüller (HQ Trust) and Dr. Bernd Türk (HQ Capital), as well as one managing director from each of the two HQ financial service providers. | MF | ||||||
| 492 | Harald Quandt Holdings | Jochen | Butz | Managing Director, Head of Alternative Investments | 49 6172 402 853 | 49 6172 402 859 | jochen.butz@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | https://www.linkedin.com/in/jochen-butz-b81a25b9/ | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 2.006 | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | |||||
| Harald Quandt Holdings | Reiner | Dietz | Managing Director, Head of Liquid Investments | 49 6172 402 853 | 49 6172 402 859 | reiner.dietz@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 2.006 | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | |||||||
| Harald Quandt Holdings | Christian | Stadtmüller | Managing Director, CFO & COO | 49 6172 402 853 | 49 6172 402 859 | christian.stadtmueller@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | Ulm University | https://www.linkedin.com/in/christian-stadtm%C3%BCller-cfa-87694031/ | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 2.006 | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | |||||
| Harald Quandt Holdings | Christian | Langosch | Co-Head Real Estate | 49 6172 402 853 | 49 6172 402 859 | christian.langosch@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | Frankfurt University of Applied Sciences | https://www.linkedin.com/in/christian-langosch-05405218b/ | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 2.006 | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | |||||
| Harald Quandt Holdings | Arisla | dos Santos | Head of Private Equity & Private Debt | 49 6172 402 885 | 49 6172 402 859 | arisla.dossantos@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | Unifesp - Universidade Federal de São Paulo | https://www.linkedin.com/in/arisladossantos/ | Private Equity, Real Estate, Timber Investments, Liquid Investments, Hedge Funds, Fund of Funds | 2.006 | arisla.santos@gmail.com | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | ||||
| Harald Quandt Holdings | Kristina | Chorna | Manager Selection Alternative Investments | 49 6172 402 850 | 49 6172 402 859 | chorna@hqtrust.de | kontakt@hqtrust.de | Am Pilgerrain 17 | Bad Homburg v. d. Höhe | 61352 | Germany | Europe | National University of Uzhhorod | https://www.linkedin.com/in/kristina-chorna-b85a0037/ | Private Equity, Real Estate, Timber Investments | https://www.linkedin.com/company/hq-trust-gmbh/ | https://www.hqtrust.de/ | HQ Trust is one of the oldest and largest independent multi-family offices in Germany. We are managers of highly complex assets owned by private individuals, families and foundations. We are advisors for institutional investors and pension funds. | MF | ||||||
| 493 | Hasma Capital Advisors (UK) Ltd. | Adrian | Clear | Financial Controller Hedge Funds, Operations, Fund Accounting, Private Equity | 44 751 410-6984 | 44 207 290-9569 | aclear@gmail.com | 10 Bruton Street | London | W1J 6PX | United Kingdom | Europe | University of Southampton | https://www.linkedin.com/in/adrian-clear-bsc-ca-78b59170/ | Hedge Funds, Operations, Fund Accounting, Private Equity | 2.008 | https://www.linkedin.com/company/hasma-capital-advisors-uk-ltd/ | http://www.hasmacapital.com/ | Hasma Capital Advisors, a Single Family Office based in London and Hong Kong managing global investments portfolios across multiple asset classes, including fixed income, equities, hedge funds, private equity and real estate. | SF | Helena Kent, Investment Manager, https://www.linkedin.com/in/helena-threlfall-cfa-b1b94515/ | ||||
| Hasma Capital Advisors (UK) Ltd. | Mamoun | Askari | Chief Executive Officer | 44 207 290-9560 | 44 207 290-9569 | maskari@hasmacapital.com | 10 Bruton Street | London | W1J 6PX | United Kingdom | Europe | The Wharton School | https://www.linkedin.com/in/mamoun-askari-6b88045/ | Hedge Funds, Operations, Fund Accounting, Private Equity | 2.008 | https://www.linkedin.com/company/hasma-capital-advisors-uk-ltd/ | http://www.hasmacapital.com/ | Hasma Capital Advisors, a Single Family Office based in London and Hong Kong managing global investments portfolios across multiple asset classes, including fixed income, equities, hedge funds, private equity and real estate. | SF | Helena Kent, Investment Manager, https://www.linkedin.com/in/helena-threlfall-cfa-b1b94515/ | |||||
| 494 | Hay Wain | Alex | John | Investor | Direct: 44 771 374-0530 | alex@hay-wain.com | 24 Old Bond Street, 5th Floor, Mayfair | London | W1S 4AW | United Kingdom | Europe | Durham University | https://www.linkedin.com/in/alex-john-31989928/ | Managers/Platforms, Private and Publicly-Quoted Companies, Real Estate | 2.019 | £125M | https://www.linkedin.com/company/hay-wain/ | https://hay-wain.com/ | Hay Wain Group is a private family office, backing high-quality, entrepreneurial management teams and typically taking control positions in investment managers/platforms, private and publicly-quoted companies and real estate. The principal investments in the portfolio include Rcapital (turnaround/growth investor), Quilam Capital (speciality finance investor) and Retail Realisations. | SF | |||||
| 495 | Hazel Street Capital | Oleg | Beckman | Founder | hazelstreetcapital@gmail.com | Miami | FL | N/A | United States of America | North America | Harvard University | https://www.linkedin.com/in/oleg-beckman-b38500132/ | Real Estate and Operating Businesses | 2.008 | Hazel Street Capital, a single family office focused exclusively on direct investments in real estate and operating businesses with offices in Miami, FL and Moscow, Russia | SF | |||||||||
| 496 | HBS SA - Le Family office | Daniel | Biderbost | Chief Operating Officer | 41 228 070 550 | 41 228 070 551 | daniel@hbs-sa.com | info@hbs-sa.com | 1, Rue de la Rôtisserie, CP 3395 | Geneva 3 | CH-1211 | Switzerland | Europe | https://www.linkedin.com/in/danielbiderbost/ | Funds, Private Equity, Direct Investments, Real Estate, or any other type of Investments. | 2.003 | https://www.linkedin.com/company/hbs-sa/ | https://www.hbs-sa.com/ | HBS is a discreet and independent office providing tailor made services and high quality advice. We address a wide range of questions relating to the administration and the management of your private assets. | MF | |||||
| HBS SA - Le Family office | Garry | Scott-Irvine | Senior Consultant | 1 (805) 350-1038 | 41 228 070 551 | garry@garryscott-irvine.com | info@hbs-sa.com | 1, Rue de la Rôtisserie, CP 3395 | Geneva 3 | CH-1211 | Switzerland | Europe | https://www.linkedin.com/in/garry-scott-irvine-7a6a428/ | Funds, Private Equity, Direct Investments, Real Estate, or any other type of Investments. | 2.003 | http://garryscott-irvine.com/ | https://www.hbs-sa.com/ | HBS is a discreet and independent office providing tailor made services and high quality advice. We address a wide range of questions relating to the administration and the management of your private assets. | MF | ||||||
| HBS SA - Le Family office | Hervé | Benzakein | President | 41 228 070 550 | 41 228 070 551 | herve@hbs-sa.com | info@hbs-sa.com | 1, Rue de la Rôtisserie, CP 3395 | Geneva 3 | CH-1211 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/hervebenzakein/ | Funds, Private Equity, Direct Investments, Real Estate, or any other type of Investments. | 2.003 | https://www.linkedin.com/company/hbs-sa/ | https://www.hbs-sa.com/ | HBS is a discreet and independent office providing tailor made services and high quality advice. We address a wide range of questions relating to the administration and the management of your private assets. | MF | |||||
| HBS SA - Le Family office | Andrea | Laurent | Chief Investment Officer | 41 228 070 550 | 41 228 070 551 | andrea@hbs-sa.com | info@hbs-sa.com | 1, Rue de la Rôtisserie, CP 3395 | Geneva 3 | CH-1211 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/andrea-laurent/ | Funds, Private Equity, Direct Investments, Real Estate, or any other type of Investments. | 2.003 | https://www.linkedin.com/company/hbs-sa/ | https://www.hbs-sa.com/ | HBS is a discreet and independent office providing tailor made services and high quality advice. We address a wide range of questions relating to the administration and the management of your private assets. | MF | |||||
| HBS SA - Le Family office | Philippe | Hancock | Member of the Board | 41 228 070 550 | 41 228 070 551 | philippe@hbs-sa.com | info@hbs-sa.com | 1, Rue de la Rôtisserie, CP 3395 | Geneva 3 | CH-1211 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/philippehancock/ | Funds, Private Equity, Direct Investments, Real Estate, or any other type of Investments. | 2.003 | https://www.linkedin.com/company/hbs-sa/ | https://www.hbs-sa.com/ | HBS is a discreet and independent office providing tailor made services and high quality advice. We address a wide range of questions relating to the administration and the management of your private assets. | MF | |||||
| 497 | HELMS Family Office SA | Waheed | Hussain | Founder & Managing Director | 41 223 100 735 | 41 223 100 739 | investorrelations@helmsfo.com | info@helmsfo.com | Rue Neuve du Molard 8 | Geneva | CH-1204 | Switzerland | Europe | https://www.linkedin.com/in/waheed-hussain-tep-ppgd-pwa-26919325/ | Asset Management, Hedge Funds, Private Equity, Venture Capital, Real Estate, Alternative Investments | 2.019 | https://helmsfamilyoffice.com/about-us/ https://www.linkedin.com/in/helms-family-office-17179b212/ | https://helmsfamilyoffice.com/ | HELMS prides itself on being an atypical Multi-Family Office and Asset Manager, as we tend to deviate from such traditional methodologies and approaches of investment. We keep an open outlook and do not believe in employing traditional investment strategies and approaches for the long-term, as we recognise the importance of being fluid in conjunction with an ever-changing financial marketplace and climate. With this in mind, our investment strategies have robust and efficient diversified perspectives, with risk management at the core and constantly being revived in order to evolve and advance with the rapid changes to our environment. Clients’ multi-asset class portfolios are built by us to last and advance with changing political, economic and social vicissitudes. We want to add real value to our client base and pursue this goal with clear guidelines and total commitment. Being partners means more than just providing advice based on products from the market. | MF | London Office: The Nova Building, 6th Floor 11 Bressenden Pl, Westminster London, SW1E 5BY United Kingdom | ||||
| 498 | Helvetia Investment Advisors S.A. | Giampaolo | Bonalumi | Partner & Investment Advisor | 41 919 100 584 | gb@helvetia-ia.com | info@helvetia-ia.com | via della Posta 4 | Lugano | CH-6901 | Switzerland | Europe | https://www.linkedin.com/in/giampaolo-bonalumi-41a413/ | Real Estate | 2.017 | $49M | https://www.helvetia-ia.com/ | Helvetia Investment Advisors is registered as an investment advisor with the Security and Exchange Commission (SEC) and is part of one of the most complete and diversified financial Group in Switzerland. Independent and faraway from any conflicts of interest, we adopt a holistic and simple business model in order to optimize the cost/benefit ratio with a permanent research of best in class counterparts. We offer an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide range of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics. | MF | ||||||
| 499 | Helvetic Private Office SA | Vittorio | Pastoris | Director | 41 228 390 200 | 41 227 361 702 | info@hprivateoffice.ch | Av. Pictet-de-Rochemont 7 | Geneva | CH-1207 | Switzerland | Europe | Sapienza Università di Roma | https://www.linkedin.com/in/vittorio-castellani-pastoris-46b0654/ | Assets for Sale, Companies Raising Equity or Debt, Real Estate Assets for Sale or in Development, Private Equity or Private Debt Funds | 2.015 | https://www.hpo.swiss/ | HPO is an independent multi-family office and asset management company. We provide our clients with tailor-made services as to encompass all the aspects of their wealth and family needs, with the underlying objective of passing down their family’s values and heritage to the next generations. | MF | ||||||
| Helvetic Private Office SA | Bruno | Ferreira | Managing Partner & Co-Founder | 41 228 390 200 | 41 227 361 702 | b.ferreira.p@gmail.com | info@hprivateoffice.ch | Av. Pictet-de-Rochemont 7 | Geneva | CH-1207 | Switzerland | Europe | https://www.linkedin.com/in/bruno-ferreira-8304383b/ | Assets for Sale, Companies Raising Equity or Debt, Real Estate Assets for Sale or in Development, Private Equity or Private Debt Funds | 2.015 | https://www.hpo.swiss/ | HPO is an independent multi-family office and asset management company. We provide our clients with tailor-made services as to encompass all the aspects of their wealth and family needs, with the underlying objective of passing down their family’s values and heritage to the next generations. | MF | |||||||
| 500 | Helvetic Trust AG | Frank | Hoppach | Senior Partner | 41 442 151 717 | 41 313 131 001 | hoppach@h-t-p.ch | info@h-t-p.ch | Uraniastrasse 12 | Zurich | CH-8021 | Switzerland | Europe | Venture Investments, Real Estate, Precious Metals Gold and Silver, Private Equity, Direct Investments, Future Technology, Sustainable Investment, Private Jet & Yachting | 2.001 | https://www.linkedin.com/company/helvetic-trust/ | https://www.helvetic-trust.ch/ | Helvetic Trust is a legally and financially independent, owner-managed company, specialising in the fields of Wealth Management, Asset Management, Multi Family Office Services, Venture Investments, Real Estate, Precious Metals Gold and Silver. The Helvetic Trust Family Office is there to guide you through every situation, be it private or business related. Examples include tax-optimised division of assets, decisions on purchasing or selling property or works of art, coordination and consolidation of private and business accounts, and optimisation of insurance solutions. Naturally we can also represent you in your dealings with the authorities, provide legal assistance, manage the family office, or assist in the search for respected universities and international schools for your children and grandchildren. | MF | ||||||
| Helvetic Trust AG | Kaspar | Grob | Founder, Chairman of the Board of Directors and Managing Senior Partner | 41 442 151 717 | 44 203 178-7217 | grob@h-t-p.ch | info@h-t-p.ch | Uraniastrasse 12 | Zurich | CH-8021 | Switzerland | Europe | Venture Investments, Real Estate, Precious Metals Gold and Silver, Private Equity, Direct Investments, Future Technology, Sustainable Investment, Private Jet & Yachting | 2.001 | 44 203 178-7217 | https://www.helvetic-trust.ch/ | Helvetic Trust is a legally and financially independent, owner-managed company, specialising in the fields of Wealth Management, Asset Management, Multi Family Office Services, Venture Investments, Real Estate, Precious Metals Gold and Silver. The Helvetic Trust Family Office is there to guide you through every situation, be it private or business related. Examples include tax-optimised division of assets, decisions on purchasing or selling property or works of art, coordination and consolidation of private and business accounts, and optimisation of insurance solutions. Naturally we can also represent you in your dealings with the authorities, provide legal assistance, manage the family office, or assist in the search for respected universities and international schools for your children and grandchildren. | MF | There is a representative office in London, and another office location in Lausanne, Switzerland. http://www.helvetic-trust.ch/html/en/e_ueber_uns_team_zurich.htm#grob | ||||||
| Helvetic Trust AG | Kay | Fischer | Senior Partner, CIO | 41 442 151 717 | 41 442 271 659 | fischer@h-t-p.ch | info@h-t-p.ch | Uraniastrasse 12 | Zurich | CH-8021 | Switzerland | Europe | University of Konstanz | https://www.linkedin.com/in/kay-fischer-17155597/ | Venture Investments, Real Estate, Precious Metals Gold and Silver, Private Equity, Direct Investments, Future Technology, Sustainable Investment, Private Jet & Yachting | 2.001 | https://www.linkedin.com/company/helvetic-trust/ | https://www.helvetic-trust.ch/ | Helvetic Trust is a legally and financially independent, owner-managed company, specialising in the fields of Wealth Management, Asset Management, Multi Family Office Services, Venture Investments, Real Estate, Precious Metals Gold and Silver. The Helvetic Trust Family Office is there to guide you through every situation, be it private or business related. Examples include tax-optimised division of assets, decisions on purchasing or selling property or works of art, coordination and consolidation of private and business accounts, and optimisation of insurance solutions. Naturally we can also represent you in your dealings with the authorities, provide legal assistance, manage the family office, or assist in the search for respected universities and international schools for your children and grandchildren. | MF | |||||
| Helvetic Trust AG | Renzo | Berger | Senior Partner | 41 442 151 717 | 41 313 131 001 | berger@h-t-p.ch | info@h-t-p.ch | Uraniastrasse 12 | Zurich | CH-8021 | Switzerland | Europe | Duke University - The Fuqua School of Business | https://www.linkedin.com/in/renzo-a-berger-119a8aa3/ | Venture Investments, Real Estate, Precious Metals Gold and Silver, Private Equity, Direct Investments, Future Technology, Sustainable Investment, Private Jet & Yachting | 2.001 | https://www.linkedin.com/company/helvetic-trust/ | https://www.helvetic-trust.ch/ | Helvetic Trust is a legally and financially independent, owner-managed company, specialising in the fields of Wealth Management, Asset Management, Multi Family Office Services, Venture Investments, Real Estate, Precious Metals Gold and Silver. The Helvetic Trust Family Office is there to guide you through every situation, be it private or business related. Examples include tax-optimised division of assets, decisions on purchasing or selling property or works of art, coordination and consolidation of private and business accounts, and optimisation of insurance solutions. Naturally we can also represent you in your dealings with the authorities, provide legal assistance, manage the family office, or assist in the search for respected universities and international schools for your children and grandchildren. | MF | |||||
| 501 | Hennick & Company | Brad | Hennick | Managing Director | Direct: (416) 966-2006 | bhennick@hennick.com | contact@hennick.com | 1140 Bay Street, Suite 2000 | Toronto | ON | M5S 2B4 | Canada | North America | Western University / University of Toronto | https://www.linkedin.com/in/brad-hennick-8653399/ | Real Estate, Commercial Real Estate, Property, Institutional Quality Office, Industrial, Retail, Multi-Family Real Estate, Multifamily Real Estate, Mixed-use Real Estate | 2.014 | $1.2B | https://www.linkedin.com/company/hennickandcompany/ | https://hennick.com/ | Hennick&Co is a private firm that invests in operating businesses and high-quality real estate for the long term. Our company was established by the Hennick family, which founded and owns a significant equity interest in Colliers International (NASDAQ & TSX: CIGI), a global real estate professional services and investment management company, and FirstService Corporation (NASDAQ & TSX: FSV), a North American leader in essential outsourced property services. In our private investments division, Hennick&Co partners with management teams of established businesses to create long term value by enhancing operational effectiveness, employing a disciplined organic growth strategy and pursuing targeted tuck-under acquisitions. As a privately owned company, we can invest in any industry or geography, in private or public businesses, and in majority or minority positions. In our real estate division, we seek to acquire institutional quality office, industrial, retail, multi-family and mixed-use real estate assets in major markets that we would be ‘proud to own’ for generations. Our goal is to identify, invest in and help to enhance, great businesses and high-quality real estate assets that we can own in partnership with strong leadership teams and investment partners for the long term. | SF | |||
| Hennick & Company | Jory | Hennick | Managing Director | Direct: (647) 930-1298 | jory.hennick@hennick.com | contact@hennick.com | 1140 Bay Street, Suite 2000 | Toronto | ON | M5S 2B4 | Canada | North America | Western University / University of Toronto - Rotman School of Management | https://www.linkedin.com/in/joryhennick/ | Real Estate, Commercial Real Estate, Property, Institutional Quality Office, Industrial, Retail, Multi-Family Real Estate, Multifamily Real Estate, Mixed-use Real Estate | 2.014 | $1.2B | https://www.linkedin.com/company/hennickandcompany/ | https://hennick.com/ | Hennick&Co is a private firm that invests in operating businesses and high-quality real estate for the long term. Our company was established by the Hennick family, which founded and owns a significant equity interest in Colliers International (NASDAQ & TSX: CIGI), a global real estate professional services and investment management company, and FirstService Corporation (NASDAQ & TSX: FSV), a North American leader in essential outsourced property services. In our private investments division, Hennick&Co partners with management teams of established businesses to create long term value by enhancing operational effectiveness, employing a disciplined organic growth strategy and pursuing targeted tuck-under acquisitions. As a privately owned company, we can invest in any industry or geography, in private or public businesses, and in majority or minority positions. In our real estate division, we seek to acquire institutional quality office, industrial, retail, multi-family and mixed-use real estate assets in major markets that we would be ‘proud to own’ for generations. Our goal is to identify, invest in and help to enhance, great businesses and high-quality real estate assets that we can own in partnership with strong leadership teams and investment partners for the long term. | SF | ||||
| Hennick & Company | Arty | Commisso | Chief Financial Officer | Direct: (416) 966-2005 | arty.commisso@hennick.com | contact@hennick.com | 1140 Bay Street, Suite 2000 | Toronto | ON | M5S 2B4 | Canada | North America | Schulich School of Business - York University | https://www.linkedin.com/in/arty-commisso-17054710/ | Real Estate, Commercial Real Estate, Property, Institutional Quality Office, Industrial, Retail, Multi-Family Real Estate, Multifamily Real Estate, Mixed-use Real Estate | 2.014 | $1.2B | https://www.linkedin.com/company/hennickandcompany/ | https://hennick.com/ | Hennick&Co is a private firm that invests in operating businesses and high-quality real estate for the long term. Our company was established by the Hennick family, which founded and owns a significant equity interest in Colliers International (NASDAQ & TSX: CIGI), a global real estate professional services and investment management company, and FirstService Corporation (NASDAQ & TSX: FSV), a North American leader in essential outsourced property services. In our private investments division, Hennick&Co partners with management teams of established businesses to create long term value by enhancing operational effectiveness, employing a disciplined organic growth strategy and pursuing targeted tuck-under acquisitions. As a privately owned company, we can invest in any industry or geography, in private or public businesses, and in majority or minority positions. In our real estate division, we seek to acquire institutional quality office, industrial, retail, multi-family and mixed-use real estate assets in major markets that we would be ‘proud to own’ for generations. Our goal is to identify, invest in and help to enhance, great businesses and high-quality real estate assets that we can own in partnership with strong leadership teams and investment partners for the long term. | SF | ||||
| Hennick & Company | John | Friedrichsen | Executive Director | (416) 966-9500 | john.friedrichsen@hennick.com | contact@hennick.com | 1140 Bay Street, Suite 2000 | Toronto | ON | M5S 2B4 | Canada | North America | University of Windsor, Odette School of Business | https://www.linkedin.com/in/john-friedrichsen-bbb4bb2a/ | Real Estate, Commercial Real Estate, Property, Institutional Quality Office, Industrial, Retail, Multi-Family Real Estate, Multifamily Real Estate, Mixed-use Real Estate | 2.014 | $1.2B | https://www.linkedin.com/company/hennickandcompany/ | https://hennick.com/ | Hennick&Co is a private firm that invests in operating businesses and high-quality real estate for the long term. Our company was established by the Hennick family, which founded and owns a significant equity interest in Colliers International (NASDAQ & TSX: CIGI), a global real estate professional services and investment management company, and FirstService Corporation (NASDAQ & TSX: FSV), a North American leader in essential outsourced property services. In our private investments division, Hennick&Co partners with management teams of established businesses to create long term value by enhancing operational effectiveness, employing a disciplined organic growth strategy and pursuing targeted tuck-under acquisitions. As a privately owned company, we can invest in any industry or geography, in private or public businesses, and in majority or minority positions. In our real estate division, we seek to acquire institutional quality office, industrial, retail, multi-family and mixed-use real estate assets in major markets that we would be ‘proud to own’ for generations. Our goal is to identify, invest in and help to enhance, great businesses and high-quality real estate assets that we can own in partnership with strong leadership teams and investment partners for the long term. | SF | ||||
| Hennick & Company | Mike | Faulds | Director | Direct: (647) 930-1294 | mike.faulds@hennick.com | contact@hennick.com | 1140 Bay Street, Suite 2000 | Toronto | ON | M5S 2B4 | Canada | North America | Wilfrid Laurier University | https://www.linkedin.com/in/mfaulds/ | Real Estate, Commercial Real Estate, Property, Institutional Quality Office, Industrial, Retail, Multi-Family Real Estate, Multifamily Real Estate, Mixed-use Real Estate | 2.014 | $1.2B | https://www.linkedin.com/company/hennickandcompany/ | https://hennick.com/ | Hennick&Co is a private firm that invests in operating businesses and high-quality real estate for the long term. Our company was established by the Hennick family, which founded and owns a significant equity interest in Colliers International (NASDAQ & TSX: CIGI), a global real estate professional services and investment management company, and FirstService Corporation (NASDAQ & TSX: FSV), a North American leader in essential outsourced property services. In our private investments division, Hennick&Co partners with management teams of established businesses to create long term value by enhancing operational effectiveness, employing a disciplined organic growth strategy and pursuing targeted tuck-under acquisitions. As a privately owned company, we can invest in any industry or geography, in private or public businesses, and in majority or minority positions. In our real estate division, we seek to acquire institutional quality office, industrial, retail, multi-family and mixed-use real estate assets in major markets that we would be ‘proud to own’ for generations. Our goal is to identify, invest in and help to enhance, great businesses and high-quality real estate assets that we can own in partnership with strong leadership teams and investment partners for the long term. | SF | ||||
| 502 | Heritage Family Office | Xavier | See | Co-Founder & Partner | 65 6221 4288 | xavier.see@swissasia-group.com | heritage@swissasia-group.com | 8 Shenton Way, AXA Tower #25-02 | Singapore | 068811 | Singapore | Asia | https://www.linkedin.com/in/xaviersee/ | Real Estate, Private Equity | 2.016 | $201M | http://www.swissasia-group.com/contact/ | http://heritagefund.com.sg/ | The Heritage is a multi-family office based in Singapore. We have two core sectors of focus - real estate and finance. The group draws its strength and expertise from the two generations of experience of its founding families. | MF | |||||
| 503 | Heritage Wealth Counselors | Jack | Sullivan | Chief Executive Officer | (973) 402-2000 | (973) 331-0225 | jack@heritagewealth.com | heritageinfo@heritagewealth.com | 429 Rockaway Valley Rd., Suite 500 | Boonton Township | NJ | 7005 | United States of America | North America | University of Richmond - Robins School of Business | https://www.linkedin.com/in/jesullivan/ | Private Equity, Hedge Funds, and Real Estate | 1.998 | https://www.linkedin.com/company/heritage-wealth-counselors/about/ | http://www.heritagewealth.com/ | Heritage Wealth Counselors embodies the new model for the Family Office where traditionally large staffs of dedicated professionals have provided custody, reporting, investment management and a variety of other services to families. Heritage Wealth Counselors Family Office Services offers a full range of support with concentration on roles as chief advisor to the family, investment review or management, financial administration, trustee services and back-office support services. | MF | |||
| Heritage Wealth Counselors | Mark | Butler | CPA, Wealth & Investment Advisor | (973) 402-2000 | (973) 331-0225 | mark@heritagewealth.com | heritageinfo@heritagewealth.com | 429 Rockaway Valley Rd., Suite 500 | Boonton Township | NJ | 7005 | United States of America | North America | https://www.linkedin.com/in/mark-butler-38136b29/ | Private Equity, Hedge Funds, and Real Estate | 1.998 | https://www.linkedin.com/company/heritage-wealth-counselors/about/ | http://www.heritagewealth.com/ | Heritage Wealth Counselors embodies the new model for the Family Office where traditionally large staffs of dedicated professionals have provided custody, reporting, investment management and a variety of other services to families. Heritage Wealth Counselors Family Office Services offers a full range of support with concentration on roles as chief advisor to the family, investment review or management, financial administration, trustee services and back-office support services. | MF | |||||
| 504 | Hermann Companies | Robert | Hermann | Chairman & CEO | (314) 997-6828 | (314) 863-9202 | rhermann@hermcos.com | 7701 Forsyth Boulevard, 10th Floor | Saint Louis | MO | 63105 | United States of America | North America | Princeton University | https://www.linkedin.com/in/robert-r-hermann-jr/ | Commercial Real Estate, Private Equity, Venture Capital, Credit, Light Manufacturing, Packaging, Distribution, Real Estate, Financial Services Technology, Business-to-Business Technology, B2B, FinTech | 1.956 | https://www.linkedin.com/company/hermann-companies/ | https://hermcos.com/ | Hermann Companies, a Single Family Office providing investment and consulting services in CRE, PE, VC, & Credit. We believe that real and enduring value is built and realized only through the thoughtful application of time and money to strategies focused on solving society’s most intractable problems, and improving our customers’ lives. We maintain that sustained and persistent efforts to delight the customer will yield results every time; and our investments in innovation will deliver opportunities and stimulate economic growth where today’s business challenges resist easy solutions. | SF | ||||
| Hermann Companies | Heather | Damalas | Executive Assistant to CEO | (314) 863-9200 | (314) 863-9202 | hdamalas@hermcos.com | 7701 Forsyth Boulevard, 10th Floor | Saint Louis | MO | 63105 | United States of America | North America | https://www.linkedin.com/in/heather-damalas-454ab7145/ | Commercial Real Estate, Private Equity, Venture Capital, Credit, Light Manufacturing, Packaging, Distribution, Real Estate, Financial Services Technology, Business-to-Business Technology, B2B, FinTech | 1.956 | https://www.linkedin.com/company/hermann-companies/ | https://hermcos.com/ | Hermann Companies, a Single Family Office providing investment and consulting services in CRE, PE, VC, & Credit. We believe that real and enduring value is built and realized only through the thoughtful application of time and money to strategies focused on solving society’s most intractable problems, and improving our customers’ lives. We maintain that sustained and persistent efforts to delight the customer will yield results every time; and our investments in innovation will deliver opportunities and stimulate economic growth where today’s business challenges resist easy solutions. | SF | ||||||
| Hermann Companies | Rick | Holton | Chief Operating Officer | Mobile: (314) 283-6778 | (314) 863-9202 | rick@hermcos.com | 7701 Forsyth Boulevard, 10th Floor | Saint Louis | MO | 63105 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/rickholtonjr/ | Commercial Real Estate, Private Equity, Venture Capital, Credit, Light Manufacturing, Packaging, Distribution, Real Estate, Financial Services Technology, Business-to-Business Technology, B2B, FinTech | 1.956 | rick@holtoncapital.com | https://www.fintopcapital.com/team/rick-holton | https://hermcos.com/ | Hermann Companies, a Single Family Office providing investment and consulting services in CRE, PE, VC, & Credit. We believe that real and enduring value is built and realized only through the thoughtful application of time and money to strategies focused on solving society’s most intractable problems, and improving our customers’ lives. We maintain that sustained and persistent efforts to delight the customer will yield results every time; and our investments in innovation will deliver opportunities and stimulate economic growth where today’s business challenges resist easy solutions. | SF | ||||
| Hermann Companies | Jason | Mannello | Director of Private Markets | (314) 863-9200 | (314) 863-9202 | jmannello@hermcos.com | 7701 Forsyth Boulevard, 10th Floor | Saint Louis | MO | 63105 | United States of America | North America | University of Missouri-Saint Louis | https://www.linkedin.com/in/jason-mannello-cfa-13023220/ | Commercial Real Estate, Private Equity, Venture Capital, Credit, Light Manufacturing, Packaging, Distribution, Real Estate, Financial Services Technology, Business-to-Business Technology, B2B, FinTech | 1.956 | https://www.linkedin.com/company/hermann-companies/ | https://hermcos.com/ | Hermann Companies, a Single Family Office providing investment and consulting services in CRE, PE, VC, & Credit. We believe that real and enduring value is built and realized only through the thoughtful application of time and money to strategies focused on solving society’s most intractable problems, and improving our customers’ lives. We maintain that sustained and persistent efforts to delight the customer will yield results every time; and our investments in innovation will deliver opportunities and stimulate economic growth where today’s business challenges resist easy solutions. | SF | |||||
| Hermann Companies | Daniel | Fort | General Counsel | (314) 863-9200 | (314) 863-9202 | dfort@hermcos.com | 7701 Forsyth Boulevard, 10th Floor | Saint Louis | MO | 63105 | United States of America | North America | University of Missouri-Columbia | https://www.linkedin.com/in/daniel-fort-6bb1b13/ | Commercial Real Estate, Private Equity, Venture Capital, Credit, Light Manufacturing, Packaging, Distribution, Real Estate, Financial Services Technology, Business-to-Business Technology, B2B, FinTech | 1.956 | daniel@fortlawllc.com | http://www.fortlawllc.com/ | https://hermcos.com/ | Hermann Companies, a Single Family Office providing investment and consulting services in CRE, PE, VC, & Credit. We believe that real and enduring value is built and realized only through the thoughtful application of time and money to strategies focused on solving society’s most intractable problems, and improving our customers’ lives. We maintain that sustained and persistent efforts to delight the customer will yield results every time; and our investments in innovation will deliver opportunities and stimulate economic growth where today’s business challenges resist easy solutions. | SF | ||||
| 505 | Hestia Holdings, LLC | Michael | Preble | Managing Member | info@hestiainv.com | 401 East Jackson Street, Suite 3100 | Tampa | FL | 33602 | United States of America | North America | Aurora University | https://www.linkedin.com/in/michael-w-preble-7368b38/ | Real Estate, Pre-IPO, Private Credit, Private Equity, Web3, Crypto, Multifamily Office, Investment Fund, Venture Capital | 2.021 | https://hestiainv.com/ | Hestia Holdings is a private investment vehicle focused on opportunistically investing in Real Estate, Pre-IPO, Private Credit and Private Equity. | SF | |||||||
| 506 | Hibernia Capital | Shane | Mugan | Founder & Operating Partner | shane.mugan@hibernia.im | 8 ST. Georges Street | Douglas | IM1 1AH | Isle of Man | Europe | University College Dublin | https://www.linkedin.com/in/shanemugan/ | Real Estate, Industrials, Services, Software, Technology Investment Activities | 2.015 | smugan@hotmail.com | http://hiberniacapital.com/ | https://www.linkedin.com/company/hibernia-capital/ | 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 | University College Dublin | https://www.linkedin.com/in/annamarie-fagan-794b7b15/ | Real Estate, Industrials, Services, Software, Technology Investment Activities | 2.015 | http://hiberniacapital.com/ | https://www.linkedin.com/company/hibernia-capital/ | 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 | ||||||||
| 507 | Hicks Holdings LLC | Mack | Hicks | Partner | (214) 615-2300 | mhicks@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/mack-hicks-61830ba/ | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | |||||
| Hicks Holdings LLC | Amanda | Johnson | Chief Financial Officer | (214) 615-2300 | ajohnson@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | Northwood University | https://www.linkedin.com/in/amanda-johnson-3217086/ | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | ||||||
| Hicks Holdings LLC | Thomas | Hicks | Chairman & CEO | (214) 615-2300 | thicks@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/thomas-hicks-/ | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | ||||||
| Hicks Holdings LLC | Thomas | Hicks Jr | Managing Director & Principal | (214) 615-2300 | tohjr@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | ||||||||
| Hicks Holdings LLC | Dary | Stone | Director | (214) 615-2300 | dstone@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | ||||||||
| Hicks Holdings LLC | Curt | Crofford | Managing Director | Direct: (214) 615-2250 | ccrofford@hicksholdings.com | 2200 Ross Avenue, 50th Floor | Dallas | TX | 75201 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/curt-crofford-2aba919/ | Private Equity, Real Estate, Sports and Entertainment | 1.984 | https://www.drillingtools.com/corpprofile | https://www.linkedin.com/company/hicks-holdings-llc/ | Hicks Holdings is the family office that owns and operates the Hicks Family Assets. | SF | ||||||
| 508 | Hidaka Family Office | Nobuyuki | Hidaka | Chief Investment Officer | a.nobuyuki.hidaka@gmail.com | Tokyo | Japan | Asia | Princeton UniversityPrinceton University / The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/nobuyuki-hidaka-7a2377170/ | Hedge Funds, Real Estate | 2.009 | Hidaka Family Office is a single family office for the Hidaka Family with offices in Tokyo and Los Angeles. | SF | |||||||||||
| 509 | Hieron Family Office | Patricia | Wada | Partner | 55 (11) 2729-1060 | patricia.wada@hieron.com.br | contato@gowcapital.com | Av. Magalhães de Castro, 4 800 – Torre Capital Building, 26º andar – Conj. 264 - Cidade Jardim | Sao Paulo | SP | 05676-120 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/patricia-wada-70891734/ | Real Estate | 2.019 | fundos@hieron.com.br | https://www.linkedin.com/company/hieron-patrimônio-familiar-e-investimento/ | https://hieron.com.br/en/ | Hieron Family Office was established with this purpose: to enable the achievement of the “financial, wealth and family” welfare of its clients. In other words, to incorporate Wealth Being into Wealth Management. We are part of Hieron Patrimônio Familiar e Investimento, a private, independent, global group specialized in wealth management, investment and financial solutions. We know that much of the family peace comes from the organization, planning, and managing the financial and equity resources. Knowing that everything is in order, under control, well managed and without conflict brings harmony and happiness to individuals and families. | MF | |||
| Hieron Family Office | Robert | Van Dijk | Chief Executive Officer | 55 (11) 2729-1060 | robert.vandijk@hieron.com.br | contato@gowcapital.com | Av. Magalhães de Castro, 4 800 – Torre Capital Building, 26º andar – Conj. 264 - Cidade Jardim | Sao Paulo | SP | 05676-120 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/robert-van-dijk/ | Real Estate | 2.019 | https://www.principal.com/ | https://hieron.com.br/en/ | Hieron Family Office was established with this purpose: to enable the achievement of the “financial, wealth and family” welfare of its clients. In other words, to incorporate Wealth Being into Wealth Management. We are part of Hieron Patrimônio Familiar e Investimento, a private, independent, global group specialized in wealth management, investment and financial solutions. We know that much of the family peace comes from the organization, planning, and managing the financial and equity resources. Knowing that everything is in order, under control, well managed and without conflict brings harmony and happiness to individuals and families. | MF | |||||
| Hieron Family Office | Marcos | Paolozzi | Chief Investment Officer | 55 (11) 2729-1060 | marcos.paolozzi@hieron.com.br | contato@gowcapital.com | Av. Magalhães de Castro, 4 800 – Torre Capital Building, 26º andar – Conj. 264 - Cidade Jardim | Sao Paulo | SP | 05676-120 | Brazil | South America | Harvard University | https://www.linkedin.com/in/marcospaolozzi/ | Real Estate | 2.019 | https://www.linkedin.com/company/hieron-patrimônio-familiar-e-investimento/ | https://hieron.com.br/en/ | Hieron Family Office was established with this purpose: to enable the achievement of the “financial, wealth and family” welfare of its clients. In other words, to incorporate Wealth Being into Wealth Management. We are part of Hieron Patrimônio Familiar e Investimento, a private, independent, global group specialized in wealth management, investment and financial solutions. We know that much of the family peace comes from the organization, planning, and managing the financial and equity resources. Knowing that everything is in order, under control, well managed and without conflict brings harmony and happiness to individuals and families. | MF | |||||
| Hieron Family Office | Lucas | Lemos | Investment Management | 55 (11) 2729-1060 | lucas.lemos@hieron.com.br | contato@gowcapital.com | Av. Magalhães de Castro, 4 800 – Torre Capital Building, 26º andar – Conj. 264 - Cidade Jardim | Sao Paulo | SP | 05676-120 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/lucas-lemos-cga-266bb8164/ | Real Estate | 2.019 | https://www.linkedin.com/company/hieron-patrimônio-familiar-e-investimento/ | https://hieron.com.br/en/ | Hieron Family Office was established with this purpose: to enable the achievement of the “financial, wealth and family” welfare of its clients. In other words, to incorporate Wealth Being into Wealth Management. We are part of Hieron Patrimônio Familiar e Investimento, a private, independent, global group specialized in wealth management, investment and financial solutions. We know that much of the family peace comes from the organization, planning, and managing the financial and equity resources. Knowing that everything is in order, under control, well managed and without conflict brings harmony and happiness to individuals and families. | MF | |||||
| 510 | Highvern | Martin | Hall | Managing Director | 44 779 777-9869 | 44 153 448-0600 | martinhall@highvern.com | info@highvern.com | Whiteley Chambers, Don Street | St. Helier | JE2 4TR | Jersey | Europe | University of Warwick | https://www.linkedin.com/in/martin-hall-081a4139/ | Real Estate, Corporate Services, Private Funds, Sports & Entertainment, Private Capital Funds, Private Equity, Debt, Renewables, Real Estate | 2.016 | https://www.linkedin.com/company/highvern/ | https://www.highvern.com/ | Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. | MF | ||||
| Highvern | Richard | Joynt | Head of Family Office Services | 44 153 448-0656 | 44 153 448-0600 | richardjoynt@highvern.com | info@highvern.com | Whiteley Chambers, Don Street | St. Helier | JE2 4TR | Jersey | Europe | University of Warwick | https://www.linkedin.com/in/richard-joynt-9b0a9924/ | Real Estate, Corporate Services, Private Funds, Sports & Entertainment, Private Capital Funds, Private Equity, Debt, Renewables, Real Estate | 2.016 | https://www.linkedin.com/company/highvern/ | https://www.highvern.com/ | Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. | MF | |||||
| Highvern | Aidan | O'Flanagan | Director, Head of Funds | 44 153 448-0690 | 44 153 448-0600 | aidanoflanagan@highvern.com | info@highvern.com | Whiteley Chambers, Don Street | St. Helier | JE2 4TR | Jersey | Europe | Dublin City University | https://www.linkedin.com/in/aidan-o-flanagan-0592217/ | Real Estate, Corporate Services, Private Funds, Sports & Entertainment, Private Capital Funds, Private Equity, Debt, Renewables, Real Estate | 2.016 | https://www.linkedin.com/company/highvern/ | https://www.highvern.com/ | Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. | MF | |||||
| Highvern | James | Bryant | Head of Fund Operations | 44 153 448-0692 | 44 153 448-0600 | jamesbryant@highvern.com | info@highvern.com | Whiteley Chambers, Don Street | St. Helier | JE2 4TR | Jersey | Europe | https://www.linkedin.com/in/james-bryant-ba346534/ | Real Estate, Corporate Services, Private Funds, Sports & Entertainment, Private Capital Funds, Private Equity, Debt, Renewables, Real Estate | 2.016 | https://www.linkedin.com/company/highvern/ | https://www.highvern.com/ | Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. | MF | ||||||
| Highvern | Naomi | Rive | Group Director & Head of Family Office | 44 779 784-3544 | 44 153 448-0600 | naomirive@highvern.com | info@highvern.com | Whiteley Chambers, Don Street | St. Helier | JE2 4TR | Jersey | Europe | University of Birmingham | https://www.linkedin.com/in/naomi-rive-85396327/ | Real Estate, Corporate Services, Private Funds, Sports & Entertainment, Private Capital Funds, Private Equity, Debt, Renewables, Real Estate | 2.016 | https://www.linkedin.com/company/highvern/ | https://www.highvern.com/ | Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. | MF | |||||
| 511 | Hilders Family Office | Peter | Hilders | Trusted Counsel | 31 703 469 447 | 31 703 617 437 | peter.hilders@ambog.com | Nieuwe Uitleg 21 | The Hague | 2514 BR | The Netherlands | Europe | Erasmus University Rotterdam | https://www.linkedin.com/in/peterhilders/ | Real Estate | 2.018 | http://www.ambog.com/ https://www.roomburgh.nl/ | Hilders Family Office is an Amsterdam, The Netherlands-based single family office firm for the Hilders Family. | SF | ||||||
| 512 | Hillspire, LLC | Ken | Goldman | President | (650) 376-7100 | (650) 454-8993 | kgoldman5@gmail.com | 555 Bryant Street #370 | Palo Alto | CA | 94301 | United States of America | North America | Cornell University / Harvard Business School | https://www.linkedin.com/in/ken-goldman-552a472/ | Real Estate, Aviation, Maritime Activities | 2.007 | staff@theschmidt.org | http://www.11thhourproject.org/ http://theschmidt.org/ https://tsffoundation.org/ | https://www.linkedin.com/company/hillspire-llc/ | Hillspire is an integrated single-family office based in Palo Alto, California serving all the activities of Eric and Wendy Schmidt, including The Schmidt Family Foundation, the Schmidt Ocean Institute, and Schmidt Futures, and supporting 350+ employees worldwide. | SF | |||
| Hillspire, LLC | Wendy | Schmidt | Founder | (650) 376-7100 | (650) 454-8993 | wendy@11thhourproject.org | 555 Bryant Street #370 | Palo Alto | CA | 94301 | United States of America | North America | Real Estate, Aviation, Maritime Activities | 2.007 | http://www.11thhourproject.org/ http://theschmidt.org/ https://tsffoundation.org/ | https://www.linkedin.com/company/hillspire-llc/ | Hillspire is an integrated single-family office based in Palo Alto, California serving all the activities of Eric and Wendy Schmidt, including The Schmidt Family Foundation, the Schmidt Ocean Institute, and Schmidt Futures, and supporting 350+ employees worldwide. | SF | |||||||
| 513 | Hilshaw Group | Lal | Bhatia | Chairman & CEO | info@hilshawgroup.com | 314, Building 4, Emaar Business Park | Dubai | United Arab Emirates | Asia | Hawaii Pacific University | https://www.linkedin.com/in/lal-bhatia/ | UAE Real Estate Market, Low Supply, Real Estate Development Funding | 2.006 | $500M | http://lalbhatia.com/ | https://hilshawgroup.com/ | Hilshaw Group is a Multi Family Office with an existing Fund Size of USD 500 Million. The Company primarily invests in low supply and finite real estate opportunities and has allocated USD 175 Million towards the UAE Real Estate Market. | MF | |||||||
| 514 | HMSA Group | Geoff | Melamet | Director | 44 207 724-9434 | 44 207 724-9097 | gmelamet@hmsa-group.com | Milner House, 14 Manchester Square | London | W1U 3PP | United Kingdom | Europe | https://www.linkedin.com/in/geoff-melamet-79982a9/ | Real Estate, Fiduciary Services, Wealth Structuring and Protection, Multi Family Office, Entrepreneurial Support, Accounting and Back Office Services, HMSA Property Services | 2.013 | £235M | https://www.hmsa-group.com/ | HMSA Group operates as a multi family office service provider. HMSA provides high-net worth families with a traditional family office and concierge services. Our clients can draw on our wide experience, expertise and organisational capability designed to help them with a number of complex situations financial and non-financial. We provide our clients with immense reassurance across the world, helping with correct know how and coordinating external specialists as and when required across a number of areas. Multi Family Office ensures access to the trusted advice and prompt action you may need across a wide range of disciplines. | MF | ||||||
| 515 | HMV Group | David | Choo | Director | david@hmvsf.com | 26314 S. Western Avenue, Suite 200 | Lomita | CA | 90717 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/david-choo-a30297142/ | Real Estate | https://www.linkedin.com/company/hmvgroup/ | HMV, a single family office real estate investment/development firm with offices in California. David Choo is responsible for the overall investment activities of HMV, a single family office real estate investment/development firm with offices in California. He has over 30 years of extensive experience in the real estate investment and mortgage financing industries as an investor, land developer, and mortgage banker with an emphasis on large scale land assemblage and programmatic design of unique mixed-use projects. Mr. Choo has been a licensed California Real Estate Broker since 1995. | SF | ||||||||
| 516 | Hoban Family Office | Tom | Hoban | Chairman & Co-Founder | (425) 654-6526 | tomhoban@hobanfamilyoffice.com | info@hobanfamilyoffice.com | 2829 Rucker Avenue | Everett | WA | 98701 | United States of America | North America | University of Notre Dame | https://www.linkedin.com/in/tom-hoban-04b57124/ | Real Estate, Private Equity, REIT, Private Equity, PERE | 1.987 | Ofice: (425) 339-3638, Direct: (425) 551-0802, tomhoban@coastmgt.com | https://www.coastmgt.com/ | https://hobanfamilyoffice.com/ | The Hoban Family Office (HFO) is a single family office with a direct investment mandate covering real estate, operating businesses, and private equity/angel opportunities. Our core strategy is built to protect our capital for future generations and grow our first generation wealth through low to moderate risk co-investments and direct investments while creating opportunities for other family offices to join in investing in our sponsored real estate investment offerings through Coast Equity Partners. After brief careers in banking and sales, The Hoban brothers identified a market being underserved in the Seattle area and started the first of their real estate operating companies, Coast Property Management, in 1987. Today, that company manages over $5 billion of apartment, office, retail, self-storage and mobile home park properties from offices in the Bellevue/Everett area, Portland, Spokane, Boise and Phoenix. | SF | |||
| Hoban Family Office | Shawn | Hoban | CEO & Co-Founder | (425) 654-6526 | shawnhoban@coastmgt.com | info@hobanfamilyoffice.com | 2829 Rucker Avenue | Everett | WA | 98701 | United States of America | North America | University of Notre Dame / Stanford University | https://www.linkedin.com/in/shawnhoban/ | Real Estate, Private Equity, REIT, Private Equity, PERE | 1.987 | https://www.coastmgt.com/ | https://hobanfamilyoffice.com/ | The Hoban Family Office (HFO) is a single family office with a direct investment mandate covering real estate, operating businesses, and private equity/angel opportunities. Our core strategy is built to protect our capital for future generations and grow our first generation wealth through low to moderate risk co-investments and direct investments while creating opportunities for other family offices to join in investing in our sponsored real estate investment offerings through Coast Equity Partners. After brief careers in banking and sales, The Hoban brothers identified a market being underserved in the Seattle area and started the first of their real estate operating companies, Coast Property Management, in 1987. Today, that company manages over $5 billion of apartment, office, retail, self-storage and mobile home park properties from offices in the Bellevue/Everett area, Portland, Spokane, Boise and Phoenix. | SF | |||||
| 517 | Holding & Single-Family Office | Agnieszka | Nöel-Druzd | Independent Director, Board Member | lagno6791@gmail.com | Boulevard Napoléon 1er 76 | Luxembourg | 2210 | Luxembourg | Europe | https://www.linkedin.com/in/agnieszka-nöel-druzd-7ab47b2b/ | Real Economy, Impact Investing, Real Estate, Due Diligence, Deal Sourcing | 2.020 | Governance & Strategic Advisory; Direct investments (real economy, impact investing); real estate; due diligence, deal sourcing. Assist in investment strategy set-up, portfolio management & monitoring; Relations with local partners and a bank; Relations with the founders of invested companies; Operational, administrative, and monitoring of the SFO. | SF | ||||||||||
| 518 | Hollenbeck Family Office | Andrew | Hollenbeck | General Counsel | (312) 525-5713 | andrew.hollenbeck@ubs.com | 1285 Avenue of the Americas | New York | NY | 10019 | United States of America | North America | Indiana University | https://www.linkedin.com/in/andy-hollenbeck-36b2b56/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.021 | Experienced asset management and family office general counsel and private fund professional with national law firm experience and undergraduate majors in finance and accounting. Focused on finding creative solutions to achieve business goals while thoughtfully managing risk. Effective transactional lawyer with respected business judgment. Experienced at distilling complex regulation into practical business advice. Hands-on approach to managing outside counsel, legal expenses and closing deals on time. Enjoy process improvement and mentoring junior team members. | SF | |||||||
| 519 | Hopp Family Office | Daniel | Klußmann | Managing Director | daniel.klussmann@7280ia.com | Mannheim | 68219 | Germany | Europe | Heidelberg University | https://www.linkedin.com/in/daniel-klußmann-02264119/ | Technology, Renewable Energies, Real Estate | mail@danielklussmann.com | https://www.7280ia.com/ | https://www.linkedin.com/company/hopp-family-office/ | Hopp Family Office is the family office of the Hopp family based in Mannheim. Our focus is on managing the Hopp family's investments in the areas of technology, renewable energies and real estate. Due to the diversity of activities and assets, the daily challenges are diverse. Business ideas that keep coming up promise an insight into different industries, types of companies and corporate forms. Additional assets of various types regularly expand the portfolio. Our team consists of specialists in the areas of law, tax consulting, real estate, finance and accounting and controlling. We proudly work for the Hopp family, who move, invest and create a lot in the Rhine-Neckar area. | SF | ||||||||
| 520 | Horizon Capital Holdings | Enzo | Gabrielli | Executive Vice President & Chief Financial Officer | (514) 982-3901 | egabrielli@horizoncap.ca | 759 Rue du Square-Victoria | Montréal | QC | H2Y 2J7 | Canada | North America | Concordia University | https://www.linkedin.com/in/enzo-gabrielli-cpa-ca-cfa-icd-d-64b3a45/ | Private Equity, Venture Capital, Real Estate, Technology, Software, Computer | https://www.linkedin.com/company/horizon-capital-holdings/ | Horizon Capital Holdings is the Family office of the Right Honorable Paul Martin. In addition to providing management services to family members, Horizon is a broad-based investment vehicle for non-marine related holdings, providing diversification from CSL Group (Canada Steamship Lines), the principal holding of the Family. CSL Group is the world's largest commercial manager of self-unloading vessels and operates highly specialized fleet for off-shore transhippers and bulk carriers. | SF | |||||||
| Horizon Capital Holdings | Alex | Farley | Executive Vice President | (514) 982-3901 | afarley@horizoncap.ca | 759 Rue du Square-Victoria | Montréal | QC | H2Y 2J7 | Canada | North America | McGill University | https://www.linkedin.com/in/alex-farley-b622b95/ | Private Equity, Venture Capital, Real Estate, Technology, Software, Computer | https://www.linkedin.com/company/horizon-capital-holdings/ | Horizon Capital Holdings is the Family office of the Right Honorable Paul Martin. In addition to providing management services to family members, Horizon is a broad-based investment vehicle for non-marine related holdings, providing diversification from CSL Group (Canada Steamship Lines), the principal holding of the Family. CSL Group is the world's largest commercial manager of self-unloading vessels and operates highly specialized fleet for off-shore transhippers and bulk carriers. | SF | ||||||||
| Horizon Family Office | Nadia | Wang | Financial Analyst | nadiawang47@gmail.com | 300 Park Ave., 12th Floor | New York | NY | 10022 | United States of America | North America | Fordham University | https://www.linkedin.com/in/chunhui-nadia-wang-950369140/ | Estate Planning, Financial Planning, Assets Protection, Life Insurance , Asset Isolation, Tax Planning, Immigration Tax, Real Estate Consultation | 2.014 | https://www.linkedin.com/company/horizonfous/ | https://horizonfouseng.wordpress.com/ | Horizon Family Office is an international Multi-family office based in New York City. The U.S. division service team is composing by a group of Wall Street elites and associated organizations including, financial planner, investment advisor, CFAs, CPAs, licensed trust attorneys, licensed attorneys, financial advisor, insurance planner and other expertise with their group. The service team in China is composing by CFPs, accountants, attorneys, training specialists and administrative consultant. Meanwhile, we also closely cooperated with numerous investment banks, saving banks, private banks, fund companies, accounting firms and law offices in US and China. The main goal of our firm is to bring the Wall Street Level Professionalism and Service to China. | MF | |||||||
| Horsman Holdings LLC | Patrick | Horsman | Managing Partner | (212) 227-6297 | ph@cashmere.capital | info@horsmanholdings.com | 1111 Kane Concourse, Suite 603 | Miami Beach | FL | 33154 | United States of America | North America | University of Arizona - Eller College of Management | https://www.linkedin.com/in/patrickhorsman/ | Alternative Investments Hedge Funds, Private Equity, Real Estate, Direct Venture focused on Esoteric Niche Strategies, Litigation, Agriculture, Insurance, Technology | 2.008 | PH@CoralCapital.io | https://www.cashmere.capital/team/patrick-horsman-cfa/ https://www.patrickhorsmanfoundation.com/ https://www.coralcapital.io/team | http://www.horsmanholdings.com/ | Single Family Office for the Horsman Family, Trusts, Insurance Companies and related Entities. Invested predominantly in alternative investments hedge funds, private equity, real estate, direct venture. Focused on esoteric niche strategies, Litigation, Agriculture, Insurance, Technology, etc. | SF | ||||
| Horsman Holdings LLC | Russell | Gross | Chief Investment Officer | (305) 290-6020 | rg@cashmere.capital | info@horsmanholdings.com | 1111 Kane Concourse, Suite 603 | Miami Beach | FL | 33154 | United States of America | North America | University of Hartford / NYU Stern School of Busines | https://www.linkedin.com/in/russell-g-2a4493/ | Alternative Investments Hedge Funds, Private Equity, Real Estate, Direct Venture focused on Esoteric Niche Strategies, Litigation, Agriculture, Insurance, Technology | 2.008 | https://www.cashmere.capital/team/russell-gross/ | http://www.horsmanholdings.com/ | Single Family Office for the Horsman Family, Trusts, Insurance Companies and related Entities. Invested predominantly in alternative investments hedge funds, private equity, real estate, direct venture. Focused on esoteric niche strategies, Litigation, Agriculture, Insurance, Technology, etc. | SF | |||||
| 521 | Houben Vermögensverwaltung GmbH | Burkhart | Houben | Executive Director | 49 892 919 000 | ankauf@houben.com | ankauf@houben.com | Sendlinger Str. 24 | Munich | D-80331 | Germany | Europe | Residential, Commercial Property, Real Estate | €100M | http://houben.com/ | Houben Vermögensverwaltung the private family office of the Houben family and own a considerable set of real estate in Munich. To discretely extend our own holdings, we are continuously looking for multi-family residences in the city area of Munich for purchasing. We prefer objects with a lettable surface of 500 to 5,000 m² per house. We also purchase house parts, fractions and inheritance shares. Additionally, we acquire individual apartments in Altstadt, Lehel, Schwabing, Maxvorstadt. | SF | ||||||||
| 522 | Hoyng Corporate Executive B.V. | Oliver | Hoyng | Managing Director, Owner & Principal | 44 207 268-2454 | o.hoyng@gmail.com | Diependaalsedrift 34 | Hilversum | 1213 CR | The Netherlands | Europe | University of Amsterdam | https://www.linkedin.com/in/oliver-hoyng-83736712/ | Retail, Real Estate, Private Equity, Financial Services | Managing Director of the Dutch arm of an international advisory office (single family office) established in the 1950s by a European family of entrepreneurs. Focus on retail, real estate, private equity and financial services. | SF | |||||||||
| 523 | HP Wealth Management (S) Pte Ltd. | Edwin | Chan | Senior Portfolio Manager | 65 6603 9792 | 65 6603 9791 | edwin.chan@hpwm.sg | enquiries@hpwm.sg | 137 Telok Ayer Street, #08-05 | Singapore | 068602 | Singapore | Asia | National University of Singapore | https://www.linkedin.com/in/edwin-chan-cfa-81b6a949/ | Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds | 2.009 | $770M | https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ | https://www.hpwm.sg/ | HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. | MF | |||
| HP Wealth Management (S) Pte Ltd. | Michael | Foo | Chief Investment Officer & Partner | 65 6603 9797 | 65 6603 9791 | michael.foo@hpwm.sg | enquiries@hpwm.sg | 137 Telok Ayer Street, #08-05 | Singapore | 068602 | Singapore | Asia | Schulich School of Business - York University | https://www.linkedin.com/in/michael-foo-b3a41116/ | Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds | 2.009 | $770M | https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ | https://www.hpwm.sg/ | HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. | MF | ||||
| HP Wealth Management (S) Pte Ltd. | Urs | Brutsch | Managing Partner & Founder | 65 6603 9799 | 65 6603 9791 | urs.brutsch@hpwm.sg | enquiries@hpwm.sg | 137 Telok Ayer Street, #08-05 | Singapore | 068602 | Singapore | Asia | University of Cambridge | https://www.linkedin.com/in/urs-brutsch-7b9aa18/ | Private Equity, Bonds and Alternatives Investments, Real Estate, Commodities and Hedge Funds | 2.009 | $770M | https://www.linkedin.com/company/horus-partners-wealth-management-group-sa/ | https://www.hpwm.sg/ | HPWM is an independent wealth management/multi-family office founded in Singapore in 2009 that provides independent advice and tailor-made investment management services to high-net-worth individuals and families. The firm needed top-tier managers for its growing portfolio of alternatives. | MF | ||||
| 524 | HS Family Office GmbH | Richard | Hesko | Executive Partner | 49 7361 975-2470 | 49 7361 370-1897 | r.hesko@hsfamilyoffice.com | Mendelstrasse 25 | Aalen | 73432 | Germany | Europe | Real Estate | 2.017 | https://hsfamilyoffice.com/ | HS Family Office represents wealthy families, investors from Germany and abroad, as well as HNWIs. We have made it our task to take care of their real estate assets and real estate investments holistically and we only look after the interests of our own clients. The focus of our activities is on portfolio management and targeted property asset accumulation, as well as asset controlling and the transfer of family assets. Other focal points of our activities are the individual support of our clients in the area of buying and selling real estate, the procurement of any required external capital, as well as gaining access for our clients to national and international networks, business contacts and other wealthy people and HNWIs. | MF | ||||||||
| 525 | Hub Finanical Management, Inc. | Julie | Lubin | President & Founder | (805) 681-0434 | (805) 683-4564 | jlubin@someracapital.com | 136 West Canon Perdido Street, Suite 102 | Santa Barbara | CA | 93101 | United States of America | North America | https://www.linkedin.com/in/julie-lubin-a2312a2b/ | Commercial Real Estate Firm, Luxury, Technology, Media & Communications | 1.985 | https://www.someracapital.com/ | https://www.hubfin.com/ | Hub Financial Management is a full-service multi-family office. Our mission is to promote the financial and practical well-being of our clients, their families, and their businesses. We take care of the details, so that they can focus on their lives. | MF | |||||
| 526 | Huizenga Capital Management | David | Erhardt | Vice President | (630) 990-2100 | (630) 990-2110 | derhardt@huizengacapital.com | info@huizengacapital.com | 2215 York Road, Suite 500 | Oakbrook | IL | 60523 | United States of America | North America | DePaul University | https://www.linkedin.com/in/david-erhardt-caia-46b50521/ | Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas | 1.990 | https://www.linkedin.com/company/huizenga-capital-management/ | https://www.huizenga.capital/ | Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. | SF | |||
| Huizenga Capital Management | Brad | Bryndal | Managing Director | (630) 990-2100 | (630) 990-2110 | bbryndal@huizengacapital.com | info@huizengacapital.com | 2215 York Road, Suite 500 | Oakbrook | IL | 60523 | United States of America | North America | Miami University | https://www.linkedin.com/in/brad-bryndal-45092a2/ | Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas | 1.990 | https://www.linkedin.com/company/huizenga-capital-management/ | https://www.huizenga.capital/ | Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. | SF | ||||
| Huizenga Capital Management | David | Bradley | President | (630) 990-2100 | (630) 990-2110 | dbradley@huizengacapital.com | info@huizengacapital.com | 2215 York Road, Suite 500 | Oakbrook | IL | 60523 | United States of America | North America | https://www.linkedin.com/in/david-bradley-18066a25/ | Private Equity, Venture Capital, Hedge Funds, Public Securities, Real Estate, Oil & Gas | 1.990 | https://www.linkedin.com/company/huizenga-capital-management/ | https://www.huizenga.capital/ | Huizenga Capital Management (“HCM”) is the family office for the Huizenga family. HCM was founded in 1990 and oversees investments in a wide range of asset classes, including private equity, venture capital, hedge funds, public securities, real estate and oil & gas. The Huizenga family has been involved in founding, operating and investing in numerous successful businesses including Waste Management, Blockbuster Video and a wide range of private businesses. The firm was recognized by Institutional Investor as its “2012 Family Office of the Year”. | SF | |||||
| 527 | Humilis, LLC | Rudolph | Shevat | Chief Investment Officer | info@humilisllc.com | 5200 Town Center Circle, 4th Floor | Boca Raton | FL | 33486 | United States of America | North America | Cornell University | https://www.linkedin.com/in/rudolph-shevat-1183b62/ | Equity Hedge Funds, Fixed Income, Private Equity, Real Estate, Venture Capital | $5M | http://humilisllc.com/ | Humilis is a multi-family office headquartered in Boca Raton, Florida. We are seeking Limited Partner and direct investments in Equity Hedge Funds, Fixed Income, Private Equity, Real Estate and Venture Capital. | MF | |||||||
| 528 | Hung Trinh Family Office | Hung | Trinh | Managing Partner, Founder & Chairman Board of Directors | (301) 975-2228 | hung.trinh@nist.gov | https://www.linkedin.com/in/hung-trinh-ad/ | Private Equity, Equities, Alternative Investment, Real Estate, Proprietary and Quantitative Strategies in US/EU | 2.023 | Chairman, Managing Partner and founder of a private family office and directing wealth, estate, and portfolio management including equities, alternative, proprietary and quantitative strategies in US/EU. This office was founded exclusively on self-made funds in alternatives. | SF | ||||||||||||||
| 529 | Hunter Creek Advisors, LLC | Guilford | Forbes | Portfolio Manager - Private Investments | info@huntercreekllc.com | 412 West 15th Street, 16th Floor | New York | NY | 10011 | United States of America | North America | Boston College | https://www.linkedin.com/in/guilford-gil-forbes-4ab02410/ | Direct Investments and Fund Commitments in Private Equity, Real Estate, Credit, Growth Equity, and Venture Capital | https://www.linkedin.com/company/hunter-creek-advisors-llc/ | https://www.huntercreekllc.com/ | Hunter Creek is a single-family office in New York with a flexible mandate to invest across asset classes and transaction types. The firm makes direct investments and fund commitments in private equity, real estate, credit, growth equity, and venture capital. | SF | |||||||
| 530 | Huriya Private | John | Hanafin | Founder & CEO | Direct: 971 4589 6434 | john.hanafin@huriyaprivate.com | info@huriyaprivate.com | Suite 1601 Lake Central Tower, Business Bay | Dubai | United Arab Emirates | Asia | De Montfort University | https://www.linkedin.com/in/hanafinjohn/ | Corporate Structuring, Trusts & Foundations, Real Estate Investment, Art & Collectibles | 2.018 | https://www.linkedin.com/company/huriya-private/ | https://www.huriyaprivate.com/ | Huriya Private, a boutique corporate fiduciary, immigration and multi family office, serving a select clientele. Our multi-family office ensures that the right people benefit from your wealth through carefully designed succession and inheritance planning. Huriya’s long standing relationships with many successful families, has resulted in our offering of a fully outsourced company administration team, managing families investments and assets, applying correct corporate governance, wealth structuring, succession planning, third party fee management and corporate consolidation. The term “Family Office” can have many meanings, and our offering is certainly considered bespoke, flexible and confidential. | MF | ||||||
| Huriya Private | Katerina | Pawlowska | Chief Operations Officer | Direct: 971 5 0436 3698 | katerina.pawlowska@huriya.ae | info@huriyaprivate.com | Suite 1601 Lake Central Tower, Business Bay | Dubai | United Arab Emirates | Asia | Corporate Structuring, Trusts & Foundations, Real Estate Investment, Art & Collectibles | 2.018 | https://irishfinancialadviser.wordpress.com/ https://businessimprovement.group/team/bill-anderson/ | https://www.huriyaprivate.com/ | Huriya Private, a boutique corporate fiduciary, immigration and multi family office, serving a select clientele. Our multi-family office ensures that the right people benefit from your wealth through carefully designed succession and inheritance planning. Huriya’s long standing relationships with many successful families, has resulted in our offering of a fully outsourced company administration team, managing families investments and assets, applying correct corporate governance, wealth structuring, succession planning, third party fee management and corporate consolidation. The term “Family Office” can have many meanings, and our offering is certainly considered bespoke, flexible and confidential. | MF | |||||||||
| 531 | Hutton Capital Management | Robert | Schechter | General Counsel | (212) 494-9005 | rschechter@huttoncm.com | info@huttoncm.com | 207 W 25th Street, 9th Floor | New York | NY | 10001 | United States of America | North America | Hofstra University | https://www.linkedin.com/in/robert-schechter-8974214a/ | Real Estate Lending, Solar Financing Tax, Mobile Home Financing, Consumer Lending (domestic and international), Residual Financing | 2.012 | https://www.linkedin.com/company/hutton-capital-management/ | http://www.huttoncm.com/ | What began as a family office under the auspices of Hutton Capital Management (HCM) has evolved into a successful partnership between HCM, other family offices and a hand picked group of high net worth investors. As experienced asset-based lenders in the alternative finance space, our core strength is our capability to evaluate collateral and invest in businesses that most conventional financial institutions do not typically finance. We have become the preferred alternative to traditional bank financing due to our stringent yet flexible underwriting and creative "out of the box" structuring. Our mission at Hutton Capital Management is to assist individuals and organizations in financing and enhancing their business activities in a quick and efficient manner. We are thoroughly committed to providing borrowers with quality financial solutions along with the support and advice needed during the loan process. All of our businesses reflect HCM’s strong partnership culture, solid foundation of intellectual capital, commitment to exceptional performance and uncompromising integrity. We have designed our process to be fast, reliable, flexible and professional. | MF | ||||
| Hutton Capital Management | Ron | Friedman | Chief Executive Officer | (212) 494-9005 | rfriedman@huttoncm.com | info@huttoncm.com | 207 W 25th Street, 9th Floor | New York | NY | 10001 | United States of America | North America | https://www.linkedin.com/in/ron-friedman-bb70a4a/ | Real Estate Lending, Solar Financing Tax, Mobile Home Financing, Consumer Lending (domestic and international), Residual Financing | 2.012 | https://www.linkedin.com/company/hutton-capital-management/ | http://www.huttoncm.com/ | What began as a family office under the auspices of Hutton Capital Management (HCM) has evolved into a successful partnership between HCM, other family offices and a hand picked group of high net worth investors. As experienced asset-based lenders in the alternative finance space, our core strength is our capability to evaluate collateral and invest in businesses that most conventional financial institutions do not typically finance. We have become the preferred alternative to traditional bank financing due to our stringent yet flexible underwriting and creative "out of the box" structuring. Our mission at Hutton Capital Management is to assist individuals and organizations in financing and enhancing their business activities in a quick and efficient manner. We are thoroughly committed to providing borrowers with quality financial solutions along with the support and advice needed during the loan process. All of our businesses reflect HCM’s strong partnership culture, solid foundation of intellectual capital, commitment to exceptional performance and uncompromising integrity. We have designed our process to be fast, reliable, flexible and professional. | MF | ||||||
| 532 | Hyatt Bangia Family Office | Elmer | Kim | Chief Investment Officer & Head | 44 207 269-1700 | 44 207 269-1710 | elmer.kim@datastealth.io | 5520 Explorer Drive, Suite 202 | Mississauga | ON | L4W 5L1 | Canada | North America | University of Toronto | Private Equity, Real Estate | $750M | elmerkim@datastealth.io, ekim@datastealth.io, elmer@datastealth.io, elmer.kim@crimsonam.com, elmerkim@crimsonam.com, ekim@crimsonam.com, elmer@crimsonam.com | https://crimsonam.com/our-team/elmer-kim/ https://www.datastealth.io/about-us | Hyatt Bangia Family Office, a private family office established to manage the assets of the Hyatt and Bangia families. | SF | |||||
| 533 | Hylas Holdings GmbH | Andreas | Buchner | Managing Director | 49 899 810-3942 | 49 899 810-3941 | buchner@hylas.de | info@hylas.de | Nymphenburger Str. 29 | Munich | 80335 | Germany | Europe | https://www.linkedin.com/in/andreas-buchner-a70b10229/ | Entrepreneurial Direct Investments, Real Estate, Art | 1.997 | https://www.hylas.holdings/ | Hylas Holdings is the single family office of an entrepreneurial family. Hylas Holdings was founded in Munich in 1997 and has the task of organizing the activities of the owner family in the long term and sustainably. | SF | ||||||
| 534 | Hyperion Wealth Management Ltd | Raymond | Kirsche | Managing Partner | 350 20 064 704 | 350 20 051 429 | rkirsche@hyperion.gi | info@hyperion.gi | 92 Irish Town | Gibraltar | Europe | London Metropolitan University | https://www.linkedin.com/in/raymond-kirsche-ceo-hyperion-group-169b8233/ | Real Estate, Alternative Investments | 2.010 | https://www.hyperion.gi/ | Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. | MF | |||||||
| Hyperion Wealth Management Ltd | Frederic | Ohana | Partner | 350 20 064 704 | 350 20 051 429 | fohana@hyperion.gi | info@hyperion.gi | 92 Irish Town | Gibraltar | Europe | Pierre and Marie Curie University | https://www.linkedin.com/in/frederic-ohana-partner-at-hyperion-group-of-companies-51669b1b/ | Real Estate, Alternative Investments | 2.010 | https://www.hyperion.gi/ | Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. | MF | ||||||||
| Hyperion Wealth Management Ltd | Stephen | Holland-Morgan | Chief Financial Officer | 44 208 144-3180 | 44 753 428-9566 | stephen@holland-morgan.com | info@hyperion.gi | 92 Irish Town | Gibraltar | Europe | Real Estate, Alternative Investments | 2.010 | https://www.hyperion.gi/ | Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. | MF | ||||||||||
| Hyperion Wealth Management Ltd | Vicente | Mancheno | Chief Investment Officer | 350 20 064 704 | 350 20 051 429 | vmancheno@hyperion.gi | info@hyperion.gi | 92 Irish Town | Gibraltar | Europe | https://www.linkedin.com/in/vicente-mancheno-56a899b/ | Real Estate, Alternative Investments | 2.010 | https://www.hyperion.gi/ | Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. | MF | |||||||||
| Hyperion Wealth Management Ltd | Yan | Delgado | Managing Partner | 350 20 064 704 | 350 20 051 429 | ydelgado@hyperion.gi | info@hyperion.gi | 92 Irish Town | Gibraltar | Europe | University of Gibraltar | https://www.linkedin.com/in/yan-kadoche-delgado-ceo-hyperion-group-624710a/ | Real Estate, Alternative Investments | 2.010 | https://www.hyperion.gi/ | Hyperion is a multi-family office located in Gibraltar with a broad product offering and a unique philosophy based on Trust, Transparency and Partnership. | MF | ||||||||
| 535 | Icam & Partners SA | Stefano | Biolo | Director | 41 917 560 113 | 41 917 560 119 | icam@icamsa.ch | Via Nassa 15 | Lugano | 6900 | Switzerland | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/stefano-biolo-77592a7/ | Real Estate, Alternative Investments | 2.015 | €13.28M | https://icamsa.ch/ | Icam & Partners, a new multi-family office focused on the unique needs of high net worth individuals and families. | MF | |||||
| 536 | 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 | The Wharton School | 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 | Villanova University | 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 | Indiana University - Kelley School of Business | 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 | University of Delaware | 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 | University of Delaware | 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 | University of Denver - Daniels College of Business | 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 | University of Cambridge | 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 | University of Virginia | 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 | University of Rhode Island | 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 | ||||
| 537 | ICP Group | Scott | Gosslee | Managing Director | (469) 747-1700 | sgosslee@icpgp.com | investorrelations@icpgp.com | 500 N Akard St., Suite 2010 | Dallas | TX | 75201 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/scott-gosslee-95a670b/ | Private Equity Lower Middle Market, Value-add Opportunistic Real Estate, Multifamily, Industrial, Commercial, Retail | https://www.linkedin.com/company/icpgp/ | https://www.icpgp.com/ | ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate. | MF | |||||
| ICP Group | Alejandro | Salinas | Analyst | (469) 747-1700 | asalinas@icpgp.com | investorrelations@icpgp.com | 500 N Akard St., Suite 2010 | Dallas | TX | 75201 | United States of America | North America | Tecnológico de Monterrey | https://www.linkedin.com/in/alejandro-salinas-6b9876132/ | Private Equity Lower Middle Market, Value-add Opportunistic Real Estate, Multifamily, Industrial, Commercial, Retail | https://www.linkedin.com/company/icpgp/ | https://www.icpgp.com/ | ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate. | MF | ||||||
| ICP Group | Christian | Fuentes | CEO & Managing Partner | (469) 747-1700 | cfuentes@icpgp.com | investorrelations@icpgp.com | 500 N Akard St., Suite 2010 | Dallas | TX | 75201 | United States of America | North America | University of California, Berkeley, Haas School of Business | https://www.linkedin.com/in/fuenteschristian/ | Private Equity Lower Middle Market, Value-add Opportunistic Real Estate, Multifamily, Industrial, Commercial, Retail | https://www.linkedin.com/company/icpgp/ | https://www.icpgp.com/ | ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate. | MF | ||||||
| 538 | Ihag Holding AG | Gaudenz | Trapp | Member of the Executive Board | 41 442 051 414 | 41 442 051 429 | gaudenz.trapp@ihagholding.ch | contact@ihagholding.ch | Bleicherweg 18 | Zurich | CH-8022 | Switzerland | Europe | Bates College | https://www.linkedin.com/in/gaudenz-h-trapp-77923a11/ | Real Estate, Private Equity, Venture Capital, Hotel, Hospitality | https://www.linkedin.com/company/ihag-holding-ag/ | https://www.ihagholding.ch/ | IHAG Holding is an independent, family-owned group of companies. Having grown over several generations, it now holds a diversified portfolio of majority and minority shareholdings in a variety of sectors. Remaining true to its guiding principle of "Investments in Tomorrow", IHAG Holding maintains an entrepreneurial and open perspective. It acts globally with a long-term view, embracing both the preservation of old values and the evolution of new ones. | MF | |||||
| Ihag Holding AG | Oliver | Liechti | Investment Analyst | 41 442 051 414 | 41 442 051 429 | oliver.liechti@ihagholding.ch | contact@ihagholding.ch | Bleicherweg 18 | Zurich | CH-8022 | Switzerland | Europe | Zurich University of Applied Sciences | https://www.linkedin.com/in/oliver-l-4419a624/ | Real Estate, Private Equity, Venture Capital, Hotel, Hospitality | https://www.linkedin.com/company/ihag-holding-ag/ | https://www.ihagholding.ch/ | IHAG Holding is an independent, family-owned group of companies. Having grown over several generations, it now holds a diversified portfolio of majority and minority shareholdings in a variety of sectors. Remaining true to its guiding principle of "Investments in Tomorrow", IHAG Holding maintains an entrepreneurial and open perspective. It acts globally with a long-term view, embracing both the preservation of old values and the evolution of new ones. | MF | ||||||
| 539 | IHSV Inc. | Eric | Henrickson | CFO & CIO | (949) 612-9188 | henrickson@buildamericafund.com | info@buildamericafund.com | 2361 Campus Drive, Suite 101 | Irvine | CA | 92612 | United States of America | North America | California State University-San Bernardino | https://www.linkedin.com/in/ericdhenrickson/ | Real Estate, Venture Capital | 2.012 | $100M | http://www.buildamericafund.com/ | http://ihsv-inc.com/ | Focusing on development of enterprise value resulting in building and maintaining a lasting foundation of wealth and resources for the family. IHSV is a business acquisition and management company, with a comprehensive portfolio of capabilities, bridging global wealth and opportunities. IHSV seeks quality new investments for ourselves and our portfolios while being consistent with our values and philosophy. | SF | |||
| 540 | Illan Participações | Julio | Nakamura | Managing Director | 55 (11) 3627-3000 | julio@illan.com.br | Rua Clodomiro Amazonas, 1000, Vila Nova Conceição | Sao Paulo | SP | 04537-002 | Brazil | South America | https://www.linkedin.com/in/julio-nakamura-a2a417/ | Private Equity, Real Estate Assets, Technology Startups | 2.001 | https://www.linkedin.com/company/illan-participa%C3%A7%C3%B5es/ | https://www.illan.com.br/ | ILLAN is a Multi-Family Office (MFO) focused on the alternative asset class. We help families and high-income individuals (U/HNWI) navigate the challenges of investing in private equity investments, real estate assets and technology startups. The history accumulated since 2001 working in this segment has provided a vast experience and an extensive relationship network that we will share with you. | MF | ||||||
| 541 | Imani Family Office | Edmée | Chandon-Moët | President | 33 140 069 759 | echandon-moet@imani-you.com | 36 avenue Hoche | Paris | 75008 | France | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/edmée-chandon-moet-a0a6714b/ | Alternative Investments, Hedge Funds, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/imani-family-office/ | https://www.imani-you.com/ | Our family office approach is fundamentally human, centered on strong values. It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term. Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. | MF | ||||||
| Imani Family Office | Sébastien | Sitbon | Associate | 33 140 069 759 | ssitbon@imani-you.com | 36 avenue Hoche | Paris | 75008 | France | Europe | https://www.linkedin.com/in/sebastien-sitbon-8106b22b/ | Alternative Investments, Hedge Funds, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/imani-family-office/ | https://www.imani-you.com/ | Our family office approach is fundamentally human, centered on strong values. It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term. Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. | MF | ||||||||
| Imani Family Office | Clémence | Boucher | Family Officer | 33 140 069 759 | cboucher@imani-you.com | 36 avenue Hoche | Paris | 75008 | France | Europe | Université Clermont Auvergne | https://www.linkedin.com/in/boucherclemence/ | Alternative Investments, Hedge Funds, Private Equity, Real Estate | 2.019 | https://www.family-you.eu/ | https://www.imani-you.com/ | Our family office approach is fundamentally human, centered on strong values. It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term. Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. | MF | |||||||
| Imani Family Office | Sylvain | Vivier | Family Officer | 33 140 069 759 | svivier@imani-you.com | 36 avenue Hoche | Paris | 75008 | France | Europe | AUREP | https://www.linkedin.com/in/sylvain-vivier-086692104/ | Alternative Investments, Hedge Funds, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/imani-family-office/ | https://www.imani-you.com/ | Our family office approach is fundamentally human, centered on strong values. It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term. Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. | MF | |||||||
| Imani Family Office | Quentin | Carduner | Family Officer | 33 140 069 759 | qcarduner@imani-you.com | 36 avenue Hoche | Paris | 75008 | France | Europe | Financia Business School | https://www.linkedin.com/in/quentin-carduner-749597150/ | Alternative Investments, Hedge Funds, Private Equity, Real Estate | 2.019 | https://www.linkedin.com/company/imani-family-office/ | https://www.imani-you.com/ | Our family office approach is fundamentally human, centered on strong values. It is based on our ability to comprehensively analyze the increasingly complex financial and legal issues of our clients, taking into account human, family and property data. Alongside them, we are engaging in a 360-degree approach to organize and optimize their wealth strategy, in the short and long term. Heritage engineering: protection schemes, structuring of professional and private heritage, compensation strategies, transmission strategies, or even the implementation of family and corporate governance. | MF | |||||||
| 542 | Immo Prestige Limited | Ead | Samawi | Director | 971 4351 9788 | 971 4325 4589 | ead@immoprestige.ae | info@immoprestige.ae | P.O. Box: 506934, DIFC | Dubai | United Arab Emirates | Asia | Franklin University Switzerland | https://www.linkedin.com/in/ead-samawi-1448a4106/ | Real Estate, Hotel, Hospitality | https://immoprestige.ae/ | Immo Prestige Limited is a single-family office operating in Dubai in the United Arab Emirates. The company's sole activity is Real Estate. We are currently in the process of building the World's tallest hotel CIEL Tower in the Dubai Marina. As the proud owner's of Ciel, we are excited to be adding a new landmark to the Dubai landscape by December 2023. | SF | Office: 2201-North, Emirates Financial Towers Dubai UAE | ||||||
| 543 | Immobilis GmbH | Cordula | Riede | Managing Principal | 49 89 255 495 990 | 49 89 255 495 999 | riede@immobilienvermoegen.com | Maximiliansplatz 12b | Munich | D-80333 | Germany | Europe | Real Estate | 2.009 | Immobilis GmbH, a multi family office on real estate assets only. As a service company for families and their single family offices, Immobilis controls and manages real estate assets especially in Germany, Austria and Switzerland covering the complete portfolio life cycle from the acquisition, management, optimisation up to the exit. | MF | |||||||||
| Immobilis GmbH | Dominike | Rendler | Managing Director | 49 89 255 495 990 | 49 89 255 495 999 | rendler@immobilienvermoegen.com | Maximiliansplatz 12b | Munich | D-80333 | Germany | Europe | Real Estate | 2.009 | Immobilis GmbH, a multi family office on real estate assets only. As a service company for families and their single family offices, Immobilis controls and manages real estate assets especially in Germany, Austria and Switzerland covering the complete portfolio life cycle from the acquisition, management, optimisation up to the exit. | MF | ||||||||||
| 544 | InContext Advisors, LLC | Lynda | Russo | Executive Director | Direct: (312) 819-4497 | lrusso@incontextadvisors.com | 11 E. Adams Street, Suite 900 | Chicago | IL | 60603 | United States of America | North America | Texas A&M University | https://www.linkedin.com/in/lynda-russo-mba-msc-b7ba7799/ | Self-Storage, Manufacturing, Industrial, Financial, Technical Domain, Real Estate | 2.016 | https://www.linkedin.com/company/incontext-advisors-llc/ | https://www.incontextadvisors.com/ | InContext Advisors is a an independent, non-family owned Multi Family Office. In addition to the traditional “central hub” functions of a Family Office, our team performs in-depth due diligence on direct investments. Together we have decades of broad consulting experience spanning almost every manufacturing, industrial, financial and technical domain. We evaluate alternatives based upon strategic input from our client, and assessment of the target’s goals within the context of their market setting. Nuanced risk assessment weighted for materiality helps us develop and negotiate the client’s financial participation in new ventures. | MF | |||||
| InContext Advisors, LLC | Choudhry | Muzaffar | Real Estate Director | Mobile: (312) 709-9527 | choudhry.muzaffar@incontextadvisors.com | 11 E. Adams Street, Suite 900 | Chicago | IL | 60603 | United States of America | North America | University of Illinois Urbana-Champaign | https://www.linkedin.com/in/choudhrymuzaffar/ | Self-Storage, Manufacturing, Industrial, Financial, Technical Domain, Real Estate | 2.016 | cmuzaffa@gmail.com | https://www.linkedin.com/company/incontext-advisors-llc/ | https://www.incontextadvisors.com/ | InContext Advisors is a an independent, non-family owned Multi Family Office. In addition to the traditional “central hub” functions of a Family Office, our team performs in-depth due diligence on direct investments. Together we have decades of broad consulting experience spanning almost every manufacturing, industrial, financial and technical domain. We evaluate alternatives based upon strategic input from our client, and assessment of the target’s goals within the context of their market setting. Nuanced risk assessment weighted for materiality helps us develop and negotiate the client’s financial participation in new ventures. | MF | |||||
| InContext Advisors, LLC | Erica | Buthmann | General Counsel | erica.buthmann@gmail.com | 11 E. Adams Street, Suite 900 | Chicago | IL | 60603 | United States of America | North America | University of Wisconsin-Madison | https://www.linkedin.com/in/erica-buthmann-247491186/ | Self-Storage, Manufacturing, Industrial, Financial, Technical Domain, Real Estate | 2.016 | https://www.linkedin.com/company/incontext-advisors-llc/ | https://www.incontextadvisors.com/ | InContext Advisors is a an independent, non-family owned Multi Family Office. In addition to the traditional “central hub” functions of a Family Office, our team performs in-depth due diligence on direct investments. Together we have decades of broad consulting experience spanning almost every manufacturing, industrial, financial and technical domain. We evaluate alternatives based upon strategic input from our client, and assessment of the target’s goals within the context of their market setting. Nuanced risk assessment weighted for materiality helps us develop and negotiate the client’s financial participation in new ventures. | MF | |||||||
| 545 | 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 | ||||
| 546 | INDEX & Cie | Tommaso | Leodari | Chief Investment Officer | Direct: 971 4 563 8586 | 971 4563 8550 | tl@indexcie.com | info@indexcie.com | Index Tower, Level 10, # 10-12, Dubai international Financial Center, P.O. Box 507069 | Dubai | United Arab Emirates | Asia | Università Bocconi | https://www.linkedin.com/in/tommaso-leodari-aaa2020/ | Private Equity, Energy, M&A, Real Estate, Hedge Funds, Mining, Natural Resources | 2.015 | $450M | CIOteam@indexcie.com | https://www.linkedin.com/company/index-&-cie/ | https://www.indexcie.com/ | INDEX & Cie is a dedicated Wealth Manager & Multi Family Office based in the Dubai International Financial Center (DIFC). We provide solutions to all aspects of a client’s wealth and its protection. Clients have the choice to open an account with Index & Cie directly or work with a selection of top tier International, mandating Index & Cie on the Investment side. We have a dedicated international team of seasoned Wealth Managers knowledgeable about both the onshore and offshore market, as well as a highly experienced Investment team to help you structure your portfolio and actively monitor it thereafter. | MF | |||
| INDEX & Cie | Michael | Reza | Chairman & Founder | 971 5 0148 8952 | 971 4563 8550 | enrroxs@gmail.com | info@indexcie.com | Index Tower, Level 10, # 10-12, Dubai international Financial Center, P.O. Box 507069 | Dubai | United Arab Emirates | Asia | Université Côte d'Azur | https://www.linkedin.com/in/michael-reza-pacha/ | Private Equity, Energy, M&A, Real Estate, Hedge Funds, Mining, Natural Resources | 2.015 | $450M | https://www.enrroxs.com/ | https://www.indexcie.com/ | INDEX & Cie is a dedicated Wealth Manager & Multi Family Office based in the Dubai International Financial Center (DIFC). We provide solutions to all aspects of a client’s wealth and its protection. Clients have the choice to open an account with Index & Cie directly or work with a selection of top tier International, mandating Index & Cie on the Investment side. We have a dedicated international team of seasoned Wealth Managers knowledgeable about both the onshore and offshore market, as well as a highly experienced Investment team to help you structure your portfolio and actively monitor it thereafter. | MF | |||||
| 547 | Indigo South Capital | Hunter | Geddes | Vice President | Direct: (904) 559-2605, Mobile: (904) 424-3047 | (904) 223-9808 | hunterg@indigosouthcapital.com | 1721 Atlantic Boulevard, Suite 200 | Jacksonville | FL | 32207 | United States of America | North America | https://www.linkedin.com/in/hunter-geddes-980a6310b/ | Public and Private Equities, Venture Capital Opportunities, Real Estate | https://www.linkedin.com/company/indigo-south-capital/ | https://indigosouthcapital.com/ | Indigo South Capital is a private family office that invests in public and private equities, venture capital opportunities and real estate. We are interested in acquiring majority interests or outright purchases of privately held enterprises in the small to middle market. ISC seeks business’s with strong management in place and have shown proven track records of success. ISC works closely with management teams to foster strong and independent companies. We look to invest and engage in a broad range of investment activities and our objective is to take an active role in the operational and strategic futures of our investments. We are interested in companies or real estate that are located in the southeast region of the U.S. | SF | ||||||
| Indigo South Capital | Kylie | Geddes | Vice President & Controller | Direct: (904) 559-2605 | (904) 223-9808 | kylieg@indigosouthcapital.com | 1721 Atlantic Boulevard, Suite 200 | Jacksonville | FL | 32207 | United States of America | North America | American University - Kogod School of Business | https://www.linkedin.com/in/kylie-geddes13/ | Public and Private Equities, Venture Capital Opportunities, Real Estate | https://www.linkedin.com/company/indigo-south-capital/ | https://indigosouthcapital.com/ | Indigo South Capital is a private family office that invests in public and private equities, venture capital opportunities and real estate. We are interested in acquiring majority interests or outright purchases of privately held enterprises in the small to middle market. ISC seeks business’s with strong management in place and have shown proven track records of success. ISC works closely with management teams to foster strong and independent companies. We look to invest and engage in a broad range of investment activities and our objective is to take an active role in the operational and strategic futures of our investments. We are interested in companies or real estate that are located in the southeast region of the U.S. | SF | ||||||
| Indigo South Capital | Timothy | Geddes | Founder | Direct: (904) 559-2611, Mobile: (904) 307-0008 | (904) 223-9808 | timg@indigosouthcapital.com | 1721 Atlantic Boulevard, Suite 200 | Jacksonville | FL | 32207 | United States of America | North America | https://www.linkedin.com/in/tim-geddes-b257b3106/ | Public and Private Equities, Venture Capital Opportunities, Real Estate | https://www.linkedin.com/company/indigo-south-capital/ | https://indigosouthcapital.com/ | Indigo South Capital is a private family office that invests in public and private equities, venture capital opportunities and real estate. We are interested in acquiring majority interests or outright purchases of privately held enterprises in the small to middle market. ISC seeks business’s with strong management in place and have shown proven track records of success. ISC works closely with management teams to foster strong and independent companies. We look to invest and engage in a broad range of investment activities and our objective is to take an active role in the operational and strategic futures of our investments. We are interested in companies or real estate that are located in the southeast region of the U.S. | SF | |||||||
| Indigo South Capital | Lang | Tarrant | Partner & Real Estate Development | Direct: (904) 559-2605, Mobile: (904) 571-7999 | (904) 223-9808 | lang@tarrantcompany.com | 1721 Atlantic Boulevard, Suite 200 | Jacksonville | FL | 32207 | United States of America | North America | Jacksonville University | https://www.linkedin.com/in/lang-c-tarrant-697771a4/ | Public and Private Equities, Venture Capital Opportunities, Real Estate | https://www.linkedin.com/company/indigo-south-capital/ | https://indigosouthcapital.com/ | Indigo South Capital is a private family office that invests in public and private equities, venture capital opportunities and real estate. We are interested in acquiring majority interests or outright purchases of privately held enterprises in the small to middle market. ISC seeks business’s with strong management in place and have shown proven track records of success. ISC works closely with management teams to foster strong and independent companies. We look to invest and engage in a broad range of investment activities and our objective is to take an active role in the operational and strategic futures of our investments. We are interested in companies or real estate that are located in the southeast region of the U.S. | SF | ||||||
| 548 | Infinity Capital SA | Anders | Davidsen | Chief Investment Officer | info@infinitycapital.ch | Place des Florentins 1 | Geneva | CH-1204 | Switzerland | Europe | BI Norwegian Business School | https://www.linkedin.com/in/anders-davidsen-942b2224/ | Real Estate, Co-Investment & Private Equity | https://www.linkedin.com/in/infinity-capital-a1296b193/ | https://www.infinity-capital.ch/ | Infinity Capital is a well-established multi-family office based in Geneva, Switzerland. The company provides customized solutions to high net worth families as well as institutional clients. As an independent investment advisor, our priorities are wealth preservation and capital enhancement to best accompany clients in their long term vision. | MF | ||||||||
| 549 | Inflection Capital | Family Office | Marco | Quevedo | Managing Director, Investments | info@inflection-capital.com | 1120 Loma Vista Drive | Beverly Hills | CA | 90210 | United States of America | North America | UC San Diego | https://www.linkedin.com/in/marcoquevedo/ | Early and Late Stage Businesses, Capital Structures and Industries including Software, Consumer Products, FinTech, Financial Technology, Biotech, Machine Learning, AI, Artificial Intelligence, Start-ups, Startups, Private Businesses in all industries, from seed to late stage, Real estate (all types of Real Estate assets), Publicly traded debt and equity securities, Other asset managers, Special situations. | 2.014 | https://www.inflection-capital.com/ | Inflection Capital, the single-family office of a highly successful hedge fund founder Curtis Macnguyen. Curtis was the founder of Ivory Capital, a multi-billion dollar global hedge fund that operated for 20 years (1998 – 2018). At Inflection, we believe in shared success and are actively building a community of like-minded entrepreneurs, innovators, and investors who are passionate and skillful at identifying great investment opportunities that create tremendous value for the community. We will also work together to support certain local and global causes where we feel we can make a meaningful positive contribution. We are strong believers in building high-quality, lasting relationships and believe it is these types of relationships that will give rise to great opportunities to not only create wealth but also give back to the community at large. And lastly, we want everyone involved to enjoy the journey! | SF | |||||||
| 550 | Ingleside Investors LLC | Mayer | Rosenzweig | Managing Director, Investments | (212) 634-3366 | (212) 634-3344 | info@inginv.com | 12 East 49th Street, 41st Floor | New York | NY | 10017 | United States of America | North America | York University / Harvard Business School | https://www.linkedin.com/in/mayer-rosenzweig-40ba981/ | Private Equity, Real estate | 1.984 | https://www.linkedin.com/company/ingleside-investors/ https://www.linkedin.com/in/james-israel-b134266/ https://www.linkedin.com/in/greg-warner-993a8550/ | http://www.inglesidellc.com/ | Ingleside Investors (aka A.C. Israel Enterprises, Inc.), a family holding company specializing in private investments. | SF | ||||
| 551 | InLight Capital, LLC | Stephen | Fletcher | Managing Director & Chief Investment Officer | (281) 275-6827 | sfletcher@healthstratcapital.com | info@inlightcapital.com | 13135 Dairy Ashford Rd., Suite 560 | Sugar Land | TX | 77478 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/stephen-fletcher-3680a17/ | Real Estate | https://www.linkedin.com/in/sutton-fannon-b7463611/ | https://inlightcapital.com/ | InLight Capital is a single-family office based in Sugar Land, TX. InLight invests across virtually all asset classes ranging from public securities and real estate to direct investments in operating companies. | SF | |||||
| 552 | Innocreative Capital, LLC | Mike | Singer | Managing Member | (913) 672-5334 | mike@innocreativecapital.com | contact@innocreativecapital.com | 6320 Canoga Ave. | Woodland Hills | CA | 91367 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/mike-singer-b598a015/ | PRIVATE EQUITY, VENTURE CAPITAL, REAL ESTATE, SPECIAL SITUATIONS, DIRECT LENDING, PUBLIC MARKETS, ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) | mike.singer@innocreativecapital.com, msinger@innocreativecapital.com | https://www.linkedin.com/company/innocreativecapital/ | https://www.innocreativecapital.com/ | Innocreative Capital is a single family office based in Los Angeles, California. Family funds are invested across multiple asset classes and strategies including: * PRIVATE EQUITY * VENTURE CAPITAL * REAL ESTATE * SPECIAL SITUATIONS * DIRECT LENDING * PUBLIC MARKETS * ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) Sourcing the best investment opportunities for the family and finding unique value-add situations are key components of the Innocreative Capital internal investment process. Innocreative Capital does not manage external capital in any capacity. We pride ourselves on leveraging our proprietary strategic partnerships, synergies and resources to maximize efficiencies in our portfolio companies. These synergies include, but are not limited to, talent recruitment, marketing, financial analysis, brand building, and business development. This approach is underpinned by our expectations of accountability, ethical business conduct, and a sense of responsibility for the local communities in which we operate. | SF | ||||
| Innocreative Capital, LLC | Jon | Hackett | Principal | (913) 672-5334 | jon@innocreativecapital.com | contact@innocreativecapital.com | 6320 Canoga Ave. | Woodland Hills | CA | 91367 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/jonhackett1/ | PRIVATE EQUITY, VENTURE CAPITAL, REAL ESTATE, SPECIAL SITUATIONS, DIRECT LENDING, PUBLIC MARKETS, ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) | jon.hackett@innocreativecapital.com, jhackett@innocreativecapital.com | https://www.linkedin.com/company/innocreativecapital/ | https://www.innocreativecapital.com/ | Innocreative Capital is a single family office based in Los Angeles, California. Family funds are invested across multiple asset classes and strategies including: * PRIVATE EQUITY * VENTURE CAPITAL * REAL ESTATE * SPECIAL SITUATIONS * DIRECT LENDING * PUBLIC MARKETS * ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) Sourcing the best investment opportunities for the family and finding unique value-add situations are key components of the Innocreative Capital internal investment process. Innocreative Capital does not manage external capital in any capacity. We pride ourselves on leveraging our proprietary strategic partnerships, synergies and resources to maximize efficiencies in our portfolio companies. These synergies include, but are not limited to, talent recruitment, marketing, financial analysis, brand building, and business development. This approach is underpinned by our expectations of accountability, ethical business conduct, and a sense of responsibility for the local communities in which we operate. | SF | |||||
| Innocreative Capital, LLC | Justin | Sherman | Controller | (913) 672-5334 | justin@innocreativecapital.com | contact@innocreativecapital.com | 6320 Canoga Ave. | Woodland Hills | CA | 91367 | United States of America | North America | University of Nevada, Reno | https://www.linkedin.com/in/justin-m-sherman-macc/ | PRIVATE EQUITY, VENTURE CAPITAL, REAL ESTATE, SPECIAL SITUATIONS, DIRECT LENDING, PUBLIC MARKETS, ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) | justin.sherman@innocreativecapital.com, jsherman@innocreativecapital.com | https://www.linkedin.com/company/innocreativecapital/ | https://www.innocreativecapital.com/ | Innocreative Capital is a single family office based in Los Angeles, California. Family funds are invested across multiple asset classes and strategies including: * PRIVATE EQUITY * VENTURE CAPITAL * REAL ESTATE * SPECIAL SITUATIONS * DIRECT LENDING * PUBLIC MARKETS * ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) Sourcing the best investment opportunities for the family and finding unique value-add situations are key components of the Innocreative Capital internal investment process. Innocreative Capital does not manage external capital in any capacity. We pride ourselves on leveraging our proprietary strategic partnerships, synergies and resources to maximize efficiencies in our portfolio companies. These synergies include, but are not limited to, talent recruitment, marketing, financial analysis, brand building, and business development. This approach is underpinned by our expectations of accountability, ethical business conduct, and a sense of responsibility for the local communities in which we operate. | SF | |||||
| Innocreative Capital, LLC | Marie | Sporich | Director of Marketing Strategy & Implementation | (913) 672-5334 | contact@innocreativecapital.com | 6320 Canoga Ave. | Woodland Hills | CA | 91367 | United States of America | North America | PRIVATE EQUITY, VENTURE CAPITAL, REAL ESTATE, SPECIAL SITUATIONS, DIRECT LENDING, PUBLIC MARKETS, ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) | info@loverichweddings.com | https://www.linkedin.com/company/innocreativecapital/ | https://www.innocreativecapital.com/ | Innocreative Capital is a single family office based in Los Angeles, California. Family funds are invested across multiple asset classes and strategies including: * PRIVATE EQUITY * VENTURE CAPITAL * REAL ESTATE * SPECIAL SITUATIONS * DIRECT LENDING * PUBLIC MARKETS * ENVIRONMENTAL, SOCIAL & CORPORATE GOVERNANCE (ESG) Sourcing the best investment opportunities for the family and finding unique value-add situations are key components of the Innocreative Capital internal investment process. Innocreative Capital does not manage external capital in any capacity. We pride ourselves on leveraging our proprietary strategic partnerships, synergies and resources to maximize efficiencies in our portfolio companies. These synergies include, but are not limited to, talent recruitment, marketing, financial analysis, brand building, and business development. This approach is underpinned by our expectations of accountability, ethical business conduct, and a sense of responsibility for the local communities in which we operate. | SF | ||||||||
| 553 | Innotech Advisers Ltd | Mike | Smith | Finance & Treasury Manager | 44 207 695-6378 | Gayfere House, 22-23 Gayfere Street | London | SW1P 3HP | United Kingdom | Europe | Rhodes University | https://www.linkedin.com/in/mike-smith-a3b68711/ | Private Equity, Venture Capital, Real Estate, Hedge Funds | 1.984 | info@sfct.org.uk | http://www.sfct.org.uk/index.html | Innotech Advisers, the London-based single family office and investment vehicle of Lord Sainsbury of Turville. | SF | 44 207 410-0330 | ||||||
| 554 | InnoVise Family Wealth Advisors | Erika | Munson | Controller & Family Office Services | (310) 388-0018 | emunson@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/michael-winn-015089a6/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.020 | https://www.linkedin.com/company/innovise-family-wealth-advisors/ | https://innovisefwa.com/ | InnoVise Family Wealth Advisors offers family office and private wealth solutions for successful individuals and families with complex wealth needs. We are not a firm for the average, conventional investor. We work with those who share a desire for the uncommon – sourcing unique non-public investment opportunities, devising tax sensitive business exit strategies, building transformative family governance structures. In short, we provide innovative and nuanced solutions that create and sustain significant wealth. As a multi‑family office, we actively manage our clients’ liquid and illiquid portfolios. We are dedicated to helping them simplify their lives by creating and implementing an organized structure to successfully manage their financial affairs. | MF | |||||
| InnoVise Family Wealth Advisors | Michael | Winn | Co-Founder, Managing Partner | (310) 388-0018 | mwinn@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/michael-winn-015089a6/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.020 | https://www.linkedin.com/company/innovise-family-wealth-advisors/ | https://innovisefwa.com/ | InnoVise Family Wealth Advisors is a boutique multi-family office and advisory firm. We focus on delivering advice and solutions that are innovative, completely customized and actively managed. InnoVise's principals can counsel you on how to implement best practices or even form your brand-new family office. We apply our financial expertise, especially our insights into sound tax mitigation strategies, to ensure your family wealth is protected and well-positioned for multi-generational growth. We serve as an objective fiduciary to oversee, advise and provide services on the family’s overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments. | MF | ||||||
| InnoVise Family Wealth Advisors | Zoë | Joel | Client Manager & Global Family Office | Mobile: (818) 216-7716 | zjoel@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/zoë-joel-b1037b97/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.020 | https://www.linkedin.com/company/innovise-family-wealth-advisors/ | https://innovisefwa.com/ | InnoVise Family Wealth Advisors is a boutique multi-family office and advisory firm. We focus on delivering advice and solutions that are innovative, completely customized and actively managed. InnoVise's principals can counsel you on how to implement best practices or even form your brand-new family office. We apply our financial expertise, especially our insights into sound tax mitigation strategies, to ensure your family wealth is protected and well-positioned for multi-generational growth. We serve as an objective fiduciary to oversee, advise and provide services on the family’s overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments. | MF | ||||||
| InnoVise Family Wealth Advisors | Bennett | Gross | Chief Investment Officer | (310) 388-0018 | bgross@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | UC Irvine / University of California, Berkeley, Haas School of Business | https://www.linkedin.com/in/bennettegross/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.020 | https://www.linkedin.com/company/innovise-family-wealth-advisors/ | https://innovisefwa.com/ | InnoVise Family Wealth Advisors is a boutique multi-family office and advisory firm. We focus on delivering advice and solutions that are innovative, completely customized and actively managed. InnoVise's principals can counsel you on how to implement best practices or even form your brand-new family office. We apply our financial expertise, especially our insights into sound tax mitigation strategies, to ensure your family wealth is protected and well-positioned for multi-generational growth. We serve as an objective fiduciary to oversee, advise and provide services on the family’s overall investment portfolio, ranging from real estate, private equity, loans, and other non-traditional investments. | MF | ||||||
| 555 | Inova Capital AG | Pavel | Skitovich | Managing Partner | 41 415 616 905 | info@inova-capital.com | Baarerstrasse 43 | Zug | CH-6300 | Switzerland | Europe | Moscow State Institute of International Relations (University) MFA Russia MGIMO | 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, Sustainability | 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 | |||||
| 556 | Insignia Family Office | Fernando | March | Chief Executive Officer | (917) 603-3002 | fer@insigniafamilyoffice.com | 7549 North West, 70 Street | Miami | FL | 33166 | United States of America | North America | Universidad Católica de Santiago de Guayaquil | https://www.linkedin.com/in/fernando-march-b66635212/ | Real Estate, Technology Investments, Contemporary Art, Chemical Manufacturing | 2.015 | https://www.linkedin.com/company/insignia-family-office/ | https://en.insigniafamilyoffice.com/ | Insignia Family Office is a multi-family office based in Miami, Florida. Insignia Family Office is an investment marketplace focused on a variety of projects and international developments. Insignia is a Miami based institution, established under principles and services of a traditional family office: Wealth Management, Legal Advice, and Concierge. Insignia provides their clients confidence, opportunities and innovation towards different areas, specially Real Estate, Tech Investments, and Contemporary Art with the involvement of entrepreneurs and business men from different countries of Latin America. | MF | |||||
| 557 | Integral Finance AG | Marcel | Rüegg | CEO & Founder | 41 552 118 787 | marcel.rueegg@integral-finance.ch | Schlossweg 16 | Altendorf | 8852 | Switzerland | Europe | Stanford University Graduate School of Business | https://www.linkedin.com/in/marcel-rüegg-7ba3571a/ | Financing of Private Equity, Real Estate and other Luxury Goods as Private Jets, Yachts, Arts, ... | 2.011 | https://sites.google.com/constellation-capital.com/2017/ | http://www.integral-finance.ch/ | Integral Finance, a multi-family office founded in 2011 serving successful Swiss-based entrepreneurs in different private and corporate financial matters. | MF | ||||||
| 558 | Intelligent Family Office Group, LLC | Martin | Eisenstein | Owner | (201) 957-5155 | martin@eisenstein.com | 8 Sparman Place | Secaucus | NJ | 07094 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/martindeisenstein/ | Real Estate | 1.982 | https://www.facebook.com/people/Martin-D-Eisenstein-CPA-and-Attorney-at-Law/100054369826842/ | https://www.intelligentfamilyoffice.com/ | The Intelligent Family Office Group was formed to provide families with business and financial advice, using legal, financial, and marketing expertise across different professional disciplines, at a fair price and on an easy to use platform. IFO is a multi-family office, combining financial, accounting, legal and business expertise in one place, at a price and value affordable to those families in the $2,000,00 to $20,000,000 asset space. At this level of wealth, clients need comprehensive planning and support, but the cost of creating a single family office makes such an operation impractical. IFO works with clients to maximize their after-tax cash flow from business operations, investment portfolios, and real estate holdings. We work to reduce and assess risk in all its forms, monitor and maximize the growth of family capital, and solidify the basic foundation and premises that the family should never run out of money. We analyze the potential profit and exposure of family investments, provide professional advisory services, work to improve and maximize the profit and value of client businesses, and help convert business value into lifetime or guaranteed income streams through innovative exit planning. We get to know you as families and as human beings. It takes time but it's worth the effort. | MF | |||||
| 559 | Investors Capital Partners | Wes | Pritchett | Chief Executive Officer | (305) 517-5727 | (305) 361-1456 | wes2484@gmail.com | 240 Crandon Boulevard, Suite 230 | Key Biscayne | FL | 33131 | United States of America | North America | UCLA | https://www.linkedin.com/in/wes-pritchett-16b33518/ | Real Estate | 2.009 | http://investors-cap.com/ | Investors Capital Partners, a Private Family Office Global Proprietary Investment Firm. | SF | |||||
| 560 | Invest-Partners Wealth Management AG | Gerard | Hofmann | Senior Partner | Direct: 41 445 121 753 | 41 442 021 681 | gerard.hofmann@invest-partners.ch | info@invest-partners.ch | Talacker 35 | Zurich | CH-8001 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/gerardhofmann-international-asset-wealth-management/ | Private Equity, Private Banking, Real Estate | 2.002 | https://www.linkedin.com/company/invest-partners-wealth-management-ag/ | https://invest-partners.ch/ | Invest Partners Wealth Management AG is an asset management multi family office company founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private banking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, we have several family offices which place their trust in us. Our offices are located at Talacker 35, in the heart of Zurich, within walking distance of Paradeplatz and Bahnhofstrasse. | MF | ||||
| Invest-Partners Wealth Management AG | Mario | Pfiffner | Chief Executive Officer | Direct: 41 442 021 682 | 41 442 021 681 | mario.pfiffner@invest-partners.ch | info@invest-partners.ch | Talacker 35 | Zurich | CH-8001 | Switzerland | Europe | Kaderschule Zürich | https://www.linkedin.com/in/mario-pfiffner-7b4308198/ | Private Equity, Private Banking, Real Estate | 2.002 | https://www.linkedin.com/company/invest-partners-wealth-management-ag/ | https://invest-partners.ch/ | Invest Partners Wealth Management AG is an asset management multi family office company founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private banking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, we have several family offices which place their trust in us. Our offices are located at Talacker 35, in the heart of Zurich, within walking distance of Paradeplatz and Bahnhofstrasse. | MF | |||||
| Invest-Partners Wealth Management AG | Andy | Aeschbach | Senior Partner | Direct: 41 433 448 186 | 41 442 021 681 | andy.aeschbach@invest-partners.ch | info@invest-partners.ch | Talacker 35 | Zurich | CH-8001 | Switzerland | Europe | The Wharton School | https://www.linkedin.com/in/andy-aeschbach-67b10860/ | Private Equity, Private Banking, Real Estate | 2.002 | https://www.linkedin.com/company/invest-partners-wealth-management-ag/ | https://invest-partners.ch/ | Invest Partners Wealth Management AG is an asset management multi family office company founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private banking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, we have several family offices which place their trust in us. Our offices are located at Talacker 35, in the heart of Zurich, within walking distance of Paradeplatz and Bahnhofstrasse. | MF | |||||
| Invest-Partners Wealth Management AG | Marco | Blaser | Senior Partner | Direct: 41 433 449 870 | 41 442 021 681 | marco.blaser@invest-partners.ch | info@invest-partners.ch | Talacker 35 | Zurich | CH-8001 | Switzerland | Europe | https://www.linkedin.com/in/marco-blaser-01525b41/ | Private Equity, Private Banking, Real Estate | 2.002 | https://www.linkedin.com/company/invest-partners-wealth-management-ag/ | https://invest-partners.ch/ | Invest Partners Wealth Management AG is an asset management multi family office company founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private banking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, we have several family offices which place their trust in us. Our offices are located at Talacker 35, in the heart of Zurich, within walking distance of Paradeplatz and Bahnhofstrasse. | MF | ||||||
| Invest-Partners Wealth Management AG | Markus | Keller | Senior Partner | Direct: 41 433 449 878 | 41 442 021 681 | markus.keller@invest-partners.ch | info@invest-partners.ch | Talacker 35 | Zurich | CH-8001 | Switzerland | Europe | Private Equity, Private Banking, Real Estate | 2.002 | https://www.linkedin.com/company/invest-partners-wealth-management-ag/ | https://invest-partners.ch/ | Invest Partners Wealth Management AG is an asset management multi family office company founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private banking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, we have several family offices which place their trust in us. Our offices are located at Talacker 35, in the heart of Zurich, within walking distance of Paradeplatz and Bahnhofstrasse. | MF | |||||||
| 561 | InvestPort | Dany | Rappaport | 55 (11) 3085-8262 | drappaport@investport.com.br | contato@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/dany-rappaport-884a13240/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| InvestPort | Mirela | Rappaport | Managing Partner | 55 (11) 3085-8262 | mrappaport@investport.com.br | contato@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/mirela-rappaport-184109204/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| InvestPort | Marcelo | Frug | Partner | 55 (11) 3085-8262 | mfrug@investport.com.br | contato@investport.com.br | Rua Oscar Freire, 379 cj.141 - Cerqueira César | Sao Paulo | SP | 01426-001 | Brazil | South America | Pontifícia Universidade Católica de São Paulo | https://www.linkedin.com/in/marcelo-frug-b3a7a3115/ | Private Equity, Alternative Investment, Hedge Funds, Real estate | 2.004 | https://www.linkedin.com/company/investport/ | https://investport.com.br/ | Investport, an independent wealth management and family office company founded in 2004. We believe in the importance of investor clients achieving their wealth growth goals in a sustainable and safe manner, respecting different risk profiles and making the allocation of resources in a conscious and personalized manner. With our strategies, it is possible to align objectives and risks in a balanced way. | MF | |||||
| 562 | InwestCo. | Aaron | Dabbaghzadeh | Founder & CEO | (424) 431-4042 | aaron.d@inwestco.com | info@inwestco.com | 468 North Camden Drive, Suite 444A | Beverly Hills | CA | 90210 | United States of America | North America | University of California, Irvine - The Paul Merage School of Business | https://www.linkedin.com/in/aaron-dabbaghzadeh-28157670/ | Real Estate | 2.020 | $750B | https://www.linkedin.com/company/inwestco/ | https://www.inwestco.com/ | InwestCo is a Single-Family Office, with roots dating back 80 years, in Finance, Real Estate, Agricultural, and Manufacturing in the Middle East and Europe. Our operation in the ultra-wealthy investor arena has culminated in the establishment of an elite Private Investor Club. Our global network has over 1,900 registered investors who, collectively, have over $750 Billion in Assets Under Management, and our members are continuously seeking new opportunities to expand and diversify their portfolios. Our founder's extensive experience working with family offices, private equity, venture capital firms, angel investor groups, and private investors enables us to provide an array of client services strategically tailored to investors' appetites and mandates. Our mission at InwestCo is to thoroughly equip entrepreneurs and pair them with the right investors to establish long-lasting relationships. | SF | |||
| InwestCo. | Virginia | Alberts | Co-Founder & Vice President | (424) 431-4042 | virginia.a@inwestco.com | info@inwestco.com | 468 North Camden Drive, Suite 444A | Beverly Hills | CA | 90210 | United States of America | North America | Barry University / University of Miami School of Law | https://www.linkedin.com/in/virginia-alberts-895927229/ | Real Estate | 2.020 | $750B | https://www.linkedin.com/company/inwestco/ | https://www.inwestco.com/ | InwestCo is a Single-Family Office, with roots dating back 80 years, in Finance, Real Estate, Agricultural, and Manufacturing in the Middle East and Europe. Our operation in the ultra-wealthy investor arena has culminated in the establishment of an elite Private Investor Club. Our global network has over 1,900 registered investors who, collectively, have over $750 Billion in Assets Under Management, and our members are continuously seeking new opportunities to expand and diversify their portfolios. Our founder's extensive experience working with family offices, private equity, venture capital firms, angel investor groups, and private investors enables us to provide an array of client services strategically tailored to investors' appetites and mandates. Our mission at InwestCo is to thoroughly equip entrepreneurs and pair them with the right investors to establish long-lasting relationships. | SF | ||||
| InwestCo. | Azar | Azadi | Director of Business Operations | (424) 431-4042 | azar.a@inwestco.com | info@inwestco.com | 468 North Camden Drive, Suite 444A | Beverly Hills | CA | 90210 | United States of America | North America | Real Estate | 2.020 | $750B | https://www.linkedin.com/company/inwestco/ | https://www.inwestco.com/ | InwestCo is a Single-Family Office, with roots dating back 80 years, in Finance, Real Estate, Agricultural, and Manufacturing in the Middle East and Europe. Our operation in the ultra-wealthy investor arena has culminated in the establishment of an elite Private Investor Club. Our global network has over 1,900 registered investors who, collectively, have over $750 Billion in Assets Under Management, and our members are continuously seeking new opportunities to expand and diversify their portfolios. Our founder's extensive experience working with family offices, private equity, venture capital firms, angel investor groups, and private investors enables us to provide an array of client services strategically tailored to investors' appetites and mandates. Our mission at InwestCo is to thoroughly equip entrepreneurs and pair them with the right investors to establish long-lasting relationships. | SF | ||||||
| InwestCo. | Sean | Kargar | Partnership Director | (424) 431-4042 | sean.k@inwestco.com | info@inwestco.com | 468 North Camden Drive, Suite 444A | Beverly Hills | CA | 90210 | United States of America | North America | Real Estate | 2.020 | $750B | https://www.linkedin.com/company/inwestco/ | https://www.inwestco.com/ | InwestCo is a Single-Family Office, with roots dating back 80 years, in Finance, Real Estate, Agricultural, and Manufacturing in the Middle East and Europe. Our operation in the ultra-wealthy investor arena has culminated in the establishment of an elite Private Investor Club. Our global network has over 1,900 registered investors who, collectively, have over $750 Billion in Assets Under Management, and our members are continuously seeking new opportunities to expand and diversify their portfolios. Our founder's extensive experience working with family offices, private equity, venture capital firms, angel investor groups, and private investors enables us to provide an array of client services strategically tailored to investors' appetites and mandates. Our mission at InwestCo is to thoroughly equip entrepreneurs and pair them with the right investors to establish long-lasting relationships. | SF | ||||||
| 563 | IPG Family Office Ltd. | Andrew | Law | Chief Executive Officer | (242) 677-8700 | (242) 677-8701 | andrew.law@ipgfo.com | info@ipgfo.com | P.O. Box N-3924, Montague Sterling Centre, East Bay Street | Nassau | The Bahamas | North America | https://www.linkedin.com/in/lawandrew/ | Private Equity, Real Estate, Hedge Funds | 2.004 | $750M | https://www.linkedin.com/company/international-protector-group-ltd/ | https://www.ipgfo.com/ | IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. | MF | |||||
| IPG Family Office Ltd. | Marcus | Burns | Director | (242) 677-8700 | (242) 677-8701 | marcus.burns@ipgfo.com | info@ipgfo.com | P.O. Box N-3924, Montague Sterling Centre, East Bay Street | Nassau | The Bahamas | North America | https://www.linkedin.com/in/marcus-burns-54376196/ | Private Equity, Real Estate, Hedge Funds | 2.004 | $750M | https://www.linkedin.com/company/international-protector-group-ltd/ | https://www.ipgfo.com/ | IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. | MF | ||||||
| IPG Family Office Ltd. | Kevin | Clerey | Managing Director | (242) 677-8701 | kevin.clerey@ipgfo.com | info@ipgfo.com | Olgastrasse 10 | Zurich | CH-8001 | Switzerland | Europe | University of Bristol | https://www.linkedin.com/in/kevin-clerey-4a20b31a/ | Private Equity, Real Estate, Hedge Funds | 2.004 | $750M | https://www.linkedin.com/company/international-protector-group-ltd/ | https://www.ipgfo.com/ | IPG provides administrative, logistical and advisory support to families requiring assistance with their financial and business affairs. Many Family Offices start small, usually in order to address a pressing wealth management need, and over time they can grow to accommodate other services the family requires to manage its affairs efficiently. The office with its administrative team can either be dedicated to the affairs of one family or a wide range of duties and responsibilities can be outsourced to specialist providers such as IPG. | MF | |||||
| 564 | IPGL Limited | Andrew | Zimmermann | Chief Financial Officer | Direct: 44 20 7448-0359, Mobile: 44 774 064-8488 | andrew.zimmermann@ipgl.london | enquiries@ipgl.london | 3rd Floor, 39 Sloane Street, Knightsbridge | London | SW1X 9LP | United Kingdom | Europe | The University of Edinburgh | https://www.linkedin.com/in/andrew-zimmermann-7435323/ | Venture Capital, Private Equity, Real Estate, Financials, Consumer Goods, Cyber Security, Energy | 1.986 | https://www.linkedin.com/company/ipgl/ | http://www.ipgl.co.uk/ | IPGL is the privately held family office established by British entrepreneur and businessman Michael Spencer in 1986 to manage his business interests. | SF | |||||
| IPGL Limited | Sam | Aldridge | Chief Financial Officer | 44 207 448-0377 | sam.aldridge@ipgl.london | enquiries@ipgl.london | 3rd Floor, 39 Sloane Street, Knightsbridge | London | SW1X 9LP | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/sam-aldridge-83165026/ | Venture Capital, Private Equity, Real Estate, Financials, Consumer Goods, Cyber Security, Energy | 1.986 | https://www.linkedin.com/company/ipgl/ | http://www.ipgl.co.uk/ | IPGL is the privately held family office established by British entrepreneur and businessman Michael Spencer in 1986 to manage his business interests. | SF | ||||||
| IPGL Limited | Andrew | Green | Investment Director | Direct: 44 20 7448-0380, Mobile: 44 734 127-9901 | andrew.green@ipgl.london | enquiries@ipgl.london | 3rd Floor, 39 Sloane Street, Knightsbridge | London | SW1X 9LP | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/greenandrew75/ | Venture Capital, Private Equity, Real Estate, Financials, Consumer Goods, Cyber Security, Energy | 1.986 | https://www.linkedin.com/company/ipgl/ | http://www.ipgl.co.uk/ | IPGL is the privately held family office established by British entrepreneur and businessman Michael Spencer in 1986 to manage his business interests. | SF | ||||||
| IPGL Limited | Karina | Curtis | Group Financial Controller | 44 207 448-0377 | karina.curtis@ipgl.london | enquiries@ipgl.london | 3rd Floor, 39 Sloane Street, Knightsbridge | London | SW1X 9LP | United Kingdom | Europe | The Nottingham Trent University | https://www.linkedin.com/in/karinacurtis/ | Venture Capital, Private Equity, Real Estate, Financials, Consumer Goods, Cyber Security, Energy | 1.986 | https://www.linkedin.com/company/ipgl/ | http://www.ipgl.co.uk/ | IPGL is the privately held family office established by British entrepreneur and businessman Michael Spencer in 1986 to manage his business interests. | SF | ||||||
| IPGL Limited | Neer | Nagda | Investment Director | 44 207 448-0377 | neer.nagda@ipgl.london | enquiries@ipgl.london | 3rd Floor, 39 Sloane Street, Knightsbridge | London | SW1X 9LP | United Kingdom | Europe | City, University of London | https://www.linkedin.com/in/neernagda/ | Venture Capital, Private Equity, Real Estate, Financials, Consumer Goods, Cyber Security, Energy | 1.986 | https://www.linkedin.com/company/ipgl/ | http://www.ipgl.co.uk/ | IPGL is the privately held family office established by British entrepreneur and businessman Michael Spencer in 1986 to manage his business interests. | SF | ||||||
| 565 | IWP Family Office | Jerrel | Armstrong | Principal & Chief Investment Officer | (720) 328-9700 | (303) 800-9114 | jerrel@iwpfo.com | investments@iwpfo.com | 2719 East Third Avenue | Denver | CO | 80206 | United States of America | North America | https://www.linkedin.com/in/jerrel-a-89a8216/ | Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity | 2.005 | $1B | jerrel@willowcreekcp.com | https://www.linkedin.com/company/iwp-wealth/ | https://iwpfo.com/ | IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. | MF | Mailing Address: P.O. Box 61020 Denver, CO 80206 USA | |
| IWP Family Office | Charlie | Willhoit | President | (720) 328-9700 | (303) 800-9114 | charlie@iwpwealth.com | investments@iwpfo.com | 2719 East Third Avenue | Denver | CO | 80206 | United States of America | North America | https://www.linkedin.com/in/charlie-willhoit-2007692/ | Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity | 2.005 | $1B | info@iwpfo.com | https://www.linkedin.com/company/iwp-wealth/ | https://iwpfo.com/ | IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. | MF | Mailing Address: P.O. Box 61020 Denver, CO 80206 USA | ||
| IWP Family Office | Kevin | McCabe | Partner | (720) 328-9700 | (303) 800-9114 | kevin@iwpwealth.com | investments@iwpfo.com | 2719 East Third Avenue | Denver | CO | 80206 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/kevin-mccabe-3224a831/ | Alternative Investments, Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, Industry Leaders, Private Equity | 2.005 | $1B | info@iwpfo.com | https://www.linkedin.com/company/iwp-wealth/ | https://iwpfo.com/ | IWP Family Office supports a distinct group of individuals and families from across the country and from varied backgrounds, including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We all understand how to create, grow and build success. We also recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. | MF | Mailing Address: P.O. Box 61020 Denver, CO 80206 USA | |
| 566 | Jadeite Family Office | Eros | Lee | Managing Director | 852 9591 8444 | eros.lee@jadeitefo.com | info@jadeitefo.com | Level 23, One Island East, 18 Westlands Road Island East | Hong Kong | Asia | Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments | https://www.linkedin.com/company/jadeite-boutique-family-office/ | https://jadeitefo.com/ | As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector. We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead. It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. | MF | ||||||||||
| Jadeite Family Office | Ricky | Lee | Senior Partner | 852 9591 8444 | ricky.lee@jadeitefo.com | info@jadeitefo.com | Level 23, One Island East, 18 Westlands Road Island East | Hong Kong | Asia | City University of Hong Kong | https://www.linkedin.com/in/rickyleelk/ | Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments | sayhi@rickylee.hk | https://rickylee.hk/ | https://jadeitefo.com/ | As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector. We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead. It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. | MF | ||||||||
| Jadeite Family Office | Sherry | Cheung | Consultant | 852 9591 8444 | sherry.cheung@jadeitefo.com | info@jadeitefo.com | Level 23, One Island East, 18 Westlands Road Island East | Hong Kong | Asia | https://www.linkedin.com/in/sherry-cheung-0471811a5/ | Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments | https://www.linkedin.com/company/jadeite-boutique-family-office/ | https://jadeitefo.com/ | As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector. We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead. It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. | MF | ||||||||||
| Jadeite Family Office | Terry | Lau | Associate Partner | 852 9591 8444 | terry.lau@jadeitefo.com | info@jadeitefo.com | Level 23, One Island East, 18 Westlands Road Island East | Hong Kong | Asia | Hong Kong Institute of Vocational Education | https://www.linkedin.com/in/terry-lau-73a713116/ | Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments | https://www.linkedin.com/company/jadeite-boutique-family-office/ | https://jadeitefo.com/ | As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector. We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead. It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. | MF | |||||||||
| Jadeite Family Office | Jessica | Chim | Partner | 852 9591 8444 | jessica.chim@jadeitefo.com | info@jadeitefo.com | Level 23, One Island East, 18 Westlands Road Island East | Hong Kong | Asia | Hong Kong Baptist University | https://www.linkedin.com/in/jessica-c-2683431ba/ | Private Equity, Private Fund, Mass Market Fund, Pre IPO Stock, Structure Products, House and Land Projects, Superannuation/MPF, Alternative Investments | https://www.linkedin.com/company/jadeite-boutique-family-office/ | https://jadeitefo.com/ | As a multi-family office, Jadeite strives to be with you and your family every step of the way to seize opportunities, manage risks and preserve your legacy. We provide services from financial modelling to tax reviews and acquisition to sourcing opportunities in an unfamiliar region or sector. We set a clear strategy to ensure the portfolio is diversified and assess the potential risk by drawing experts from different disciplines to cater to your needs, including future generations’ education and philanthropic activities. We understand family management is a complex matter, and each family is unique. We are not bound by the label and role of a traditional wealth advisor. Rather, we are a member of your family. We can help save time, simplify decision-making and provide peace of mind, which allow you to spend more quality time with your family instead. It is important for us that you felt listened to and understood. Humility, integrity, and growth are core principles that we strive to manifest in our partnerships with our clients every day. Wealth is not an end in itself but a mere means to realize your vision. We will help you define wealth and be with you to fulfill your dream. | MF | |||||||||
| 567 | Jaffe Family Office | Michael | Freedman | Chief Investment Officer | Mobile: (917) 414-4385 | mf@sawgrasscapital.com | 33 Agnew Farm Road | Armonk | NY | 10504 | United States of America | North America | University of Pennsylvania - The Wharton School | https://www.linkedin.com/in/michael-freedman-7394004/ | Equity Long/Short Hedge Fund Benchmarks | 2.015 | mcflinkedin@mail.com | For over six years, I have served as the first outside CIO of a single family office where I help oversee and allocate capital to equities, hedge funds, private equity, venture capital, real estate and credit strategies. We have generally been reducing the first two and adding to the last four. Over time, we have dramatically improved investment allocation and performance and reduced fees. I have also helped the family to avoid some major losses and to maximize proceeds of investments we opted to realize. Based on my extensive buyside experience, we occasionally, opportunistically invest in growing public companies when they are available at attractive valuations. We expect these ownership slivers of high-quality businesses to compound for years and generate higher after-fee, after-tax returns than outside managers and other asset classes. Unbeknownst to most investors, public companies trade through a very wide (~50 – 100%) range in any given year. The patient, opportunistic investor enjoys abundant opportunities to buy great businesses at attractive valuations when others are fearful. I also manage a portfolio of public BDCs which serves as a component of our credit allocation demonstrating quite favorable risk/return and liquidity. The main investment thrust is in areas of private equity, venture capital, real estate, credit and elsewhere where we believe attractive risk-adjusted returns still exist in consideration for tying up capital. We allocate to managers as well as direct opportunities and co-investments. We believe tremendous value is contributed by overlaying growth themes across asset classes (technology, biotech, Asia, multifamily housing, etc.). I am open to dialogue with other family offices and investment committees. (I RESERVE LINKEDIN CONNECTIONS FOR ACTUAL BUSINESS FRIENDS AND ACQUAINTANCES. Please do not request to connect to me if you don't fall into one of those categories. If you would like to reach me with a business proposition, please email me at mcflinkedin@mail.com instead of asking to connect.) | SF | ||||||
| 568 | Jaggi Family Office | Brett | Rentmeester | Chief Investment Officer | Direct: (312) 650-9593 | brett.rentmeester@windrockwealth.com | 3001 E Skyline Drive, Suite 201 | Tucson | AZ | 85718 | United States of America | North America | Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/brettrentmeester/ | Value-Add Real Estate, Property Real Estate, Real Estate Development | 2.011 | $250M | assistant@windrockwealth.com | https://windrockwealth.com/ | https://www.jaggifamilyoffice.com/ | The Jaggi Family Office is a Tucson, AZ based Single Family Office established in 2011, to deploy and manage the wealth of G.S. Jaggi known simply as “Jaggi” and his family. The Jaggi Family Office invests in a variety of real estate through Iridius Capital and early-stage technology through Singularity Capital. Jaggi was the founder and CEO of one of the largest privately held mortgage banks in the United States. While acting in this role he began investing in private markets and building his portfolio of companies. Over the last 30 years, he has successfully exited several technology companies in addition to having over 50 exits in the real estate arena. Iridius Capital was founded in 2011 as the real estate arm of the family office. As the Chief Investment Officer, Jaggi has actively overseen the acquisition and development of over $3 billion across all major real estate sectors with a specific focus on build-to-rent (BTR) projects. Singularity Capital was founded as the venture arm of the family office created to provide investors access to early-stage technology companies that will power the future. As the Founder and Managing Partner, Jaggi has leveraged years of experience and a network of expertise to actively oversee multiple funds investing in over 60 companies in 2023 alone. In addition to his roles with Iridius and Singularity Capital, Jaggi serves on the board of NexMetro Communities and MOZAIQ. Jaggi is also a member of the Tiger 21 Family Office Group and supports a variety of charitable interests through the Jaggi Family Foundation. | SF | |||
| Jaggi Family Office | G.S. | Jaggi | President & CEO | (520) 638-6911 | jaggi@iridiuscapital.com | 3001 E Skyline Drive, Suite 201 | Tucson | AZ | 85718 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/gsjaggi/ | Value-Add Real Estate, Property Real Estate, Real Estate Development | 2.011 | $250M | jaggi@singularitycapital.us | https://singularitycapital.us/managing-partners/g-s-jaggi/ https://iridiuscapital.com/ | https://www.jaggifamilyoffice.com/ | The Jaggi Family Office is a Tucson, AZ based Single Family Office established in 2011, to deploy and manage the wealth of G.S. Jaggi known simply as “Jaggi” and his family. The Jaggi Family Office invests in a variety of real estate through Iridius Capital and early-stage technology through Singularity Capital. Jaggi was the founder and CEO of one of the largest privately held mortgage banks in the United States. While acting in this role he began investing in private markets and building his portfolio of companies. Over the last 30 years, he has successfully exited several technology companies in addition to having over 50 exits in the real estate arena. Iridius Capital was founded in 2011 as the real estate arm of the family office. As the Chief Investment Officer, Jaggi has actively overseen the acquisition and development of over $3 billion across all major real estate sectors with a specific focus on build-to-rent (BTR) projects. Singularity Capital was founded as the venture arm of the family office created to provide investors access to early-stage technology companies that will power the future. As the Founder and Managing Partner, Jaggi has leveraged years of experience and a network of expertise to actively oversee multiple funds investing in over 60 companies in 2023 alone. In addition to his roles with Iridius and Singularity Capital, Jaggi serves on the board of NexMetro Communities and MOZAIQ. Jaggi is also a member of the Tiger 21 Family Office Group and supports a variety of charitable interests through the Jaggi Family Foundation. | SF | ||||
| Jaggi Family Office | Andrea | Malis | Vice President | (520) 638-6911 | andrea@jaggifamilyoffice.com | 3001 E Skyline Drive, Suite 201 | Tucson | AZ | 85718 | United States of America | North America | Brown University School of Professional Studies | https://www.linkedin.com/in/andrea-malis/ | Value-Add Real Estate, Property Real Estate, Real Estate Development | 2.011 | $250M | https://singularitycapital.us/managing-partners/g-s-jaggi/ https://iridiuscapital.com/ | https://www.jaggifamilyoffice.com/ | The Jaggi Family Office is a Tucson, AZ based Single Family Office established in 2011, to deploy and manage the wealth of G.S. Jaggi known simply as “Jaggi” and his family. The Jaggi Family Office invests in a variety of real estate through Iridius Capital and early-stage technology through Singularity Capital. Jaggi was the founder and CEO of one of the largest privately held mortgage banks in the United States. While acting in this role he began investing in private markets and building his portfolio of companies. Over the last 30 years, he has successfully exited several technology companies in addition to having over 50 exits in the real estate arena. Iridius Capital was founded in 2011 as the real estate arm of the family office. As the Chief Investment Officer, Jaggi has actively overseen the acquisition and development of over $3 billion across all major real estate sectors with a specific focus on build-to-rent (BTR) projects. Singularity Capital was founded as the venture arm of the family office created to provide investors access to early-stage technology companies that will power the future. As the Founder and Managing Partner, Jaggi has leveraged years of experience and a network of expertise to actively oversee multiple funds investing in over 60 companies in 2023 alone. In addition to his roles with Iridius and Singularity Capital, Jaggi serves on the board of NexMetro Communities and MOZAIQ. Jaggi is also a member of the Tiger 21 Family Office Group and supports a variety of charitable interests through the Jaggi Family Foundation. | SF | |||||
| 569 | Jan von Hofacker Family Office | Jan | von Hofacker | Chief Executive Officer | Direct: 49 172 287-6469 | jan.vonhofacker@taskforce.net | Beethovenplatz 2 | Munich | 80336 | Germany | Europe | Ludwig-Maximilians-Universität München | https://www.linkedin.com/in/jan-von-hofacker-0b712165/ | Securities, Real Estate, Private Equity | 2.018 | https://www.taskforce.net/de/manager/interim-executives/manager/39-jan-von-hofacker | Jan v. Hofacker prefers to support its customers in strategic restructuring as well as in the adjustment and development of business models. In his role as CEO or CFO, he is extremely entrepreneurial. Through his experience as a financial investor, he was able to build up broad industry expertise. His areas of activity in recent years have included topics such as carve-out, definition and implementation of restructuring measures, definition and implementation of new business models, optimization of financial management, business process optimization, development / introduction of new organizational structures, various M&A activities, mergers as well as change management and leadership. | SF | |||||||
| 570 | Jarir Investment | Tarek | Alhusainan | Head of Finance & Budgeting | 966 563 046 660, 966 544 738 516 | tarekalhusainan@hotmail.com | P.O. Box 66104 | Riyadh | 11576 | Saudi Arabia | Asia | University of San Diego | https://www.linkedin.com/in/tarek-alhusainan-socpa-cpa-95113b5a/ | Private Equity Investments, Real Estate | https://www.linkedin.com/in/diwakar-yasarapu-327a5a6/ | Jarir Investment (JI) is a single-family office based in Riyadh, Saudi Arabia that manages the wealth of the Al Agil brothers. | SF | ||||||||
| 571 | JAW Family Office | James | Walker | Managing Director & Principal | 44 207 222-3333 | 44 207 222-6666 | james.walker@jawfamilyoffice.com | Office 104-105, L1- Emaar Square- Building 4, Sheilk Mohammed Bin Rashid Blvd, Downdown Dubai | Dubai | United Arab Emirates | Asia | Elizabeth College, Guernsey | https://www.linkedin.com/in/jawconsultinguk/ | Hedge Funds, Private Equity, Venture Funds, Cyber Security, Data Protection & Privacy Consultancy and Resourcing, Technology, Real Estate, Property, Rental Homes, BTR, Build to Rent, Rental Property | 2.009 | james.walker@jawconsulting.co.uk | https://www.jawconsulting.co.uk/ | https://www.jawfamilyoffice.com/ | Founded in 2009 as a Single Family Office, JAW Family Office is a private entity established to serve the investment and philanthropic efforts of its principle. JAW Family Office invests globally in hedge funds, private equity and venture funds, in addition to direct investments in operating companies and other private opportunities, including real estate. We are please to co-invest extensively. JAW Family Office’s goal is to find interesting investment opportunities across all asset classes opportunistically and globally. We look to build relationships with proven investment managers and companies, seeking intriguing investments through a flexible approach. Our investment mandate is informed by our corporate social responsibilities to prioritize businesses opportunities that have the potential to vastly improve people’s lives. | SF | |||||
| 572 | JAWS Estates Capital, LLC | Matthew | Walters | Managing Director | matthew.walters@jawsspac.com | 1601 Washington Avenue | Miami Beach | FL | 33139 | United States of America | North America | University of Notre Dame | https://www.linkedin.com/in/matthewjbwalters/ | Global Real Estate, Hotel Management, Hospitality, Oil and Gas, Energy Infrastructure, Private Alternative Investment | 1.991 | $80B | https://jawsspac.com/ | Jaws is the family office of Barry S. Sternlicht, who founded Starwood Capital in 1991, serving as Chairman and Chief Executive Officer. Starwood Capital is a private alternative investment firm focused on global real estate, hotel management, oil and gas and energy infrastructure with over $80 billion assets under management. | SF | ||||||
| JAWS Estates Capital, LLC | Matthew | Eby | Chief Investment Officer | meby@tengramcapital.com | 1601 Washington Avenue | Miami Beach | FL | 33139 | United States of America | North America | United States Naval Academy | https://www.linkedin.com/in/matt-eby-4210a24/ | Global Real Estate, Hotel Management, Hospitality, Oil and Gas, Energy Infrastructure, Private Alternative Investment | 1.991 | $80B | https://tengramcapital.com/stage/tengram-capital-partners-bio-matthew-eby.html | https://jawsspac.com/ | Jaws is the family office of Barry S. Sternlicht, who founded Starwood Capital in 1991, serving as Chairman and Chief Executive Officer. Starwood Capital is a private alternative investment firm focused on global real estate, hotel management, oil and gas and energy infrastructure with over $80 billion assets under management. | SF | ||||||
| 573 | JD Paramount | Derek | Li | Managing Partner | Mobile: (212) 226-8885 | derek.li@jdparamount.com | info@jdparamount.com | 265 Canal Street, Suite 505 | New York | NY | 10013 | United States of America | North America | University of Illinois Chicago | https://www.linkedin.com/in/derek-li-financiallife/ | Risk/Return Spectrum and across the Capital Structure in Real Estate, Private Equity, and Venture Growth, Fund Investments, Secondaries, and co-Investments | 2.015 | https://www.facebook.com/profile.php?id=100069605283828 | https://jdparamount.com/ | JD Paramount is a multi family office headquartered in NYC. Its mission is to preserve and grow family wealth and legacy through private investments and philanthropy across the globe. We invest across risk/return spectrum and across the capital structure in real estate, private equity, and venture growth. By integrating fund investments, secondaries, and co-investments, we strive to pursue opportunities to deliver the solutions that help preserve capital, diversify portfolios, and generate steady cash flows. As a multi-family office, JD paramount’s core mission is to guide our clients to a more secure and prosperous financial future. We focus on pursuing opportunities around the world to deliver investment and advisory solutions that can help preserve wealth, diversify private investment portfolios, and generate steady cash flows for our UHNW family clients, our family office partners, and some of the most sophisticated investors in Asia. | MF | ||||
| 574 | JDM Confidential | Julie | Monroe | Investor & CIO | jdm.confidential@gmail.com | Los Angeles | CA | N/A | United States of America | North America | Real Estate, Notes, Fund of Funds | 2.001 | Investing in Real Estate, Assets, and other items that fit our Single Family Office needs. LA / NYC is my home base with focus on US deals. | SF | |||||||||||
| 575 | Jefferson River Capital LLC | Drew | Rifkin | Principal, Real Estate | (212) 805-8111 | drifkin@jrivercapital.com | 1330 Avenue of the Americas, Floor 11 | New York | NY | 10019 | United States of America | North America | Brown University / Columbia University | https://www.linkedin.com/in/dhrifkin/ | Real Estate, Technology | $2.5B | drew.rifkin@jrivercapital.com, drewrifkin@jrivercapital.com, drew@jrivercapital.com | https://www.linkedin.com/company/jefferson-river-capital-llc/ | Jefferson River Capital LLC operates as the single family office of Tony James. Jefferson River Capital makes investments in a variety of market sectors, including technology and real estate. | SF | |||||
| Jefferson River Capital LLC | Daniel | Forman | Chief Investment Officer | (212) 805-8111 | dforman@jrivercapital.com | 1330 Avenue of the Americas, Floor 11 | New York | NY | 10019 | United States of America | North America | The George Washington University School of Business | https://www.linkedin.com/in/daniel-forman-640b8a12/ | Real Estate, Technology | $2.5B | https://www.linkedin.com/company/jefferson-river-capital-llc/ | Jefferson River Capital LLC operates as the single family office of Tony James. Jefferson River Capital makes investments in a variety of market sectors, including technology and real estate. | SF | |||||||
| Jefferson River Capital LLC | Mitchell | Nevin | Senior Investment Analyst | (212) 805-8111 | mnevin@jrivercapital.com | 1330 Avenue of the Americas, Floor 11 | New York | NY | 10019 | United States of America | North America | University of Colorado Boulder - Leeds School of Business | https://www.linkedin.com/in/mitchell-nevin-0a745813b/ | Real Estate, Technology | $2.5B | https://www.linkedin.com/company/jefferson-river-capital-llc/ | Jefferson River Capital LLC operates as the single family office of Tony James. Jefferson River Capital makes investments in a variety of market sectors, including technology and real estate. | SF | |||||||
| 576 | Jermyn Street Capital Partners, Inc. | Darryl | Laws | CEO & CIO | (858) 456-5542 | (858) 456-5543 | dll@jermynstreetcap.com | 7825 Fay Avenue, Suite 200 | La Jolla | CA | 92037 | United States of America | North America | UCLA | https://www.linkedin.com/in/dr-darryl-laws-3478b743/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.004 | $3B | https://www.linkedin.com/company/jermyn-street-capital-llc/ | http://darryllaws.com/ | Jermyn Street Capital Partners, Inc.'s Multi-Family Office makes PE investments via senior convertible preferred stock structures from $1,000,000 to $10,00,000 in: consumer products, software, TMT, manufacturing companies, water (treatment and distribution) the craft beer, and quick service restaurants. | MF | |||
| 577 | JL Family Office | John | Lim | Founder | 65 6835 9232 | 65 6835 9672 | limhoonfoundation@gmail.com | 65 Club Street | Singapore | 069439 | Singapore | Asia | National University of Singapore | 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/ | https://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 | 65 Club Street | Singapore | 069439 | Singapore | Asia | University of Liverpool | 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/ | https://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 | ||||||
| 578 | JMH Group | Kalina | Vlaeva | Head of Private Family Office | Kvlaeva@gmail.com | info@jmham.co.uk | 1 Knightsbridge Green | London | SW1X 7NE | United Kingdom | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/kalina-vlaeva-5318a45/ | Commercial Real Estate, Commercial and Residential Property Investments | 2.002 | kalina@jmham.co.uk, gabriella.szarvas@jmhlifestyle.com | https://www.linkedin.com/company/jmh-asset-management-ltd/ | http://www.jmhfzco.com/privateOffice.html | JMH Group is a Dubai, United Arab Emirates-based single family office managing the wealth of James Hay and his family. The investments currently being managed by the JMH Private Office include a number of commercial and residential property investments. | SF | |||||
| 579 | JMS Family Office | Jeff | Stein | Chairman & CEO | jeff.stein@institutionalpartners.com | Beverly Hills | CA | United States of America | North America | Harvard University | https://www.linkedin.com/in/jeff-stein-ab118213/ | Equity Commercial Real Estate, Private Equity Funds, Hard Money, Real Estate Deals | $950M | JMS Family Office, a Jeff Stein's single-family office located in Los Angeles, California. Established in 2001, it invests in equity commercial real estate, private equity funds and provides capital for real estate deals. | SF | ||||||||||
| 580 | Joddes Limited | Avinash | Sarwal | Investment Management & Business Development | (514) 487-6971 | (416) 947-9366 | avinash_sarwal@hotmail.com | 6111 Avenue Royalmount, Bureau 100 | Montreal | QC | H4P 2T4 | Canada | North America | McGill University | https://www.linkedin.com/in/avinash-sarwal-805102/ | Healthcare, Real Estate, REITs | 2.005 | https://www.holtaccelerator.ai/our-team/ | https://www.linkedin.com/company/joddes-limited/ | Joddes Limited, the Montreal-based single family office of the Goodman Family. | SF | ||||
| 581 | Jordan Park Group, LLC | Brian | Lagrotteria | Senior Vice President | (415) 417-3000 | brian.lagrotteria@jordan-park.com | info@jordan-park.com | 100 First Street, Suite 360 | San Francisco | CA | 94105 | United States of America | North America | Santa Clara University | https://www.linkedin.com/in/brianlagrotteria/ | Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds | 2.017 | $9.3B | https://www.linkedin.com/company/jordanpark/ | https://jordanpark.com/ | Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. | MF | |||
| Jordan Park Group, LLC | Frank | Ghali | Founder & CEO | (415) 417-3000 | frank.ghali@jordan-park.com | info@jordan-park.com | 100 First Street, Suite 360 | San Francisco | CA | 94105 | United States of America | North America | Rutgers University | https://www.linkedin.com/in/frankghali/ | Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds | 2.017 | $9.3B | http://sfepc.org/ | https://jordanpark.com/ | Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. | MF | ||||
| Jordan Park Group, LLC | Jon | Fults | Vice President | (415) 417-3000 | jon.fults@jordan-park.com | info@jordan-park.com | 100 First Street, Suite 360 | San Francisco | CA | 94105 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/jon-fults-cfa-92ab5123/ | Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds | 2.017 | $9.3B | https://www.linkedin.com/company/jordanpark/ | https://jordanpark.com/ | Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. | MF | ||||
| Jordan Park Group, LLC | Clint | Van Horn | Senior Associate | (415) 417-3000 | clintvanhorn@icloud.com | info@jordanpark.com | 100 First Street, Suite 360 | San Francisco | CA | 94105 | United States of America | North America | University of California, Santa Cruz | https://www.linkedin.com/in/clintvanhorn/ | Individuals, Families, Foundations, Related Institutions, Private Equity, M&A, Oil & Gas, Real Estate, Venture Capital, Hedge Funds | 2.017 | $9.3B | https://www.linkedin.com/company/jordanpark/ | https://jordanpark.com/ | Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to enhance lives and legacies. Our team is comprised of empathetic problem solvers committed to serving clients at the highest level of partnership. | MF | ||||
| 582 | JP Beteiligungs-Gesellschaft mbH | Thorben | Frederik Sievers | Investment Manager & Analyst | Direct: 49 403 0394 9913, Mobile: 49 160 9765-2239 | 49 4030 394-9929 | t.sievers@jp-beteiligung.de | Alstertor 9 | Hamburg | 20095 | Germany | Europe | Hamburg University of Applied Sciences | https://www.linkedin.com/in/thorben-frederik-sievers-5a2727141/ | Real Estate, Residential, Office, Commercial, Hotel | http://www.jp-beteiligung.de/ | JP Beteiligungs-Gesellschaft manages the assets of a Hamburg-based family of entrepreneurs. Its tradition in the SME sector, stretching back more than 200 years, is thus being continued for future generations. We only invest capital from our shareholder family. There is no financing by third parties such as banks or investment funds. Short decision-making channels allow us to facilitate prompt and discreet transactions. | SF | |||||||
| JP Beteiligungs-Gesellschaft mbH | Jan | Eckmann | Chief Financial Officer | Direct: 49 403 0394-9919 | 49 4030 394-9929 | j.eckmann@jp-beteiligung.de | Alstertor 9 | Hamburg | 20095 | Germany | Europe | EBS Universität für Wirtschaft und Recht | https://www.linkedin.com/in/jan-eckmann-5b413b/ | Real Estate, Residential, Office, Commercial, Hotel | https://tesumo.com/ | http://www.jp-beteiligung.de/ | JP Beteiligungs-Gesellschaft manages the assets of a Hamburg-based family of entrepreneurs. Its tradition in the SME sector, stretching back more than 200 years, is thus being continued for future generations. We only invest capital from our shareholder family. There is no financing by third parties such as banks or investment funds. Short decision-making channels allow us to facilitate prompt and discreet transactions. | SF | |||||||
| JP Beteiligungs-Gesellschaft mbH | Silke | Kieckbusch | Managing Director | 49 4030 394-9929 | s.kieckbusch@jp-beteiligung.de | Alstertor 9 | Hamburg | 20095 | Germany | Europe | Real Estate, Residential, Office, Commercial, Hotel | http://www.jp-beteiligung.de/ | JP Beteiligungs-Gesellschaft manages the assets of a Hamburg-based family of entrepreneurs. Its tradition in the SME sector, stretching back more than 200 years, is thus being continued for future generations. We only invest capital from our shareholder family. There is no financing by third parties such as banks or investment funds. Short decision-making channels allow us to facilitate prompt and discreet transactions. | SF | |||||||||||
| 583 | Jpaulatti Empreendimentos Ltda | Denilson | Leite | Administrative Manager | leite.denilson@gmail.com | R Doutor Renato Paes de Barros, 717 - CJ 92 - Itaim Bibi | Sao Paulo | SP | 04530-001 | Brazil | South America | UEL - Universidade Estadual de Londrina | https://www.linkedin.com/in/denilsonleite/ | https://twitter.com/leitedenilson | > Management of Cash Flows of JPaulatti and JMP Imóveis; > Allocation of Profit Distribution Resources to Investment accounts; (Alfa Bank, Credit Suisse, UBS, UBS NY, Delta NY, BNY Mellon, Banco Safra, BTG Pactual, Itaú Private, BB Private, BGC Partners, Citi Group NY and others) according to guidance from Portifolio Manager; > Assistance to the Portifolio Manager at operational tasks; > Control of Investments through programs and checklists > Office Routine Management; > Management of Personal Accounts Family (Safra, CSHG, Itaú, BB); > Cost Control; > Treasury; > Control of Investments in Real Estate (Farms, Flats, Hotels, Land Leases, Residential Apartments); > Control of Land Lease for Sugar Cane and Livestock > Among others. | SF | |||||||||
| 584 | JR Capital Group | John | Collier-Wright | Founder & Managing Director | 44 207 493-5757 | john@jrcapitalgroup.com | 48 Queen Anne Street | London | W1G 9JJ | United Kingdom | Europe | United States Military Academy at West Point | https://www.linkedin.com/in/johnspiezia/ | Real Estate, Property Management | 2.005 | £385M | https://www.linkedin.com/company/jr-capital-group/ | http://www.jrcapitalgroup.com/ | JR Capital is a FCA-registered multi-family office business with a focus on real estate. | MF | |||||
| JR Capital Group | Michael | Ferris | Property Development & Investment | Direct: 44 207 758-8031, Mobile: 44 788 162-2590 | michael@jrcapitalgroup.com | 48 Queen Anne Street | London | W1G 9JJ | United Kingdom | Europe | https://www.linkedin.com/in/michael-ferris-608021103/ | Real Estate, Property Management | 2.005 | £385M | https://www.linkedin.com/company/jr-capital-group/ | http://www.jrcapitalgroup.com/ | JR Capital is a FCA-registered multi-family office business with a focus on real estate. | MF | |||||||
| JR Capital Group | Philip | Carroll | Private Client Services & Bank Financing | Direct: 44 207 758-8032, Mobile: 44 773 674-0770 | philip@jrcapitalgroup.com | 48 Queen Anne Street | London | W1G 9JJ | United Kingdom | Europe | https://www.linkedin.com/in/philip-carroll-040bb440/ | Real Estate, Property Management | 2.005 | £385M | https://www.linkedin.com/company/jr-capital-group/ | http://www.jrcapitalgroup.com/ | JR Capital is a FCA-registered multi-family office business with a focus on real estate. | MF | |||||||
| JR Capital Group | Eliane | Collier-Wright | Director | Mobile: 44 207 493-5757 | eliane@jrcapitalpm.com | 48 Queen Anne Street | London | W1G 9JJ | United Kingdom | Europe | https://www.linkedin.com/in/eliane-collier-wright-94687710/ | Real Estate, Property Management | 2.005 | £385M | https://www.linkedin.com/company/jr-capital-group/ | http://www.jrcapitalgroup.com/ | JR Capital is a FCA-registered multi-family office business with a focus on real estate. | MF | |||||||
| 585 | Julius Baer Family Office | Luis Eduardo | Prado de Pinho | Assistant Director | Mobile: 55 (11) 99129-8477 | 55 (11) 2161-2401 | Lepinho09@gmail.com | contato@jbfo.com | Avenida Brigadeiro Faria Lima 4285, 10° andar, Itaim Bibi | Sao Paulo | SP | 04538-133 | Brazil | South America | Harvard University | https://www.linkedin.com/in/luis-eduardo-prado-de-pinho-72608266/ | Private Equity, Illiquid Investments, Alternative Investments, Real Estate, Hedge Funds, FinTech | 1.999 | R$500M | https://www.linkedin.com/company/juliusbaerfamilyoffice/ | https://www.juliusbaerfamilyoffice.com/ | Building on their successful track records in Brazil, the teams from GPS Investimentos and Reliance joined forces to open Julius Baer Family Office, which has now been here for over 20 years, constantly striving to provide the best investment advisory services while acting transparently and totally independently. Managing wealth responsibly means being true to values and ensuring high quality service to offer the best and most appropriate investment options. GPS and Reliance are part of Julius Baer Group, which has been a reference in wealth management for over a century with presence in leading financial centers worldwide. These three standout brands joined forces to start Julius Baer Family Office. | MF | 55 (31) 2552-3660 | |
| 586 | Jumpp Investments | Ronel | Jumpp | Chairman | rojumpp@greenstreettrust.com | Miami | FL | 33131 | United States of America | North America | University of Connecticut | https://www.linkedin.com/in/greenstreettrust/ | Alternative Investments, Real Estate, Private Equity, Credit, Infrastructure and Absolute Return Strategies | https://greenstreettrust.com/ | Jumpp Investments is a private family office for the Jumpp family. | SF | |||||||||
| 587 | Junkermann Group | Nicole | Junkermann | Founder | office@njfcapital.com | contact@njfholdings.com | London | W8 6SN | United Kingdom | Europe | International University of Monaco / Harvard Business School | https://www.linkedin.com/in/nicolejunkermann/ | Venture Capital, Real Estate, Private Equity Fund, Venture Fund | 2.012 | marketing@junkermanngroup.com, venture@njfcapital.com | https://www.linkedin.com/company/njf-holdings/ | https://www.njfholdings.com/ | Junkermann Group is a Family Office for the Junkermann Family managing real estate and other financial investments. | SF | ||||||
| 588 | JZJ Holdings LLC | David | Rosen | Managing Member | (201) 786-6500 | (201) 786-6501 | drosen@dashpharm.com | 2 Park Way | Upper Saddle River | NJ | 07458 | United States of America | North America | https://www.linkedin.com/in/davidbrosen/ | Real Estate, Early Stage Investments, Medical Devices, Technology & Internet, Pharma & Biotech, Pharmaceuticals & Healthcare, Dining & Food, Specialty | 2.014 | dashpharm@lslog.com | https://www.dashpharm.com/ | https://jzjholdings.com/ | JZJ Holdings is a single-family office that makes direct and syndicated investments into real estate, operating businesses and private equity/venture capital opportunities. We have a disciplined investment approach and typically focus on co-investment. In special circumstances, we will make direct investments in ventures if we think we add significant value and will take a board seat. Depending upon the asset class, we make investments from $10,000 to under a million. In a venture situation, we will consider making milestone based investments with disbursements over time. Have an opportunity you think would interest us? If you have an investment opportunity that you'd like us to consider, please share an executive summary along with your contact information. | SF | ||||
| 589 | K5 Family Office GmbH | Julius | Neuberger | Managing Director | 49 891 2503 9535 | 49 89 7488 8930 | julius@k5.ag | office@k5.ag | Waltherstraße 23 | Munich | 80337 | Germany | Europe | Humboldt-Universität zu Berlin | https://www.linkedin.com/in/dr-julius-neuberger-ll-m-4b6736127/ | Real estate and Alternative Asset Classes (venture capital, private equity and absolute return funds). | 2.011 | https://www.linkedin.com/company/k5/ | https://www.k5.ag/ | K5 is a single family office investing in both real estate and alternative asset classes in the technology sphere. | SF | ||||
| K5 Family Office GmbH | Albrecht | von Rheinbaben | Managing Director | 49 17 2990 5252 | 49 89 7488 8930 | albrecht@k5.ag | office@k5.ag | Waltherstraße 23 | Munich | 80337 | Germany | Europe | Real estate and Alternative Asset Classes (venture capital, private equity and absolute return funds). | 2.011 | https://www.linkedin.com/company/k5/ | https://www.k5.ag/ | K5 is a single family office investing in both real estate and alternative asset classes in the technology sphere. | SF | |||||||
| 590 | Kactus Capital Management | Sid | Malhotra | Chief Investment Officer | (212) 246-3300 | smalhotra78@gmail.com | Info@KactusCapital.com | 1271 Avenue of the Americas, Suite 2200 | New York | NY | 10020 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/sidmalhotra/ | • Investments include partnering with best in class external investment managers, co-investments and direct investments. • External manager investments include hedge funds, private equity funds, distressed investments, private credit/direct lending, public equity, fixed income, liquid credit markets and real assets including natural resources, energy, real estate and commodities. | 2.014 | https://www.linkedin.com/company/kactus-capital-management/ | https://www.kactuscapital.com/ | Kactus Capital is an institutional single family office/private investment firm focused on principal investing across public and private markets on a global basis. Focused on long term compounding and opportunistic investments. | SF | ||||
| 591 | KAD Companies | Amin | Khoury | General Partner | Palm Beach | FL | United States of America | North America | University of North Carolina at Chapel Hill | https://www.linkedin.com/in/jonathan-diamond-37804ab/ | Systematic Hedge Fund, Multifamily Apartment Portfolio, Private Equity Portfolio | https://aminckhoury.wordpress.com/ | KAD Companies, a single family office and private investment company, learned that Corsillo. | SF | |||||||||||
| 592 | KALBERT Family Office | Matt | Klaeffling | Managing Director | 49 17 3386 1878 | klaeffling@yahoo.com | AM Heimrathof 10 | Berg | 82335 | Germany | Europe | Real estate and Alternative Asset Classes (venture capital, private equity and absolute return funds). | 2.010 | £1.2B | http://www.kalbertfamilyoffice.com/ | KALBERT Family Office, a German single family office firm. | SF | ||||||||
| 593 | KALE Capital | Arthur | Law | Vice Chairman | arthur@kalecap.com | Central | Hong Kong | Asia | University of Oxford | https://www.linkedin.com/in/arthurlawpe/ | Private Equity, Real Estate | arthur_law@aceandcompany.com | https://www.linkedin.com/company/kale-capital/ | https://www.kalecap.com/ | KALE Capital is a single family office based in Asia, investing globally in private equity and real estates. We aim to select opportunities with the best risk-adjusted return profiles to achieve wealth preservation with growth. | SF | |||||||||
| 594 | KALESO Group | Roger | Frick | Founding Principal | 41 216 220 183 | 41 213 110 180 | d.tavares@kaleso-group.com | Rue de Bourg 30 | Lausanne | 1003 | Switzerland | Europe | https://www.linkedin.com/in/roger-frick-422b034/ | Real Estate, Hotel | 2.015 | r.frick@kaleso-group.com | Dominique (Casays) Tavares, Executive Secretary / Trust and Company administrator, https://www.linkedin.com/in/dominique-tavares-3a95859a/ | https://www.linkedin.com/company/kalesogroup/ | Kaleso is an independent and privately owned multi Family Office fully dedicated to the LATAM Market. Our offices are in Lausanne and Miami. | MF | Miami, Florida, USA | ||||
| 595 | Kalido Private Office | Katerina | Ukhankova | Managing Partner | 44 203 871-4073 | katerina@kalidoprivate.com | info@kalidoprivate.com | 31 Surbiton Plaza, 16 St.Mary's Road | Surbiton | KT6 4EP | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/katerina-eldring-8a411616/ | Real Estate, Property | https://www.linkedin.com/company/kalidoprivate/ | http://en.kalidoprivate.com/ | Kalido Private Office is a boutique consultancy firm located in the heart of London's Mayfair. We are a multi-family office offering bespoke integrated services to HNW clients and their families. | MF | ||||||
| 596 | Kapital Design FS GmbH | Frederick | Owusu | Chief Executive Officer | Mobile: 49 40 32 890-2599 | f.owusu@kapitaldesignfs.de | info@kapitaldesignfs.de | Neuer Wall 80 | Hamburg | 20354 | Germany | Europe | Private Equity, Real Estate | $1M | https://www.linkedin.com/in/kapital-design-fs-gmbh-b759ba1b6/ | https://kapitaldesignfs.de/ | Kapital Design is an independent private family office based in Hamburg and offer a range of corporate and personal services to our HNW and UHNW clients and families. We create bespoke portfolios to help our clients achieve their long-term investment goals and grow their legacies. As an independent, privately held investment firm, we are investors who treat our clients' goals as our own. Each portfolio is constructed from the ground up, based on sound investment principles, grounded in deep private wealth management experience and designed to outperform. With our objective, customer-centric approach, we serve a community of families around the world and offer: An unbiased recommendation from a company that does not have its own products or business plans that may compete with the interests of our customers Intense client partnerships that enable truly bespoke service and unique portfolios Access to global investment ideas through a well-established global platform of manager relationships. Nearly three decades of experience helping wealthy families achieve their long-term investment goals and fulfill their legacy. We build long-term relationships with our clients and support them in the different phases of their investment cycle, be it preparing a plan ahead of a liquidity event, preparing for intra-generational wealth transfers, setting up governance be processes o family members how to preserve and increase your wealth. | SF | |||||||
| 597 | Karlin Asset Management, Inc. | David | Cohen | Co-Founder, Chief Executive Officer & Chief Investment Officer | (310) 806-9700 | david@karlinfund.com | info@karlinfund.com | 11755 Wilshire Blvd., Suite 1400 | Los Angeles | CA | 90025 | United States of America | North America | University of Cambridge | https://www.linkedin.com/in/david-c-713654148/ | Private Equity, Real Estate, Value Securities, Natural Resources, Venture Capital, Direct Lending | 2.005 | david@calmwatercapital.com | https://www.karlinre.com/ http://calmwatercapital.com/ https://highviewcp.com/ | https://karlinfund.com/ | Karlin Asset Management, a Los Angeles based single-family office with an equity capital base of over $1 Billion. | SF | |||
| Karlin Asset Management, Inc. | Matthew | Schwab | Co-Founder & Senior Portfolio Manager | (310) 806-9700 | matt@karlinre.com | info@karlinfund.com | 11755 Wilshire Blvd., Suite 1400 | Los Angeles | CA | 90025 | United States of America | North America | https://www.linkedin.com/in/matthew-schwab-9b70141/ | Private Equity, Real Estate, Value Securities, Natural Resources, Venture Capital, Direct Lending | 2.005 | https://www.karlinre.com/ | https://karlinfund.com/ | Karlin Asset Management, a Los Angeles based single-family office with an equity capital base of over $1 Billion. | SF | ||||||
| 598 | Karni Vilenchik Family Office - Vilenchik rays Financial Solutions | Kfir | Markovich | Partner | Direct: 972 548 002 161 | 972 737 586 002 | kfir@karni.biz | Bezalel 1 | Ramat Gan | Israel | Asia | Reichman University | https://www.linkedin.com/in/kfirmarkovich/ | The company specializes in developing investment strategy and financial advice for financially wealthy families, wealthy individuals, corporations and companies in Israel with a variety of products: portfolio management, financial policies, study funds, provident funds, IRA 190, executive insurance, pension funds, Real estate funds etc. | 2.008 | https://www.linkedin.com/company/karni-financial-solutions/ | https://karni.biz/ | Karni Vilenchik Family Office is a private company that provides its clients and their families with advanced family office services and accompanies them step by step throughout all stages: from the start of the joint activity, during the career, at retirement and in the following period. | MF | ||||||
| Karni Vilenchik Family Office - Vilenchik rays Financial Solutions | Eyal | Sela | Partner | Direct: 972 546 695 309 | 972 737 586 002 | eyal@karni.biz | Bezalel 1 | Ramat Gan | Israel | Asia | https://www.linkedin.com/in/eyal-sela-aa8779137/ | The company specializes in developing investment strategy and financial advice for financially wealthy families, wealthy individuals, corporations and companies in Israel with a variety of products: portfolio management, financial policies, study funds, provident funds, IRA 190, executive insurance, pension funds, Real estate funds etc. | 2.008 | https://www.linkedin.com/company/karni-financial-solutions/ | https://karni.biz/ | Karni Vilenchik Family Office is a private company that provides its clients and their families with advanced family office services and accompanies them step by step throughout all stages: from the start of the joint activity, during the career, at retirement and in the following period. | MF | ||||||||
| Karni Vilenchik Family Office - Vilenchik rays Financial Solutions | Liran | Leibovich | Partner | Direct: 972 547 644 645 | 972 737 586 002 | liran@karni.biz | Bezalel 1 | Ramat Gan | Israel | Asia | https://www.linkedin.com/in/liran-leibovich-671098122/ | The company specializes in developing investment strategy and financial advice for financially wealthy families, wealthy individuals, corporations and companies in Israel with a variety of products: portfolio management, financial policies, study funds, provident funds, IRA 190, executive insurance, pension funds, Real estate funds etc. | 2.008 | https://www.linkedin.com/company/karni-financial-solutions/ | https://karni.biz/ | Karni Vilenchik Family Office is a private company that provides its clients and their families with advanced family office services and accompanies them step by step throughout all stages: from the start of the joint activity, during the career, at retirement and in the following period. | MF | ||||||||
| Karni Vilenchik Family Office - Vilenchik rays Financial Solutions | Shay | Shaia | Co-Founder & Head of Wealth Management | 972 526 800 300 | 972 737 586 002 | shay@karni.biz | Bezalel 1 | Ramat Gan | Israel | Asia | https://www.linkedin.com/in/shay-shaia-41a3aaa/ | The company specializes in developing investment strategy and financial advice for financially wealthy families, wealthy individuals, corporations and companies in Israel with a variety of products: portfolio management, financial policies, study funds, provident funds, IRA 190, executive insurance, pension funds, Real estate funds etc. | 2.008 | https://www.linkedin.com/company/karni-financial-solutions/ | https://karni.biz/ | Karni Vilenchik Family Office is a private company that provides its clients and their families with advanced family office services and accompanies them step by step throughout all stages: from the start of the joint activity, during the career, at retirement and in the following period. | MF | ||||||||
| Karni Vilenchik Family Office - Vilenchik rays Financial Solutions | Dror | Karni | Chief Executive Officer | 972 505 228 999 | 972 737 586 002 | dror@karni.biz | Bezalel 1 | Ramat Gan | Israel | Asia | •University of Manchester - Ono Academic College | https://www.linkedin.com/in/dror-karni-75189119/ | The company specializes in developing investment strategy and financial advice for financially wealthy families, wealthy individuals, corporations and companies in Israel with a variety of products: portfolio management, financial policies, study funds, provident funds, IRA 190, executive insurance, pension funds, Real estate funds etc. | 2.008 | https://www.linkedin.com/company/karni-financial-solutions/ | https://karni.biz/ | Karni Vilenchik Family Office is a private company that provides its clients and their families with advanced family office services and accompanies them step by step throughout all stages: from the start of the joint activity, during the career, at retirement and in the following period. | MF | |||||||
| 599 | KCY Family Office LLC | Steven | Zhang | Founding Partner | (646) 481-1398 | szhang@kcyfamo.com | info@kcyfamo.com | 152 W 57th Street, 28th Floor | New York | NY | 10019 | United States of America | North America | Indiana University - Kelley School of Business | https://www.linkedin.com/in/steven-zhang-0654778/ | Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment | 2.018 | szhang@youheinvest.com | https://www.linkedin.com/company/kcy-family-office-llc/ https://www.youheinvest.com/ | https://www.kcyfamo.com/ | KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. | MF | |||
| KCY Family Office LLC | Anla | Cheng | Founder & Advisor | (646) 481-1398 | acheng@kcyfamo.com | info@kcyfamo.com | 152 W 57th Street, 28th Floor | New York | NY | 10019 | United States of America | North America | https://www.linkedin.com/in/anla-cheng-01526a96/ | Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment | 2.018 | anla@thechinaproject.com | https://www.linkedin.com/company/kcy-family-office-llc/ | https://www.kcyfamo.com/ | KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. | MF | |||||
| KCY Family Office LLC | Clarence | Kwan | Founder | (646) 481-1398 | ckwan@kcyfamo.com | info@kcyfamo.com | 152 W 57th Street, 28th Floor | New York | NY | 10019 | United States of America | North America | Hedge Funds, Private Equity Funds, Real Estate Funds, Alternative Investment | 2.018 | https://www.linkedin.com/company/kcy-family-office-llc/ | https://www.kcyfamo.com/ | KCY Family Office, a multi-family office with an investment platform for cross-border high net worth families to co-invest with their “like-minded” peers in the U.S. for global alternative investment opportunities. KCY Family Office LLC is the general partner of BOLE2 Investment Fund L.P. | MF | |||||||
| 600 | Keiretsu Family Office | Nathan | McDonald | Managing Director | Direct: (206) 255-8870, Mobile: (206) 737-3123 | nathan@keiretsufamilyoffice.com | 2815 Eastlake Ave E, Suite 300 | Seattle | WA | 98102 | United States of America | North America | UW Foster School of Business / University of Washington | https://www.linkedin.com/in/nathanmcdonald1/ | Technology, Lifescience, Impact Deal Flow, Real Estate Fund, Blockchain Fund of Funds | 2.020 | $1B | nathan@keiretsucapital.com | https://www.keiretsucapital.com/ | https://www.keiretsufamilyoffice.com/ | Keiretsu Family Office provides access to great deal flow, family office structuring services, educational content, and sophisticated networking events. Keiretsu Family Office provides personalized services for Family Offices looking to access the Keiretsu Global Network of deal flow and resources including the largest proprietary deal flow in the world! Keiretsu Forum is a global angel investor network supporting its portfolio companies with equity and resources worldwide. With chapters in North America, Europe and Asia. Keiretsu Forum has invested more than $1 Billion in over 2,400 fundings since its inception, and backed over 200 companies in 2022 and 2023. Keiretsu Capital is the exclusive worldwide fund partner of Keiretsu Forum and manages angel co-investment and real estate funds for its investors. Keiretsu Forum and Keiretsu Capital are ranked as the most active venture investors in the world by Pitchbook and the National Venture Capital Association. | MF | |||
| 601 | Kemmons Wilson Companies | McLean | Wilson | Principal | (901) 346-8800 | mwilson@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | University of Virginia | https://www.linkedin.com/in/mclean-wilson-a339823/ | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | |||||
| Kemmons Wilson Companies | Cecil | Carney | President, Private Investments | (901) 382-7809 | ccarney@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | Christian Brothers University | https://www.linkedin.com/in/cecil-carney-658b8426/ | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | ||||||
| Kemmons Wilson Companies | Spence | Wilson | Chairman, Board of Directors | (901) 346-8800 | swilson@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | Vanderbilt University / Harvard Business School | https://www.linkedin.com/in/spence-wilson-02768b35/ | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | ||||||
| Kemmons Wilson Companies | Linda | Grissom | Executive Assistant to the Chairman of the Board | Mobile: (901) 277-4400 | lgrissom@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | https://www.linkedin.com/in/linda-grissom-89893245/ | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | |||||||
| Kemmons Wilson Companies | Teresa | Cline | Managing Director | (901) 346-8800 | tcline@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | ||||||||
| Kemmons Wilson Companies | Tony | Graves | President & Co-Chief Investment Officer | (901) 346-8800 | tgraves@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | tgraves@kwcmgmt.com | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | |||||||
| Kemmons Wilson Companies | Shannon | Rhodes | Co-Chief Investment Officer | (901) 346-8800 | srhodes@kwilson.com | 20 Huling Avenue | Memphis | TN | 38103 | United States of America | North America | Vanderbilt University / Duke University - The Fuqua School of Business | https://www.linkedin.com/in/shannon-rhodes-79a20511/ | Aviation, Financial Services, Hotels, Hospitality, Insurance, Real Estate, Time Sharing | 1.948 | https://kwcmgmt.com/ | https://kwilson.com/ | Kemmons Wilson Companies is a third-generation, single family office established in 1948 by Kemmons Wilson. Most noted for founding Holiday Inns, Kemmons was a serial entrepreneur who never stopped creating or investing in businesses. Having owned, operated or partnered with people in over 400 ventures to date, the third generation helps lead the company today with a concentration in six (6) key industries – aviation, financial services, hotels, insurance, real estate and time sharing but are also open to opportunities outside these areas. | SF | ||||||
| 602 | 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 | Saint Anthonys high school, clara, Coonty Offaly. Ireland | 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 | The George Washington University | 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 | ||||
| 603 | Key Family Partners SA | Morten | Kielland | Co-Founder | 41 223 390 000 | mhk@keyfamilypartners.com | Rue François-Bonivard 6 | Geneva | CH-1201 | Switzerland | Europe | University of Denver / University of Washington | https://www.linkedin.com/in/morten-kielland-63b69011b/ | Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds | https://www.linkedin.com/company/key-family-partners/ | https://keyfamilypartners.com/ | KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. | MF | |||||||
| Key Family Partners SA | Nigel | John Webber | Chief Investment Officer | 41 223 390 000 | kfp@keyfamilypartners.com | Rue François-Bonivard 6 | Geneva | CH-1201 | Switzerland | Europe | Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds | https://www.linkedin.com/company/key-family-partners/ | https://keyfamilypartners.com/ | KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. | MF | ||||||||||
| Key Family Partners SA | Simon | Minder | Member of the Board of Directors | Direct: 41 793 333 856 | simon.minder@m76.ch | Rue François-Bonivard 6 | Geneva | CH-1201 | Switzerland | Europe | University of Southern Queensland | https://www.linkedin.com/in/simonminder/ | Private Equity, Real Estate, Equity Derivatives, Alternative Investments, Endowment Funds | https://www.m76.ch/team/ | https://keyfamilypartners.com/ | KFP is a multi-family office in Geneva, serving high net worth families to integrate their financial needs. We provide tailored investment management services, club deals, asset allocation and wealth planning, administration, and total wealth reporting. We strive to give our families exceptional service, focusing on their unique and personal requirements whilst providing all the benefits of operating in a sophisticated, private investment club. | MF | ||||||||
| 604 | KeyBridge Financial LLC | James | Catanese | Principal | (610) 544-7372 | (610) 544-5501 | jcatanese@key-bridge.com | 1489 Baltimore Pike, Suite 203 | Springfield | PA | 19064 | United States of America | North America | https://www.linkedin.com/in/jim-catanese-7235502a/ | Private Equity, Hedge Funds, Equities, Real Estate | https://www.key-bridge.com/ | Keybridge Financial is a single family office based in Fort Washington, Pennsylvania. Keybridge Financial offers investment, financial management and planning services in private equity, hedge funds, equities, real estate and other asset classes for a single family offices in the Pennsylvania. The assets of the firm are managed by the executive management team. | SF | |||||||
| 605 | Keystone Family Office Inc. | Mark | Marinzoli | Financial Advisor | (610) 765-6008 | (610) 361-8398 | marklm@keystonewms.com | 535 Baltimore Pike, Suite 100 | Glen Mills | PA | 19342 | United States of America | North America | 1.980 | https://www.linkedin.com/company/keystone-family-office-inc/ | https://www.keystonefamilyoffice.com/ | Keystone Family Office is an internationally focused multi-family office, which provides comprehensive advisory services to families and organizations. We live in a time where changes in the ability to create and maintain wealth occur quickly and frequently. To adapt to the challenges of increased regulatory reforms, taxation regimes, uncertainty of economic conditions, and difficulties in maintaining one’s right to privacy, successful business owners and families need a source of trusted advisors more than ever. Often, families with complex family structures own various forms of investments, business and real estate interests around the world. and value the centralized and independent counsel that a multi-family office organization can provide. Keystone was founded by skilled PhD's, accountants, enrolled agents, portfolio managers, and multilingual business development advisors with years of experience in the professions of consulting, accounting, wealth management, real estate and finance. We can assist with all aspects of a family or individual’s asset management, particularly when the assets or investments are located within the United States or indirectly connected to the United States. | MF | |||||||
| 606 | Keystone Private | Caroline | Taylor | Director | 61 7 3229 7955 | 61 7 3211 7446 | ctaylor@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | https://www.linkedin.com/in/caroline-taylor-145900180/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | ||||
| Keystone Private | Lesa | Jackson | Chief Financial Officer | 61 7 3229 7955 | 61 7 3211 7446 | ljackson@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | QUT (Queensland University of Technology) | https://www.linkedin.com/in/lesajackson/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | ||||
| Keystone Private | Jo | Lowrie | Senior Manager - Finance | 61 7 3229 7955 | 61 7 3211 7446 | jlowrie@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | QUT (Queensland University of Technology) | https://www.linkedin.com/in/jo-lowrie-89b628100/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | ||||
| Keystone Private | Marina | Mangano | Associate Director | 61 7 3229 7955 | 61 7 3211 7446 | mmangano@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | QUT (Queensland University of Technology) | https://www.linkedin.com/in/marina-mangano-22934638/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | ||||
| Keystone Private | David | Jackson | Managing Director | 61 7 3229 7955 | 61 7 3211 7446 | djackson@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | University of New England (AU) | https://www.linkedin.com/in/david-jackson-1aa23824/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | ||||
| Keystone Private | Stuart | Moody | Director of Property | 61 421 323 051 | 61 7 3211 7446 | smoody@keystoneprivate.com.au | info@k2private.com.au | 167 Eagle St. | Brisbane City | QLD | 4000 | Australia | Australia / Oceania | https://www.linkedin.com/in/stuartmoody/ | Real Estate, Commercial Facilities, Retail, Construction | 2.004 | https://www.linkedin.com/company/keystone-private/ | https://www.keystoneprivate.com.au/ | Keystone Private is Queensland’s leading multi-family office. Established in 2004, we started like many young businesses; as a Family Office with one high net worth client and have now grown to a multi-family office with over 35 families and 30 dedicated staff. | MF | |||||
| 607 | KF Partners, LLC | Jay | Krehbiel | President | australia@sundropfarms.com | info@kf-partners.com | 444 West Lake Street, Suite 3450 | Chicago | IL | 60606 | United States of America | North America | Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/jay-frederick-krehbiel-1397a5186/ | Consumer and Goods, Retail, Real Estate | Devin DeAngelis, Personal Assistant: devindeangelis@gmail.com | http://www.sundropfarms.com/team/jay-krehbiel/ | https://www.kf-partners.com/ | KF Partners, LLC (KFP), a single-family office based in Chicago. KFP provides comprehensive wealth management and lifestyle management services tailored to the unique needs of each client. | SF | |||||
| KF Partners, LLC | Matt | Soule | Senior Accountant | matthewjamessoule@gmail.com | info@kf-partners.com | 444 West Lake Street, Suite 3450 | Chicago | IL | 60606 | United States of America | North America | Truman State University | https://www.linkedin.com/in/matt-j-soule-cpa-7088784a/ | Consumer and Goods, Retail, Real Estate | https://www.kf-partners.com/ | KF Partners, LLC (KFP), a single-family office based in Chicago. KFP provides comprehensive wealth management and lifestyle management services tailored to the unique needs of each client. | SF | ||||||||
| 608 | Kimen Group (Family Office) | Louis | Ho | Investment Analyst | 65 6225 1421 | contact@kimengroup.com | contact@kimengroup.com | 101 Cecil Street, #22-05 Tong Eng Building | Singapore | 069533 | Singapore | Asia | Singapore Management University | https://www.linkedin.com/in/louishky/ | Private Equity, Real estate, Residential | 2.015 | $120M | https://kimengroup.net/ | Kimen, an investment holding group operating like a single family office with a primary focus on portfolio investments and real estate operations. Our Portfolio Investment Division invests in public equities, private equity funds, performing and distressed debt funds, semiconductor equipment leasing, and others; while our Real Estate Division focuses on Operations, Development and Investments of residential and commercial real estate properties. Collectively, our team has more than 70 years of experience in investing, engineering, architecture, real estate development and operations. In selecting investment targets, we put emphasis on valuation, growth potential, and the people involved. Our investment professionals' ethos is to focus on the key fundamentals of the businesses and make informed decisions on the financial risk and return factors of every deal; and we grow our business by diversifying our asset base. | SF | |||||
| 609 | Kimfo Financial Strategies Ltd. | David | Kimche | President | Office: 972 9 745-3330, Mobile: 972 54 453-3710 | 972 9 742-8216 | david@kimfo-fs.com | info@kimfo-fs.com | 5 Hanofar St. | Ra'anana | 4366404 | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/david-kimche-83a31414/ | Real Estate, High Tech Startups, Private Equity, Venture Capital, Early Stage, Technology | 2.005 | https://www.linkedin.com/company/kimfo-family-office/ | https://www.kimfo-fs.com/ | As a leading Israeli Multi Family Office, KIMFO Financial Strategies Ltd. provides a select group of high net worth families throughout the world with fully integrated interdisciplinary services in managing family wealth. | MF | ||||
| Kimfo Financial Strategies Ltd. | Meiki | Bordowicz | Senior Client Relationship Manager | Office: 972 9 745-3330 | 972 9 742-8216 | meiki@kimfo-fs.com | info@kimfo-fs.com | 5 Hanofar St. | Ra'anana | 4366404 | Israel | Asia | Bar Ilan University, Israel | https://www.linkedin.com/in/meiki-bordowicz-75b82620/ | Real Estate, High Tech Startups, Private Equity, Venture Capital, Early Stage, Technology | 2.005 | https://www.linkedin.com/company/kimfo-family-office/ | https://www.kimfo-fs.com/ | As a leading Israeli Multi Family Office, KIMFO Financial Strategies Ltd. provides a select group of high net worth families throughout the world with fully integrated interdisciplinary services in managing family wealth. | MF | |||||
| Kimfo Financial Strategies Ltd. | Salomon | Farca | Client Relationship Manager | Office: 972 9 745-3330 | 972 9 742-8216 | salomon@kimfo-fs.com | info@kimfo-fs.com | 5 Hanofar St. | Ra'anana | 4366404 | Israel | Asia | Bar Ilan University | https://www.linkedin.com/in/salomon-farca-3232952b/ | Real Estate, High Tech Startups, Private Equity, Venture Capital, Early Stage, Technology | 2.005 | https://www.linkedin.com/company/kimfo-family-office/ | https://www.kimfo-fs.com/ | As a leading Israeli Multi Family Office, KIMFO Financial Strategies Ltd. provides a select group of high net worth families throughout the world with fully integrated interdisciplinary services in managing family wealth. | MF | |||||
| Kimfo Financial Strategies Ltd. | Rafi | Cohen | General Counsel | Office: 972 9 745-3330 | 972 9 742-8216 | rafi@cohenlightlaw.com | info@kimfo-fs.com | 5 Hanofar St. | Ra'anana | 4366404 | Israel | Asia | Yeshiva University / The Hebrew University of Jerusalem | https://www.linkedin.com/in/rafi-cohen-3708804/ | Real Estate, High Tech Startups, Private Equity, Venture Capital, Early Stage, Technology | 2.005 | https://www.cohenlightziv.com/team/rafi-cohen/ | https://www.kimfo-fs.com/ | As a leading Israeli Multi Family Office, KIMFO Financial Strategies Ltd. provides a select group of high net worth families throughout the world with fully integrated interdisciplinary services in managing family wealth. | MF | |||||
| 610 | Kings Mountain Capital Group, LLC | Kermit | Claytor | Founder & Principal | (650) 688-0300 | (650) 688-0302 | kent@menloadvisors.com | 800 Oak Grove Avenue, Suite 205 | Menlo Park | CA | 94025 | United States of America | North America | Santa Clara University | https://www.linkedin.com/in/kermit-s-claytor-08902412/ | Real Estate, Early-Stage Venture Capital Investing, Venture Capital Funds, Consumer, Enterprise, FinTech, Financial Technology, Frontier, Healthcare, PropTech, Hedge Fund | 2.011 | kermit@znet.com | http://www.menloadvisors.com/ | Kings Mountain Capital Group LLC is a Single Family Office (SFO), providing family governance, investment management, and real estate management functions to my family. Individually, I provide portfolio advisory services to select clients, in which my family has investments, and active in early-stage Venture Capital investing. | SF | ||||
| 611 | 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 | San Diego State University | 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 | California State University, Long Beach | 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 | California State Polytechnic University-Pomona | 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 | ||
| 612 | KIRKBI A/S | Irene | Dahl-Hansen | Director, Head of Family Office | 45 753 38 833 | 45 75 338 944 | irene.dahl.hansen@kirkbi.com | kirkbi@kirkbi.dk | Koldingvej 2 | Billund | Denmark | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/irene-dahl-hansen-221b5585/ | Liquid investments: Liquid Bonds, Corporate Debt, Quoted Equities. Long-term investments: Long-term Equity, Investment Real Estate, Private Equity, Alternatives. | 2.007 | https://www.linkedin.com/company/kirkbi-a-s/ | https://www.kirkbi.com/ | KIRKBI A/S is the Kirk Kristiansen, the former president and CEO of The Lego Group, family’s holding and investment company. KIRKBI is the holding and investment company of the Kirk Kristiansen Family, which – in addition to a broad investment portfolio – owns the LEGO® brand and the majority of the Kirk Kristiansen family’s joint activities, including the majority shareholding in LEGO A/S and a significant shareholding in Merlin Entertainments. | SF | ||||
| KIRKBI A/S | Thomas | Schleicher | Chief Investment Officer | 45 753 38 833 | 45 75 338 944 | thomas.schleicher@kirkbi.com | kirkbi@kirkbi.dk | Koldingvej 2 | Billund | Denmark | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/thomasschleicher/ | Liquid investments: Liquid Bonds, Corporate Debt, Quoted Equities. Long-term investments: Long-term Equity, Investment Real Estate, Private Equity, Alternatives. | 2.007 | https://www.linkedin.com/company/kirkbi-a-s/ | https://www.kirkbi.com/ | KIRKBI A/S is the Kirk Kristiansen, the former president and CEO of The Lego Group, family’s holding and investment company. KIRKBI is the holding and investment company of the Kirk Kristiansen Family, which – in addition to a broad investment portfolio – owns the LEGO® brand and the majority of the Kirk Kristiansen family’s joint activities, including the majority shareholding in LEGO A/S and a significant shareholding in Merlin Entertainments. | SF | |||||
| KIRKBI A/S | Rasmus | Roar Hansen | Senior Strategy Manager | 45 753 38 833 | 45 75 338 944 | rasmus.roar.hansen@kirkbi.com | kirkbi@kirkbi.dk | Koldingvej 2 | Billund | Denmark | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/rasmusroar/ | Liquid investments: Liquid Bonds, Corporate Debt, Quoted Equities. Long-term investments: Long-term Equity, Investment Real Estate, Private Equity, Alternatives. | 2.007 | https://www.linkedin.com/company/kirkbi-a-s/ | https://www.kirkbi.com/ | KIRKBI A/S is the Kirk Kristiansen, the former president and CEO of The Lego Group, family’s holding and investment company. KIRKBI is the holding and investment company of the Kirk Kristiansen Family, which – in addition to a broad investment portfolio – owns the LEGO® brand and the majority of the Kirk Kristiansen family’s joint activities, including the majority shareholding in LEGO A/S and a significant shareholding in Merlin Entertainments. | SF | |||||
| KIRKBI A/S | Carina | Frøjk | Executive PA, Family Office | 45 753 38 833 | 45 75 338 944 | carina.frojk@kirkbi.com | kirkbi@kirkbi.dk | Koldingvej 2 | Billund | Denmark | Denmark | Europe | Grindsted Erhvervsskole | https://www.linkedin.com/in/carina-frøjk-bb76972/ | Liquid investments: Liquid Bonds, Corporate Debt, Quoted Equities. Long-term investments: Long-term Equity, Investment Real Estate, Private Equity, Alternatives. | 2.007 | frojk@hotmail.com | https://www.linkedin.com/company/kirkbi-a-s/ | https://www.kirkbi.com/ | KIRKBI A/S is the Kirk Kristiansen, the former president and CEO of The Lego Group, family’s holding and investment company. KIRKBI is the holding and investment company of the Kirk Kristiansen Family, which – in addition to a broad investment portfolio – owns the LEGO® brand and the majority of the Kirk Kristiansen family’s joint activities, including the majority shareholding in LEGO A/S and a significant shareholding in Merlin Entertainments. | SF | ||||
| KIRKBI A/S | Bue | Fisker | Senior Investment Manager | Direct: 45 53 194 987 | bue.fisker@kirkbi.com | kirkbi@kirkbi.dk | Koldingvej 2 | Billund | Denmark | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/bue-fisker-b10946a6/ | Liquid investments: Liquid Bonds, Corporate Debt, Quoted Equities. Long-term investments: Long-term Equity, Investment Real Estate, Private Equity, Alternatives. | 2.007 | https://www.linkedin.com/company/kirkbi-a-s/ | https://www.kirkbi.com/ | KIRKBI A/S is the Kirk Kristiansen, the former president and CEO of The Lego Group, family’s holding and investment company. KIRKBI is the holding and investment company of the Kirk Kristiansen Family, which – in addition to a broad investment portfolio – owns the LEGO® brand and the majority of the Kirk Kristiansen family’s joint activities, including the majority shareholding in LEGO A/S and a significant shareholding in Merlin Entertainments. | SF | ||||||
| 613 | Kirwood Capital | Edward | Ring | Advisory Committee Member | 61 3 8639 0292 | 121 Flinders Lane, Level 5 | Melbourne | VIC | 3000 | Australia | Australia / Oceania | University of Melbourne | 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 | 121 Flinders Lane, Level 5 | Melbourne | VIC | 3000 | Australia | Australia / Oceania | University of Melbourne | 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 | ||||||||
| 614 | KIT Capital LLC | Rosario | Davi | Chief Operating Officer | (646) 502-7493 | (212) 937-3999 | rosario@kitcapital.com | Av. Centenario K 9 #30-42, Getsemani | Cartagena de Indias | Colombia | South America | Rutgers University | https://www.linkedin.com/in/rosario-davi-4442b3/ | Real Estate, Technology | 2.001 | $1.5B | rosario@kitcapital.com | https://www.kitcapital.com/ | KIT Capital is a family office founded by serial entrepreneur and former Goldman Sachs investment banker Kaleil Isaza Tuzman. Since 2001, the firm has created over US$1.5 billion in incremental market value through operational turnarounds, asset sales and investing in growth equity and real estate.KIT Capital is focused on investment and business development opportunities in the Andean Region of Latin America and EMEA. Headquartered in Cartagena, Colombia, with professionals in Bogotá, Dubai, Los Angeles, New York and Prague, KIT leverages cross-cultural and cross-border deal expertise to bridge the gap between the Andean markets and the developed markets of North America, Europe and the Persian Gulf. | MF | |||||
| 615 | kjup Capital Family Office GmbH & Co. KG | Benjamin | Meyberg | Investment Manager | 49 404 503 010 | 49 404 503-0115 | contact@kjup.com | Alter Wall 12 | Hamburg | 20457 | Germany | Europe | University of Cologne | https://www.linkedin.com/in/benjamin-meyberg-2523068b/ | Small and Mid-Cap Companies and Real Estate in Germany as well as global investments into Private Equity Funds and Private Equity Real Estate Funds | https://www.linkedin.com/in/dirk-umbach-289311/ https://www.linkedin.com/in/daniel-czimer-909b9021/ | https://www.kjup.com/ | kjup Capital is the single family office of a Hamburg family. It has carried out its entrepreneurial asset allocation for over 30 years primarily focused on direct investments into small and mid-cap companies and real estate in Germany as well as global investments into private equity funds and private equity real estate funds. | SF | ||||||
| 616 | Klosters Capital LLC | Erik | Halvorssen | Director | (561) 266-4244 | erik@prolegacyfunds.com | info@klosters-capital.com | 848 Brickell Avenue, Suite 750 | Miami | FL | 33131 | United States of America | North America | UCAB - Universidad Católica Andrés Bello | https://www.linkedin.com/in/erikhalvorssen/ | Real Estate, Technology | 2.016 | $185M | https://www.prolegacyfund2.com/ | https://klosters-capital.com/ | Wealth Management with a Multi Family Office approach. | MF | |||
| Klosters Capital LLC | Juan Carlos | Riera | CFO & Partner | (305) 907-3421 | jriera@ics-compliance.com | info@klosters-capital.com | 848 Brickell Avenue, Suite 750 | Miami | FL | 33131 | United States of America | North America | UCAB - Universidad Católica Andrés Bello | https://www.linkedin.com/in/juan-carlos-riera-94806611/ | Real Estate, Technology | 2.016 | $185M | https://ics-compliance.com/ | https://klosters-capital.com/ | Wealth Management with a Multi Family Office approach. | MF | ||||
| 617 | Knightsbridge Private Wealth Limited | Katya | Zhitskaya | Founder, Managing Director | 44 758 844-0080 | info@knightsbridgeprivatewealth.com | 14 Basil St., Knightsbridge | London | SW3 1JJ | United Kingdom | Europe | Moscow State Institute of International Relations (University) MFA Russia MGIMO | https://www.linkedin.com/in/katja-zhitskaya-094b771/ | Private Equity, Real Estate, Hedge Funds, Yachts, Jets, Art | 2.013 | £155M | https://www.linkedin.com/company/knightsbridge-private-wealth-limited/ | http://knightsbridgeprivatewealth.com/ | Knightsbridge Private Wealth, an independent Londo-based Multi Family Office firm. | MF | |||||
| 618 | KOEHLER GROUP Holding GmbH | Philipp | Zinsmayer | Investment Director | Mobile: 49 173 155-1239 | pz@koehlergroup.com | mail@koehlergroup.com | Marktplatz 5 | Stuttgart | 70173 | Germany | Europe | Universität St.Gallen (HSG); KIT; Frankfurt School of Finance | https://www.linkedin.com/in/philipp-zinsmayer-952936a3/ | Residential Real Estate, Commercial Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/koehler-group/ | https://www.koehlergroup.com/ | The KOEHLER GROUP is a single family office based in Stuttgart. The Group is divided into the business areas company holdings, real estate and capital market investments. In the area company holdings, investments are made in fast growing companies in the sectors consumer internet, fintech and e-commerce. The regional focus is on Europe, the USA and Southeast Asia. With the real estate section, the KOEHLER GROUP is a portfolio holder of logistic, office and residential properties in southern Germany, mainly in the metropolitan region Stuttgart. In the asset class equities, investments are made in globally active internet and technology enterprises in the USA and China. In the field of venture capital and private equity, capital is allocated to the funds of leading providers in the USA and Europe. Founder and owner is the award-winning entrepreneur Rene Marius Köhler, who already started his extraordinary entrepreneurial career 17 years ago with the foundation of the Internetstores Group, the European market leader in bike and outdoor multichannel commerce. | SF | |||||
| KOEHLER GROUP Holding GmbH | Stephan | Belser | Director Investment Solutions | Mobile: 49 173 232-2334 | sb@koehlergroup.com | mail@koehlergroup.com | Marktplatz 5 | Stuttgart | 70173 | Germany | Europe | Universität Liechtenstein | https://www.linkedin.com/in/stephan-belser-739954194/ | Residential Real Estate, Commercial Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/koehler-group/ | https://www.koehlergroup.com/ | The KOEHLER GROUP is a single family office based in Stuttgart. The Group is divided into the business areas company holdings, real estate and capital market investments. In the area company holdings, investments are made in fast growing companies in the sectors consumer internet, fintech and e-commerce. The regional focus is on Europe, the USA and Southeast Asia. With the real estate section, the KOEHLER GROUP is a portfolio holder of logistic, office and residential properties in southern Germany, mainly in the metropolitan region Stuttgart. In the asset class equities, investments are made in globally active internet and technology enterprises in the USA and China. In the field of venture capital and private equity, capital is allocated to the funds of leading providers in the USA and Europe. Founder and owner is the award-winning entrepreneur Rene Marius Köhler, who already started his extraordinary entrepreneurial career 17 years ago with the foundation of the Internetstores Group, the European market leader in bike and outdoor multichannel commerce. | SF | ||||||
| KOEHLER GROUP Holding GmbH | Regina | Tag | Executive Assistant | Mobile: 49 174 214-6703 | rt@koehlergroup.com | mail@koehlergroup.com | Marktplatz 5 | Stuttgart | 70173 | Germany | Europe | https://www.linkedin.com/in/regina-tag-8314571a3/ | Residential Real Estate, Commercial Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/koehler-group/ | https://www.koehlergroup.com/ | The KOEHLER GROUP is a single family office based in Stuttgart. The Group is divided into the business areas company holdings, real estate and capital market investments. In the area company holdings, investments are made in fast growing companies in the sectors consumer internet, fintech and e-commerce. The regional focus is on Europe, the USA and Southeast Asia. With the real estate section, the KOEHLER GROUP is a portfolio holder of logistic, office and residential properties in southern Germany, mainly in the metropolitan region Stuttgart. In the asset class equities, investments are made in globally active internet and technology enterprises in the USA and China. In the field of venture capital and private equity, capital is allocated to the funds of leading providers in the USA and Europe. Founder and owner is the award-winning entrepreneur Rene Marius Köhler, who already started his extraordinary entrepreneurial career 17 years ago with the foundation of the Internetstores Group, the European market leader in bike and outdoor multichannel commerce. | SF | |||||||
| KOEHLER GROUP Holding GmbH | David | Fuchs | Business Development | Office: 49 711 650 001 | df@koehlergroup.com | mail@koehlergroup.com | Marktplatz 5 | Stuttgart | 70173 | Germany | Europe | Residential Real Estate, Commercial Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/koehler-group/ | https://www.koehlergroup.com/ | The KOEHLER GROUP is a single family office based in Stuttgart. The Group is divided into the business areas company holdings, real estate and capital market investments. In the area company holdings, investments are made in fast growing companies in the sectors consumer internet, fintech and e-commerce. The regional focus is on Europe, the USA and Southeast Asia. With the real estate section, the KOEHLER GROUP is a portfolio holder of logistic, office and residential properties in southern Germany, mainly in the metropolitan region Stuttgart. In the asset class equities, investments are made in globally active internet and technology enterprises in the USA and China. In the field of venture capital and private equity, capital is allocated to the funds of leading providers in the USA and Europe. Founder and owner is the award-winning entrepreneur Rene Marius Köhler, who already started his extraordinary entrepreneurial career 17 years ago with the foundation of the Internetstores Group, the European market leader in bike and outdoor multichannel commerce. | SF | ||||||||
| KOEHLER GROUP Holding GmbH | René | Marius Köhler | Founder & CEO | Office: 49 711 650 001 | am@koehlergroup.com | mail@koehlergroup.com | Marktplatz 5 | Stuttgart | 70173 | Germany | Europe | https://www.linkedin.com/in/rene-marius-koehler/ | Residential Real Estate, Commercial Real Estate, Private Equity | 2.016 | https://www.linkedin.com/company/koehler-group/ | https://www.koehlergroup.com/ | The KOEHLER GROUP is a single family office based in Stuttgart. The Group is divided into the business areas company holdings, real estate and capital market investments. In the area company holdings, investments are made in fast growing companies in the sectors consumer internet, fintech and e-commerce. The regional focus is on Europe, the USA and Southeast Asia. With the real estate section, the KOEHLER GROUP is a portfolio holder of logistic, office and residential properties in southern Germany, mainly in the metropolitan region Stuttgart. In the asset class equities, investments are made in globally active internet and technology enterprises in the USA and China. In the field of venture capital and private equity, capital is allocated to the funds of leading providers in the USA and Europe. Founder and owner is the award-winning entrepreneur Rene Marius Köhler, who already started his extraordinary entrepreneurial career 17 years ago with the foundation of the Internetstores Group, the European market leader in bike and outdoor multichannel commerce. | SF | |||||||
| 619 | Kokai Capital Multi Family Office | info@kokai.org | Tuborg Boulevard 12, Hellerup | Copenhagen | 2900 | Denmark | Europe | Real Estate, Alternative Investment, Hedge Funds | http://www.kokai.org/ | Kokai Capital is a multi-family office incorporated in Copenhagen, we provide wealth management solutions for individuals and families. The Family Office has drawn inspiration from the kokai unique flower, that is considered to be blessed with tolerance to changes and adapting new and creative ways to keep the blossom and stability for many years. We are well known for thriving in the complex challenges of transferring both wealth and wisdom in order to create a sustainable family legacy. We follow several values that leads us to success, such as independent advisory, family focused, liability and clear communication with all of our clients. | MF | ||||||||||||||
| 620 | Kolega Capital Corporation | Handry | Mulyo | Managing Partner & Founder | handry@prixa.ai | Jakarta | N/A | Indonesia | Asia | The University of British Columbia | https://www.linkedin.com/in/handry-mulyo-97b4a3b6/ | Hedge Funds, Private Venture, Real Estate, Consumer Internet, FinTech, Financial Technology, e-Commerce | 2.013 | https://www.prixa.ai/ | Kolega Capital Corp is a single family office established to manage the investment activities and grow its assets. Their mission is to generate uncorrelated alpha through the sharing of unique investment ideas, best practices and leveraging the power of relationships across the developed and emerging markets. | SF | |||||||||
| 621 | Kontora Family Office GmbH | Florian | Hoffmann | Managing Director, COO, CFO & CRO | 49 40 3290-8880 | 49 40 3290 888-60 | bewerbung@kontora.com | contact@kontora.com | Jungfernstieg 51 | Hamburg | 20354 | Germany | Europe | University of Louisville College of Business | https://www.linkedin.com/in/florian-hoffmann-617207125/ | Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital | 2.006 | €150M | https://www.linkedin.com/company/kontora-family-office/ | https://www.kontora.com/ | As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad. Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. | MF | |||
| Kontora Family Office GmbH | Stephan | Buchwald | Managing Director | 49 40 3290-8880 | 49 40 3290 888-60 | stephan.buchwald@kontora.com | contact@kontora.com | Jungfernstieg 51 | Hamburg | 20354 | Germany | Europe | https://www.linkedin.com/in/stephan-buchwald-8b3b31161/ | Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital | 2.006 | €150M | https://www.linkedin.com/company/kontora-family-office/ | https://www.kontora.com/ | As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad. Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. | MF | |||||
| Kontora Family Office GmbH | Leonardo | Severino | Head of Private Equity & Venture Capital | 49 40 3290-8880 | 49 40 3290 888-60 | leonardo.severino@kontora.com | contact@kontora.com | Jungfernstieg 51 | Hamburg | 20354 | Germany | Europe | University of Missouri-Saint Louis | https://www.linkedin.com/in/leonardoseverino/ | Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital | 2.006 | €150M | https://www.linkedin.com/company/kontora-family-office/ | https://www.kontora.com/ | As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad. Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. | MF | ||||
| Kontora Family Office GmbH | Janina | Schiefelbein | Director Strategic Family Office | 49 40 3290-8880 | 49 40 3290 888-60 | janina.schiefelbein@kontora.com | contact@kontora.com | Jungfernstieg 51 | Hamburg | 20354 | Germany | Europe | University of Hamburg | https://www.linkedin.com/in/janina-schiefelbein-4336b1102/ | Real Estate Projects, Direct Holdings in Companies, Private Equity, Alternative Investments, Venture Capital | 2.006 | €150M | https://www.linkedin.com/company/kontora-family-office/ | https://www.kontora.com/ | As a multi-family office, Kontora understands complex wealth requirements. And applies this insight to advise its clients and provide other services associated with their portfolio. The inherent complexity of the subject matter means that the range of services we offer is exceptionally broad. Our unwavering reliability and discretion are a given. Clients also appreciate our expertise in multiple asset classes, such as developing real estate projects, direct holdings in companies, private equity or alternative investments. | MF | ||||
| 622 | Koru Family Office Pte Ltd | Sia | Meng Gwee | Managing Director & Co-Founder | 65 6817 1161 | info@korufo.com | 9 Raffles Place, #06-00 Republic Plaza | Singapore | 048619 | Singapore | Asia | Real Estate | 2.018 | $280M | https://www.linkedin.com/company/koru-family-office-pte-ltd/ | https://korufo.com/ | Koru Family Office Pte Ltd is a Multi-Family Office and Independent Asset Management company. Koru was established with the objective to be the trusted independent wealth advisor to single family office, wealthy individuals, their family and institutions across the globe. | MF | |||||||
| Koru Family Office Pte Ltd | Adriano | Ng | Director | 65 6817 1161 | adrianong@korufo.com | info@korufo.com | 9 Raffles Place, #06-00 Republic Plaza | Singapore | 048619 | Singapore | Asia | https://www.linkedin.com/in/adrian-ong-6552709a/ | Real Estate | 2.018 | $280M | https://www.linkedin.com/company/koru-family-office-pte-ltd/ | https://korufo.com/ | Koru Family Office Pte Ltd is a Multi-Family Office and Independent Asset Management company. Koru was established with the objective to be the trusted independent wealth advisor to single family office, wealthy individuals, their family and institutions across the globe. | MF | ||||||
| 623 | KPC Consultoria Financeira Ltda | Luis Felipe | Benedetti | Partner | 55 (11) 3251-2899 | lfbenedetti@kpcconsultoria.com.br | Rua Pedroso Alvarenga, 1221, Conj. 4A - Itaim Bibi | Sao Paulo | SP | 04531-012 | Brazil | South America | FAAP - Fundação Armando Alvares Penteado | https://www.linkedin.com/in/luis-felipe-benedetti-400674127/ | Real Estate | 2.005 | R$1.5B | https://www.linkedin.com/company/kpc-consultoria/ | https://www.kpcconsultoria.com.br/ | KPC is a multi-family office company which focus in investments for High Net-Worth Investors. | MF | ||||
| KPC Consultoria Financeira Ltda | Ricardo | Caldeira | Partner | 55 (11) 3251-2899 | rcaldeira@kpcconsultoria.com.br | Rua Pedroso Alvarenga, 1221, Conj. 4A - Itaim Bibi | Sao Paulo | SP | 04531-012 | Brazil | South America | Faculdade Candido Mendes, Ipanema, Rio de Janeiro | https://www.linkedin.com/in/ricardo-caldeira-b57a8814/ | Real Estate | 2.005 | R$1.5B | anf@anfgestion.lu | http://www.anfgestion.lu/ | https://www.kpcconsultoria.com.br/ | KPC is a multi-family office company which focus in investments for High Net-Worth Investors. | MF | ||||
| 624 | Kutsa Foundation | Ajay | Ramachandran | Co-Chair | (408) 623-6308 | ajay@kutsa.com | 550 Hamilton Ave. | Palo Alto | CA | 94301 | United States of America | North America | University of California, Davis | https://www.linkedin.com/in/ajayramachandran/ | California Real Estate, Property, Public and Private Equity, Venture Capital, Technology, Special Situations | 1.974 | ajay@happinessvc.com | https://ifmagic.com/ | https://kutsa.com/ | Kutsa Foundation, a single family office managing the private assets, investments and philanthropic initiatives of the Kutsa family. | SF | ||||
| Kutsa Foundation | Asha | Kutsa | Managing Director | (408) 623-6308 | asha@kutsa.com | 550 Hamilton Ave. | Palo Alto | CA | 94301 | United States of America | North America | UC San Diego | https://www.linkedin.com/in/asha-kutsa/ | California Real Estate, Property, Public and Private Equity, Venture Capital, Technology, Special Situations | 1.974 | https://kutsa.com/ | Kutsa Foundation, a single family office managing the private assets, investments and philanthropic initiatives of the Kutsa family. | SF | |||||||
| Kutsa Foundation | Deepak | Ramachandran | Co-Chair | (408) 623-6308 | deepak@kutsa.com | 550 Hamilton Ave. | Palo Alto | CA | 94301 | United States of America | North America | https://www.linkedin.com/in/deepakra/ | California Real Estate, Property, Public and Private Equity, Venture Capital, Technology, Special Situations | 1.974 | deepak@digimogo.com | https://digimogo.com/ | https://kutsa.com/ | Kutsa Foundation, a single family office managing the private assets, investments and philanthropic initiatives of the Kutsa family. | SF | ||||||
| 625 | La Financière de Saint James | Clément | Lamolinerie | Partner, Venture Capital | 33 140 150 552 | clamolinerie@finsj.com | 2 Rue Alfred de Vigny | Paris | 75008 | France | Europe | The University of Hong Kong | https://www.linkedin.com/in/clément-lamolinerie-8b39a2b/ | Real Estate, Venture Capital, Art, FinTech | 2.013 | https://www.linkedin.com/company/lafinancière-saint-james/ | https://www.finsj.com/ | La Financière de Saint James is the single family office of French multi-millionaire Michaël Benabou. Besides real estate, the family office is also an active venture capital investor. The Benabou family office mainly invests in fintech, media, service and foodtech startups. | SF | ||||||
| La Financière de Saint James | Michael | Benabou | President | 33 140 150 552 | mbenabou@finsj.com | 2 Rue Alfred de Vigny | Paris | 75008 | France | Europe | https://www.linkedin.com/in/michael-benabou-a572936/ | Real Estate, Venture Capital, Art, FinTech | 2.013 | https://www.linkedin.com/company/lafinancière-saint-james/ | https://www.finsj.com/ | La Financière de Saint James is the single family office of French multi-millionaire Michaël Benabou. Besides real estate, the family office is also an active venture capital investor. The Benabou family office mainly invests in fintech, media, service and foodtech startups. | SF | ||||||||
| La Financière de Saint James | Sylvain | Vergès | Family Office Principal | 33 140 150 552 | sverges@finsj.com | 2 Rue Alfred de Vigny | Paris | 75008 | France | Europe | ESC - Institut Supérieur de Commerce - Paris | https://www.linkedin.com/in/sylvainverges/ | Real Estate, Venture Capital, Art, FinTech | 2.013 | verges@coliseefo.com | https://www.linkedin.com/company/lafinancière-saint-james/ | https://www.finsj.com/ | La Financière de Saint James is the single family office of French multi-millionaire Michaël Benabou. Besides real estate, the family office is also an active venture capital investor. The Benabou family office mainly invests in fintech, media, service and foodtech startups. | SF | ||||||
| La Financière de Saint James | Clément | Hardy | Associate | 33 140 150 552 | chardy@finsj.com | 2 Rue Alfred de Vigny | Paris | 75008 | France | Europe | Université de Picardie Jules Verne (Amiens) | https://www.linkedin.com/in/clément-hardy-81616b95/ | Real Estate, Venture Capital, Art, FinTech | 2.013 | https://www.linkedin.com/company/lafinancière-saint-james/ | https://www.finsj.com/ | La Financière de Saint James is the single family office of French multi-millionaire Michaël Benabou. Besides real estate, the family office is also an active venture capital investor. The Benabou family office mainly invests in fintech, media, service and foodtech startups. | SF | |||||||
| La Financière de Saint James | Franky | Lhomme | Investment & Development Manager | 33 140 150 552 | flhomme@finsj.com | 2 Rue Alfred de Vigny | Paris | 75008 | France | Europe | Glasgow Caledonian University | https://www.linkedin.com/in/frankylhomme/ | Real Estate, Venture Capital, Art, FinTech | 2.013 | https://www.linkedin.com/company/lafinancière-saint-james/ | https://www.finsj.com/ | La Financière de Saint James is the single family office of French multi-millionaire Michaël Benabou. Besides real estate, the family office is also an active venture capital investor. The Benabou family office mainly invests in fintech, media, service and foodtech startups. | SF | |||||||
| 626 | LaGrande Global LLC | Shawn | Leamon | Managing Partner | Mobile: (972) 236-5750 | shl@lagrandeglobal.com | 1808 S Good Latimer Expy, Suite 102 | Dallas | TX | 75226 | United States of America | North America | https://www.linkedin.com/in/shawnleamon/ | Real Estate, Car, Racing, Healthcare, Health Care | 2.013 | shawn@lagrandemarketing.com, sleamon@honeyrcapital.com | https://lagrandemarketing.com/ | https://lagrandeglobal.com/ | LaGrande Global is a multi-family office based in Hanover, New Hampshire. LaGrande Global serves as the trusted Chief Investment Officer for individuals and families undergoing complex changes in their financial liquidity such in the case of inheritance, divorce and selling a business. | MF | |||||
| LaGrande Global LLC | Alan | Wilzig | Partner | (214) 444-7995 | alan@alanmoto.com | 1808 S Good Latimer Expy, Suite 102 | Dallas | TX | 75226 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/alan-wilzig-57a3433/ | Real Estate, Car, Racing, Healthcare, Health Care | 2.013 | awilzig@honeyrcapital.com | http://alanmoto.com/ | https://lagrandeglobal.com/ | LaGrande Global is a multi-family office based in Hanover, New Hampshire. LaGrande Global serves as the trusted Chief Investment Officer for individuals and families undergoing complex changes in their financial liquidity such in the case of inheritance, divorce and selling a business. | MF | |||||
| LaGrande Global LLC | Jamal | Sabky | Partner | (214) 444-7995 | jsabky@honeyrcapital.com | 1808 S Good Latimer Expy, Suite 102 | Dallas | TX | 75226 | United States of America | North America | Real Estate, Car, Racing, Healthcare, Health Care | 2.013 | https://www.honeyrcapital.com/team | https://lagrandeglobal.com/ | LaGrande Global is a multi-family office based in Hanover, New Hampshire. LaGrande Global serves as the trusted Chief Investment Officer for individuals and families undergoing complex changes in their financial liquidity such in the case of inheritance, divorce and selling a business. | MF | ||||||||
| 627 | Lake Harriet Capital | Christian | Lawrence | Vice President | Direct: (612) 913-4941 | clawrence@risemodular.com | info@lakeharrietcapital.com | Campbell Mithun Tower- Suite 3700, 222 South 9th Street | Minneapolis | MN | 55402 | United States of America | North America | Yale University | https://www.linkedin.com/in/christianlawrence1/ | Opportunistic and Value-Add, Public and Private Market Strategies in Commercial Real Estate, Consumer Products, and Airline/Aircraft related Businesses | 2.016 | https://risemodular.com/ | https://lakeharrietcapital.com/ | Lake Harriet Capital is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A. Lawrence. The firm invests its own capital and that of other family offices and institutions with a primary focus on opportunistic and value-add, public and private market strategies in commercial real estate, consumer products, and airline/aircraft related businesses. | SF | ||||
| Lake Harriet Capital | Randi | Roller | Sr. Controller | Direct: (612) 913-4946 | rroller@risemodular.com | info@lakeharrietcapital.com | Campbell Mithun Tower- Suite 3700, 222 South 9th Street | Minneapolis | MN | 55402 | United States of America | North America | University of Notre Dame | https://www.linkedin.com/in/randi-roller-45b35641/ | Opportunistic and Value-Add, Public and Private Market Strategies in Commercial Real Estate, Consumer Products, and Airline/Aircraft related Businesses | 2.016 | https://risemodular.com/ | https://lakeharrietcapital.com/ | Lake Harriet Capital is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A. Lawrence. The firm invests its own capital and that of other family offices and institutions with a primary focus on opportunistic and value-add, public and private market strategies in commercial real estate, consumer products, and airline/aircraft related businesses. | SF | |||||
| 628 | Lake House Group | Helen | Ingham | Executive Assistant | ingham@lakehousegroup.com | info@lakehousegroup.com | Top Floor, 49 Berkeley Square, Mayfair | London | W1J 5AZ | United Kingdom | Europe | Princeton University | https://www.linkedin.com/in/helen-ingham-4aa73619/ | Private Equity, Real Estate, Technology companies and Infrastructure Projects in Asia, Europe and South America and is committed to increasing its portfolio | 1.995 | $1.1B | https://www.lakehousegroup.com/ | Established in 1995, Lake House is a private investment company founded by Charles Brown – regarded to be one of the most creative and energetic entrepreneurs of his generation. Our team at Lake House is a passionate and driven one – supporting businesses across the globe at every stage to maximise their full potential, unlock hidden value and achieve growth. | SF | ||||||
| Lake House Group | Torsten | Hartmann | Managing Director | hartmann@lakehousegroup.com | info@lakehousegroup.com | Top Floor, 49 Berkeley Square, Mayfair | London | W1J 5AZ | United Kingdom | Europe | Cass Business School | https://www.linkedin.com/in/torsten-hartmann-bb701449/ | Private Equity, Real Estate, Technology companies and Infrastructure Projects in Asia, Europe and South America and is committed to increasing its portfolio | 1.995 | $1.1B | https://www.linkedin.com/company/lake-house-group/ | https://www.lakehousegroup.com/ | Established in 1995, Lake House is a private investment company founded by Charles Brown – regarded to be one of the most creative and energetic entrepreneurs of his generation. Our team at Lake House is a passionate and driven one – supporting businesses across the globe at every stage to maximise their full potential, unlock hidden value and achieve growth. | SF | ||||||
| Lake House Group | David | Timblick | Chief Executive Officer | timblick@lakehousegroup.com | info@lakehousegroup.com | 6th Floor, St George’s Building, 2 Ice House Street | Hong Kong | Asia | Oxford University | https://www.linkedin.com/in/david-timblick/ | Private Equity, Real Estate, Technology companies and Infrastructure Projects in Asia, Europe and South America and is committed to increasing its portfolio | 1.995 | $1.1B | https://www.linkedin.com/company/lake-house-group/ | https://www.lakehousegroup.com/ | Established in 1995, Lake House is a private investment company founded by Charles Brown – regarded to be one of the most creative and energetic entrepreneurs of his generation. Our team at Lake House is a passionate and driven one – supporting businesses across the globe at every stage to maximise their full potential, unlock hidden value and achieve growth. | SF | ||||||||
| Lake House Group | Eugene | Kyim | Chief Investment Officer | kyim@lakehousegroup.com | info@lakehousegroup.com | Top Floor, 49 Berkeley Square, Mayfair | London | W1J 5AZ | United Kingdom | Europe | Harvard University | https://www.linkedin.com/in/eugenekyim/ | Private Equity, Real Estate, Technology companies and Infrastructure Projects in Asia, Europe and South America and is committed to increasing its portfolio | 1.995 | $1.1B | https://www.linkedin.com/company/lake-house-group/ | https://www.lakehousegroup.com/ | Established in 1995, Lake House is a private investment company founded by Charles Brown – regarded to be one of the most creative and energetic entrepreneurs of his generation. Our team at Lake House is a passionate and driven one – supporting businesses across the globe at every stage to maximise their full potential, unlock hidden value and achieve growth. | SF | ||||||
| 629 | Lancaster Investments | Jon | Lancaster | Managing Director | jon@lancasterinvts.com | 2 E Mifflin St. | Madison | WI | 53703 | United States of America | North America | University of Northern Iowa | https://www.linkedin.com/in/jon-lancaster-b8b65689/ | Venture Capital, Real Estate, Angel Investing, Multi-Family, Self-Sstorage, Hotel, Hospitality, Automotive | 2.013 | https://www.linkedin.com/company/lancaster-investments/ | https://www.lancasterinvts.com/ | Lancaster Investments is a multi-family office based in Madison, Wisconsin. With deep roots in the automotive industry, we provide consulting services, programming, and research for industry stakeholders. Our pride is strong and evidenced in our community partnerships. As part of our commitment to the region, we support organizations that network and build the collective strength of Greater Madison's entrepreneurial ecosystem. We make direct investments in early-stage companies across industries and also allocate to Venture Capital Funds throughout the US. | MF | ||||||
| Lancaster Investments | David | Becker | Director of Operations | david@lancasterinvts.com | 2 E Mifflin St. | Madison | WI | 53703 | United States of America | North America | University of Wisconsin-Madison | https://www.linkedin.com/in/david-becker-740261b1/ | Venture Capital, Real Estate, Angel Investing, Multi-Family, Self-Sstorage, Hotel, Hospitality, Automotive | 2.013 | https://www.linkedin.com/company/lancaster-investments/ | https://www.lancasterinvts.com/ | Lancaster Investments is a multi-family office based in Madison, Wisconsin. With deep roots in the automotive industry, we provide consulting services, programming, and research for industry stakeholders. Our pride is strong and evidenced in our community partnerships. As part of our commitment to the region, we support organizations that network and build the collective strength of Greater Madison's entrepreneurial ecosystem. We make direct investments in early-stage companies across industries and also allocate to Venture Capital Funds throughout the US. | MF | |||||||
| Lancaster Investments | Don | Brumm | Senior Advisor | don@lancasterinvts.com | 2 E Mifflin St. | Madison | WI | 53703 | United States of America | North America | https://www.linkedin.com/in/don-brumm-49385635/ | Venture Capital, Real Estate, Angel Investing, Multi-Family, Self-Sstorage, Hotel, Hospitality, Automotive | 2.013 | https://www.linkedin.com/company/lancaster-investments/ | https://www.lancasterinvts.com/ | Lancaster Investments is a multi-family office based in Madison, Wisconsin. With deep roots in the automotive industry, we provide consulting services, programming, and research for industry stakeholders. Our pride is strong and evidenced in our community partnerships. As part of our commitment to the region, we support organizations that network and build the collective strength of Greater Madison's entrepreneurial ecosystem. We make direct investments in early-stage companies across industries and also allocate to Venture Capital Funds throughout the US. | MF | ||||||||
| 630 | Lanclos Limited, LLC | C | Lanclos | Principal Owner | (985) 869-6050 | cl@lancloslimited.com | East 16th Avenue | Covington | LA | 70433 | United States of America | North America | https://www.linkedin.com/in/lanclos-lawn-kloh-44653921a/ | Angel, Real Estate, Art, Equity Capital | 2.020 | https://www.lancloslimited.com/ | Lanclos Limited, LLC is a private family-office investing in PEOPLE not statistics! | SF | |||||||
| Lanclos Limited, LLC | Serpil | Lanclos | Co-Owner | (985) 869-6050 | lanclos@lancloslimited.com | East 16th Avenue | Covington | LA | 70433 | United States of America | North America | https://www.linkedin.com/in/serpil-lanclos-b36233179/ | Angel, Real Estate, Art, Equity Capital | 2.020 | https://www.lancloslimited.com/ | Lanclos Limited, LLC is a private family-office investing in PEOPLE not statistics! | SF | ||||||||
| 631 | Landmark Group | Mark | Roberts | Relationship Director | 44 759 043-4266 | mark.roberts@LDSyoursite.com | Unit B, Lostock Office Park | Bolton | BL6 4SG | United Kingdom | Europe | University of Bradford | https://www.linkedin.com/in/mark-roberts-b8102126/ | Real Estate | 2.000 | https://ldsyoursite.com/ | https://landmarkgrp.co.uk/ | Landmark is an innovative and well-established single-family office with a focus on ultra long term growth and preservation. We pride ourselves on our simple straightforward approach with our principle and founder, Mark Hawthorn, retaining an active day to day role as CEO of the larger group businesses. Our primary focus is within the real estate sector where we have a long and successful track record, including throughout the downturn of the late 2000’s. We do not follow the crowds, preferring to adopt a more contrarian approach which has led to us benefitting from many new areas of opportunity long before the wider market. | SF | ||||||
| Landmark Group | Ben | Ogunby | Acquisitions Director | 44 120 459-9820 | ben@landmark-investments.co.uk | Unit B, Lostock Office Park | Bolton | BL6 4SG | United Kingdom | Europe | https://www.linkedin.com/in/ben-ogunby-65ab791a/ | Real Estate | 2.000 | info@limepropertysolutions.co.uk | http://www.limepropertysolutions.co.uk/ | https://landmarkgrp.co.uk/ | Landmark is an innovative and well-established single-family office with a focus on ultra long term growth and preservation. We pride ourselves on our simple straightforward approach with our principle and founder, Mark Hawthorn, retaining an active day to day role as CEO of the larger group businesses. Our primary focus is within the real estate sector where we have a long and successful track record, including throughout the downturn of the late 2000’s. We do not follow the crowds, preferring to adopt a more contrarian approach which has led to us benefitting from many new areas of opportunity long before the wider market. | SF | |||||||
| Landmark Group | Abbie | Harrison | Acqusitions | 44 120 459-9820 | abbie@landmark-investments.co.uk | Unit B, Lostock Office Park | Bolton | BL6 4SG | United Kingdom | Europe | https://www.linkedin.com/in/abbieharrison/ | Real Estate | 2.000 | https://landmark-investments.co.uk/ | https://landmarkgrp.co.uk/ | Landmark is an innovative and well-established single-family office with a focus on ultra long term growth and preservation. We pride ourselves on our simple straightforward approach with our principle and founder, Mark Hawthorn, retaining an active day to day role as CEO of the larger group businesses. Our primary focus is within the real estate sector where we have a long and successful track record, including throughout the downturn of the late 2000’s. We do not follow the crowds, preferring to adopt a more contrarian approach which has led to us benefitting from many new areas of opportunity long before the wider market. | SF | ||||||||
| 632 | Lang Holding GmbH | Hermann | Lang | Executive Director | 49 9119 792-1960 | 49 9119 792-1969 | info@lang-quadrat.de | Melli-Besse-Straße 21 | Fürth | 90768 | Germany | Europe | https://www.linkedin.com/in/hermann-lang-71baa911b/ | Real Estate | 2.012 | http://www.lang-holding.com/ | Lang Holding GmbH is a holding company and is managed by the partners Hermann and Michael Lang. After 18 years of management in the global family business, the Mekra_Lang_Gruppe, a family office was founded in 2012, which the two brothers have been expanding since then. The business model is essentially based on three pillars, the investment in commercial and residential property for self-administration, make financial investments and invest in direct company investments. The latter are investments in attractive business models in order to contribute sustainably to the establishment or continued existence of the respective companies and to actively support their growth. | SF | |||||||
| 633 | Lang Partners LLC | Kevin | Wong | Chief Investment Officer | Direct: (202) 422-2540 | kevin@lang-partners.com | 1501 Dragon Street, Suite 102 | Dallas | TX | 75207 | United States of America | North America | The George Washington University | https://www.linkedin.com/in/kevintwong/ | Investment Banking, Real Estate, Commercial Bankers, M&A Brokers, Commercial, Industrial, Multifamily Development, Multifamily Value-add, Office, Retail, Covered Land Plays | 2.008 | https://lang-partners.com/ | Lang Partners is a real estate development firm and single family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations. | SF | ||||||
| Lang Partners LLC | Dirik | Oudt | Co-Founder & Managing Member | (214) 628-7822 | dirik@lang-partners.com | 1501 Dragon Street, Suite 102 | Dallas | TX | 75207 | United States of America | North America | https://www.linkedin.com/in/dirik-oudt-bbb2a61b/ | Investment Banking, Real Estate, Commercial Bankers, M&A Brokers, Commercial, Industrial, Multifamily Development, Multifamily Value-add, Office, Retail, Covered Land Plays | 2.008 | https://lang-partners.com/ | Lang Partners is a real estate development firm and single family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations. | SF | ||||||||
| Lang Partners LLC | Kyle | Oudt | Co-Founder & Managing Member | (214) 628-7822 | kyle@lang-partners.com | 1501 Dragon Street, Suite 102 | Dallas | TX | 75207 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/kyle-oudt-7453526/ | Investment Banking, Real Estate, Commercial Bankers, M&A Brokers, Commercial, Industrial, Multifamily Development, Multifamily Value-add, Office, Retail, Covered Land Plays | 2.008 | https://lang-partners.com/ | Lang Partners is a real estate development firm and single family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations. | SF | |||||||
| Lang Partners LLC | Matt | Johnson | Co-Founder & Managing Member | (214) 628-7822 | matt@lang-partners.com | 1501 Dragon Street, Suite 102 | Dallas | TX | 75207 | United States of America | North America | https://www.linkedin.com/in/matt-johnson-016a17a/ | Investment Banking, Real Estate, Commercial Bankers, M&A Brokers, Commercial, Industrial, Multifamily Development, Multifamily Value-add, Office, Retail, Covered Land Plays | 2.008 | https://lang-partners.com/ | Lang Partners is a real estate development firm and single family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations. | SF | ||||||||
| Lang Partners LLC | J Brandon | Hancock | President of Development | (214) 628-7822 | brandon@lang-partners.com | 1501 Dragon Street, Suite 102 | Dallas | TX | 75207 | United States of America | North America | Southern Methodist University / University of San Diego | https://www.linkedin.com/in/jbhancock/ | Investment Banking, Real Estate, Commercial Bankers, M&A Brokers, Commercial, Industrial, Multifamily Development, Multifamily Value-add, Office, Retail, Covered Land Plays | 2.008 | jbhancock@greenshootsrealestate.com | http://www.greenshootsrealestate.com/ | https://lang-partners.com/ | Lang Partners is a real estate development firm and single family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations. | SF | |||||
| 634 | LATINCAPITAL & Co. SpA. | Renzo | Cosmelli García | Head of Investment Strategy | Diret: 564 1223 1120, Mobile: 564 99099 4463 | rcosmelli@latincapital.cl | info@latincapital.cl | 485 Chacabuco Av., 12th Floor, LATINCAPITAL Building | Concepción | Chile | South America | Universidad Gabriela Mistral | https://www.linkedin.com/in/renzo-cosmelli-garcía-90351b92/ | Real Estate | 2.001 | https://www.linkedin.com/company/latincapital/ | https://www.latincapital.com/ | LATINCAPITAL, a Multi Family Office founded 19 years ago, our Investment Strategy is based on a global approach and cutting-edge management, our main hallmark over time. We are an Open Architecture Financial Boutique, which maintains formal contracts and strategic alliances with a select group of Investment Banks, of local and international scope, which allows us to select the best products and services for our clients. We structure tailored financial solutions. | MF | ||||||
| 635 | Laxey Partners Ltd | Andrew | Pegge | Managing Director | 44 162 469-0900 | 44 870 120-8693 | andrew.pegge@laxeypartners.com | Derby House, 64 Athol St. | Douglas | IM1 1JD | Isle of Man | Europe | Hedge Fund, Equity, Debt, Private Equity, Emerging Markets | http://www.laxeypartners.com/ | Laxey Partners is a family office, trading in listed equities and other securities, private equity and real estate, based in the Isle of Man with offices in London and throughout Europe. There are many elements to Laxeys investment style but the core approach is fundamental value. | SF | |||||||||
| 636 | LBJ Family Wealth Advisors, Ltd | Faith | Vincent | Chief Investment Officer | (512) 457-5000 | (512) 322-0168 | faith.vincent@lbjadvisors.com | 3800 North Lamar, Suite 200 | Austin | TX | 78756 | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/faith-vincent-9002153/ | Private Equity, Hedge Funds | 2.006 | $252M | https://www.linkedin.com/company/lbj-family-wealth-advisors-ltd./ | http://www.lbjadvisors.com/ | LBJ Family Wealth Advisors, adviser to a multi-family office managing investments in marketable securities, energy, timber, real estate, and private equity for the heirs of President Johnson and multiple third-party families. | MF | |||
| LBJ Family Wealth Advisors, Ltd | Ian | Turpin | President | (512) 457-5000 | (512) 322-0168 | ian.turpin@lbjadvisors.com | 3800 North Lamar, Suite 200 | Austin | TX | 78756 | United States of America | North America | Private Equity, Hedge Funds | 2.006 | $252M | iturpin@lbjadvisors.com | https://www.linkedin.com/company/lbj-family-wealth-advisors-ltd./ | http://www.lbjadvisors.com/ | LBJ Family Wealth Advisors, adviser to a multi-family office managing investments in marketable securities, energy, timber, real estate, and private equity for the heirs of President Johnson and multiple third-party families. | MF | |||||
| 637 | LCA Capital LLC | Joel | Levin | Chief Investment Officer | (212) 333-3377 | joelslevin@gmail.com | 654 Madison Ave., Suite 1001 | New York | NY | 10065 | United States of America | North America | New York University | https://www.linkedin.com/in/joel-levin-49802241/ | Traditional & Alternative investments such as Venture Capital, Life Science, Growth Equity, GP Stakes, Real Estate and Structured Credit. | https://www.linkedin.com/company/lca-capital/ | LCA Capital is multi-generational, Latin American family office located in New York and Mexico City with operating businesses across infrastructure, real estate, hotels & self-storage. Utilizing a broad and flexible mandate, the portfolio invests across the investment spectrum, including venture capital, life science, GP-stakes & structured credit. | SF | |||||||
| 638 | LDJ Capital Multi-Family Office | Christopher | Perez | Managing Director | (212) 845-9652 | (212) 208-4371 | chris@chrisperezlending.com | info@ldjcapital.com | 45 Rockefeller Plaza | New York | NY | 10111 | United States of America | North America | St. John Fisher University | https://www.linkedin.com/in/christopherlperez/ | Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies | 2.005 | $22B | https://www.chrisperezlending.com/ | https://ldjcapital.com/ | The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. | MF | ||
| LDJ Capital Multi-Family Office | Thomas | De Shazo | Advisor | (212) 845-9652 | (212) 208-4371 | thomas.deshazo@avirasciences.com | info@ldjcapital.com | 45 Rockefeller Plaza | New York | NY | 10111 | United States of America | North America | Harvard, Boise State University | https://www.linkedin.com/in/thomasdeshazo/ | Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies | 2.005 | $22B | https://www.linkedin.com/company/ldj-capital-vc-division/ | https://ldjcapital.com/ | The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. | MF | |||
| LDJ Capital Multi-Family Office | David | Drake | Founder & Chairman | (212) 845-9652 | (212) 208-4371 | david@ldjcapital.com | info@ldjcapital.com | 45 Rockefeller Plaza | New York | NY | 10111 | United States of America | North America | https://www.linkedin.com/in/david-drake-68103515/ | Social Media, Alternative Energy, Insurance & Tax Mitigation, Tech and Cybersecurity, Media, Commercial Credit, Oil, Gas & Soft Commodities, Diamonds & Gold, Metal Commodities, Publick Markets, Family Offices, Private Equity, Real Estate, Fashion, Luxury Consumer Goods, Renewable Energy, Food and Beverages, Secondary Investments, Venture Capital, Hedge Funds, Advertising Platforms and eCommerce, Real Estate Urban Infrastructure, Encryption, Telecom, Medical, Healthcare, Wireless, Crypto, Real Estate, Convergence Technologies | 2.005 | $22B | https://www.linkedin.com/company/ldj-capital-vc-division/ | https://ldjcapital.com/ | The LDJ Capital Multi-Family Office is the culmination of our executives’ career-long journey to serve UHNW families and individuals in a different way – by providing advice that is not colored by any agenda other than your needs and best interests. | MF | ||||
| 639 | Legacy Knight MFO, LLC | David | Sawye | Chief Operating Officer & Managing Partner | david@legacyknight.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | The University of Texas at Austin / University of Houston Law Center | https://www.linkedin.com/in/david-sawyer-a70ab912/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | |||||
| Legacy Knight MFO, LLC | McCall | Tomeny | Senior Vice President | mccall@legacyknight.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | Loyola University New Orleans | https://www.linkedin.com/in/mccall-tomeny-60a9ba72/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | ||||||
| Legacy Knight MFO, LLC | Abe | Minkara | Founding Partner | abe@legacyknight.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | Baylor University - Hankamer School of Business | https://www.linkedin.com/in/brad-martin-976750/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | ||||||
| Legacy Knight MFO, LLC | David | Sawyer | Chief Operating Officer & Managing Partner | david@legacyknight.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/david-sawyer-a70ab912/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | ||||||
| Legacy Knight MFO, LLC | Brad | Martin | Chief Financial Officer | bradmartin86@gmail.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | Baylor University | https://www.linkedin.com/in/brad-martin-976750/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | ||||||
| Legacy Knight MFO, LLC | Matthew | Ogle | Chief Executive Officer & Founding Partner | mattogletx@yahoo.com | info@legacyknightmfo.com | 2525 Knight Street, Suite 275 | Dallas | TX | 75219 | United States of America | North America | University of Oklahoma - Price College of Business | https://www.linkedin.com/in/matthew-ogle-ab11873/ | Growth Stage Venture Capital and Real Estate Development projects throughout the United States | 2.019 | https://www.linkedin.com/company/legacy-knight-multi-family-office/ | https://legacyknight.com/ | Legacy Knight is a Dallas based Multi-Family Office. We empower our high net worth families to attain their long-term financial goals and help them build a lasting financial legacy. Our team focuses on managing risk and identifying investment opportunities through advanced financial technology and institutional quality investment relationships that align with the families goals. | MF | ||||||
| 640 | Legacy Line Family Office | Marianne | Saghbini | Managing Director, Family Business Strategist | 971 4 391 4878 | 971 4 391 6643 | marianne@legacyline.com | front.desk@legacyline.com | Building 8, Office 114, 1st Floor, DMC, P.O. Box 502725 | Dubai | United Arab Emirates | Asia | Saint-Joseph University, Beirut, Lebanon | https://www.linkedin.com/in/marianne-saghbini-24146823/ | Estate Planning, Family Governance, Multi-Generational Wealth Transfer, Citizenship & Residency by Investment, Trust, Foundation, Offshore and Family Holding Companies, Tax planning (ME, EU, US, and Canada), Real Estate acquisition and Post-Acquisition Management. | 2.004 | https://www.linkedin.com/company/legacy-line/ | http://www.legacyline.com/ | Originally known as Money Line Group, Legacy Line was founded in 2004 to offer the region reliable and trustworthy guidance in sustaining family legacies, and to act as their private office – or better known as Family Office. Over the past decade, Legacy Line has become synonymous with trust among its clients, being one of the few in the industry with a targeted focus on the Middle East and its specific family dynamics and customs. The relationships that Legacy Line has nurtured with its clients are testament to the passion and dedication its team members display day in, day out. | MF | |||||
| Legacy Line Family Office | Karim | Ghandour | Founder - Family Succession Strategist | 971 4 391 4878 | 971 4 391 6643 | karim@legacyline.com | front.desk@legacyline.com | Building 8, Office 114, 1st Floor, DMC, P.O. Box 502725 | Dubai | United Arab Emirates | Asia | Carleton University | https://www.linkedin.com/in/karimghandour/ | Estate Planning, Family Governance, Multi-Generational Wealth Transfer, Citizenship & Residency by Investment, Trust, Foundation, Offshore and Family Holding Companies, Tax planning (ME, EU, US, and Canada), Real Estate acquisition and Post-Acquisition Management. | 2.004 | https://www.linkedin.com/company/legacy-line/ | http://www.legacyline.com/ | Originally known as Money Line Group, Legacy Line was founded in 2004 to offer the region reliable and trustworthy guidance in sustaining family legacies, and to act as their private office – or better known as Family Office. Over the past decade, Legacy Line has become synonymous with trust among its clients, being one of the few in the industry with a targeted focus on the Middle East and its specific family dynamics and customs. The relationships that Legacy Line has nurtured with its clients are testament to the passion and dedication its team members display day in, day out. | MF | ||||||
| Legacy Line Family Office | Bernadette | Jadraque | Family Office Coordinator | 971 4 391 4878 | 971 4 391 6643 | berna@legacyline.com | front.desk@legacyline.com | Building 8, Office 114, 1st Floor, DMC, P.O. Box 502725 | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/bernajadraque/ | Estate Planning, Family Governance, Multi-Generational Wealth Transfer, Citizenship & Residency by Investment, Trust, Foundation, Offshore and Family Holding Companies, Tax planning (ME, EU, US, and Canada), Real Estate acquisition and Post-Acquisition Management. | 2.004 | https://www.linkedin.com/company/legacy-line/ | http://www.legacyline.com/ | Originally known as Money Line Group, Legacy Line was founded in 2004 to offer the region reliable and trustworthy guidance in sustaining family legacies, and to act as their private office – or better known as Family Office. Over the past decade, Legacy Line has become synonymous with trust among its clients, being one of the few in the industry with a targeted focus on the Middle East and its specific family dynamics and customs. The relationships that Legacy Line has nurtured with its clients are testament to the passion and dedication its team members display day in, day out. | MF | |||||||
| Legacy Line Family Office | Mira | Mallah | Business Development Executive | 971 4 391 4878 | 971 4 391 6643 | mira@legacyline.com | front.desk@legacyline.com | Building 8, Office 114, 1st Floor, DMC, P.O. Box 502725 | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/mira-mallah-720b4428/ | Estate Planning, Family Governance, Multi-Generational Wealth Transfer, Citizenship & Residency by Investment, Trust, Foundation, Offshore and Family Holding Companies, Tax planning (ME, EU, US, and Canada), Real Estate acquisition and Post-Acquisition Management. | 2.004 | https://www.linkedin.com/company/legacy-line/ | http://www.legacyline.com/ | Originally known as Money Line Group, Legacy Line was founded in 2004 to offer the region reliable and trustworthy guidance in sustaining family legacies, and to act as their private office – or better known as Family Office. Over the past decade, Legacy Line has become synonymous with trust among its clients, being one of the few in the industry with a targeted focus on the Middle East and its specific family dynamics and customs. The relationships that Legacy Line has nurtured with its clients are testament to the passion and dedication its team members display day in, day out. | MF | |||||||
| 641 | Lehel Partners Corporate Finance GmbH & Co. KG | Thomas | Kuhmann | Managing Partner | 49 892 1969-5960 | 49 892 1969-5988 | thomas.kuhmann@lehelpartners.de | info@lehel-industrie.de | Uhlandstraße 3 | Munich | D-80336 | Germany | Europe | https://www.linkedin.com/in/thomas-kuhmann-404336ba/ | Private Equity, Real Estate | info@lehelpartners.de | http://www.lehelpartners.de/ | http://www.lehelpartners.de/ | Lehel Industry Group (LIG) is a private equity firm founded by experienced managers, which operates at the same time as Family Office of one of the partner. Lehel Industry has been a financially independent Group for over 10 years, which only invests own capital, money from family members and external co-investors into target companies with a noticeable and sustainable growth. | SF | |||||
| 642 | Leonite Capital LLC | Avi | Geller | Chief Investment Officer | Direct: (845) 517-2340 | avi@leonitecap.com | 1 Hillcrest Center Drive, Suite 232 | Spring Valley | NY | 10977 | United States of America | North America | Beth Medrash Govoha | https://www.linkedin.com/in/avigeller/ | Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds | 2.016 | https://www.linkedin.com/company/leonitecapital/ | https://leonitecap.com/ | Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds. Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market. Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia. We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. | SF | |||||
| Leonite Capital LLC | Siegfried | Eggert | Financial Analyst | Direct: (845) 327-1153 | siegfried@leonitecap.com | 1 Hillcrest Center Drive, Suite 232 | Spring Valley | NY | 10977 | United States of America | North America | Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds | 2.016 | https://www.linkedin.com/company/leonitecapital/ | https://leonitecap.com/ | Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds. Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market. Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia. We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. | SF | ||||||||
| Leonite Capital LLC | Jake | Morgenstern | Chief Operating Officer | jake@leonitecap.com | 1 Hillcrest Center Drive, Suite 232 | Spring Valley | NY | 10977 | United States of America | North America | https://www.linkedin.com/in/jake-morgenstern-430bab149/ | Real Estate (Multifamily, Mixed use, Parking), Venture Capital, Private Equity (both Direct and Managed Portfolios), Alternative Lending, and Hedge Funds | 2.016 | https://www.linkedin.com/company/leonitecapital/ | https://leonitecap.com/ | Leonite Capital is a single family office. The firm is diversified with extensive holdings in real estate (multifamily, mixed use, parking), venture capital, private equity (both direct and managed portfolios), alternative lending, and hedge funds. Leonite abides by a strict set of governing principles. We do not believe that low risk necessitates low return, and we are not afraid to get involved in "unpopular" industries. We avoid crowded positions, as we have found that opportunities lie in shunned and undiscovered fringes of the market. Our venture capital investments have grown to be a core focus and we are currently focused on early stage opportunities in the US, Canada and Australia. We are a multi-generational firm and as such we are afforded a longer investment horizon than is available to most asset managers. | SF | ||||||||
| 643 | Letson Investment Management, Inc. | Jim | Letson | Founder & President | (404) 237-7794 | (404) 262-6100 | jim@letsoninvest.com | info@letsoninvest.com | 48 West Brookhaven Dr. NE | Atlanta | GA | 30319-1102 | United States of America | North America | Georgia Institute of Technology / The Wharton School | https://www.linkedin.com/in/jim-letson-40755527/ | Venture Capital, Private Equity, New Funds, Hedge Funds, Alternative Investments, Real Estate | 1.987 | $42.12M | https://www.linkedin.com/company/letson-investment-management-inc./ | https://www.letsoninvest.com/ | Letson Investment, a multi-family office and independent fee-only investment management firm located in Atlanta, Georgia. We provide strategic wealth management for individuals, corporations, trusts, estates and retirement plans that will optimize security and growth for your future. Our investment process focuses on quality investments and emphasizes risk management and diversification through asset allocation tailored just for you. Letson Investment Management is privately held, with no outside affiliations, to eliminate any conflicts of interest. We are proud to offer our clients the best level service and unbiased expertise you can find in an Atlanta investment management firm. | MF | ||
| Letson Investment Management, Inc. | Scott | Letson | Vice President | (404) 237-7794 | (404) 262-6100 | scott@letsoninvest.com | info@letsoninvest.com | 48 West Brookhaven Dr. NE | Atlanta | GA | 30319-1102 | United States of America | North America | Georgia State University - J. Mack Robinson College of Business | https://www.linkedin.com/in/scott-letson-0835297/ | Venture Capital, Private Equity, New Funds, Hedge Funds, Alternative Investments, Real Estate | 1.987 | $42.12M | https://www.linkedin.com/company/letson-investment-management-inc./ | https://www.letsoninvest.com/ | Letson Investment, a multi-family office and independent fee-only investment management firm located in Atlanta, Georgia. We provide strategic wealth management for individuals, corporations, trusts, estates and retirement plans that will optimize security and growth for your future. Our investment process focuses on quality investments and emphasizes risk management and diversification through asset allocation tailored just for you. Letson Investment Management is privately held, with no outside affiliations, to eliminate any conflicts of interest. We are proud to offer our clients the best level service and unbiased expertise you can find in an Atlanta investment management firm. | MF | |||
| 644 | Levi Kim & Associates Pty Ltd | Anthony | Levi | Co-Founder | 61 2 8011-3323 | anthony@levi.com.au | info@lewben.com | 135 Phillip St. | Sydney | NSW | 2000 | Australia | Australia / Oceania | Equities, Derivatives, Funds, Currencies, Precious Metals, Debt Instruments, Structured Products, Property | 2.003 | https://levi.com.au/ | Levi Kim's associate family office operations encompass assessing and investing in private equity (direct and indirect), equity markets, derivative markets, precious metals, debt markets, structured products, property, etc in Australia and overseas. | MF | |||||||
| Levi Kim & Associates Pty Ltd | Janine | Kim | Co-Founder | 61 2 8011-3323 | janine@levi.com.au | enquiries@levi.com.au | 135 Phillip St. | Sydney | NSW | 2000 | Australia | Australia / Oceania | Equities, Derivatives, Funds, Currencies, Precious Metals, Debt Instruments, Structured Products, Property | 2.003 | https://levi.com.au/ | Levi Kim's associate family office operations encompass assessing and investing in private equity (direct and indirect), equity markets, derivative markets, precious metals, debt markets, structured products, property, etc in Australia and overseas. | MF | ||||||||
| 645 | LI Family Office | Simon | Littlewood | Chief Executive Officer | Direct: (323) 613-1577 | simon@lifamilyoffice.com | Washington | DC | 20551 | United States of America | North America | University of Oxford | https://www.linkedin.com/in/simon-littlewoodsdgexchange/ | Healthcare, Education, Food, Technology, Consumer Products & Services, Social & New Media, Financial Services, Leisure and Travel, Real Estate | 2.008 | info@pluralihg.com | https://pluralihg.com/ | https://www.linkedin.com/company/li-family-office/ | LI Family Office, a single family office investing globally across industry sectors and stages, with a focus on improving quality of life at scale. We partner with other family offices worldwide, as well as funds and private investors, to increase our investable amount and access to expertise and investment and exit opportunities. Our focus is on sustainable investment, which not only provides returns for our current and future generations, but also benefits society as a whole and the world we live on. We invest globally, but with a focus on projects where the product, service or technology can be used in Emerging Markets. Our management team has over three decades experience of investing and managing money, across a broad range of industries, products, structures, stage of development, and geographies. We work very closely with the businesses that we invest in, particularly to assist them in establishing or growing their business locally and internationally. We are currently particularly active investing in the following sectors: * Healthcare * Education * Food * Technology * Consumer Products & Services * Social & New Media * Financial Services * Leisure and travel * Real Estate | SF | |||||
| 646 | Liberty Group | Punit | Shah | Chief Executive Officer | (813) 280-2000 | (813) 200-2001 | pshah@lgre.co | 109 N. Brush Street, Suite 260 | Tampa | FL | 33602 | United States of America | North America | Boston University / Harvard Business School | https://www.linkedin.com/in/punitrshah/ | Hospitality Management, Hotel Development, Real Estate Investment, Senior Living Facilities, Private Equity, Starbucks Coffee, Hilton Hotels, Marriott Hotels, Starwood Hotels, IHG Hotels, Family Office, Commercial Real Estate | 1.980 | $600M | https://www.linkedin.com/company/lgre/ | https://www.libertyg.com/ | Liberty Group is a Single Family Office focused on the diversification and preservation of capital. | SF | |||
| 647 | Lighthouse Canton Pte Ltd | Dinesh | Gogia | Managing Director, Chief Compliance Officer | 65 6713 0570 | 65 6713 0599 | dinesh.gogia@lighthouse-canton.com | info@lighthouse-canton.com | 16 Collyer Quay, #11-02 Income at Raffles | Singapore | 049318 | Singapore | Asia | Faculty of Management Studies - University of Delhi | https://www.linkedin.com/in/dineshgogia/ | Integrated Wealth Advisory Services, Asset Management, Multi-family Office, Private Equity, Treasury Solutions, Algo-Trading Strategies, India Equities, Risk Goveranance , Wealthtech Solutions, Real Estate Investments, Robo Advisory | 2.014 | https://www.linkedin.com/company/lighthousecanton/ | https://www.lighthouse-canton.com/ | At Lighthouse Canton Multi-Family Office our Multi-Family Office was created to help families achieve their financial goals through institutional-class infrastructure. We have worked hard to achieve this by defining our vision and values very clearly and imbibing this in our approach and the way we work with our clients. While we offer the services, resources and network of a large, well-established institution, our approach is very intimate and familial. For us, you come first. We take the time to understand you and your family’s objectives and goals so we can create a customized solution. While we offer a wide variety of services, we are nimble enough to put together a bespoke solution that works just for you. | MF | ||||
| Lighthouse Canton Pte Ltd | Rajesh | Sundaresan | Chief Investment Officer, Managing Director | 65 6713 0570 | 65 6713 0599 | rajesh.sundaresan@lighthouse-canton.com | info@lighthouse-canton.com | 16 Collyer Quay, #11-02 Income at Raffles | Singapore | 049318 | Singapore | Asia | https://www.linkedin.com/in/rajeshsundaresan/ | Integrated Wealth Advisory Services, Asset Management, Multi-family Office, Private Equity, Treasury Solutions, Algo-Trading Strategies, India Equities, Risk Goveranance , Wealthtech Solutions, Real Estate Investments, Robo Advisory | 2.014 | https://www.linkedin.com/company/lighthousecanton/ | https://www.lighthouse-canton.com/ | At Lighthouse Canton Multi-Family Office our Multi-Family Office was created to help families achieve their financial goals through institutional-class infrastructure. We have worked hard to achieve this by defining our vision and values very clearly and imbibing this in our approach and the way we work with our clients. While we offer the services, resources and network of a large, well-established institution, our approach is very intimate and familial. For us, you come first. We take the time to understand you and your family’s objectives and goals so we can create a customized solution. While we offer a wide variety of services, we are nimble enough to put together a bespoke solution that works just for you. | MF | ||||||
| Lighthouse Canton Pte Ltd | Antoine | Bracq | Fund Manager, Director | Mobile: 65 8186 2973 | 65 6713 0599 | antoine.bracq@lighthouse-canton.com | info@lighthouse-canton.com | 16 Collyer Quay, #11-02 Income at Raffles | Singapore | 049318 | Singapore | Asia | INSEAD | https://www.linkedin.com/in/antoine-bracq-a6b9a71/ | Integrated Wealth Advisory Services, Asset Management, Multi-family Office, Private Equity, Treasury Solutions, Algo-Trading Strategies, India Equities, Risk Goveranance , Wealthtech Solutions, Real Estate Investments, Robo Advisory | 2.014 | antoine.bracq@edhec.com | https://www.linkedin.com/company/lighthousecanton/ | https://www.lighthouse-canton.com/ | At Lighthouse Canton Multi-Family Office our Multi-Family Office was created to help families achieve their financial goals through institutional-class infrastructure. We have worked hard to achieve this by defining our vision and values very clearly and imbibing this in our approach and the way we work with our clients. While we offer the services, resources and network of a large, well-established institution, our approach is very intimate and familial. For us, you come first. We take the time to understand you and your family’s objectives and goals so we can create a customized solution. While we offer a wide variety of services, we are nimble enough to put together a bespoke solution that works just for you. | MF | ||||
| Lighthouse Canton Pte Ltd | Shilpi | Chowdhary | Chief Executive Officer | 65 6713 0570 | 65 6713 0599 | shilpi.chowdhary@lighthouse-canton.com | info@lighthouse-canton.com | 16 Collyer Quay, #11-02 Income at Raffles | Singapore | 049318 | Singapore | Asia | Harvard Business School | https://www.linkedin.com/in/shilpichowdhary/ | Integrated Wealth Advisory Services, Asset Management, Multi-family Office, Private Equity, Treasury Solutions, Algo-Trading Strategies, India Equities, Risk Goveranance , Wealthtech Solutions, Real Estate Investments, Robo Advisory | 2.014 | https://www.linkedin.com/company/lighthousecanton/ | https://www.lighthouse-canton.com/ | At Lighthouse Canton Multi-Family Office our Multi-Family Office was created to help families achieve their financial goals through institutional-class infrastructure. We have worked hard to achieve this by defining our vision and values very clearly and imbibing this in our approach and the way we work with our clients. While we offer the services, resources and network of a large, well-established institution, our approach is very intimate and familial. For us, you come first. We take the time to understand you and your family’s objectives and goals so we can create a customized solution. While we offer a wide variety of services, we are nimble enough to put together a bespoke solution that works just for you. | MF | |||||
| 648 | Lighthouse Financial Solutions | Amit | Mayzner | Chief Executive Officer | 972 3566 1333 | 972 3566 1324 | amit@lighthouse-fs.com | info@lighthouse-fs.com | Sky Tower, Hamasger 35 | Tel Aviv-Yafo | Israel | Asia | https://www.linkedin.com/in/amit-mayzner-1538769/ | Real Estate, Alternative Investments | 2.008 | http://www.lighthouse-fs.com/ | Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. | MF | |||||||
| Lighthouse Financial Solutions | Nitza | Deitsch | Customer Relationship Manager | 972 3566 1333 | 972 3566 1324 | nitza@lighthouse-fs.com | info@lighthouse-fs.com | Sky Tower, Hamasger 35 | Tel Aviv-Yafo | Israel | Asia | https://www.linkedin.com/in/nitza-deitsch-95553220/ | Real Estate, Alternative Investments | 2.008 | http://www.lighthouse-fs.com/ | Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. | MF | ||||||||
| Lighthouse Financial Solutions | Avihay | Weiss | Managing Director Private Equity | 972 3566 1333 | 972 3566 1324 | avihay@lighthouse-fs.com | info@lighthouse-fs.com | Sky Tower, Hamasger 35 | Tel Aviv-Yafo | Israel | Asia | Bar-Ilan University | https://www.linkedin.com/in/avihayw/ | Real Estate, Alternative Investments | 2.008 | http://www.lighthouse-fs.com/ | Lighthouse Financial Solutions (Lighthouse) provides comprehensive family office services to high net worth Individuals, families of substantial wealth and institutions. | MF | |||||||
| 649 | Lino Global Ltd. | Mutaz | Ghandour | Chairman & CEO | 971 4810 3333 | 971 4810 3300 | mutaz.ghandour@metito.com | info@lind-invest.dk | Boulevard Plaza Tower 1, Level 14, Mohammed Bin Rashid Boulevard | Downtown Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/mutaz-ghandour-5a2231a9/ | Food & Beverage, New Technology, Oil & Gas, Consumer Goods, Hospitality, Health, Luxury, Real Estate Investments & Services, Financial Services, Water, Venture Capital, Seed Stage, Expansion Stage | http://www.metito.com/ | Lino Global is the family office of the Ghandour family; organising the investments and holdings of the family and acting as a platform to explore further opportunities. Lino Global is an independent, single-family office (SFO) owned and managed by Farouk and Mutaz Ghandour successors. Being a family investment office, our purpose is to invest in a wise and multidisciplinary manner. This in turn allows us to create value for our shareholders, co-investors, as well as our multinational team of professionals. With the Corporate Office in Dubai (UAE) the Company has a presence through its strategic investments across Europe, the Middle-East, and Asia. As an investment firm, our focus ranges from Seed to Expansion stages. Sectors of particular interest include: Food & Beverage, New Technology, Oil & Gas, Consumer Goods, Hospitality, Health, Luxury, Real Estate Investments & Services, and Financial Services. | SF | ||||||||
| 650 | Lion Head Capital | Marcel | Engelbertink | Managing Director | Direct: 31 852 500 707, Mobile: 31 623 791 087 | 31 20 794 3001 | marcel.engelbertink@gmail.com | info@lionheadcapital.nl | Gustav Mahlerplein 2, 1st Floor | Amsterdam | 1082 MA | The Netherlands | Europe | Utrecht University | https://www.linkedin.com/in/marcel-engelbertink-8b7433/ | https://lionheadcapital.nl/ | Lion Head Capital is a single family office firm for Frank van Wezel's family. Mr. van Wezel was bestowed a Lifetime Achievement Award by the British Sports Trade. Equally he is Live Vice President of the Squash Rackets Association in the UK, and honor bestowed for the first time by the Association in recognition of the services he has rendered to the game of squash world wide. Mr. van Wezel was also a founding member of the Faculty Advisory Board of the University of Bath’s School of Management. He was Chairman of the Stichting Nyenrode Fund, a fundraising organisation for the only private business university in The Netherlands. In 2013 he was awarded an Honorary Doctorate honouris causa in Business Administration by the Anglia Ruskin University of Cambridge and Chelmsford, showing his consistent business leadership for 40 years. Van Wezel and his family lived in England for more than 40 years, and has two daughters and one son. His two sons-in-law and his son also work in the footwear business. This sport loving Dutchman enjoys soccer, rugby, tennis, squash, skiing and golf. He is a director of his local professional soccer team, Southend United, who play in the English First Division. He financially supports a couple of soccer clubs in Holland, as he says: “Just for the love of the game!” The Hi-Tec Company was sold in 2016, with the exception of the African Continent, which is still being managed by Van Wezel personally. The proceeds of the Hi-Tec sale are held in the family office, Lion Head Capital, which is responsible for all investments on behalf of the Van Wezel family. The office of this company is in Breukelen, The Netherlands. Financial participations are made world wide, especially in Real Estate and Sportswear related businesses. | SF | |||||||
| 651 | Little GG Capital | Kim | Cobb | Partner & Managing Director | (903) 874-6366 | (903) 874-6366 | kcobb@littleggcapital.com | kcobb@littleggcapital.com | 1101 N. Business 45, Suite D | Corsicana | TX | 75110 | United States of America | North America | Western Governors University | https://www.linkedin.com/in/kim-cobb/ | Corporate Business, Real Estate, Investing, Mergers and Acquisitions | 2.016 | kcobb@ebspartner.com | https://ebspartner.com/ | https://littleggcapital.com/ | Little GG Capital is a privately held family investment firm focused on and engaged in a broad range of investment activities. We offer dedicated capital which allows us the flexibility to invest in a wide variety of asset classes. | SF | ||
| 652 | Livac Single Family Office | Ronny | Lange | Founder & Managing Director | 49 175 163 3595 | ronny.lange@prime-properties-group.com, | Münchner Str. 16 | Bad Wiessee | 83707 | Germany | Europe | DHBW Stuttgart | https://www.linkedin.com/in/ronny-lange-4103b79b/ | Real Estate, Development, Construction, Investments, Private Equity, Facility Management, Hospitality, Hotel | info@prime-properties-group.com, info@phiron-group.com | https://phiron-group.com/ https://prime-properties-group.com/ | Livac Single Family Office is a single family office firm in Rottach-Egern, Bavaria, Germany. | SF | |||||||
| 653 | Live Oak Family Offices, LLC | Thomas | Platt III | Managing Member | Direct: (904) 631-6418 | tommy@lofollc.com | info@lofollc.com | 4376 Roma Blvd. | Jacksonville | FL | 32210-8445 | United States of America | North America | https://www.linkedin.com/in/tommy-platt-6328948/ | Real Estate | http://lofollc.com/ | Live Oak Family Offices is a multi-family office based in Jacksonville, Florida. Working with your other professional advisors, Live Oak helps your family implement a long term strategy for managing and transferring wealth. Then we coordinate management of day-to-day finances consistent with the strategic plan to facilitate the perpetuation of your family legacy. Providing multi-generational wealth management solutions for a limited and select group of families The live oak tree, native to the southeastern Atlantic seaboard, is a beautifully proportioned tree. Reaching heights of 100 feet or more with a branch spread exceeding 150 feet and a trunk circumference that can exceed 30 feet, it is a sturdy tree well grounded by its roots. Beginning at about twenty years of age, acorns produce both new trees and food for squirrels and birds. The live oak can live hundreds of years but, to reach maturity it must survive disease, inclement weather and other outside forces. If it does so, it dominates the forest. Interestingly, the person who plants a live oak will never see its full beauty at maturity; nevertheless he plants it with the knowledge and hope that future generations will enjoy it also. Metaphorically, the live oak is much like a family — many spreading branches of the family; well grounded in its heritage; producing offspring and providing for its community. With proper planning and nurturing, a family can prosper for centuries as well. Like the planter of the live oak, the family member who initiates multi-generational planning will not see the end result but does so with the confidence and faith that this beginning will result in a process which can guide the family well into the future. | MF | |||||||
| Live Oak Family Offices, LLC | Kevin | McCutcheon | Chief Investment Officer & Principal | Direct: (727) 342-1042 | (727) 209-1355 | kmccutcheon@gofinancialwealth.com | info@lofollc.com | 4376 Roma Blvd. | Jacksonville | FL | 32210-8445 | United States of America | North America | The Ohio State University Fisher College of Business | https://www.linkedin.com/in/kevinmccutcheon5/ | Real Estate | https://gofinancialwealth.com/index.php/our-team/kevin-mccutcheon-cfa | http://lofollc.com/ | Live Oak Family Offices is a multi-family office based in Jacksonville, Florida. Working with your other professional advisors, Live Oak helps your family implement a long term strategy for managing and transferring wealth. Then we coordinate management of day-to-day finances consistent with the strategic plan to facilitate the perpetuation of your family legacy. Providing multi-generational wealth management solutions for a limited and select group of families The live oak tree, native to the southeastern Atlantic seaboard, is a beautifully proportioned tree. Reaching heights of 100 feet or more with a branch spread exceeding 150 feet and a trunk circumference that can exceed 30 feet, it is a sturdy tree well grounded by its roots. Beginning at about twenty years of age, acorns produce both new trees and food for squirrels and birds. The live oak can live hundreds of years but, to reach maturity it must survive disease, inclement weather and other outside forces. If it does so, it dominates the forest. Interestingly, the person who plants a live oak will never see its full beauty at maturity; nevertheless he plants it with the knowledge and hope that future generations will enjoy it also. Metaphorically, the live oak is much like a family — many spreading branches of the family; well grounded in its heritage; producing offspring and providing for its community. With proper planning and nurturing, a family can prosper for centuries as well. Like the planter of the live oak, the family member who initiates multi-generational planning will not see the end result but does so with the confidence and faith that this beginning will result in a process which can guide the family well into the future. | MF | |||||
| 654 | LIVIA Corporate Development SE | Stephan | Herre | Managing Director | 49 89 552-7580 | 49 8955 275-8199 | info@livia-group.com | Alter Hof 5 | Munich | 80331 | Germany | Europe | Universität Passau | https://www.linkedin.com/in/stephan-herre-4198b7a8/ | Real Estate, Art, Media, Alumunium Compounds, Chemicals, Pharma, Recycling, Refractories, HR Consulting, IT, Media/ Education, Private Equity | 2.013 | €782M | https://www.linkedin.com/company/livia-corporate-development-se/ | https://livia-group.com/ | LIVIA Group is an independent industrial holding as well as the private investment firm of Prof. Dr. Dr. Peter Löw. Todate Peter Löw’s entrepreneurial activities result in assets under management of more than EUR 782 million. LIVIA invests in a diverse spectrum of assets, ranging from corporates, real estate, agricultural, emerging markets, and fine arts & antiques. Due to the strong capital base LIVIA is able to react to market changes and fluctuations in the economic environment quickly and efficiently – grasping opportunities as they occur. LIVIA Corporate Development SE (LCD) is the central unit for the group’s investment activities. | SF | ||||
| 655 | LM Capital SA | Antoine | Lakah | Founder | 41 213 200 505 | 41 213 200 510 | antoinelakah@lmcapital.ch | info@lmcapital.ch | Avenue des Planches 20 B | Montreux | 1820 | Switzerland | Europe | University of Lausanne - UNIL / The Wharton School | https://www.linkedin.com/in/antoine-lakah-0475b29/ | Private Equity, Real Estate, Alternative Investment Funds | 2.007 | https://www.linkedin.com/company/lmcapital/ | https://www.lmcapital.ch/ | LM Capital is a multi-family office service provider based in Blonay, Switzerland. | MF | ||||
| LM Capital SA | Guillaume | Lakah | Portfolio Manager | 41 213 200 505 | 41 213 200 510 | guillaumelakah@gmail.com | info@lmcapital.ch | Avenue des Planches 20 B | Montreux | 1820 | Switzerland | Europe | HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne | https://www.linkedin.com/in/guillaume-lakah/ | Private Equity, Real Estate, Alternative Investment Funds | 2.007 | https://www.linkedin.com/company/lmcapital/ | https://www.lmcapital.ch/ | LM Capital is a multi-family office service provider based in Blonay, Switzerland. | MF | |||||
| 656 | LMS Capital II LLC | Lynn | Hutcheson-Spranza | Manager/Owner | (310) 833-5100 Ext. 202 | (310) 833-8328 | dspranza@vpscpas.com | 28633 S. Western Avenue, Suite 201 | Rancho Palos Verdes | CA | 90275 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/lynnspranza/ | Music Entertainment, Real Estate Development, and business management for high net worth individuals and start-up companies | 2.018 | http://vpscpas.com/about-us/lynn-m-hutcheson-spranza/ https://www.linkedin.com/in/davidspranza/ | LMS Capital is a single family office firm for the Spranza family. | SF | |||||
| 657 | LMT Investments LLC | Leonard | Tannenbaum | Chief Executive Officer | (203) 681-3600 | (203) 681-3879 | len@fifthstreetfinance.com | 309 23rd Street, Suite 200A | Miami Beach | FL | 33139 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/leonard-tannenbaum-a3b3561/ | Real Estate, Private Equity, Cannabis, Credit and Startup Companies | 2.011 | len@advancedflowercapital.com | http://www.fifthstreetfinance.com/ https://afcgamma.com/ | LMT Investments was formed in 2011 as the family office investment vehicle for Leonard M. Tannenbaum. Targeted investments include real estate, private equity, credit and startup companies. | SF | ||||
| 658 | London Capital Asset Management | Rahim | Ahmed | Chief Executive Officer | 44 207 754-9196 | info@lcam.london | 2 Charles Street, Mayfair | London | W1J 5DB | United Kingdom | Europe | University of Arkansas | https://www.linkedin.com/in/rahim-ahmed-5ba33722/ | Real Estate, Land Development and Residential, Sovereign Wealth Funds | 2.006 | acquisitions@londoncapitalassetmanagement.co.uk | https://lcam.london/ | LCAM operates as a multi family office firm in London, UK. | MF | ||||||
| 659 | London Wall Private Office LLP | Cerys | Davies | Head of Real Estate Management | 44 203 667-6243 | 44 203 322-5552 | cerys@londonwallgroup.com | info@london-wall.com | Interpark House, 7 Down Street | London | W1J 7AJ | United Kingdom | Europe | Bishop of Llandaff Church in Wales School | https://www.linkedin.com/in/cerys-davies-37ba2899/ | Real Estate | 2.012 | €40M | https://www.linkedin.com/company/londonwalllending/ | https://www.london-wall.com/ | London Wall is an independent multi family office, serving clients from across the world with particular focus and expertise on Eastern European and Asian clients. | MF | |||
| London Wall Private Office LLP | Lev | Loginov | Senior Manager | 44 203 667-6241 | 44 203 322-5552 | lev@londonwallgroup.com | info@london-wall.com | Interpark House, 7 Down Street | London | W1J 7AJ | United Kingdom | Europe | Real Estate | 2.012 | €40M | https://www.linkedin.com/company/londonwalllending/ | https://www.london-wall.com/ | London Wall is an independent multi family office, serving clients from across the world with particular focus and expertise on Eastern European and Asian clients. | MF | ||||||
| London Wall Private Office LLP | Ned | El-Imad | Senior Manager | 44 203 667-6242 | 44 203 322-5552 | ned@londonwallgroup.com | info@london-wall.com | Interpark House, 7 Down Street | London | W1J 7AJ | United Kingdom | Europe | https://www.linkedin.com/in/ned-el-imad-01583b/ | Real Estate | 2.012 | €40M | https://www.linkedin.com/company/londonwalllending/ | https://www.london-wall.com/ | London Wall is an independent multi family office, serving clients from across the world with particular focus and expertise on Eastern European and Asian clients. | MF | |||||
| 660 | Lotus-Sci | Vasco | Esaguy Balixa | Board Member & Co-Founder | 351 910 993 744 | vasco.balixa@lotus-fo.pt | Avenida da Boavista 3521, 5º piso, Sala 504 | Porto | 4100-139 | Portugal | Europe | https://www.linkedin.com/in/vasco-esaguy-balixa-7495a67/ | Real Estate, Hedge Funds | 2.012 | https://www.linkedin.com/company/lotus---sociedade-de-consultoria-para-investimento/ | Lotus-Sci provides a full Multifamily Office service and a financial risk management advisory service to companies. The Multi Family Office structure provides independent expert advice endowing its clients with a range of services that lets them decide how best to manage the complexity of their financial lives. | MF | ||||||||
| Lotus-Sci | Luís | Vasconcelos | CEO & Co-Founder | 351 910 993 746 | luis78.vasconcelos@gmail.com | Avenida da Boavista 3521, 5º piso, Sala 504 | Porto | 4100-139 | Portugal | Europe | Universidade do Porto | https://www.linkedin.com/in/luisvasconcelos/ | Real Estate, Hedge Funds | 2.012 | https://www.linkedin.com/company/lotus---sociedade-de-consultoria-para-investimento/ | Lotus-Sci provides a full Multifamily Office service and a financial risk management advisory service to companies. The Multi Family Office structure provides independent expert advice endowing its clients with a range of services that lets them decide how best to manage the complexity of their financial lives. | MF | ||||||||
| 661 | LSG Holdings Ltd. | Elio | Leoni Sceti | Chairman & Co-Founder | 44 207 491-7103 | elio@thecraftory.io | info@lsgholdings.com | Egyptian House, 170 Piccadilly | London | W1J 9EJ | United Kingdom | Europe | Università Bocconi | https://www.linkedin.com/in/pleonisceti/ | Real Estate, Private Equity and Venture Capital | 2.010 | https://www.lsgholdings.com/ | LSG Holdings is a UK based single family office active in direct investments across real estate, private equity and venture capital both in the UK and internationally. | SF | ||||||
| 662 | Lugen Family Office Inc. | Enzo | Calamo | Chief Executive Officer | (866) 605-8885 Ext. 2 | enzo@medicifamilyoffice.com | 355 Burrard Street, Suite 1000 | Vancouver | BC | V6C 0B2 | Canada | North America | University of Calgary | https://www.linkedin.com/in/enzocalamo/ | Luxury and Commercial Real Estate | 2.009 | ecalamo@me.com | https://www.linkedin.com/company/lugen-family-office-inc./ | https://lugenfamilyoffice.com/ | LFO is an independent Multi-Family Office that specializes in the needs of Ultra High Net Worth [UHNW] families. | MF | ||||
| 663 | Lux Capital Corp S.A. | Piet | Saarloos | Founder & President | (647) 527-5509 | piet.saarloos@luxcapitalcorp.com | Stock Exchange Tower, 130 King Street West, Suite 1800 | Toronto | ON | M5X 1E3 | Canada | North America | AT&T University | https://www.linkedin.com/in/piet-peter-saarloos-a0505644/ | Real Estate, Energy, Media, Natural Resources, Life Science and other Asset Classes | 2.016 | https://www.luxcapitalcorp.com/ | Lux Capital Corporation is a European-Canadian multi-family office undertaking. As part of a global collaborative network of investment banking boutiques we have access to over 500 top executives of leading multi-nationals, industry experts and scientific centers as well as decision-makers of governmental organizations. Our network stretches from Vancouver, Toronto, Montreal, New York, to London, Amsterdam, Luxembourg, Frankfurt and Zurich, as far as Hong Kong, Singapore and Sydney. Our large fleet of investment undertakings are concentrated in Luxembourg, world's second largest fund center. and Toronto, the second largest North American financial center. Although Lux Capital is primarely focused on issuance, investment and trading of financial securities, we hold significant positions in real estate, energy, media, natural resources, life science and other asset classes. Social impact investing has our particular interest. | MF | ||||||
| 664 | 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 | Pontifícia Universidade Católica do Rio de Janeiro / Harvard Business School | 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 | Pontifícia Universidade Católica do Rio de Janeiro / Harvard Business School | 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 | UERJ / Ibmec | 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 | Pontifícia Universidade Católica do Rio de Janeiro / Harvard Business School | 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 | |||||
| 665 | Luzern Capital | Peter | Studer | Managing Partner | Direct: 56 9 9319 6582 | peter.studer@doppelmayr.com | Vicente Izquierdo 889, Vitacura | Santiago | Chile | South America | https://www.linkedin.com/in/peter-studer-4b02225b/ | Real Estate, Project Advice, Wealth Technology Platform, Cable Cars, Infrastructure, Biotechnology, Virtual Technology | 2.008 | pstuder@masttro.com | https://www.doppelmayr.com/de/unternehmen/niederlassungsfinder/chile/doppelmayr-chile-holding-spa/ | https://www.luzerncapital.cl/ | Luzern Capital is a “Multi Family Office Boutique” that was established in 2008, focused on independent financial advice for business families and private clients. Our main focus is on asset allocation and financial risk management, real estate and project advice, business evaluation, and global asset consolidation (using technology platforms like Bloomberg and Masttro). For this, we operate as a complement to the bankers, monitoring and evaluating their management and we provide effective coordination with the different bank counterparties that participate in the comprehensive management of our clients' financial assets. We maintain a wide international and local network with financial institutions and with business families. The large family economic groups in the world have historically developed an effective way of managing their wealth through their own family offices, which are made up of professionals selected by the family, who defend family interests, manage relationships with banks and financial entities, coordinating the work of the various specialists involved in asset management. Luzern Capital offers shared family office services between several families (Multi Family Office) that benefit from all our accumulated experience as expert advisors in the guidance, management and control of family assets, similar to that used by large family groups. | MF | |||||||
| Luzern Capital | Alexi | Olivares | Partner & Portfolio | alexi.olivares@luzerncapital.cl | Vicente Izquierdo 889, Vitacura | Santiago | Chile | South America | Universidad de Chile | https://www.linkedin.com/in/alexi-fernando-olivares-ligena-0615114b/ | Real Estate, Project Advice, Wealth Technology Platform, Cable Cars, Infrastructure, Biotechnology, Virtual Technology | 2.008 | https://www.luzerncapital.cl/ | Luzern Capital is a “Multi Family Office Boutique” that was established in 2008, focused on independent financial advice for business families and private clients. Our main focus is on asset allocation and financial risk management, real estate and project advice, business evaluation, and global asset consolidation (using technology platforms like Bloomberg and Masttro). For this, we operate as a complement to the bankers, monitoring and evaluating their management and we provide effective coordination with the different bank counterparties that participate in the comprehensive management of our clients' financial assets. We maintain a wide international and local network with financial institutions and with business families. The large family economic groups in the world have historically developed an effective way of managing their wealth through their own family offices, which are made up of professionals selected by the family, who defend family interests, manage relationships with banks and financial entities, coordinating the work of the various specialists involved in asset management. Luzern Capital offers shared family office services between several families (Multi Family Office) that benefit from all our accumulated experience as expert advisors in the guidance, management and control of family assets, similar to that used by large family groups. | MF | ||||||||||
| 666 | M&J Capital Partners | Matthew | Leone | Managing Partner | matthew.leone@mjcpllc.com | 5228 Continental Dr. | Rockville | MD | 20853 | United States of America | North America | Real Estate, Private Equity, Alternative Investments, Hedge Funds | $523.5M | https://www.mjcpllc.com/ | M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential. The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven. We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems. We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist. Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. | SF | |||||||||
| M&J Capital Partners | Justin | Leone | Managing Partner | justin.leone@mjcpllc.com | 5228 Continental Dr. | Rockville | MD | 20853 | United States of America | North America | Villanova University | https://www.linkedin.com/in/justinleone/ | Real Estate, Private Equity, Alternative Investments, Hedge Funds | $523.5M | https://www.mjcpllc.com/ | M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential. The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven. We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems. We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist. Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. | SF | ||||||||
| M&J Capital Partners | Jack | Leone | Managing Partner | jack.leone@mjcpllc.com | 5228 Continental Dr. | Rockville | MD | 20853 | United States of America | North America | Real Estate, Private Equity, Alternative Investments, Hedge Funds | $523.5M | https://www.mjcpllc.com/ | M&J Capital Partners is a vertically integrated real estate development company, and single family office used to grow and preserve the assets of the Leone family. The company’s activities also include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential. The company was formed to create sustainable growth through financing GP co-investment requirements or acquiring LP stakes in assets that provide opportunities to leverage the family’s expertise in digital transformation, corporate turnarounds, commercial construction, and financial market risks. M&J’s investment process is rigorous and data-driven. We provide flexible capital and acquire interests in high cash flow opportunities and special situations. The company primarily invests in high quality, class A or B real assets, preferably in a path of demographic progress as demonstrated by geographic information systems. We consider investments within the United States and seek to achieve a 6-10% unleveraged cash on cash return and invest in opportunities where value creation pathways exist. Historically we have invested in commercial development opportunities, value add multi-family, self- storage, warehouse, flex space, retail centers, NNN leases, and specific operating companies where we can add value through the implementation of technology and operating efficiency. | SF | ||||||||||
| 667 | M4 Investing | James | Mitchell | Partner | Mobile: (813) 731-4961 | james@m4investing.com | 17345 Sweetwater Rd. | Dade City | FL | 33523 | United States of America | North America | University of South Florida | https://www.linkedin.com/in/james-mitchell-967931130/ | Private Equity, Venture Capital | 2.020 | $80M | https://www.linkedin.com/company/m4-investing/ | https://m4investing.com/ | M4 Investing is a private family office, managed by and for the Mitchell Family. We hold investments in real estate, equities, and funds, while also angel investing in technology startups. M4 Investing currently operates five portfolio companies. | SF | ||||
| M4 Investing | George | Mitchell | Partner | george@m4investing.com | 17345 Sweetwater Rd. | Dade City | FL | 33523 | United States of America | North America | Private Equity, Venture Capital | 2.020 | $80M | https://www.linkedin.com/company/m4-investing/ | https://m4investing.com/ | M4 Investing is a private family office, managed by and for the Mitchell Family. We hold investments in real estate, equities, and funds, while also angel investing in technology startups. M4 Investing currently operates five portfolio companies. | SF | ||||||||
| M4 Investing | Mark | Mitchell | Partner | Mobile: (813) 545-7178 | mark@m4investing.com | 17345 Sweetwater Rd. | Dade City | FL | 33523 | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/mark-mitchell-350229173/ | Private Equity, Venture Capital | 2.020 | $80M | https://www.linkedin.com/company/m4-investing/ | https://m4investing.com/ | M4 Investing is a private family office, managed by and for the Mitchell Family. We hold investments in real estate, equities, and funds, while also angel investing in technology startups. M4 Investing currently operates five portfolio companies. | SF | |||||
| M4 Investing | Reid | Mitchell | Partner | reid@m4investing.com | 17345 Sweetwater Rd. | Dade City | FL | 33523 | United States of America | North America | Private Equity, Venture Capital | 2.020 | $80M | https://www.linkedin.com/company/m4-investing/ | https://m4investing.com/ | M4 Investing is a private family office, managed by and for the Mitchell Family. We hold investments in real estate, equities, and funds, while also angel investing in technology startups. M4 Investing currently operates five portfolio companies. | SF | ||||||||
| 668 | M6 Ventures LLC | Samuel | Michan | Principal | (858) 456-6300 | smichan@eleczion.com | 7844 Herschel Ave. | La Jolla | CA | 92037 | United States of America | North America | Harvard University | https://www.linkedin.com/in/samuel-michan-63b759174/ | Real Estate, Commercial Real Estate, Retail, Residential Asset Classes | 2.006 | https://www.linkedin.com/company/m6-ventures-llc/ | M6 Ventures is a Multi-Family Office with presence in the USA & Mexico. We provide each family an integrated solution to managing their estate. | MF | ||||||
| 669 | Mabat-Up | Sagi | Kadury | Chief Financial Officer | 972 369 929 22 | sagi.kadury@gmail.com | Nachmani 14 | Tel Aviv | Israel | Asia | Bar-Ilan University | https://www.linkedin.com/in/sagikadury/ | Capital Markets, Stocks, REITs, Private Equity Funds, Public & Private Companies, Real Estate, Healthcare | info@trecapital.com | https://www.trecapital.com/management/ | https://www.linkedin.com/company/mabat-up/ | Mabat-Up is a Single Family Office of the Puzis family. The group’s long-term strategy is to invest actively and passively in three main sectors: capital markets (Stocks, REITs and other private equity funds, investments), public & private companies and real estate. | SF | |||||||
| Mabat-Up | Oded | Puzis | Director | 972 36 967 080 | InvestorRelations@trecapital.com | Nachmani 14 | Tel Aviv | Israel | Asia | Reichman University | https://www.linkedin.com/in/oded-puzis/ | Capital Markets, Stocks, REITs, Private Equity Funds, Public & Private Companies, Real Estate, Healthcare | info@trecapital.com | https://www.trecapital.com/management/ | https://www.linkedin.com/company/mabat-up/ | Mabat-Up is a Single Family Office of the Puzis family. The group’s long-term strategy is to invest actively and passively in three main sectors: capital markets (Stocks, REITs and other private equity funds, investments), public & private companies and real estate. | SF | ||||||||
| 670 | Machen McChesney | Martin | Williams | Managing Partner | (334) 887-7022, Direct: (334) 321-4207 | (334) 887-7221 | mwilliams@machenmcchesney.com | info@machenmcchesney.com | 1820 East University Drive | Auburn | AL | 36830 | United States of America | North America | Auburn University | https://www.linkedin.com/in/martin-d-williams-912353136/ | Private Equity, Real Estate, Healthcare, M&A, Venture Capital and Hedge Funds | 1.954 | $1B | mwilliams@focuspaysolutions.com | https://www.linkedin.com/company/machen-mcchesney-&-chastain-llp/ | https://www.machenmcchesney.com/ | Machen McChesney provides family office services to individiuals in Alabama and surrounding states. | MF | Montgomery Office: 1761 Taliaferro Trail Montgomery, AL 36117 Phone: (334) 244-8900 Fax: (334) 244-7085 |
| Machen McChesney | Michael | Machen | Partner | (334) 887-7022, Direct: (334) 321-4206 | (334) 887-7221 | mmachen@machenmcchesney.com | info@machenmcchesney.com | 1820 East University Drive | Auburn | AL | 36830 | United States of America | North America | University of North Alabama | https://www.linkedin.com/in/michael-machen-2587b911/ | Private Equity, Real Estate, Healthcare, M&A, Venture Capital and Hedge Funds | 1.954 | $1B | mmachen@focuspaysolutions.com | http://focuspaysolutions.com/ | https://www.machenmcchesney.com/ | Machen McChesney provides family office services to individiuals in Alabama and surrounding states. | MF | Montgomery Office: 1761 Taliaferro Trail Montgomery, AL 36117 Phone: (334) 244-8900 Fax: (334) 244-7085 | |
| 671 | Mactaggart Family & Partners | John | Mactaggart | Chairman | 44 207 491-2948 | 44 207 808-3971 | john@mactaggartfp.com | london@mactaggartfp.com | 2 Babmaes Street | London | SW1Y 6HD | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/john-mactaggart-5b482116b/ | Commercial Real Estate, Hospitality, Hotel, Real Estate Private Equity | 1.896 | https://www.linkedin.com/company/mactaggart-family-&-partners-limited/ | https://mactaggartfp.com/ | Mactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backed real estate private equity firm, Western Heritable focuses on adding value to real estate and creating core assets to be held for the long term. | MF | ||||
| Mactaggart Family & Partners | William | Laxton | UK Chief Executive Officer | 44 207 491-2948 | 44 207 808-3971 | william@mactaggartfp.com | london@mactaggartfp.com | 2 Babmaes Street | London | SW1Y 6HD | United Kingdom | Europe | Oxford Brookes University | https://www.linkedin.com/in/william-laxton/ | Commercial Real Estate, Hospitality, Hotel, Real Estate Private Equity | 1.896 | https://www.linkedin.com/company/mactaggart-family-&-partners-limited/ | https://mactaggartfp.com/ | Mactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backed real estate private equity firm, Western Heritable focuses on adding value to real estate and creating core assets to be held for the long term. | MF | |||||
| Mactaggart Family & Partners | Jack | Mactaggart | Investment and Development Manager | 44 207 491-2948 | 44 207 808-3971 | jack@mactaggartfp.com | london@mactaggartfp.com | 2 Babmaes Street | London | SW1Y 6HD | United Kingdom | Europe | https://www.linkedin.com/in/jack-mactaggart/ | Commercial Real Estate, Hospitality, Hotel, Real Estate Private Equity | 1.896 | https://www.linkedin.com/company/mactaggart-family-&-partners-limited/ | https://mactaggartfp.com/ | Mactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backed real estate private equity firm, Western Heritable focuses on adding value to real estate and creating core assets to be held for the long term. | MF | ||||||
| Mactaggart Family & Partners | Kevin | Sahraie | Chief Financial Officer | (212) 757-9395 | (212) 901-0965 | kevin@mactaggartfp.com | newyork@mactaggartfp.com | 152 West 57th Street, Suite 32N | New York | NY | 10019 | United States of America | North America | Penn State University | https://www.linkedin.com/in/kevin-sahraie-7661aa1a3/ | Commercial Real Estate, Hospitality, Hotel, Real Estate Private Equity | 1.896 | https://www.linkedin.com/company/mactaggart-family-&-partners-limited/ | https://mactaggartfp.com/ | Mactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backed real estate private equity firm, Western Heritable focuses on adding value to real estate and creating core assets to be held for the long term. | MF | ||||
| 672 | Maigaard & Molbech | Bertel | Maigaard | CEO & Director | 45 12087 3037 | 45 2087 3037 | bertel@maigaard-molbech.dk | Amaliegade 22, 1. sal | København | K 1256 | Denmark | Europe | Københavns Universitet - University of Copenhagen | https://www.linkedin.com/in/bertel-maigaard-9842a25/ | Real Estate, Private Equity | 2.916 | DKK 5B | https://www.linkedin.com/company/maigaard-molbech/ | https://www.maigaard-molbech.com/ | Maigaard & Molbech is a full service multi family office, handling all aspects of our clients business areas. We invest on behalf of our clients in Real Estate and Private Equity, through our in-house investment division. | MF | ||||
| 673 | Maintree – Family Office Management | Marina | de Sá Borges | Managing Director | 351 213 466 088 | 351 215 893 962 | marina.sa.borges@empresasfamiliares.pt | maintree@maintree.pt | Rua Tierno Galvan, Empreendimento das Amoreiras, Torre 3 – Sala 608 | Lisbon | 1070-274 | Portugal | Europe | Tax Consulting, Real Estate Consulting, Asset protection, Protocol, Governance and Family Succession Planning, Classic Car Multi-Office, Art, Travel/tourism Consulting, Concierge Services | 2.015 | https://www.linkedin.com/company-beta/24428977/ | https://maintree.pt/ | Maintree is a Multi-Family Office that was born out of the growing need of Portuguese and foreign families for wealth management. With integrated counselling, Maintree provides independent and professional support with access – either directly with us or through our outsourcers. We have established a number of partnerships with nationally and internationally renowned bodies, such us, foreign family offices, allowing us to offer a great variety of integrated services and opportunities in wide range of fields and regions in an increasingly globalised and connected world. | MF | ||||||
| Maintree – Family Office Management | Peter | Villax | President | 351 213 466 088 | 351 215 893 962 | pvillax@empresasfamiliares.pt | maintree@maintree.pt | Rua Tierno Galvan, Empreendimento das Amoreiras, Torre 3 – Sala 608 | Lisbon | 1070-274 | Portugal | Europe | Tax Consulting, Real Estate Consulting, Asset protection, Protocol, Governance and Family Succession Planning, Classic Car Multi-Office, Art, Travel/tourism Consulting, Concierge Services | 2.015 | https://www.linkedin.com/company-beta/24428977/ | https://maintree.pt/ | Maintree is a Multi-Family Office that was born out of the growing need of Portuguese and foreign families for wealth management. With integrated counselling, Maintree provides independent and professional support with access – either directly with us or through our outsourcers. We have established a number of partnerships with nationally and internationally renowned bodies, such us, foreign family offices, allowing us to offer a great variety of integrated services and opportunities in wide range of fields and regions in an increasingly globalised and connected world. | MF | |||||||
| Maintree – Family Office Management | Luis | Tourais de Matos | Senior Business Consultant | 351 215 893 961 | 351 215 893 962 | luistmatos@sapo.pt | maintree@maintree.pt | Empreendimento das Amoreiras, Torre 3 – Sala 608 | Lisbon | 1070-274 | Portugal | Europe | Universidade Nova de Lisboa | https://www.linkedin.com/in/luistouraismatos/ | Tax Consulting, Real Estate Consulting, Asset protection, Protocol, Governance and Family Succession Planning, Classic Car Multi-Office, Art, Travel/tourism Consulting, Concierge Services | 2.015 | https://www.linkedin.com/company/maintree-family-office-management/ | https://maintree.pt/ | Maintree is a Multi-Family Office that was born out of the growing need of Portuguese and foreign families for wealth management. With integrated counselling, Maintree provides independent and professional support with access – either directly with us or through our outsourcers. We have established a number of partnerships with nationally and internationally renowned bodies, such us, foreign family offices, allowing us to offer a great variety of integrated services and opportunities in wide range of fields and regions in an increasingly globalised and connected world. | MF | |||||
| 674 | Maitland Family Office | Barbara | Marx | Tax Manager | 27 117 065 341 | 27 216 818 100 | Barbara.Marx@maitlandgroup.com | 18 Fricker Road, Illovo | Johannesburg | 2196 | South Africa | Africa | https://www.linkedin.com/in/barbara-marx-0245641a/ | Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology | 2.000 | $17B | shanusha@talaria.co.za, caitlin@talaria.co.za | https://www.linkedin.com/company/maitland/ | https://www.maitlandgroup.com/ | Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. | MF | ||||
| Maitland Family Office | Jon | Hugill | Managing Director of Fund Services | 27 216 818 337 | 27 216 818 100 | jon.hugill@maitlandgroup.co.za | Maitland House 1, River Park, Gloucester Road | Mowbray | 7700 | South Africa | Africa | University of Cape Town | https://www.linkedin.com/in/jonhugill/ | Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology | 2.000 | $17B | https://www.linkedin.com/company/maitland/ | https://www.maitlandgroup.com/ | Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. | MF | |||||
| Maitland Family Office | Jacolene | Otto | Head of Private Equity & Real Estate | Direct: 352 4 025 051 | jacolene.otto@maitlandgroup.co.za | 58, rue Charles Martel | Luxembourg | L-2134 | Luxembourg | Europe | Stellenbosch University | https://www.linkedin.com/in/jacolene-otto/ | Private Equity, Real Estate, Venture Capital, Hedge Funds and M&A, Technology | 2.000 | $17B | https://www.linkedin.com/company/maitland/ | https://www.maitlandgroup.com/ | Maitland Family Office is one of the largest independent multi-family offices in South Africa. Maitland Family Office provides the full spectrum of international family office services ranging from family governance and legal advice to the set-up and management of structures, investment advisory, consolidated reporting and fiduciary services, as well as accounting and tax compliance. | MF | Physical Address: Block A, Ground Floor, Coachman’s Crossing Office Park No. 4 Brian Street, Bryanston, Gauteng | |||||
| 675 | Maitri Asset Management | 65 6387 7777 | info@tolaram.com | 1A International Business Park, #12-02 | Singapore | 609933 | Singapore | Asia | Consumer Goods, Digital Services, Energy, Infrastructure, Distribution, Financial Services, Paper Products, Real Estate, Textiles | 2.015 | https://www.linkedin.com/company/maitri-asset-management/ | https://maitriam.com/ | Maitri Asset Management was founded as the Tolaram family office in 2015 and has since grown to become a licensed fund manager focused on active responsible investment management. A globally connected private investment vehicle headquartered in Singapore, Maitri Asset Management offers outside investors access to some of the world’s premier investment opportunities. The firm is led by a strong set of values and responsible investing principles with a focus on ESG, and aims to preserve and grow the wealth of its clients for generations to come. Maitri Asset Management is a signatory to the United Nations-supported Principles for Responsible Investment (“UNPRI”), with 25% of earnings going to the Ishk Tolaram Foundation which provides access to quality education, healthcare and skills training to underserved individuals in Indonesia, Nigeria, Singapore and Estonia. | SF | |||||||||||
| 676 | Major Domus Pty Ltd | Marc | Geary | Managing Director & CIO | 61 8 6557 8827 | marc@mdmfo.com | Level 25, 108 St. George’s Terrace | Perth | WA | 6000 | Australia | Australia / Oceania | University of Sydney | https://www.linkedin.com/in/marcgearyfamilyoffice/ | Macro-Asset Allocation, Venture Investment, M&A, Private Equity, Direct Property, Mergers and Acquisitions | 2.014 | https://www.linkedin.com/company/major-domus-mfo/ | https://www.mdmfo.com/ | Major Domus is a boutique investment advisory multi-family office specializing in macro-asset allocation and venture investment strategies. This includes junior M&A deals, private equity and direct property. The firm’s clients and partners include a niche of international business participants, and high net-worth families. As a multi-family office, Major Domus is always seeking entrepreneurial families to partner with our Office for asset management and co-investment deals. Typically we partner with families’ private banks and provide fiduciary asset management over these assets, and then add other family business services as required. | MF | |||||
| Major Domus Pty Ltd | Ray | Warhola | Chairman | 61 8 6557 8827 | ray@mdmfo.com | Level 25, 108 St. George’s Terrace | Perth | WA | 6000 | Australia | Australia / Oceania | St. John's University | https://www.linkedin.com/in/ray-warhola-b85a13a/ | Macro-Asset Allocation, Venture Investment, M&A, Private Equity, Direct Property, Mergers and Acquisitions | 2.014 | https://www.linkedin.com/company/major-domus-mfo/ | https://www.mdmfo.com/ | Major Domus is a boutique investment advisory multi-family office specializing in macro-asset allocation and venture investment strategies. This includes junior M&A deals, private equity and direct property. The firm’s clients and partners include a niche of international business participants, and high net-worth families. As a multi-family office, Major Domus is always seeking entrepreneurial families to partner with our Office for asset management and co-investment deals. Typically we partner with families’ private banks and provide fiduciary asset management over these assets, and then add other family business services as required. | MF | ||||||
| Major Domus Pty Ltd | David | Louie | Governance Board | 61 8 6557 8827 | david@mdmfo.com | Level 25, 108 St. George’s Terrace | Perth | WA | 6000 | Australia | Australia / Oceania | https://www.linkedin.com/in/david-louie-0637b814/ | Macro-Asset Allocation, Venture Investment, M&A, Private Equity, Direct Property, Mergers and Acquisitions | 2.014 | david.louie@keiretsuforum.com | https://www.keiretsuforum.com/ | https://www.mdmfo.com/ | Major Domus is a boutique investment advisory multi-family office specializing in macro-asset allocation and venture investment strategies. This includes junior M&A deals, private equity and direct property. The firm’s clients and partners include a niche of international business participants, and high net-worth families. As a multi-family office, Major Domus is always seeking entrepreneurial families to partner with our Office for asset management and co-investment deals. Typically we partner with families’ private banks and provide fiduciary asset management over these assets, and then add other family business services as required. | MF | ||||||
| 677 | Malloy & Company | Bill | Malloy | Board Member & President | (858) 492-8050 | (858) 777-5693 | bmalloy@gmail.com | info@malloyandco.com | 325 Pacific Avenue | San Francisco | CA | 94111 | United States of America | North America | Stanford University | https://www.linkedin.com/in/bmalloyiii/ | Private Equity, Real Estate, Retail Business, Venture Capital | 1.835 | lj@swayvc.com | https://www.linkedin.com/company/malloy-&-company/ | https://malloyandco.com/ | Founded in 1835, Malloy and Company is a single family office, dedicated to fostering innovation that drives positive change in the community & environment, by focusing on the three key principles of authenticity, innovation and sustainability. Under William M. Malloy, Jr. and Bill Malloy III’s leadership, Malloy and Company is dedicated to the mission of fostering innovation that drives positive change for the community and environment by focusing on the three key principles of authenticity, innovation and sustainability. | SF | ||
| Malloy & Company | William | Malloy | President | (858) 492-8050 | (858) 777-5693 | bmalloy@malloyandco.com | info@malloyandco.com | 325 Pacific Avenue | San Francisco | CA | 94111 | United States of America | North America | Private Equity, Real Estate, Retail Business, Venture Capital | 1.835 | https://www.linkedin.com/company/malloy-&-company/ | https://malloyandco.com/ | Founded in 1835, Malloy and Company is a single family office, dedicated to fostering innovation that drives positive change in the community & environment, by focusing on the three key principles of authenticity, innovation and sustainability. Under William M. Malloy, Jr. and Bill Malloy III’s leadership, Malloy and Company is dedicated to the mission of fostering innovation that drives positive change for the community and environment by focusing on the three key principles of authenticity, innovation and sustainability. | SF | ||||||
| 678 | Man Capital, LLC | Nikhil | Malik | Partner | 44 207 838-7300 | 44 207 838-7339 | Nmalik@mancapllp.com | enquiry@mancapllp.com | 25 Berkeley Square | London | W1J 6HN | United Kingdom | Europe | Education, Healthcare, Logistics, Oil & Gas, Real Estate, Technology, Telecoms, Communication, Real Estate, Coffee Chain | $5B | https://www.mansourgroup.com/ | https://www.man-capital.com/ | Man Capital LLC is the investment arm and single family office of the Mansour Family, which owns one of Egypt’s most important conglomerates. The family conglomerate is run by three brothers; Forbes estimates their fortune to be in the amount of $5B. | SF | ||||||
| Man Capital, LLC | Loutfy | Mansour | Chief Executive Officer | 44 207 838-7300 | 44 207 838-7339 | lmansour@mancapllp.com | enquiry@mancapllp.com | 1 Knightsbridge | London | SW1X 7LX | United Kingdom | Europe | Georgetown University | https://www.linkedin.com/in/loutfy-mansour-16b323a6/ | Education, Healthcare, Logistics, Oil & Gas, Real Estate, Technology, Telecoms, Communication, Real Estate, Coffee Chain | $5B | info@mantracgroup.com | https://www.linkedin.com/company/mantrac-group/ | https://www.man-capital.com/ | Man Capital LLC is the investment arm and single family office of the Mansour Family, which owns one of Egypt’s most important conglomerates. The family conglomerate is run by three brothers; Forbes estimates their fortune to be in the amount of $5B. | SF | ||||
| Man Capital, LLC | Nikolaj | Bertelsen | Partner | 44 207 838-7300 | 44 207 838-7339 | nbertelsen@mancapllp.com | enquiry@mancapllp.com | 1 Knightsbridge | London | SW1X 7LX | United Kingdom | Europe | Copenhagen Business School | https://www.linkedin.com/in/nikolaj-bertelsen-b47426/ | Education, Healthcare, Logistics, Oil & Gas, Real Estate, Technology, Telecoms, Communication, Real Estate, Coffee Chain | $5B | https://www.mansourgroup.com/ | https://www.man-capital.com/ | Man Capital LLC is the investment arm and single family office of the Mansour Family, which owns one of Egypt’s most important conglomerates. The family conglomerate is run by three brothers; Forbes estimates their fortune to be in the amount of $5B. | SF | |||||
| 679 | Manchester Capital Management LLC | Jeffrey | Hall | Senior Managing Director | (802) 362-4410 | (802) 362-1377 | jhall@mcmllc.com | 3657 Main Street, P.O. Box 416 | Manchester | VT | 5254 | United States of America | North America | University of Virginia | https://www.linkedin.com/in/jeffrey-hall-9a3138a/ | Global mandate interested in real estate as well as private equity investments. | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | |||
| Manchester Capital Management LLC | Lydia | Lombard | Family Office Controller | (802) 362-4410 | (802) 362-1377 | llombard@mcmllc.com | 3657 Main Street, P.O. Box 416 | Manchester | VT | 5254 | United States of America | North America | Sonoma State University | https://www.linkedin.com/in/lydialombard/ | Global mandate interested in real estate as well as private equity investments. | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | ||||
| Manchester Capital Management LLC | Scott | Swenor | Chief Financial Officer & Partner | (802) 362-4410 | (802) 362-1377 | sswenor@mcmllc.com | 3657 Main Street, P.O. Box 416 | Manchester | VT | 5254 | United States of America | North America | Bryant University | https://www.linkedin.com/in/scott-swenor-3a3a932/ | Global mandate interested in real estate as well as private equity investments. | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | ||||
| Manchester Capital Management LLC | Bartholomew | Earley | Director of Investment Research | (802) 362-4410 | (802) 362-1377 | bearley@mcmllc.com | P.O. Box 416 | Manchester | VT | 05254 | United States of America | North America | https://www.linkedin.com/in/bart-earley-6a269a26/ | Real Estate, Private Equity | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | Physical Address: 3657 Main Street Manchester, VT 05254 United States of America | ||||
| Manchester Capital Management LLC | Brian | Vogel | Wealth Manager | (802) 362-4410 | (802) 362-1377 | bvogel@mcmllc.com | P.O. Box 416 | Manchester | VT | 05254 | United States of America | North America | Stanford University | https://www.linkedin.com/in/brianjvogel/ | Real Estate, Private Equity | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | Physical Address: 3657 Main Street Manchester, VT 05254 United States of America | |||
| Manchester Capital Management LLC | Morgan | Roberts | Wealth Manager | (802) 362-4410 | (802) 362-1377 | mroberts@mcmllc.com | P.O. Box 416 | Manchester | VT | 05254 | United States of America | North America | https://www.linkedin.com/in/morgan-roberts-7b9a6b212/ | Real Estate, Private Equity | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | Physical Address: 3657 Main Street Manchester, VT 05254 United States of America | ||||
| Manchester Capital Management LLC | Ted | Cronin | Chief Executive Officer | (802) 362-4410 | (802) 362-1377 | tcronin@mcmllc.com | P.O. Box 416 | Manchester | VT | 05254 | United States of America | North America | https://www.linkedin.com/in/ted-cronin-a1782014/ | Real Estate, Private Equity | 1.993 | $3B | https://www.linkedin.com/company/manchester-capital-management/ | https://mcmllc.com/ | Manchester Capital Management is, and has been since its inception, a Family Office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. | MF | Physical Address: 3657 Main Street Manchester, VT 05254 United States of America | ||||
| 680 | 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 | Ludwig-Maximilians-Universität München | https://www.linkedin.com/in/dr-gesine-reinmuth-32690b93/ | Physical Address: Meierhofstrasse 110 9495 Triesen Principality of Liechtenstein | 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 | ||||||
| 681 | Manoharan Capital Pty Ltd | Rajiv | Manoharan | Principal | Mobile: 61 4 1620 7978 | rajiv@manocapital.com | 477 Collins St., L35 | Melbourne | VIC | 3000 | Australia | Australia / Oceania | Deakin University | https://www.linkedin.com/in/rajivmanoharan/ | Global, Real Estate, Venture Capital, Private Equity, Angel, Seed, Technology | 2.016 | info@efrontier.ch | https://www.linkedin.com/in/andrew-johnston-0116023/ | https://www.manoharancapital.com/ | Private investment company and Family Office for the Manoharan Family. | SF | ||||
| 682 | Mantucket Capital | Brian | Mankwitz | Managing Director | (303) 397-8888 | (303) 397-8889 | brianm@mantucket.com | 5251 DTC Parkway, Suite 995 | Greenwood Village | CO | 80111 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/brian-mankwitz-b61b0b8/ | Private Equity, Private Debt, and Special Situations across a number of industries including Energy, Natural Resources, Industrials, Software/Technology, Financial Services, and Real Estate | 1.998 | $1B | terran@mantucket.com | https://www.linkedin.com/company/mantucket-capital/ | https://www.mantucket.com/ | Mantucket Capital, a single family office with over $1 billion of assets under management based in Denver, Colorado. We invest in private equity, private debt, and special situations across a number of industries including energy, natural resources, industrials, software/technology, financial services, and real estate. We are a group of 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. | SF | ||
| Mantucket Capital | Shelby | Taffet | Senior Associate | (303) 397-8888 | (303) 397-8889 | shelbyt@mantucket.com | 5251 DTC Parkway, Suite 995 | Greenwood Village | CO | 80111 | United States of America | North America | Rice University | https://www.linkedin.com/in/shelbytaffet/ | Private Equity, Private Debt, and Special Situations across a number of industries including Energy, Natural Resources, Industrials, Software/Technology, Financial Services, and Real Estate | 1.998 | $1B | https://www.linkedin.com/company/mantucket-capital/ | https://www.mantucket.com/ | Mantucket Capital, a single family office with over $1 billion of assets under management based in Denver, Colorado. We invest in private equity, private debt, and special situations across a number of industries including energy, natural resources, industrials, software/technology, financial services, and real estate. We are a group of 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. | SF | ||||
| Mantucket Capital | Ian | McLeod | Associate | (303) 397-8888 | (303) 397-8889 | ianm@mantucket.com | 5251 DTC Parkway, Suite 995 | Greenwood Village | CO | 80111 | United States of America | North America | Northern Arizona University | https://www.linkedin.com/in/ian-mcleod-cfa-8529b135/ | Private Equity, Private Debt, and Special Situations across a number of industries including Energy, Natural Resources, Industrials, Software/Technology, Financial Services, and Real Estate | 1.998 | $1B | https://www.linkedin.com/company/mantucket-capital/ | https://www.mantucket.com/ | Mantucket Capital, a single family office with over $1 billion of assets under management based in Denver, Colorado. We invest in private equity, private debt, and special situations across a number of industries including energy, natural resources, industrials, software/technology, financial services, and real estate. We are a group of 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. | SF | ||||
| 683 | Marcard, Stein & Co. AG | Thomas | Borghardt | Board Director | Direct: 49 403 209-9289 | 49 403 209-9206 | tborghardt@marcard.de | marcard@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | University of Hamburg | https://www.linkedin.com/in/thomas-borghardt-82051813/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | ||||
| Marcard, Stein & Co. AG | Thomas | Fischer | Board Director | Direct: 49 403 209-9556 | 49 403 209-9206 | tfischer@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | https://www.linkedin.com/in/thomas-r-fischer-7ab20a141/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | ||||||
| Marcard, Stein & Co. AG | Iris | Roller | Senior Family Officer | 49 403 209-9386 | 49 403 209-9206 | iroller@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | fundservices@marcard.de | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | ||||||
| Marcard, Stein & Co. AG | Michael | Heyden | Family Officer | 49 403 209-9386 | 49 403 209-9206 | mheyden@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | Leeds Beckett University | https://www.linkedin.com/in/michael-heyden-464ba133/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| Marcard, Stein & Co. AG | Nils | Breckling | Investment Manager Private Equity | 49 403 209-9386 | 49 403 209-9206 | nbreckling@marcard.de | fundservices@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | University of Hamburg | https://www.linkedin.com/in/nils-breckling-cfa-72889170/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| Marcard, Stein & Co. AG | Sascha | Sander | Family Office Director | 49 403 209-9386 | 49 403 209-9206 | ssander@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | EBS Universität für Wirtschaft und Recht | https://www.linkedin.com/in/sascha-r-sander-5b01b4136/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| Marcard, Stein & Co. AG | Christian | Koch | Family Officer | 49 403 209-9386 | 49 403 209-9206 | ckoch@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | https://www.linkedin.com/in/christian-koch-3a4658/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | ||||||
| Marcard, Stein & Co. AG | Christoph | Kind | Chief Investment Officer | Direct: 49 403 209-9319 | 49 403 209-9299 | ckind@marcard.de | fundservices@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | Goethe University Frankfurt | https://www.linkedin.com/in/christoph-kind-009a592a/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| Marcard, Stein & Co. AG | Yan | Stegert | Senior Associate Family Officer | Direct: 49 403 209-9228 | 49 403 209-9300 | ystegert@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | University of Hamburg | https://www.linkedin.com/in/yan-stegert/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| Marcard, Stein & Co. AG | Jörg | Eschweiler | General Manager | 49 403 209-9369 | 49 403 209-9206 | jeschweiler@marcard.de | family_office@marcard.de | Ballindamm 36 | Hamburg | 20095 | Germany | Europe | Hamburg University of Technology | https://www.linkedin.com/in/jörg-eschweiler-398876210/ | Due Diligence, Private Equity Funds, Real Estate, Hedge Funds, Alternative Investments, Technology | 1.790 | https://www.linkedin.com/company/marcard/ | https://www.marcard.de/ | Marcard, Stein & Co provides the full range of family office services required to comprehensively manage highly diversified family assets. Based on two important characteristics we differentiate clearly from other participants on the German market. | MF | |||||
| 684 | Marcena Capital Ltd. | Dhruv | Sharma | Chief Executive Officer | 44 208 144-3348 | assets@marcenacapital.com | analyst@marcenacapital.com | 15 Stratton Street | London | W1J 8LQ | United Kingdom | Europe | University of Warwick | https://www.linkedin.com/in/dhruvsharmasap/ | Infrastructure, Private Equity, Turnaround, Buyout, Growth, Secondaries, Venture Capital, Property, Commercial Real Estate, Development, Retail, Residential Real Estate across Europe, the Americas, and Asia | 2.012 | https://www.linkedin.com/company/marcena-capital-ltd/ | https://marcenacapital.com/ | Marcena Capital was formed in early 2010s as a successor to 'SAP', a Multi-Family Office. Prior to this 'SAP' began as a Single Family Office before advising third party clients. Marcena Capital Ltd provides asset allocation, financing, fiduciary, portfolio, and exit advice to its core client group. | MF | |||||
| Marcena Capital Ltd. | Michael | Hecht | Member of the Executive Advisory Board | 44 780 923-9018 | michael@hecht.dk | analyst@marcenacapital.com | 15 Stratton Street | London | W1J 8LQ | United Kingdom | Europe | https://www.linkedin.com/in/hechtlondon/ | Infrastructure, Private Equity, Turnaround, Buyout, Growth, Secondaries, Venture Capital, Property, Commercial Real Estate, Development, Retail, Residential Real Estate across Europe, the Americas, and Asia | 2.012 | michael@hecht.uk | http://www.hecht.uk/ | https://marcenacapital.com/ | Marcena Capital was formed in early 2010s as a successor to 'SAP', a Multi-Family Office. Prior to this 'SAP' began as a Single Family Office before advising third party clients. Marcena Capital Ltd provides asset allocation, financing, fiduciary, portfolio, and exit advice to its core client group. | MF | ||||||
| Marcena Capital Ltd. | Sach | Chandaria | Member of the Executive Advisory Board | 44 780 923-9018 | prasino.office@prasino.ch | analyst@marcenacapital.com | 15 Stratton Street | London | W1J 8LQ | United Kingdom | Europe | Brown University / Harvard Business School | https://www.linkedin.com/in/sach-chandaria-587180177/ | Infrastructure, Private Equity, Turnaround, Buyout, Growth, Secondaries, Venture Capital, Property, Commercial Real Estate, Development, Retail, Residential Real Estate across Europe, the Americas, and Asia | 2.012 | https://www.prasino.ch/ | https://marcenacapital.com/ | Marcena Capital was formed in early 2010s as a successor to 'SAP', a Multi-Family Office. Prior to this 'SAP' began as a Single Family Office before advising third party clients. Marcena Capital Ltd provides asset allocation, financing, fiduciary, portfolio, and exit advice to its core client group. | MF | ||||||
| 685 | Marco Polo, Inc. | Michael | LaFever | Managing Director & CFO | (310) 270-4125 | michael@marcopolodwh.com | info@marcopolodwh.com | 11455 El Camino Real #305 | San Diego | CA | 92130 | United States of America | North America | https://www.linkedin.com/in/michael-lafever-aa1247a/ | Commercial Real Estate, Residental Real Estate, Venture Capital, Foundation | mlafever@gdba.com | https://gdba.com/ | http://marcopolodwh.com/ | Marco Polo is a private single family office (SFO). | SF | |||||
| Marco Polo, Inc. | Tony | Rowe | Chief Executive Officer | Direct: (760) 861-5881 | (310) 270-4125 | tony@marcopolodwh.com | info@marcopolodwh.com | 11455 El Camino Real #305 | San Diego | CA | 92130 | United States of America | North America | Commercial Real Estate, Residental Real Estate, Venture Capital, Foundation, Philanthropy | http://marcopolodwh.com/ | Marco Polo is a private single family office (SFO). | SF | ||||||||
| 686 | Markab Capital | Ahmad | Alomani | Co-Founder | 965 2220-7048 | 965 2251-8095 | alomani@markabcapital.com | info@markabcapital.com | P.O. Box 39553 | Kuwait City | 73056 | Kuwait | Asia | Kuwait University | https://www.linkedin.com/in/ahmadalomani/ | Private Equity, Real Estate | 1.970 | $1B | 44 203 868-6144 | https://markabcapital.com/ | Markab Capital is a leading Middle East focused multi-family office and Merchant Bank. The firm also provides traditional financial advice and capital raising solutions to corporate clients in connection with recapitalizations, mergers and acquisitions, restructuring and other strategic transactions. We can use our own proprietary capital to invest, which integrates funding with our advisory expertise. | MF | |||
| Markab Capital | Spencer | Wilson | Co-Founder & Managing Director | 965 2220-7048 | 965 2251-8095 | swilson@markabcapital.com | info@markabcapital.com | P.O. Box 39553 | Kuwait City | 73056 | Kuwait | Asia | Private Equity, Real Estate | 1.970 | $1B | 44 203 868-6144 | https://markabcapital.com/ | Markab Capital is a leading Middle East focused multi-family office and Merchant Bank. The firm also provides traditional financial advice and capital raising solutions to corporate clients in connection with recapitalizations, mergers and acquisitions, restructuring and other strategic transactions. We can use our own proprietary capital to invest, which integrates funding with our advisory expertise. | MF | ||||||
| 687 | Marperger s.r.o. | Robert | Ferstl | Managing Director | Mobile: 49 151 5046-9593 | gf@baden-board.de | info@marperger.com | Guldenerova 907/43 | Plzen | CZ-32600 | Czech Republic | Europe | Karlsruhe Institute of Technology (KIT) | https://www.linkedin.com/in/robert-f-35b1996b/ | Real Estate | 2.010 | €200M | https://www.baden-board.com/ | https://www.marperger.com/ | The MARPERGER Group, an independent family office of the German-Czech entrepreneurial family Ferstl, is based out of Bohemia / Czech Republic. It carries out investments in various industries, and real estate, in particular in midsized companies ranging EUR 20m to EUR 200m revenues and traceable improvement potential. | SF | ||||
| 688 | Marr Holdings | Carolyn | Kristal | Financial Director | 27 210 351 288 | carolyn@marrholdings.com | Suite 319, 3rd Floor, Sovereign Quay, 34 Somerset Road | Cape Town | 8001 | South Africa | Africa | Stellenbosch University | https://www.linkedin.com/in/carolyn-kristal-ca-sa-71797a17b/ | Private Equity, Real Estate, Property | 2.016 | https://www.linkedin.com/company/marrholdings/ | https://www.marrholdings.com/ | Marr Holdings – a private single-family office. Marr Holdings is a real estate focused family office. We have a flexible and entrepreneurial approach to investments, and embrace all opportunities with a solution driven mindset. As a family office, our priority is capital preservation requiring the appropriate levels of governance and due diligence on all transactions. We employ a hands-on approach to all our investments with the objective of adding value to both ourselves and our investment partners, where applicable. We are pro-active, responsive and act expeditiously. Currently, our real estate interests are predominantly located in South Africa. We now actively seek global opportunities to expand and diversify. The markets we are focusing on are North America, the UK and Europe. The location of the future investments will be relationship and opportunity dependent. We welcome both outright acquisitions and joint venture opportunities. | SF | ||||||
| Marr Holdings | Kevin | Van Straaten | Investment Manager | 27 210 351 288 | kevin@marrholdings.com | Suite 319, 3rd Floor, Sovereign Quay, 34 Somerset Road | Cape Town | 8001 | South Africa | Africa | University of the Witwatersrand | https://www.linkedin.com/in/kevin-van-straaten/ | Private Equity, Real Estate, Property | 2.016 | https://www.linkedin.com/company/marrholdings/ | https://www.marrholdings.com/ | Marr Holdings – a private single-family office. Marr Holdings is a real estate focused family office. We have a flexible and entrepreneurial approach to investments, and embrace all opportunities with a solution driven mindset. As a family office, our priority is capital preservation requiring the appropriate levels of governance and due diligence on all transactions. We employ a hands-on approach to all our investments with the objective of adding value to both ourselves and our investment partners, where applicable. We are pro-active, responsive and act expeditiously. Currently, our real estate interests are predominantly located in South Africa. We now actively seek global opportunities to expand and diversify. The markets we are focusing on are North America, the UK and Europe. The location of the future investments will be relationship and opportunity dependent. We welcome both outright acquisitions and joint venture opportunities. | SF | |||||||
| 689 | Marron Capital LLC | Anthony | Persico | CEO & CFO | apersico@marroncapital.com | 595 Madison Ave. | New York | NY | 10022 | United States of America | North America | Villanova University / Columbia Business School | https://www.linkedin.com/in/anthony-persico-b615a114/ | Real Estate, Long-only Equities, Hedge Funds, Alternative Investments, Buyouts, Venture Capital | https://www.linkedin.com/company/marron-capital/ | https://www.marroncapital.com/ | Marron Capital is a private investment firm that represents the interests of the Marron family. We were founded over a decade ago by Donald B. Marron. We employ a long-term approach and oversee a portfolio of real estate holdings as well as top tier investment managers across long-only equities, hedge funds, buyouts, and venture capital. Our capital is captive, multi-generational, and flexible. We have no holding period restrictions, external operating constraints, or preconceived biases. Our goal is simple: compound capital by partnering with exceptionally talented and likeminded investors. | SF | |||||||
| Marron Capital LLC | Danielle | Klimek | Controller | dklimek@marroncapital.com | 595 Madison Ave. | New York | NY | 10022 | United States of America | North America | Ball State University | https://www.linkedin.com/in/danielle-klimek-0318a34/ | Real Estate, Long-only Equities, Hedge Funds, Alternative Investments, Buyouts, Venture Capital | https://www.linkedin.com/company/marron-capital/ | https://www.marroncapital.com/ | Marron Capital is a private investment firm that represents the interests of the Marron family. We were founded over a decade ago by Donald B. Marron. We employ a long-term approach and oversee a portfolio of real estate holdings as well as top tier investment managers across long-only equities, hedge funds, buyouts, and venture capital. Our capital is captive, multi-generational, and flexible. We have no holding period restrictions, external operating constraints, or preconceived biases. Our goal is simple: compound capital by partnering with exceptionally talented and likeminded investors. | SF | ||||||||
| Marron Capital LLC | Matt | Hershey | Chief Investment Officer | mhershey@marroncapital.com | 595 Madison Ave. | New York | NY | 10022 | United States of America | North America | Kenyon College / NYU Stern School of Business | https://www.linkedin.com/in/matthershey/ | Real Estate, Long-only Equities, Hedge Funds, Alternative Investments, Buyouts, Venture Capital | https://www.linkedin.com/company/marron-capital/ | https://www.marroncapital.com/ | Marron Capital is a private investment firm that represents the interests of the Marron family. We were founded over a decade ago by Donald B. Marron. We employ a long-term approach and oversee a portfolio of real estate holdings as well as top tier investment managers across long-only equities, hedge funds, buyouts, and venture capital. Our capital is captive, multi-generational, and flexible. We have no holding period restrictions, external operating constraints, or preconceived biases. Our goal is simple: compound capital by partnering with exceptionally talented and likeminded investors. | SF | ||||||||
| Marron Capital LLC | Richard | Sterne | Managing Director | rsterne@marroncapital.com | 595 Madison Ave. | New York | NY | 10022 | United States of America | North America | Real Estate, Long-only Equities, Hedge Funds, Alternative Investments, Buyouts, Venture Capital | https://www.linkedin.com/company/marron-capital/ | https://www.marroncapital.com/ | Marron Capital is a private investment firm that represents the interests of the Marron family. We were founded over a decade ago by Donald B. Marron. We employ a long-term approach and oversee a portfolio of real estate holdings as well as top tier investment managers across long-only equities, hedge funds, buyouts, and venture capital. Our capital is captive, multi-generational, and flexible. We have no holding period restrictions, external operating constraints, or preconceived biases. Our goal is simple: compound capital by partnering with exceptionally talented and likeminded investors. | SF | ||||||||||
| Marron Capital LLC | Lily | Grantcharova | Investment Associate | lgrantcharova@marroncapital.com | 595 Madison Ave. | New York | NY | 10022 | United States of America | North America | University of Chicago | https://www.linkedin.com/in/lilygrant/ | Real Estate, Long-only Equities, Hedge Funds, Alternative Investments, Buyouts, Venture Capital | https://www.linkedin.com/company/marron-capital/ | https://www.marroncapital.com/ | Marron Capital is a private investment firm that represents the interests of the Marron family. We were founded over a decade ago by Donald B. Marron. We employ a long-term approach and oversee a portfolio of real estate holdings as well as top tier investment managers across long-only equities, hedge funds, buyouts, and venture capital. Our capital is captive, multi-generational, and flexible. We have no holding period restrictions, external operating constraints, or preconceived biases. Our goal is simple: compound capital by partnering with exceptionally talented and likeminded investors. | SF | ||||||||
| 690 | Marwitz Family Office | Julian | Marwitz | President | 49 152 06 077 996 | contact@arineos.com | Hebelstraße 3 | Frankfurt | D-60318 | Germany | Europe | University of Oxford | https://www.linkedin.com/in/julianmarwitz/ | Private Equity, Real Estate, Co2 Emissions, Sustainable Way, Consuming Energy | http://www.arineos.com/about-us.html | Julian Marwitz is a family member of Marwitz Family Office, a Single-family office from Germany with close links to the largest shopping mall owner in Europe. | SF | ||||||||
| 691 | Massar Investments Llc | Faisal | Pasha | Investments Associate | 971 4 207 7544 | faisal@massar.ae | P.O. Box 1250,Unit 03 , Level 1, Currency Tower 2, Dubai International Financial Centre | Dubai | United Arab Emirates | Asia | The University of Manchester | https://www.linkedin.com/in/faisal-pasha-b4128261/ | Private Equity, Real Estate, Agriculture & Technology | 2.011 | Established in 2011, Massar Investments is a single-family office located in Dubai, UAE. The firm is responsible for managing and investing the wealth of Abdulaziz Al Ghurair. | SF | |||||||||
| Massar Investments Llc | Emile | Farsoun | Chief Investment Officer | 971 4 207 7544 | efarsoun@gmail.com | P.O. Box 1250,Unit 03 , Level 1, Currency Tower 2, Dubai International Financial Centre | Dubai | United Arab Emirates | Asia | Boston College | https://www.linkedin.com/in/emile-farsoun-06038a31/ | Private Equity, Real Estate, Agriculture & Technology | 2.011 | Established in 2011, Massar Investments is a single-family office located in Dubai, UAE. The firm is responsible for managing and investing the wealth of Abdulaziz Al Ghurair. | SF | ||||||||||
| 692 | Mavros Capital | Isaac | Richard III | Chief Executive Officer | (424) 324-2631 | isaac@mavroscapitalgroup.com | info@mavroscapitalgroup.com | 355 S. Grand Ave., Suite 2450 | Los Angeles | CA | 90071 | United States of America | North America | Pitzer College | https://www.linkedin.com/in/isaacrichard/ | Orivate Equity, Venture Capital, Real Estate, Ecosystem | 2.023 | https://www.linkedin.com/company/mavroscapitalgroup/ | https://www.mavroscapitalgroup.com/ | Mavros Capital is a premier multi-family office providing integrated solutions for some of the worlds most influential & accomplished entrepreneurs, entertainers, athletes, visionaries, families and institutions. In a rapidly changing world, having a global firm as a partner makes a vital difference. We deliver clarity through proactive strategies, transparent communication, skilled private advisors and access to vast global resources. Our family office group aims to offer a world class private wealth experience through expertise, care, depth of analysis and execution. Our goal is to be the first call and single point of contact for every facet of your life. While no family is the same, you may however share similar questions & complexities. We are not, and do not strive to be, the largest firm measured by number of offices, AUM or advisors. We are the firm of choice for select, sophisticated clients with respect to their most challenging needs, most significant business transactions and most pressing situations. The Mavros model is designed for families to work with leading experts, engage in peer to peer learning and share in the firms resources, reducing the operating cost of your office and increasing the scale of solutions delivered. | MF | ||||
| 693 | 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 | DePaul University | 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 | University of Denver | 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 | |||||
| 694 | MBM Group | Syed | Razvi | Director of Business Development | s.razvi@mbmgroups.com | info@mbmgroups.com | Dubai | United Arab Emirates | Asia | University of Cambridge | https://www.linkedin.com/in/syed-razvi-6981aa81/ | Private Equity, Venture Capital, Hedge Funds, Oil & Gas, Real Estate | 2.006 | http://www.mbmgroups.com/ | MBM Group is a Dubai based single family office for the family of "Sheikh Mohammed bin Maktoum bin Juma Al Maktoum" and investment holding company with activities in investments, strategic advisory and social and community development. Initially growing into the UAE market as venture capitalist, MBM now shows its leadership and expertise in sports consultancy, healthcare, education, oil & gas services, real estate and special situations. Being a member of the Royal family, MBM’s business policy is vigilant in terms of opportunity assessment, project initiation, innovation techniques and partnerships with multinational corporations. | SF | Palazzo Guidi Via Guidi 195 47828 Sant’Ermete di Santarcangelo di Romagna (RN) Italy | ||||||||
| MBM Group | Mesed | Alhattawi | Head of Government Relations | m.alhattawi@mbmgroups.com | info@mbmgroups.com | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/mesed-alhattawi-8556474a/ | Private Equity, Venture Capital, Hedge Funds, Oil & Gas, Real Estate | 2.006 | http://www.mbmgroups.com/ | MBM Group is a Dubai based single family office for the family of "Sheikh Mohammed bin Maktoum bin Juma Al Maktoum" and investment holding company with activities in investments, strategic advisory and social and community development. Initially growing into the UAE market as venture capitalist, MBM now shows its leadership and expertise in sports consultancy, healthcare, education, oil & gas services, real estate and special situations. Being a member of the Royal family, MBM’s business policy is vigilant in terms of opportunity assessment, project initiation, innovation techniques and partnerships with multinational corporations. | SF | Palazzo Guidi Via Guidi 195 47828 Sant’Ermete di Santarcangelo di Romagna (RN) Italy | ||||||||||
| 695 | MBPI AG | Thomas | Bargetze | Executive Member of Board | 423 399 75 00 | 423 399 75 98 | contact@mbpi.li | Postfach 130 | Triesen | 9495 | Principality of Liechtenstein | Europe | Physical Address: Landstrasse 105 9495 Triesen Principality of Liechtenstein | https://www.mbpi.li/en/ | 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 | |||||||||
| 696 | MC Wealth Management | Marius | Ciuzelis | Founder & Managing Partner | 370 698 40 095 | marius.ciuzelis@sidabrinelinija.lt | info@mcwealth.lt | BC Europa, 13th Floor, Konstitucijos av. 7 | Vilnius | LT-09308 | Lithuania | Europe | Vilniaus universitetas / Vilnius University | https://www.linkedin.com/in/mariusciuzelis/ | Real Estate, Private Equity, Social Investments, Hedge Funds, Crypto Funds, Trading Portfolio of Stocks and Commodities having Financial, Social and Mixed Return Expectations | 2.009 | €1M | https://www.linkedin.com/company/mc-wealth-management/ | http://www.mcwealth.lt/ | After years of private and institutional clients advisory practice MC Wealth Management now acts as a Single Family Office managing owners capital only. While investing we always prefer active v passive, contrarian v conventional, alternative v traditional approach. In our portfolio we hold real estate, private equity, social investments, hedge funds, crypto funds, trading portfolio of stocks and commodities having financial, social and mixed return expectations. | SF | ||||
| MC Wealth Management | Karolis | Zasas | Financial Adviser | 370 698 40 095 | karolis.zasas@mcwealth.lt | info@mcwealth.lt | BC Europa, 13th Floor, Konstitucijos av. 7 | Vilnius | LT-09308 | Lithuania | Europe | Vilniaus universitetas / Vilnius University | https://www.linkedin.com/in/karolis-zasas-54221b6/ | Real Estate, Private Equity, Social Investments, Hedge Funds, Crypto Funds, Trading Portfolio of Stocks and Commodities having Financial, Social and Mixed Return Expectations | 2.009 | €1M | https://www.linkedin.com/company/mc-wealth-management/ | http://www.mcwealth.lt/ | After years of private and institutional clients advisory practice MC Wealth Management now acts as a Single Family Office managing owners capital only. While investing we always prefer active v passive, contrarian v conventional, alternative v traditional approach. In our portfolio we hold real estate, private equity, social investments, hedge funds, crypto funds, trading portfolio of stocks and commodities having financial, social and mixed return expectations. | SF | |||||
| 697 | McCullen Capital, LLC | Joseph | McCullen | Vice President, Real Estate Investments | (617) 423-2300 | jt@mccullencapital.com | 1 Liberty Sq., Suite 11b | Boston | MA | 02109-4830 | United States of America | North America | Real Estate | 2.000 | https://www.mccullencapital.com/ | MCAP is a family office whose mission is to invest and manage the assets of the McCullen family. The firm does not provide financial services or advice to others. | SF | ||||||||
| McCullen Capital, LLC | Deborah | White | Vice President | (617) 542-7773 | dwhite@mccullencapital.com | 1 Liberty Sq., Suite 11b | Boston | MA | 02109-4830 | United States of America | North America | Real Estate | 2.000 | https://www.mccullencapital.com/ | MCAP is a family office whose mission is to invest and manage the assets of the McCullen family. The firm does not provide financial services or advice to others. | SF | |||||||||
| 698 | McFaddens & Co. | Elad | Man | Consutant | 972 36 114 485 | 972 36 114 486 | elad@man-barak.com | info@mcfaddensandco.com | 7 Menachem Begin St., Gibor Sport building, 13th floor | Ramat Gan | 52681 | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/elad-man-a6a9101/ | Travel, Marine Assets, Collectibles, Real Estate, Art & Antiquities, Mergers & Acquisitions, Restructuring, Private Debt, Structured Finance, Private Equity, Specialist Solutions | $350M | http://www.man-barak.com/ | https://mcfaddensandco.com/ | McFaddens is an independent, global Multi-Family Office that traces its heritage of advising families and individuals to 1977. For the successful, modern family with busy, complex lives, our services provide a focal point of coordination, freeing up precious time for our clients to maximise their lives. Our focused approach to the management and planning of your wealth is designed to ensure that your assets are performing to the best of their capabilities. We work with our clients to understand their goals and to produce clearly defined objectives which form the foundation of the strategic plan we design for you. | MF | ||||
| McFaddens & Co. | Nathan | Tolman | Managing Partner | nathan@mcfaddensandco.com | info@mcfaddensandco.com | 19th Floor, Conrad Hotel, Sheikh Zayed Road, P.O. Box 125900 | Dubai | United Arab Emirates | Asia | North Carolina State University | https://www.linkedin.com/in/nathan-tolman-686b1/ | Travel, Marine Assets, Collectibles, Real Estate, Art & Antiquities, Mergers & Acquisitions, Restructuring, Private Debt, Structured Finance, Private Equity, Specialist Solutions | $350M | https://www.linkedin.com/company/mc-faddens-co/ | https://mcfaddensandco.com/ | McFaddens is an independent, global Multi-Family Office that traces its heritage of advising families and individuals to 1977. For the successful, modern family with busy, complex lives, our services provide a focal point of coordination, freeing up precious time for our clients to maximise their lives. Our focused approach to the management and planning of your wealth is designed to ensure that your assets are performing to the best of their capabilities. We work with our clients to understand their goals and to produce clearly defined objectives which form the foundation of the strategic plan we design for you. | MF | ||||||||
| McFaddens & Co. | Max | Eppel | Chief Executive Officer | max@mcfaddensandco.com | info@mcfaddensandco.com | City Tower, 40 Basinghall Street | London | EC2V 5DE | United Kingdom | Europe | University of South Wales | https://www.linkedin.com/in/max-eppel-9710205/ | Travel, Marine Assets, Collectibles, Real Estate, Art & Antiquities, Mergers & Acquisitions, Restructuring, Private Debt, Structured Finance, Private Equity, Specialist Solutions | $350M | https://www.linkedin.com/company/mc-faddens-co/ | https://mcfaddensandco.com/ | McFaddens is an independent, global Multi-Family Office that traces its heritage of advising families and individuals to 1977. For the successful, modern family with busy, complex lives, our services provide a focal point of coordination, freeing up precious time for our clients to maximise their lives. Our focused approach to the management and planning of your wealth is designed to ensure that your assets are performing to the best of their capabilities. We work with our clients to understand their goals and to produce clearly defined objectives which form the foundation of the strategic plan we design for you. | MF | |||||||
| 699 | McKnight Consulting, LLC | Thomas | Kahn | Managing Member | (314) 222-5520 | tom@mcknightllc.com | P.O. Box 50348 | St. Louis | MO | 63105-5348 | United States of America | North America | University of Pennsylvania | https://www.linkedin.com/in/thomasekahn/ | Real Estate, Alternative Investments | 2.015 | Physical Address: 8515 Delmar Blvd., Suite 223 St. Louis, MO 63124 USA | http://www.mcknightllc.com/ | McKnight Consulting is a consulting service with over 25 years of experience addressing the financial needs of families and individuals in the St. Louis area. McKnight Consulting provides function as an alternative to both your own single family office or that of a more institutional multi-family office experience. | MF | |||||
| 700 | McMillan Woods Single Family Office (SFO) | Jayapal | Ramasamy | Executive Director | Mobile: 65 9017 2065, Direct: 65 9007 0005 | jayapal@mcmillanwoods.com.sg | #23-05 A , Peninsula Plaza, 111, North Bridge Road | Singapore | 179098 | Singapore | Asia | https://www.linkedin.com/in/jayapal-ramasamy-545a36147/ | Real Estate | https://www.linkedin.com/company/mcmillan-woods-single-family-office-sfo/ | https://mcmsfo.com/ | A family office is a special organization – one that possesses advantages against the increasingly complicated environment of family wealth management. To ensure your family legacy flourishes and stands firm over the long term, keep these fundamental areas in mind. Investment management and associated finance and administration functions are often core functions, but an SFO’s activities may include other activities which are not limited to tax and wealth planning, investments, strategic services, risk management, legal and finance matters etc. | SF | ||||||||
| 701 | MCN Office | Marc | Bauduin | Project Manager | Direct: 32 473 788 366, Mobile: 32 71 313 331 | 32 71 310 432 | marcbauduin@mcninvest.be, info@mbhmanagement.net | info@mcn-invest.be | Rue du Grandchamp 6 | Chatelet | 6200 | Belgium | Europe | Fucam | https://www.linkedin.com/in/marc-bauduin-69077621/ | https://www.mbhmanagement.net/ | https://www.mcn-office.be/ | MCN Office, a multi family offce firm based in Chatelet, Belgium. Specialized in wealth management in Belgium and its neighboring countries, MCN Invest offers you personalized support for the management of your financial, movable and real estate assets. Clients benefit from a tailor-made financial strategy with advice on taxation and investment. You can count on a wealth manager at your disposal who will guide you towards the solutions that will suit you best, as well as on a network of competent experts in their very specific field. | MF | ||||||
| MCN Office | Marc | Bauduin | Project Manager | Direct: 32 473 788 366, Mobile: 32 71 313 331 | 32 71 310 432 | marcbauduin@mcninvest.be, info@mbhmanagement.net | info@mcn-invest.be | Rue du Grandchamp 6 | Chatelet | 6200 | Belgium | Europe | Fucam | https://www.linkedin.com/in/marc-bauduin-69077621/ | https://www.mbhmanagement.net/ | https://www.mcn-office.be/ | MCN Office, a multi family offce firm based in Chatelet, Belgium. Specialized in wealth management in Belgium and its neighboring countries, MCN Invest offers you personalized support for the management of your financial, movable and real estate assets. Clients benefit from a tailor-made financial strategy with advice on taxation and investment. You can count on a wealth manager at your disposal who will guide you towards the solutions that will suit you best, as well as on a network of competent experts in their very specific field. | MF | |||||||
| 702 | Mdc Investment | info@mdc-investment.de | Germany | Europe | http://mdc-investment.de/ | As a family office, Mdc Investment have been investing in sustainable companies and real estate since 2006. | SF | ||||||||||||||||||
| 703 | Mediterranean Multi Family Office S.A.M. | Helle | Skovby | Chief Executive Officer | 377 643 914 317 | hs@helleskovby.dk | info@mmfo.eu | 2 Rue du Gabian | Monte Carlo | 98000 | Monaco | Europe | https://www.linkedin.com/in/helle-skovby-69251961/ | Property, Real Estate, Yacht, Cars, Private Jets, Art | https://mmfo.net/ | https://mmfo.eu/ | The Mediterranean Multi Family Office (MMFO) offers a range of services to wealthy clients. Our goal is to provide our clients with the best possible advice on the purchase and sale of property, generational change, inheritance, relocation, property management, property care taking etc. Mediterranean Multi Family Office (MMFO) is based in the Principality of Monaco, from where we serve our esteemed clients in many countries | MF | |||||||
| Mediterranean Multi Family Office S.A.M. | Michael | Skovby Nielsen | General Director | 377 643 914 317 | mn@helleskovby.dk | info@mmfo.eu | 2 Rue du Gabian | Monte Carlo | 98000 | Monaco | Europe | https://www.linkedin.com/in/michael-nielsen-44051641/ | Property, Real Estate, Yacht, Cars, Private Jets, Art | https://mmfo.net/ | https://mmfo.eu/ | The Mediterranean Multi Family Office (MMFO) offers a range of services to wealthy clients. Our goal is to provide our clients with the best possible advice on the purchase and sale of property, generational change, inheritance, relocation, property management, property care taking etc. Mediterranean Multi Family Office (MMFO) is based in the Principality of Monaco, from where we serve our esteemed clients in many countries | MF | ||||||||
| 704 | Meeder & Seifer GmbH | Adalbert | Seifer | Managing Partner | 49 697 241 844 | 49 697 241 868 | a.seifer@meederseifer.de | info@meederseifer.de | Lindenstraße 5 | Frankfurt | 60325 | Germany | Europe | Private Equity, Venture Capital, Alternative Investments, Property Real Estate | 1.994 | https://www.meederseifer.de/ | We not only have a similar professional background, but also the enthusiasm for the responsible handling of great values. In 1994, we founded the family-owned family office Meeder & Seifer, which is represented in Frankfurt and Munich. With commitment and a high demand for our work, we have dedicated ourselves ever since to the holistic care of large private assets in Germany. | MF | |||||||
| Meeder & Seifer GmbH | Christian | Meeder | Managing Director | 49 697 241 844 | 49 697 241 868 | c.meeder@meederseifer.de | info@meederseifer.de | Lindenstraße 5 | Frankfurt | 60325 | Germany | Europe | https://www.linkedin.com/in/christian-meeder-4aba1b82/ | Private Equity, Venture Capital, Alternative Investments, Property Real Estate | 1.994 | https://www.meederseifer.de/ | We not only have a similar professional background, but also the enthusiasm for the responsible handling of great values. In 1994, we founded the family-owned family office Meeder & Seifer, which is represented in Frankfurt and Munich. With commitment and a high demand for our work, we have dedicated ourselves ever since to the holistic care of large private assets in Germany. | MF | |||||||
| 705 | Meehan & Associates LLC | Bob | Hutton | Chief Financial Officer | (201) 652-8776 | (201) 652-1738 | rahutt610@gmail.com | 175 Rock Road | Glen Rock | NJ | 07452 | United States of America | North America | Pace University - Lubin School of Business | https://www.linkedin.com/in/bobhutton/ | Real Estate | https://www.glenrockonline.com/ | Meehan & Associates, a Single Family Office (SFO) for a high net worth (HNW) family in New York City. Responsible for all accounting, tax and legal matters for the myriad of entities through which the family's assets are owned and managed. Have implemented a database to efficiently track all charitable donations made by the family's patriarch. Donations are satisfied through multiple entities. Have developed a risk matrix so that all held investments are captured and aggregated regardless of the number of investing family entities. | SF | ||||||
| 706 | Megeve Investments | Julio | Dittborn | Principal Private Equity | 562 228 8656 | 562 207 1330 | jdittborn@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Pontificia Universidad Católica de Chile | https://www.linkedin.com/in/julio-dittborn-b4b7932b/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | |||||||
| Megeve Investments | Diego | Grove | Head of Research, Portfolio Manager, Business Analyst | 562 228 8656 | 562 207 1330 | dgrove@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Pontificia Universidad Católica de Chile | https://www.linkedin.com/in/diegogrove/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Carolina | Margozzini | Vice President of Private Equity & Venture Capital | 562 228 8656 | 562 207 1330 | cmargozzini@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Pontificia Universidad Católica de Chile | https://www.linkedin.com/in/carolina-margozzini-80097b4b/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Felicia | Bocayuva | Portfolio Manager | 562 228 8656 | 562 207 1330 | fbocayuva@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Pontifícia Universidade Católica do Rio de Janeiro | https://www.linkedin.com/in/felicia-bocayuva-4766a819/ | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||
| Megeve Investments | Viviana | Rubia | Managing Director | 562 228 8656 | 562 207 1330 | vrubia@megeve.cl | Asturias 280, Oficina 602, Las Condes | Santiago | Chile | South America | Private Equity, Venture Capital, Real Estate, Retail, Restaurants | https://www.cruxinvestor.com/articles/family-office-major-investor-megeve-investments-nicolas-banados-transcript | https://www.linkedin.com/company/megeve-investments/ | Megeve Investments, a non-discretionary portfolio of Fratelli Investments Family Office, is a single-family office located in Santiago, Chile. Its main asset is Chilean retail chain colossus, Farabella. The firm offers asset management and public/private equity investment services. | SF | ||||||||||
| 707 | Mellon Stud Ventures, LLC | Kevin | Sheehan | Managing Director | kevin@mellonstudventures.com | Bedford | NY | United States of America | North America | Dartmouth College | https://www.linkedin.com/in/kevin-sheehan-9b61b09/ | Control Investments, Real Estate, Alternative Energy | 2.017 | https://www.mellonstudventures.com/ | Mellon Stud Ventures, a family investment firm focused on partnering with ambitious business leaders. Prior to founding Mellon Stud Ventures in January 2017, Kevin was an early employee of A&M Capital Opportunities, a growth equity investment fund. Previously, Kevin worked at a HNW family office focused on control investments, real estate, and alternative energy. Kevin lives in Westchester, NY with his wife, children, dog and chickens. | SF | |||||||||
| 708 | Merlon Capital, LLC | Jason | Stabell | President & CEO | (281) 670-0002 | (281) 668-0985 | jstabell@merloncap.com | 16945 Northchase Drive, Suite 1610 | Houston | TX | 77060 | United States of America | North America | Williams College | https://www.linkedin.com/in/jason-stabell-03430283/ | Real estate investment (primarily in Texas), Oil & Natural Gas, Clean Energy | $500M | jason.stabell@epsilonenergyltd.com | https://epsilonenergyltd.com/ | https://merloncap.com/ | Merlon Capital is a Texas-based multi family office firm. | MF | |||
| Merlon Capital, LLC | Andrew | Williamson | Partner | (281) 670-0002 | (281) 668-0985 | awilliamson@merloncap.com | 16945 Northchase Drive, Suite 1610 | Houston | TX | 77060 | United States of America | North America | Southern Methodist University | https://www.linkedin.com/in/andrew-williamson-80173328/ | Real estate investment (primarily in Texas), Oil & Natural Gas, Clean Energy | $500M | andrew.williamson@epsilonenergyltd.com | https://epsilonenergyltd.com/ | https://merloncap.com/ | Merlon Capital is a Texas-based multi family office firm. | MF | ||||
| 709 | Merrimac Corporation | Clark | Cheng | Chief Investment Officer | (203) 274-9540 | (203) 274-9548 | cheng@merricorp.com | info@merricorp.com | One Dock Street, #300 | Stamford | CT | 06902 | United States of America | North America | UCLA | https://www.linkedin.com/in/clark-cheng-cfa-frm-caia-a411535/ | Hedge Funds, Private Equity, Real Estate, Mutual Funds | 1.989 | $1B | https://www.merricorp.com/ | Merrimac is a single family office located in Stamford, CT. | SF | |||
| 710 | Meruelo Group | Shawn | Rosenberger | President & Chief Operating Officer | Mobile: (562) 922-0359 | (562) 745-2341 | srosenberger@meruelogroup.com | 9550 Firestone Blvd., Suite 105 | Downey | CA | 90241 | United States of America | North America | Clarkson University | https://www.linkedin.com/in/w-shawn-rosenberger-02a02368/ | Construction and Engineering, Hospitality and Gaming, Television, Radio, Real Estate, Food Services, Financial Services, Private Equity | http://www.merueloconstruction.com/ | https://www.meruelogroup.com/ | Meruelo Group, the family office of Alex Meruelo. Meruelo Group is a privately-held company providing strategic consulting and business support services to a diversified group of client companies across a wide range of industries including: Construction and Engineering, Hospitality and Gaming, Television, Radio, Real Estate, Food Services, Financial Services, and Private Equity. | SF | |||||
| 711 | Metellus AG | Michael | Albisser | Managing Director | 41 433 444 195 | michael.albisser@metellus.ch | info@metellus.ch | Gartenstrasse 10 | Zurich | CH-8002 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/michael-albisser-b8a63154/ | Private Equity, Venture Capital, Real Estate | https://www.linkedin.com/company/metellus-ag/ | https://www.metellus.ch/ | Metellus is a private investment office actively involved in the management of a diverse portfolio of investments in private equity, venture capital and real estate. Metellus is a member of SECA, the Swiss Private Equity & Corporate Finance Association. | SF | ||||||
| 712 | Metellus AG | Boris | Battistini | Vice President, Investments & Operations | 41 433 444 195 | boris.battistini@metellus.ch | info@metellus.ch | Gartenstrasse 10 | Zurich | CH-8002 | Switzerland | Europe | King's College London | https://www.linkedin.com/in/bbattistini/ | Private Equity, Venture Capital, Real Estate | https://www.linkedin.com/company/metellus-ag/ | https://www.metellus.ch/ | Metellus is a private investment office actively involved in the management of a diverse portfolio of investments in private equity, venture capital and real estate. Metellus is a member of SECA, the Swiss Private Equity & Corporate Finance Association. | SF | ||||||
| 713 | METIS Family Office A/S | Claus | Frøkjær-Lorendsen | Chief Executive Officer | Direct: 45 24 345 412 | cfl@metis-familyoffice.dk | Christian IX's Gade 10, 4 | Copenhagen | DK-1111 | Denmark | Europe | https://www.linkedin.com/in/claus-frøkjær-lorendsen-7b40342b/ | Real Estate, Hedge Funds, Alternative Investments | 2.015 | http://www.metis-familyoffice.dk/ | METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark. The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen. The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member). Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally. METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders. This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. | SF | ||||||||
| METIS Family Office A/S | Berit | Hessellund | Investment & Personal Assistant | Direct: 45 31 509 697 | behh@metis-familyoffice.dk | Christian IX's Gade 10, 4 | Copenhagen | DK-1111 | Denmark | Europe | Real Estate, Hedge Funds, Alternative Investments | 2.015 | http://www.metis-familyoffice.dk/ | METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark. The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen. The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member). Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally. METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders. This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. | SF | ||||||||||
| METIS Family Office A/S | Ida | Olympia Klarskov Simonsen | Head of Clients | Direct: 45 31 513 605 | ioks@metis-familyoffice.dk | Christian IX's Gade 10, 4 | Copenhagen | DK-1111 | Denmark | Europe | Copenhagen Business School | https://www.linkedin.com/in/ida-olympia-klarskov-simonsen-78342545/ | Real Estate, Hedge Funds, Alternative Investments | 2.015 | http://www.metis-familyoffice.dk/ | METIS Family Office, which was founded in 2015, is owned by a circle of wealthy Danish private individuals who are commercially active within various branches and industries in Denmark. The day-to-day management of METIS Family Office is handled by director Claus Frøkjær-Lorendsen. The company's board consists of director John Hesselholt (chairman of the board), director Lars Jakobsen (board member) and director Hans Henrik Klovborg (board member). Collectively, the management of METIS Family Office A/S represents many years of experience and has a large network both in Denmark and internationally. METIS Family Office A/S is independent of other capital interests, and exclusively looks after the best interests of our customers and shareholders. This means that we will always be 100% transparent and focus on an "Added Value" approach to our diverse tasks. | SF | ||||||||
| 714 | Metis Family Office Services Pvt. Ltd. | Shriram | Ananthanarayanan | Assistant Vice President | 91 44 4060-1100 | 91 95 0008 8577 | shriram@metismfo.com | clientfirst@metismfo.com | First Floor, New No 14, Bishop Wallers Avenue East, Mylapore | Chennai | 600 004 | India | Asia | University of Madras | https://www.linkedin.com/in/shriram-ananthanarayanan-84671917b/ | Real Estate | 2.010 | vjb@vjbfinancial.com | http://www.vjbfinancial.com/ | https://www.metismfo.com/ | Metis family office is the wise counsel for wealth creation, management and beyond. Simply stated, we perform full time the critical task of helping the promoters families in creating, protecting, nurturing, growing the family wealth. We act as a CFO (Chief Family Officer) , a growth catalyst and a family risk counsel and emerge as a custodian of wealth, confidentiality and overall family wellness. Working with forethought, guided by deep rooted values and aided by our experience, we serve as a transparent and unbiased multi-family office that helps create value for generations. | MF | |||
| Metis Family Office Services Pvt. Ltd. | Suresh | Ramanujam | Co-Founder & Director | 91 44 4060-1100 | 91 95 0008 8577 | suresh@metismfo.com | clientfirst@metismfo.com | First Floor, New No 14, Bishop Wallers Avenue East, Mylapore | Chennai | 600 004 | India | Asia | https://www.linkedin.com/in/suresh-ramanujam-14b78117/ | Real Estate | 2.010 | https://www.linkedin.com/company/metis-family-office/ | https://www.metismfo.com/ | Metis family office is the wise counsel for wealth creation, management and beyond. Simply stated, we perform full time the critical task of helping the promoters families in creating, protecting, nurturing, growing the family wealth. We act as a CFO (Chief Family Officer) , a growth catalyst and a family risk counsel and emerge as a custodian of wealth, confidentiality and overall family wellness. Working with forethought, guided by deep rooted values and aided by our experience, we serve as a transparent and unbiased multi-family office that helps create value for generations. | MF | ||||||
| 715 | Meyer Family Enterprises | Bonny | Meyer | Principal | (707) 895-2341 | bonny@bonnymeyer.com | 19750 Highway 128, P.O. Box 294 | Yorkville | CA | 9549 | United States of America | North America | University of California, Davis | https://www.linkedin.com/in/bonnymeyer/ | Agriculture, Farm, Wine, Planting, Growing, Social Impact, Underserved Communities, Renewable Energy, Regenerative Food and Agriculture, Sustainable Real Estate Development | 2.004 | bonny@mfcellars.com | https://www.bonnymeyer.com/ https://www.meyerfamilycellars.com/ | https://www.mfenterprises.com/ | Meyer Family Enterprises, a single family office firm for the Meyer Family, that focuses on funding regenerative sustainable businesses and projects that solve social and environmental problems. | SF | ||||
| Meyer Family Enterprises | Stephen | Hohenrieder | CEO & Chief Investment Officer | Direct: (415) 496-5532 | stephen@groundedcapitalpartners.com | 560 Commercial Street, Suite 400 | San Francisco | CA | 94111 | United States of America | North America | California Polytechnic State University-San Luis Obispo | https://www.linkedin.com/in/stephen-hohenrieder-5539803/ | Agriculture, Farm, Wine, Planting, Growing, Social Impact, Underserved Communities, Renewable Energy, Regenerative Food and Agriculture, Sustainable Real Estate Development | 2.004 | https://www.groundedcapitalpartners.com/ | https://www.mfenterprises.com/ | Meyer Family Enterprises, a single family office firm for the Meyer Family, that focuses on funding regenerative sustainable businesses and projects that solve social and environmental problems. | SF | ||||||
| 716 | MFO | Multi Family Office ® | Armando | Fonseca | Managing Partner | 351 211 389 398 | armando.fonseca@mfoffice.eu | geral@mfoffice.eu | Rua Tierno Galvan, nº 10 (Torre 3), Piso 10, Fração K, Amoreiras | Lisbon | 1070-274 | Portugal | Europe | Universidade de Coimbra | https://www.linkedin.com/in/armando-fonseca-78b930164/ | Concierge, Real Estate, Healthcare, Clinical | 2.014 | armando@mfoffice.eu | http://www.mfoffice.eu/home/index.php/en/family-office/about-us#accordion-0 | http://www.mfoffice.eu/ | An innovative Multi Family Office concept that seeks to protect and value the family. Each of our innovative services is based on the highest ethical standards, addressing the expectations of our clients and the confidence deposited in us. The long-term goal of a Family Office is the preservation of the family’s assets for present and future generations. The main focus is the sustainability, well-being, and long-term financial planning of the family. However, internationally, the main reasons for hiring the services of a Family Office are related almost exclusively to the financial management of the family’s assets. MFO | Multi Family Office ® introduces a new and more inclusive concept of Family well-being with a unique focus on the family’s Health. We consider this a core factor that effectively allows for the well-being of the family and enables the fruition of the family’s assets. Confidence comes not only from the growth of financial assets, but also, and in particular, from the Health and well-being of all members of the family. | MF | ||||
| MFO | Multi Family Office ® | Antonio | Rodrigues | Co-Founder & Partner | 351 211 389 398 | geral@mfoffice.eu | Rua Tierno Galvan, nº 10 (Torre 3), Piso 10, Fração K, Amoreiras | Lisbon | 1070-274 | Portugal | Europe | University Institute of Lisbon (ISCTE) | https://www.linkedin.com/in/antonio-rodrigues-059a4020b/ | Concierge, Real Estate, Healthcare, Clinical | 2.014 | http://www.mfoffice.eu/home/index.php/en/family-office/about-us#accordion-0 | http://www.mfoffice.eu/ | An innovative Multi Family Office concept that seeks to protect and value the family. Each of our innovative services is based on the highest ethical standards, addressing the expectations of our clients and the confidence deposited in us. The long-term goal of a Family Office is the preservation of the family’s assets for present and future generations. The main focus is the sustainability, well-being, and long-term financial planning of the family. However, internationally, the main reasons for hiring the services of a Family Office are related almost exclusively to the financial management of the family’s assets. MFO | Multi Family Office ® introduces a new and more inclusive concept of Family well-being with a unique focus on the family’s Health. We consider this a core factor that effectively allows for the well-being of the family and enables the fruition of the family’s assets. Confidence comes not only from the growth of financial assets, but also, and in particular, from the Health and well-being of all members of the family. | MF | |||||||
| 717 | MFO Management Company | Joseph | Covino | Chief Investment Officer | (248) 723-0050 | (248)723-9044 | jcovino@mfo.com | Info@mfo.com | 111 East Court Street, Suite 3D | Flint | MI | 48502 | United States of America | North America | https://www.linkedin.com/in/joseph-covino-cfa-748899/ | Real Estate | 1.976 | https://www.linkedin.com/in/les-ryckman-19b82a30/ | https://mfo.com/ | MFO Management Company is a single family office with locations in Flint and Birmingham, Michigan. MFO provides their clients with a proactive approach to tax and financial planning, identifying opportunities to increase cash flow and lower taxes. | SF | 600 Route 25A, East Setauket, NY 11733 | |||
| MFO Management Company | Timothy | Sanford | Vice-Chairman and Chief Executive Officer | (810) 767-0136 | 810-767-1207 | timsanford@gmail.com | Info@mfo.com | 111 East Court Street, Suite 3D | Flint | MI | 48502 | United States of America | North America | Real Estate | 1.976 | MFO to manage family members’ assets, taxes, trusts and partnerships | https://mfo.com/ | MFO Management Company is a single family office with locations in Flint and Birmingham, Michigan. MFO provides their clients with a proactive approach to tax and financial planning, identifying opportunities to increase cash flow and lower taxes. | SF | 600 Route 25A, East Setauket, NY 11733 | |||||
| 718 | Midland Group of Companies, Inc. | Hazell | Rick | Director | (416) 960-0660 | rick@microcalm.com | 22 St Clair Ave. E, Suite 1600 | Toronto | ON | M4T 2S3 | Canada | North America | Alternative Investments, Private Equity, Hard Assets, Hedge Funds, Commodities, Timber, Real Estate | sray@grayes.com | https://www.linkedin.com/company/midland-group-investments/ | Privately held investment firm located in midtown Toronto. The firm invests in a wide range of asset classes both in Canada and internationally. We invest in both public equities and alternative strategies. | SF | ||||||||
| 719 | Milenium Multi Family Office | Marcelo | Milech | Partner | 55 (21) 2533-7281 | marcelo@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | Ibmec | https://www.linkedin.com/in/marcelomilech/ | Real Estate | 1.961 | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | ||||
| Milenium Multi Family Office | Guilherme | Scholl Bocaiuva | Investment Analyst | 55 (21) 2533-7281 | guilherme@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | Pontifícia Universidade Católica do Rio de Janeiro | https://www.linkedin.com/in/guilherme-scholl-bocaiuva-a48403180/ | Real Estate | 1.961 | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | |||||
| Milenium Multi Family Office | Fabio | Frajblat Gorodicht | Partner | 55 (21) 2533-7281 | fabio@milenium.adm.br | contato@milenium.adm.br | R. Visconde de Pirajá, 414/ 802 Ipanema | Rio de Janeiro | RJ | 22410-002 | Brazil | South America | Pontifícia Universidade Católica do Rio de Janeiro | https://www.linkedin.com/in/fabio-frajblat-gorodicht-5b890510/ | Real Estate | 1.961 | fafrago@hotmail.com | https://www.linkedin.com/company/milenium-multi-family-office/ | https://www.milenium.adm.br/ | Managing and managing assets requires time and experience. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Managing and managing assets requires time and responsibility. We know and, for that, we are here. The Milenium Multi Family Office offers complete solutions for personal and family wealth management. Our family office structure aims to preserve the assets of families, helping to make important decisions on investments, finances and legal issues. Counseling and consultancy are handled responsibly and in a personalized manner. We take care of everything so you can enjoy your greatest asset: your family. | MF | ||||
| 720 | Millésime Family Office | Michel | Mancuso | Founding Partner | 33 472 263 156 | michel.mancuso@mfo.agency | contact@mfo.agency | 24, rue Childebert | Lyon | 69002 | France | Europe | IAE lyon 3 | https://www.linkedin.com/in/michel-mancuso-352a5b28/ | Luxury Real Estate | 2.004 | €50M | michel.mancuso@millesimepatrimoine.fr | https://www.linkedin.com/company/millesime-family-office/ | https://www.mfo.agency/ | Millésime Patrimoine, a Private Wealth Management firm and a Family Office, places the interests of its clients at the heart of its approach, with the following philosophy: the sustainability of the relationship with them. We want to simplify the management of their assets and anticipate major life changes: * Constitution and enhancement of heritage * Retirement * Estate * Optimization of retirement * Income and family protection * Philanthropy | MF | |||
| Millésime Family Office | Mylène | Mancuso | Partner | 33 472 263 156 | mylene.mancuso@mfo.agency | contact@mfo.agency | 24, rue Childebert | Lyon | 69002 | France | Europe | https://www.linkedin.com/in/mylène-mancuso-531459137/ | Luxury Real Estate | 2.004 | €50M | https://www.linkedin.com/company/millesime-family-office/ | https://www.mfo.agency/ | Millésime Patrimoine, a Private Wealth Management firm and a Family Office, places the interests of its clients at the heart of its approach, with the following philosophy: the sustainability of the relationship with them. We want to simplify the management of their assets and anticipate major life changes: * Constitution and enhancement of heritage * Retirement * Estate * Optimization of retirement * Income and family protection * Philanthropy | MF | ||||||
| Millésime Family Office | Danaë | Mancuso | Director of Wealth Management & Director of Financial Offering | 33 472 263 156 | danae.mancuso@mfo.agency | contact@mfo.agency | 24, rue Childebert | Lyon | 69002 | France | Europe | Faculté de Finance, Banque, Comptabilité | https://www.linkedin.com/in/danaë-mancuso-55a07b6a/ | Luxury Real Estate | 2.004 | €50M | https://www.linkedin.com/company/millesime-family-office/ | https://www.mfo.agency/ | Millésime Patrimoine, a Private Wealth Management firm and a Family Office, places the interests of its clients at the heart of its approach, with the following philosophy: the sustainability of the relationship with them. We want to simplify the management of their assets and anticipate major life changes: * Constitution and enhancement of heritage * Retirement * Estate * Optimization of retirement * Income and family protection * Philanthropy | MF | |||||
| Millésime Family Office | Jade | Mancuso | Structured Products Analyst | 33 472 263 156 | jade.mancuso@mfo.agency | contact@mfo.agency | 24, rue Childebert | Lyon | 69002 | France | Europe | Lycée La Favorite St Thérèse | https://www.linkedin.com/in/jade-mancuso/ | Luxury Real Estate | 2.004 | €50M | https://www.linkedin.com/company/millesime-family-office/ | https://www.mfo.agency/ | Millésime Patrimoine, a Private Wealth Management firm and a Family Office, places the interests of its clients at the heart of its approach, with the following philosophy: the sustainability of the relationship with them. We want to simplify the management of their assets and anticipate major life changes: * Constitution and enhancement of heritage * Retirement * Estate * Optimization of retirement * Income and family protection * Philanthropy | MF | |||||
| 721 | 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 | University of Illinois Urbana-Champaign | https://www.linkedin.com/in/david-m-dickman-1384b4120/ | Private Equity, Hedge Funds, Alternative Assets, ALternative Investments, Real Estate | 2.018 | https://www.linkedin.com/company/mindful-wealth-llc/ | https://www.mindfulwealthllc.com/ | Mindful Wealth provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for our clients. We are fully transparent with no conflicts of interest and we are always available to address important life events. Clients come first, as we are passionate about our thorough approach and sound guidance, all while adhering to the confidential nature of our relationships. 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 your holdings are consistent with your objectives. We want to understand your family’s perspectives around investing, estate planning, philanthropy and more. Additionally, we provide executive consulting services to address the both the future and ongoing needs of your family structure. | MF | |||||
| 722 | 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 | The Wharton School | 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 | ||||||
| 723 | Misha Investment | Mary | D'Souza | Managing Director & Chief Investment Officer | mary.dsouza@mishainvestment.com | New York | NY | United States of America | North America | Pace University | https://www.linkedin.com/in/marydsouza/ | Private Equity, Private Debt Funds, Real Estate, Venture Capital, Public Securities, Alternative Investments | 2.016 | https://starmountaincapital.com/team/mary-dsouza/ | Misha Investments, a single-family office responsible for investing in various asset classes such as private equity and private debt funds, real estate, venture capital, public securities and other alternatives. | SF | |||||||||
| 724 | Misland Capital Limited | Gareth | Stingemore | Senior Investment Manager - Co-Investments | 44 207 823-0300 | 44 207 235-8572 | gstingemore@mislandcapital.com | 9 Upper Belgrave Street | London | SW1X 8BD | United Kingdom | Europe | University of Bristol | https://www.linkedin.com/in/gareth-boardman-8466062/ | Private Equity, Growth Equity, Real Estate | https://www.mislandcapital.com/ | Misland Capital is a London based single family office investing globally across different asset classes. Misland has been active in private equity since the mid-1990s and this continues to be the main investment focus of the office today. | SF | |||||||
| 725 | Mitchell Family Office | Jeffrey | Silverman | EVP & General Counsel | (248) 247-3814 | jsilverman@mitchellfo.com | info@mitchellfo.com | 55 W Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | University of Oxford | https://www.linkedin.com/in/jeffrey-s-silverman-26617410/ | Healthcare Sector, Luxury Hospitality, Automotive, Commercial & Industrial, Business Services, Digital Commerce | 2.015 | https://www.linkedin.com/company/mitchell-family-office/ | https://www.mitchellfo.com/ | Securing a prosperous future through bold ideas and big aspirations. Founded by Mark Mitchell in 2015, the Mitchell Family Office has a proven track record of success originating in the healthcare sector and expanding into a rich diversified portfolio ranging from auto to luxury hospitality. | SF | ||||
| Mitchell Family Office | Phil | Baciak | Senior Associate | (248) 247-3814 | pbaciak@mitchellfo.com | info@mitchellfo.com | 55 W Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | Grand Valley State University | https://www.linkedin.com/in/phillipbaciak/ | Healthcare Sector, Luxury Hospitality, Automotive, Commercial & Industrial, Business Services, Digital Commerce | 2.015 | https://www.linkedin.com/company/mitchell-family-office/ | https://www.mitchellfo.com/ | Securing a prosperous future through bold ideas and big aspirations. Founded by Mark Mitchell in 2015, the Mitchell Family Office has a proven track record of success originating in the healthcare sector and expanding into a rich diversified portfolio ranging from auto to luxury hospitality. | SF | |||||
| Mitchell Family Office | Jake | Timmis | Associate | (248) 247-3814 | jtimmis@mitchellfo.com | info@mitchellfo.com | 55 W Maple Rd. | Birmingham | MI | 48009 | United States of America | North America | Michigan State University | https://www.linkedin.com/in/jacobtimmis/ | Healthcare Sector, Luxury Hospitality, Automotive, Commercial & Industrial, Business Services, Digital Commerce | 2.015 | https://www.linkedin.com/company/mitchell-family-office/ | https://www.mitchellfo.com/ | Securing a prosperous future through bold ideas and big aspirations. Founded by Mark Mitchell in 2015, the Mitchell Family Office has a proven track record of success originating in the healthcare sector and expanding into a rich diversified portfolio ranging from auto to luxury hospitality. | SF | |||||
| 726 | Mithaq Holding Company | Turki | AlRajhi | Chairman & CEO | 966 11 222 2210 | 966 11 489 3947 | talrajhi@mithaqholding.com | mithaq-capital@mithaqholding.com | P.O. Box 86611 | Riyadh | 11632 | Kingdom of Saudi Arabia | Asia | https://www.linkedin.com/in/turki-alrajhi/ | Public Equities, Private Equity Funds, Real Estate Funds, Income Producing Assets | https://www.linkedin.com/company/mithaqholding/ | https://mithaqholding.com/ | Mithaq Capital, a single family office based in Saudi Arabia. | SF | ||||||
| Mithaq Holding Company | Mohamad | Osman Hashem | Director of Finance | 966 11 222 2210 | 966 11 489 3947 | mhashem@mithaqholding.com | mithaq-capital@mithaqholding.com | P.O. Box 86611 | Riyadh | 11632 | Kingdom of Saudi Arabia | Asia | Notre Dame University - Louaize (NDU) | https://www.linkedin.com/in/mnhashem/ | Public Equities, Private Equity Funds, Real Estate Funds, Income Producing Assets | mnhashem@gmail.com | https://www.linkedin.com/company/mithaqholding/ | https://mithaqholding.com/ | Mithaq Capital, a single family office based in Saudi Arabia. | SF | |||||
| Mithaq Holding Company | Abdullah | Qasem | Chairman Office Manager | 966 11 222 2210 | 966 11 489 3947 | aqasem@mithaqholding.com | mithaq-capital@mithaqholding.com | P.O. Box 86611 | Riyadh | 11632 | Kingdom of Saudi Arabia | Asia | https://www.linkedin.com/in/abdullah-qasem-4185a988/ | Public Equities, Private Equity Funds, Real Estate Funds, Income Producing Assets | https://www.linkedin.com/company/mithaqholding/ | https://mithaqholding.com/ | Mithaq Capital, a single family office based in Saudi Arabia. | SF | |||||||
| 727 | Miven LLC | Robin | Ravinsky | VP Operations and Finance | (949) 706-3353 | info@miven.com | 23 Corporate Plaza Dr # 240 | Newport Beach | CA | 92660 | United States of America | North America | University of South Africa/Universiteit van Suid-Afrika | https://www.linkedin.com/in/robin-ravinsky-6981585/ | Real Estate, Private Equity and Hedge Funds. | https://www.linkedin.com/in/sung-lee-1b8b8183/ | http://www.miven.com/ | Miven is a single family office based in Newport Beach, California. The firm's investment mandate is to allocate capital across asset classes and strategies in both public and private markets. | SF | ||||||
| 728 | MJ & Cie. | François | Mollat du Jourdin | Managing Partner & Co-Founder | 33 142 256 771 | 33 14 22 56 769 | f.mollat@financiere-mj.com | info@mj-et-cie.com | 109 Boulevard Haussmann | Paris | 75008 | France | Europe | The Ohio State University | https://www.linkedin.com/in/francois-mollat-du-jourdin-3931132/ | Hedge Funds, Alternative Investments, Energy, Private Equity, Real Estate | 2.001 | https://www.linkedin.com/company/mj-&-cie/ | https://mj-et-cie.com/ | MJ & Cie is France’s multi-family office par excellence. Since setting up in 2001 as the first independent MFO nationwide, we have set the standard for professionalism and strong business ethics. Clients come to us because they respect our values, as well as our technical expertise and practical know how. Our relationships are built over the long term, on a foundation of mutual trust, family values, and tangible results. | MF | 41 225 190 254 Email: info@mj-et-cie.ch | |||
| MJ & Cie. | Stéphane | Das | Consultant | Direct: 33 142 256 774 | 33 14 22 56 769 | s.das@mj-et-cie.com | info@mj-et-cie.com | 109 Boulevard Haussmann | Paris | 75008 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/stéphane-das-923a409/ | Hedge Funds, Alternative Investments, Energy, Private Equity, Real Estate | 2.001 | stephane_das@hotmail.com | https://www.linkedin.com/company/mj-&-cie/ | https://mj-et-cie.com/ | MJ & Cie is France’s multi-family office par excellence. Since setting up in 2001 as the first independent MFO nationwide, we have set the standard for professionalism and strong business ethics. Clients come to us because they respect our values, as well as our technical expertise and practical know how. Our relationships are built over the long term, on a foundation of mutual trust, family values, and tangible results. | MF | 41 22 519 02 54 Email: info@mj-et-cie.ch | |||
| 729 | MK Capital Partners LLC | Marshall | Kiev | Founder & President | (212) 739-7860 | marshall@forummerger.com | New York | NY | United States of America | North America | New York University | https://www.linkedin.com/in/marshall-kiev-35942/ | Private Equity, Consumer Products, Chemicals, Metals & Mining, Energy and Natural Resources, Financial Services, Health Care, Industrials, Media & Communications, Retail, Technology, Real Estate, Logistics | 2.004 | https://forummerger.com/team.html | MK Capital Partners is an independent, partner-owned Multi Family Office. We are proud of our global network of business partners, who provide timely and discreet services to our clients. We have learned from our clients that while many people listen, few people understand and only a handful are able to implement solutions and take appropriate action. We are committed to going the extra mile and making things happen for families. | MF | ||||||||
| 730 | MLO Family Office | Steven | Culbertson | CEO & Trustee | (626) 488-3698 | steve@summit360group.com | Claremont | CA | N/A | United States of America | North America | California State Polytechnic University-Pomona | https://www.linkedin.com/in/stevenculbertson/ | Real Estate, Energy | https://summit360group.com/ | Steve Culbertson is currently serving as CEO and Trustee of a single family office in Claremont, California. He has more than a decade of consulting experience combined with 20 years of experience in the design, implementation and management of residential, commercial, and industrial demand side management programs in the utility industry. | SF | ||||||||
| 731 | MMZR Family Office | Matheus | Mazão | Portfolio Manager, Fund of Funds | 55 (11) 4502-4139 | matheus.mazao@mmzrfo..com | contato@mmzrfo.com | Rua Joaquim Floriano 820, 20º Andar | Sao Paulo | SP | 04534-003 | Brazil | South America | Insper Instituto de Ensino e Pesquisa | https://www.linkedin.com/in/matheus-maz%C3%A3o-058a50b4/ | Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate | R$2.1B | https://www.linkedin.com/company/mmzrfo/ | https://www.mmzrfo.com.br/ | MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. | MF | ||||
| MMZR Family Office | Pedro | Zerbini | Partner | 55 (11) 4502-4139 | pedro.zerbini@mmzrfo.com | contato@mmzrfo.com | Rua Joaquim Floriano 820, 20º Andar | Sao Paulo | SP | 04534-003 | Brazil | South America | University of California, Berkeley | https://www.linkedin.com/in/pedro-zerbini-804b6433/ | Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate | R$2.1B | pedro.zerbini@mzrinvestimentos.com.br, contato@mzrinvestimentos.com.br | https://www.mzrinvestimentos.com.br/ | https://www.mmzrfo.com.br/ | MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. | MF | ||||
| MMZR Family Office | Felipe | Relvas | Partner | 55 (11) 4502-4139 | felipe.relvas@mmzrfo.com | contato@mmzrfo.com | Rua Joaquim Floriano 820, 20º Andar | Sao Paulo | SP | 04534-003 | Brazil | South America | Universidade Presbiteriana Mackenzie | https://www.linkedin.com/in/felipe-relvas-089459148/ | Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate | R$2.1B | felipe.relvas@mzrinvestimentos.com.br | https://www.mzrinvestimentos.com.br/ | https://www.mmzrfo.com.br/ | MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. | MF | ||||
| MMZR Family Office | Victor | Zogbi | Partner | 55 (11) 4502-4139 | victor.zogbi@mzrinvestimentos.com.br | contato@mmzrfo.com | Rua Joaquim Floriano 820, 20º Andar | Sao Paulo | SP | 04534-003 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/victor-zogbi-4765a4a1/ | Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate | R$2.1B | https://www.mzrinvestimentos.com.br/ | https://www.mmzrfo.com.br/ | MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. | MF | |||||
| MMZR Family Office | Daniel | Machado | Founding Partner | 55 (11) 4502-4139 | daniel.machado@mmzrfo.com | contato@mmzrfo.com | Rua Joaquim Floriano 820, 20º Andar | Sao Paulo | SP | 04534-003 | Brazil | South America | Universidade Veiga de Almeida | https://www.linkedin.com/in/daniel-machado-cfp®-417a04181/ | Fund-of-Funds, FOFs, Venture Capital Fund, Hedge Funds, Alternative Investments, Private Equity, Real Estate | R$2.1B | daniel.machado@mzrinvestimentos.com.br | https://www.mzrinvestimentos.com.br/ | https://www.mmzrfo.com.br/ | MMZR Family Office, an independent and complete Multi-Family Office, focused on managing the global assets of families in Brazil and abroad. | MF | ||||
| 732 | MN Multi Family Office GmbH | Marc | Neumann | Owner | info@mn-multifamilyoffice.de | Alsterdorfer Straße 360 | Hamburg | 22297 | Germany | Europe | 2.020 | https://www.linkedin.com/company/mn-multi-family-office-gmbh/ | https://www.mn-multifamilyoffice.de/ | We have the MN Multi Family Office after decades of experience in the management of assets in order to actively shape the topics of asset accumulation and asset preservation for our clients and to present them in a comprehensible manner. Together with our excellent network of experts as well as the conceptual consulting approach, we enable you to coordinate asset accumulation via securities accounts and real estate planning for you or your company in a sustainable strategy. In this way, we ensure efficient asset distribution at all times in cooperation with our cooperation partners. | MF | ||||||||||
| 733 | Mogk GmbH & Co. KG | Ute | Schmutterer | Director | 49 911 2165-5499 | schmutterer@mogk-invest.de | Königstrasse 76 | Nürnberg | 90402 | Germany | Europe | Real Estate Development, Asset Management (Office, Residential), Mezzanine Capital | 2.010 | https://www.linkedin.com/company/mogk-management/ | https://www.mogk-invest.de/ | Mogk is a family office firm for the Böttger Family. In June 2010 Oliver Böttger laid the foundation stone for today's Mogk GmbH & Co. KG by acquiring the first investment in the real estate sector together with his mother and two cousins. As descendants of Käthe and Wilhelm Mogk from Bad Homburg, Mr. Böttger's grandparents, the four investors initially traded under Mogk Vermögensverwaltung GbR. | SF | ||||||||
| Mogk GmbH & Co. KG | Oliver | Böttger | Founder & CEO | 49 911 2165-5491 | 49 911 2165-5499 | boettger@mogk-invest.de | Königstrasse 76 | Nürnberg | 90402 | Germany | Europe | Otto-Friedrich-Universität Bamberg | https://www.linkedin.com/in/oliver-böttger-6422401b6/ | Real Estate Development, Asset Management (Office, Residential), Mezzanine Capital | 2.010 | https://www.linkedin.com/company/mogk-management/ | https://www.mogk-invest.de/ | Mogk is a family office firm for the Böttger Family. In June 2010 Oliver Böttger laid the foundation stone for today's Mogk GmbH & Co. KG by acquiring the first investment in the real estate sector together with his mother and two cousins. As descendants of Käthe and Wilhelm Mogk from Bad Homburg, Mr. Böttger's grandparents, the four investors initially traded under Mogk Vermögensverwaltung GbR. | SF | ||||||
| Mogk GmbH & Co. KG | Klaus | Pollakowski | Managing Director | 49 911 2165-5492 | 49 911 2165-5499 | pollakowski@mogk-invest.de | Königstrasse 76 | Nürnberg | 90402 | Germany | Europe | https://www.linkedin.com/in/klaus-pollakowski-90a68616a/ | Real Estate Development, Asset Management (Office, Residential), Mezzanine Capital | 2.010 | https://www.linkedin.com/company/mogk-management/ | https://www.mogk-invest.de/ | Mogk is a family office firm for the Böttger Family. In June 2010 Oliver Böttger laid the foundation stone for today's Mogk GmbH & Co. KG by acquiring the first investment in the real estate sector together with his mother and two cousins. As descendants of Käthe and Wilhelm Mogk from Bad Homburg, Mr. Böttger's grandparents, the four investors initially traded under Mogk Vermögensverwaltung GbR. | SF | |||||||
| 734 | Momentum Capital Limited | Tobias | Poensgen | Chief Executive Officer | 44 207 060-5500 | 44 207 060-5501 | tobias.poensgen@momentum-capital.com | info@momentum-capital.com | 42 Brook Street | London | W1K 5DB | United Kingdom | Europe | https://www.linkedin.com/in/tobiaspoensgen/ | Private Equity, Venture Capital, Real Estate, Financial Markets | 2.002 | sfo.swf@momentum-capital.com | https://www.linkedin.com/company/momentum-capital/ | https://www.momentum-capital.com/ | Momentum Capital is the direct investment arm of a single family office. From its origins in 2002 as a mid-market private equity investor, Momentum Capital evolved into a broadly based investment company targeting opportunities in private equity, venture capital, real estate and financial markets.Being a direct investor with permanent capital and not a fund helps to be more agile in thought and action. The Momentum Capital team tries to anticipate trends and to identify new opportunities where others see none, thinks outside the box, acts opportunistically and tries to stay agile in its decision making. | SF | ||||
| 735 | Monaco Global Services Multi Family Office S.A.M. | Sabina | Aliyeva | Business Developer | 377 92 001 500 | s_aliyeva@yahoo.fr | info@mgs.mc | 7 rue du Gabian, The Gildo Pastor Center, Bloc A, 9th Floor, Office 9.3 | Monte-Carlo | 98000 | Monaco | Europe | Azerbaijan State University of Languages | https://www.linkedin.com/in/sabina-aliyeva-sab/ | Real Estate, Residence, Property Real Estate | 2.021 | https://www.linkedin.com/company/monaco-global-services-multi-family-office-s-a-m/ | https://www.mgs.mc/ | At a time of effervescent mobilities both personal and professional, in a world where the regulatory environment is constantly evolving and is sometimes perceived as an inextricable imbroglio even as a real challenge, the availability necessary for knowledge as well as understanding of said environment has become a precious resource that we sometimes try to acquire to the detriment of our personal, professional and family time. Based on this observation and thanks to 20 years of experience in various consulting companies operating internationally in the legal, tax and corporate administration sectors, we have decided to create one and unique structure – Monaco Global Services Multi Family Office – in order to offer our Customers our large expertise, but also free time. | MF | |||||
| 736 | Monaco Private Advisory Multi-Family Office | Thierry | Crovetto | Head of Financial Family Affairs | 377 99 922 329 | tcrovetto@mpa-mfo.com | contact@mpa-mfo.com | 21 Boulevard Princesse Charlotte, Villa Europe | 98000 | Monaco | Europe | Université Côte d'Azur | https://www.linkedin.com/in/tcsf98000/ | Technology, Philanthropy, Real Estate | 2.023 | tcrovetto@tcsf.mc | https://www.tcsf.mc/ | https://www.mpa-mfo.com/ | Monaco Private Advisory is a Multi-Family Office dedicated to providing personalized legal, tax, real estate and commercial advice, and financial supervision, as well as operations support to high net worth individuals and families in Monaco and beyond. At MPA MFO, we believe that planning, management and execution should be tailored to the unique needs and goals of each individual or family. That is why we offer a wide range of services, including private and corporate advisory and structuring, wealth and tax services, financial affairs, family gouvernance and philanthropic management. Our team of experienced professionals is committed to building long-term relationships with our clients and providing the highest level of service by using a hybrid human touch with the most innovative technology, for a real-time outlook of our clients' wealth assets. | MF | |||||
| Monaco Private Advisory Multi-Family Office | Céline | Santos | Founding Partner & Head of Private Family Affairs | 377 99 922 329 | csantos@mpa-mfo.com | contact@mpa-mfo.com | 21 Boulevard Princesse Charlotte, Villa Europe | 98000 | Monaco | Europe | FACULTE DE DROIT LYON III | https://www.linkedin.com/in/céline-santos-28817425/ | Technology, Philanthropy, Real Estate | 2.023 | https://www.linkedin.com/company/monaco-private-advisory-multi-family-office-mpa-mfo/ | https://www.mpa-mfo.com/ | Monaco Private Advisory is a Multi-Family Office dedicated to providing personalized legal, tax, real estate and commercial advice, and financial supervision, as well as operations support to high net worth individuals and families in Monaco and beyond. At MPA MFO, we believe that planning, management and execution should be tailored to the unique needs and goals of each individual or family. That is why we offer a wide range of services, including private and corporate advisory and structuring, wealth and tax services, financial affairs, family gouvernance and philanthropic management. Our team of experienced professionals is committed to building long-term relationships with our clients and providing the highest level of service by using a hybrid human touch with the most innovative technology, for a real-time outlook of our clients' wealth assets. | MF | |||||||
| Monaco Private Advisory Multi-Family Office | Cédric | Zaidan | Founding Partner & Head of Private Family Affairs | 377 99 922 329 | czaidan@mpa-mfo.com | contact@mpa-mfo.com | 21 Boulevard Princesse Charlotte, Villa Europe | 98000 | Monaco | Europe | Georgetown University | https://www.linkedin.com/in/cedriczaidan/ | Technology, Philanthropy, Real Estate | 2.023 | https://www.linkedin.com/company/monaco-private-advisory-multi-family-office-mpa-mfo/ | https://www.mpa-mfo.com/ | Monaco Private Advisory is a Multi-Family Office dedicated to providing personalized legal, tax, real estate and commercial advice, and financial supervision, as well as operations support to high net worth individuals and families in Monaco and beyond. At MPA MFO, we believe that planning, management and execution should be tailored to the unique needs and goals of each individual or family. That is why we offer a wide range of services, including private and corporate advisory and structuring, wealth and tax services, financial affairs, family gouvernance and philanthropic management. Our team of experienced professionals is committed to building long-term relationships with our clients and providing the highest level of service by using a hybrid human touch with the most innovative technology, for a real-time outlook of our clients' wealth assets. | MF | |||||||
| 737 | 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 | Institut universitaire terciaire Nice | https://www.linkedin.com/in/virginie-balsa-a060b455/ | Real Estate | https://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 | ||||||
| 738 | Monaco United Advisors Multi Family Office S.A.M | Aurore | Shaki | Founding Partner | Office: 377 999 08 333, Direct: 33 619 225 062 | ashaki@monacomfo.com | contact@monacomfo.com | 9, boulevard Albert Ier, Immeuble | l’Albatros | 98000 | Monaco | Europe | Université Côte d'Azur | https://www.linkedin.com/in/aurore-shaki-aa561b161/ | Real Estate | 2.018 | https://www.linkedin.com/in/monaco-united-advisors-68a029164/ | https://www.monacounitedadvisors.com/ | A true assets architect and orchestrator, Monaco United Advisors Multi Family Office offers its planning and management expertise for international tax, wealth, estate planning and real estate planning. Our legal, tax, real estate and administrative divisions provide support to our clients, tailored advice and services on a daily & permanent basis, in the current assets’ structuring as well as during its evolution. | MF | |||||
| 739 | Morgan & Mallet Multi Family Office | Morgan | Richez | Co-Owner and Consultant UHNW & HNW Multi Family Office | 33 977 197 906 | morganrichez@hotmail.com | contact@multifamilyoffice.services | 31 rue de Penthièvre | Paris | 75008 | France | Europe | https://www.linkedin.com/in/morgan-richez-b7ba95122/ | 2.015 | https://www.linkedin.com/company/multi-family-office-international-morgan-mallet/ | https://www.multifamilyoffice.services/ | Morgan & Mallet Family Office is a Multi Family Office (MFO) dedicated exclusively to the stewardship and management of real estate assets . We offer our clients a tailor-made solution dedicated to their real estate assets with the aim of ensuring the patrimonial, managerial, logistical, administrative, fiscal and accounting management of their properties throughout the world. | MF | |||||||
| Morgan & Mallet Multi Family Office | Laurine | Mallet Graff | Co-Owner | 33 977 197 906 | contact@householdstaff.agency | contact@multifamilyoffice.services | 31 rue de Penthièvre | Paris | 75008 | France | Europe | https://www.linkedin.com/in/laurine-mallet-42436627/ | 2.015 | https://www.linkedin.com/company/multi-family-office-international-morgan-mallet/ | https://www.multifamilyoffice.services/ | Morgan & Mallet Family Office is a Multi Family Office (MFO) dedicated exclusively to the stewardship and management of real estate assets . We offer our clients a tailor-made solution dedicated to their real estate assets with the aim of ensuring the patrimonial, managerial, logistical, administrative, fiscal and accounting management of their properties throughout the world. | MF | ||||||||
| 740 | Morgan Browning Capital LLC | Vivien | Kao | Chief Financial Officer | (310) 356-4617 | (310) 377-0015 | vkao@morganbrowningcapital.com | info@morganbrowningcapital.com | 1999 Avenue of the Stars, Suite 1100 | Century City | CA | 90067 | United States of America | North America | Real Estate | 1.991 | $160M | http://www.morganbrowningcapital.com/ | MBC is a privately held multi- family office with a focus on investing in global commercial and residential real estate. MBC has built its reputation as a trusted and effective market participant using its research and experience in the complexities of the real estate and capital markets, consistently exceeding expectations. | MF | Irvine Office: 4000 Barranca Parkway, Suite 250 Irvine, CA 92604 Phone: (949) 262-3251 Los Altos Office: 4962 El Camino Real, Suite 109 Los Altos, CA 94022 Phone: (650) 383-9151 | ||||
| Morgan Browning Capital LLC | Gary | Schonher | Acqusitions & Dispositions/Analyst | (310) 356-4617 | (310) 377-0015 | gschonher@morganbrowningcapital.com | info@morganbrowningcapital.com | 1999 Avenue of the Stars, Suite 1100 | Century City | CA | 90067 | United States of America | North America | Real Estate | 1.991 | $160M | http://www.morganbrowningcapital.com/ | MBC is a privately held multi- family office with a focus on investing in global commercial and residential real estate. MBC has built its reputation as a trusted and effective market participant using its research and experience in the complexities of the real estate and capital markets, consistently exceeding expectations. | MF | Irvine Office: 4000 Barranca Parkway, Suite 250 Irvine, CA 92604 Phone: (949) 262-3251 Los Altos Office: 4962 El Camino Real, Suite 109 Los Altos, CA 94022 Phone: (650) 383-9151 | |||||
| Morgan Browning Capital LLC | Wayne | Kao | Chief Executive Officer | (310) 356-4617 | (310) 377-0015 | wkao@morganbrowningcapital.com | info@morganbrowningcapital.com | 1999 Avenue of the Stars, Suite 1100 | Century City | CA | 90067 | United States of America | North America | UCLA | https://www.linkedin.com/in/wayne-kao-838635139/ | Real Estate | 1.991 | $160M | http://www.morganbrowningcapital.com/ | MBC is a privately held multi- family office with a focus on investing in global commercial and residential real estate. MBC has built its reputation as a trusted and effective market participant using its research and experience in the complexities of the real estate and capital markets, consistently exceeding expectations. | MF | Irvine Office: 4000 Barranca Parkway, Suite 250 Irvine, CA 92604 Phone: (949) 262-3251 Los Altos Office: 4962 El Camino Real, Suite 109 Los Altos, CA 94022 Phone: (650) 383-9151 | |||
| 741 | Morne Family Office | N/A | N/A | info@mornefo.com | Amsterdam | The Netherlands | Europe | Private Equity, Property & Real Estate | http://www.mornefo.com/ | Morne Family Office is a boutique multi family office dedicated to providing its clientele a full wealth management service. By taking a holistic approach to wealth management, we are able to manage all the different aspects of a family's fortune in-house and secure a promising future for them. For us, a critical aspect for attaining a successful and continuous fortune is the proper planning of roles and inheritance in the present and future. Without clear roles families tend to end up fighting for every penny and losing their fortune together with their family ties. In orderto implement our holistic management our team is diverse in their professions. Morne Family Office is comprised of a board of directors, equity and investment managers, investment and commercial lawyers, financial experts, business consultants and accountants. At Morne Family Office we have adopted a holistic approach to wealth management thus giving us the possibility to offer full service support to our clientele. | MF | ||||||||||||||
| 742 | Morood Investment Company | Mohammed | Al Nemer | Founder & Chief Executive Officer | Office: 966 11 400 3344, Direct: 966 50 002 8368 | 966 11 400 3388 | khaseemsab@gmail.com | info@morood.com | P.O. Box 92894 | Riyadh | 11663 | Saudi Arabia | Asia | KFUPM | https://www.linkedin.com/in/mohammed-al-nemer-62a88761/ | Private Equity, Capital Markets, Real Estate | 2.012 | careers@morood.com | https://www.linkedin.com/in/khaseem-sab-noorbasha-46220215/ https://www.linkedin.com/in/alaa-halawi-cfa-9b776031/ https://www.linkedin.com/company/morood-invest-llc/ | https://morood.com/ | Founded by Mohammed Al Nemer in 2012, Morood Investment Company is a multi-family office that was created to bring world-class portfolio management and wealth advisory to ultra-high-net-worth individuals and families in the Kingdom of Saudi Arabia. With deep industry expertise, best-in-class partnerships and global investment opportunities, our multi-asset class investment platform aims to add value for our clients every step of the way. We are committed to deliver personalized portfolio management and financial solutions to realize our clients’ mandates. | MF | |||
| Morood Investment Company | Alaa | Halawi | Portfolio Manager | Mobile: 966 55 935 0399 | 966 11 400 3388 | alaahalawi_6@hotmail.com | info@morood.com | P.O. Box 92894 | Riyadh | 11663 | Saudi Arabia | Asia | Arab Open University - Lebanon | https://www.linkedin.com/in/alaa-halawi-cfa-9b776031/ | Private Equity, Capital Markets, Real Estate | 2.012 | https://seekingalpha.com/user/787543/comments | https://morood.com/ | Founded by Mohammed Al Nemer in 2012, Morood Investment Company is a multi-family office that was created to bring world-class portfolio management and wealth advisory to ultra-high-net-worth individuals and families in the Kingdom of Saudi Arabia. With deep industry expertise, best-in-class partnerships and global investment opportunities, our multi-asset class investment platform aims to add value for our clients every step of the way. We are committed to deliver personalized portfolio management and financial solutions to realize our clients’ mandates. | MF | |||||
| 743 | 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 | University of Melbourne | 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 | University of Melbourne | 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 | University of Melbourne | 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 | |||
| 744 | Motcomb London LLP | Alexander | Millett MRICS | Partner | 44 203 968-1080 | am@motcomblondon.com | info@motcomblondon.com | 26 Cadogan Square, Chelsea | London | SW1X 0JP | United Kingdom | Europe | London South Bank University | https://www.linkedin.com/in/alexander-millett-mrics-07166045/ | Real Estate, Residencial Real Estate | 2.017 | https://www.linkedin.com/in/matthew-millett-4845428/ https://www.linkedin.com/company/motcomb-associates-llp/ | https://www.motcomblondon.com/ | Motcomb London is part of a private family office with over 30 years experience of investment and asset management within the property sector in the UK. We act for both UK and overseas clients as an all encompassing platform for their property requirements. | SF | |||||
| 745 | Motion Capital GmbH | Götz | Küehne | Chief Executive Officer | 49 89 2440 471 80 | goetz.kuehne@motioncapital.de | info@motioncapital.de | Rückertstrasse 4 | Munich | 80336 | Germany | Europe | Ludwig-Maximilians-Universität München | https://www.linkedin.com/in/götz-kühne-894a5082/ | M&A, Real Estate, Private Equity | 2.008 | https://www.motioncapital.de/ | Motion Capital is an independent, owner-operated family office for business owners and their families. We assist our clients in business-related matters, guide asset management and ensure the continuity of family wealth across generations. | MF | ||||||
| 746 | MSD Capital, L.P. | Glenn | Fuhrman | Managing Partner | (212) 303-1650 | (212) 303-1634 | gfuhrman@msdcapital.com | inquiries@msdcapital.com | 645 Fifth Avenue, 21st Floor | New York | NY | 10022-5910 | United States of America | North America | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | https://www.linkedin.com/company/msd-capital/ | https://www.msdcapital.com/ | MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica and West Palm Beach. | SF | ||||
| MSD Capital, L.P. | John | Phelan | Managing Partner | (212) 303-1650 | (212) 303-1634 | john@msdcapital.com | inquiries@msdcapital.com | 645 Fifth Avenue, 21st Floor | New York | NY | 10022-5910 | United States of America | North America | https://www.linkedin.com/in/john-phelan-1b4113/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | jphelan@msdcapital.com | https://www.linkedin.com/company/msd-capital/ | https://www.msdcapital.com/ | MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica and West Palm Beach. | SF | |||
| MSD Capital, L.P. | Howard | Berk | Portfolio Manager | (212) 303-1650 | (212) 303-1634 | hberk@msdcapital.com | inquiries@msdcapital.com | 645 Fifth Avenue, 21st Floor | New York | NY | 10022-5910 | United States of America | North America | The University of Texas at Austin / Harvard Business School | https://www.linkedin.com/in/howard-berk-97364993/ | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | https://www.linkedin.com/company/msd-capital/ | https://www.msdcapital.com/ | MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica and West Palm Beach. | SF | |||
| MSD Capital, L.P. | Jonathan | Esfandi | President & Partner | (212) 303-1650 | (212) 303-1634 | jonathan.esfandi@gmail.com | inquiries@msdcapital.com | 645 Fifth Avenue, 21st Floor | New York | NY | 10022-5910 | United States of America | North America | Publicly-traded securities, Traditional private equity activities, Real estate, Special opportunities, Selectively investing with established third-party managers in the private and public markets | 1.998 | $12B | https://www.linkedin.com/company/msd-capital/ | https://www.msdcapital.com/ | MSD Capital is a private investment firm established in 1998 to exclusively manage the assets of Michael Dell and his family. MSD Capital engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. MSD has offices located in New York, Santa Monica and West Palm Beach. | SF | |||||
| 747 | MSM Investment Advisors (DIFC) Limited | Rishi | Kathuria | SEO - Senior Professional | 971 4564 6880 | 971 4565 6143 | rishi@msmdifc.com | contact@msmdifc.com | Unit 814, Level 8, Burj Daman, DIFC - P.O. Box 507316 | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/rishi-kathuria-46a9b410/ | Hedge Fund, Private Equity, Real Estate Funds | 2.010 | https://msmdifc.com/ | MSM is a multi-family office dedicated to providing Wealth Management services to Global Families. Our team brings over 100 years of combined Investment Management and Intellectual Capital. MSM works closely with clients to help understand their investment objectives and devise a personalized wealth strategy that ensures capital preservation for future generations. We offer investment solutions that structure and monitor the investment portfolios of our clients while mitigating risk and maintaining privacy and confidentiality. | MF | |||||||
| 748 | MSM Investment Advisors S.A. | Arpana | Morjaria | Director | 41 228 173 700 | 41 228 173 701 | arpana@msmiam.ch | contact@msmiam.ch | Rue de la Rôtisserie 11 | Geneva | CH- 1204 | Switzerland | Europe | https://www.linkedin.com/in/arpana-sharma-morjaria-1775a420/ | Hedge Fund, Private Equity, Real Estate Funds | 2.010 | https://www.linkedin.com/company/msm-investment-advisors-s.a./ | 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 | ||||
| MSM Investment Advisors S.A. | Ezequiel | Bosch | Director | 41 228 173 700 | 41 228 173 701 | ezequiel@msmiam.ch | contact@msmiam.ch | Rue de la Rôtisserie 11 | Geneva | CH- 1204 | Switzerland | Europe | Duke University | https://www.linkedin.com/in/ezequiel-bosch-807023a/ | Hedge Fund, Private Equity, Real Estate Funds | 2.010 | https://www.linkedin.com/company/msm-investment-advisors-s.a./ | 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 | ||||
| MSM Investment Advisors S.A. | Milan | Morjaria | Founder | 41 228 173 700 | 41 228 173 701 | milan@msmiam.ch | contact@msmiam.ch | Rue de la Rôtisserie 11 | Geneva | CH- 1204 | Switzerland | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/milan-s-morjaria-28ba8615/ | Hedge Fund, Private Equity, Real Estate Funds | 2.010 | https://twitter.com/morjariam | 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 | ||||
| MSM Investment Advisors S.A. | Victoria | Gabb | Executive Assistant | 41 228 173 700 | 41 228 173 701 | vicky@msmiam.ch | contact@msmiam.ch | Rue de la Rôtisserie 11 | Geneva | CH- 1204 | Switzerland | Europe | https://www.linkedin.com/in/victoria-gabb-b4445559/ | Hedge Fund, Private Equity, Real Estate Funds | 2.010 | https://www.linkedin.com/company/msm-investment-advisors-s.a./ | 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 | |||||
| 749 | Mt Fort Advisers | Stefka | Georgiev | CFO & Director | Direct: 41 225 681 002 | sgeorgiev@mtfortadvisers.com | contact@mtfortadvisers.com | Rue de Lausanne 20 bis | Geneva | CH-1201 | Switzerland | Europe | University of National and World Economy | https://www.linkedin.com/in/sgeorgiev/ | Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology | https://www.linkedin.com/company/mt-fort-advisers/ | https://mtfortadvisers.com/ | Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs. Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence. We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. | MF | ||||||
| Mt Fort Advisers | Christophe | Sierro | Founding Partner & CEO | Direct: 41 225 681 005 | csierro@mtfortadvisers.com | contact@mtfortadvisers.com | Rue de Lausanne 20 bis | Geneva | CH-1201 | Switzerland | Europe | HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne | https://www.linkedin.com/in/christophe-b-sierro-21b9453b/ | Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology | https://www.linkedin.com/company/mt-fort-advisers/ | https://mtfortadvisers.com/ | Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs. Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence. We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. | MF | |||||||
| Mt Fort Advisers | Christian | Benedetti | Asset Manager | Direct: 41 225 681 003 | cbenedetti@mtfortadvisers.com | contact@mtfortadvisers.com | Rue de Lausanne 20 bis | Geneva | CH-1201 | Switzerland | Europe | HEC Geneve | https://www.linkedin.com/in/christian-benedetti-3275743/ | Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology | https://www.linkedin.com/company/mt-fort-advisers/ | https://mtfortadvisers.com/ | Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs. Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence. We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. | MF | |||||||
| Mt Fort Advisers | Caroline | de Almeida | Client Service Officer | Direct: 41 225 681 006 | cdealmeida@mtfortadvisers.com | contact@mtfortadvisers.com | Rue de Lausanne 20 bis | Geneva | CH-1201 | Switzerland | Europe | Alliance Manchester Business School | https://www.linkedin.com/in/caroline-almeida-pesty-548a08a8/ | Hedge Funds, Private Equity, Real Estate, Alternative Investments, Technology | https://www.linkedin.com/company/mt-fort-advisers/ | https://mtfortadvisers.com/ | Mt Fort Advisers, a Wealth Management and Multi-Family Office offering high-end financial services to domestic and international individual clients, families and entrepreneurs. Our Clients are at the centre of our daily preoccupations: we listen, exchange, reflect and implement in total independence. We build our relationships by carefully listening to our clients and sharing our common experiences and expertise. We support them through a global and long-term wealth management approach across generations. We take a holistic view in managing our clients assets. | MF | |||||||
| 750 | Muir Station Capital LLC | Hillary | McCowan | Chief Administrative Officer | (859) 293-2676 | (859) 299-9371 | hillary.mccowan@muirstationcapital.com | info@gainesway.com | 3750 Paris Pike | Lexington | KY | 40511 | United States of America | North America | University of Kentucky | https://www.linkedin.com/in/hillarylewismccowan/ | Food & Agriculture, Real Estate & Construction, Sports & Entertainment, Picturesque Working Farm, Horse, Thoroughbred Endeavor | https://gainesway.com/ | Muir Station Capital is the family office managing assets for the Beck family. | SF | |||||
| Muir Station Capital LLC | Sean | Thibodeaux | Senior Investment Manager | (859) 293-2676 | (859) 299-9371 | sean.thibodeaux@muirstationcapital.com | info@gainesway.com | 3750 Paris Pike | Lexington | KY | 40511 | United States of America | North America | University of Louisville | https://www.linkedin.com/in/sean-thibodeaux/ | Food & Agriculture, Real Estate & Construction, Sports & Entertainment, Picturesque Working Farm, Horse, Thoroughbred Endeavor | https://gainesway.com/ | Muir Station Capital is the family office managing assets for the Beck family. | SF | ||||||
| 751 | Multi Family Office Zollikon AG | José | Banos | Chief Executive Officer | jose@jjzh.ch | info@mfoz.ch | Dufourstrasse 65 | Zollikon | 8702 | Switzerland | Europe | HWZ University of Applied Sciences in Business Administration Zurich | https://www.linkedin.com/in/josé-banos-71a79962/ | Capital Preservation, Due Diligence, Real Estate, Tax Advise, Risk Management, Asset Management, Mergers & Acquisitions, M&A | 2.021 | https://www.linkedin.com/company/multi-family-office-zollikon-ag/ | https://multifamilyofficezollikon.ch/ | The Multi Family Office Zollikon is your family trusted partner for all your needs related to Wealth Management. If you are looking for an experienced, trustful and professional partner managing your assets, the Multi Family Office Zollikon is the absolute right address to contact. Due to our transparent way of working and the unique network we have, your fortune will flourish and grow sustainable. We will find „the“ tailor-made solution for your individual needs by combining both, profitability and the human touch. We aim to build a long-term partnership with our families and to surpass their expectations. Our team with José Baños and Aida Huremovic represents remarkable expertise combined with tireless commitment to ensure the optimal financial outcome for your family. | MF | ||||||
| 752 | Multi-Family Office USA, LLC | John | Santi | Founder | (901) 671-1629 | john@mfousa.com | team@mfousa.com | 813 Ridge Lake Blvd., Suite 100 | Memphis | TN | 38120 | United States of America | North America | The University of Memphis | https://www.linkedin.com/in/john-d-sant/ | Healthcare, Food, Agriculture, Medium Businesses, Real Estate | 2.019 | https://www.linkedin.com/company/mfo-usa/ | https://www.mfousa.com/ | Multi-Family Office (MFO) USA is about deep strategy, multi-generational planning, and seamless execution for wealthy families who want to grow in many ways and for generations to come. We are passionate about the long-term success of our member families. We believe that real wealth is the richness of life, the relationships we build and the footprints we leave behind. The opportunity for families is to achieve growth through disorder by understanding the family goals, uniqueness, and ethos. By defining reality and embracing risk in alignment with long-term family objectives, and implementing proactive, risk-based/potential-creating planning, the family benefits in many ways. | MF | ||||
| Multi-Family Office USA, LLC | William | Burns | Chief Operating Officer | (901) 671-1629 | william@southernsetup.com | team@mfousa.com | 813 Ridge Lake Blvd., Suite 100 | Memphis | TN | 38120 | United States of America | North America | University of Mississippi | https://www.linkedin.com/in/williamellisburns/ | Healthcare, Food, Agriculture, Medium Businesses, Real Estate | 2.019 | https://www.linkedin.com/company/mfo-usa/ | https://www.mfousa.com/ | Multi-Family Office (MFO) USA is about deep strategy, multi-generational planning, and seamless execution for wealthy families who want to grow in many ways and for generations to come. We are passionate about the long-term success of our member families. We believe that real wealth is the richness of life, the relationships we build and the footprints we leave behind. The opportunity for families is to achieve growth through disorder by understanding the family goals, uniqueness, and ethos. By defining reality and embracing risk in alignment with long-term family objectives, and implementing proactive, risk-based/potential-creating planning, the family benefits in many ways. | MF | |||||
| Multi-Family Office USA, LLC | Zander | Santi | Back Office Manager | Direct: (901) 767-8770, Mobile: (901) 834-0229 | zander@ftrmemphis.com | team@mfousa.com | 813 Ridge Lake Blvd., Suite 100 | Memphis | TN | 38120 | United States of America | North America | University of Mississippi | https://www.linkedin.com/in/alexander-santi-624b74152/ | Healthcare, Food, Agriculture, Medium Businesses, Real Estate | 2.019 | family@mfousa.com, info@ftrmemphis.com | https://www.linkedin.com/company/mfo-usa/ | https://www.mfousa.com/ | Multi-Family Office (MFO) USA is about deep strategy, multi-generational planning, and seamless execution for wealthy families who want to grow in many ways and for generations to come. We are passionate about the long-term success of our member families. We believe that real wealth is the richness of life, the relationships we build and the footprints we leave behind. The opportunity for families is to achieve growth through disorder by understanding the family goals, uniqueness, and ethos. By defining reality and embracing risk in alignment with long-term family objectives, and implementing proactive, risk-based/potential-creating planning, the family benefits in many ways. | MF | ||||
| 753 | Muniz Family Offices LLC | Fernando | Muniz | Founding Partner | fernando@munizfo.com | info@munizfo.com | 40 SW 13th Street, Suite 200 | Miami | FL | 33130 | United States of America | North America | FAAP - Fundação Armando Alvares Penteado | https://www.linkedin.com/in/fmuniz/ | Real Estate | 2.014 | munizfo@hotmail.com | http://dorrasset.com/ | https://www.munizfo.com/ | Muniz Family Offices LLC is a multi family office firm headquartered in Miami, Florida. | MF | 1 (888) 710-9855 info@dorrasset.com | |||
| 754 | Murray Capital | David | Murray | Managing Director | 44 131 243-2100 | 44 131 243-2101 | david@murraycapital.co.uk, sarah@murraycapital.co.uk | info@murraycapital.co.uk | 26 Charlotte Square | Edinburgh | EH2 4ET | United Kingdom | Europe | Harvard Business School | https://www.linkedin.com/in/david-murray-25759a4a/ | Property, Wine, Foods, Consumer and Goods | 2.000 | £526M | http://www.murraycapital.co.uk/ | Murray Capital Group is the private investment office of the Murray Family, headquartered in Edinburgh, Scotland. The company is wholly owned by the family. We manage only our own money and invest off our balance sheet with no third-party funding. This allows us to take a flexible and long-term approach to managing our portfolio. Our strategy is opportunistic and entrepreneurial which reflects our heritage and background. We have no sector bias but tend not to invest in start-ups and pre-revenue opportunities. Currently we have a core portfolio of trading and real estate assets, which we continue to invest in and develop. Our preference for new investments is income producing assets that can provide us with a yield but we will look at capital growth opportunities as well. | SF | ||||
| Murray Capital | Keith | Murray | Director | 44 131 243-2100 | 44 131 243-2101 | sarah@murraycapital.co.uk | info@murraycapital.co.uk | 26 Charlotte Square | Edinburgh | EH2 4ET | United Kingdom | Europe | Property, Wine, Foods, Consumer and Goods | 2.000 | £526M | https://www.linkedin.com/in/sarah-copland-097461144/ | http://www.murraycapital.co.uk/ | Murray Capital Group is the private investment office of the Murray Family, headquartered in Edinburgh, Scotland. The company is wholly owned by the family. We manage only our own money and invest off our balance sheet with no third-party funding. This allows us to take a flexible and long-term approach to managing our portfolio. Our strategy is opportunistic and entrepreneurial which reflects our heritage and background. We have no sector bias but tend not to invest in start-ups and pre-revenue opportunities. Currently we have a core portfolio of trading and real estate assets, which we continue to invest in and develop. Our preference for new investments is income producing assets that can provide us with a yield but we will look at capital growth opportunities as well. | SF | ||||||
| Murray Capital | Craig | McDermid | Investment Director | 44 131 243-2100 | 44 131 243-2101 | craig@murraycapital.co.uk | info@murraycapital.co.uk | 26 Charlotte Square | Edinburgh | EH2 4ET | United Kingdom | Europe | https://www.linkedin.com/in/craig-mcdermid-2b216539/ | Property, Wine, Foods, Consumer and Goods | 2.000 | £526M | http://www.murraycapital.co.uk/ | Murray Capital Group is the private investment office of the Murray Family, headquartered in Edinburgh, Scotland. The company is wholly owned by the family. We manage only our own money and invest off our balance sheet with no third-party funding. This allows us to take a flexible and long-term approach to managing our portfolio. Our strategy is opportunistic and entrepreneurial which reflects our heritage and background. We have no sector bias but tend not to invest in start-ups and pre-revenue opportunities. Currently we have a core portfolio of trading and real estate assets, which we continue to invest in and develop. Our preference for new investments is income producing assets that can provide us with a yield but we will look at capital growth opportunities as well. | SF | ||||||
| 755 | Mutual Trust Pty Ltd | Craig | Retallack | Chartered Accountant, Family Office Leadership Team Member | 61 3 9605 9500 | 61 3 9605 9599 | craig.retallack@mutualtrust.com.au | info@mutualtrust.com.au | Level 32, 360 Collins St. | Melbourne | VIC | 8007 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/craig-retallack-33584347/ | Domestic Equities, International Equities, Property, Alternative Assets, Fixed Income, Cash, Access to Private Investment Deals, Leverage Global Relationships | 1.951 | https://www.linkedin.com/company/mutual-trust-pty-ltd/ | https://www.mutualtrust.com.au/ | Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients. | MF | |||
| Mutual Trust Pty Ltd | Maria | Lui | Head of VIC & Head of Family Office | 61 4 1058 4738 | 61 3 9207 3001 | maria.lui@mutualtrust.com.au | info@mutualtrust.com.au | Level 32, 360 Collins St. | Melbourne | VIC | 8007 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/marialui/ | Domestic Equities, International Equities, Property, Alternative Assets, Fixed Income, Cash, Access to Private Investment Deals, Leverage Global Relationships | 1.951 | maria.lui@mfco.com.au | https://twitter.com/mf_philanthropy | https://www.mutualtrust.com.au/ | Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients. | MF | |||
| Mutual Trust Pty Ltd | Jeff | Steiner | CPA, Family Office Leadership Team Member | 61 3 9605 9500 | 61 3 9605 9599 | jeff.steiner@mutualtrust.com.au | info@mutualtrust.com.au | Level 32, 360 Collins St. | Melbourne | VIC | 8007 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/jesteiner/ | Domestic Equities, International Equities, Property, Alternative Assets, Fixed Income, Cash, Access to Private Investment Deals, Leverage Global Relationships | 1.951 | https://www.linkedin.com/company/mutual-trust-pty-ltd/ | https://www.mutualtrust.com.au/ | Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients. | MF | ||||
| Mutual Trust Pty Ltd | Peter | Antonie | OAM, CIO | 61 3 9605 9500 | 61 3 9605 9599 | peter.antonie@mutualtrust.com.au | info@mutualtrust.com.au | Level 32, 360 Collins St. | Melbourne | VIC | 8007 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/peter-antonie-oam-3a48a657/ | Domestic Equities, International Equities, Property, Alternative Assets, Fixed Income, Cash, Access to Private Investment Deals, Leverage Global Relationships | 1.951 | https://www.linkedin.com/company/mutual-trust-pty-ltd/ | https://www.mutualtrust.com.au/ | Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients. | MF | ||||
| Mutual Trust Pty Ltd | Robert | Hemphill | Chartered Accountant, Family Office Leadership Team Member | 61 3 9605 9500 | 61 3 9605 9599 | robert.hemphill@mutualtrust.com.au | info@mutualtrust.com.au | Level 32, 360 Collins St. | Melbourne | VIC | 8007 | Australia | Australia / Oceania | Charles Sturt University | https://www.linkedin.com/in/robert-hemphill-52787b17/ | Domestic Equities, International Equities, Property, Alternative Assets, Fixed Income, Cash, Access to Private Investment Deals, Leverage Global Relationships | 1.951 | https://www.linkedin.com/company/mutual-trust-pty-ltd/ | https://www.mutualtrust.com.au/ | Mutual Trust Pty Ltd has been built on the proud history and service excellence of the Baillieu Family Office. Initially servicing the Baillieu Family, Mutual Trust now provides a diversified range of services for a select group of families and clients. | MF | ||||
| 756 | MUUS Asset Management Co LLC. | Chris | Wolff | Portfolio Manager | (203) 221-8070 | chris.wolff@muus.com | 228 Saugatuck Ave. | Westport | CT | 06880 | United States of America | North America | Princeton University | https://www.linkedin.com/in/chris-wolff-471a964/ | Equities, Alternative Funds, Direct Private Equity Investments, Real Estate, Commodities, and Debt | https://www.linkedin.com/company/muus-asset-management-co-llc/ | MUUS is a boutique, private, investment manager. The firm invests in everything from equities, alternative funds, direct private equity investments, real estate, commodities, and debt. | SF | |||||||
| 757 | MVK Group Holdings Co. | Manish | Karani | Founder & CEO | mk@mvk-group.com | 25 North Row, Mayfair | London | W1K 6DJ | United Kingdom | Europe | University of Nottingham | https://www.linkedin.com/in/manishkarani1/ | Private Equity, Venture Capital, Real Estate, Property Technology, Healthcare, Healthcare Technology, Consumer Brands (Plant based Only), Education, Education Technology, EdTech, Bridging Loans, Development Joint Ventures Partners, Acquisition of Commercial Properties | 2.015 | https://www.linkedin.com/company/mvk-group-family-office/ | https://mvk-group.com/ | MVK Group is a multi family office dedicated to strengthening inter-generational ties while ensuring market beating investment returns. | MF | |||||||
| 758 | N/A | Elizabeth | Zabludoff | Board Member | Direct: (212) 699-6706, Direct: (212) 840-3456 | (212) 371-1159 | elizabeth.zabludoff@anchin.com | 360 Madison Avenue | New York | NY | 10017 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/elizabethzabludoff/ | Real Estate | https://www.anchin.com/team/elizabeth-zabludoff/ | Ms. Zabludoff acts as a liaison between the 7th generation family office and its advisors, oversees their performance and hires/vets new service providers when appropriate. She also reviews new investments/business opportunities. | SF | ||||||
| 759 | N/A | Markus | Heuer | Single Family Officer | cio@singlefamilyoffice.eu | Hamburg | Germany | Europe | Frankfurt School of Finance & Management | https://www.linkedin.com/in/markus-f-heuer-cfp-®-36653019b/ | Stock Exchange, Private Real Estate | 2.023 | Markus F. Heuer runs a Germany-based single family office firm. From certified Xetra, Eurex and stock exchange traders to private real estate managers, graduate bankers, certified financial planners and executors: everything is networked from a single source. Efficient, discreet, successful. Always with full commitment. Private: Charity with the Lions Club and Family First with my sons and the best woman in the world. | SF | |||||||||||
| 760 | N/A | Olof | Akesson | Senior Advisor | olof.akesson@gmail.com | Dallas | TX | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/olof-akesson-11a265/ | Real Estate, Alternative Assets, Private Equity, Asset Management, Investment Banking, Private Banking, Value Add, Commercial Real Estate, Multifamily Real Estate, Real Estate Development | https://frankfortergroup.com/ | Olof Akesson serves as Senior Advisor for a single family office investing primarily in real estate and alternative assets. | SF | ||||||||||
| 761 | N/A | Kirt | Boultinghouse | Family Officer | Mobile: (949) 357-7955 | scequities@gmail.com | 901 S Broadway, Suite 605 | Los Angeles | CA | 90015 | United States of America | North America | University of Arizona | https://www.linkedin.com/in/kirt-boultinghouse-283a663/ | Commercial Real Estate, Multi Family, Private Equity, RIA | 2.007 | info@scequities.net | https://www.scequities.net/ | Kirt Boultinghouse runs a single family office firm. | SF | |||||
| 762 | N/A | Andreas | Meyer | Chief Executive Officer | Direct: 49 69 34 879-6667 | a.meyer@bankhaus-scheich.de | Rossmarkt 21 | Frankfurt am Main | 60311 | Germany | Europe | Goethe University Frankfurt | https://www.linkedin.com/in/andreas-meyer-5a01961/ | Financing, Risk Management, Corporate Banking, Real Estate, Renewable, FinTechs, Financial Technology, Broker-dealers, Hedge Funds, Pension Funds, Private Equity | 2.022 | https://www.bankhaus-scheich.de/en/ | Experienced equity and debt capital markets banker with strong skills in financing, risk management, corporate banking and real estate. | SF | |||||||
| 763 | N/A | Myriam | Fakhreddine | Chief Executive Officer | myriamfakhreddine@gmail.com | Geneva | Switzerland | Europe | https://www.linkedin.com/in/myriamfakhreddine/ | Private Equity, Real Estate | I have been passionate about serving the needs of my clients since the very beginning of my career. I have been a Private Banker and built Family Office structures in order to manage and protect the wealth of my customers and their families. I take pride in being their trust-worthy, experienced, and dedicated partner through it all. I am also an eager learner, and always enjoy a good conversation around a cup of coffee. Feel free to reach me at myriamfakhreddine@gmail.com, I'm happy to connect! | SF | |||||||||||||
| 764 | N/A | Mathew | Cantor | Owner’s Representative | Direct: 65 6434-3784 | mcantor@kiricapital.com | Singapore | Singapore | Asia | The University of British Columbia | https://www.linkedin.com/in/avalongroup/ | Direct Real Estate Investment | 2.018 | https://www.kiricapital.com/ | Responsible for real estate investment and asset management strategy and execution for a global portfolio of direct and indirect asset holdings spanning Asia Pacific, The Americas and Europe. | SF | |||||||||
| 765 | N/A | Robert | Preston | Chief Financial Officer | robert.preston@comcast.net | Palm Beach | FL | United States of America | North America | Washington State University / University of Pittsburgh | https://www.linkedin.com/in/robert-preston-2a70117b/ | Direct Real Estate Investment | 2.010 | Single Family Office and Real Estate Development Direct all Finance/Admin/Accounting functions of the Corp. & Family Office. Internal controls/Financial reporting/Treasury/Cash Mgmt /Tax/Payroll/ A/P. Manage outside intermediaries including investment professionals, attorneys, accountants, general contractors, architects. | SF | ||||||||||
| 766 | N/A | Michael | Ouellette | Chief Executive Officer | familyofficeceo@gmail.com | Boston | MA | United States of America | North America | University of Maine | https://www.linkedin.com/in/michael-ouellette-5a7aba54/ | Real Estate | 2.014 | https://www.starboardadvisorsllc.com/?page_id=67 | As a family office executive, Mr. Ouellette’s goal is to lead and assist high-net worth families by developing and extending their legacies with effective use of a family office. While each family office is different in terms of family members, personalities, governance structure, and management style, the one common need is an independent trusted advisor. Mr. Ouellette serves this role by helping families implement best practices for family governance and education, investment management, estate and tax planning, and charitable initiatives. Mr. Ouellette has been top executive in the Family Office industry for the past 20 years representing over $4B of family assets. As valued and respected counsel, Mr. Ouellette began his family office career in Maine with a four-generation family office. Mr. Ouellette now serves as CEO for a two-generation family office in Massachusetts. | MF | |||||||||
| 767 | N/A | Yuri | Kovalev | Private Wealth Management Practice | 380 504 483 888 | 380 443 693 901 | yuri.kovalev@gmail.com | 15K Zroshuvalna Str. | Kiev | 02000 | Ukraine | Europe | Wisconsin International University (USA) in Ukraine | https://www.linkedin.com/in/yuri-kovalev/ | Trading, Plastics, Paper, Food Packaging Materials, Production, Paper Goods and Stationery, Agriculture, Potato Cropping, Manufacturing, Light Aviation, Business Real Estate | 2.013 | yuri.kovalev@fastercapital.com, yuri_kovalev@mail.ru | Swiss Direct: 41 772 328 788 | https://fastercapital.com/regionalpartners/yuri-kovalev.html | Private Multi Family Office | MF | ||||
| 768 | N/A | Ali | Khalid | Investment Director | ali.khalid@ursainvestment.com | Green Park House, 15 Stratton Street, Mayfair | London | W1J 8LQ | United Kingdom | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/ali-khalid-emba-846b9a18/ | Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate, Commodities, Custom Made Structured Products, Aircraft, Oil & Gas, Bond Deals | 2.017 | £500K | http://www.ursainvestment.com/ | Ali Khalid serves as Investment Director for a London, United Kindom-based Single Family Office firm. | SF | |||||||
| 769 | N/A | Harish | Chembai | Investment Analyst | Mobile: 971 528 731 550 | Dubai | United Arab Emirates | Asia | University of Calicut | https://www.linkedin.com/in/harishchembai/ | Real Estate, Public & Private Equities | Harish Chembai serves as Investment Analyst at a Single Family Office in DIFC. | SF | ||||||||||||
| 770 | N/A | Slim | Bouker | CEO Family Office | 971 4381 0200 | slim.bouker@chestertons.com | P.O. Box 283361 | Dubai | United Arab Emirates | Asia | Université Paris Dauphine - PSL | https://www.linkedin.com/in/slimbouker/ | Real Estate, IT | 2.016 | https://www.chestertons-mena.com/ | Slim Bouker is the CEO Family Office at a Private Family Office. | SF | ||||||||
| 771 | N/A | Shaun | McNamee | Group Chief Financial Officer | 44 788 144-4444 | shaun.mcnamee@mail.com | Holborn, London | WC1B 3DD | United Kingdom | Europe | University of Aberdeen | https://www.linkedin.com/in/shaunmcnamee/ | Real Estate | 2.017 | http://www.magliarosaconsulting.com/ | Shaun McNamee is responsible for all aspects of accounting, management reporting, finance and taxation to HNWI and the associated family business. Small team of professionals. Focus on personal and corporate taxes and finance. | SF | ||||||||
| 772 | N/A | Asyraf | Salman | Global Investments | a.asyraf@gmail.com | N/A | N/A | Singapore | Asia | Singapore Management University | https://www.linkedin.com/in/aasyraf/ | Real Estate | https://about.me/aasyraf | Asyraf Salman, CFA holds the position of Global Investments at a Single Family Office firm in Singapore. | SF | ||||||||||
| 773 | N/A | Hongyan | Zhu | Partner | 2260914318@qq.com | Suzhou, Jiangsu | China | Asia | https://www.linkedin.com/in/hongyan-zhu-b1461a1a4/ | Luxury Fashion, Real Estate, Mines, Energy, EPC + financing projects worldwide | Hongyan Zhu serves as Partner for a Single Family Office located in Suzhou, Jiangsu, China. | SF | |||||||||||||
| 774 | N/A | John | Ross-Munro | Head of Single Family Office | 44 162 463-0041 | john.ross-munro@maitlandgroup.com | Falcon Cliff, Palace Road | Douglas | IM2 4LB | Isle of Man | Europe | University of Cape Town | https://www.linkedin.com/in/john-ross-munro-45544051/ | Real Estate, Hedge Funds, Alternative Investments | 2.015 | https://www.maitlandgroup.com/team/john-ross-munro/ | John acts as the Head of an embedded Single Family Office, including acting as General Counsel, Director and Investment Committee Member for the SFO's investment vehicles focused on a wide range of investments, including hedge funds and alternative investments. The embedded SFO is provided under the umbrella of the Maitland Group, with senior personnel such as myself and other professionals who are dedicated to and act only for the family structure and then also other multi-family office personnel at Maitland Group who also provide key ongoing services for the SFO, but on a consumption basis as needed. | SF | |||||||
| 775 | N/A | Daniel | Del Rio | Single Family Office Director | 52 55 4056-8741 | ddelrio@accesscapital.com.mx | Av. de la Palma 8, Huixquilucan | Estado de México | Mexico | North America | Universidad Iberoamericana, Ciudad de México | https://www.linkedin.com/in/daniel-del-rio-54486340/ | Venture Capital, Private Equity, Real Estate, Houses, Townhouses and Multifamilies in Mexico and Miami, FL | 2.017 | contacto@habituscapital.mx | https://accesscapital.com.mx/#equipo https://www.habituscapital.mx/ | Daniel Del Rio serves as Single Family Office Director for a single family office firm in Mexico City Area, Mexico. | SF | |||||||
| 776 | N/A | Kevin | Ernst | Chief Investment Officer | (646) 568-4522 | kernst@kingswoodus.com | Canada | North America | Rutgers University / New York University | https://www.linkedin.com/in/kevin-j-ernst-8b897819/ | Technology, Mining, Life Sciences, Real Estate | https://kingswoodus.com/investment-banking/new-york-and-miami-team | Kevin J. Ernst serves as Chief Investment Officer for a Canadian single family office firm. Kevin brings more than 25 years of capital markets and corporate advisory experience, including senior positions at industry-leading organizations (Merrill Lynch, UBS, NYSE Amex and the NYSE). | SF | |||||||||||
| 777 | N/A | Charles | McGill | Chief Investment Officer | kiman949494@gmail.com | London | United Kingdom | Europe | Yale University | https://www.linkedin.com/in/charles-mcgill-b05945280/ | Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments | 2.013 | Charles McGill holds the position of CIO for a london-based single family office firm | SF | |||||||||||
| 778 | N/A | Selwyn | Singer | Family Office Executive | (561) 804-9569 | ssinger@pbirgi.com | 123 Australian Avenue | Palm Beach | FL | 33480 | United States of America | North America | University of Cape Town | https://www.linkedin.com/in/selwyn-singer-40487546/ | Hedge Funds, Alternative Investments | http://pbirgi.com/ | Chief Operating Officer at a Palm Beach Single Family Office. Responsible for evaluation and monitoring of investments across multiple asset classes such as public, private and alternatives, real estate and business opportunities. | SF | |||||||
| 779 | N/A | Felix | Wienen | Buy Side Equity Analyst | 44 203 207-7915 | 44 203 207-7900 | 60 Threadneedle Street | London | EC2R 8HP | United Kingdom | Europe | Maastricht University | https://www.linkedin.com/in/felixwienen/ | European and US companies in the broader consumer sector including beer, softdrinks, food manufacturing, household and personal care and thematic investment ideas. | info@berenberg.de | https://www.berenberg.de/ https://www.youtube.com/watch?v=ul9AkHKQfAc https://twitter.com/fwenen | Felix Wienen, a buy side equity analyst at SFO - single family office. | SF | 49 40 350 60-900 info@berenberg.de | ||||||
| 780 | N1G Multi-Family Office | Alon | Mahpud | CEO & Founder | 377 99 901 907 | office@n1gworld.com | 7 Avenue Des Papalins | Le Michelangelo | 98000 | Monaco | Europe | https://www.linkedin.com/in/alon-mahpud-241a5b201/ | 2.004 | https://www.linkedin.com/in/christel-bondesan-202334158/ | https://www.n1gworld.com/ | N1G is a Multi-Family Office, incorporated and registered in Monaco with operations in Luxembourg, Jersey and the United Kingdom, Switzerland, France and Australia. Follow us for market updates! N1G assist international clients, private wealth individuals and family offices with respect to all matters related to corporate or any other assets which include corporate and property acquisition, structuring, finance and management. We speak several languages and work with a network of partners such as financial institutions, law firms, accounting firms, valuation experts and others across Europe and Asia, as well as Australia and South Africa. In addition to providing these services to clients, we can also offer assistance in defining an overall wealth management strategy. As a bespoke, multi family office, we also identify corporate real estate investment opportunities in prime locations within mainland Europe, Asia and North America. N1G’s focus is on delivering high expertise and efficient services in a domestic or cross- border context, while preserving the ultimate objectives of our clients. At every stage we are attuned to ensure we take every opportunity to foster our clients’ interests and we successfully represent our clients in various types of complex tax transactions and legal acquisitions or family matters. | MF | ||||||||
| 781 | NALA Investments, LLC | Emilio | Diez Barroso | Founder & Chairman | (310) 388-0914 | emilio@boldcapitalpartners.com | 912 N. La Cienega Blvd. | Los Angeles | CA | 90069 | United States of America | North America | Harvard University | https://www.linkedin.com/in/emilio-diez-barroso-6134245/ | Communications, Transportation, Consumer Products, Real Estate, Technology, Media, Private Equity, Venture Capital, Life Sciences, Healthcare, Frontier Tech | 1.999 | $1B | https://www.boldcapitalpartners.com/team/emilio/ | http://nalainvestments.com/ | NALA Investments is a single-family office with investment interests across various industries including communications, transportation, consumer products, real estate, technology and media. | SF | ||||
| 782 | Naopim Family Office | Anna Carolina | Soares Bermudes | Partner | 55 (21) 2533-5525 | annacarolina@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Rio de Janeiro | RJ | 22430-210 | Brazil | South America | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | ||||||
| Naopim Family Office | Emilio | Soares | Partner, Lawyer | 55 (21) 2533-5525 | emilio@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Rio de Janeiro | RJ | 22430-210 | Brazil | South America | Pontifícia Universidade Católica do Rio de Janeiro | https://www.linkedin.com/in/emilio-soares-3813966/ | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| Naopim Family Office | Fernanda | Mendes | Partner, Lawyer | 55 (21) 2533-5525 | fernanda@naopim.com | naopim@naopim.com | Rua João Lira 102, 102 - Leblon | Rio de Janeiro | RJ | 22430-210 | Brazil | South America | Universidade Federal Fluminense | https://www.linkedin.com/in/fernanda-mendes-490b7614/ | Real Estate, Succession Planning, Business Succession, Property Protection, Family Agreements, Disabling Illnesses, Real Estate, Art Law, Luxury Assets, Family Office for Family Office, Financial Market Translation, Unexpected Earnings and Liquidity Events, Perspectives for the Next Generation, Family Office, Heritage | 1.990 | https://www.linkedin.com/company/naopim/ | http://www.naopim.com.br/ | Naopim Family Office operates as a multi family office firm in Rio de Janeiro, Brazil. | MF | |||||
| 783 | Naropa Capital | Carlos | Fernandez Herraiz | Managing Director | 34 911 891 600 | cfernandez@herraizadvisory.com | info@naropa.es | Rosas de Aravaca, 31, 1 | Madrid | 28023 | Spain | Europe | Universidade da Coruña | https://www.linkedin.com/in/carlos-fernandez-herraiz-phd/ | Private Equity, Real Estate, Fixed Income, Equity | 2.018 | https://www.linkedin.com/company/naropa-capital/ | http://www.naropa.es/ | Naropa Capital is a single-family office with a focus in Real Estate and with a misión to preserve and grow the family wealth. Responsible for the full oversight of the investment strategy and investment implementation process: Asset allocation, portfolio construction and management, third-party manager selection (Private Equity, real estate, fixed income and equity), | SF | |||||
| Naropa Capital | 34 911 891 600 | info@naropa.es | Rosas de Aravaca, 31, 1 | Madrid | 28023 | Spain | Europe | Private Equity, Real Estate, Fixed Income, Equity | 2.018 | https://www.linkedin.com/company/naropa-capital/ | http://www.naropa.es/ | Naropa Capital is a single-family office with a focus in Real Estate and with a misión to preserve and grow the family wealth. Responsible for the full oversight of the investment strategy and investment implementation process: Asset allocation, portfolio construction and management, third-party manager selection (Private Equity, real estate, fixed income and equity), | SF | ||||||||||||
| 784 | National Services Establishment LLC | Adeel | Haider | Chief Investment Officer | 968 2454 5715 | 968 2418 9458 | adeel.haider@nationalservices.om | info@nationalservices.om | P.O. Box 474 | Muscat | PC 100 | Sultanate of Oman | Asia | Real Estate, Development, Construction, Investments, Private Equity, Facility Management and Maintenance Services | 1.980 | KD 100M | http://www.nationalservices.om/ | https://www.linkedin.com/company/national-services-establishment-llc/ | National Services functions as a private family office headquartered in Muscat, Sultanate of Oman. | SF | |||||
| National Services Establishment LLC | Vinay | R S | Engineer | 968 2454 5715 | 968 2418 9458 | vinayrs@gmail.com | info@nationalservices.om | P.O. Box 474 | Muscat | PC 100 | Sultanate of Oman | Asia | https://www.linkedin.com/in/vinay-r-s-6401a13a/ | Real Estate, Development, Construction, Investments, Private Equity, Facility Management and Maintenance Services | 1.980 | KD 100M | http://www.nationalservices.om/ | https://www.linkedin.com/company/national-services-establishment-llc/ | National Services functions as a private family office headquartered in Muscat, Sultanate of Oman. | SF | |||||
| 785 | Navigant Oak, LLC | Ethan | Allen | Managing Partner & Co-Founder | (248) 308-3571 | ethan.allen@navoak.com | 107 N. Center Street | Northville | MI | 48168 | United States of America | North America | Indiana University - Kelley School of Business | https://www.linkedin.com/in/ethan-allen-5ba8918/ | Manufacturing, Sales, Distribution, Service and Commercial Real Estate | 2.015 | https://www.linkedin.com/company/navigant-oak-llc/ | https://navoak.com/ | Navigant Oak is a private holding company for a southeast Michigan family’s portfolio of businesses and investments. Navigant Oak actively pursues new acquisitions where it seeks to make control equity investments in lower middle market companies that can be operated autonomously. Focus is to enable growth in our autonomous companies by offering the right resources for long-term success. Navigant Oak's flexible approach, patient capital, and desire to maintain what's worked in the past often complements family and founder owned businesses. This is especially true in cases where an owner wishes to gracefully exit his or her role while ensuring longevity and commitment to the business that they created. | SF | |||||
| Navigant Oak, LLC | Aaron | Cozart | Managing Partner & Co-Founder | (248) 308-3571 | aaron.cozart@navoak.com | 107 N. Center Street | Northville | MI | 48168 | United States of America | North America | Indiana University Bloomington | https://www.linkedin.com/in/aaron-cozart-480a2b38/ | Manufacturing, Sales, Distribution, Service and Commercial Real Estate | 2.015 | https://www.linkedin.com/company/navigant-oak-llc/ | https://navoak.com/ | Navigant Oak is a private holding company for a southeast Michigan family’s portfolio of businesses and investments. Navigant Oak actively pursues new acquisitions where it seeks to make control equity investments in lower middle market companies that can be operated autonomously. Focus is to enable growth in our autonomous companies by offering the right resources for long-term success. Navigant Oak's flexible approach, patient capital, and desire to maintain what's worked in the past often complements family and founder owned businesses. This is especially true in cases where an owner wishes to gracefully exit his or her role while ensuring longevity and commitment to the business that they created. | SF | ||||||
| Navigant Oak, LLC | Greg | Boll | Chief Executive Officer | (248) 308-3571 | greg.boll@navoak.com | 107 N. Center Street | Northville | MI | 48168 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/greg-boll-140499126/ | Manufacturing, Sales, Distribution, Service and Commercial Real Estate | 2.015 | https://www.linkedin.com/company/navigant-oak-llc/ | https://navoak.com/ | Navigant Oak is a private holding company for a southeast Michigan family’s portfolio of businesses and investments. Navigant Oak actively pursues new acquisitions where it seeks to make control equity investments in lower middle market companies that can be operated autonomously. Focus is to enable growth in our autonomous companies by offering the right resources for long-term success. Navigant Oak's flexible approach, patient capital, and desire to maintain what's worked in the past often complements family and founder owned businesses. This is especially true in cases where an owner wishes to gracefully exit his or her role while ensuring longevity and commitment to the business that they created. | SF | ||||||
| 786 | Naydenov Family Office AG | Georgi | Dantchev-Naydenov | Member of the Board of Directors | georgi@naydenov.li | office@naydenov.li | Lettstrasse 23 | Vaduz | 9490 | Liechtenstein | Europe | University of St.Gallen | https://www.linkedin.com/in/georgi-dantchev-naydenov-211642170/ | Real Estate, Private Equity Funds, Venture Capital Funds, Hedge Funds, Alternative Investments, IT, Information Technology | 2.021 | https://texim.bg/ https://stgallenimmobilien.com/ | https://naydenov.li/ | Naydenov Family Office was created in 2021 in Vaduz, Liechtenstein, with the purpose of managing the assets of the third generation members of the Naydenov family, stemming from the inheritance of the family patriarch, Georgi Naydenov. Georgi Naydenov (1927-1998) was a diplomat and entrepreneur. He was the founder of the Economic Experiment Texim in the 1960’s, which encompassed the creation of the first conglomerate in Bulgaria, as well as the founder of the oldest operating private bank in the country, Texim Bank AD, which exists to this day. The family office was created and is owned by the grandchildren of Georgi Naydenov – Ionko, Georgi and Slava. Our mission is to ensure the continuation of the legacy of our family patriarch, Georgi Naydenov, for future generations, by consolidating key business interests in accordance with his credo; “We were, we are, we will be”. | SF | ||||||
| 787 | Nazarian Enterprises | Randy | Winograd | Chief Operating Officer | (310) 203-3800 | (310) 203-3800 | contactus@nimescapital.com | 9595 Wilshire Boulevard, Suite 600 | Beverly Hills | CA | 90212 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/andrew-randy-winograd-7082b913/ | Private Equity, Real Estate | https://www.inspire2022.org/ | https://www.nimescapital.com/ | Nazarian Enterprises, a single-family office in Los Angeles. Nazarian Enterprises is the family office established by Younes and David Nazarian to diversify and manage the capital of the Nazarian family. The Nazarian family was one of the lead investors in company that was the dominant provider of satellite based tracking systems for the transportation industry, which merged with Qualcomm, Inc. (Nasdaq:QCOM) in 1988. | SF | |||||
| 788 | NewChic Capital | Jennifer | Cheng | Founder & CEO | ema@prestique.com | communications@newchiccapital.com | Hong Kong | Asia | Brown University | https://www.linkedin.com/in/jennifercheng/ | Early Stage Venture, Seed, Private Equity, Property, Technology, and Businesses in the US and in Asia | hello@glamit.com | https://www.glamit.com/pages/team | https://www.newchiccapital.com/ | NewChic Capital is a single-family office with roots in property, technology, and businesses in the US and in Asia. NewChic Capital invests strategically in businesses built around life-improving tech with potential for universal impact. | SF | |||||||||
| NewChic Capital | Tuan | Phan | Professor in Residence | 852 3917 4212 | tphan@hku.hk | communications@newchiccapital.com | Hong Kong | Asia | Massachusetts Institute of Technology / Harvard Business School | https://www.linkedin.com/in/tuan-q-phan/ | Early Stage Venture, Seed, Private Equity, Property, Technology, and Businesses in the US and in Asia | http://tuanqphan.us/ | https://www.newchiccapital.com/ | NewChic Capital is a single-family office with roots in property, technology, and businesses in the US and in Asia. NewChic Capital invests strategically in businesses built around life-improving tech with potential for universal impact. | SF | ||||||||||
| 789 | Nexus Investimentos, Participações e Locações - Family Office | Antonio | Rubens Camilotti Filho | Investment Analyst | 55 (41) 3406-9832 | contabilidade@seivacamilotti.com.br | Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A | Curitiba | PR | 80210-010 | Brazil | South America | Pontifícia Universidade Católica do Paraná | https://www.linkedin.com/in/camilottiantonio/ | Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate | 2.010 | comercioexterior@seivacamilotti.com.br, vendas@seivacamilotti.com.br | http://www.seivacamilotti.com.br/ | https://www.linkedin.com/company/nexus-investimentos-participações-e-locações-family-office/ | Nexus is a Single Family Office based in Curitiba, Brazil. | SF | ||||
| Nexus Investimentos, Participações e Locações - Family Office | Alvaro | Lehmann | Real Estate Analyst | Mobile: 55 (41) 99849-9871 | alvarolmfl@hotmail.com | Av. Dario Lopes dos Santos, 2197 - Andar 7, Bloco A | Curitiba | PR | 80210-010 | Brazil | South America | FAE Centro Universitário | https://www.linkedin.com/in/alvaro-lehmann-136a81a6/ | Liquid Asset Classes in the Brazilian market (Fixed Income, Hedge Funds and Equities) Fixed Income, Hedge Funds, Equity, Private Equity, Venture Capital, Real Estate | 2.010 | https://www.linkedin.com/company/nexus-investimentos-participações-e-locações-family-office/ | Nexus is a Single Family Office based in Curitiba, Brazil. | SF | |||||||
| 790 | NGI Naef Gestion Internationale SA | Jacques-Antoine | Redier | Real Estate Manager | 41 223 286 122 | 41 223 286 130 | jaredier@naef-international.com | info@naef-international.com | Place des Philosophes 18 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/jacques-antoine-redier-122319/ | Real Estate, Private Equity, Hedge Funds | 2.003 | https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ | https://www.naef-international.com/ | Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. | MF | |||||
| NGI Naef Gestion Internationale SA | Jean | Naef | Founder | 41 223 286 122 | 41 223 286 130 | jnaef@naef-international.com | info@naef-international.com | Place des Philosophes 18 | Geneva | CH-1205 | Switzerland | Europe | Real Estate, Private Equity, Hedge Funds | 2.003 | https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ | https://www.naef-international.com/ | Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. | MF | |||||||
| NGI Naef Gestion Internationale SA | Marie-Aude | Meylan | Chief Operational Officer - Vice-President | 41 223 286 122 | 41 223 286 130 | mameylan@naef-international.com | info@naef-international.com | Place des Philosophes 18 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/marie-aude-meylan-a16a4952/ | Real Estate, Private Equity, Hedge Funds | 2.003 | https://www.linkedin.com/company/naef-gestion-internationale-s-a-/ | https://www.naef-international.com/ | Naef Gestion Internationale is a Geneva, Switzerland-based multi family office firm. | MF | ||||||
| 791 | Nicas Group Capital, Inc. | Monica | Leap | Founder | (603) 759-7360 | monicaleap@gmail.com | 550 Elm Street | Manchester | NH | 3062 | United States of America | North America | Real Estate | 2.007 | http://nicasgroup.com/ | Nicas Group is a multi-family office specializing in opportunistic real estate. | MF | ||||||||
| Nicas Group Capital, Inc. | Nicholas | Leap | Manager | (603) 759-7360 | nickleap@nicasgroup.com | 550 Elm Street | Manchester | NH | 3062 | United States of America | North America | https://www.linkedin.com/in/nick-leap-7961553/ | Real Estate | 2.007 | http://nicasgroup.com/ | Nicas Group is a multi-family office specializing in opportunistic real estate. | MF | ||||||||
| 792 | NOIA Capital | Muhammed | Yesilhark | Chief Investment Officer | muhammed@noiacapital.com | contact@noiacapital.com | 18 rue Robert Stumper | Luxembourg | L-2557 | Luxembourg | Europe | Lancaster University | https://www.linkedin.com/in/muhammed-yesilhark-b089996/ | Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments | 2.019 | investors@q2qcapital.com | https://www.q2qcapital.com/ | https://noia.capital/ | NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). | MF | |||||
| NOIA Capital | Jérôme | Lhoist | Partner | jerome@noiacapital.com | contact@noiacapital.com | 18 rue Robert Stumper | Luxembourg | L-2557 | Luxembourg | Europe | Université catholique de Louvain | https://www.linkedin.com/in/jérôme-lhoist-2a80a816/ | Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments | 2.019 | https://www.linkedin.com/company/noia-capital/ | https://noia.capital/ | NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). | MF | |||||||
| NOIA Capital | Nicolas | Vassaux | Co-Founder | nicolas@noiacapital.com | contact@noiacapital.com | 18 rue Robert Stumper | Luxembourg | L-2557 | Luxembourg | Europe | Aarhus University | https://www.linkedin.com/in/nicolas-vassaux-80772211/ | Private Equity, Real Estate, Venture Capital, Hedge Funds, Alternative Investments | 2.019 | https://www.linkedin.com/company/noia-capital/ | https://noia.capital/ | NOIA Capital is a Luxembourg based multi family office focusing on growth capital opportunities. The Group is registered with CSSF (Luxembourg), FSMA (Belgium), and VARA (UAE). | MF | |||||||
| 793 | Nolan Capital, Inc. | Austin | Browning | Managing Director | Direct: (424) 675-7646 | (424) 675-7605 | browning@nolancap.com | info@nolancap.com | 58 11th Street | Hermosa Beach | CA | 90254 | United States of America | North America | University of California Santa Barbara | https://www.linkedin.com/in/austin-browning-1504a832/ | Private Equity, Real Estate, Vineyards | 2.014 | $100M | https://www.linkedin.com/company/nolan-capital-inc./ | https://nolancap.com/ | Nolan Capital, based in Southern California, is the family office of Peter J. Nolan. We originate, execute and manage private equity, real estate and other investments on behalf of the Nolan family. Our private equity strategy is focused on making control investments in leading middle-market companies. We seek to partner with exceptional management teams who share a common vision for future growth. We are patient investors who take a long-term approach in providing strategic and financial support to help build sustainable shareholder value. | SF | ||
| Nolan Capital, Inc. | Rob | Weitz | Principal | Direct: (424) 675-7609 | (424) 675-7605 | weitz@nolancap.com | info@nolancap.com | 58 11th Street | Hermosa Beach | CA | 90254 | United States of America | North America | University of Michigan - Stephen M. Ross School of Busines | https://www.linkedin.com/in/rob-weitz-b431b852/ | Private Equity, Real Estate, Vineyards | 2.014 | $100M | https://www.linkedin.com/company/nolan-capital-inc./ | https://nolancap.com/ | Nolan Capital, based in Southern California, is the family office of Peter J. Nolan. We originate, execute and manage private equity, real estate and other investments on behalf of the Nolan family. Our private equity strategy is focused on making control investments in leading middle-market companies. We seek to partner with exceptional management teams who share a common vision for future growth. We are patient investors who take a long-term approach in providing strategic and financial support to help build sustainable shareholder value. | SF | |||
| Nolan Capital, Inc. | Drew | Dunnington | Vice President | Direct: (424) 675-7610 | (424) 675-7605 | dunnington@nolancap.com | info@nolancap.com | 58 11th Street | Hermosa Beach | CA | 90254 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/drewdunnington/ | Private Equity, Real Estate, Vineyards | 2.014 | $100M | https://www.linkedin.com/company/nolan-capital-inc./ | https://nolancap.com/ | Nolan Capital, based in Southern California, is the family office of Peter J. Nolan. We originate, execute and manage private equity, real estate and other investments on behalf of the Nolan family. Our private equity strategy is focused on making control investments in leading middle-market companies. We seek to partner with exceptional management teams who share a common vision for future growth. We are patient investors who take a long-term approach in providing strategic and financial support to help build sustainable shareholder value. | SF | |||
| Nolan Capital, Inc. | James | Shin | Chief Financial Officer | Direct: (424) 675-7607 | (424) 675-7605 | james@nolancap.com | info@nolancap.com | 58 11th Street | Hermosa Beach | CA | 90254 | United States of America | North America | University of California, Riverside | https://www.linkedin.com/in/jsshin1/ | Private Equity, Real Estate, Vineyards | 2.014 | $100M | https://www.linkedin.com/company/nolan-capital-inc./ | https://nolancap.com/ | Nolan Capital, based in Southern California, is the family office of Peter J. Nolan. We originate, execute and manage private equity, real estate and other investments on behalf of the Nolan family. Our private equity strategy is focused on making control investments in leading middle-market companies. We seek to partner with exceptional management teams who share a common vision for future growth. We are patient investors who take a long-term approach in providing strategic and financial support to help build sustainable shareholder value. | SF | |||
| Nolan Capital, Inc. | Peter | Nolan | Chairman | Direct: (424) 675-4174 | (424) 675-7605 | nolan@nolancap.com | info@nolancap.com | 58 11th Street | Hermosa Beach | CA | 90254 | United States of America | North America | Cornell University | https://www.linkedin.com/in/peter-nolan-89729814/ | Private Equity, Real Estate, Vineyards | 2.014 | $100M | https://www.leonardgreen.com/team/ | https://nolancap.com/ | Nolan Capital, based in Southern California, is the family office of Peter J. Nolan. We originate, execute and manage private equity, real estate and other investments on behalf of the Nolan family. Our private equity strategy is focused on making control investments in leading middle-market companies. We seek to partner with exceptional management teams who share a common vision for future growth. We are patient investors who take a long-term approach in providing strategic and financial support to help build sustainable shareholder value. | SF | |||
| 794 | 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 | University of Chicago | 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 | 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 | University of Maryland | 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 | University of Illinois and College of Financial Planning | 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 | University of Chicago | 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 | Texas Christian University | 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 | University of Michigan | 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 | North Park University | 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 | ||||
| 795 | Northland Wealth Management | Arthur | Salzer | CEO & Co-CIO | (416) 818-6377 | (712) 239-3025 | asalzer@northlandwealth.com | info@northlandwealth.com | 2010 Winston Park Dr., Suite 504 | Oakville | ON | L6H 5R7 | Canada | North America | McMaster University | https://www.linkedin.com/in/arthursalzer/ | Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services | 2.011 | $300M | https://www.linkedin.com/company/northland-wealth-management/ | https://www.northlandwealth.com/ | Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. | MF | ||
| Northland Wealth Management | Joseph | Abramson | Co-Chief Investment Officer | (416) 360-3423 | (712) 239-3025 | jabramson@northlandwealth.com | info@northlandwealth.com | 2010 Winston Park Dr., Suite 504 | Oakville | ON | L6H 5R7 | Canada | North America | McGill University | https://www.linkedin.com/in/abramsonjoseph/ | Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services | 2.011 | $300M | https://www.linkedin.com/company/northland-wealth-management/ | https://www.northlandwealth.com/ | Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. | MF | |||
| Northland Wealth Management | Jerry | Olynuk | Managing Director & Portfolio Manager | (416) 360-3423 | (712) 239-3025 | jolynuk@northlandwealth.com | info@northlandwealth.com | 2010 Winston Park Dr., Suite 504 | Oakville | ON | L6H 5R7 | Canada | North America | University of Saskatchewan | https://www.linkedin.com/in/jerry-olynuk-cfa-3261561a/ | Alternative Investments, Private Equity , Private Real Estate, Hedge Funds, Family Governance, Private Debt, Portfolio Management, Fee-Only, Bitcoin, Next Gen Education, Concierge Services | 2.011 | $300M | https://www.linkedin.com/company/northland-wealth-management/ | https://www.northlandwealth.com/ | Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm. | MF | |||
| 796 | Northwood Family Office LP | Barrett | Lyons | Manager, Tax and Planning | Direct: (416) 502-6284 | (416) 502-6279 | bl@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | McMaster University | https://www.linkedin.com/in/barrett-lyons-5021bb53/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | |
| Northwood Family Office LP | Russ | Rodrigues | Director of Investments | Direct: (416) 502-6283 | (416) 502-6279 | rr@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | Royal Military College of Canada/Collège militaire royal du Canada | https://www.linkedin.com/in/russrodrigues/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | ||
| Northwood Family Office LP | CC | Shaver | Vice President of Operations & Finance | Direct: (416) 644-6491 | (416) 502-6279 | cc@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | The University of British Columbia | https://www.linkedin.com/in/ccleeshaver/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | ||
| Northwood Family Office LP | Eric | Weir | Executive Vice President | Direct: (416) 502-6275 | (416) 502-6279 | ew@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | Western University | https://www.linkedin.com/in/eric-weir-82025a3/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | ||
| Northwood Family Office LP | Scott | Hayman | President & Head of Client Service | Direct: (416) 502-6292 | (416) 502-6279 | sh@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | Brock University | https://www.linkedin.com/in/scott-hayman-837b5320/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | ||
| Northwood Family Office LP | Tom | McCullough | Chairman, CEO & CIO | Direct: (416) 502-6288 | (416) 502-6279 | tm@northwoodfamilyoffice.com | performance@northwoodprivatecounsel.com | 130 King Street West, Suite 2250 | Toronto | ON | M5X 1C8 | Canada | North America | University of Toronto - Rotman School of Management | https://www.linkedin.com/in/tommcculloughnorthwood/ | Real Estate, Alternative Investments | 2.003 | $762M | https://www.linkedin.com/company/northwood-family-office/ | https://www.northwoodfamilyoffice.com/ | Northwood is a multi-family office which serves the comprehensive investment and financial needs of affluent families. Northwood has quickly become one of the leaders in its field and is recognized as the ‘#1 Family Office in Canada’ by Euromoney in its global private banking survey. | MF | Office Address: 130 King Street West, Suite 2250 Toronto, ON M5X 1C8 Canada | ||
| 797 | Novum Capital Partners SA | Alessandro | Capelli | Functional Consultant | 41 227 151 800 | alessandro.capelli@novumcapitalpartners.com | info@novumcapitalpartners.com | Rue des Alpes 7 | Geneva | CH-1201 | Switzerland | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/alessandro-capelli-1406b9164/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 2.018 | https://www.linkedin.com/company/novum-capital-partners-sa/ | https://www.novumcapitalpartners.com/ | Novum Capital Partners was founded with one key objective: to provide ultra-high-net-worth families with peace of mind. Our partners shared a vision to build a financial services firm that is completely independent from banks, provides trusted advice for a limited number of clients based on a holistic understanding of their needs and wealth – and offers services that go far beyond the one of a traditional multi-family office. Whether our clients are looking to secure the most efficient terms to refinance their assets, or require a bespoke portfolio to help them achieve their long-term investment objectives, or even need advice for estate planning, our commitment is to help our clients simplify their lives and make it easier for them to achieve their family goals. | MF | |||||
| Novum Capital Partners SA | Flavio | Testi | Senior Investment Manager Fixed Income & Credit | Mobile: 41 792 044 872 | testiflavio@gmail.com | info@novumcapitalpartners.com | Rue des Alpes 7 | Geneva | CH-1201 | Switzerland | Europe | Université de Fribourg - Universität Freiburg | https://www.linkedin.com/in/flavio-t-66b7b915a/ | Alternative Investments, Alternative Funds, Private Equity, Real Estate | 2.018 | https://www.linkedin.com/company/novum-capital-partners-sa/ | https://www.novumcapitalpartners.com/ | Novum Capital Partners was founded with one key objective: to provide ultra-high-net-worth families with peace of mind. Our partners shared a vision to build a financial services firm that is completely independent from banks, provides trusted advice for a limited number of clients based on a holistic understanding of their needs and wealth – and offers services that go far beyond the one of a traditional multi-family office. Whether our clients are looking to secure the most efficient terms to refinance their assets, or require a bespoke portfolio to help them achieve their long-term investment objectives, or even need advice for estate planning, our commitment is to help our clients simplify their lives and make it easier for them to achieve their family goals. | MF | ||||||
| 798 | Noyack Capital | CJ | Follini | Chief Investment Officer of MultiFamily Officer | Direct: (631) 209-7633 | cj@noyackcapital.com | New York | NY | 10007 | United States of America | North America | Tufts University / Harvard Business School | https://www.linkedin.com/in/cjfollini/ | Commercial Real Estate, Seed VC, Venture Capital, Consumer Packaged Goods, Opportunistic Special Situations, Logistics Income REIT, Technology, Rocket Launch, SpaceX, Logistic, Cargo, Space Cargo | 1.988 | cj.follini@noyackcapital.com, cj@wearenoyack.com | noyacklogistics.com/ | https://www.wearenoyack.com/team/cj-follini | Noyack Capital, a nine UNHW family alternative investment allocator. NOYACK allocated to commercial real estate, seed VC, consumer packaged goods, and opportunistic special situations. Noyack Alternative Investments is committed to putting investors first in line for profits and last in line for risk. Our Founder -CJ Follini - is an alts expert with over 40 years experience managing alternatiove investments for a group of UNHW families in the US, Canada and Hong Kong. Our experience extends to several asset classes including: commercial real estate with last-mile logistics as focus seed stage VC for female founders investment-grade fine art private credit consumer packaged goods (CPG) spirits & beverage. Our core values of equality, integrity, and transparency define our identity and purpose. We have already launched our first four funds: 1)Noyack Logistics Income REIT I for Accredited Investors - $125M share issuance - noyacklogistics.com - top performing industrial REIT for 2023 and the ONLY CRE offering to repurpose large parking garages into logistics depots with vertipads on the roofs for EVTOLs 2)Noyack Logistics Income REIT II for Non Accredited Investors - $75M share issuance 3)Noyack Fine Art - the only fine art fund partnering with the artists as portfolio owners 4)Noyack VC - $5m Reg CF with seed stage SpaceX at center of portfolio. As one of our largest investors told us, ""Noyack makes money FOR partners, not FROM partners. | MF | |||||
| 799 | NT Capital Management LLC | Son | Nguyen | Principal | sn1982@nyu.edu | info@ntcapitalmanagement.com | 6026 Stevenson Blvd. | Fremont | CA | 94538 | United States of America | North America | New York University | https://www.linkedin.com/in/sonnguyentt/ | Venture Capital, Private Equity, Real Estate | 1.993 | https://www.linkedin.com/company/nt-capital-management/ | https://www.ntcapitalmanagement.com/ | NT Capital Management is a single-family office based in the Bay Area, California. In 1993, the family founded one of the oldest conglomerates in Vietnam. The firm deployed capital in four main pillars: financial services, real estate, automotive dealership, and cultural theme park projects. With long-standing relationships and external investment professionals, our commitment is to maximize risk-adjusted returns. | SF | |||||
| 800 | OBM S.A. (Single Family Office) | Konstantinos | Grigoriadis | Head of Family Office (SFO) - Wealth Management | Mobile: (202) 317-1459 | c.g.grigoriadis@gmail.com | New York | NY | United States of America | North America | American University | https://www.linkedin.com/in/constantinos-grigoriadis/ | Technology | 2.014 | • Provided ongoing operational and strategic leadership input across the various family office concerns, and also provide a comprehensive view of the family’s personal and business affairs through relevant financial and management reporting. • Created and coordinated a comprehensive family financial strategy, including an Investment Policy Statement (IPS). • Initiated and managed the primary investing decisions in fulfilling the family investment objectives. • Coordinated efforts with other in-house and outsourced financial professionals to minimize risk and maximize returns. • Developed multiple family financial strategies and IPSs for various intra-family members. • Coordinated financial objectives and outlined investment parameters and benchmarks, including trusts and partnerships. • Used all available account aggregation, reporting, and risk metrics/analytics capabilities to customize services. • Researched, interviewed and hired money managers from around the world to implement financial strategies, including cash management, bonds, equities, alternatives, derivatives & real estate. • Supervised ongoing alternative investments and long-only managers’ due diligence process including: monitoring, comparing and evaluating investment managers across asset classes and strategies. | SF | |||||||||
| 801 | Ocean Road Advisors, Inc. | Edward | Meyer | Chairman, CEO & CIO | (212) 599-3500 | (212) 389-6540 | edward.meyer@oceanroadadvisors.com | info@oceanroadadvisors.com | 650 Madison Avenue, 26th Floor | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/edward-meyer-677a0928/ | Public and Private Equities, Hedge Funds, Real Estate and Venture Capital | 2.005 | $750M | investors@oceanroadadvisors.com | https://www.linkedin.com/company/ocean-road-advisors-meyer-and-co--llc/ | https://oceanroadadvisors.com/ | Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. | SF | ||
| Ocean Road Advisors, Inc. | Mark | Varous | Chief Operating Officer & Chief Financial Officer | (212) 599-3500 | (212) 389-6540 | mark.varous@oceanroadadvisors.com | info@oceanroadadvisors.com | 650 Madison Avenue, 26th Floor | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/mark-varous-59738323/ | Public and Private Equities, Hedge Funds, Real Estate and Venture Capital | 2.005 | $750M | mark.varous@meyerandco.com | https://meyerandco.com/ | https://oceanroadadvisors.com/ | Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. | SF | |||
| Ocean Road Advisors, Inc. | Anthony | Meyer | President & Chief Operating Officer | (212) 389-6521 | (212) 389-6540 | anthony.meyer@oceanroadadvisors.com | info@oceanroadadvisors.com | 650 Madison Avenue, 26th Floor | New York | NY | 10022 | United States of America | North America | Harvard University | https://www.linkedin.com/in/anthonyemeyer/ | Public and Private Equities, Hedge Funds, Real Estate and Venture Capital | 2.005 | $750M | anthony.meyer@meyerandco.com | https://meyerandco.com/ | https://oceanroadadvisors.com/ | Ocean Road Advisors is a family office and investment management company founded in 2005 to oversee the family assets of Edward H. Meyer, the former longstanding Chairman, President and Chief Executive Officer of the Grey Global Group, one of the world’s largest advertising, marketing, and communications companies, and those of his son Anthony E. Meyer a serial entrepreneur in the fields of real estate, healthcare and education. | SF | ||
| 802 | Ocelot Capital Management, LLC | Dennis | Lyons | Chief Financial Officer | dennis@ocelotcapital.com | 1805 West Ave. | Austin | TX | 78701 | United States of America | North America | Texas McCombs School of Business | https://www.linkedin.com/in/dennis-lyons-cpa-60135945/ | Hedge Funds, Private Equity, Real Estate, Commodities | 2.018 | https://www.ocelotcapital.com/ | https://www.linkedin.com/company/ocelotcapital/ | Ocelot Capital is a private investment firm focused on investing in high-quality, differentiated companies in the Mobility & Supply Chain markets through three core offerings: •Private Equity: Control and minority investments in growing companies operating in the lower-middle market. •Public Markets Solutions: Introducing high-quality private companies to the public markets via special purpose acquisition companies (“SPACs”). •Venture Capital: Providing capital to top entrepreneurs with a strategic geographic focus on the Central Texas corridor. | SF | ||||||
| Ocelot Capital Management, LLC | Andrew | Townsend | Managing Member & Founder | andrew@ocelotcapital.com | 1805 West Ave. | Austin | TX | 78701 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/andrew-townsend-940574bb/ | Hedge Funds, Private Equity, Real Estate, Commodities | 2.018 | https://www.ocelotcapital.com/ | https://www.linkedin.com/company/ocelotcapital/ | Ocelot Capital is a private investment firm focused on investing in high-quality, differentiated companies in the Mobility & Supply Chain markets through three core offerings: •Private Equity: Control and minority investments in growing companies operating in the lower-middle market. •Public Markets Solutions: Introducing high-quality private companies to the public markets via special purpose acquisition companies (“SPACs”). •Venture Capital: Providing capital to top entrepreneurs with a strategic geographic focus on the Central Texas corridor. | SF | |||||||
| 803 | Odoomber Tree Capital | Tapan | Bhargave | Founder & Managing Principal | (512) 436-3471 | tpb3@cornell.edu | info@odoomber.com | 3700 McKinney Ave. | Dallas | TX | 75206 | United States of America | North America | Cornell University | https://www.linkedin.com/in/tapan-bhargave/ | Private Equity, Real Estate | 2.016 | $428M | info@earthbenign.com http://earthbenign.com/ | https://www.linkedin.com/company/odoomber-tree-capital/ | Holistic Institute. As a family office, we differ from traditional Wealth Management firms, Investment Advisors, and Private Equity firms by the community aspect of our clientele: our common purpose and interests are expressed openly, our families together have a certain mandate, and our community members are encouraged to know each other as part of our community and interact with each other in intentional community. We invest together over and over again in the themes and purposes we’re commonly interested in. | MF | |||
| 804 | Odyssey 44, a.s. | Martin | Kúšik | Chief Executive Officer | 420 225 994 994 | info@odyssey44.com | Na Příkopě 859/22 | Praha 1 | 110 00 | Czech Republic | Europe | Charles University | https://www.linkedin.com/in/martin-kúšik-231004b9/ | Education, Real Estate | 2.014 | €20M | https://www.aauni.edu/ | https://odyssey44.com/ | Odyssey 44 is a family office and was founded in 2014 in Prague. It manages the wealth of the Kúšik family. Its founder, Martin Kúšik, has been active in the investment business for almost 20 years as a partner of Penta Investments. The primary objective of Odyssey 44 is to invest into exceptional businesses which consistently create value for their customers and employees. We are convinced that by exceeding their expectations, long term value growth will follow. | SF | |||||
| 805 | Olive Tree Limited | Riaz | Akhtar | Business Performance Improvement Consultant | 971 56 502 3688 | info@olivetreelimited.com | P.O. Box 31291 | Emirate of Ras Al Khaimah | United Arab Emirates | Asia | University of Strathclyde | https://www.linkedin.com/in/riazakhtar/ | Hospitality, Hotels, F&B, Theme Parks, Hotel Real Estate Investment, Sovereign Wealth Funds, Local Investment Houses, Entertainment, Healthcare, Education, Renewable Energy, Energy Solutions and other related industries | 2.015 | https://www.linkedin.com/in/olive-tree-limited-b11744199/ | https://olivetreelimited.com/ | Olive Tree Limited is a single family office and the hospitality space founded in 2015. The single family office managing the private wealth of high net worth individual within the office and family members. Across its portfolio, Olive Tree manages various investment portfolios, consisting of hotels, F&B, Theme Parks. With a deep understanding of asset management and an arsenal of proprietary investment analysis tools, Olive Tree Limited is one of the fastest growing and most innovative asset management and hotel real estate investment companies in the hospitality industry. Olive Tree Limited has also been instrumental in setting up Joint Ventures between foreign companies and sovereign wealth funds, local investment houses and single-family offices in the fields of Entertainment, Healthcare, Education, Renewable Energy, Energy Solutions and other related industries. | SF | |||||||
| 806 | One & Only Holdings Inc. | Gennady | Perepada | Partner | Mobile: (917) 803-0700 | (212) 406-0796 | gperepada@oneandonlyrealty.com | 18 East 48th Street, 7th floor | New York | NY | 10017 | United States of America | North America | https://www.linkedin.com/in/gennady-perepada-8a38a528/ | Real Estate | 2.009 | https://www.oneandonlyrealty.com/ | https://oneandonlyholdings.com/ | A multi-family office dedicated to making your dreams a reality. One & Only Holdings has been providing a select group of clients and their families with unparalleled service since 2009. We leverage our knowledge, experience and operational capabilities to support the requirements of the family across its entire range of affairs, from long-term planning to routine transactions and administrative support. | MF | |||||
| One & Only Holdings Inc. | Aiya | Tulemaganbetova | Investment Director | Mobile: (917) 565-4632 | (212) 406-0796 | aiya@alfaconsultingnyc.com | 18 East 48th Street, 7th floor | New York | NY | 10017 | United States of America | North America | Almaty Technological University | https://www.linkedin.com/in/aiya-tulemaganbetova-6ab56560/ | Real Estate | 2.009 | https://www.oneandonlyrealty.com/ https://alfaconsultingnyc.com/ | https://oneandonlyholdings.com/ | A multi-family office dedicated to making your dreams a reality. One & Only Holdings has been providing a select group of clients and their families with unparalleled service since 2009. We leverage our knowledge, experience and operational capabilities to support the requirements of the family across its entire range of affairs, from long-term planning to routine transactions and administrative support. | MF | |||||
| 807 | ONE Family Office Group Limited | Timothy | Lu | Director | 852 3612 9962 | timothylu@onefohk.com | info@onefohk.com | RM 2701 27/F Prosperity Tower No. 39 Queen's Road | Central | Hong Kong | Asia | Real Estate, Property Investment, Medical and Education Planning | 2.018 | https://www.linkedin.com/company/one-family-office/ | https://onefogroup.com/ | ONE Family Office is a Hong Kong-based multi-family office that provides independent wealth management solutions and other family governance solutions to families and individuals. We focus on serving High Net Worth (HNW) families based in Asia with our best-in-class professionals. We typically cater to clients with assets ranging between US$3M to US$50M. We adopt a dynamic investment approach, which has been generating steady returns and allows us to be flexible in adapting to an ever-changing global market environment. In addition to wealth preservation and growth, we provide a bespoke and comprehensive suite of family office solutions, including but not limited to corporate services, family account management, property investment, medical and education planning, family trust arrangement and tax advisory services. | MF | ||||||||
| 808 | Onelin Capital Corporation | Evan | Lin | Executive Vice President | Office: 206 682 2137, Direct: (626) 283-1662 | seattle@onelincapital.com | seattle@onelincapital.com | 1525 4th Ave., Suite 400 | Seattle | WA | 98101 | United States of America | North America | University of Washington | https://www.linkedin.com/in/evan-lin-3596b2112/ | Real Estate, Technology, Financial Services, Science Park Operation | 2.015 | $400M | https://www.linkedin.com/company/onelin-capital/ | https://www.onelincapital.com/ | ONELIN Capital Corporation(OCC) is a Silicon Valley based multi-asset strategy single family office. As the family office of a 30+ year old multi-billion dollar global investment conglomerate, we span across the globe and invest across asset classes including venture, funds, debt, real estate and more. We also invest across industries including real estate, technology, and financial services. | SF | |||
| 809 | Oosterbaan Investment Group | Niels | Oosterbaan | Managing Director | 32 50 600 860 | info@oosterbaangroup.com | Maalse Steenweg 526 | Brugge | 8310 | Belgium | Europe | https://www.linkedin.com/in/niels-oosterbaan-22411851/ | Private equity, Venture Capital, Real Estate, Alternative Investments | 2.009 | https://oosterbaangroup.com/ | Oosterbaan Investment Group is an independent investment company, backed by a single family office. With growth, entrepreneurship and optimum return in our DNA, Oosterbaan Investment Group is in constant search of high performing assets. After a strict selection from our network and ongoing monitoring, we choose to invest for the long term in growth-driven companies with a strong track record and a value-added approach. | SF | The Netherlands Office: Rijksweg 14a 4511 PJ, Breskens The Netherlands | |||||||
| 810 | Orchard Family Office Services | Michael | Floryan | Founder & Principal | Direct: (818) 540-8770 | michael@floryanlaw.com | 11953 Ancona Way | Porter Ranch | CA | 91326-4800 | United States of America | North America | University of Southern California / Pepperdine Law | https://www.linkedin.com/in/michael-floryan-32853815/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.022 | https://floryanlaw.com/ | https://www.linkedin.com/company/orchard-family-office-services/ | Orchard Family Office Services, a Los Angeles, California-based single family office firm. | SF | |||||
| Orchard Family Office Services | Jaclyn | Floryan | Director | Direct: (818) 621-8632 | jaclyn@floryanlaw.com | 11953 Ancona Way | Porter Ranch | CA | 91326-4800 | United States of America | North America | University of Southern California / Pepperdine Law | https://www.linkedin.com/in/jaclyn-floryan-31717b102/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.022 | https://floryanlaw.com/ | https://www.linkedin.com/company/orchard-family-office-services/ | Orchard Family Office Services, a Los Angeles, California-based single family office firm. | SF | ||||||
| Orchard Family Office Services | Marc | Pierguidi | Managing Director | (310) 388-0018 | mpierguidi@innovisefwa.com | 10100 Santa Monica Blvd., Suite 925 | Los Angeles | CA | 90067 | United States of America | North America | Siena College | https://www.linkedin.com/in/marc-pierguidi-43317234/ | Real Estate, Private Equity, Loans, and other Non-Traditional Investments | 2.022 | https://floryanlaw.com/ | https://www.linkedin.com/company/orchard-family-office-services/ | Orchard Family Office Services, a Los Angeles, California-based single family office firm. | SF | ||||||
| 811 | Orchard Ventures | Chris | Shelton | Managing Partner | chris@orchardventures.com | Salt Lake City | UT | United States of America | North America | Brigham Young University / The Wharton School | https://www.linkedin.com/in/chris-shelton-aa336414/ | Build Enduring Companies, Real Estate Projects, Buyouts, Growth Equity, Venture Capital | $5B | https://www.linkedin.com/company/orchard-ventures/ | https://www.orchardventures.com/ | Orchard Ventures is a Utah-based family office backing enduring businesses and real estate projects. As a single family office with an evergreen fund structure, we have no maximum investment horizon. We understand that building enduring businesses and real estate projects takes time and sometimes requires pivots. We're here for the whole journey. | SF | ||||||||
| Orchard Ventures | Matt | Jensen | Partner & CFO | matt@orchardventures.com | Salt Lake City | UT | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/matt-jensen-6b445249/ | Build Enduring Companies, Real Estate Projects, Buyouts, Growth Equity, Venture Capital | $5B | https://www.linkedin.com/company/orchard-ventures/ | https://www.orchardventures.com/ | Orchard Ventures is a Utah-based family office backing enduring businesses and real estate projects. As a single family office with an evergreen fund structure, we have no maximum investment horizon. We understand that building enduring businesses and real estate projects takes time and sometimes requires pivots. We're here for the whole journey. | SF | |||||||||
| Orchard Ventures | Devin | Lindley | Vice President | devin@orchardventures.com | Salt Lake City | UT | United States of America | North America | Brigham Young University / The Wharton School | https://www.linkedin.com/in/devin-lindley-767074b1/ | Build Enduring Companies, Real Estate Projects, Buyouts, Growth Equity, Venture Capital | $5B | https://www.linkedin.com/company/orchard-ventures/ | https://www.orchardventures.com/ | Orchard Ventures is a Utah-based family office backing enduring businesses and real estate projects. As a single family office with an evergreen fund structure, we have no maximum investment horizon. We understand that building enduring businesses and real estate projects takes time and sometimes requires pivots. We're here for the whole journey. | SF | |||||||||
| 812 | Orion Advisors SA | Gregor | Schmid | Partner | gregor.schmid@orion-advisors.net | office@orion-advisors.net | Ruta 8 km 17.5, ed @2, Of.402 | Montevideo | 91600 | Uruguay | South America | University of Basel | https://www.linkedin.com/in/gregor-schmid-98aa11135/ | Fund/Portfolio Management, Renewable Energy, Real Estate, Health and Hospital Services, Telecom, Technology to Agri-Business | gregor@orion-advisors.net | https://www.linkedin.com/company/orionadvisors/ | https://orion-advisors.net/ | Orion Advisors is a multi-family office, offering truly independent services and solutions to our clients. Orion Advisors is a family office and advisory firm, offering wealth planning, structuring and management solutions and services. We make sure your family values and personal needs are well taken care of. We provide tailor made solutions and personalized services. We are dedicated and focused on each client personally and discreetly. We are a Multi Family Office headquartered in Montevideo (Uruguay) with partner offices in Buenos Aires and Zurich. We attempt to offer a full range of services and give our clients equitable, customized solutions for the administration, structuring and management of family holdings and its assets. In each of the jurisdictions we aim to work within the ruling regulatory framework through our respective partner companies. | MF | ||||||
| Orion Advisors SA | Christoph | Schaer | Partner | christoph.schaer@orion-advisors.net | office@orion-advisors.net | Ruta 8 km 17.5, ed @2, Of.402 | Montevideo | 91600 | Uruguay | South America | University of Pennsylvania Carey Law School | https://www.linkedin.com/in/cfschaer/ | Fund/Portfolio Management, Renewable Energy, Real Estate, Health and Hospital Services, Telecom, Technology to Agri-Business | christoph@orion-advisors.net | https://www.linkedin.com/company/orionadvisors/ | https://orion-advisors.net/ | Orion Advisors is a multi-family office, offering truly independent services and solutions to our clients. Orion Advisors is a family office and advisory firm, offering wealth planning, structuring and management solutions and services. We make sure your family values and personal needs are well taken care of. We provide tailor made solutions and personalized services. We are dedicated and focused on each client personally and discreetly. We are a Multi Family Office headquartered in Montevideo (Uruguay) with partner offices in Buenos Aires and Zurich. We attempt to offer a full range of services and give our clients equitable, customized solutions for the administration, structuring and management of family holdings and its assets. In each of the jurisdictions we aim to work within the ruling regulatory framework through our respective partner companies. | MF | |||||||
| 813 | Ortsac Capital Group | Bobby | Castro | Founder | bobby@ortsac.com | 1650 SE 17th Street, Suite 104 | Fort Lauderdale | FL | 33316 | United States of America | North America | https://www.linkedin.com/in/bobby-castro/ | Commercial Real Estate, Hotel, Development | $300M | Bookings@bobbycastro.com | https://bobbycastro.com/ | https://www.ortsac.com/ | Ortsac Capital Group is a private family office focusing on value investments that make absolute sense day 1. Since 2003, the primary principals of Ortsac have been investing in real estate and have acquired over 500 mil in real estate investments assets, our portfolio currently consists in over 300 mil assets. | SF | ||||||
| Ortsac Capital Group | Sofia | Castro | Founder & Principal | Direct: (954) 880-1772 | sofia@ortsac.com | 1650 SE 17th Street, Suite 104 | Fort Lauderdale | FL | 33316 | United States of America | North America | https://www.linkedin.com/in/sofia-castro-252535195/ | Commercial Real Estate, Hotel, Development | $300M | https://sofiacastroofficial.com/ | https://www.ortsac.com/ | Ortsac Capital Group is a private family office focusing on value investments that make absolute sense day 1. Since 2003, the primary principals of Ortsac have been investing in real estate and have acquired over 500 mil in real estate investments assets, our portfolio currently consists in over 300 mil assets. | SF | |||||||
| Ortsac Capital Group | Laura | Harely | Director Of Operations | laura@ortsac.com | 1650 SE 17th Street, Suite 104 | Fort Lauderdale | FL | 33316 | United States of America | North America | https://www.linkedin.com/in/laura-harely-a98a51196/ | Commercial Real Estate, Hotel, Development | $300M | https://www.ortsac.com/ | Ortsac Capital Group is a private family office focusing on value investments that make absolute sense day 1. Since 2003, the primary principals of Ortsac have been investing in real estate and have acquired over 500 mil in real estate investments assets, our portfolio currently consists in over 300 mil assets. | SF | |||||||||
| Ortsac Capital Group | Edward | Chesney | Asset Managert | eddie@ortsac.com | 1650 SE 17th Street, Suite 104 | Fort Lauderdale | FL | 33316 | United States of America | North America | https://www.linkedin.com/in/edward-chesney-2311a253/ | Commercial Real Estate, Hotel, Development | $300M | https://www.ortsac.com/ | Ortsac Capital Group is a private family office focusing on value investments that make absolute sense day 1. Since 2003, the primary principals of Ortsac have been investing in real estate and have acquired over 500 mil in real estate investments assets, our portfolio currently consists in over 300 mil assets. | SF | |||||||||
| 814 | Oslo Patrimônio | Leonardo | Costa | Founding Partner | 55 (51) 3332-5258 | costa@oslopatrimonio.com.br | Av. Plínio Brasil Milano, Nº 757 - Sala 803 - Bairro Auxiliadora | Porto Alegre | RS | 90520-002 | Brazil | South America | Pontifícia Universidade Católica do Rio Grande do Sul | https://www.linkedin.com/in/leonardo-m-costa/ | Real Estate Investment Fund | 2.010 | $100M | leonardo.costa@hamptoncreditos.com.br | https://hamptoncreditos.com.br/ https://www.cicloempreendedor.com.br/ | http://oslopatrimonio.com.br/ | Oslo Patrimônio, a Multi-Family Office firm located in Porto Alegre - RS, Brasil. | MF | |||
| 815 | Osprey Capital, LLC | David | Hoffmann | Principal & Founder | (847) 512-3180 | (847) 512-3199 | dhoffmann@ospreycapitalllc.com | 568 Lincoln Avenue | Winnetka | IL | 60093 | United States of America | North America | University of Central Missouri | https://www.linkedin.com/in/davidhoffmanndhr/ | Real Estate, Oil Distribution, Insurance, Public Market Investment, Aviation and Wine-Making | 2.012 | $2B | https://ospreycapitalllc.com/ | Osprey Capital is a private family office, consisting of internationally recognized businesses owned solely by the Hoffmann family. | SF | ||||
| Osprey Capital, LLC | Greg | Hoffmann | Principal & COO | (847) 512-3180 | (847) 512-3199 | greghoffmann@hoffmanncre.com | 568 Lincoln Avenue | Winnetka | IL | 60093 | United States of America | North America | Miami University | https://www.linkedin.com/in/greg-hoffmann-3176935b/ | Real Estate, Oil Distribution, Insurance, Public Market Investment, Aviation and Wine-Making | 2.012 | $2B | https://ospreycapitalllc.com/ | Osprey Capital is a private family office, consisting of internationally recognized businesses owned solely by the Hoffmann family. | SF | |||||
| 816 | Ott Partners | Jean-Francois | Ott | Chairman & CEO | 33 140 676 700 | jchouanine@ottproperties.eu | info@groupott.com | 10 rue de Penthièvre | Paris | 75008 | France | Europe | https://www.linkedin.com/in/jean-francois-ott-686abaa3/ | Private Equity, Venture Capital, Real Estate, Hospitality, Property Development | 2.014 | https://www.linkedin.com/in/julie-chouanine-34a7a09/ https://www.ottventures.cz/ | https://www.ottproperties.eu/ | Ott Partners is a Prague, Czech Republic-based single family office managing the wealth of its founders Jean-Francois Ott and Nicholas Tommasini. The pair created their wealth through extensive careers in the real estate and private equity spaces. | SF | ||||||
| 817 | Ovata Private Office | info@ovataprivate.com | Building and Construction, Automotive, Property Development, Agribusiness and Rural, Mining and Exploration, Transport and Freight, Family Businesses and SME’s, Medical, Dental and Health, Professional Services, Industrial and Engineering | https://www.ovataprivate.com/ | Ovata Private Office is designed to assist high net worth families managing their wealth with individually tailored strategies. It is independent, unique in providing solutions across the family’s private and professional goals. We focus on providing professional, confidential and compassionate management of the family’s interests. Family continuity and wealth transition can be complex, demanding and highly emotive. Withextensive experience across all levels of the high net wealth landscape, we are well placed to assist with your family continuity needs and long term goals, from simple questions to the most complicated family situations, including but not limited to, investments, debt requirements, bill payments, treasury management, banking, accounting and taxation services, consulting and any pressing challenges. We take an integrative and collaborative approach and include all relevant professional advisors to ensure we are all working towards the same goal and achieve the best possible outcome for our family office clients and to secure the future for generations to come. | MF | |||||||||||||||||||
| 818 | PAADE GmbH | Thomas | Teufel | Founder | 49 171 993-3709 | thomas.teufel@paade.de | Daimlerstraße 9 | Gosheim | 78559 | Germany | Europe | Hochschule Furtwangen | https://www.linkedin.com/in/thomas-teufel/ | Private Equity, Venture Capital, Seed Funding, Technology | 2.006 | https://www.linkedin.com/company/cluster-zerspanungstechnik/ | https://www.linkedin.com/company/paade-gmbh/ | PAADE GmbH is a family office of Thomas Teufel. The company PAADE GmbH is registered in the German commercial register at the Stuttgart District Court under number HRB 460984. Thomas Teufel is in charge of the management. Task: Investments in other companies and the taking over of management and representation of other companies if necessary, as well as personnel services, consulting, especially in the software and engineering sectors, and the acquisition and sale of real estate properties. | SF | ||||||
| 819 | Pacific Tiger Group Limited | Reza | Cockrell | Managing Director | 604 8267 677 | thf@habitatfoundation.org.my | 19/F Diamond Exchange Building, 8 - 10 Duddell Street | Central | Hong Kong | Asia | The Johns Hopkins University | https://www.linkedin.com/in/reza-cockrell-b207856/ | Real Estate Investment, Development, Financing, Food, Manufacturing, Processing, Distribution, Hospitality, Resorts, Venture Capital | https://habitatfoundation.org.my/ | https://www.linkedin.com/company/pacific-tiger-group-limited/ | PTG is a single Family Office Direct Investment firm headquartered in Hong Kong. PTG focuses on Real Estate (investment, development & financing), Food (manufacturing, processing & distribution), Hospitality (resorts) and Venture Capital. PTG's direct investments are currently located in China, South East Asia, Australia, New Zealand and Europe. The firm developed a Responsible Investment Framework and is transitioning to an Impact aligned investment organisation. | SF | Malaysia Office: Bukit Bendera 11350 Pinang Penang, Malaysia | |||||||
| 820 | Palmarium AG | Patrick | Wild | Senior Managing Director & CEO | 41 445 458 080 | patrick.wild@palmarium.ch | Bahnhofstrasse 24 | Zurich | 8001 | Switzerland | Europe | Private Equity, Real Estate | 2.014 | https://www.linkedin.com/company/palmarium-ag/ | https://palmarium.ch/ | Palmarium is a private family office and investor with focus on alternative investments including private equity and real estate. We leverage our networks to identify opportunities and structure proprietary transactions around them, with the unique ability to manage complex businesses and situations. The rare combination of our deep sector knowledge and a singular commitment to our principals and partners is reflected in our performance and diverse portfolio of businesses. | SF | ||||||||
| 821 | PAMERA Real Estate Partners GmbH | Christoph | Zapp | Managing Director & Partner | 49 895 9918 9710 | 49 895 9918 9729 | zapp@pamera.de | info@pamera.de | Ottostraße 5 | Munich | 80333 | Germany | Europe | Technical University of Munich | https://www.linkedin.com/in/christoph-zapp-036665160/ | Real Estate | 2.010 | €1.1M | https://www.linkedin.com/company/pamera-real-estate-partners-gmbh/ | https://pamera.de/ | PAMERA is an independent and owner-managed real estate multi-family office that specializes in the management of real estate assets in Germany. PAMERA was founded in 2010 and currently manages offices and offices in Munich and Frankfurt with over 30 objects and projects at more than 15 locations with a volume of over EUR 650 million. We build real estate portfolios for our clients and fully manage them. Our long-term, Germany-wide portfolio primarily comprises residential, office, hotel and retail properties in sustainably good locations in larger metropolitan areas. We selectively implement residential, hotel and office project developments on our own or in a joint venture with project developers. When working with project development partners, our focus is on raising capital and project controlling. | MF | |||
| PAMERA Real Estate Partners GmbH | Stefan | Ruppert | Asset Management & Marketing | 49 895 9918 9710 | 49 895 9918 9729 | ruppert@pamera.de | info@pamera.de | Ottostraße 5 | Munich | 80333 | Germany | Europe | https://www.linkedin.com/in/stefan-ruppert-b7829497/ | Real Estate | 2.010 | €1.1M | https://www.linkedin.com/company/pamera-real-estate-partners-gmbh/ | https://pamera.de/ | PAMERA is an independent and owner-managed real estate multi-family office that specializes in the management of real estate assets in Germany. PAMERA was founded in 2010 and currently manages offices and offices in Munich and Frankfurt with over 30 objects and projects at more than 15 locations with a volume of over EUR 650 million. We build real estate portfolios for our clients and fully manage them. Our long-term, Germany-wide portfolio primarily comprises residential, office, hotel and retail properties in sustainably good locations in larger metropolitan areas. We selectively implement residential, hotel and office project developments on our own or in a joint venture with project developers. When working with project development partners, our focus is on raising capital and project controlling. | MF | |||||
| PAMERA Real Estate Partners GmbH | Karl | Freiherr Groß von Trockau | Managing Director & Partner | 49 697 6807 1000 | 49 697 6807 1009 | grossvontrockau@pamera.de | info@pamera.de | Eschersheimer Landstraße 49 | Frankfurt am Main | 60322 | Germany | Europe | Real Estate | 2.010 | €1.1M | https://www.linkedin.com/company/pamera-real-estate-partners-gmbh/ | https://pamera.de/ | PAMERA is an independent and owner-managed real estate multi-family office that specializes in the management of real estate assets in Germany. PAMERA was founded in 2010 and currently manages offices and offices in Munich and Frankfurt with over 30 objects and projects at more than 15 locations with a volume of over EUR 650 million. We build real estate portfolios for our clients and fully manage them. Our long-term, Germany-wide portfolio primarily comprises residential, office, hotel and retail properties in sustainably good locations in larger metropolitan areas. We selectively implement residential, hotel and office project developments on our own or in a joint venture with project developers. When working with project development partners, our focus is on raising capital and project controlling. | MF | ||||||
| 822 | PAN CONTACT & CO. | Renee | Pan | Founder & CEO | renee@pancontact.com | pan@pancontact.com | London | United Kingdom | Europe | https://www.linkedin.com/in/pan-contact-and-co-94b171192/ | Commercial Real Estate, Luxury Concierge, Ahopping, Food, Art, Culture, Lifestyle, Finest Hotels, Venues, Fashion | 2.012 | https://www.pbec.org/team-showcase/renee-pan/ | https://pancontact.com/ | PAN CONTACT & CO is Multi-Family Office. We provide private clients with exclusive, bespoke wealth management services. Our services are tailored-made for High Net Worth (HNW) families whose assets are complex and who are looking to make their lives simpler by working with a single provider who can manage their affairs, leaving them free to concentrate on the essentials: their business and their family. We provide our clients with a wide range of services from traditional wealth management through to specialised legal advice in family and commercial law, as well as administration and concierge services. | MF | |||||||||
| 823 | PANGEA Private Family Offices | Declan | Winston Ramsaran | Managing Director | (855) 415-4075, (416) 915-4165 | declan.ramsaran@pangeafamilyoffices.com | 1 First Canadian Place, 100 King Street West, Suite 5700 | Toronto | ON | M5X 1C7 | Canada | North America | Tyndale Seminary | https://www.linkedin.com/in/declan-winston-ramsaran-6025311/ | Real Estate, Endowments, Wine | 2.012 | https://www.linkedin.com/company/redwood-wealth-canada/ | https://www.linkedin.com/company/pangeaprivatewealth/ | PANGEA Private Family Offices is foremost a family wealth strategy firm serving 1st & 2nd generation creators of significant wealth, and their families with independent thinking that redefines their wealth experience. We specialize in resolving complex family wealth issues for enterprising global families with thoughtful guidance and insider perspective. We believe that wealth transcends dollars and decimals to also include the human elements of personal well-being, family intellectual capital and family & community legacy. To actualize our purpose to help global families flourish for generations, we engage our proprietary Family Circle of Wealth™ process concurrently drawing on the strength of our team of professional associates both domestic and abroad, some of whom specialize in the quantitative elements of family wealth strategy management and others in the qualitative elements. | SF | |||||
| 824 | Pappas Harris Capital | Jason | Pappas | Managing Partner | (214) 736-1437 | jpappas@pappasharriscapital.com | 4713 West Lovers Lane, Suite 100 | Dallas | TX | 75209 | United States of America | North America | Texas State University | https://www.linkedin.com/in/jason-pappas-836ab452/ | Real Estate, Damaged Property, Private Equity | 2.013 | https://www.pappasharriscapital.com/ | Pappas Harris Capital is a multi family office and investment firm that seeks to create long-term sustainable value, by providing exceptional risk-adjusted returns to its investor partners through superior execution of opportunistic and value-added strategies. | MF | ||||||
| Pappas Harris Capital | Josh | Harris | Managing Partner | (214) 736-1437 | jharris@pappasharriscapital.com | 4713 West Lovers Lane, Suite 100 | Dallas | TX | 75209 | United States of America | North America | Stephen F. Austin State University | https://www.linkedin.com/in/joshharris/ | Real Estate, Damaged Property, Private Equity | 2.013 | https://www.pappasharriscapital.com/ | Pappas Harris Capital is a multi family office and investment firm that seeks to create long-term sustainable value, by providing exceptional risk-adjusted returns to its investor partners through superior execution of opportunistic and value-added strategies. | MF | |||||||
| 825 | Pardon Inc. | Liz | Barhydt | Head Of Finance | (720) 316-5371 | liz@pardon.com | Denver | CO | United States of America | North America | Wake Forest University | https://www.linkedin.com/in/lizbarhydt/ | Fine Art Collection, Hospitality, Real Estate, New Luxury, Accounting, Financial Preparation, Financial Analysis, Forecasting & Budgeting, Retention Analysis, Business Intelligence, Dashboard Creation, Audit, Process Improvement, ERP Implementation, Developing Teams, Cash Management, Revenue Analysis, Financial Presentation, Integration & Due Diligence | liz@lifemadesweet.com | https://about.me/lizbarhydt http://www.lifemadesweet.com/ | https://www.pardon.com/ | Pardon is a modern family office and venture studio, dedicated to the entrepreneurial endeavors, curatorial and artistic pursuits, and investment portfolio of Nicholas Pardon. At our core is the spirit of invention and a drive to bring our wildest and most inspiring ideas to life. Powered by a diverse group of designers, strategists, and capital allocators, we work together to launch self-sustaining ventures and empower organizations we believe in. Our current portfolio includes a flagship digital publishing company, a growing real-estate and experience enterprise, a contemporary arts institution, and hundreds of seed-stage investments. The Pardon team is distributed across the Americas, with key hubs in Newport Beach, Denver and New York City. | MF | |||||||
| 826 | Pastewka Family Holdings | Peter | Pastewka | President & CEO | Direct: (424) 603-7937 | peter@phasetwospace.com | 5877 Obama Blvd. | Los Angeles | CA | 90016 | United States of America | North America | University of Alberta / University of Calgary | https://www.linkedin.com/in/peter-pastewka-8413bb57/ | Frontier Technology, Media, Entertainment, Multifamily Real Estate, Residential Real Estate, Mixture of used Commercial and Commercial Real Estate located in Canada and the US, 3D Scanning and Printing, SaaS Software, Virtual Reality, Augmented Reality, Cryptocurrencies, Blockchain, Chatbots, Space Technologies, Artificial Intelligence and other Frontier Industries | 1.983 | https://phasetwospace.com/ | Pastewka Family Holdings, a California-based single family office firm for the Pastewka Family. | SF | ||||||
| Pastewka Family Holdings | Dan | Pastewka | Managing Partner | (424) 603-7936 | dan@phasetwospace.com | 5877 Obama Blvd. | Los Angeles | CA | 90016 | United States of America | North America | University of Calgary / Chapman University | https://www.linkedin.com/in/dan-pastewka/ | Frontier Technology, Media, Entertainment, Multifamily Real Estate, Residential Real Estate, Mixture of used Commercial and Commercial Real Estate located in Canada and the US, 3D Scanning and Printing, SaaS Software, Virtual Reality, Augmented Reality, Cryptocurrencies, Blockchain, Chatbots, Space Technologies, Artificial Intelligence and other Frontier Industries | 1.983 | https://phasetwospace.com/ | Pastewka Family Holdings, a California-based single family office firm for the Pastewka Family. | SF | |||||||
| 827 | Pathomsak Holdings Company | Thanomphong | Pathomsak | Director | 662 622 8700 | 662 622 8709 | thanomphong@yaowawong.com | Grand China Trade Tower, 215 Yaowaraj Road | Sampantawong | Bangkok | 10100 | Thailand | Asia | Assumption University | https://www.linkedin.com/in/thanomphong-kim-pathomsak-46015761/ | "Presently, the company’s core investments are in four strategic business groups namely, property/real estate group, hotel and travel & lifestyle group, trading and financial related business, and private investment & joint ventures. " | 1.994 | http://pathomsak.com/ | PHC is a private family office and holding company for personal assets, properties, and investments of the Pathomsak family. | SF | |||||
| Pathomsak Holdings Company | Charintip | Pathomsak | Managing Director | 662 622 8700 | 662 622 8709 | charintip@thaisiri.com | Grand China Trade Tower, 215 Yaowaraj Road | Sampantawong | Bangkok | 10100 | Thailand | Asia | https://www.linkedin.com/in/charintip-pathomsak-99668134/ | "Presently, the company’s core investments are in four strategic business groups namely, property/real estate group, hotel and travel & lifestyle group, trading and financial related business, and private investment & joint ventures. " | 1.994 | http://pathomsak.com/ | PHC is a private family office and holding company for personal assets, properties, and investments of the Pathomsak family. | SF | |||||||
| 828 | Patoka Capital | Chance | Ragains | Managing Director & CEO | (812) 945-4006 | (812) 945-4076 | chancer@patokacapital.com | info@patokacapital.com | 825 Northgate Blvd., Suite 203 | New Albany | IN | 47150 | United States of America | North America | Butler University | https://www.linkedin.com/in/chance-ragains-1b60406/ | Private Equity, Venture Capital, Manufacturing, Distribution, Retail and Service, Franchising, Commercial Real Estate, Entertainment, Media | 2.013 | $200M | https://www.linkedin.com/company/patoka-capital/ | https://www.patokacapital.com/ | Patoka Capital, a Louisville, Kentucky-based single family office with a track record of partnering with founders and management teams to grow exceptional niche companies. We invest from a pool of our own permanent, family capital, with over $200 million under management – our sole mission is to build long term value by investing in excellent niche businesses. We are actively looking to partner with owners who are dedicated to ensuring long term success. Our managing directors are operating executives who appreciate the challenge of profitably scaling businesses, and are focused on enhancing the lean, fast, and flexible culture of our companies. | SF | ||
| Patoka Capital | Steve | Wilson | Chief Legal Officer & General Counsel | (812) 945-4006 | (812) 945-4076 | stevew@patokacapital.com | info@patokacapital.com | 825 Northgate Blvd., Suite 203 | New Albany | IN | 47150 | United States of America | North America | Eastern Kentucky University / Louis D. Brandeis School of Law at the University of Louisville | https://www.linkedin.com/in/steven-wilson-2022086/ | Private Equity, Venture Capital, Manufacturing, Distribution, Retail and Service, Franchising, Commercial Real Estate, Entertainment, Media | 2.013 | $200M | https://www.linkedin.com/company/patoka-capital/ | https://www.patokacapital.com/ | Patoka Capital, a Louisville, Kentucky-based single family office with a track record of partnering with founders and management teams to grow exceptional niche companies. We invest from a pool of our own permanent, family capital, with over $200 million under management – our sole mission is to build long term value by investing in excellent niche businesses. We are actively looking to partner with owners who are dedicated to ensuring long term success. Our managing directors are operating executives who appreciate the challenge of profitably scaling businesses, and are focused on enhancing the lean, fast, and flexible culture of our companies. | SF | |||
| Patoka Capital | Dan | Von Behren | Managing Director & CFO | Direct: (502) 889-6327 | (812) 945-4076 | dvonbehren@patokacapital.com | info@patokacapital.com | 825 Northgate Blvd., Suite 203 | New Albany | IN | 47150 | United States of America | North America | Western Michigan University - Haworth College of Business | https://www.linkedin.com/in/danvonbehren/ | Private Equity, Venture Capital, Manufacturing, Distribution, Retail and Service, Franchising, Commercial Real Estate, Entertainment, Media | 2.013 | $200M | danv@cfoservices.com | https://www.linkedin.com/company/patoka-capital/ | https://www.patokacapital.com/ | Patoka Capital, a Louisville, Kentucky-based single family office with a track record of partnering with founders and management teams to grow exceptional niche companies. We invest from a pool of our own permanent, family capital, with over $200 million under management – our sole mission is to build long term value by investing in excellent niche businesses. We are actively looking to partner with owners who are dedicated to ensuring long term success. Our managing directors are operating executives who appreciate the challenge of profitably scaling businesses, and are focused on enhancing the lean, fast, and flexible culture of our companies. | SF | ||
| 829 | Patrimium Multi Family Office FZCO | Amine | Bentaleb | Managing Partner | Mobile: 971 553 308 266 | aminebentaleb@me.com | info@patrimiummfo.com | One Central Offices, Level 2, Dubai World Trade Centre DWTC | Dubai | United Arab Emirates | Asia | Al Akhawayn University / University of Zurich | https://www.linkedin.com/in/amine-bentaleb-48bb2239/ | Healthcare, Sustainability, Alternative Investments, Public Equities, Private Equity, Venture Capital, Fixed Income, Real Estate, Hedge Funds | 2.023 | https://www.linkedin.com/company/patrimium-a-global-multi-family-office/ | https://www.patrimiummfo.com/ | Patrimium was founded in 2023 with a vision to create next generation’s Multi Family Office by combining the mindset of an independent and agile partnership with the rigour and infrastructure of a global institution. As custodians of significant wealth, integrity and trust constitute core principles underpinning incentives fully aligned to the interests of our clients. Hence, our clients’ success is our success. Supported by a fully registered and licensed state-of-the-art infrastructure, we believe in the inherent positive force of sustainable investing to drive healthy financial returns as well as positive societal impact. | MF | ||||||
| Patrimium Multi Family Office FZCO | Daniel | Matson | Partner | daniel.matson@adia.ae | info@patrimiummfo.com | One Central Offices, Level 2, Dubai World Trade Centre DWTC | Dubai | United Arab Emirates | Asia | Stockholm University | https://www.linkedin.com/in/danielmatson/ | Healthcare, Sustainability, Alternative Investments, Public Equities, Private Equity, Venture Capital, Fixed Income, Real Estate, Hedge Funds | 2.023 | https://www.linkedin.com/company/patrimium-a-global-multi-family-office/ | https://www.patrimiummfo.com/ | Patrimium was founded in 2023 with a vision to create next generation’s Multi Family Office by combining the mindset of an independent and agile partnership with the rigour and infrastructure of a global institution. As custodians of significant wealth, integrity and trust constitute core principles underpinning incentives fully aligned to the interests of our clients. Hence, our clients’ success is our success. Supported by a fully registered and licensed state-of-the-art infrastructure, we believe in the inherent positive force of sustainable investing to drive healthy financial returns as well as positive societal impact. | MF | ||||||||
| Patrimium Multi Family Office FZCO | Waiel | Al-Qaimi | Operating Partner | waq1878@gmail.com | info@patrimiummfo.com | One Central Offices, Level 2, Dubai World Trade Centre DWTC | Dubai | United Arab Emirates | Asia | Queen Mary University of London | https://www.linkedin.com/in/waiel-alqaimi/ | Healthcare, Sustainability, Alternative Investments, Public Equities, Private Equity, Venture Capital, Fixed Income, Real Estate, Hedge Funds | 2.023 | https://www.linkedin.com/company/patrimium-a-global-multi-family-office/ | https://www.patrimiummfo.com/ | Patrimium was founded in 2023 with a vision to create next generation’s Multi Family Office by combining the mindset of an independent and agile partnership with the rigour and infrastructure of a global institution. As custodians of significant wealth, integrity and trust constitute core principles underpinning incentives fully aligned to the interests of our clients. Hence, our clients’ success is our success. Supported by a fully registered and licensed state-of-the-art infrastructure, we believe in the inherent positive force of sustainable investing to drive healthy financial returns as well as positive societal impact. | MF | ||||||||
| 830 | Patterson Thoma Family Office | Dan | Patterson | Founder & Chairman | Direct: (214) 978-3817 | (214) 978-3899 | dan@pattersonthoma.com | info@pattersonthoma.com | 3899 Maple Avenue, Suite 225 | Dallas | TX | 75219 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/dan-patterson-54877b/ | Private Equity, Distressed Debt, Special Situations, Land / Real Estate | 1.982 | https://www.linkedin.com/company/patterson-thoma-family-investments/ | https://pattersonthoma.com/ | Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals brings extraordinary value and significant experience to the firm. | SF | |||
| Patterson Thoma Family Office | Colin | Patrick | Chief Financial Officer | Direct: (214) 978-3833 | (214) 978-3899 | colin@pattersonthoma.com | info@pattersonthoma.com | 3899 Maple Avenue, Suite 225 | Dallas | TX | 75219 | United States of America | North America | University of North Texas | https://www.linkedin.com/in/colin-patrick-cpa-9ba8b28/ | Private Equity, Distressed Debt, Special Situations, Land / Real Estate | 1.982 | https://www.linkedin.com/company/patterson-thoma-family-investments/ | https://pattersonthoma.com/ | Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals brings extraordinary value and significant experience to the firm. | SF | ||||
| Patterson Thoma Family Office | Eric | Braun | Financial Controller | Direct: (214) 978-3801 | (214) 978-3899 | eric@pattersonthoma.com | info@pattersonthoma.com | 3899 Maple Avenue, Suite 225 | Dallas | TX | 75219 | United States of America | North America | Oklahoma State University | https://www.linkedin.com/in/eric-braun-32184034/ | Private Equity, Distressed Debt, Special Situations, Land / Real Estate | 1.982 | https://www.linkedin.com/company/patterson-thoma-family-investments/ | https://pattersonthoma.com/ | Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals brings extraordinary value and significant experience to the firm. | SF | ||||
| Patterson Thoma Family Office | Celeste | Newton-Walker | Director of Operational Finance | Direct: (214) 389-2340 | (214) 978-3899 | celeste@pattersonthoma.com | info@pattersonthoma.com | 3899 Maple Avenue, Suite 225 | Dallas | TX | 75219 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/celeste-walker-cpa-6471575b/ | Private Equity, Distressed Debt, Special Situations, Land / Real Estate | 1.982 | https://www.linkedin.com/company/patterson-thoma-family-investments/ | https://pattersonthoma.com/ | Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals brings extraordinary value and significant experience to the firm. | SF | ||||
| Patterson Thoma Family Office | Andy | Harvey | Director Of Business Development | Direct: (214) 978-3810 | (214) 978-3899 | andy@pattersonthoma.com | info@pattersonthoma.com | 3899 Maple Avenue, Suite 225 | Dallas | TX | 75219 | United States of America | North America | Oklahoma State University | https://www.linkedin.com/in/andy-harvey-a25b6ab/ | Private Equity, Distressed Debt, Special Situations, Land / Real Estate | 1.982 | https://www.linkedin.com/company/patterson-thoma-family-investments/ | https://pattersonthoma.com/ | Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. Its principals make investments in established funds and management teams who can efficiently deploy capital and provide an exceptional rate of return. The principals involved with Patterson Thoma Family Office are both dedicated and dynamic. Each of our professionals brings extraordinary value and significant experience to the firm. | SF | ||||
| 831 | Payne Companies | Abb | Payne | Founder & CEO | (601) 582-6031 | apayne@paynecompanies.com | 135 Mayfair Rd. | Hattiesburg | MS | 39402 | United States of America | North America | University of Mississippi | https://www.linkedin.com/in/abb-payne-6874366/ | Private Equity, Hospitality, Nationwide Hotel Operations, Boutique Resort and Hotel Investments, and a large portfolio of Class A Office Space | 2.018 | https://www.linkedin.com/company/payne-companies/ | https://payneco.com/ | The Payne Companies serves as a family office and investment manager to its own and other diversified family enterprises and entrepreneurial endeavors. Our investment and planning solutions focus primarily on private equity, with the goal of providing solid results to the individuals, trusts, and organizations who are our clients. The Payne Companies owns or co-owns and manages home health and private duty companies, regional specialty pharmacy operations, and multiple assisted living facilities throughout the Southeastern United States. Separately, the Company manages and oversees investments in nationwide hotel operations, boutique resort and hotel investments, and a large portfolio of Class A office space. The principals also own and manage sizable agricultural investments, primarily in the timber and cattle sectors. | SF | |||||
| 832 | PCG Investments | Robert | Boogaard | Partner | 31 356 970 527 | robert@pcginvestments.nl | Industrieweg 14K | Loosdrecht | 1231 KH | The Netherlands | Europe | The London School of Economics and Political Science (LSE) | 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 | Hanzehogeschool Groningen / Hanze University of Applied Sciences Groningen | 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 | |||||||
| 833 | PCINVEST | Miguel | Lopes | Chief Investment Officer | miguel.lopes01@gmail.com | Porto | N/A | Portugal | Europe | IPAM | https://www.linkedin.com/in/miguel-lopes-280a0119/ | Healthcare, Food, Real Estate | PCINVEST is a Porto, Portugal-based Single Family Office Firm | SF | |||||||||||
| PCINVEST | Cristiana | Amorim | Investment Advisor | 351 253 808 290 | 351 253 808 299 | cristiananunesdeoliveira@gmail.com | Rua da Feiteira, n.º 10, Apartado 5002 - Abade de Neiva | Barcelos | 4750-001 | Portugal | Europe | Universidade Lusíada | https://www.linkedin.com/in/cristiananunesdeoliveiraamorim/ | Healthcare, Food, Real Estate | geral@medvida.co.ao | http://www.medvida.co.ao/ | PCINVEST is a Porto, Portugal-based Single Family Office Firm | SF | |||||||
| 834 | Pearl West | Jason | Kwan | Chairman & President | (604) 259-6869 | jasonkwan@pearlwestgroup.com | 1021 W. Hastings St., Suite 701 | Vancouver | BC | V6E 0C3 | Canada | North America | https://www.linkedin.com/in/jasonkwan88/ | M&A, Mergers & Acquisition, Automobiles & Components,Commercial & Professional Services, Consumer Durables & Apparel, Consumer Services, Consumer Staples, Financials, Healthcare Equipment & Services, Information Technology, Media, Retailing, Telecommunication Services, Transportation, Real Estate | $50M | https://www.linkedin.com/company/pearl-west/ | https://www.pearlwestgroup.com/ | PWG is a boutique family office that invests in or acquires small-to-medium sized businesses that are contemplating an ownership succession strategy or event. PWG invests its own capital and has no pre-conceived investment time horizon. While we're cash flow focused, we want our management teams to make longer term, strategic investments for the benefit of the business and brand development. In addition to relying on our deep experience with mergers & acquisitions and with strategy development, we are specialists in online direct marketing channels. We believe tremendous scale and brand affiliation can be achieved online by many businesses. | SF | ||||||
| 835 | Pears Global Real Estate Denmark ApS | Daniel | Tewfik | Senior Project Manager | 45 3543 2503 | 45 35 432 503 | daniel.tewfik@pearsglobal.dk | denmark@pearsglobal.dk | Trianglen 4, 3.tv | Copenhagen Ø | DK-2100 | Denmark | Europe | Northeastern University | https://www.linkedin.com/in/dtewfik/ | Real Estate, Airports, Airport Real Estate, Project Development | 2.012 | DKK5B | https://www.linkedin.com/company/pears-global-denmark/ | https://pearsglobal.dk/ | Pears Global Real Estate Denmark (PGRED) is a single family office advising The Pears Family Trust on its real estate activities in Denmark. To date, PGRED has advised on the acquisition of a diversified real estate portfolio comprising 2,500 residential and commercial units valued at DKK 5 billion. The organisation advises on all aspects of property ownership, including investment acquisitions, financing, asset management and disposals. | SF | |||
| Pears Global Real Estate Denmark ApS | Jannie | Sonne | Asset Manager | 45 5133 8311 | 45 35 432 503 | jannie.sonne@pearsglobal.dk | denmark@pearsglobal.dk | Trianglen 4, 3.tv | Copenhagen Ø | DK-2100 | Denmark | Europe | https://www.linkedin.com/in/jannie-sonne-4796b052/ | Real Estate, Airports, Airport Real Estate, Project Development | 2.012 | DKK5B | https://www.linkedin.com/company/pears-global-denmark/ | https://pearsglobal.dk/ | Pears Global Real Estate Denmark (PGRED) is a single family office advising The Pears Family Trust on its real estate activities in Denmark. To date, PGRED has advised on the acquisition of a diversified real estate portfolio comprising 2,500 residential and commercial units valued at DKK 5 billion. The organisation advises on all aspects of property ownership, including investment acquisitions, financing, asset management and disposals. | SF | |||||
| Pears Global Real Estate Denmark ApS | Edgar | Vøgg | Head of Legal | 45 2139-1126 | 45 35 432 503 | edgar.vogg@pearsglobal.dk | denmark@pearsglobal.dk | Trianglen 4, 3.tv | Copenhagen Ø | DK-2100 | Denmark | Europe | Royal Danish Military Academy | https://www.linkedin.com/in/edgarvoegg/ | Real Estate, Airports, Airport Real Estate, Project Development | 2.012 | DKK5B | https://www.linkedin.com/company/pears-global-denmark/ | https://pearsglobal.dk/ | Pears Global Real Estate Denmark (PGRED) is a single family office advising The Pears Family Trust on its real estate activities in Denmark. To date, PGRED has advised on the acquisition of a diversified real estate portfolio comprising 2,500 residential and commercial units valued at DKK 5 billion. The organisation advises on all aspects of property ownership, including investment acquisitions, financing, asset management and disposals. | SF | ||||
| Pears Global Real Estate Denmark ApS | Bjarne | Eriksen | Asset Manager | 45 71 725 587 | 45 35 432 503 | bjarne.eriksen@pearsglobal.dk | denmark@pearsglobal.dk | Trianglen 4, 3.tv | Copenhagen Ø | DK-2100 | Denmark | Europe | https://www.linkedin.com/in/bjarne-eriksen-765843/ | Real Estate, Airports, Airport Real Estate, Project Development | 2.012 | DKK5B | 45 53 704 319, trine.andersen@pearsglobal.dk, https://www.linkedin.com/in/andersentrine/ | https://www.linkedin.com/company/pears-global-denmark/ | https://pearsglobal.dk/ | Pears Global Real Estate Denmark (PGRED) is a single family office advising The Pears Family Trust on its real estate activities in Denmark. To date, PGRED has advised on the acquisition of a diversified real estate portfolio comprising 2,500 residential and commercial units valued at DKK 5 billion. The organisation advises on all aspects of property ownership, including investment acquisitions, financing, asset management and disposals. | SF | ||||
| 836 | Pecan Family Office | Rob | Perry | Chief Investment Officer | (866) 967-7528 | rob.perry@kilocapital.com | 7300 Carmel Executive Park Drive, Suite 310 | Charlotte | NC | 28226 | United States of America | North America | Georgetown University McDonough School of Business | https://www.linkedin.com/in/rob-perry-9962548/ | Natural Resources, Mining, Oil & Gas, Alternative Energy, Real Estate, Infrastructure, Aviation, Shipping, Gold, Silver, Platinum | 2.015 | contact@kilocapital.com | https://kilocapital.com/ | https://medium.com/@CIORobPerry/precious-metal-market-update-20-october-19-precious-yield-72b58bd396bd | Pecan, a single-family office based in San Diego, CA. | SF | ||||
| 837 | Pellegrinelli Family Office | John | Pellegrinelli | Head of Family Office, Chief Investment Officer & Senior Advisor | 41 794 488 280 | 973 1722 9122 | john@jpellegrinelli.com | Wren House, 15 Carter Lane | London | EC4V 5EY | United Kingdom | Europe | https://www.linkedin.com/in/1975j0p00/ | Private Equity, Real Estate, Liquid Multi Assets, Sovereign Wealth Fund, SWF, Investment Fund | 2.019 | Chief Investment Officer & MD of the Family Office for a prominent Investment Holding company. Creation of the family office structure, investment policy and family governance framework. Running a substantial multi-asset investment portfolio of international reach. Dealing directly with the Principals on global investment opportunities, corporate finance and strategic JVs. Heading the Family Office activities for the Shareholders. - Wealth Management & Asset Structuring - Direct Investments - Majority Ownership - Manager Selection & Portfolio Construction - Private Equity & Real Estate - Liquid Multi Assets - Risk Management & Tactical Overlays - Family Policies & Governance - Corporate Finance | SF | ||||||||
| 838 | Peninsula House, LLC | John | Tsui | Managing Principal | (212) 308-3126 | jt@phllc.net | 6720 Austin St., Suite 2 | Forest Hills | NY | 11375-3556 | United States of America | North America | https://www.linkedin.com/in/john-tsui-08187511/ | Distressed Loans and Securities, Real Estate, Corporate Investments, Hotel & Resturant | $30M | https://www.cfany.org/speaker-organizer/john-tsui/ | http://www.phllc.net/ | Peninsula House is a cross-border hybrid single family office firm for special situations involved in structured direct investment in the three alternative asset classes: distressed loans and securities; real estate and corporate investments. Specific focus on Asia’s under-performing real estate assets, sub-performing and non-performing mortgage loans, and real estate operating companies, as well as leveraged and management buy-in and buyout of high growth asset based middle market companies. Transactions include restructuring, public to private, bankruptcy, foreclosure, spin-offs, turnaround, PIPE, workout, expansion capital, mezzanine financing, bridge equity and recapitalization. | SF | ||||||
| 839 | Península Participações | Gabriel | Casella | Private Equity & Venture Capital | 55 (11) 3702-5100 | 55 (11) 3372-7676 | gabriel.casella@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | USP - Universidade de São Paulo | https://www.linkedin.com/in/gabriel-casella-cfa/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/península-participações/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | ||
| Península Participações | Abilio | Diniz | President | 55 (11) 3702-5100 | 55 (11) 3372-7676 | abilio@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/abiliodiniz/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/península-participações/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | |||
| Península Participações | Felipe | Hamaoui | Partner, Private Equity | 55 (11) 3702-5100 | 55 (11) 3702-5100 | felipe.hamaoui@peninsulapart.com.br | contato@peninsulapart.com.br | Av. Brig. Faria Lima, 2055, 15º andar, Jardim Paulistano | Sao Paulo | SP | 01452-001 | Brazil | South America | Ibmec | https://www.linkedin.com/in/felipe-hamaoui-8251b653/ | Atrategic Assets, Private Equity, Real Estate and Asset Management | 2.006 | R$10B | https://www.linkedin.com/company/península-participações/ | http://www.peninsulapart.com.br/ | Península is a private investment firm, focused on long-term value creation with an owner-approach to investing. Founded in 2006 by Abilio Diniz, and some other family members, Península currently manages proprietary assets from the Diniz family across private and liquid investment vehicles. Primary investment activities include strategic assets, private equity, real estate and asset management. | SF | |||
| 840 | Pennae | Derek | Lappin | Family Office CFO | derek@pennae.com | pennae@pennae.com | Level 11, 65 York St. | Sydney | NSW | 2000 | Australia | Australia / Oceania | University of the Witwatersrand | https://www.linkedin.com/in/derek-lappin-ca-sa-cfa-475a6411a/ | Civil, Construction and Mining Market, B2B Distribution, Service and Rental businesses across Australia and New Zealand, Fire & Security Industry | https://www.linkedin.com/company/pennae/ | https://www.pennae.com/ | Pennae is the investment arm of a single family office. Unlike a lot of investment strategies, ours doesn’t lie in playing the stock market. We invest in people and in companies that we believe in, and scale them to make them successful. We help drive them to be bigger and better. | SF | ||||||
| Pennae | Julian | Davies | Group CFO | julian@pennae.com | pennae@pennae.com | Level 11, 65 York St. | Sydney | NSW | 2000 | Australia | Australia / Oceania | University of Newcastle | https://www.linkedin.com/in/julian-davies-80aba82b/ | Civil, Construction and Mining Market, B2B Distribution, Service and Rental businesses across Australia and New Zealand, Fire & Security Industry | https://www.linkedin.com/company/pennae/ | https://www.pennae.com/ | Pennae is the investment arm of a single family office. Unlike a lot of investment strategies, ours doesn’t lie in playing the stock market. We invest in people and in companies that we believe in, and scale them to make them successful. We help drive them to be bigger and better. | SF | |||||||
| 841 | Pennington Partners & Co., LLC | Brian | Gaister | Co-Founder & CEO | (312) 346-1800 | (312) 346-1801 | brian.gaister@penningtonptrs.com | info@penningtonptrs.com | 7920 Norfolk Avenue, Suite 1150 | Bethesda | MD | 20814 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/brian-gaister-cpwa-cima-8999a418/ | Private Equity, Hedge Funds, Real Estate | 2.015 | $94M | template.placeholder@gmail.com | https://www.penningtonpartners.co/ | Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. | MF | ||
| Pennington Partners & Co., LLC | Megan | Bleil | Partner | (312) 346-1800 | (312) 346-1801 | megan.bleil@penningtonptrs.com | info@penningtonptrs.com | 7920 Norfolk Avenue, Suite 1150 | Bethesda | MD | 20814 | United States of America | North America | https://www.linkedin.com/in/meganbleil/ | Private Equity, Hedge Funds, Real Estate | 2.015 | $94M | template.placeholder@gmail.com | https://www.penningtonpartners.co/ | Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. | MF | ||||
| Pennington Partners & Co., LLC | Rodd | Macklin | Co-Founder & CFO | (312) 346-1800 | (312) 346-1801 | rodd.macklin@navimed.com | info@penningtonptrs.com | 7920 Norfolk Avenue, Suite 1150 | Bethesda | MD | 20814 | United States of America | North America | William & Mary / The Wharton School | https://www.linkedin.com/in/rodd-macklin-a1318b4/ | Private Equity, Hedge Funds, Real Estate | 2.015 | $94M | https://navimed.com/ | https://www.penningtonpartners.co/ | Pennington Partners is an SEC-registered private multi-family office that serves the complex and comprehensive financial needs of our families. Pennington Partners partners with successful families by providing objective advice, strategy and family office services to generate meaningfully higher efficiency, results, and scale, at a lower cost than running an independent family office. Pennington Partners strives to be the premier dynamic family office for families like our own who have built wealth through privately held companies or real estate. | MF | |||
| 842 | Penrose Group, LLC | Benjamin | Rosenthal | Managing Partner | (817) 870-3117 | (817) 877-5444 | benrosenthal@penrose-llc.com | 600 E Exchange Ave., Suite 200 | Fort Worth | TX | 76164 | United States of America | North America | University of Virginia | https://www.linkedin.com/in/benjamin-rosenthal-b81076a2/ | Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt, Food and Beverage Manufacturing | 1.998 | benjamin@standardmeat.com, ben@standardmeat.com | https://www.standardmeat.com/ | https://penrose-llc.com/ | Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. | SF | |||
| Penrose Group, LLC | Holly | Vaughan | Administrative Asistant | (817) 870-3117 | (817) 877-5444 | hollyvaughan@penrose-llc.com | 600 E Exchange Ave., Suite 200 | Fort Worth | TX | 76164 | United States of America | North America | https://www.linkedin.com/in/holly-vaughan-62026510/ | Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt, Food and Beverage Manufacturing | 1.998 | https://www.linkedin.com/company/penrose-group-llc-fort-worth/ | https://penrose-llc.com/ | Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. | SF | ||||||
| Penrose Group, LLC | Steve | Hudgins | Chief Investment Officer | (817) 870-3117 | (817) 877-5444 | stevehudgins@penrose-llc.com | 600 E Exchange Ave., Suite 200 | Fort Worth | TX | 76164 | United States of America | North America | Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt, Food and Beverage Manufacturing | 1.998 | https://www.linkedin.com/company/penrose-group-llc-fort-worth/ | https://penrose-llc.com/ | Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. | SF | |||||||
| Penrose Group, LLC | Regan | Wright | Research Chef | (817) 870-3117 | (817) 877-5444 | reganwright@penrose-llc.com | 600 E Exchange Ave., Suite 200 | Fort Worth | TX | 76164 | United States of America | North America | Texas Tech University | https://www.linkedin.com/in/regan-wright-167992171/ | Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt, Food and Beverage Manufacturing | 1.998 | https://www.linkedin.com/company/penrose-group-llc-fort-worth/ | https://penrose-llc.com/ | Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. | SF | |||||
| Penrose Group, LLC | Ashli | Blumenfeld | Marketing Director | (817) 870-3117 | (817) 877-5444 | ashliblumenfeld@penrose-llc.com | 600 E Exchange Ave., Suite 200 | Fort Worth | TX | 76164 | United States of America | North America | Tulane University | https://www.linkedin.com/in/ashli-blumenfeld-45637910/ | Private Equity, Venture Capital, Alternative Investments, Public Equities, Real Estate, Fixed Income, Mezzanine Debt, Food and Beverage Manufacturing | 1.998 | ashli@standardmeat.com | https://www.standardmeat.com/ | https://penrose-llc.com/ | Penrose, a trusted single family office providing strategic partners and industry leaders with the opportunity to flourish. | SF | ||||
| 843 | Peper & Söhne Gmbh | Lutz | Peper | Executive Partner | 49 421 4585-5290 | 49 421 45 855 2929 | lh.peper@peperundsoehne.de | info@peperundsoehne.de | Allerkai 4 | Bremen | 28309 | Germany | Europe | https://www.linkedin.com/in/lutz-h-peper-2861896a/ | Project Development, Real Estate Investments, Commercial Real Estate, Logistics / Production Real Estate, Real Estate Nanagement, Investments, Family Office, UN Investments, LLOYD GARAGEN - home for Special Vehicles | 2.013 | https://www.linkedin.com/company/peper-soehne-gruppe/ | https://www.peperundsoehne.de/ | Founded in early 2013 as the family office of the Peper family, we specialize in the development, rental and management of commercial properties. In addition, our 24-member team takes care of the management of active and passive company investments as well as investments in the capital market. We are established in the northern German market with a real estate project volume of over 100 million euros. Our high quality standards, on-time completion and the good, long-term cooperation with competent partners are also known beyond the borders of Bremen. No matter which project you come to us with: together we work out your project - always individually, with passion and reliably. | SF | |||||
| Peper & Söhne Gmbh | Alexandra | Becker-Peper | Event Management | 49 421 45 855-2924 | 49 421 45 855 2929 | a.becker@peperundsoehne.de | info@peperundsoehne.de | Allerkai 4 | Bremen | 28309 | Germany | Europe | Project Development, Real Estate Investments, Commercial Real Estate, Logistics / Production Real Estate, Real Estate Nanagement, Investments, Family Office, UN Investments, LLOYD GARAGEN - home for Special Vehicles | 2.013 | https://www.linkedin.com/company/peper-soehne-gruppe/ | https://www.peperundsoehne.de/ | Founded in early 2013 as the family office of the Peper family, we specialize in the development, rental and management of commercial properties. In addition, our 24-member team takes care of the management of active and passive company investments as well as investments in the capital market. We are established in the northern German market with a real estate project volume of over 100 million euros. Our high quality standards, on-time completion and the good, long-term cooperation with competent partners are also known beyond the borders of Bremen. No matter which project you come to us with: together we work out your project - always individually, with passion and reliably. | SF | |||||||
| Peper & Söhne Gmbh | Christoph | Peper | Executive Partner | 49 4214 585-5290 | 49 421 45 855 2929 | cs.peper@peperundsoehne.de | info@peperundsoehne.de | Allerkai 4 | Bremen | 28309 | Germany | Europe | Hochschule Fresenius Hamburg | https://www.linkedin.com/in/christophpeper/ | Project Development, Real Estate Investments, Commercial Real Estate, Logistics / Production Real Estate, Real Estate Nanagement, Investments, Family Office, UN Investments, LLOYD GARAGEN - home for Special Vehicles | 2.013 | https://www.linkedin.com/company/peper-soehne-gruppe/ | https://www.peperundsoehne.de/ | Founded in early 2013 as the family office of the Peper family, we specialize in the development, rental and management of commercial properties. In addition, our 24-member team takes care of the management of active and passive company investments as well as investments in the capital market. We are established in the northern German market with a real estate project volume of over 100 million euros. Our high quality standards, on-time completion and the good, long-term cooperation with competent partners are also known beyond the borders of Bremen. No matter which project you come to us with: together we work out your project - always individually, with passion and reliably. | SF | |||||
| Peper & Söhne Gmbh | Dirk | Semken | Financial Controller | 49 421 45 855-2931 | 49 421 45 855-2829 | d.semken@peperundsoehne.de | info@peperundsoehne.de | Allerkai 4 | Bremen | 28309 | Germany | Europe | HSB Hochschule Bremen – City University of Applied Sciences | https://www.linkedin.com/in/dirk-semken-a15700144/ | Project Development, Real Estate Investments, Commercial Real Estate, Logistics / Production Real Estate, Real Estate Nanagement, Investments, Family Office, UN Investments, LLOYD GARAGEN - home for Special Vehicles | 2.013 | https://www.linkedin.com/company/peper-soehne-gruppe/ | https://www.peperundsoehne.de/ | Founded in early 2013 as the family office of the Peper family, we specialize in the development, rental and management of commercial properties. In addition, our 24-member team takes care of the management of active and passive company investments as well as investments in the capital market. We are established in the northern German market with a real estate project volume of over 100 million euros. Our high quality standards, on-time completion and the good, long-term cooperation with competent partners are also known beyond the borders of Bremen. No matter which project you come to us with: together we work out your project - always individually, with passion and reliably. | SF | |||||
| 844 | Pérez Bustamante & Ponce | Juan Gabriel | Reyes-Varea | Family Office Partner | Direct: 593 2 382-7640 Ext. 7832, Mobile: 593 2 400-7832 | jreyes@pbplaw.com | Av. República de El Salvador N36-140, Edif. Mansión Blanca | Quito | 170505 | Ecuador | South America | Northwestern University Pritzker School of Law | https://www.linkedin.com/in/juan-gabriel-reyes-0b174b103/ | Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments | 1.916 | https://www.pbplaw.com/en/family-office/ | https://www.pbplaw.com/ | Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation. We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. | MF | ||||||
| Pérez Bustamante & Ponce | Francisco | Alarcón-Alcívar | President, Family Office | Direct: 593 4 370-7960, Mobile: 593 9 9977-1418 | aescovar@pbplaw.com | Av. República de El Salvador N36-140, Edif. Mansión Blanca | Quito | 170505 | Ecuador | South America | Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments | 1.916 | https://www.pbplaw.com/en/family-office/ | https://www.pbplaw.com/ | Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation. We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. | MF | |||||||||
| Pérez Bustamante & Ponce | Alejandro | Páez-Vallejo | Director, Family Office | Direct: 593 2 382-7640 Ext. 7829, Mobile: 593 2 400-7829 | apaez@pbplaw.com | Av. República de El Salvador N36-140, Edif. Mansión Blanca | Quito | 170505 | Ecuador | South America | Pontificia Universidad Católica del Ecuador | https://www.linkedin.com/in/alejandro-paez-vallejo-68294148/ | Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments | 1.916 | https://www.pbplaw.com/en/family-office/ | https://www.pbplaw.com/ | Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation. We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. | MF | |||||||
| Pérez Bustamante & Ponce | Nicolás | Maldonado-Zambrano | Director, Family Office | Direct: 593 2 382-7640 Ext. 7861, Mobile: 593 2 400-7861 | nmaldonado@pbplaw.com | Av. Francisco de Orellana. Edificio Las Cámaras, Torre B, Oficina 904 | Guayaquil | 090512 | Ecuador | South America | https://www.linkedin.com/in/nicolas-maldonado-93620253/ | Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments | 1.916 | https://www.linkedin.com/company/perezbustamanteponce/ | https://www.pbplaw.com/ | Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation. We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. | MF | ||||||||
| Pérez Bustamante & Ponce | María Fernanda | Paredes-Torres de Briz | Family Office Manager | mparedes@pbpfamilyoffice.com | Av. República de El Salvador N36-140, Edif. Mansión Blanca | Quito | 170505 | Ecuador | South America | Agribusiness, Industries, Financial Institutions, Transport, Private Equity, Real Estate, Venture Capital, Funds, Hedge Fundsm Alternative Investments | 1.916 | https://www.linkedin.com/company/perezbustamanteponce/ | https://www.pbplaw.com/ | Pérez Bustamante & Ponce, a Multi-Family Office made up of an interdisciplinary team that provides services which are tailored to each family we serve, to take care of them and their wealth from generation to generation. We have a team of experts who combine their specialties and operate under strict ethical and confidentiality standards to face the challenges of preserving the wealth and unity of families, offering advice with a comprehensive view of family and enterprise. | MF | ||||||||||
| 845 | PERLE FAMILY OFFICE GmbH | Gabrielle | Jean | Managing Director | 41 417 108 240 | 41 417 108 241 | jean@perlefamilyoffice.ch | info@perlefamilyoffice.ch | Hauptstrasse 5 | Meggen | 6045 | Switzerland | Europe | https://www.linkedin.com/in/gabrielle-jean-3b59a021/ | Alternative Investments, Real Estate | 2.012 | CHF 20M | https://perlefamilyoffice.ch/en | PERLE FAMILY OFFICE GmbH is an independent private owned Multi Family Office established 2012 in Meggen (Lucerne), with Representative Offices in Steinhausen/Zug & in Zurich. Our clients are private individuals, families or Swiss small and mid cap companies generally disposing of a highly complex wealth that needs professional management.They benefit from our long time network, our favourable fee conditions with the banks and last but not least from our product indepencence. | MF | http://perlefamilyoffice.ch/jobs | ||||
| PERLE FAMILY OFFICE GmbH | Markus | Senn | Senior Consultant | 41 417 108 240 | 41 417 108 241 | senn@perlefamilyoffice.ch | info@perlefamilyoffice.ch | Hauptstrasse 5 | Meggen | 6045 | Switzerland | Europe | Alternative Investments, Real Estate | 2.012 | CHF 20M | https://perlefamilyoffice.ch/en | PERLE FAMILY OFFICE GmbH is an independent private owned Multi Family Office established 2012 in Meggen (Lucerne), with Representative Offices in Steinhausen/Zug & in Zurich. Our clients are private individuals, families or Swiss small and mid cap companies generally disposing of a highly complex wealth that needs professional management.They benefit from our long time network, our favourable fee conditions with the banks and last but not least from our product indepencence. | MF | |||||||
| 846 | Perpetuum Wealth Management Limited | Terrence | Annamunthodo | Managing Director | 852 2810 8023 | terrence@perpetuumwealth.com | info@perpetuumwealth.com | Suite 12E, Neich Tower, 128 Gloucester Road | Wanchai | Hong Kong | Asia | University of Ottawa | https://www.linkedin.com/in/terrence-annamunthodo-a991a624/ | Private Equity, Real Estate, Wine and Art, Property Real Estate, Residential Real Estate | 2.008 | https://www.perpetuumwealth.com/ | Perpetuum is a multi-family office providing investment management services to individuals and families beyond their domestic borders. | MF | |||||||
| 847 | Peter Möhrle Holding GmbH & Co. KG | Karsten | Kuehl | Chief Financial Officer | 49 406 0563 1666 | 49 406 0563-1699 | karsten.kuehl@petermoehrle.de | mail@petermoehrle.de | Rentzelstraße 10a | Hamburg | 20146 | Germany | Europe | Leuphana University of Lüneburg | https://www.linkedin.com/in/karsten-kühl-4752a12/ | Real Estate Development, Residential, Office, Hotel, Commercial buildings ("light industrial"), Logistics | €950M | https://petermoehrle-stiftung.de/ | https://petermoehrle.de/ | Peter Möhrle Holding is the family office of the Peter Möhrle family supporting them in the fields of corporate investments, asset management and real estate investments. Operating from our headquarters in Hamburg, our working principles are governed by trust, discretion, and integrity. The key to any investment success is identifying the right balance between possible risks and future rewards. Achieving this balance is crucial. Our goal has, therefore, always been our commitment to long-term value enhancement for future generations rather than short-term return. All proof rests on this premise. | SF | ||||
| Peter Möhrle Holding GmbH & Co. KG | Rudolf | Ohnesorge | Managing Director | 49 176 3043-8951 | 49 406 0563-1699 | rudolf.ohnesorge@petermoehrle.de | mail@petermoehrle.de | Rentzelstraße 10a | Hamburg | 20146 | Germany | Europe | University of Oxford | https://www.linkedin.com/in/ohnesorge/ | Real Estate Development, Residential, Office, Hotel, Commercial buildings ("light industrial"), Logistics | €950M | https://petermoehrle-stiftung.de/ | https://petermoehrle.de/ | Peter Möhrle Holding is the family office of the Peter Möhrle family supporting them in the fields of corporate investments, asset management and real estate investments. Operating from our headquarters in Hamburg, our working principles are governed by trust, discretion, and integrity. The key to any investment success is identifying the right balance between possible risks and future rewards. Achieving this balance is crucial. Our goal has, therefore, always been our commitment to long-term value enhancement for future generations rather than short-term return. All proof rests on this premise. | SF | |||||
| 848 | Petty Group, LLP | David | Barlow | Chief Executive Officer | (210) 532-3241 | 2001 S. Laredo St. | San Antonio | TX | 78207 | United States of America | North America | Tulane University Law School | https://www.linkedin.com/in/david-barlow-6a401880/ | Real Estate, Oil and Gas, Restaurant | info@leonardhc.com | https://www.leonardhc.com/about-us/leadership/ | Petty Group, LLP, a single family office located in San Antonio, Texas for the Petty family. | SF | |||||||
| 849 | Phoenix Advisers | Amit | Khanna | Managing Director | amit@phoenixadvisers.in | New Delhi | 110037 | India | Asia | Harvard Business School | https://www.linkedin.com/in/amitk100/ | Education, Real Estate, M&A | 2.011 | https://www.linkedin.com/company/phoenixadvisers/ | https://phoenixadvisers.in/ | Phoenix Advisers is a Transaction advisory and Multi-Family Office firm with offices in New Delhi and Singapore. The firm is founded by professionals with decades of experience advising on complex transactions and Investment advisory & management. Having the valuable perspective of both ‘buy’ & ‘sell’ side negotiations across multiple transactions, the team at ‘Phoenix Advisers’ has served as shareholders representatives for some of the country’s largest corporates and families for transactions in the Real Estate and Education sectors. With a time tested philosophy of achieving ‘win-win propositions’, ‘Phoenix Advisers’ aims to generate long term value for its clients. | MF | ||||||||
| Phoenix Advisers | Deepika | Khanna | Director | deepika@phoenixadvisers.in | New Delhi | 110037 | India | Asia | New York University School of Law | https://www.linkedin.com/in/deepika-khanna-005031109/ | Education, Real Estate, M&A | 2.011 | https://www.linkedin.com/company/phoenixadvisers/ | https://phoenixadvisers.in/ | Phoenix Advisers is a Transaction advisory and Multi-Family Office firm with offices in New Delhi and Singapore. The firm is founded by professionals with decades of experience advising on complex transactions and Investment advisory & management. Having the valuable perspective of both ‘buy’ & ‘sell’ side negotiations across multiple transactions, the team at ‘Phoenix Advisers’ has served as shareholders representatives for some of the country’s largest corporates and families for transactions in the Real Estate and Education sectors. With a time tested philosophy of achieving ‘win-win propositions’, ‘Phoenix Advisers’ aims to generate long term value for its clients. | MF | |||||||||
| 850 | Pictet Family Office Services | Alma | de Sero | Relationship Manager & Family Office Specialist | 41 583 232 323 | 41 583 232 324 | adesero@pictet.com | info@pictet.com | Route des Acacias 60 | Geneva | CH 1211 | Switzerland | Europe | https://www.linkedin.com/in/alma-de-sero-5b518a80/ | Private Equity, Hedge Funds, Real Estate | 1.805 | https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html | https://www.group.pictet/ | Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. | MF | |||||
| Pictet Family Office Services | Pierre-Alain | Wavre | Head of the Pictet Family Office, Director Geneva | 41 583 232 323 | 41 583 232 324 | pwavre@pictet.com | info@pictet.com | Route des Acacias 60 | Geneva | CH 1211 | Switzerland | Europe | https://www.linkedin.com/in/pierre-alain-wavre-b6626371/ | Private Equity, Hedge Funds, Real Estate | 1.805 | https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html | https://www.group.pictet/ | Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. | MF | ||||||
| Pictet Family Office Services | Farida | Osmanova | Senior Client Relationship Officer | 41 583 232 323 | 41 583 232 324 | fosmanova@pictet.com | info@pictet.com | Route des Acacias 60 | Geneva | CH 1211 | Switzerland | Europe | Kalaidos University of Applied Sciences Switzerland | https://www.linkedin.com/in/farida-osmanova-cwma-b9401920/ | Private Equity, Hedge Funds, Real Estate | 1.805 | https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html | https://www.group.pictet/ | Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. | MF | |||||
| Pictet Family Office Services | Zarina | Reva | Vice-President | 41 583 232 323 | 41 583 232 324 | zreva@pictet.com | info@pictet.com | Route des Acacias 60 | Geneva | CH 1211 | Switzerland | Europe | Université d'Auvergne (Clermont-Ferrand 2) | https://www.linkedin.com/in/zarina-reva-18a65054/ | Private Equity, Hedge Funds, Real Estate | 1.805 | https://www.group.pictet/corporate/en/home/wealth_management/family_office_services.html?nav=global&linksource=/content/corporate/en/home.html | https://www.group.pictet/ | Pictet Family Office Services includes Family Office, Global Custody & Reporting as well as Strategic Advisory Services for UHNWI and/or their private family offices. | MF | |||||
| 851 | Pittco Management, LLC | Teresa | Sloyan | Director | (615) 741-2966 | (901) 683-7478 | tsloyan@pittcomanagement.com | info@hydefoundation.org | 17 West Pontotoc Ave., Suite 200 | Memphis | TN | 38103 | United States of America | North America | https://www.linkedin.com/in/teresa-sloyan-66250ab/ | Private Equity, Early-Stage Venture, Buyout | tsloyan@hydefoundation.org | https://www.hydefoundation.org/ | Pittco Management is a single-family office based in Memphis, Tennessee established in 1990 for the founder and former CEO of AutoZone, Pitt Hyde. The firm provides complete family office solutions including real estate management services to high-net-worth individuals and families. The assets of the firm are managed by the executive management team. | SF | |||||
| Pittco Management, LLC | John | Pontius | President | (901) 685-3400 | (901) 683-7478 | jpontius@pittcomanagement.com | info@hydefoundation.org | 17 West Pontotoc Ave., Suite 200 | Memphis | TN | 38103 | United States of America | North America | https://www.linkedin.com/in/john-pontius-12b02442/ | Private Equity, Early-Stage Venture, Buyout | https://www.hydefoundation.org/ | Pittco Management is a single-family office based in Memphis, Tennessee established in 1990 for the founder and former CEO of AutoZone, Pitt Hyde. The firm provides complete family office solutions including real estate management services to high-net-worth individuals and families. The assets of the firm are managed by the executive management team. | SF | |||||||
| Pittco Management, LLC | Tom | McQuiston | Senior Investment Officer | (901) 685-3400 | (901) 683-7478 | tmcquiston@pittcomanagement.com | info@hydefoundation.org | 17 West Pontotoc Ave., Suite 200 | Memphis | TN | 38103 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/tommcquiston/ | Private Equity, Early-Stage Venture, Buyout | https://www.hydefoundation.org/ | Pittco Management is a single-family office based in Memphis, Tennessee established in 1990 for the founder and former CEO of AutoZone, Pitt Hyde. The firm provides complete family office solutions including real estate management services to high-net-worth individuals and families. The assets of the firm are managed by the executive management team. | SF | ||||||
| Pittco Management, LLC | Pitt | Hyde | Founder & Chairman | (901) 685-3400 | (901) 683-7478 | phyde@pittcomanagement.com | info@hydefoundation.org | 17 West Pontotoc Ave., Suite 200 | Memphis | TN | 38103 | United States of America | North America | UNC | https://www.linkedin.com/in/pitt-hyde-63085610/ | Private Equity, Early-Stage Venture, Buyout | https://www.hydefoundation.org/ | Pittco Management is a single-family office based in Memphis, Tennessee established in 1990 for the founder and former CEO of AutoZone, Pitt Hyde. The firm provides complete family office solutions including real estate management services to high-net-worth individuals and families. The assets of the firm are managed by the executive management team. | SF | ||||||
| Pittco Management, LLC | Barbara | Hyde | President | (901) 685-3400 | (901) 683-7478 | bhyde@pittcomanagement.com | info@hydefoundation.org | 17 West Pontotoc Ave., Suite 200 | Memphis | TN | 38103 | United States of America | North America | https://www.linkedin.com/in/barbara-hyde-ba40394b/ | Private Equity, Early-Stage Venture, Buyout | https://www.hydefoundation.org/ | Pittco Management is a single-family office based in Memphis, Tennessee established in 1990 for the founder and former CEO of AutoZone, Pitt Hyde. The firm provides complete family office solutions including real estate management services to high-net-worth individuals and families. The assets of the firm are managed by the executive management team. | SF | |||||||
| 852 | Pivotal Group, Inc. | Francis | Najafi | Founder & CEO | Mobile: (602) 284-3686 | fnajafi@pivotalgroup.com | 3200 East Camelback Road, Suite 295 | Phoenix | AZ | 85018 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/f-francis-najafi-358ab49/ | Private Equity, Real Estate | 1.985 | https://www.linkedin.com/company/pivotal-group-inc./ | https://pivotalgroup.com/ | Pivotal is a single-family office and private equity investment firm that deploys flexible equity capital in support of strong management teams with unique opportunities. We offer the check size and benefits of a large private equity partner, but without the same restrictions or diligence requirements as a fund-based investor. Pivotal invests internal capital, is industry agnostic, and generally seeks a controlling interest in companies with top line revenues between $100MM and $1B+ across the US and Canada. Pivotal has a particular focus in corporate divestitures and standalone firms in need of a strategic capital partner. | SF | |||||
| Pivotal Group, Inc. | Tyler | Rives | Vice President | Office: (602) 956-7200 | privateequity@pivotalgroup.com | 3200 East Camelback Road, Suite 295 | Phoenix | AZ | 85018 | United States of America | North America | W. P. Carey School of Business – Arizona State University | https://www.linkedin.com/in/rives/ | Private Equity, Real Estate | 1.985 | https://www.linkedin.com/company/pivotal-group-inc./ | https://pivotalgroup.com/ | Pivotal is a single-family office and private equity investment firm that deploys flexible equity capital in support of strong management teams with unique opportunities. We offer the check size and benefits of a large private equity partner, but without the same restrictions or diligence requirements as a fund-based investor. Pivotal invests internal capital, is industry agnostic, and generally seeks a controlling interest in companies with top line revenues between $100MM and $1B+ across the US and Canada. Pivotal has a particular focus in corporate divestitures and standalone firms in need of a strategic capital partner. | SF | ||||||
| Pivotal Group, Inc. | Scott | Knauer | Managing Director | Office: (602) 956-7200 | sknauer@pivotalgroup.com | 3200 East Camelback Road, Suite 295 | Phoenix | AZ | 85018 | United States of America | North America | Arizona State University | https://www.linkedin.com/in/scott-knauer-9554a622/ | Private Equity, Real Estate | 1.985 | https://www.linkedin.com/company/pivotal-group-inc./ | https://pivotalgroup.com/ | Pivotal is a single-family office and private equity investment firm that deploys flexible equity capital in support of strong management teams with unique opportunities. We offer the check size and benefits of a large private equity partner, but without the same restrictions or diligence requirements as a fund-based investor. Pivotal invests internal capital, is industry agnostic, and generally seeks a controlling interest in companies with top line revenues between $100MM and $1B+ across the US and Canada. Pivotal has a particular focus in corporate divestitures and standalone firms in need of a strategic capital partner. | SF | ||||||
| Pivotal Group, Inc. | Richard | Garner | Chief Operating Officer | Office: (602) 956-7200 | rgarner@pivotalgroup.com | 3200 East Camelback Road, Suite 295 | Phoenix | AZ | 85018 | United States of America | North America | Northern Arizona University | https://www.linkedin.com/in/richard-garner-9ba68a156/ | Private Equity, Real Estate | 1.985 | realestate@pivotalgroup.com | https://www.linkedin.com/company/pivotal-group-inc./ | https://pivotalgroup.com/ | Pivotal is a single-family office and private equity investment firm that deploys flexible equity capital in support of strong management teams with unique opportunities. We offer the check size and benefits of a large private equity partner, but without the same restrictions or diligence requirements as a fund-based investor. Pivotal invests internal capital, is industry agnostic, and generally seeks a controlling interest in companies with top line revenues between $100MM and $1B+ across the US and Canada. Pivotal has a particular focus in corporate divestitures and standalone firms in need of a strategic capital partner. | SF | |||||
| 853 | Platte Management | Tyler | Tysdal | Owner | (404) 915-0595 | tyler@titlecardcapital.com | tyler@titlecardcapital.com | 210 University Blvd., Suite 230 | Denver | CO | 80206 | United States of America | North America | Georgetown University / Harvard Business School | https://www.linkedin.com/in/tyler-tysdal-0405543/ | Private Equity, Growth Capital, Real Estate | 2.005 | $1B | tytysdal@gmail.com, contact@titlecardcapital.com | http://cobaltentertainmentcapital.com/ | Platte Management is a single-family office with approximately $1 billion under management. | SF | |||
| 854 | Plexus Capital Partners, LLC | Kento | Tanaka-Tamaki | Principal | Mobile: (808) 357-4219 | (808) 875-7000 | kento@villagroupmaui.com | 3800 Wailea Alanui Dr., Suite 401 | Kihei | HI | 96753 | United States of America | North America | Pepperdine University | https://www.linkedin.com/in/kento360/ | Luxury Resort Real Estate | 2.022 | https://www.villagroupmaui.com/ | Plexus Capital Partners, a Maui County-based Private Family Office. | SF | |||||
| 855 | PlusOne | Pascal | Faivre | Partner & CIO | 41 229 068 070 | 41 229 068 071 | pfaivre@plusonesa.com | contact@plusonesa.com | P.O. Box 1985 | Geneva 11 | CH-1211 | Switzerland | Europe | Universidad Complutense de Madrid | https://www.linkedin.com/in/pascal-faivre-4467b8/ | Real Estate, Property, RealEstate Brokerage, Jet & Yacht Financing, Commodities, Crude Oil, Natural Gas, Gasoline & Gasoil, Corn, Wheat, Sugar, Coffee, Cocoa | 2.002 | pfaivre@gmail.com | http://kilmona-mgt.com/en/home-2/ | https://plusonesa.com/ | Plus One Family Office is a Geneva-based Family Office, member of the Swiss Association of Asset Managers. It was founded in 2002 and is now headed by a team of four partners with an average banking experience of 30 years. | MF | Office Address: 23, Quai des Bergues 1211, Geneva 11 Switzerland | ||
| PlusOne | Stéphan | Martinez | Director | 41 229 068 070 | 41 229 068 071 | smartinez@plusonesa.com | contact@plusonesa.com | P.O. Box 1985 | Geneva 11 | CH-1211 | Switzerland | Europe | Real Estate, Property, RealEstate Brokerage, Jet & Yacht Financing, Commodities, Crude Oil, Natural Gas, Gasoline & Gasoil, Corn, Wheat, Sugar, Coffee, Cocoa | 2.002 | http://kilmona-mgt.com/en/home-2/ | https://plusonesa.com/ | Plus One Family Office is a Geneva-based Family Office, member of the Swiss Association of Asset Managers. It was founded in 2002 and is now headed by a team of four partners with an average banking experience of 30 years. | MF | Office Address: 23, Quai des Bergues 1211, Geneva 11 Switzerland | ||||||
| 856 | POC Management AG | Christoph | Portmann | CEO & Member of the Board | 41 433 885 511 | 41 438 885 512 | info@poc-management.com | Rennweg 38 | Zurich | 8001 | Switzerland | Europe | Private Equity, Real Estate and Hedge Funds | http://www.poc-management.com/ | POC Management is a multi-family office that offers its discerning, high-net-worth customers a comprehensive service with network partners worldwide. POC Management always acts as an independent partner. We can avoid conflicts of interest. | MF | |||||||||
| 857 | PointWest Capital | Colin | Simon Sabga | Partner | colin@termfinance.com | 74 Long Circular Rd. | Port of Spain | Trinidad & Tobago | South America | University of Bristol | https://www.linkedin.com/in/colin-simon-sabga-61a16252/ | Construction Sector, Food and Beverage Manufacturing, Agriculture and Farming, Third Party Logistics and Supply Chain Management, Media & Marketing, Financial Services, Real Estate Management | https://www.mytermfinance.com/ | PointWest Capital is a single family office with regional investment interests in the Construction Sector, Food and Beverage Manufacturing, Agriculture and Farming, Third Party Logistics and Supply Chain Management, Media & Marketing, Financial Services and Real Estate Management. | SF | ||||||||||
| PointWest Capital | Conrad | Sabga | Partner | conrad@termfinance.com | 74 Long Circular Rd. | Port of Spain | Trinidad & Tobago | South America | University of the West of England | https://www.linkedin.com/in/conrad-j-sabga-cj-a85851209/ | Construction Sector, Food and Beverage Manufacturing, Agriculture and Farming, Third Party Logistics and Supply Chain Management, Media & Marketing, Financial Services, Real Estate Management | cj@termfinance.com | https://www.mytermfinance.com/ | PointWest Capital is a single family office with regional investment interests in the Construction Sector, Food and Beverage Manufacturing, Agriculture and Farming, Third Party Logistics and Supply Chain Management, Media & Marketing, Financial Services and Real Estate Management. | SF | ||||||||||
| 858 | Politis Group | Peter | Politis | Chief Executive Officer | (305) 545-1399 | peter@mrgreensproduce.net | 2450 NW 116th Street, Bldg 1 | Miami | FL | 33167 | United States of America | North America | Florida International University | https://www.linkedin.com/in/emilio-meza-81255936/ | Smaller Middle Market Growth Companies, Multi-Family Real Estate, Commercial Real Estate | 2.019 | info@gsglogistics.net | http://gsglogistics.net/ https://mrgreensproduce.com/ | https://www.linkedin.com/company/politis-group-llc/ | Politis Group is a single family office focused on making long-term opportunistic investments in smaller middle market growth companies and multi-family and commercial real estate. Our structure, experience and size enable us to make quick decisions and respond rapidly to new opportunities while our discretionary capital allows us to expedite efficient closings. Our entrepreneurial minded team and trusted advisors execute our controlled investments across various industries. At Politis Group, our primary goal is to work in long-term relationships with people who share our values and vision. | SF | ||||
| 859 | Polsky Holdings, Inc. | Yana | Feyganova | Senior Financial Officer | Direct: (773) 240-2302 | yanafeygan@gmail.com | 1 S. Wacker Dr., Suite 1810 | Chicago | IL | 60606-6504 | United States of America | North America | Cornell University | https://www.linkedin.com/in/yanafeyganova/ | Services, Manufacturing, Consumer, Healthcare, Real Estate, Private Equity | 2.001 | $132M | https://www.linkedin.com/company/polsky-holdings-inc/ | Polsky Holdings, a Chicago-based single-family office firm for the Polsky family. | SF | |||||
| Polsky Holdings, Inc. | Jennifer | Hart | Family Assistant | jhart@polskyholdings.com | 1 S. Wacker Dr., Suite 1810 | Chicago | IL | 60606-6504 | United States of America | North America | Virginia Tech | https://www.linkedin.com/in/jenniferhart456/ | Services, Manufacturing, Consumer, Healthcare, Real Estate, Private Equity | 2.001 | $132M | https://www.linkedin.com/company/polsky-holdings-inc/ | Polsky Holdings, a Chicago-based single-family office firm for the Polsky family. | SF | |||||||
| 860 | Pontegadea Inversiones, S.L. | Marcos | Varela | Maintenance Manager | mvarela@pontegadea.com | info@pontegadea.com | Pol. Ind. de Sabón, 56, A Coruña, | Arteixo | 15142 | Spain | Europe | Universidade da Coruña | https://www.linkedin.com/in/marcos-varela-317a0485/ | Real Estate | 2.001 | $97.8M | https://www.linkedin.com/company/pontegadea-inversiones-sl/ | Pontegadea Inversiones, a single-family office located in La Coruna Spain, Europe, and was founded in 2001. | SF | ||||||
| Pontegadea Inversiones, S.L. | Lys | Martin | Personal Assistant to the President and Board | lmartin@pontegadea.com | info@pontegadea.com | Pol. Ind. de Sabón, 56, A Coruña, | Arteixo | 15142 | Spain | Europe | University of Brighton | https://www.linkedin.com/in/lys-martin-ba-hons-tourism-management-6a530848/ | Real Estate | 2.001 | $97.8M | lys.martin@americanexpress.com | https://www.linkedin.com/company/pontegadea-inversiones-sl/ | Pontegadea Inversiones, a single-family office located in La Coruna Spain, Europe, and was founded in 2001. | SF | ||||||
| 861 | Portfolio Control GmbH | Alexander | Bierprigl | Senior Consultant, Corporate Finance Advisory | 49 815 1268 6516 | 49 815 1268 6550 | bierprigl@portfoliocontrol.de | mail@portfoliocontrol.de | Buchhofstr. 1a | Starnberg | D-82319 | Germany | Europe | Real Estate | https://www.linkedin.com/company/portfolio-control-gmbh/ | https://portfoliocontrol.de/ | Portfolio Control GmbH is a leading Multi Family Office and center of the capital market in the Alpine region. We offer support to people with high net worth, entrepreneurs, small and medium enterprises, foundations and federations / professional sports clubs in the management and controlling of assets and liabilities. In addition to the private equity portfolio and based on a comprehensive advisory approach, we consider the existing company as a fundamental element of the heritage and offer extensive services targeted optimization of responsibility and funding structures. | MF | |||||||
| Portfolio Control GmbH | Claus | Lemke | Managing Partner | 49 17 0222 1900 | 49 815 1268 6550 | lemke@portfoliocontrol.de | mail@portfoliocontrol.de | Buchhofstr. 1a | Starnberg | D-82319 | Germany | Europe | Real Estate | https://www.linkedin.com/company/portfolio-control-gmbh/ | https://portfoliocontrol.de/ | Portfolio Control GmbH is a leading Multi Family Office and center of the capital market in the Alpine region. We offer support to people with high net worth, entrepreneurs, small and medium enterprises, foundations and federations / professional sports clubs in the management and controlling of assets and liabilities. In addition to the private equity portfolio and based on a comprehensive advisory approach, we consider the existing company as a fundamental element of the heritage and offer extensive services targeted optimization of responsibility and funding structures. | MF | ||||||||
| Portfolio Control GmbH | Ulrich | Verkamp | Representative / Senior Consultant / Structured Finance / Corporate Finance | 49 815 126-86518 | 49 815 1268 6550 | verkamp@portfoliocontrol.de | mail@portfoliocontrol.de | Buchhofstr. 1a | Starnberg | D-82319 | Germany | Europe | Real Estate | https://www.linkedin.com/company/portfolio-control-gmbh/ | https://portfoliocontrol.de/ | Portfolio Control GmbH is a leading Multi Family Office and center of the capital market in the Alpine region. We offer support to people with high net worth, entrepreneurs, small and medium enterprises, foundations and federations / professional sports clubs in the management and controlling of assets and liabilities. In addition to the private equity portfolio and based on a comprehensive advisory approach, we consider the existing company as a fundamental element of the heritage and offer extensive services targeted optimization of responsibility and funding structures. | MF | ||||||||
| Portfolio Control GmbH | Ivan | Gobber | Senior Consultant, Corporate Finance Advisory | 49 815 1268 6511 | 49 815 1268 6550 | gobber@portfoliocontrol.de | mail@portfoliocontrol.de | Buchhofstr. 1a | Starnberg | D-82319 | Germany | Europe | Real Estate | https://www.linkedin.com/company/portfolio-control-gmbh/ | https://portfoliocontrol.de/ | Portfolio Control GmbH is a leading Multi Family Office and center of the capital market in the Alpine region. We offer support to people with high net worth, entrepreneurs, small and medium enterprises, foundations and federations / professional sports clubs in the management and controlling of assets and liabilities. In addition to the private equity portfolio and based on a comprehensive advisory approach, we consider the existing company as a fundamental element of the heritage and offer extensive services targeted optimization of responsibility and funding structures. | MF | ||||||||
| Portfolio Control GmbH | Jörg | Flechtner | Managing Partner | 49 81 5126 8650 | 49 815 1268 6550 | flechtner@portfoliocontrol.de | mail@portfoliocontrol.de | Buchhofstr. 1a | Starnberg | D-82319 | Germany | Europe | https://www.linkedin.com/in/jörg-flechtner-104590101/ | Real Estate | https://www.linkedin.com/company/portfolio-control-gmbh/ | https://portfoliocontrol.de/ | Portfolio Control GmbH is a leading Multi Family Office and center of the capital market in the Alpine region. We offer support to people with high net worth, entrepreneurs, small and medium enterprises, foundations and federations / professional sports clubs in the management and controlling of assets and liabilities. In addition to the private equity portfolio and based on a comprehensive advisory approach, we consider the existing company as a fundamental element of the heritage and offer extensive services targeted optimization of responsibility and funding structures. | MF | |||||||
| 862 | Portman Wealth (Pty) Ltd. | Bob | Judelsohn | Founder | 27 82 770 9258 | 27 87 236 2806 | info@portmanwealth.com | 54 Peter Place, 1st Floor Aberdeen House, Peter Place Park | Bryanston | 2191 | South Africa | Africa | University of Cape Town | https://www.linkedin.com/in/bob-judelsohn-8a777b6/ | Real Estate | 2.012 | http://www.stabilitas.co.za/ | https://portmanwealth.com/ | Portman Wealth, a Multi-Family Office, assisting leading Families in formulating and implement their local and global wealth strategies. | MF | |||||
| 863 | Portofino Multi Family Office | Eduardo | Castro | Partner & Chief Investment Officer | 55 (11) 2592-4484 | ecastro@portofinomultifamilyoffice.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | University of Chicago | https://www.linkedin.com/in/eduardo-castro-cfp®-212300/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | educastro@terra.com.br | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | ||
| Portofino Multi Family Office | Anildo | Betinardi Strapasson | Partner | Mobile: 55 (41) 99671-6622 | anildostrapasson@yahoo.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | https://www.linkedin.com/in/anildo-betinardi-strapasson-cfp®-72034b22/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | |||||
| Portofino Multi Family Office | Carolina | Giovanella | Managing Partner (Founder) | 55 (11) 2592-4484 | cgiovanella@portofinoinvestimentos.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | Pontifícia Universidade Católica do Rio Grande do Sul | https://www.linkedin.com/in/carolinagiovanella/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | ||||
| Portofino Multi Family Office | Adriano | Cantreva | Partner | (917) 385-7804 | acantreva@portofinoinvestimentos.com.br | info@pmfo.com.br | 800 3rd Ave. | New York | NY | 10022 | United States of America | North America | Escola Politécnica da USP / The Lauder Institute - University of Pennsylvania | https://www.linkedin.com/in/adriano-cantreva-b8900045/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | contact@thinqcap.com, acantreva@gmail.com | https://www.thinqcap.com/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | |||
| Portofino Multi Family Office | Valdemir | Paz | Chief Financial Officer | 55 (11) 2592-4484 | valdemirpaz@yahoo.com.br | info@pmfo.com.br | Av. Chedid Jafet, 222 - Vila Olimpia | Sao Paulo | SP | 04551-065 | Brazil | South America | Universidade Paulista | https://www.linkedin.com/in/valdemirpaz/ | Private Equity, Real Estate, Hedge Funds | 2.012 | R$5B | https://www.linkedin.com/company/portofinomultifamilyoffice/ | https://portofinomultifamilyoffice.com.br/ | Portofino Investimentos is now Portofino Multi Family Office. When I founded Portofino in 2012, we were a single family office with the aim of ensuring the sustainability and growth of my family's assets. Seeing them paying a high price for inappropriate and crazy solutions from countless institutions, I had the idea of developing a wealth and investment management model, based on ethics, responsibility and transparency, aligned exclusively with the clients' objectives and minimizing any conflict of interest. Today, thanks to the trust of our customers, the appointment of more people and the work of an extremely professional and qualified team, we have expanded our business to São Paulo, Porto Alegre and New York, we have already surpassed the R $ 5Bi mark of assets under management and we take care of approximately 300 families in Brazil and abroad. | MF | ||||
| 864 | Portogallo Investimentos | Magda | Portugal | Partner | 55 (11) 3078-6870 | magda@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | Ibmec | https://www.linkedin.com/in/mportugal2007/ | Private Equity, Real Estate, Hedge Fund, Bonds | magda@mpadvisors.com.br, operacional@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogallofamilyoffice.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | ||||
| Portogallo Investimentos | Márcio | Burigo | Partner & Relationship Manager | 55 (11) 3078-6830 | marcio@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/burigomarcio/ | Private Equity, Real Estate, Hedge Fund, Bonds | marcio@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogallofamilyoffice.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| Portogallo Investimentos | Mario | Melilli | Partner | 55 (11) 3078-6870 | mario@portogalloinvestimentos.com.br | contato@portogalloinvestimentos.com.br | Rua Tabapuã nº 111 - Conjunto 62, Itaim Bibi | Sao Paulo | SP | 04533-010 | Brazil | South America | Pontifícia Universidade Católica de São Paulo | https://www.linkedin.com/in/mario-melilli-cfp®-10167a59/ | Private Equity, Real Estate, Hedge Fund, Bonds | mario@mpadvisors.com.br | http://www.mpadvisors.com.br/ | https://portogallofamilyoffice.com.br/ | Portogallo believes in value-oriented investments, with a fundamentalist vision for the medium and long term. Our goal is to provide customers with profitable and appropriately diversified portfolios, always looking for the best risk x return ratio. By bringing together elements such as micro and macroeconomic analysis together with possible impacts on assets that can be acquired by households, Portogallo will seek to add value to its customers by helping to acquire the best investments for each profile of investors and families. In our assessment, large financial institutions present a major conflict in the relationship with the customer, as they earn more when their customers earn less. Portogallo's Multi-Family Office allows families to be served by professionals who deeply understand the financial market and are focused on enhancing the return on investments of the families and clients served. | MF | |||||
| 865 | Portolani NV | Marc | Ecker | Partner | 32 32 606 040 | 32 32 606 041 | marc.ecker@portolani.eu | info@portolani.eu | De Burburestraat 6-8/4 | Antwerpen | 2000 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/marc-ecker-0532b786/ | Technology, Private Equity, Real Estate | 2.006 | charlotte.vandenbosch@portolani.eu | https://www.linkedin.com/company/portolani-wealth-advisors/ | https://portolani.eu/ | Portolani is an independent multi-family office. Our mission is to enable families in steering their wealth throughout their financial path in life. Portolani was founded in 2006 and has an office in Antwerp and in Luxembourg. More than half of the families we work for have been with us for over half our life span. Their trust is a direct reflection of our loyalty towards them. Unlike most financial intermediaries, Portolani is 100% remunerated by its clients. We provide enterprising families with the information, insights and technical resources to gain a better grip on all areas of their wealth and make more informed patrimonial decisions. | MF | |||
| Portolani NV | Bernard | Raevens | Partner | 32 32 606 040 | 32 32 606 041 | bernard.raevens@portolani.eu | info@portolani.eu | De Burburestraat 6-8/4 | Antwerpen | 2000 | Belgium | Europe | Faculté Polytechnique de Mons | https://www.linkedin.com/in/bernard-raevens-622218/ | Technology, Private Equity, Real Estate | 2.006 | https://www.linkedin.com/company/portolani-wealth-advisors/ | https://portolani.eu/ | Portolani is an independent multi-family office. Our mission is to enable families in steering their wealth throughout their financial path in life. Portolani was founded in 2006 and has an office in Antwerp and in Luxembourg. More than half of the families we work for have been with us for over half our life span. Their trust is a direct reflection of our loyalty towards them. Unlike most financial intermediaries, Portolani is 100% remunerated by its clients. We provide enterprising families with the information, insights and technical resources to gain a better grip on all areas of their wealth and make more informed patrimonial decisions. | MF | |||||
| Portolani NV | Wim | Antoons | Head of Portfolio Desk | 32 32 606 040 | 32 32 606 041 | wim.antoons@portolani.eu | info@portolani.eu | De Burburestraat 6-8/4 | Antwerpen | 2000 | Belgium | Europe | https://www.linkedin.com/in/wim-antoons-2827135/ | Technology, Private Equity, Real Estate | 2.006 | https://www.linkedin.com/company/portolani-wealth-advisors/ | https://portolani.eu/ | Portolani is an independent multi-family office. Our mission is to enable families in steering their wealth throughout their financial path in life. Portolani was founded in 2006 and has an office in Antwerp and in Luxembourg. More than half of the families we work for have been with us for over half our life span. Their trust is a direct reflection of our loyalty towards them. Unlike most financial intermediaries, Portolani is 100% remunerated by its clients. We provide enterprising families with the information, insights and technical resources to gain a better grip on all areas of their wealth and make more informed patrimonial decisions. | MF | ||||||
| Portolani NV | Willem | Spaas | Analyst Portfolio Desk | 32 32 606 040 | 32 32 606 041 | willem.spaas@portolani.eu | info@portolani.eu | De Burburestraat 6-8/4 | Antwerpen | 2000 | Belgium | Europe | Karel de Grote-Hogeschool | https://www.linkedin.com/in/willem-spaas-49465762/ | Technology, Private Equity, Real Estate | 2.006 | https://www.linkedin.com/company/portolani-wealth-advisors/ | https://portolani.eu/ | Portolani is an independent multi-family office. Our mission is to enable families in steering their wealth throughout their financial path in life. Portolani was founded in 2006 and has an office in Antwerp and in Luxembourg. More than half of the families we work for have been with us for over half our life span. Their trust is a direct reflection of our loyalty towards them. Unlike most financial intermediaries, Portolani is 100% remunerated by its clients. We provide enterprising families with the information, insights and technical resources to gain a better grip on all areas of their wealth and make more informed patrimonial decisions. | MF | |||||
| 866 | Posang Capital Limited | Michelle | Wong | Director | 852 2571 2393 | 852 2806 8393 | skho@fooklee.com.hk | 16/F Kam Chung Commercial Building, 19-21 Hennessy Road | Wan Chai | Hong Kong | Asia | Cornell University | https://www.linkedin.com/in/michelle-w-8240001/ | Real Estate, Diversified Holdings | 2.015 | https://www.linkedin.com/in/eugene-wong-04064511/ | https://www.linkedin.com/company/posang-capital/ | Posang Capital, a single-family office in Hong Kong investing in real estate and diversified holdings with a focus on long-term cross-generational investing. | SF | ||||||
| 867 | Prairie Management Group LLC | Gordon | Segal | Chief Executive Officer | (847) 380-4440 | gsegal@prairiemgt.com | investments@prairiemgt.com | 1474 Techny Road | Northbrook | IL | 60062 | United States of America | North America | https://www.linkedin.com/in/gordon-segal-24a90b3a/ | Private Equity, Real Estate, Commercial Real Estate, Residential Real Estate | 2.008 | https://prairiemgt.com/ | Prairie Management Group is a single-family investment firm that invests private family capital into businesses and real estate opportunities that have the potential to create substantial long-term value. Prairie Management Group’s private equity strategy is to slowly, carefully build a diversified portfolio of high-growth companies that have a strong potential to prosper and profit over decades to come. | SF | ||||||
| Prairie Management Group LLC | Harvey | Silverstone | Chief Investment Officer | (847) 380-4440 | hsilverstone@prairiemgt.com | investments@prairiemgt.com | 1474 Techny Road | Northbrook | IL | 60062 | United States of America | North America | https://www.linkedin.com/in/harvey-silverstone-73190051/ | Private Equity, Real Estate, Commercial Real Estate, Residential Real Estate | 2.008 | https://prairiemgt.com/ | Prairie Management Group is a single-family investment firm that invests private family capital into businesses and real estate opportunities that have the potential to create substantial long-term value. Prairie Management Group’s private equity strategy is to slowly, carefully build a diversified portfolio of high-growth companies that have a strong potential to prosper and profit over decades to come. | SF | |||||||
| Prairie Management Group LLC | Christopher | Segal | Investment Director | (847) 380-4440 | email@csscapital.com | investments@prairiemgt.com | 1474 Techny Road | Northbrook | IL | 60062 | United States of America | North America | Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/chris-segal-9aa5a9/ | Private Equity, Real Estate, Commercial Real Estate, Residential Real Estate | 2.008 | http://csscapital.com/ | https://prairiemgt.com/ | Prairie Management Group is a single-family investment firm that invests private family capital into businesses and real estate opportunities that have the potential to create substantial long-term value. Prairie Management Group’s private equity strategy is to slowly, carefully build a diversified portfolio of high-growth companies that have a strong potential to prosper and profit over decades to come. | SF | |||||
| Prairie Management Group LLC | Matt | Frekko | Director | (847) 380-4440 | mfrekko@prairiemgt.com | investments@prairiemgt.com | 1474 Techny Road | Northbrook | IL | 60062 | United States of America | North America | Colgate University | https://www.linkedin.com/in/matt-frekko-6b986a100/ | Private Equity, Real Estate, Commercial Real Estate, Residential Real Estate | 2.008 | https://www.linkedin.com/in/matt-frekko-502869100/ | https://prairiemgt.com/ | Prairie Management Group is a single-family investment firm that invests private family capital into businesses and real estate opportunities that have the potential to create substantial long-term value. Prairie Management Group’s private equity strategy is to slowly, carefully build a diversified portfolio of high-growth companies that have a strong potential to prosper and profit over decades to come. | SF | |||||
| Prairie Management Group LLC | Laura | Marvin | Executive Assistant | (847) 380-4440 | lmarvin@prairiemgt.com | investments@prairiemgt.com | 1474 Techny Road | Northbrook | IL | 60062 | United States of America | North America | https://www.linkedin.com/in/laura-marvin-45655791/ | Private Equity, Real Estate, Commercial Real Estate, Residential Real Estate | 2.008 | https://prairiemgt.com/ | Prairie Management Group is a single-family investment firm that invests private family capital into businesses and real estate opportunities that have the potential to create substantial long-term value. Prairie Management Group’s private equity strategy is to slowly, carefully build a diversified portfolio of high-growth companies that have a strong potential to prosper and profit over decades to come. | SF | |||||||
| 868 | Pratithi Investments | Saumya | Jain | Investment Associate - Private Equity | Mobile: 91 97 8440 4321 | saumya@pratithi.com | Bangalore | India | Asia | H.R. College Of Commerce & Economics | https://www.linkedin.com/in/saumya-jain-617147b6/ | Private Equity, Public Markets, Real Estate, Venture Capital, Entrepreneurship, Technological Advances, Scientific Research in India | https://www.linkedin.com/company/pratithi-investments/ | Pratithi Investments is a single family office, investing in public markets, real estate and venture capital. We are focused on supporting entrepreneurship, technological advances and scientific research in India. | SF | ||||||||||
| Pratithi Investments | Sheeba | D'Mello | Manager - Private Equity | sheeba@pratithi.com | Bangalore | India | Asia | Mount Carmel College, Palace Rd, Bengaluru | https://www.linkedin.com/in/sheebadmello/ | Private Equity, Public Markets, Real Estate, Venture Capital, Entrepreneurship, Technological Advances, Scientific Research in India | https://www.linkedin.com/company/pratithi-investments/ | Pratithi Investments is a single family office, investing in public markets, real estate and venture capital. We are focused on supporting entrepreneurship, technological advances and scientific research in India. | SF | ||||||||||||
| 869 | Praxeo Capital, LLC | (727) 647-8518 | info@praxeocap.com | 260 1st Ave. S | St Petersburg | FL | 33701 | United States of America | North America | Commercial Real Estate, Specialty Finance Sectors | 2.019 | http://praxeocap.com/ | Praxeo Capital is a single family office focused on direct alternative investments, with a primary focus on the commercial real estate and specialty finance sectors. As a direct capital source, we take a long-term view and can create bespoke structures that provide maximum flexibility. | SF | |||||||||||
| 870 | Premis Advisors, LLC | Brad | Chitty | Chief Investment Officer | (678) 954-4828 | brad@premisadvisors.com | admin@premisadvisors.com | 3344 Peachtree Rd. NE, Suite 800 | Atlanta | GA | 30326 | United States of America | North America | Wake Forest University (WFU) | https://www.linkedin.com/in/bradley-chitty-cfa-1347015/ | Real Estate, Energy, Hedge Funds | 2.016 | $61.9M | http://www.premisadvisors.com/ | Premis Advisors is a boutique multi-family office providing wealth management solutions to a limited number of ultra-high net worth clients. | MF | ||||
| 871 | Premium Equity LLC | info@premiumequity.com | 601 Brickell Key Drive, Suite 700 | Miami | FL | 33131 | United States of America | North America | Real Estate, Real Estate Funds, Real Assets, Related Alternative Assets, Commercial Real Estate, Residential Real Estate, Industrial Facilities, Land or Agricultural Properties, PERE Funds, Infrastructure Funds, Real Estate Financing, Commodity, REITs, Publicly Traded Real Estate Funds, Real Estate ETFs, Publicly Traded Hospitality Companies | https://www.premiumequity.com/ | Premium Equity, a private family office founded in 2019 to make selective and opportunistic, long-term investments in real estate and related alternative assets. | SF | |||||||||||||
| 872 | Prime Asia Asset Management | Ang | Chee Leong | Chief Executive Officer | cs.sg@funika.co.id | enquiries@pa-am.com | 20 Cecil Street, #08-05 | Singapore | 049705 | Singapore | Asia | Nanyang Technological University Singapore | https://www.linkedin.com/in/chee-leong-ang-81502a7a/ | Fund Management, Wealth Management, Insurance Planning, Trusts, Wills & Estate Planning, Real Estate & Alternative Investments | 2.006 | $1B | https://www.pa-am.com/ | Prime Asia is a Singapore-based Fund Management and Multi-Family Office company that holds a Capital Market Services (CMS) licence issued by the Monetary Authority of Singapore (MAS) to conduct regulated activities in fund management under the Singapore Securities & Futures Act and Financial Advisers Act. Prime Asia’s business model differentiates from traditional private banks in which we provide truly independent advice solely in the interest of our clients. We work with some of the most reputable and top-tier private banks in Singapore and other financial centres to safeguard your assets held with us. | MF | ||||||
| 873 | PrimeGate SA | Karim | Traboulsi | Chief Executive Officer | 41 227 357 560 | 41 227 357 062 | k.traboulsi@primegatesa.com | info@primegatesa.com | Rue du Rhône 29 | Geneva | CH-1204 | Switzerland | Europe | American University of Beirut | https://www.linkedin.com/in/karim-traboulsi-a2b67217/ | Long Only Funds, Hedge Funds, Alternative Investments, Real Estate, Yacht, Aircraft Finance | 2.010 | https://www.primegatesa.com/ | PrimeGate is a Geneva based, fully independent, multi-family investment advisory services company, affiliated to the Swiss Association of Asset Managers (SAAM). PrimeGate was founded in 2010 by Karim Traboulsi, its Managing Director, leveraging his 30 years of experience in wealth management with some of the world’s most reputable banks. PrimeGate is dedicated to servicing clients’ objectives and protecting their interests in a fast changing regulatory and financial markets environment. The PrimeGate team aims to deliver a 100% client focused, fully transparent, integrated wealth management platform based on a selective and dynamic tissue of world class professional network and experience. | MF | |||||
| 874 | PRIMWEST SA | Andrew | Maclean | Chief Investment Officer | 41 227 599 050 | andrew@primwest.com | info@primwest.com | Route de Jussy 210, Geneva | Presinge | CH-1243 | Switzerland | Europe | University of Bath | https://www.linkedin.com/in/andrew-maclean-4345b71a2/ | Private Equity, Real Estate,Hedge Funds, Equities, Direct Investments, Fund Commitments | 2.014 | https://www.linkedin.com/company/primwestsa/ | https://primwest.com/ | Primwest is a single family office based in Geneva Switzerland, investing globally across all asset classes. | SF | |||||
| 875 | Principal Asset Management AG | Andreas | Spalt | Member of the Management Board - Portfolio Management | 423 235 0440 | 423 235 0441 | andreas.spalt@principal.li | info@principal.li | Landstrasse 30 | Schaan | FL-9494 | Liechtenstein | Europe | Real Estate, Business Jets, Yachts and Works of Art, Funds, Hedge Funds, Private Equity, Technology, IT | 1.989 | https://www.principal.li/ | Principal is an international advisor and service partner for wealthy individuals and their families. Principal provides its clients with independent and customised comprehensive investment management and investment monitoring services. In coordination with our external partners we also support clients in additional private wealth matters in a broader context. | MF | |||||||
| 876 | Private Beverly Hills | Gordon | MacGeachy | Co-Founder | (310) 273-3311 | gordon@privatebeverlyhills.com | pbh@privatebeverlyhills.com | The Penthous, 9440 Santa Monica Blvd. | Beverly Hills | CA | 90210 | United States of America | North America | Gordonstoun | https://www.linkedin.com/in/gordon-macgeachy-a582b328b/ | Real Estate, Properties | 2.010 | https://giftsbymint.com/ | https://www.privatebeverlyhills.com/ | PRIVATE BEVERLY HILLS is a multi-family office providing the best in real estate related services. | MF | ||||
| Private Beverly Hills | Denise | Moreno | Co-Founder | (310) 273-3311 | denise@privatebeverlyhills.com | pbh@privatebeverlyhills.com | The Penthous, 9440 Santa Monica Blvd. | Beverly Hills | CA | 90210 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/denisecmoreno/ | Real Estate, Properties | 2.010 | https://www.linkedin.com/company/private-beverly-hills/ | https://www.privatebeverlyhills.com/ | PRIVATE BEVERLY HILLS is a multi-family office providing the best in real estate related services. | MF | |||||
| 877 | Private Capital Investments LLC | Katherine | Hill Ritchie | Founder & CEO | khillritchie@nottinghamspirk.com | New York | NY | United States of America | North America | University of Maryland | 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 | |||||||||
| 878 | Private Client Services, Inc - Family Office | Kamyar | Shadan | Chairman, Founder | (866) 678-3422 | kam@pcsfamilyoffice.com | P.O. Box 174 | Tiburon | CA | 94920 | United States of America | North America | University of California, Berkeley, Haas School of Business | https://www.linkedin.com/in/kamshadan/ | Family office services, Real Estate portfolio, Investments portfolio, Estate Planning, Life-Long Term Care-Disability Insurance, Family/Executive Protection & Coaching, Private Jet Charter, Family Business succession Planning, Corporate Retirement Plans, Executive Compensation Programs, Oil&Gas - Private Equity - Hedge Funds. | 2.005 | https://www.pcsfamilyoffice.com/ | Private Client Services was founded for the sole purpose of advocating your best interest by its Chairman Kamyar ""Kam"" Shadan. We are a premier Total Wealth Management family office services firm. We provide a Total Wealth Advocacy Platform that can assist in every area of your financial life: Family office services, Real Estate portfolio, Investments portfolio, Estate Planning, Life-Long Term Care-Disability Insurance, Family/Executive Protection & Coaching, Private Jet Charter, Family Business succession Planning, Corporate Retirement Plans, Executive Compensation Programs, Oil&Gas - Private Equity - Hedge Funds, Concentrated positions. | MF | Mailing Address P.O. Box 174 Tiburon, CA 94920 Silicon Valley: 228 Hamilton Avenue Palo Alto, CA 94301 San Francisco, CA 94111 | |||||
| 879 | Private Investment Office | Emmanuel | Laurent | Managing Director | 33 611 192 988 | e@laurentpartners.com | 13 avenue Pasteur | Luxembourg | 2311 | Luxembourg | Europe | https://www.linkedin.com/in/emmanuellaurent/ | Private Equity, Real Estate, Infrastructure, Mobility/Transportation, Financial Services/Fintech, Cleantech/Infratech, Agritech/Biotech, Energy, Hospitality/Entertainment, Advanced Materials | 2.011 | €10M | https://www.pereim.com/ | https://www.linkedin.com/company/pereio/ | Private Investment Office is a Luxembourg-based single family office firm. | SF | ||||||
| 880 | Private Office of H.H. Sheikh Ahmed bin Faisal Al Qassimi | Damian | Goryszewski | Managing Director | 971 4 585 9444 | damian.goryszewski@shkqassimi.com | office@shkqassimi.com | 17F The H Dubai - Office Tower, 1 Sheikh Zayed Rd. | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/prestigeprive/ | Private Equity, Real Estate | https://www.awbcentre.com/ | https://shkqassimi.com/ | The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi. Sheikh Ahmed Bin Faisal Al Qassimi, as a member of one of the most prominent Royal Families in the UAE, is key to what the Private Office is all about. With a team that shares his vision and determination, the Private Office has an unparalleled competitive experience, invaluable business relationships and presence in the Dubai market. H.H Sheikh Ahmed born Faisal Al-Qassimi (Arabic: الشيخ احمد بن فيصل القاسمي) is a member of the Royal family of Sharjah & Ras Al Khaimah from the United Arab Emirates. After graduating from the Royal Military Sadhurst College in the United Kingdom in 2003, he – being a big fan of sports and football in particular – supported the Youth in sports. | SF | ||||||||
| Private Office of H.H. Sheikh Ahmed bin Faisal Al Qassimi | Giorgi | Astamadze | Business Consultant | Mobile: 995 557 555 556, WhatsApp: 995 577 280 033 | giorgi.astamadze@shkqassimi.com | office@shkqassimi.com | 17F The H Dubai - Office Tower, 1 Sheikh Zayed Rd. | Dubai | United Arab Emirates | Asia | Tbilisi State University | https://www.linkedin.com/in/giorgiastamadze/ | Private Equity, Real Estate | g.astamadze@sopra.ge | https://www.linkedin.com/company/the-private-office-of-hh-sheikh-ahmed-bin-faisal-al-qassimi/ | https://shkqassimi.com/ | The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi. Sheikh Ahmed Bin Faisal Al Qassimi, as a member of one of the most prominent Royal Families in the UAE, is key to what the Private Office is all about. With a team that shares his vision and determination, the Private Office has an unparalleled competitive experience, invaluable business relationships and presence in the Dubai market. H.H Sheikh Ahmed born Faisal Al-Qassimi (Arabic: الشيخ احمد بن فيصل القاسمي) is a member of the Royal family of Sharjah & Ras Al Khaimah from the United Arab Emirates. After graduating from the Royal Military Sadhurst College in the United Kingdom in 2003, he – being a big fan of sports and football in particular – supported the Youth in sports. | SF | |||||||
| Private Office of H.H. Sheikh Ahmed bin Faisal Al Qassimi | Tomazs | Zaleski | Chairman Of The Board | 971 4 585 9444 | tomasz.zaleski@shkqassimi.com | office@shkqassimi.com | 17F The H Dubai - Office Tower, 1 Sheikh Zayed Rd. | Dubai | United Arab Emirates | Asia | Private Equity, Real Estate | https://www.linkedin.com/company/the-private-office-of-hh-sheikh-ahmed-bin-faisal-al-qassimi/ | https://shkqassimi.com/ | The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi. Sheikh Ahmed Bin Faisal Al Qassimi, as a member of one of the most prominent Royal Families in the UAE, is key to what the Private Office is all about. With a team that shares his vision and determination, the Private Office has an unparalleled competitive experience, invaluable business relationships and presence in the Dubai market. H.H Sheikh Ahmed born Faisal Al-Qassimi (Arabic: الشيخ احمد بن فيصل القاسمي) is a member of the Royal family of Sharjah & Ras Al Khaimah from the United Arab Emirates. After graduating from the Royal Military Sadhurst College in the United Kingdom in 2003, he – being a big fan of sports and football in particular – supported the Youth in sports. | SF | ||||||||||
| Private Office of H.H. Sheikh Ahmed bin Faisal Al Qassimi | Salwa | ABdulaziz Zein | Chief Executive Officer | 971 4 585 9444 | salwa.zein@shkqassimi.com | office@shkqassimi.com | 17F The H Dubai - Office Tower, 1 Sheikh Zayed Rd. | Dubai | United Arab Emirates | Asia | Private Equity, Real Estate | https://www.linkedin.com/company/the-private-office-of-hh-sheikh-ahmed-bin-faisal-al-qassimi/ | https://shkqassimi.com/ | The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi. Sheikh Ahmed Bin Faisal Al Qassimi, as a member of one of the most prominent Royal Families in the UAE, is key to what the Private Office is all about. With a team that shares his vision and determination, the Private Office has an unparalleled competitive experience, invaluable business relationships and presence in the Dubai market. H.H Sheikh Ahmed born Faisal Al-Qassimi (Arabic: الشيخ احمد بن فيصل القاسمي) is a member of the Royal family of Sharjah & Ras Al Khaimah from the United Arab Emirates. After graduating from the Royal Military Sadhurst College in the United Kingdom in 2003, he – being a big fan of sports and football in particular – supported the Youth in sports. | SF | ||||||||||
| Private Office of H.H. Sheikh Ahmed bin Faisal Al Qassimi | Dunston | Pereira | Chief Operating Officer | Mobile: 971 581 272 704 | dunston.pereira@shkqassimi.com | office@shkqassimi.com | 17F The H Dubai - Office Tower, 1 Sheikh Zayed Rd. | Dubai | United Arab Emirates | Asia | Private Equity, Real Estate | enquiries@shkqassimi.com | https://www.linkedin.com/company/the-private-office-of-hh-sheikh-ahmed-bin-faisal-al-qassimi/ | https://shkqassimi.com/ | The Private Office of H.H. Sheikh Ahmed Bin Faisal Al-Qassimi. Sheikh Ahmed Bin Faisal Al Qassimi, as a member of one of the most prominent Royal Families in the UAE, is key to what the Private Office is all about. With a team that shares his vision and determination, the Private Office has an unparalleled competitive experience, invaluable business relationships and presence in the Dubai market. H.H Sheikh Ahmed born Faisal Al-Qassimi (Arabic: الشيخ احمد بن فيصل القاسمي) is a member of the Royal family of Sharjah & Ras Al Khaimah from the United Arab Emirates. After graduating from the Royal Military Sadhurst College in the United Kingdom in 2003, he – being a big fan of sports and football in particular – supported the Youth in sports. | SF | |||||||||
| 881 | Privos Capital | Dan | Farrell | Chairman & CEO | Mobile: (212) 380-6415 | dfarrell@privoscapital.com | info@privoscapital.com | 244 Madison Avenue | New York | NY | 10016 | United States of America | North America | https://www.linkedin.com/in/dan-farrell-55b43152/ | Private Equity, Hedge Funds, Venture Capital, Secondaries, Direct Investments, Commodities, Real Estate | 2.010 | https://www.privoscapital.com/ | Privos Capital is a global multi-family office LP (MFO) with offices in the U.S, Europe, the Middle East, and Asia. We work with our international family office LP partners, their funds, foundations, and portfolio companies in all leading financial centers, as well as in the BRICS, Next Eleven (N-11), MINT, CIVETS, and the Frontier Countries of the Emerging Markets (EM). We partner with world-class pioneers in their fields who have created great wealth and, in turn, global family offices. As an international multi-family office, we have a successful track record in working with family offices from Wall Street to Sand Hill Road ("Wall St. West"). | MF | ||||||
| Privos Capital | Thorvaldur | Makan | Managing Director | (917) 688-2683 | makan@privoscapital.com | info@privoscapital.com | 244 Madison Avenue | New York | NY | 10016 | United States of America | North America | Auburn University | https://www.linkedin.com/in/thorvaldur-makan-86a95029/ | Private Equity, Hedge Funds, Venture Capital, Secondaries, Direct Investments, Commodities, Real Estate | 2.010 | https://www.privoscapital.com/ | Privos Capital is a global multi-family office LP (MFO) based in New York, with offices in the U.S., Europe, the Middle East, and Asia. We provide innovative private client and financial advisory services world-wide to our international family office partners, their funds, foundations, and international portfolio companies. | MF | ||||||
| Privos Capital | Karlon | Johnson | Managing Director | (917) 688-2683 | kjohnson@privoscapital.com | info@privoscapital.com | 244 Madison Avenue | New York | NY | 10016 | United States of America | North America | University of Maryland Global Campus | https://www.linkedin.com/in/karlon-c-johnson/ | Private Equity, Hedge Funds, Venture Capital, Secondaries, Direct Investments, Commodities, Real Estate | 2.010 | karlon.johnson@privoscapital.com, karlon@privoscapital.com | https://www.privoscapital.com/ | Privos Capital is a global multi-family office LP (MFO) based in New York, with offices in the U.S., Europe, the Middle East, and Asia. We provide innovative private client and financial advisory services world-wide to our international family office partners, their funds, foundations, and international portfolio companies. | MF | |||||
| 882 | Privus Financial LLC | Teresa | Gast | Chief Executive Officer | (214) 725-6956 | teresa@privusfinancial.com | info@privusfinancial.com | 909 Lake Carolyn Pkwy, Suite 330 | Irving | TX | 75039 | United States of America | North America | Kansas State University | https://www.linkedin.com/in/teresa-gast-9b33908/ | Real Estate | 2.017 | tgast@privusfinancial.com | https://www.linkedin.com/in/teresa-gast-582a3320/ | https://privusfinancial.com/ | Privus Financial provides family office services, which includes anything that touches the financial life for you and your family. Our clients are generally high net worth individuals and families (and those on that trajectory) who own one or more businesses. We provide services customized to your unique needs, taking into consideration the complexity of businesses and partnerships as well as tax efficient financial management. | MF | |||
| 883 | Proficio Capital Partners, LLC | Bob | Haber | CIO & Partner | (617) 340-8425 | bhaber@procapitalpartners.net | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Tufts University / Harvard Business School | https://www.linkedin.com/in/bobhaber/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | |||
| Proficio Capital Partners, LLC | Lauren | Maughan | Head of Client & Business Development | (617) 340-8425 | lmaughan@proficiocap.com | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Villanova University | https://www.linkedin.com/in/lmdenklau/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | ||||
| Proficio Capital Partners, LLC | Matthew | Wosk | Founder, Partner & Chief Executive Officer | (617) 340-8425 | mwosk@proficiocap.com | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Western University / Harvard Business School | https://www.linkedin.com/in/matthew-wosk-14032427/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | ||||
| Proficio Capital Partners, LLC | Justin | Sussman | Partner & Chief Operating Officer | (617) 340-8425 | jsussman@proficiocap.com | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Bucknell University | https://www.linkedin.com/in/justin-sussman-a84a9521/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | ||||
| Proficio Capital Partners, LLC | Sheldon | Hanau | Chief Strategy Officer | (617) 340-8425 | shanau@proficiocap.com | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Yeshiva University / Harvard Business School | https://www.linkedin.com/in/sheldon-hanau-053ab352/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | ||||
| Proficio Capital Partners, LLC | Onnie | Mayshak | Portfolio Management & Private Investments | (617) 340-8425 | omayshak@proficiocap.com | info@proficiocap.com | 300 Washington Street, Suite 601 | Newton | MA | 02458 | United States of America | North America | Harvard University | https://www.linkedin.com/in/onnie-mayshak-a729617/ | Proactive and Objective Financial Advice, Clearinghouse for Financial, Investment, Tax, and Estate Planning Ideas, Negotiated Cost-Savings with other Financial Providers, and Select Private Placement Access in Domestic Entrepreneurial Businesses. | 2.014 | $500M | https://www.linkedin.com/company/proficio-capital-partners-llc/ | https://proficiocap.com/ | Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees and administrators. | MF | ||||
| 884 | Prominent Canadian Family Office | Helen | Jones | Head of Investments | helenjones452@gmail.com | Vancouver | BC | Canada | North America | Harvard University | https://www.linkedin.com/in/helen-jones-7618a3170/ | FinTech, Financial Technology, Oil & Gas, Technology, Real Estate | 1.998 | Single Family Office for a prominent Canadian family with offices in Vancouver and New York. I manage the investment portfolio that comprises of over 95 direct investments ranging from fintech, oil/gas, technology, and real estate. I also oversee a portfolio of external managers. | SF | ||||||||||
| 885 | Promus Capital, LLC | Brian | Musso | Managing Partner & Investment Advisor | (312) 784-3990 | (312) 784-3991 | bmusso@promuscapital.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | Northwestern University | https://www.linkedin.com/in/brian-musso-16387213/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | |||
| Promus Capital, LLC | Cooper | White | Investment Advisor | (312) 784-3990 | (312) 784-3991 | cwhite@promuscapital.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | https://www.linkedin.com/in/cooper-white-81579728/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | |||||
| Promus Capital, LLC | Zach | Musso | Managing Partner | (312) 784-3990 | (312) 784-3991 | zmusso@promuscapital.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | https://www.linkedin.com/in/zach-musso-53841127/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | |||||
| Promus Capital, LLC | Anders | Rosenquist | Associate | (312) 784-3990 | (312) 784-3991 | arosenquist@promusequity.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | North Park University | https://www.linkedin.com/in/anders-rosenquist-a1067b3/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | ||||
| Promus Capital, LLC | Andrew | Code | Partner and Co-Founder | Mobile: (312) 498-3945 | (312) 784-3991 | acode@promusequity.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | University of Iowa | https://www.linkedin.com/in/andrew-code-42959552/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | ||||
| Promus Capital, LLC | Sarah | Wuellner | Principal | (312) 784-3990 | (312) 784-3991 | swuellner@promusequity.com | 156 N. Jefferson St., Suite 300 | Chicago | IL | 60661 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/sarah-wuellner-b4ab4413/ | Private Equity Funds, Hedge Funds, Real Estate Funds and Direct Investment Opportunities | 2.008 | $850M | https://promusequity.com/ | https://promusholdings.com/ | Promus Capital is a multi-family office dedicated to serving the investment needs of a small community of families. The founding families established the firm to more effectively manage their capital, and to share their unique investment platform with others. Our mission is to serve as a trusted steward for our clients, helping to preserve and grow wealth through the design and implementation of thoughtful investment programs and the selection of superior investment managers. | MF | ||||
| 886 | Provident Management | Vishal | Aggarwal | Manager | 971 4440 8200 | vishal.aggarwal@pmdmcc.com | info@pmdmcc.com | P.O. Box No. 113709, AU Tower - Gold, Level 34,Cluster I Jumeirah Lakes Towers | Dubai | United Arab Emirates | Asia | Guru Nanak Dev University | https://www.linkedin.com/in/vishal-aggarwal-01274b20/ | Global Capital Markets, Real Estate, Private Investments, Structured Lending in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies | https://www.linkedin.com/company/provident-management-sfo-dmcc/ | https://provident-management.com/ | Provident Management, a single family office mandated to manage our principals’ wealth. We manage investments in Global Capital Markets, Real Estate, Private Investments and Structured Lending. We have existing interests in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies. Our strategy is to evaluate long-term opportunities with experienced management. We back businesses with capital and bring value with our industrial background & independent approach. | SF | |||||||
| Provident Management | Rakesh | Shah | VP - Corporate Development | 971 4440 8200 | rakesh.shah@pmdmcc.com | info@pmdmcc.com | P.O. Box No. 113709, AU Tower - Gold, Level 34,Cluster I Jumeirah Lakes Towers | Dubai | United Arab Emirates | Asia | Nagpur University | https://www.linkedin.com/in/rakeshshah78/ | Global Capital Markets, Real Estate, Private Investments, Structured Lending in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies | https://www.linkedin.com/company/provident-management-sfo-dmcc/ | https://provident-management.com/ | Provident Management, a single family office mandated to manage our principals’ wealth. We manage investments in Global Capital Markets, Real Estate, Private Investments and Structured Lending. We have existing interests in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies. Our strategy is to evaluate long-term opportunities with experienced management. We back businesses with capital and bring value with our industrial background & independent approach. | SF | ||||||||
| Provident Management | Chintan | Surana | Group Chief Executive Officer, Head of Family Office | 971 4440 8200 | chintan.surana@pmdmcc.com | info@pmdmcc.com | P.O. Box No. 113709, AU Tower - Gold, Level 34,Cluster I Jumeirah Lakes Towers | Dubai | United Arab Emirates | Asia | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/chintansurana/ | Global Capital Markets, Real Estate, Private Investments, Structured Lending in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies | https://www.linkedin.com/company/provident-management-sfo-dmcc/ | https://provident-management.com/ | Provident Management, a single family office mandated to manage our principals’ wealth. We manage investments in Global Capital Markets, Real Estate, Private Investments and Structured Lending. We have existing interests in Europe, United Kingdom, the UAE, West Africa and continue to explore new geographies. Our strategy is to evaluate long-term opportunities with experienced management. We back businesses with capital and bring value with our industrial background & independent approach. | SF | ||||||||
| 887 | Providenzia Capital Group | Christian | Frampton | Chief Executive Officer | 41 792 039 426 | 41 227 152 526 | c.frampton@genii-capital.com | 3, rue Maurice | Geneva | CH-1204 | Switzerland | Europe | Kings College London and the London School of Economics and Political Science (joint program) | https://www.linkedin.com/in/christian-frampton-5b1636121/ | Private Equity, Real Estate, Technology, Automotive and Energy | 2.005 | http://www.genii-capital.com/ | http://www.providenzia.ch/ | Providenzia Capital Group is a Geneva Area, Switzerland-based Multi Family Office firm, Private Investment Banking, Private Equity, Asset Management. | MF | |||||
| Providenzia Capital Group | Florian | Calame | Managing Director | 41 223 187 810 | 41 227 152 526 | fcalame@providenzia.ch | 3, rue Maurice | Geneva | CH-1204 | Switzerland | Europe | Private Equity, Real Estate, Technology, Automotive and Energy | 2.005 | http://www.genii-capital.com/ | http://www.providenzia.ch/ | Providenzia Capital Group is a Geneva Area, Switzerland-based Multi Family Office firm, Private Investment Banking, Private Equity, Asset Management. | MF | ||||||||
| 888 | PSP Capital Partners, LLC | Mark | Barbato | Senior Vice President | (312) 873-4800 | mbarbato@pritzkerrealty.com | 444 West Lake Street, Suite 3500 | Chicago | IL | 60606 | United States of America | North America | Lawrence University | https://www.linkedin.com/in/mark-barbato-23b41654/ | Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit | 2.011 | https://www.linkedin.com/company/psp-partners/ | https://www.psppartners.com/ | PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. | SF | |||||
| PSP Capital Partners, LLC | David | Chiang | Chief Investment Officer | Direct: (310) 310-4848 | dchiang@pritzkerff.com | 444 West Lake Street, Suite 3500 | Chicago | IL | 60606 | United States of America | North America | Brown University | https://www.linkedin.com/in/david-chiang-167242/ | Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit | 2.011 | https://www.linkedin.com/company/psp-partners/ | https://www.psppartners.com/ | PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. | SF | ||||||
| PSP Capital Partners, LLC | John | Poe | Chief Operating Officer | (312) 873-4800 | jpoe@pritzkerrealty.com | 444 West Lake Street, Suite 3500 | Chicago | IL | 60606 | United States of America | North America | Northwestern University | https://www.linkedin.com/in/john-poe-620b801/ | Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit | 2.011 | https://www.linkedin.com/company/psp-partners/ | https://www.psppartners.com/ | PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. | SF | ||||||
| PSP Capital Partners, LLC | Damien | Coady | Managing Director | (312) 873-4800 | dcoady@pritzkerff.com | 444 West Lake Street, Suite 3500 | Chicago | IL | 60606 | United States of America | North America | University of Cambridge / Harvard Business School | https://www.linkedin.com/in/damien-coady-3409a1/ | Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit | 2.011 | https://www.linkedin.com/company/psp-partners/ | https://www.psppartners.com/ | PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. | SF | ||||||
| PSP Capital Partners, LLC | Jacob | Bodner | Investment Associate | (312) 873-4800 | jbodner@pritzkerff.com | 444 West Lake Street, Suite 3500 | Chicago | IL | 60606 | United States of America | North America | Real Estate, Private Investments, Funds & Partnerships, Private Equity, LBOs, Venture Capital, Public Equity, Hedge Funds, Credit | 2.011 | https://www.linkedin.com/company/psp-partners/ | https://www.psppartners.com/ | PSP Partners is a global private investment firm founded by our Chairman, Penny Pritzker. PSP Partners takes a long-term, fundamental approach to investing in private businesses and real estate with those who share our core values of integrity, passion, discretion and candor. With investment strategies focused on established businesses (PSP Capital), emerging/growth companies (PSP Growth) and real assets (Pritzker Realty Group), PSP Partners makes direct investments across the capital stack and in multiple asset classes with a primary emphasis on business & technology services, advanced industrials and real estate where we have deep expertise. In addition, we make limited commitments to funds and partnerships that complement our direct investment activities and diversify our holdings. | SF | ||||||||
| 889 | Pulse Neo Family Office | Matthieu | Panhard | Co-Founder & Chairman, Investments | mp@pulse-nfo.com | info@pulse-nfo.com | 42, rue Notre-Dame des Victoires | Paris | 75002 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/matthieu-panhard-4699642a/ | All Asset Classes, Private Equity, Financial Markets, Real Estate, Non-Traditional Assets, Socially Responsible Investments (Impact/SRI/ESG) Data | 2.020 | https://www.linkedin.com/company/pulse-nfo/ | https://pulse-nfo.com/ | Pulse is a family office offering independent, global and alternative support for families and entrepreneurs: * Investment advice and financial representation * Asset consolidation and allocation control * Legal and tax engineering, litigation and international * Family governance and philanthropy * Arts and collections consultancy * Administrative support and private secretarial services | MF | ||||||
| Pulse Neo Family Office | Thomas | Chéreau | Co-Founder, Investments | tc@pulse-nfo.com | info@pulse-nfo.com | 42, rue Notre-Dame des Victoires | Paris | 75002 | France | Europe | University of Newcastle | https://www.linkedin.com/in/thomas-chereau/ | All Asset Classes, Private Equity, Financial Markets, Real Estate, Non-Traditional Assets, Socially Responsible Investments (Impact/SRI/ESG) Data | 2.020 | https://www.linkedin.com/company/pulse-nfo/ | https://pulse-nfo.com/ | Pulse is a family office offering independent, global and alternative support for families and entrepreneurs: * Investment advice and financial representation * Asset consolidation and allocation control * Legal and tax engineering, litigation and international * Family governance and philanthropy * Arts and collections consultancy * Administrative support and private secretarial services | MF | |||||||
| Pulse Neo Family Office | Hugo | Limonne | Co-Founder & Wealth Planning | hl@pulse-nfo.com | info@pulse-nfo.com | 42, rue Notre-Dame des Victoires | Paris | 75002 | France | Europe | Paris-Pantheon-Assas University | https://www.linkedin.com/in/hugo-limonne-93538623/ | All Asset Classes, Private Equity, Financial Markets, Real Estate, Non-Traditional Assets, Socially Responsible Investments (Impact/SRI/ESG) Data | 2.020 | https://www.linkedin.com/company/pulse-nfo/ | https://pulse-nfo.com/ | Pulse is a family office offering independent, global and alternative support for families and entrepreneurs: * Investment advice and financial representation * Asset consolidation and allocation control * Legal and tax engineering, litigation and international * Family governance and philanthropy * Arts and collections consultancy * Administrative support and private secretarial services | MF | |||||||
| Pulse Neo Family Office | Maxime | Boudal | Co-Founder | mb@pulse-nfo.com | info@pulse-nfo.com | 42, rue Notre-Dame des Victoires | Paris | 75002 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/maxime-h-boudal/ | All Asset Classes, Private Equity, Financial Markets, Real Estate, Non-Traditional Assets, Socially Responsible Investments (Impact/SRI/ESG) Data | 2.020 | https://www.linkedin.com/company/pulse-nfo/ | https://pulse-nfo.com/ | Pulse is a family office offering independent, global and alternative support for families and entrepreneurs: * Investment advice and financial representation * Asset consolidation and allocation control * Legal and tax engineering, litigation and international * Family governance and philanthropy * Arts and collections consultancy * Administrative support and private secretarial services | MF | |||||||
| 890 | 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 | ||||||
| 891 | Q Family Office | Nelson | Holm | Chief Operating Officer | (817) 332-9500 | nholm@qinvestments.com | 301 Commerce Street, Suite 3200 | Fort Worth | TX | 76102 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/nelson-holm-b0487233/ | Hedge Fund, Private Equity, Real Estate, Charitable Foundation, Alternative Investments | 1.994 | $3.375B | nholm@qfamilyoffice.com | https://www.qinvestments.com/ | https://www.qfamilyoffice.com/ | Established in 1994, the Q Family Office is an organization that combines a nearly 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and an almost $275 million charitable foundation. In the past, funds managed by the family office have owned an aviation leasing company, a grocery store chain, an auto parts company, and multiple other businesses. Employees of the Q Family Office can expect an environment of flat hierarchy and open collaboration with the best minds in the business. We are a meritocracy, and your hard work will be rewarded with greater responsibilities as you earn them. Be ready for the challenge. One of the great attributes within the Q Family Office is our ability to recognize the strengths of our individuals, and to then subsequently provide them with the right challenge that simultaneously meets the needs of the organization as a whole. | SF | |||
| Q Family Office | Reggie | Stinson | Director Executive Search- Private Equity & Public Markets | (817) 332-9500 | rstinson@qinvestments.com | 301 Commerce Street, Suite 3200 | Fort Worth | TX | 76102 | United States of America | North America | Texas Tech University | https://www.linkedin.com/in/reggie-stinson-a12932/ | Hedge Fund, Private Equity, Real Estate, Charitable Foundation, Alternative Investments | 1.994 | $3.375B | https://www.qinvestments.com/ | https://www.qfamilyoffice.com/ | Established in 1994, the Q Family Office is an organization that combines a nearly 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and an almost $275 million charitable foundation. In the past, funds managed by the family office have owned an aviation leasing company, a grocery store chain, an auto parts company, and multiple other businesses. Employees of the Q Family Office can expect an environment of flat hierarchy and open collaboration with the best minds in the business. We are a meritocracy, and your hard work will be rewarded with greater responsibilities as you earn them. Be ready for the challenge. One of the great attributes within the Q Family Office is our ability to recognize the strengths of our individuals, and to then subsequently provide them with the right challenge that simultaneously meets the needs of the organization as a whole. | SF | |||||
| Q Family Office | John-Paul | Pigèon | Portfolio Manager | (817) 332-9500 | johnpaul.pigeon@gmail.com | 301 Commerce Street, Suite 3200 | Fort Worth | TX | 76102 | United States of America | North America | Yale University | https://www.linkedin.com/in/johnpaulpigeon/ | Hedge Fund, Private Equity, Real Estate, Charitable Foundation, Alternative Investments | 1.994 | $3.375B | https://www.qinvestments.com/ | https://www.qfamilyoffice.com/ | Established in 1994, the Q Family Office is an organization that combines a nearly 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and an almost $275 million charitable foundation. In the past, funds managed by the family office have owned an aviation leasing company, a grocery store chain, an auto parts company, and multiple other businesses. Employees of the Q Family Office can expect an environment of flat hierarchy and open collaboration with the best minds in the business. We are a meritocracy, and your hard work will be rewarded with greater responsibilities as you earn them. Be ready for the challenge. One of the great attributes within the Q Family Office is our ability to recognize the strengths of our individuals, and to then subsequently provide them with the right challenge that simultaneously meets the needs of the organization as a whole. | SF | |||||
| 892 | Quadreen Capital LLP | Fiaz | Khan | Managing Partner | 44 207 097-8645 | khan.fiaz@gmail.com | Berkeley Square House, Berkeley Square | London | W1J 6BD | United Kingdom | Europe | The University of Manchester | https://www.linkedin.com/in/fiaz-khan-1970401/ | Property, Private Equity and Liquid Investments in Financial Markets | 2.014 | https://www.linkedin.com/company/quadreen-capital-llp/ | https://quadreencapital.com/ | Quadreen Capital, a single Family Office based in Mayfair London. Our investments are a mixture of property, private equity and liquid investments in financial markets. | SF | ||||||
| 893 | 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 | 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 | Nikhil | Arora | Relationship Manager | Direct: 65 6950 9892 | 65 6950 9880 | nikhil.arora@O3wealth.com | 6 Temasek Boulevard, Suntec Tower 4, Unit #23-02 | Singapore | 038986 | Singapore | Asia | Calcutta University | https://www.linkedin.com/in/nikhil-arora-1313551/ | 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 | Subramanian | Ramanan | Head of Compliance & Audit | Direct: 65 9016 0771 | 65 6950 9880 | ramanan.subramanian@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 | Indian Institute of Management Ahmedabad | 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 | ||||||
| 894 | Quaternion Capital Management | Riccardo | Capelvenere | Director | 852 2297 2416 | rc@currenxie.com | Level 8, Two Exchange Square, 8 Connaught Place | Central | Hong Kong | Asia | City, University of London | https://www.linkedin.com/in/riccardocapelvenere/ | Private Equity, Real Estate, Hedge Funds | 2.011 | rcapelvenere@gmail.com | https://currenxie.com/ | http://quaternioncapital.com/ | Quaternion Capital is a multi-family office based in Hong Kong focusing on quantitatively driven investment strategies. | MF | ||||||
| 895 | Queens Gate Investments, LLC | Simon | Shaner | Managing Member | (801) 661-6465 | simon.shaner@gmail.com | 1633 W. Innovation Way, 5th Floor | Lehi | UT | 84043 | United States of America | North America | University of Utah | https://www.linkedin.com/in/simon-s-7ab511/ | Commercial Real Estate, Franchise Restaurants, Cash-flowing Businesses of all Types, Private Equity, Hedge Funds, Direct Investments, Real Estate, Venture Capital, Clean Energy | 2.017 | https://energi.us/ | Queens Gate Investments is a single family office that invests in commercial real estate, franchise restaurants and cash-flowing businesses of all types. | SF | ||||||
| 896 | Quintanilla Management Company | Laura | Hays | VP of Legal & Real Estate | (210) 892-2202 | (844) 270-1612 | laura@qmctx.com | info@qmctx.com | 559 East Huisache Avenue | San Antonio | TX | 78212 | United States of America | North America | The University of Texas at San Antonio | https://www.linkedin.com/in/laura-hays-75684832/ | Aviation, Oil & Gas, Minerals, Real Estate, Ranching and various Operating Companies | https://www.qmctx.com/ | Quintanilla Management Company is a single family office with interests in minerals, real estate, ranching and various operating companies. | SF | |||||
| 897 | RAAY Global Investments Private Limited - Patni Family Office | Amit | Patni | Chairman | 91 22 67 4238 0812 | 91 22 6742 3815 | amit@raayinvestments.com | info@raayinvestments.com | The Capital, A-Unit No. 1106, BKC, Bandra East | Mumbai | 400051 | India | Asia | https://www.linkedin.com/in/patniamit/ | Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals | 2.002 | amitpatni1966@gmail.com, info@nirvanaventures.in | https://raayinvestments.com/ | RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. | SF | |||||
| RAAY Global Investments Private Limited - Patni Family Office | Benaifer | Malandkar | Chief Investment Offcier | 91 98 2075 2779 | 91 22 6742 3815 | benaifer@raayinvestments.com | info@raayinvestments.com | The Capital, A-Unit No. 1106, BKC, Bandra East | Mumbai | 400051 | India | Asia | https://www.linkedin.com/in/benaifer-malandkar-679287a/ | Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals | 2.002 | https://raayinvestments.com/ | RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. | SF | |||||||
| RAAY Global Investments Private Limited - Patni Family Office | Sushant | Kumar | Fund-Manager Equity | 91 22 67 4238 0812 | 91 22 6742 3815 | sushant@raayinvestments.com | info@raayinvestments.com | The Capital, A-Unit No. 1106, BKC, Bandra East | Mumbai | 400051 | India | Asia | https://www.linkedin.com/in/sushant-kumar-9119548/ | Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals | 2.002 | https://raayinvestments.com/ | RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. | SF | |||||||
| RAAY Global Investments Private Limited - Patni Family Office | Dharmendra | Desai | Vice President Finance & Accounts | 91 22 67 4238 0812 | 91 22 6742 3815 | dharmendra@raayinvestments.com | info@raayinvestments.com | The Capital, A-Unit No. 1106, BKC, Bandra East | Mumbai | 400051 | India | Asia | https://www.linkedin.com/in/dharmendra-desai-729b288a/ | Mutual Funds, Equities, Bonds, Alternate Investment Funds, Hedge Funds, Private Equity, Real Estate, Commodities/Currencies, Business Stakes, Funding Proposals | 2.002 | https://raayinvestments.com/ | RAAY is the Single Family Office of the Amit Patni Group and offers a holistic approach towards asset management and capital preservation for the family. | SF | |||||||
| 898 | Raffles Family Office | Chi Man | Kwan | CEO & Founder | 852 3108 8700 | chiman02@gmail.com | Unit 2306-2313, 23/F, The Center, 99 Queen's Road Central | Central | Hong Kong | Asia | Lancaster University | https://www.linkedin.com/in/chimankwan/ | Real Estate | 2.016 | chiman02@gmail.com | https://www.linkedin.com/company/raffles-family-office/ | https://www.rafflesgroup.co/ | Raffles Family Office (RFO) is a multi-family office providing bespoke asset protection and wealth management solutions to High Net Worth Individuals and families across generations. | MF | ||||||
| Raffles Family Office | Kendrick | Lee | Managing Partner | 852 3108 8700 | kendricklee@rafflesgroup.co | Unit 2306-2313, 23/F, The Center, 99 Queen's Road Central | Central | Hong Kong | Asia | The University of Manchester | https://www.linkedin.com/in/kendricklyh/ | Real Estate | 2.016 | https://www.linkedin.com/company/raffles-family-office/ | https://www.rafflesgroup.co/ | Raffles Family Office (RFO) is a multi-family office providing bespoke asset protection and wealth management solutions to High Net Worth Individuals and families across generations. | MF | ||||||||
| Raffles Family Office | Ray | Tam | Managing Director & Partner | 852 3108 8700 | raytam@rafflesgroup.co | Unit 2306-2313, 23/F, The Center, 99 Queen's Road Central | Central | Hong Kong | Asia | University of Oxford | https://www.linkedin.com/in/raytamcw/ | Real Estate | 2.016 | hongkong@rafflesgroup.co | https://www.linkedin.com/company/raffles-family-office/ | https://www.rafflesgroup.co/ | Raffles Family Office (RFO) is a multi-family office providing bespoke asset protection and wealth management solutions to High Net Worth Individuals and families across generations. | MF | |||||||
| Raffles Family Office | Jaydee | Lin | COO & Managing Partner | 852 3108 8700 | jaydeelin@rafflesgroup.co | Unit 2306-2313, 23/F, The Center, 99 Queen's Road Central | Central | Hong Kong | Asia | University of Düsseldorf | https://www.linkedin.com/in/jaydeelin/ | Real Estate | 2.016 | https://www.linkedin.com/company/raffles-family-office/ | https://www.rafflesgroup.co/ | Raffles Family Office (RFO) is a multi-family office providing bespoke asset protection and wealth management solutions to High Net Worth Individuals and families across generations. | MF | ||||||||
| 899 | Ramex, Inc. | Simon | Wachsberg | Managing Director | (713) 977-5212 | simon@ramexinc.com | 5151 San Felipe, Suite 2325 | Houston | TX | 77056 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/simon-wachsberg-5564a4a4/ | Aerospace & Defense, Chemicals, Electronics, Energy, Food & Beverage, Manufacturing, Media, Real Estate, Retail, Services, Telecom Infrastructure, Transportation, Dry Utilities | 1.987 | $100M | https://www.ramexinc.com/ | Ramex is a family office founded in Houston, Texas, in 1987. Our valued investors include high net worth individuals and institutions who offer strategic relationships, insights and experience. We expect to invest up to $10 million per transaction and can partner with others for larger transactions. | SF | |||||
| Ramex, Inc. | Curtis | Low | Controller & Tax Manager | (713) 977-5212 | curtis@ramexinc.com | 5151 San Felipe, Suite 2325 | Houston | TX | 77056 | United States of America | North America | University of Maryland | https://www.linkedin.com/in/curtis-low-3792911a/ | Aerospace & Defense, Chemicals, Electronics, Energy, Food & Beverage, Manufacturing, Media, Real Estate, Retail, Services, Telecom Infrastructure, Transportation, Dry Utilities | 1.987 | $100M | https://www.ramexinc.com/ | Ramex is a family office founded in Houston, Texas, in 1987. Our valued investors include high net worth individuals and institutions who offer strategic relationships, insights and experience. We expect to invest up to $10 million per transaction and can partner with others for larger transactions. | SF | ||||||
| 900 | Ramsey Financial Group | Leo | Womack | Chief Executive Officer | Mobile: (713) 907-0488 | lwomack@gulfequities.com | 710 N Post Oak Rd. | Houston | TX | 77024 | United States of America | North America | Texas A&M University-Kingsville | https://www.linkedin.com/in/leo-womack-a323b88/ | Space Start-Up Sector, Real Estate and Life Sciences | 1.992 | $400M | leo@artellainc.com | https://www.artellainc.com/ | https://ramseyfg.com/ | Ramsey Financial Group (RFG) a Houston, Texas based single-family office, which manages the Leo B Womack Family Trust.. RFG seeks to preserve wealth and where applicable, deploy capital into the most viable, long-term, wealth-building opportunities that have good risk-to-reward metrics. | SF | |||
| Ramsey Financial Group | Sepand | Moshiri | Managing Director | (713) 854-8472 | sep@ramseyfg.com | 710 N Post Oak Rd. | Houston | TX | 77024 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/sepmoshiri/ | Space Start-Up Sector, Real Estate and Life Sciences | 1.992 | $400M | https://www.artellainc.com/ | https://ramseyfg.com/ | Ramsey Financial Group (RFG) a Houston, Texas based single-family office, which manages the Leo B Womack Family Trust.. RFG seeks to preserve wealth and where applicable, deploy capital into the most viable, long-term, wealth-building opportunities that have good risk-to-reward metrics. | SF | |||||
| 901 | Raveh Ravid Family Office Ltd. | Itzhak | Ravid | Partner & Co-Founder | 972 3 766 2707 | 972 3 767 6990 | Itzik@Raveh-Ravid.co.il | raveh@raveh-ravid.co.il | 32A Habarzel St. | Tel Aviv | 69710 | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/itzhak-ravid-33a95196/ | Hedge, Private Equity and Real Estate Funds | 1.986 | https://www.linkedin.com/company/raveh-ravid-&-co.-cpa/ | https://www.rrfamily.co.il/ | Raveh Ravid Family Office Ltd. was established in 1998. We assist high net worth individuals and families in managing and monitoring their family assets. We offer tailor-made services and carefully designed solutions for individuals and families with over $20 million in assets. | MF | ||||
| Raveh Ravid Family Office Ltd. | Vered | Ben-David | Partner & CEO | 972 3 766 2707 | 972 3 767 6990 | Vered@Raveh-Ravid.co.il | raveh@raveh-ravid.co.il | 32A Habarzel St. | Tel Aviv | 69710 | Israel | Asia | Hedge, Private Equity and Real Estate Funds | 1.986 | https://www.linkedin.com/company/raveh-ravid-&-co.-cpa/ | https://www.rrfamily.co.il/ | Raveh Ravid Family Office Ltd. was established in 1998. We assist high net worth individuals and families in managing and monitoring their family assets. We offer tailor-made services and carefully designed solutions for individuals and families with over $20 million in assets. | MF | |||||||
| Raveh Ravid Family Office Ltd. | Abir | Raveh | Partner & Co-Founder | 972 3 766 2707 | 972 3 767 6990 | Abir@Raveh-Ravid.co.il | raveh@raveh-ravid.co.il | 32A Habarzel St. | Tel Aviv | 69710 | Israel | Asia | https://www.linkedin.com/in/abir-raveh-0b750715/ | Hedge, Private Equity and Real Estate Funds | 1.986 | https://www.linkedin.com/company/raveh-ravid-&-co.-cpa/ | https://www.rrfamily.co.il/ | Raveh Ravid Family Office Ltd. was established in 1998. We assist high net worth individuals and families in managing and monitoring their family assets. We offer tailor-made services and carefully designed solutions for individuals and families with over $20 million in assets. | MF | ||||||
| Raveh Ravid Family Office Ltd. | Hagit | Ginzburg | Portfolio Manager | 972 3 766 2707 | 972 3 767 6990 | Hagit@Raveh-Ravid.co.il | raveh@raveh-ravid.co.il | 32A Habarzel St. | Tel Aviv | 69710 | Israel | Asia | Hedge, Private Equity and Real Estate Funds | 1.986 | https://www.linkedin.com/company/raveh-ravid-&-co.-cpa/ | https://www.rrfamily.co.il/ | Raveh Ravid Family Office Ltd. was established in 1998. We assist high net worth individuals and families in managing and monitoring their family assets. We offer tailor-made services and carefully designed solutions for individuals and families with over $20 million in assets. | MF | |||||||
| Raveh Ravid Family Office Ltd. | Tomer | Zipori | Chief Operating Officer | 972 3 766 2707 | 972 3 767 6990 | TomerZ@Raveh-Ravid.co.il | raveh@raveh-ravid.co.il | 32A Habarzel St. | Tel Aviv | 69710 | Israel | Asia | Tel Aviv University | https://www.linkedin.com/in/tomer-zipori-033a2a117/ | Hedge, Private Equity and Real Estate Funds | 1.986 | https://www.linkedin.com/company/raveh-ravid-&-co.-cpa/ | https://www.rrfamily.co.il/ | Raveh Ravid Family Office Ltd. was established in 1998. We assist high net worth individuals and families in managing and monitoring their family assets. We offer tailor-made services and carefully designed solutions for individuals and families with over $20 million in assets. | MF | |||||
| 902 | Ravinia Capital Group | James | Solomon | Managing Partner | (312) 620-0417 | (312) 741-8135 | jsolomon@raviniagroup.com | info@raviniagroup.com | 2700 Patriot Boulevard, Suite 250 | Glenview | IL | 60026 | United States of America | North America | Georgetown University | https://www.linkedin.com/in/james-solomon-3624591/ | Real Estate, Core-Plus and Value Add Investment, Direct Investment and Joint Venture Ownership, Property Re-Capitalization with Existing Real Estate Owners, Rescue Finance Transactions with Distressed Owners | 2.014 | $5B | https://www.linkedin.com/company/ravinia-capital-group/ | https://www.raviniagroup.com/ | Ravinia Capital Group is a private capital real estate investment firm that combines the discipline and durability of a family office with the experience and sophistication of an institutional investor to pursue profitable real estate investment opportunities. Mr. Solomon founded Ravinia within a single family office in late 2013 to acquire value-add and core-plus office, industrial, multifamily and retail real estate focused in four US submarkets; Chicago, Southeastern US, Texas, and Phoenix/Scottsdale. | SF | ||
| Ravinia Capital Group | Antonio | Bismonte | Managing Director | (312) 741-8130 | (312) 741-8135 | abismonte@raviniagroup.com | info@raviniagroup.com | 2700 Patriot Boulevard, Suite 250 | Glenview | IL | 60026 | United States of America | North America | Michigan State University | https://www.linkedin.com/in/antoniobismonte/ | Real Estate, Core-Plus and Value Add Investment, Direct Investment and Joint Venture Ownership, Property Re-Capitalization with Existing Real Estate Owners, Rescue Finance Transactions with Distressed Owners | 2.014 | $5B | https://www.linkedin.com/company/ravinia-capital-group/ | https://www.raviniagroup.com/ | Ravinia Capital Group is a private capital real estate investment firm that combines the discipline and durability of a family office with the experience and sophistication of an institutional investor to pursue profitable real estate investment opportunities. Mr. Solomon founded Ravinia within a single family office in late 2013 to acquire value-add and core-plus office, industrial, multifamily and retail real estate focused in four US submarkets; Chicago, Southeastern US, Texas, and Phoenix/Scottsdale. | SF | |||
| 903 | RBM Venture Company | Rawleigh | Martin | Chief Operating Officer | (901) 937-2124 | (901) 821-4250 | rawl@rbmvco.com | 55 East Main Street, Suite 102 | Chattanooga | TN | 37408 | United States of America | North America | Private Equity, Real Estate, Venture Capital, Hedge Funds | 1.995 | $70M | http://www.briarcrest.com/page/about/board-of-trustees | https://rbmventure.com/ | RBM is a single family office for a Memphis, TN high net worth family. | SF | |||||
| RBM Venture Company | Scott | Imorde | President | (901) 937-2115 | (901) 821-4250 | scott@rbmvco.com | 55 East Main Street, Suite 102 | Chattanooga | TN | 37408 | United States of America | North America | https://www.linkedin.com/in/scott-imorde-b569186/ | Private Equity, Real Estate, Venture Capital, Hedge Funds | 1.995 | $70M | https://rbmventure.com/ | RBM is a single family office for a Memphis, TN high net worth family. | SF | ||||||
| 904 | RDV Corporation | Will | Bowser | Associate Director | (616) 454-4114 | (616) 643-4850 | wwbowser@gmail.com | foundations@rdvcorp.com | 200 Monroe Ave. NW | Grand Rapids | MI | 49503 | United States of America | North America | University of Notre Dame | https://www.linkedin.com/in/willbowser/ | Venture Capital, Private Equity, Real Estate | 1.991 | https://www.linkedin.com/company/ottawa-avenue-private-capital/ | https://www.linkedin.com/company/rdv-corporation/ | RDV Corporation is a single family office located in Grand Rapids, MI, serving the DeVos families by providing investment management, foundation administration, valued services and thoughtful counsel. | SF | |||
| RDV Corporation | Jonathan | Loux | Director of Risk and Asset Management | Office: (616) 643-4766, Mobile: (616) 291-9056 | (616) 643-4850 | jonl@rdvcorp.com | foundations@rdvcorp.com | 200 Monroe Ave. NW | Grand Rapids | MI | 49503 | United States of America | North America | Eastern University | https://www.linkedin.com/in/jonathan-loux-2041a28/ | Venture Capital, Private Equity, Real Estate | 1.991 | https://www.linkedin.com/in/nathan-bauman-3372aa10/ | https://www.linkedin.com/company/ottawa-avenue-private-capital/ | https://www.linkedin.com/company/rdv-corporation/ | RDV Corporation is a single family office located in Grand Rapids, MI, serving the DeVos families by providing investment management, foundation administration, valued services and thoughtful counsel. | SF | |||
| 905 | Realia Capital Group | Sergey | Pechinin | Business Development Director | 44 780 853-6975, 44 203 137-9620 | 44 203 137-5230 | pechinin@realiafamilyoffice.com | office@realiacapital.com | 55 Princes Gate, 2nd Floor | London | SW7 2PN | United Kingdom | Europe | Udmurt State University | https://www.linkedin.com/in/sergey-pechinin-aa62b846/ | Commercial and Residential Real Estate | 2.005 | £900M | http://realiacapital.com/ | Realia Capital is a multi-family office specialized in direct investments including real estate and corporate investments (VC,PE). We provide investment advisory and investment management services to corporate and high net worth individual clients. We structure and execute a wide range of investment strategies across various asset classes and industries. We provide our clients with a possibly to participate in the most attractive investment projects from property developments to investments into high-growth companies across various sectors. | MF | ||||
| 906 | Redbadge Pacific, Inc. | Gapsu | Kim | Chief Executive Officer & Chairman of the Board of Directors | gkim@redbadgepacific.com | info@redbadgepacific.com | 840 First Avenue, Suite 200 | King of Prussia | PA | 19406 | United States of America | North America | Venture Capital, Private Equity, ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand | 2.015 | https://www.linkedin.com/company/redbadgepacific/ | https://redbadgepacific.com/ | Redbadge Pacific is the Asia-Pacific arm of Redbadge, the U.S.-based family office of Robert L. Burch. The platform operates as a global alternative asset manager with access to both institutional and regional family office capital. We provide global gateway access across a range of diversified investments including venture capital, private equity and real estate. With offices located in Korea, Singapore and the U.S., we take an entrepreneur-friendly approach and seek to create long-term value for companies we invest in and the regions we work in. We do this by providing value-adds through capital investment, strategic advisory and asset management services across various sectors. Redbadge Pacific invests globally in growing businesses and ambitious entrepreneurs, with a particular focus on Korea and Southeast Asia. We are stage and sector agnostic, providing flexible capital and trusted partnership to our companies. We look for companies with unique but sustainable business models and strong defensive growth underlined by solid fundamentals. Since its launch, Redbadge Pacific has invested in transformative companies across ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand. | MF | |||||||
| Redbadge Pacific, Inc. | Jonathan | Kim | Founder & Managing Partner | jkim@redbadgepacific.com | info@redbadgepacific.com | 885 Third Avenue, 20th Floor | New York | NY | 10022 | United States of America | North America | New York University | https://www.linkedin.com/in/jonathan-c-kim-b2b982176/ | Venture Capital, Private Equity, ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand | 2.015 | https://www.linkedin.com/company/redbadgepacific/ | https://redbadgepacific.com/ | Redbadge Pacific is the Asia-Pacific arm of Redbadge, the U.S.-based family office of Robert L. Burch. The platform operates as a global alternative asset manager with access to both institutional and regional family office capital. We provide global gateway access across a range of diversified investments including venture capital, private equity and real estate. With offices located in Korea, Singapore and the U.S., we take an entrepreneur-friendly approach and seek to create long-term value for companies we invest in and the regions we work in. We do this by providing value-adds through capital investment, strategic advisory and asset management services across various sectors. Redbadge Pacific invests globally in growing businesses and ambitious entrepreneurs, with a particular focus on Korea and Southeast Asia. We are stage and sector agnostic, providing flexible capital and trusted partnership to our companies. We look for companies with unique but sustainable business models and strong defensive growth underlined by solid fundamentals. Since its launch, Redbadge Pacific has invested in transformative companies across ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand. | MF | ||||||
| Redbadge Pacific, Inc. | Arvin | Leow | Director | aleow@redbadgepacific.com | info@redbadgepacific.com | Palais Renaissance, 390 Orchard Road, #15-01 | Singapore | 238871 | Singapore | Asia | National University of Singapore | https://www.linkedin.com/in/arvinleow/ | Venture Capital, Private Equity, ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand | 2.015 | https://www.linkedin.com/company/redbadgepacific/ | https://redbadgepacific.com/ | Redbadge Pacific is the Asia-Pacific arm of Redbadge, the U.S.-based family office of Robert L. Burch. The platform operates as a global alternative asset manager with access to both institutional and regional family office capital. We provide global gateway access across a range of diversified investments including venture capital, private equity and real estate. With offices located in Korea, Singapore and the U.S., we take an entrepreneur-friendly approach and seek to create long-term value for companies we invest in and the regions we work in. We do this by providing value-adds through capital investment, strategic advisory and asset management services across various sectors. Redbadge Pacific invests globally in growing businesses and ambitious entrepreneurs, with a particular focus on Korea and Southeast Asia. We are stage and sector agnostic, providing flexible capital and trusted partnership to our companies. We look for companies with unique but sustainable business models and strong defensive growth underlined by solid fundamentals. Since its launch, Redbadge Pacific has invested in transformative companies across ICT, Bio & Healthcare, Education, Real Estate and Media sectors in countries including U.S., Korea, China, Taiwan, Singapore, Indonesia, Vietnam and Thailand. | MF | |||||||
| 907 | Reig Patrimonia S.A. | Xavier | Navas | Managing Director | 376 874 050 | 34 933 636 330 | info@reigcapital.com | Plaça Rebés 9 | Andorra la Vella | AD500 | Andorra | Europe | Universitat Pompeu Fabra | https://www.linkedin.com/in/xavier-navas-5815421/ | Private Equity and Venture Capital Funds. | €2.6B | https://www.linkedin.com/in/marc-moré-bury-97167a40/ https://www.linkedin.com/in/carlos-reig-6242953 http://www.reigpatrimonia.ad/ | http://reigcapital.com/ | Reig Heritage is a single-family office to the Principality of Andorra Reig family present in four sectors, the tobacco, financial, real estate and hotel group owns shares of Bank Agrícol Andorra Reig, among other companies. | SF | |||||
| 908 | Renalco SA | Paul | Perrin | Director | 41 223 211 700 | 41 227 811 159 | paul.perrin@renalco.ch | info@renalco.ch | Rue du Général-Dufour 15 | Geneva | CH-1204 | Switzerland | Europe | https://www.linkedin.com/in/paul-perrin-5958a098/ | Real Estate, Private Equity, Hedge Funds, Stocks, Bonds | 1.978 | https://www.linkedin.com/company/renalco-sa/ | https://renalco.ch/ | RENALCO is a Geneva-based independent asset management company offering multi family office services. | MF | |||||
| Renalco SA | Olivier | Reymond | Executive Vice President | 41 223 211 700 | 41 227 811 159 | olivier.reymond@renalco.ch | info@renalco.ch | Rue du Général-Dufour 15 | Geneva | CH-1204 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/olivier-reymond-28600539/ | Real Estate, Private Equity, Hedge Funds, Stocks, Bonds | 1.978 | https://www.linkedin.com/company/renalco-sa/ | https://renalco.ch/ | RENALCO is a Geneva-based independent asset management company offering multi family office services. | MF | |||||
| Renalco SA | Micheline | Hayoz | Director | 41 223 211 700 | 41 227 811 159 | micheline.hayoz@renalco.ch | info@renalco.ch | Rue du Général-Dufour 15 | Geneva | CH-1204 | Switzerland | Europe | Real Estate, Private Equity, Hedge Funds, Stocks, Bonds | 1.978 | https://www.linkedin.com/company/renalco-sa/ | https://renalco.ch/ | RENALCO is a Geneva-based independent asset management company offering multi family office services. | MF | |||||||
| Renalco SA | Merita | Ramusi | Director | 41 223 211 700 | 41 227 811 159 | merita.ramusi@renalco.ch | info@renalco.ch | Rue du Général-Dufour 15 | Geneva | CH-1204 | Switzerland | Europe | https://www.linkedin.com/in/merita-ramusi-4051391a0/ | Real Estate, Private Equity, Hedge Funds, Stocks, Bonds | 1.978 | https://www.linkedin.com/company/renalco-sa/ | https://renalco.ch/ | RENALCO is a Geneva-based independent asset management company offering multi family office services. | MF | ||||||
| 909 | Renascence Capital | Zachary | Linaker | Senior Partner | 86 21 61 010 057 | zachary.linaker@renascence-capital.com | info@renascence-capital.com | 23/F, Citigroup Tower, 33 Huayuanshiqiao Road, Pudong New District | Shanghai | 200120 | People's Republic of China | Asia | University of Leeds | https://www.linkedin.com/in/zacklinaker/ | Education, Protection, Real estate, Hedge Funds & Private Placement, Lifestyle Management, Alternatives | 2.018 | $100M | https://www.renascence-pensions.com/ | https://www.renascence-capital.com/ | Renascence Capital operates as an international multi-family office catering to the very specific investment management and advisory needs of private clients. Constituting a team of truly independent advisers, technical analysts and institutional partners, we offer a bespoke advisory service backed by a discreet, experienced and professional approach. The company was founded on the understanding of a demand for more cost-effective, superior service and solutions when it comes to managing the investment and lifestyle needs of international individuals and families. Working with clients across the globe, our unique advisory approach is designed to deliver longer-lasting relationships with unparalleled results. | MF | ||||
| Renascence Capital | Jordan | Buckley | Founder & Managing Partner | 86 21 61 010 057 | jordan.buckley@renascence-capital.com | info@renascence-capital.com | 23/F, Citigroup Tower, 33 Huayuanshiqiao Road, Pudong New District | Shanghai | 200120 | People's Republic of China | Asia | Bournemouth University | https://www.linkedin.com/in/jordan-buckley-03a24867/ | Education, Protection, Real estate, Hedge Funds & Private Placement, Lifestyle Management, Alternatives | 2.018 | $100M | https://www.linkedin.com/company/renascence-capital/ | https://www.renascence-capital.com/ | Renascence Capital operates as an international multi-family office catering to the very specific investment management and advisory needs of private clients. Constituting a team of truly independent advisers, technical analysts and institutional partners, we offer a bespoke advisory service backed by a discreet, experienced and professional approach. The company was founded on the understanding of a demand for more cost-effective, superior service and solutions when it comes to managing the investment and lifestyle needs of international individuals and families. Working with clients across the globe, our unique advisory approach is designed to deliver longer-lasting relationships with unparalleled results. | MF | |||||
| 910 | RGAdvisors Ltd | Peter | Montegriffo | Director | 350 200 79000 | peter.montegriffo@hassans.gi | John Mackintosh Square | City Centre | GX11 1AA | Gibraltar | Europe | https://www.linkedin.com/in/peter-montegriffo-kc-73aa8a49/ | Technology, Real Estate, Private Equity, Bespoke Real Estate Ventures | 2.004 | $1B | https://www.gibraltarlaw.com/peter-montegriffo-qc/ | https://rgadvisorsltd.com/ | RG Advisors is a private family office founded by Ruth Parasol in 2004, to provide exclusive investment and management services to her family and associated businesses and trusts, including Parasol International, Parasol Investments and The Parasol Foundation Trust. | SF | ||||||
| RGAdvisors Ltd | Graham | Olivero | Director of Finance & Operations | 350 2000 2900 | Graham@rgcloud.com | John Mackintosh Square | City Centre | GX11 1AA | Gibraltar | Europe | University of Hull | https://www.linkedin.com/in/graham-olivero-505682192/ | Technology, Real Estate, Private Equity, Bespoke Real Estate Ventures | 2.004 | $1B | https://www.linkedin.com/company/rgadvisors/ | https://rgadvisorsltd.com/ | RG Advisors is a private family office founded by Ruth Parasol in 2004, to provide exclusive investment and management services to her family and associated businesses and trusts, including Parasol International, Parasol Investments and The Parasol Foundation Trust. | SF | ||||||
| RGAdvisors Ltd | Yonatan | Linenberg | Investments Leader | (646) 661-2425 | yonatan@rivendellglobal.com | 154 Grand Street, 4th Floor | New York | NY | 10013 | United States of America | North America | Tel Aviv University | https://www.linkedin.com/in/yonatanlinenberg/ | Technology, Real Estate, Private Equity, Bespoke Real Estate Ventures | 2.004 | $1B | https://rivendellglobal.com/ | https://rgadvisorsltd.com/ | RG Advisors is a private family office founded by Ruth Parasol in 2004, to provide exclusive investment and management services to her family and associated businesses and trusts, including Parasol International, Parasol Investments and The Parasol Foundation Trust. | SF | |||||
| 911 | Richard Austin Companies, Inc. | Richard | Marotto | Founder & President | (516) 413-6132 | richard.marotto@eassets.com | info@richardaustin.com | 38 Downhill Lane | Wantagh | NY | 11793 | United States of America | North America | St. John's University | https://www.linkedin.com/in/richard-p-marotto-a9105917/ | Alternative Investments, Hedge Funds, Real Estate | 2.002 | https://www.facebook.com/richardaustincompanies/ | http://www.richardaustin.com/ | RAC operates as a multi-family office. RAC offers comprehensive wealth management, investment advisory and oversight, fiduciary and administrative services to individuals and families. RAC has the capability to act as your family’s coordinator or ‘financial general contractor’ to integrate your entire investment and financial plan between the family members, our office and outside professionals and advisors. | MF | ||||
| 912 | RICHMOND Family Office | Mauricio | Aviles | Founder | mauricio.aviles@richmondfamilyoffice.com | http://richmondfamilyoffice.com/contacto | Av. Paseo de la Reforma 342, Piso 18 | Col. Juárez | CDMX | 06600 | Mexico | North America | Universidad Iberoamericana, Ciudad de México | https://www.linkedin.com/in/mauricio-avilés-alcocer-8b79a214/ | 2.013 | https://www.linkedin.com/company/richmond-family-office/ | http://richmondfamilyoffice.com/ | RICHMOND FAMILY OFFICE is a firm created with the purpose of facilitating the administration and protection of the patrimony of families that for years, even generations, have built and consolidated, and it takes them a lot of time to manage it, mainly due to the multiple relationships established with different institutions and professionals, resulting in a complex network. RICHMOND advises, manages, coordinates and acts as the single point of contact with the different financial, administrative, accounting, fiduciary, fiscal, legal and real estate institutions and professionals. RICHMOND is independent of the institutions with which it interacts, which allows it to provide professional and objective advice and recommendations based on a precise and in-depth understanding of the families it serves, on experience and accumulated knowledge in asset management, planning and protection. , as well as access to information, analysis and recommendations at a global level. | MF | ||||||
| 913 | Richter Family Office Inc. | Danny | Ritter | Partner | (514) 934-3546 | (514) 934-3408 | dritter@richter.ca | 1981 McGill College, Suite 1100 | Montreal | QC | H3A 0G6 | Canada | North America | https://www.linkedin.com/in/danny-ritter-47a38020/ | Real Estate, Manufacturing and Distribution, Construction, Automobile, Health, Public Company Sector | 1.926 | https://www.linkedin.com/company/richter/ | https://www.richter.ca/ | Richter Family Office is now one of the largest, fully independent, multi-family offices in Canada and has earned an outstanding reputation for providing wholly independent, holistic and objective advisory services to some of Canada’s wealthiest families. | MF | |||||
| Richter Family Office Inc. | Fred | Fuchs | Partner | (514) 934-3437 | (514) 934-3408 | ffuchs@richter.ca | 1981 McGill College, Suite 1100 | Montreal | QC | H3A 0G6 | Canada | North America | McGill University | https://www.linkedin.com/in/fred-fuchs-68b19312/ | Real Estate, Manufacturing and Distribution, Construction, Automobile, Health, Public Company Sector | 1.926 | https://www.linkedin.com/company/richter/ | https://www.richter.ca/ | Richter Family Office is now one of the largest, fully independent, multi-family offices in Canada and has earned an outstanding reputation for providing wholly independent, holistic and objective advisory services to some of Canada’s wealthiest families. | MF | |||||
| 914 | Ridgeline Capital Group, LLC | Ryan | Heiner | VP of Operations | (385) 439-2477 | ryan@ridgeline.com | 500 N Marketplace Drive, Suite 250 | Centerville | UT | 84014 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/ryan-heiner-b2aaab4/ | Real Estate, Private Equity | 2.018 | https://www.linkedin.com/company/ridgeline-capital-group/ | https://www.ridgeline.com/ | Ridgeline Capital Group, a Utah-based single-family office firm that works closely with trusted partners to identify and fund passionate individuals who are committed to building businesses and develop or manage real estate that operates with purpose and profits. We participate primarily in long term real estate and private equity opportunities and can provide capital at any stage of a company’s lifecycle. Our focus is on those projects and companies that create enduring value for the communities where they are located and for the investors who fund them. | SF | |||||
| Ridgeline Capital Group, LLC | Todd | Heiner | Managing Director | (385) 439-2477 | todd@ridgeline.com | 500 N Marketplace Drive, Suite 250 | Centerville | UT | 84014 | United States of America | North America | Utah State University | https://www.linkedin.com/in/todd-heiner-6267241/ | Real Estate, Private Equity | 2.018 | https://www.linkedin.com/company/ridgeline-capital-group/ | https://www.ridgeline.com/ | Ridgeline Capital Group, a Utah-based single-family office firm that works closely with trusted partners to identify and fund passionate individuals who are committed to building businesses and develop or manage real estate that operates with purpose and profits. We participate primarily in long term real estate and private equity opportunities and can provide capital at any stage of a company’s lifecycle. Our focus is on those projects and companies that create enduring value for the communities where they are located and for the investors who fund them. | SF | ||||||
| Ridgeline Capital Group, LLC | Trevor | Heiner | VP of Finance & Reporting | (385) 439-2477 | trevor@ridgeline.com | 500 N Marketplace Drive, Suite 250 | Centerville | UT | 84014 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/trevorheiner/ | Real Estate, Private Equity | 2.018 | https://www.linkedin.com/company/ridgeline-capital-group/ | https://www.ridgeline.com/ | Ridgeline Capital Group, a Utah-based single-family office firm that works closely with trusted partners to identify and fund passionate individuals who are committed to building businesses and develop or manage real estate that operates with purpose and profits. We participate primarily in long term real estate and private equity opportunities and can provide capital at any stage of a company’s lifecycle. Our focus is on those projects and companies that create enduring value for the communities where they are located and for the investors who fund them. | SF | ||||||
| 915 | Riley Resources, Inc. | Daren | Riley | President | (928) 428-7450 | (928) 428-1756 | daren.riley@drgtech.com | support@drgtech.com | 300 East 4th Street | Safford | AZ | 85546-2025 | United States of America | North America | USC Marshall School of Business | https://www.linkedin.com/in/daren-riley-3580744/ | Printing Company, Public and Private Equities, Alternatives, and Real Estate | 2.007 | $125M | daren.riley@gmail.com | http://www.drgtech.com/drg-leaders.html | Riley Resources is a single-family office where Daren Riley leads investment oversight, including public and private equities, alternatives, and DRG Technologies. | SF | ||
| 916 | RMS Investment Group, LLC | Erik | Garlitz | Chief Investment Officer | (216) 592-1321 | (216) 575-1395 | egarlitz@rmscorporations.com | 50 Public Square, Suite 1600 | Cleveland | OH | 44113 | United States of America | North America | Bowling Green State University | https://www.linkedin.com/in/erikgarlitz/ | Real Estate, Asset/Investment Management, Asset Allocation Strategy & Execution, Investment Portfolio Construction, Hedge Funds, Fundamental & Technical Investment Analysis, Complex Securities Trading, and Private Equity & Venture Capital Investment including Direct & Co-Investments | 2.012 | RMS Investment Group is a Cleveland, Ohio-based high net worth single family office firm. RMS serives as the Family Office for the founding families of Forest City Realty Trust (NYSE: FCE.A), a real estate investment trust headquartered in Cleveland, Ohio. Forest City owns, develops, manages, and acquires real estate across the U.S. RMS provides comprehensive in-house services and expertise with respect to Investments, Accounting, Tax, Legal, and Real Estate. | SF | ||||||
| 917 | Robertson Capital | Drew | Dixson | Principal | (337) 541-1200 | (337) 541-1201 | ddixson@stoneflyinvestments.com | 229 Heymann Boulevard | Lafayette | LA | 70503 | United States of America | North America | Vanderbilt University | https://www.linkedin.com/in/drewdixson/ | Energy, Commercial, Industrial Sector, Healthcare, Real Estate | 2.017 | $100M | https://stoneflyinvestments.com/about-us/drew-dixson-2/ | Robertson Capital is a single family office and holding company comprised of operating companies across the Energy and Industrial sectors. Robertson Capital has made investments across Energy, Industrial Services, Healthcare, and Real Estate. | SF | ||||
| Robertson Capital | Kenny | Maggard | Principal | (337) 541-1200 | (337) 541-1201 | kmaggard@stoneflyinvestments.com | 229 Heymann Boulevard | Lafayette | LA | 70503 | United States of America | North America | Louisiana State University | https://www.linkedin.com/in/kenny-maggard-jr-89131a8/ | Energy, Commercial, Industrial Sector, Healthcare, Real Estate | 2.017 | $100M | https://stoneflyinvestments.com/about-us/kenny-maggard-jr/ | Robertson Capital is a single family office and holding company comprised of operating companies across the Energy and Industrial sectors. Robertson Capital has made investments across Energy, Industrial Services, Healthcare, and Real Estate. | SF | |||||
| 918 | Robinia Family Office Services BV | Mike | Willems | Managing Partner | Direct: 31 653 577 414 | mike@rfos.eu | info@rfos.eu | Welnastraat 404 A | Amsterdam | 1096 GJ | The Netherlands | Europe | Real Estate | 2.022 | https://www.linkedin.com/company/robinia-family-office-services-bv/ | https://www.rfos.eu/ | Robinia is an independent multi-family office based in the Netherlands. We assist high net worth individuals and families in making financial decisions. Personal services provided by financial institutions to their clients are increasingly getting outdated. Resulting in little or no relevant attention for their customers and solely offering them their own standardized financial solutions. | MF | |||||||
| Robinia Family Office Services BV | Alain | Rohé | Managing Partner | Direct: 31 614 248 133 | alain@rfos.eu | info@rfos.eu | Welnastraat 404 A | Amsterdam | 1096 GJ | The Netherlands | Europe | Amsterdam University of Applied Sciences | https://www.linkedin.com/in/alainrohe/ | Real Estate | 2.022 | https://www.linkedin.com/company/robinia-family-office-services-bv/ | https://www.rfos.eu/ | Robinia is an independent multi-family office based in the Netherlands. We assist high net worth individuals and families in making financial decisions. Personal services provided by financial institutions to their clients are increasingly getting outdated. Resulting in little or no relevant attention for their customers and solely offering them their own standardized financial solutions. | MF | ||||||
| Robinia Family Office Services BV | Laurent | Van Assche | Legal & Managing Partner | Direct: 34 692 346 278 | laurent@rfos.eu | info@rfos.eu | Aribau, 166, Entl. C | Barcelona | 08036 | Spain | Europe | Université de Namur | https://www.linkedin.com/in/laurent-van-assche-8016721/ | Real Estate | 2.022 | laurent@watchdogbcn.com | https://www.watchdogbcn.com/ | https://www.rfos.eu/ | Robinia is an independent multi-family office based in the Netherlands. We assist high net worth individuals and families in making financial decisions. Personal services provided by financial institutions to their clients are increasingly getting outdated. Resulting in little or no relevant attention for their customers and solely offering them their own standardized financial solutions. | MF | |||||
| 919 | Rodenhouse Family Office LLC | Mike | Zink | Managing Director | (323) 318-0515, (323) 459-8708 | investments@rf-office.com | 25 Shaw St. | Annapolis | MO | 21401 | United States of America | North America | Bucknell University | https://www.linkedin.com/in/mikezink/ | Technology, Music Streaming, Retail, Real Estate, Application | 2.017 | http://www.thediplomatgroup.com/ | https://www.rf-office.com/ | Rodenhouse Family Office is a single family office for the Rodenhouse Family. | SF | |||||
| 920 | Rooftop Ventures LLC | Leeana | Smith-Ryland | Chief Financial Officer | (808) 674-9157 | lsmith-ryland@hawaiiteleport.com | 91-340 Farrington Highway | Kapolei | HI | 96707 | United States of America | North America | https://www.linkedin.com/in/smithryland/ | Alternative Investments, Hedhe Funds, Technology | 2.006 | http://www.hawaiiteleport.com/ | https://www.linkedin.com/company/rooftop-ventures-llc_2/ | Rooftop Ventures, a Single Family Office focused on primarily direct investments in private equity/venture capital and Real Estate, early stage development projects. | SF | ||||||
| 921 | Rosenbaum Family Office | Moshe | Rosenbaum | President | (732) 333-2403 | (732) 905-2974 | mrosenbaum@madisoncres.com | 1125 Ocean Avenue | Lakewood | NJ | 08701 | United States of America | North America | https://www.linkedin.com/in/moshe-rosenbaum-55a85154/ | The main concentration is in the real estate sector, the family also invests in many diverse areas including tech, biotech and private equity. The family also continues its interest in direct co investing. | 2.014 | $38M | joe@diversified-capital.com | http://www.madisoncres.com/aboutus/leadershipRosenbaum.asp http://www.diversified-capital.com/ https://thenycmeetings.com/2/mr-moshe-rosenbaum/ | Rosenbaum Family Office is the Single-family Office for the Rosenbaum Family. MFR Equity is the Rosenbaum Family Office. | SF | ||||
| 922 | Rosetta Investments, Ltd. | Ilan | Weil | Chief Investment Officer | 972 3 540 9991 | ilanw@rosetta-investments.com | info@rosetta-investments.com | 16 Abba Eban Blvd. | Herzliya Pituach | 467256 | Israel | Asia | University of Geneva / Harvard Business School | https://www.linkedin.com/in/ilan-weil-09370411/ | Private Equity, Real Estate and Hedge Funds. | 2.008 | https://www.linkedin.com/company/rosetta-investments/ | https://rosetta-investments.com/ | Rosetta Investments, Is an independent Multi-Family Office service established in 2008 and based in Israel. Investing in financial markets can often appear daunting and confusing, but it doesn’t need to be. At Rosetta Investments we will guide you step by step through the complex world of finance to ensure you meet your financial goals while remaining in control of your assets. | MF | |||||
| Rosetta Investments, Ltd. | Orit | Raviv-Swery | Managing Director | 972 3 540 9991 | orit@rosetta-investments.com | info@rosetta-investments.com | 16 Abba Eban Blvd. | Herzliya Pituach | 467256 | Israel | Asia | New York University | https://www.linkedin.com/in/orit-raviv-swery-13641217/ | Private Equity, Real Estate and Hedge Funds. | 2.008 | https://www.linkedin.com/company/rosetta-investments/ | https://rosetta-investments.com/ | Rosetta Investments, Is an independent Multi-Family Office service established in 2008 and based in Israel. Investing in financial markets can often appear daunting and confusing, but it doesn’t need to be. At Rosetta Investments we will guide you step by step through the complex world of finance to ensure you meet your financial goals while remaining in control of your assets. | MF | ||||||
| 923 | Roth & Sohn GmbH | Yoram | Roth | Chief Executive Officer | 49 308 441-5274 | 49 308 441-5293 | Kurfürstendamm 178-179 | Berlin Charlottenburg | D-10707 | Germany | Europe | Fordham University | https://www.linkedin.com/in/yoramroth/ | Arts, Culture, Hospitality, Media, Real Estate, Private Equity, Venture Capital | 1.966 | €900M | info@fotografiska.se | https://www.yoramroth.com/ https://www.fotografiska.com/ | http://roth-sohn.com/ | Roth & Sohn was founded in 1966 by Eisig Roth and his son Rafael Roth. As a family office, its primary responsibility is asset management. | SF | ||||
| 924 | ROTHENBERGER 4xS GmbH | Thorsten | Petermann | Head of Finance | 49 692 400-0834 | 49 692 400-0854 | info@rothenberger-4xs.com | Friedrich-Ebert-Anlage 3 | Frankfurt/Main | 60327 | Germany | Europe | https://www.linkedin.com/in/thorsten-petermann-57a52314b/ | Mechanical Engineering, Tools, Real Estate, Technology-based Venture Capital | https://www.rothenberger-4xs.com/ | ROTHENBERGER 4xS is a family-led corporate holding, which actively manages its strategic investments within the fields of mechanical engineering, tools, real estate and technology-based venture capital. | SF | ||||||||
| 925 | Roussin Capital Group LLC | Rick | Roussin | President & CEO | Direct: (818) 891-5886 | info@roussincapital.com | 4277 Valley Fair St. | Simi Valley | CA | 93063 | United States of America | North America | https://www.linkedin.com/in/rick-roussin-59115240/ | Real Estate, Computer | https://www.coastcoast.com/ | https://www.roussincapitalgroup.com/ | Roussin Capital Group is a single-family office, formed for the purpose of building and preserving wealth through real estate investing. Exiting a 28 year old computer parts company, Roussin Capital Group was created to serve the real estate needs of the liquidity event. With deep expertise in many aspects of real estate, Roussin Capital Group mainly serves as the lead investor together with other family offices and wealthy individuals seeking strong investments across multiple real estate platforms. Our real estate investments are designed to preserve and grow our limited partners’ capital. We seek to provide financial security and long-term value for our clients. We do this by using extraordinary people and flexible capital to secure projects that are equity protected and have considerable upside. | SF | |||||||
| 926 | Royal Antler Wealth Management Limited | Nicolas | Christoforou | CEO & Head of Family Office | 357 99 374 837 | nicolas.christoforou@royalantlerwealth.com | 59, Griva Digeni, Kaimakliotis Building, Floor 5 | Larnaca | 6043 | Cyprus | Europe | University of London | https://www.linkedin.com/in/nicolas-christoforou-cfa-aca-649a767/ | Public Market Securities, Private Equity/Debt, Entrepreneurial Investments, Due Diligence, Real Estate, Seed Capital, Venture Capital, Real Estate Sector, Distressed Assets, Petrochemicals | 2.018 | https://www.linkedin.com/company/royal-antler-wealth-management-limited-single-family-office/ | https://royalantlerwealth.com/ | As the single Family office for the Rotman Family, Royal Antler Wealth Management Limited manages a significant and diversified portfolio over a variety of different asset classes. Royal Antler Wealth Management Limited sole objective is to look after the commercial and private interest of the Family and its Fundamentals serve as the compass in all business investment activities. | SF | ||||||
| 927 | Rti Family Office Limited | Robert | Thompson | Managing Director | robert@rtifamilyoffice.co.uk | London | United Kingdom | Europe | https://www.linkedin.com/in/robert-thompson-2a1180106/ | Cars, Boats, Planes, Real Estate, Private Equity | 2.015 | robert.thompson@rtifamilyoffice.co.uk, robertthompson@rtifamilyoffice.co.uk | http://www.rtifamilyoffice.co.uk/ | Rti Family Office, a London-based single family office firm for the Thompson family. Running a true Family Office for a single family. We cover everything from Cars, Boats and planes to Investment, Real Estate and Private Equity Investment for the family. We are unique in that we work with our preferred partners in all areas and hence increase the value to our family of the service we provide. | SF | ||||||||||
| 928 | Rumah Group | Kathlyn | Tan | Director | kathlyn@rumahgroup.com | info@rumahgroup.com | 1 Lorong 2 Toa Payoh, Braddell House | Singapore | 319637 | Singapore | Asia | University of Cambridge | https://www.linkedin.com/in/kathlyn-tan-sg/ | Sustainable Investments, Communities, Environment, Real Estate, Equities, Impact, Ocean Protection, Climate Action | https://www.linkedin.com/company/rumah-group/ | https://www.rumahgroup.com/ | Rumah Group is a Singapore-based family office passionate about sustainable investments, communities and the environment, as well as having continuous programmes for giving. The family’s activities include real estate, equities and environmentally-focused impact investments. Above all, we are passionate about community development, children at risk, ocean protection and climate action. | SF | |||||||
| Rumah Group | Thomas | Knudsen | Director | thomas.knudsen@tollgroup.com | info@rumahgroup.com | 1 Lorong 2 Toa Payoh, Braddell House | Singapore | 319637 | Singapore | Asia | Harvard Business School Online | https://www.linkedin.com/in/thomas-knudsen-27b30b8/ | Sustainable Investments, Communities, Environment, Real Estate, Equities, Impact, Ocean Protection, Climate Action | thomas@tollgroup.com | https://www.tollgroup.com/ | https://www.rumahgroup.com/ | Rumah Group is a Singapore-based family office passionate about sustainable investments, communities and the environment, as well as having continuous programmes for giving. The family’s activities include real estate, equities and environmentally-focused impact investments. Above all, we are passionate about community development, children at risk, ocean protection and climate action. | SF | |||||||
| 929 | RWN Management, LLC | Adam | Borod | Investment Professional | (212) 920-3120 | aborod@rwnmgmt.com | 65 East 55th Street, 31st Floor | New York | NY | 10022 | United States of America | North America | Colgate University / NYU Stern School of Business | https://www.linkedin.com/in/adam-borod-3950861/ | Real Estate Private Equity, Credit Strategies, including Real Estate Lending, Equity Investments, Early and Late Stage, Agriculture, Energy, Public Equity | $1.12B | https://rwnmgmt.com/ | RWN Management is a single family office based in New York City. RWN provides a full suite of services, including investment management and tax and estate planning. | SF | ||||||
| RWN Management, LLC | Karen | Korzenko Bowen | Chief Administrative Officer | (212) 920-3120 | kbowen@rwnmgmt.com | 65 East 55th Street, 31st Floor | New York | NY | 10022 | United States of America | North America | St.Edward's University | https://www.linkedin.com/in/karen-korzenko-bowen-663a446/ | Real Estate Private Equity, Credit Strategies, including Real Estate Lending, Equity Investments, Early and Late Stage, Agriculture, Energy, Public Equity | $1.12B | https://rwnmgmt.com/ | RWN Management is a single family office based in New York City. RWN provides a full suite of services, including investment management and tax and estate planning. | SF | |||||||
| 930 | Ryco Management | Frederick | Cornelis | Chief Executive Officer | info@rycomanagement.com | Pelikaanstraat 3 | Antwerp | 2018 | Belgium | Europe | Staple Industries, Alternative Investments, Hedge Funds, Loans, Real Estate, Structured Products | https://www.linkedin.com/company/rycomanagement/about/ | https://www.rycomanagement.com/ | Ryco Management is a boutique multi-family office built on our founding family’s long-standing core values and principles. Based in Belgium, we provide expert wealth management and investment advisory services to a global clientele. From high net-worth families and entrepreneurs to foundations and trusts, we assist long-term investors safeguard their assets while advising on continued opportunities for growth. We manage your portfolio to be tailored to your specific investment needs and risk profile. Our portfolio strategy is centered on intelligent asset allocation and diversification to improve returns and mitigate risk. Our verified investment solutions combine traditional investments in staple industries and alternative investments, including hedge funds, loans, real estate, and structured products. Continuous management of your portfolio measures current performance, risk factors, control of investments, costs, and yields. These practices help your portfolio withstand any unexpected market volatility and uncertain circumstances. | MF | ||||||||||
| 931 | S. Buford Enterprises, LLC | Sly | Buford | Principal | Direct: (561) 870-0555 | (561) 870-0556 | sly@slybuford.com | 1825 NW Corporate Blvd., Suite 110 | Boca Raton | FL | 33431 | United States of America | North America | Real Estate | 2.017 | https://www.elitecapitalpartners.com/ | https://slybuford.com/ | S. Buford Enterprises, LLC is a private investment holding company. | SF | ||||||
| 932 | 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 | Westminster University | 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 | Idaho State University | 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 | |||||
| 933 | S6 Family Office Pte. Ltd. | Clement | Kang | Chief Executive Officer | 65 6261 1038 | 65 6261 1295 | contact@s6.com.sg | 1 Temasek Avenue, #24-03, Millenia Tower | Singapore | 039192 | Singapore | Asia | National University of Singapore / Harvard Business School | https://www.linkedin.com/in/clement-kang-ck6/ | Public Equities, Fixed Income, Private Equity, Private Debt and Real Estate globally and across industries. | careers@s6.com.sg | https://www.linkedin.com/company/s6-family-office/ | https://s6.com.sg/ | S6 Family Office is a Singapore based single family office that provides fund management services to related entities within our Group. We are exempt from holding a Capital Markets Services (“CMS”) Licence in fund management and we have been awarded the Section 13X Tax Exemption from the Monetary Authority of Singapore. Our main goal is to achieve steady and consistent long term capital growth of our family portfolio. We invest in public equities, fixed income, private equity, private debt and real estate. We like companies that have strong fundamentals, passionate leadership, wide economic moat and leverage on technology. We invest globally and across industries. | SF | |||||
| 934 | Sabban Holdings Limited | Hugo | Martín Mendez | Chief Investment Officer | 971 4 511 9000 | 971 4 511 9099 | hugo@sabbangroup.com | info@sabbangroup.com | Level 23, North Tower, Emirates Financial Centre, DIFC, P.O. Box 506867 | Dubai | United Arab Emirates | Asia | Universidad Autónoma de Madrid | https://www.linkedin.com/in/hugo-martin-mendez-a73930/ | Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate and Commodities and made Direct Investments | 2.013 | http://sabbangroup.com/ | Sabban Holdings is a DIFC registered Single Family Office managing all the assets of the Al-Sabban Family. | SF | ||||||
| Sabban Holdings Limited | Inga | Henderson | Operations Officer | 971 4 511 9000 | 971 4 511 9099 | inga@sabbangroup.com | info@sabbangroup.com | Level 23, North Tower, Emirates Financial Centre, DIFC, P.O. Box 506867 | Dubai | United Arab Emirates | Asia | The University of Salford | https://www.linkedin.com/in/inga-henderson-8a951b9/ | Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate and Commodities and made Direct Investments | 2.013 | http://sabbangroup.com/ | Sabban Holdings is a DIFC registered Single Family Office managing all the assets of the Al-Sabban Family. | SF | |||||||
| 935 | SABER GmbH | Luis | Amaro | Chief Investment Officer | 43 13 771 020 | luis@saber.wien | office@saber.wien | Tuchlauben 8/3.02 | Wien | 1010 | Austria | Europe | Universidade de Aveiro / Harvard University | https://www.linkedin.com/in/luisamarovc/ | Venture Capital, Private Equity, Real Estate, Venture Ecosystem, Sustainable Companies, Sustainability | luis.amaro@saber.wien | https://www.linkedin.com/company/sabercapitalwien/ | https://saber.wien/ | Saber GmbH is a family office that invests in venture capital, private equity and real estate. As such we have emerged as a sophisticated player in the venture ecosystem. We are active investors in private growth companies across diverse sectors, favouring recurring revenue, capital efficiency and proactive teams. We offer our experience and network to provide individualised support to our portfolio investments, with the goal of helping others in building strong, sustainable companies. Entrepreneurial spirit and passion for action encourage us to find multi-industrial synergy in our investments. Saber GmbH is active in Europe, US and Israel. Our aim is to create long-term, sustained, and sustainable value for all our stakeholders. We actively support our founders and entrepreneurs, helping them to build strong companies and transform their ideas into thriving businesses. | SF | |||||
| SABER GmbH | Sandra | B. | Chief Executive Officer | 43 13 771 020 | sandra@saber.wien | office@saber.wien | Tuchlauben 8/3.02 | Wien | 1010 | Austria | Europe | https://www.linkedin.com/in/sandra-b-6b63b7199/ | Venture Capital, Private Equity, Real Estate, Venture Ecosystem, Sustainable Companies, Sustainability | https://www.linkedin.com/company/sabercapitalwien/ | https://saber.wien/ | Saber GmbH is a family office that invests in venture capital, private equity and real estate. As such we have emerged as a sophisticated player in the venture ecosystem. We are active investors in private growth companies across diverse sectors, favouring recurring revenue, capital efficiency and proactive teams. We offer our experience and network to provide individualised support to our portfolio investments, with the goal of helping others in building strong, sustainable companies. Entrepreneurial spirit and passion for action encourage us to find multi-industrial synergy in our investments. Saber GmbH is active in Europe, US and Israel. Our aim is to create long-term, sustained, and sustainable value for all our stakeholders. We actively support our founders and entrepreneurs, helping them to build strong companies and transform their ideas into thriving businesses. | SF | ||||||||
| SABER GmbH | Florian | John-Reiss | Assistant to the Management | 43 13 771 020 | florian@saber.wien | office@saber.wien | Tuchlauben 8/3.02 | Wien | 1010 | Austria | Europe | https://www.linkedin.com/in/florian-john-reiss-6b86a3156/ | Venture Capital, Private Equity, Real Estate, Venture Ecosystem, Sustainable Companies, Sustainability | https://www.linkedin.com/company/sabercapitalwien/ | https://saber.wien/ | Saber GmbH is a family office that invests in venture capital, private equity and real estate. As such we have emerged as a sophisticated player in the venture ecosystem. We are active investors in private growth companies across diverse sectors, favouring recurring revenue, capital efficiency and proactive teams. We offer our experience and network to provide individualised support to our portfolio investments, with the goal of helping others in building strong, sustainable companies. Entrepreneurial spirit and passion for action encourage us to find multi-industrial synergy in our investments. Saber GmbH is active in Europe, US and Israel. Our aim is to create long-term, sustained, and sustainable value for all our stakeholders. We actively support our founders and entrepreneurs, helping them to build strong companies and transform their ideas into thriving businesses. | SF | ||||||||
| 936 | Safira Wealth Management | Ricardo | Uliambre | Partner & Chief Investment Officer | (305) 503-5050 | info@safirawealth.com | 3390 Mary Street, Suite 116 | Coconut Grove | FL | 33133 | United States of America | North America | Universidad Nacional de Asunción | https://www.linkedin.com/in/ricardo-r-uliambre/ | Asset Management, Family Office, Consulting, Art Advisory, Real Estate Management | 2.019 | https://www.linkedin.com/in/francisco-pages-1a2165187/ | https://www.safirawealth.com/ | Safira Wealth Management is a Miami based, independent multi-family office advising individuals and families globally. Our roots are firmly entrenched in Geneva, Switzerland, where our advisors have been working for over 30 years. This highly experienced team of advisors specializes in bespoke, cross-border financial planning and wealth management. Our clients’ goals and requirements are carefully analyzed to create fully integrated and tailored financial solutions. Our success is fully dependent on the performance of our clients’ assets. Safira is completely independent of any bank or financial institution. This provides Safira with the ability to advise clients taking into consideration only their interests, needs and objectives. We offer full transparency in our investment process and clear communication with our clients and believe in the protection of privacy and confidentiality. Due to our roots in Switzerland, where we have been advising clients for over 30 years, discretion is an essential component of our business model. Safira’s team is comprised of an international staff of American, Brazilian, Mexican, Spanish and Swiss advisors who individually have over 30 years of experience. Despite our expertise in the Latin American market, Safira is positioned to assist clients from all over the world. Our specialty is managing complex, cross-border and multilingual relationships. | MF | |||||
| 937 | Saidler & Co. | Elemir | Huszlicska | Director | elemir.huszlicska@saidler.com | enquiries@saidler.com | Aegeristrasse 34 | Zug | 6300 | Switzerland | Europe | Technology, Hedge Funds, Private Equity, Venture Funds | CHF 300M | https://saidler.com/ | Saidler & Co. is a single family office for Martin Saidler's family controlling assets across the digital financial services, technology and real estate industries through its subsidiaries Statement, Saidler & Co. Capital and Saidler & Co. Property. | SF | |||||||||
| 938 | Salem Partners Wealth Management LLC | John | Dyett | Co-Founder | (310) 806-4200 | (310) 806-4201 | jdyett@salempartners.com | info@salempartners.com | 11111 Santa Monica Blvd., Suite 2250 | Los Angeles | CA | 90025 | United States of America | North America | Harvard University | https://www.linkedin.com/in/john-dyett-b438551/ | Media & Entertainment, Healthcare, Life Sciences & Technology, Real Estate, Aerospace & Defense M&A | 1.997 | $500M | https://www.linkedin.com/company/salem-partners-llc/ | https://www.salempartners.com/ | Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our wealth management professionals provide customized investment solutions in a multi-family office environment. | MF | ||
| Salem Partners Wealth Management LLC | Parker | Bennett | Director, Real Estate Investment Banking | (310) 806-4200 | (310) 806-4201 | pbennett@salempartners.com | info@salempartners.com | 11111 Santa Monica Blvd., Suite 2250 | Los Angeles | CA | 90025 | United States of America | North America | UC Santa Barbara | https://www.linkedin.com/in/parkerbennett/ | Media & Entertainment, Healthcare, Life Sciences & Technology, Real Estate, Aerospace & Defense M&A | 1.997 | $500M | https://www.linkedin.com/company/salem-partners-llc/ | https://www.salempartners.com/ | Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our wealth management professionals provide customized investment solutions in a multi-family office environment. | MF | |||
| Salem Partners Wealth Management LLC | Goli | Kamangar | Chief Operating Officer & Chief Compliance Officer | Direct: (310) 806-4213 | (310) 806-4201 | gkamangar@salempartners.com | info@salempartners.com | 11111 Santa Monica Blvd., Suite 2250 | Los Angeles | CA | 90025 | United States of America | North America | University of California, Berkeley | https://www.linkedin.com/in/goli-kamangar-ab08a522/ | Media & Entertainment, Healthcare, Life Sciences & Technology, Real Estate, Aerospace & Defense M&A | 1.997 | $500M | https://www.linkedin.com/company/salem-partners-llc/ | http://www.salempartners.com/ | Salem Partners is a leading Los Angeles-based investment bank and wealth management firm. We build relationships using our judgment, objectivity and expertise to create significant long-term value for our clients. Our wealth management professionals provide customized investment solutions in a multi-family office environment. | MF | |||
| 939 | 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 | Princeton University / Harvard Business School | 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 | |||||
| 940 | Samara | Annie | Boivin | Managing Director-Tax & Estate Planning | (514) 360-7010 | (833) 472-6272 | aboivin@samara.ca | info@samara.ca | 1 Westmount Square, Suite 1600 | Westmount | QC | H3Z 2P9 | Canada | North America | Université de Sherbrooke | https://www.linkedin.com/in/annieboivin/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.021 | https://www.linkedin.com/company/samaramfo/ | https://www.samara.ca/ | Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. | MF | |||
| Samara | Mathieu | Goyette | Family Office Director | (514) 360-7010 | (833) 472-6272 | mgoyette@samara.ca | info@samara.ca | 1 Westmount Square, Suite 1600 | Westmount | QC | H3Z 2P9 | Canada | North America | McGill University | https://www.linkedin.com/in/mathieu-goyette-cfa-18a25359/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.021 | https://www.linkedin.com/company/samaramfo/ | https://www.samara.ca/ | Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. | MF | ||||
| Samara | Mathieu | Ducharme | Family Office Director | (514) 360-7010 | (833) 472-6272 | mducharme@samara.ca | info@samara.ca | 1 Westmount Square, Suite 1600 | Westmount | QC | H3Z 2P9 | Canada | North America | HEC Montréal | https://www.linkedin.com/in/mathieu-ducharme-b0994076/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.021 | https://www.linkedin.com/company/samaramfo/ | https://www.samara.ca/ | Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. | MF | ||||
| Samara | Michael | Grondin | President & CEO | (514) 360-7010 | (833) 472-6272 | mgrondin@samara.ca | info@samara.ca | 1 Westmount Square, Suite 1600 | Westmount | QC | H3Z 2P9 | Canada | North America | Université Laval | https://www.linkedin.com/in/michael-grondin-805b82b/ | Alternative Investments, Funds, Hedge Funds, Private Equity, Real Estate | 2.021 | https://www.linkedin.com/company/samaramfo/ | https://www.samara.ca/ | Samara is a multi-family office that helps successful families grow and preserve their wealth across generations. A community of families, entrepreneurs and investors who believe that wealth goes beyond money. | MF | ||||
| 941 | Sami Saad Investments | Michael | Johnston-Smith | Chief Investment Officer | 20 2 3385 5864/5 | 20 2 3389-1588 | 8 El Mansouriya Road, P.O. Box 670, Al Haram | Giza Governorate | 3524001 | Egypt | Africa | https://www.linkedin.com/in/michaeljohnstonsmith/ | Real Estate, Property, Automotive Manufacturers, Dealers, Auto Parts, Maintenance Shops, Integrators, Assemblers, Traction, Earth Moving & Commercial Vehicles, Building Materials Cement, Concrete, Ceramics, Glass, Marble | 1.962 | ir@samcrete.com | https://samcrete.com/ | Started in 1962, Sami Saad Investments is a family business that has diversified into its main sub-holdings: SAMCRETE for construction and real estate development, NATCO for automotive and related industries, MARYGO for resorts and related real estate development, and AL DAU for hotels and hospitality. Its sub-activities include Corona for food and beverages, and STREAMLINE for advertising and marketing. | SF | |||||||
| 942 | 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 | University of Denver | 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 | ||||||
| 943 | Sandhu Holding Company | Harkamal | Singh Sandhu | Principal & CEO | harkamal.s.sandhu@gurmatyachts.com | Hamstead Hall Road | Birmingham | B20 1HX | United Kingdom | Europe | University of Birmingham | https://www.linkedin.com/in/harkamal-singh-sandhu/ | Luxury Real Estate, Super Yatchs, Private Jets | 2.012 | claire.johnson@gurmatyachts.com | Providing full service/operational/commercial management of all private assets including mega yacht owned by an UHNWI. Responsibility for a large team delivering excellence in client service • Anticipated & met the exacting demands of UHNWIs (ultra-high net worth individuals) regarding their assets. Using a hands-on approach, achieved consistently high operational standards that promoted the reputation of the brand • Maximised top line & controlled all expenses from staff to fuel to stationery without damaging quality • Evaluated opportunities from a ROI & risk perspective for short / long term investments • Awarded full autonomy & “trusted” by UHNWIs to run businesses both strategically & operationally • Demonstrated innovation by challenging existing practices, processes and systems Key activities: Luxury brand marketing strategy & development (B2B & B2C), complex negotiation, customer experience, leadership & change management, stakeholder management, buying & procurement, pricing strategy, leading high performance teams, P&L management, employee engagement, commercial operations & strategy, yacht management, global business development, market launch, global property strategy, sourcing suppliers, working capital management, HR, security, IT infrastructure & contracts. | SF | ||||||||
| 944 | Sandoz Family Office SA | Jörg | Denzler | General Manager | 41 217 214 336 | 41 217 211 334 | j.denzler@sandozfamilyoffice.ch | 85, Avenue du Général-Guisan | Pully | 1009 | Switzerland | Europe | University of Zurich | https://www.linkedin.com/in/jörg-denzler-b2b16419/ | Real Estate, Pharmaceutical Industry, Hotel, Trade Tourism, Watch Industry, Printing Industry, Science, Art and Culture | https://www.sandozfondation.ch/ | The Sandoz Family Foundation was established in 1964 by the sculptor and painter Edouard-Marcel Sandoz, the son of the founder of Sandoz SA of Basel (now Novartis SA). The aim of the Family Foundation is to encourage entrepreneurial commitment through long-term holdings in companies in a variety of sectors. Apart from commercial criteria, the Foundation is dedicated to the encouragement of entrepreneurship and innovation as well as to the cultivation of Swiss entrepreneurial tradition. In addition, its investments are directed at a strategic objective concerned with preserving high quality and protecting fundamental social values. The Foundation also encourages creativity and private initiative. Its commitment to art and culture, in the framework of the Fondation Edouard et Maurice Sandoz (FEMS), and to science counterbalance the commercial activities of the Foundation. | SF | |||||||
| Sandoz Family Office SA | Monika | Matti | Manager | 41 217 214 336 | 41 217 211 334 | m.matti@sandozfamilyoffice.ch | 85, Avenue du Général-Guisan | Pully | 1009 | Switzerland | Europe | University of Bern, Switzerland | https://www.linkedin.com/in/monika-matti-42991764/ | Real Estate, Pharmaceutical Industry, Hotel, Trade Tourism, Watch Industry, Printing Industry, Science, Art and Culture | https://www.sandozfondation.ch/ | The Sandoz Family Foundation was established in 1964 by the sculptor and painter Edouard-Marcel Sandoz, the son of the founder of Sandoz SA of Basel (now Novartis SA). The aim of the Family Foundation is to encourage entrepreneurial commitment through long-term holdings in companies in a variety of sectors. Apart from commercial criteria, the Foundation is dedicated to the encouragement of entrepreneurship and innovation as well as to the cultivation of Swiss entrepreneurial tradition. In addition, its investments are directed at a strategic objective concerned with preserving high quality and protecting fundamental social values. The Foundation also encourages creativity and private initiative. Its commitment to art and culture, in the framework of the Fondation Edouard et Maurice Sandoz (FEMS), and to science counterbalance the commercial activities of the Foundation. | SF | ||||||||
| 945 | Sardona Group AG | Heiner | Speich | Executive Chairman | Mobile: 507 698 26 952 | heiner.speich@aretibank.com | info@sardona-group.com | Calle 50 y Calle 56 Obarrio., Edificio F&F Piso 40 | Panama City | Panama | North America | IMD | https://www.linkedin.com/in/heiner-speich-750ab243/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.012 | https://www.aretibank.com/ | http://www.sardona-group.com/ | Sardona Group AG is a Swiss-based Multi-Family Office that offers high quality and discrete services and multi solutions around the entire wealth of wealthy international individuals and families around the world. The objective of Sardona Group AG is to assist and support you as a family with the planning, administration, organization and maintenance of your wealth and estate. We focus on providing an independent and solid strategy and vision, acting as coordinators and sole contact for your needs. | MF | ||||||
| Sardona Group AG | Cesar | Gabriel Hernandez | Advisor to the Board | 41 442 919 000 | cesar.hernandez@aretibank.com | info@sardona-group.com | Calle 50 y Calle 56 Obarrio., Edificio F&F Piso 40 | Panama City | Panama | North America | Boston University | https://www.linkedin.com/in/cesarhernandezf/ | Private Equity, Real Estate, Hedge Funds, Alternative Investments | 2.012 | https://www.aretibank.com/ | http://www.sardona-group.com/ | Sardona Group AG is a Swiss-based Multi-Family Office that offers high quality and discrete services and multi solutions around the entire wealth of wealthy international individuals and families around the world. The objective of Sardona Group AG is to assist and support you as a family with the planning, administration, organization and maintenance of your wealth and estate. We focus on providing an independent and solid strategy and vision, acting as coordinators and sole contact for your needs. | MF | |||||||
| 946 | Sawtooth Capital | Kevin | McQuillan | General Partner | (650) 353-2192 | kevin@focusopportunity.com | 200 Page Mill Road, Suite 100 | Palo Alto | CA | 94306 | United States of America | North America | Western Michigan University | https://www.linkedin.com/in/kevin-j-mcquillan-49a46/ | Multifamily Real Estate, Funds, Direct Investments, Venture Capital, Private Equity, Direct Company Investments, Private Credit, Secondaries, Private Technology Company, Early-Stage Venture Fund, Enterprise Software, Mobile, Financial Technology, Data and AI, Artificial Intelligence, Cybersecurity | https://www.focusopportunity.com/ | https://www.sawtooth.capital/ | Sawtooth Capital is an Single Family Office that aims to provide the family with diversification within the private markets. Our investment areas include Multifamily Real Estate (funds and direct investments), Venture Capital (funds and direct company investments), Private Equity (funds and direct company investments), Private Credit, and Secondaries. | SF | ||||||
| Sawtooth Capital | Chase | McQuillan | General Partner | (650) 353-2192 | chase@sawtooth.capital | 200 Page Mill Road, Suite 100 | Palo Alto | CA | 94306 | United States of America | North America | Fordham University | https://www.linkedin.com/in/chasemmcquillan/ | Multifamily Real Estate, Funds, Direct Investments, Venture Capital, Private Equity, Direct Company Investments, Private Credit, Secondaries, Private Technology Company, Early-Stage Venture Fund, Enterprise Software, Mobile, Financial Technology, Data and AI, Artificial Intelligence, Cybersecurity | https://www.sawtooth.capital/ | Sawtooth Capital is an Single Family Office that aims to provide the family with diversification within the private markets. Our investment areas include Multifamily Real Estate (funds and direct investments), Venture Capital (funds and direct company investments), Private Equity (funds and direct company investments), Private Credit, and Secondaries. | SF | ||||||||
| 947 | SAYANO Family Office AG | Christof | Meyer | Chief Investment Officer | 41 418 887 878 | christof.meyer@sayano.ch | admin@sayano.ch | Poststrasse 2 | Zug | CH-6300 | Switzerland | Europe | HWV Bern | https://www.linkedin.com/in/christof-meyer-927b4811/ | Real Estate | 2.017 | https://www.linkedin.com/in/reto-frei-1292b9128/ | http://www.sayano.ch/ | SAYANO is an owner-operated independent Swiss single family office. Founded in 2017, the company consists of an interdisciplinary team of personalities from the real estate and finance sectors. Our investment boutique stands for experience, reliability, flexibility and transparency. With a high level of personal commitment and many years of expertise, we work together with our founding family and the management of our investments to develop the right starting point for sustained positive performance. In addition to classic asset management, we focus on private equity, real estate and Fintech opportunities across industries and countries. | SF | |||||
| 948 | SB Family Office | Stuart | Browne | Chief Investment Officer | Direct: (415) 674-4004 | stuart@stuartbrowne.com | 881 Baxter Drive, Suite 100 | South Jordan | UT | 84095 | United States of America | North America | Saint Louis University | https://www.linkedin.com/in/stuartbrowne2008/ | Public Markets and not Private Companies or Real Estate, Multifamily Real Estate | 2.019 | https://www.linkedin.com/company/sb-familyoffice/ | SB Family Office is the investment arm of the Shah and Browne families. Our investment mandates are allocated to public markets and not private companies or real estate. | SF | ||||||
| 949 | SB Investment Partners | Family Office | Shuvam | Bhaumik | Managing Partner | (917) 446-0514 | shuvam@ciholdingsgroup.com | sb@sbipfo.com | One Beacon Street, 32nd Floor | Boston | MA | 02109 | United States of America | North America | Long Island University | https://www.linkedin.com/in/shuvambhaumik/ | Multi-Family Real Estate, Private Equity, Venture Capital, Angel/Seed | 2.013 | https://www.ciholdingsgroup.com/ | https://www.sbipfo.com/ | SB Investment Partners is a Single Family Office involved in: • Multi-Family Real Estate Investments • Private Equity/Venture Capital Investing - angel/seed investing • Private Wealth Advisory/Asset Management/Investment Banking | SF | ||||
| 950 | SBK Holding LLC | Luca | Bandecchi | Vice Chairman - Hospitaility Committee | 971 4331 4444 | 971 4331 5444 | lucab@topazconsultancy.com | info@sbkholding.com | Level 4, The Fairmont, Sheikh Zayed Road, P.O. Box 434 | Dubai | United Arab Emirates | Asia | Cornell University | https://www.linkedin.com/in/luca-bandecchi-013251/ | Private Equity, Real Estate, Master Planning, Infrastructure Development, Hotels & Resorts, Commercial and Residential Real Estate Investment, Banking, Insurance & Financial Services, Marina Development and Operations, Aviation, Private Jet | https://www.linkedin.com/in/ashu-aggarwal-4a86ba35/ | https://www.sbkholding.com/ | SBK Holding LLC is the Holding Company of His Highness Dr. Sheikh Sultan Bin Khalifa Bin Zayed Al Nahyan, Advisor to the President of UAE, the eldest son of His Highness Sheikh Khalifa Bin Zayed Al Nahyan, President of the United Arab Emirates, Supreme Commander of the UAE Armed Forces, and Ruler of Abu Dhabi. With its headquarters in the United Arab Emirates, SBK Holding has a range of companies that serve a broad cross-section of industries not only in the Gulf region but also globally. | SF | ||||||
| 951 | SBP Management | Michael | Danov | President & Chief Investment Officer | (212) 796-5292 | michael.danov@gmail.com | info@sbpmgmt.com | 667 Madison Ave., 5h Floor | New York | NY | 10065 | United States of America | North America | City University of New York-College of Staten Island | https://www.linkedin.com/in/mdanov/ | Direct Funds & Co-Investments, Long/Short Equity, Credit, Special Situations (Mergers and Acquisitions, M&A, Distressed Debt, etc.), Private and Public Equities, Life Sciences, Technology, Financials, Luxury and Consumer Products, Real Estate, Industrials, Natural Resources | 2.011 | $2B | https://www.linkedin.com/company/sbp-management-inc./ | https://sbpmgmt.com/ | SBP Management is a family office focused on five asset classes: direct funds & co-investments, long/short equity, credit, and special situations (mergers and acquisitions, distressed debt, etc.). We initiate positions through open market transactions, IPO and follow-on offering allocations, and private investments in public equities. Our targets generally land in the Life Sciences, Technology, Financials, Luxury and Consumer Products, Real Estate, Industrials, and Natural Resources industries and have market capitalizations of over $50 million. SBP Management helps portfolio companies unlock strategic value through creative and timely infusions of capital. Proceeds go towards operations, growth, and acquisitions. Several of our investments serve as a bridge to more substantial capital transactions. SBP Management takes pride in providing simple, flexible, and effective financing solutions to portfolio companies. | MF | |||
| 952 | Schiff Family Office | Jonathan | Schiff | Managing Director | 853 2888 9917 | 853 2875 5164 | jschiff@schiffdev.com | info@schiffdev.com | Rua de Pequim, No. 202A – 246, Macau Finance Centre, 16 Andar 2(2) | Macau | 999078 | China | Asia | Sichuan Union University / Harvard Business School | https://www.linkedin.com/in/jonathan-schiff-7b00207/ | Real Estate, Hospitality, Finance, TMT, Healthcare, Aerospace | 2.016 | info@lionrockcapitalhk.com | https://schiffdev.com/ | Schiff Family Office, a single-family investment firm based in Singapore with portfolio companies in real-estate, hospitality and finance. Also has a few moonshot investments in TMT, healthcare and aerospace. | SF | ||||
| 953 | Schütz Family Office | Magdalena | Giffinger | Investment Manager | investments@schuetz-familyoffice.com | Goldschmiedgasse 2/6.5 | Vienna | A-1010 | Austria | Europe | WU (Vienna University of Economics and Business) | https://www.linkedin.com/in/magdalenagiffinger/ | Financial Services (especially fintech), Internet & Technology (from ecommerce to aerospace), Life Sciences, Real Estate and Natural Resources, Private Equity, Venture Capital, Real Estate | https://www.linkedin.com/company/schuetz-family-office/ | https://s-fo.at/ | Schütz Family Office (SFO) is the family office of Alex Schütz. Alex Schütz is founder and CEO of Vienna based C-Quadrat Investment Group (CQ), a serial entrepreneur and member of the supervisory board of Deutsche Bank. CQ is the largest independent asset manager in Austria with over EUR 8 billion AuM and active in over 20 countries in Europe and Asia with offices in Paris, Geneva, Zurich, Madrid and Yerevan. Through his family office Alex Schütz successfully invests in various companies with a strong focus on fintech businesses as well as in development of real estate. | SF | ||||||||
| Schütz Family Office | Alexander | Schütz | Founder & CEO | a.schuetz@investmentfonds.at | investments@schuetz-familyoffice.com | Goldschmiedgasse 2/6.5 | Vienna | A-1010 | Austria | Europe | https://www.linkedin.com/in/alexander-schütz-77917b55/ | Financial Services (especially fintech), Internet & Technology (from ecommerce to aerospace), Life Sciences, Real Estate and Natural Resources, Private Equity, Venture Capital, Real Estate | https://www.linkedin.com/company/schuetz-family-office/ | https://s-fo.at/ | Schütz Family Office (SFO) is the family office of Alex Schütz. Alex Schütz is founder and CEO of Vienna based C-Quadrat Investment Group (CQ), a serial entrepreneur and member of the supervisory board of Deutsche Bank. CQ is the largest independent asset manager in Austria with over EUR 8 billion AuM and active in over 20 countries in Europe and Asia with offices in Paris, Geneva, Zurich, Madrid and Yerevan. Through his family office Alex Schütz successfully invests in various companies with a strong focus on fintech businesses as well as in development of real estate. | SF | |||||||||
| 954 | Scion Capital Partners | Renu | Parker | Chief Executive Officer | renup@scioncp.com | Tampa | FL | United States of America | North America | Northwestern University | https://www.linkedin.com/in/renuparker/ | Real Estate | https://www.theladders.com/expert/renu-parker-7c002b | Scion Capital Partners, a Tampa, Florida-based single family office firm. | SF | ||||||||||
| 955 | SCK Capital, LLC | Scott | Kimple | Founder & Principal | (214) 230-2100 | scott@warringtonasset.com | 200 Dorado Beach Drive, Suite 3132 | Dorado | 00646 | Puerto Rico | North America | https://www.linkedin.com/in/scott-kimple-20816244/ | Hedge Funds, Private Equity, Venture Capital, Oil & Gas, Real Estate | https://www.warringtonasset.com/team/scott-c-kimple/ | 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 | ||||||||
| SCK Capital, LLC | Kenneth | Webster | Managing Director | (214) 230-2100 | kwebster@parklandfinancial.com | 200 Dorado Beach Drive, Suite 3132 | Dorado | 00646 | Puerto Rico | North America | Pace University | https://www.linkedin.com/in/ken-webster-b7b3106/ | Hedge Funds, Private Equity, Venture Capital, Oil & Gas, Real Estate | http://www.parklandfinancial.com/ | 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 | ||||||||
| 956 | 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 | University of Tampa | 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 | |||||||
| 957 | 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 | Georgetown University / Harvard Business School | 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 | University of Southern California / Harvard Business School | 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 | |||||
| 958 | Seattle Group | Michele | Reid | Finance Manager | 61 4 1955 5836 | michele.reid@porterdavis.com.au | Medibank Building, Level 10, 720 Bourke Street | Docklands | VIC | 3008 | Australia | Australia / Oceania | Real Estate, Agriculture, Private Equity, Venture Capital | https://www.seattlegroup.com.au/ | Seattle Group is a privately owned single family office that’s committed to serving the financial needs of its client. Seattle Group is focussed on developing, managing and sustaining capital across a portfolio of property, construction and agriculture assets to help our client maintain a legacy for future generations. Seattle Group provides tax services, accounting, financial planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more. | SF | |||||||||
| Seattle Group | Tanya | Arora | Finance Analyst | 61 4 4733 2375 | tanya.arora@seattlegroup.com.au | Medibank Building, Level 10, 720 Bourke Street | Docklands | VIC | 3008 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/tanya-arora-0322b6155/ | Real Estate, Agriculture, Private Equity, Venture Capital | https://www.linkedin.com/company/seattlegroup/ | https://www.seattlegroup.com.au/ | Seattle Group is a privately owned single family office that’s committed to serving the financial needs of its client. Seattle Group is focussed on developing, managing and sustaining capital across a portfolio of property, construction and agriculture assets to help our client maintain a legacy for future generations. Seattle Group provides tax services, accounting, financial planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more. | SF | |||||||
| Seattle Group | Vanessa | Tancredi | Chief Financial Officer | 61 4 4733 2375 | vanessa.tancredi@seattlegroup.com.au | Medibank Building, Level 10, 720 Bourke Street | Docklands | VIC | 3008 | Australia | Australia / Oceania | La Trobe University | https://www.linkedin.com/in/vanessa-tancredi-032775a/ | Real Estate, Agriculture, Private Equity, Venture Capital | https://www.linkedin.com/company/seattlegroup/ | https://www.seattlegroup.com.au/ | Seattle Group is a privately owned single family office that’s committed to serving the financial needs of its client. Seattle Group is focussed on developing, managing and sustaining capital across a portfolio of property, construction and agriculture assets to help our client maintain a legacy for future generations. Seattle Group provides tax services, accounting, financial planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more. | SF | |||||||
| Seattle Group | Kieran | Hennessy | Chief Operating Officer | 61 4 1045 7152 | kieran.hennessy@seattlegroup.com.au | Medibank Building, Level 10, 720 Bourke Street | Docklands | VIC | 3008 | Australia | Australia / Oceania | University College Cork | https://www.linkedin.com/in/kieran-hennessy-7644324/ | Real Estate, Agriculture, Private Equity, Venture Capital | kieran.hennessy@porterdavis.com.au | http://www.hennessymccabe.com/ https://www.porterdavis.com.au/ | https://www.seattlegroup.com.au/ | Seattle Group is a privately owned single family office that’s committed to serving the financial needs of its client. Seattle Group is focussed on developing, managing and sustaining capital across a portfolio of property, construction and agriculture assets to help our client maintain a legacy for future generations. Seattle Group provides tax services, accounting, financial planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more. | SF | ||||||
| Seattle Group | Jean | Lee | Finance Analyst | 61 4 4733 2375 | jean.lee@seattlegroup.com.au | Medibank Building, Level 10, 720 Bourke Street | Docklands | VIC | 3008 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/jean-lee-lfc-3a7b5970/ | Real Estate, Agriculture, Private Equity, Venture Capital | https://www.linkedin.com/company/seattlegroup/ | https://www.seattlegroup.com.au/ | Seattle Group is a privately owned single family office that’s committed to serving the financial needs of its client. Seattle Group is focussed on developing, managing and sustaining capital across a portfolio of property, construction and agriculture assets to help our client maintain a legacy for future generations. Seattle Group provides tax services, accounting, financial planning, budgeting and bill paying, as well as assistance with lending, insurance, banking matters, financial reporting, and more. | SF | |||||||
| 959 | Sebrina Holdings Limited | Nasrat | Muzayyin | Founder & CEO | 65 6384 0090 | nasrat@sebrinaholdings.com | 38 Beach Road, #16-12 | Singapore | 189767 | Singapore | Asia | Oil & Gas, Venture Capital, Real Estate, Trade Finance | 1.995 | https://www.linkedin.com/company/sebrina-holdings/ | Sebrina Holdings Limited, a multi-asset class family office established in Singapore. With a rich history steeped in oil & gas, we have been investing in people, ideas and businesses for more than two decades. | MF | |||||||||
| Sebrina Holdings Limited | Zoe | Tioh | Group Financial Controller | 65 6384 0090 | zoe@sebrinaholdings.com | 38 Beach Road, #16-12 | Singapore | 189767 | Singapore | Asia | https://www.linkedin.com/in/zoe-tioh-9b5a10209/ | Oil & Gas, Venture Capital, Real Estate, Trade Finance | 1.995 | https://www.linkedin.com/company/sebrina-holdings/ | Sebrina Holdings Limited, a multi-asset class family office established in Singapore. With a rich history steeped in oil & gas, we have been investing in people, ideas and businesses for more than two decades. | MF | |||||||||
| 960 | Seiler & Sala Family Office AG | Markus | Seiler | Co-Founder & Partner | 41 614 231 980 | markus.seiler@seiler-sala.ch | Crusch 44 | Samedan | 7503 | Switzerland | Europe | Real Estate | 2.008 | $231M | https://www.seiler-sala.ch/ | Seiler & Sala Family Office AG is a Multi-Family Office firm located in Samedan, GRAUBÜNDEN, Switzerland and is part of the Real Estate Industry. | MF | ||||||||
| Seiler & Sala Family Office AG | Luigi | Sala | Co-Founder & Partner | 41 815 594 900 | luigi.sala@seiler-sala.ch | Crusch 44 | Samedan | 7503 | Switzerland | Europe | Kaufmännische Berufsschule Samedan/Engadin | https://www.linkedin.com/in/luigi-sala-70671284/ | Real Estate | 2.008 | $231M | https://www.seiler-sala.ch/ | Seiler & Sala Family Office AG is a Multi-Family Office firm located in Samedan, GRAUBÜNDEN, Switzerland and is part of the Real Estate Industry. | MF | |||||||
| 961 | 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 | |||
| 962 | 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 | Brown University | 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 | Stanford University | 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 | Fordham University School of Law | 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 | The University of Texas at Austin | 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 | |||
| 963 | Sepio Capital, LP | Hansen | Ringer | Managing Director | hansen.ringer@sepiocap.com | info@sepiocap.com | 3201 Danville Blvd. | Alamo | CA | 94507-1978 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/hansenringer/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | |||||
| Sepio Capital, LP | John | Beatson | Managing Director & Co-CIO | john.beatson@sepiocap.com | info@sepiocap.com | 3201 Danville Blvd. | Alamo | CA | 94507-1978 | United States of America | North America | Brown University | https://www.linkedin.com/in/john-beatson-51863512/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| Sepio Capital, LP | Brad | Edgren | Managing Director | brad.edgren@sepiocap.com | info@sepiocap.com | 3201 Danville Blvd. | Alamo | CA | 94507-1978 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/brad-edgren-1b233298/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| Sepio Capital, LP | Benjamin | Steed | Managing Director | ben.steed@sepiocap.com | info@sepiocap.com | 3201 Danville Blvd. | Alamo | CA | 94507-1978 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/benjamin-steed-cfa-58492517/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| Sepio Capital, LP | Andrew | Venturi | Managing Director | andrew.venturi@sepiocap.com | info@sepiocap.com | 3201 Danville Blvd. | Alamo | CA | 94507-1978 | United States of America | North America | University of Arizona | https://www.linkedin.com/in/andrew-venturi-89b6bba/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| Sepio Capital, LP | Mitch | Rencher | Managing Director | mitch.rencher@sepiocap.com | info@sepiocap.com | 2795 E Cottonwood Pkwy., Suite 600 | Salt Lake City | UT | 84121-7094 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/mitchrencher/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| Sepio Capital, LP | Bryce | Wisan | Chief Financial Officer | bryce.wisan@sepiocap.com | info@sepiocap.com | 2795 E Cottonwood Pkwy., Suite 600 | Salt Lake City | UT | 84121-7094 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/brycewisan/ | Impact Investing, Alternative Investments, Hedge Fund, Private Equity, Venture Capital, Real Estate, Equity, Fixed Income, Commodity, Crypto Investments, BTC, Bitcoin | 2.017 | https://www.linkedin.com/company/sepiocap-/ | https://www.sepiocap.com/ | Sepio Capital is a multifamily office and institutional investment advisor registered with the SEC. At Sepio, our mission is to protect our clients’ assets, fortify their legacies, and guard what matters most to them. We accomplish this first and foremost by having a deep understanding of their goals and aspirations. We then employ our extensive resources and decades of investment experience to help our clients accomplish their goals. Our clients’ trust and loyalty is our greatest ambition and the reward for our labor. Our mission begins and ends with our clients and their goals. Understanding deeply our client expectations and exceeding those expectations is our measure of success. We serve a select number of clients in an effort to provide a highly focused and tailored client experience through dedicated and skilled client service and investment professionals. Our investment expertise is built on nearly 40 years of navigating markets for clients and developing specialized investment disciplines within our team of professionals. Our collaborative approach and independent investment insights produce an outstanding investment experience for clients. As independent fiduciaries, we can serve as outsourced chief investment officers for our clients to provide holistic and robust investment counsel and management. | MF | ||||||
| 964 | SERGAN Management Sàrl | Anna | Vakula | Director | 41 227 508 062 | 41 585 959 859 | avakula@sergan.biz | 59 rue du Rhône | Geneva | 1204 | Switzerland | Europe | ISC Paris | https://www.linkedin.com/in/annetschanzvakula/ | Real Estate Acquisition, Construction and Management throughout the world, to Aircraft and Yacht Build and Outfit, to Lifestyle Management and Security. | 2.015 | https://sergan.biz/ | SERGAN Management, a Financial wealth management and business strategic consulting company with multi-family office functions. | MF | ||||||
| SERGAN Management Sàrl | Sergey | Vakula | Partner & CEO | Mobile: 41 792 098 344 | 41 585 959 859 | svakula@sergan.biz | 59 rue du Rhône | Geneva | 1204 | Switzerland | Europe | Lomonosov Moscow State University (MSU) | https://www.linkedin.com/in/sergey-vakula-32026b/ | Real Estate Acquisition, Construction and Management throughout the world, to Aircraft and Yacht Build and Outfit, to Lifestyle Management and Security. | 2.015 | https://sergan.biz/ | SERGAN Management, a Financial wealth management and business strategic consulting company with multi-family office functions. | MF | |||||||
| 965 | Seven Valleys LLC | Vadim | Zhitomirsky | Vice President of Investments | vadim.zhitomirsky@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | New York University | https://www.linkedin.com/in/vzhitomirsky/ | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | vzny254@gmail.com | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | |||
| Seven Valleys LLC | Anthony | Pastore | Director, Real Estate Development | anthony.pastore@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | Albany Law School of Union University / The George Washington University Law School / New York University | https://www.linkedin.com/in/anthony-pastore-01269a16/ | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | |||||
| Seven Valleys LLC | Byron | LaMotte | Managing Director | byron.lamotte@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | Georgetown University | https://www.linkedin.com/in/byron-lamotte-9a158223/ | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | |||||
| Seven Valleys LLC | Geoff | Wilson | Chief Financial Officer | geoff.wilson@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | University of Pittsburgh | https://www.linkedin.com/in/geoff-wilson-864a967/ | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | geoffalanwilson@gmail.com | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | ||||
| Seven Valleys LLC | William | Field | Chief Investment Officer | william.field@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | Western University / Western University | https://www.linkedin.com/in/william-field-910795/ | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | |||||
| Seven Valleys LLC | Miu | Li | Vice President of Investments | miu.li@sevenvalleys.com | contact@sevenvalleys.com | General Motors Building, 767 Fifth Avenue, 46th Floor | New York | NY | 10153 | United States of America | North America | Real Estate, Commercial Real Estate, Venture Capital, Private Equity | 2.009 | $5B | https://www.linkedin.com/company/seven-valleys-capital-llc/about/ | https://www.sevenvalleys.com/ | Seven Valleys is a New York City-based Single-family office of Zhang Xin and Pan ShiyiSingle. The family office manages a portfolio across investments in commercial real estate, venture capital, private equity and other asset classes. | SF | |||||||
| 966 | Seventh Capital | Monica | Mehta | Managing Principal | mm@seventhcapital.com | 6150 Richmond, Suite 213 | Houston | TX | 77057 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/monica-mehta-3812/ | Commercial Real Estate, Construction Finance Opportunities in the Houston Metro Area in Shopping, Land Acquisition, Residential Housing and Office | 2.002 | https://monicamehta.com/ | http://www.seventhcapital.com/ | Seventh Capital is a private family office with holdings in commercial real estate and lower middle market consumer businesses. As a hand-on investor, Seventh Capital seeks to create value by providing capital, management resources, and strategic direction. We are actively seeking commercial real estate investment and construction finance opportunities in the Houston metro area in shopping, land acquisition, residential housing and office. We will also consider debt and/or equity investment opportunities in consumer businesses with proof of concept and $2MM to $10MM in sales. | SF | ||||||
| 967 | SFO Management, LLC | Tom | Bluth | President | (954) 627-3729 | (954) 563-0450 | tom.bluth@bowl.com | 301 E Las Olas Blvd. | Fort Lauderdale | FL | 33301-2295 | United States of America | North America | Washington University in St. Louis | https://www.linkedin.com/in/tom-bluth-b4513318/ | Real Estate | http://www.bowl.com/About/About_Home/Tom_Bluth/ | Tom Bluth, president of SFO Management, LLC where he overseas investments and planning for a single-family office. | SF | Ellis Diversified, Inc. 3020 NE 32nd Avenue Suite 110 Fort Lauderdale, FL 33308 Office: (954) 563-0550 Fax: (954) 563-0450 jellis@edi.cc | |||||
| 968 | SFO-GLOBAL | investments@sfo-global.com | info@sfo-global.com | Singapore | Singapore | Asia | Private Equity, Project Finance, Infrastructure, Education, Healthcare, Financial Products, Manufacturing, Commercial and Retail Real Estate managed in Hong Kong for the Greater China region | ming@sfo-global.com | https://www.sfo-global.com/ | SFOGI is a single family office for an Asia heritage family with operating interests in manufacturing, commercial and retail real estate managed in Hong Kong for the Greater China region. The single family office is based out of Singapore investing in a diversified range of asset classes including real estate, private equity, and alternatives on an opportunistic basis in extended Asia, US, and Europe. | SF | ||||||||||||||
| 969 | SGFC – Single Family Office | Erik | Roussel | Partner | 41 223 699 581 | erik.roussel@hedgeblock.co | Chemin du Joran 6A | Nyon | 1260 | Switzerland | Europe | https://www.linkedin.com/in/erikroussel/ | High Tech Trading System Fund, HTTS, Private Equity, Real Estate and Financial Markets with a passion for Hedge Funds, Especially Systematic quantitative ones | https://sgfc.ch/ | https://www.linkedin.com/company/sgfc/ | SGFC, a Single Family Office based in Nyon (Vaud, Switzerland) originally from pharmaceuticals that now invest in private equity, real estate and financial markets with a passion for hedge funds, especially systematic quantitative ones. | SF | ||||||||
| SGFC – Single Family Office | Johanna | Roussel | Partner | 41 223 699 581 | johanna.roussel@projectrousseau.org | Chemin du Joran 6A | Nyon | 1260 | Switzerland | Europe | McGill University | https://www.linkedin.com/in/johanna-roussel-13828628/ | High Tech Trading System Fund, HTTS, Private Equity, Real Estate and Financial Markets with a passion for Hedge Funds, Especially Systematic quantitative ones | https://sgfc.ch/ | https://www.linkedin.com/company/sgfc/ | SGFC, a Single Family Office based in Nyon (Vaud, Switzerland) originally from pharmaceuticals that now invest in private equity, real estate and financial markets with a passion for hedge funds, especially systematic quantitative ones. | SF | ||||||||
| 970 | Shadday Family Office | Richard | Flournoy, III | Director of Operations | (706) 295-2285 | opportunities@bigdanscarwash.com | P.O. Box 287 | Rome | GA | 30162-0287 | United States of America | North America | https://www.linkedin.com/in/jarrett-shadday-a096a221a/ | Private Equity, provided Direct Investments in real estate holdings and operating companies, as well as other private opportunities. (Car Wash, Technology, Fuel, Transport, Supply Chain) | https://www.bigdanscarwash.com/ | https://www.shaddayco.com/ | The Shadday Company is a private entity that manages the investments of the Shadday Family of Georgia. For three generations, we have invested in private equity, provided direct investments in real estate holdings and operating companies, as well as other private opportunities. We co-invest extensively with other Family Offices. | SF | |||||||
| Shadday Family Office | Jarrett | Shadday | Chairman | (706) 295-2285 | P.O. Box 287 | Rome | GA | 30162-0287 | United States of America | North America | https://www.linkedin.com/in/jarrett-shadday-a096a221a/ | Private Equity, provided Direct Investments in real estate holdings and operating companies, as well as other private opportunities. (Car Wash, Technology, Fuel, Transport, Supply Chain) | info@bigdanscarwash.com | https://www.bigdanscarwash.com/ | https://www.shaddayco.com/ | The Shadday Company is a private entity that manages the investments of the Shadday Family of Georgia. For three generations, we have invested in private equity, provided direct investments in real estate holdings and operating companies, as well as other private opportunities. We co-invest extensively with other Family Offices. | SF | ||||||||
| 971 | Shapolsky Family Office | Ian | Shapolsky | Principal | Mobile: (917) 553-0686 | ianshapolsky@gmail.com | 99 Spring Street, Loft 3 | New York | NY | 10012 | United States of America | North America | Lehigh University College of Business | https://www.linkedin.com/in/ian-shapolsky-87224b/ | Real Estate, Sales & Rentals | 2.014 | $100M | https://www.shapolskyrealestate.org/ | https://www.facebook.com/people/Ian-Shapolsky-Real-Estate/100070428127508/ | Shapolsky Family Office, a Single Family Office focused on real estate investment & development as well as investments in non-correlated assets. | SF | ||||
| 972 | Shaw Group, LLC | John | Dismuke | Financial Advisor | (801) 572-7839 | info@shawadvisors.com | 7410 South Creek Road, Suite 201 | Sandy | UT | 84093 | United States of America | North America | Bonds, Stocks, Mutual Funds, Real Estate, and Private Equity/Venture Capital | https://www.shawadvisors.com/ | Shaw Group, a private family office that focuses on research intensive management of stock and bond portfolios. We believe research is paramount in choosing proper investments. There are many ways to evaluate a company. Shaw Group uses a proprietary disciplined approach. Our focus is on companies that are cheep in relation to their intrinsic value. We have strict requirements on cash-flow/free cash-flow growth, return on equity, return on capital, debt levels and other important financial data. Prudent use of shareholder capital is our primary focus. | SF | |||||||||
| 973 | Sheikh Holdings | Farouq | Sheikh | Non-executive Chairman | 44 170 766-1503 | info@sheikhholdings.co.uk | Metropolitan House (7th Floor), 3 Darkes Lane, Potters Bar | Hertfordshire | EN6 1AG | United Kingdom | Europe | Healthcare, Real Estate, Private Equity | 2.011 | £200M | http://www.sheikhholdings.co.uk/ | Sheikh Holdings is a UK based private family office, founded by Haroon and Farouq Sheikh, which has a diverse and global investment portfolio across a range of sectors. The group strategically invests within a broad mix of asset classes and styles, specifically within Healthcare, Real Estate and Private Equity. | SF | ||||||||
| Sheikh Holdings | Haroon | Sheikh | Non-executive Chairman | 44 170 766-1503 | info@sheikhholdings.co.uk | Metropolitan House (7th Floor), 3 Darkes Lane, Potters Bar | Hertfordshire | EN6 1AG | United Kingdom | Europe | Healthcare, Real Estate, Private Equity | 2.011 | £200M | http://www.sheikhholdings.co.uk/ | Sheikh Holdings is a UK based private family office, founded by Haroon and Farouq Sheikh, which has a diverse and global investment portfolio across a range of sectors. The group strategically invests within a broad mix of asset classes and styles, specifically within Healthcare, Real Estate and Private Equity. | SF | |||||||||
| Sheikh Holdings | Akbar | Sheikh | Chief Executive Officer | 44 170 766-1503 | a.sheikh@sheikhholdings.co.uk | info@sheikhholdings.co.uk | Metropolitan House (7th Floor), 3 Darkes Lane, Potters Bar | Hertfordshire | EN6 1AG | United Kingdom | Europe | Healthcare, Real Estate, Private Equity | 2.011 | £200M | http://www.sheikhholdings.co.uk/ | Sheikh Holdings is a UK based private family office, founded by Haroon and Farouq Sheikh, which has a diverse and global investment portfolio across a range of sectors. The group strategically invests within a broad mix of asset classes and styles, specifically within Healthcare, Real Estate and Private Equity. | SF | ||||||||
| Sheikh Holdings | Ali | Sheikh | Director | 44 170 766-1503 | ali@sheikhholdings.co.uk | info@sheikhholdings.co.uk | Metropolitan House (7th Floor), 3 Darkes Lane, Potters Bar | Hertfordshire | EN6 1AG | United Kingdom | Europe | Healthcare, Real Estate, Private Equity | 2.011 | £200M | http://www.sheikhholdings.co.uk/ | Sheikh Holdings is a UK based private family office, founded by Haroon and Farouq Sheikh, which has a diverse and global investment portfolio across a range of sectors. The group strategically invests within a broad mix of asset classes and styles, specifically within Healthcare, Real Estate and Private Equity. | SF | ||||||||
| 974 | Shepherd Kaplan Krochuk | John | Prescott | Chief Operating Officer & General Counsel | Mobile: (617) 872-4858 | jp@prescott-advisors.com | 94 Valley Street | Duxbury | MA | 02332 | United States of America | North America | The Wharton School, University of Pennsylvania | https://www.linkedin.com/in/john-prescott-18021986/ | Private Equity, Hedge Fund, Alternative Investments, Real Estate | 2.017 | jprescott@malbeccapitalpartners.com | http://www.malbeccapitalpartners.com/ | http://www.prescott-advisors.com/ | Managing Director, Family Office Services for Shepherd Kaplan Krochuk. SKK is one of the largest privately-held wealth management firms in the U.S. As an adjunct component of my family office services, I was involved in providing capital market services for our direct and co-investment alternative investment opportunities. | SF | ||||
| 975 | Shoebox Private Trust Company, LLC | Shelbi | Ruffino | Trust Administrator & Lead Financial Planner | Mobile: (865) 228-1399 | shelbiruffino@gmail.com | 1016 E Weisgarber Rd. | Knoxville | TN | 37909-2669 | United States of America | North America | Haslam College of Business at the University of Tennessee | https://www.linkedin.com/in/shelbidruffino/ | Real Estate | 2.012 | https://www.linkedin.com/in/john-seckman-417189b/ | https://www.linkedin.com/company/shoebox-private-trust-company-llc/ | Shoebox Private Trust Company, a Tennessee-based single family office firm. | SF | |||||
| 976 | 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 | University of Florida | 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 | |||||
| 977 | SilverSea Asset Management Pte Ltd. | Yoad | Reiter | Partner, Relationship Manager | 65 6908 0325 | 65 6908 0369 | yoad.reiter@silverseaam.com | info@silverseaam.com | 3 Temasek Avenue #18-22, Centennial Tower | Singapore | 039190 | Singapore | Asia | Tel Aviv University / The Wharton School | https://www.linkedin.com/in/yoad-reiter-ba86452a/ | Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology | 2.011 | https://www.silverseaam.com/ | Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. | MF | |||||
| SilverSea Asset Management Pte Ltd. | Thomas | Anderegg | Managing Partner, CEO & CIO | 65 6908 0325 | 65 6908 0369 | thomas.anderegg@silverseaam.com | info@silverseaam.com | 3 Temasek Avenue #18-22, Centennial Tower | Singapore | 039190 | Singapore | Asia | University of Applied Sciences, Zurich | https://www.linkedin.com/in/thomas-anderegg-45794617/ | Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology | 2.011 | https://www.silverseaam.com/ | Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. | MF | ||||||
| SilverSea Asset Management Pte Ltd. | Amy | Chung | Partner | 65 6908 0325 | 65 6908 0369 | amy.chung@silverseaam.com | info@silverseaam.com | 3 Temasek Avenue #18-22, Centennial Tower | Singapore | 039190 | Singapore | Asia | Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology | 2.011 | https://www.silverseaam.com/ | Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. | MF | ||||||||
| SilverSea Asset Management Pte Ltd. | Axel | Ritter | Managing Partner & COO | 65 6908 0325 | 65 6908 0369 | axel.ritter@silverseaam.com | info@silverseaam.com | 3 Temasek Avenue #18-22, Centennial Tower | Singapore | 039190 | Singapore | Asia | Hans Beimler OS | https://www.linkedin.com/in/axel-ritter-a6a43838/ | Hedge Funds, UCITS, Real estate, Private Equity, Venture Capital, Alternative Investments, M&A, Corporate Finance, Equity, Debt and Hybrid Products, Structuring, Capital Management, Technology | 2.011 | https://www.silverseaam.com/ | Founded in 2011 SilverSea Asset Management is a Multi-Family Office providing financial services and independent advice to qualified global accredited private clients (HNWI) and family offices. Our expertise in providing independent financial services and advice is strengthened by our resourcefulness and ability to collaborate with professionals across various disciplines to meet the financial needs of our clients. | MF | ||||||
| 978 | Sinclair Family Office | Robert | Sinclair | Chief Investment Officer | Mobile: (514) 771-7023 | robert.g.sinclair@gmail.com | 9955, rue de Châteauneuf, Bureau 220 | Brossard | QC | J4Z 3V6 | Canada | North America | Western Sydney University | https://www.linkedin.com/in/robert-sinclair-456993b/ | (Private & Public), Pension Funds, Private Equity, Development Firms, Hedge Funds, Environmental Scientists, Water, Energy and Resources, Environment, Property and Buildings, Transportation, Digital | 2.018 | robert.g.sinclair@icloud.com | https://www.ghd.com/ | The objective of the SFO is to be opportunistic in our investment scope while preserving the long-term, real purchasing power of assets while providing relatively predictable and growing returns that can be compounded. | SF | |||||
| 979 | Sinding & Co. Family Office | Tor | Dam Sinding | Chief Executive Officer | Direct: 45 30 263 666 | tds@sindingco.dk | Havnegade 2A | Aarhus C | 8000 | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/tor-dam-sinding-36451b2/ | Real Estate | https://www.sindingco.dk/home/family-office/ | https://www.sindingco.dk/ | Sinding & Co. has across 3 generations worked dedicatedly with families with shared assets around investments, risk management and asset optimization within real estate. In our Family Office services, we work to help family members and/or families achieve their long-term goals and ensure a holistic and tailored solution to the overall needs. | MF | |||||||
| Sinding & Co. Family Office | Steen | Kodahl Ledet | Head of Development | Direct: 45 41 222 218 | skl@sindingco.dk | Havnegade 2A | Aarhus C | 8000 | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/steen-kodahl/ | Real Estate | https://www.sindingco.dk/home/family-office/ | https://www.sindingco.dk/ | Sinding & Co. has across 3 generations worked dedicatedly with families with shared assets around investments, risk management and asset optimization within real estate. In our Family Office services, we work to help family members and/or families achieve their long-term goals and ensure a holistic and tailored solution to the overall needs. | MF | ||||||||
| Sinding & Co. Family Office | Flemming | Møgelbjerg Storgaard | Technical Manager | Direct: 45 22 312 482 | fms@sindingco.dk | Havnegade 2A | Aarhus C | 8000 | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/flemming-møgelbjerg-storgaard-83158b11/ | Real Estate | https://www.linkedin.com/company/sinding-gruppen-a-s/ | https://www.sindingco.dk/ | Sinding & Co. has across 3 generations worked dedicatedly with families with shared assets around investments, risk management and asset optimization within real estate. In our Family Office services, we work to help family members and/or families achieve their long-term goals and ensure a holistic and tailored solution to the overall needs. | MF | ||||||||
| 980 | Singularity S.A.M. | Christophe | Schaillee | Chief Executive Officer | alexandra@singularity.mc | alexandra@singularity.mc | Notaire 2, rue Colonel Bellando de Castro | Monte-Carlo | 98000 | Monaco | Europe | Solvay Brussels School of Economics and Management | https://www.linkedin.com/in/schaillee/ | Financial Markets, Private Equity, Real Estate, Contemporary Art | 2.015 | https://www.linkedin.com/in/alexandra-combepine-452b5aa2/ | https://www.linkedin.com/company/singularity-sam/ | Singularity is a single-Family Office based in Monaco for Mr. Henry REY. We are a diverse, passionate, and experienced team dedicated to creating sustainable value for our stakeholders. Our guiding principle is to strictly invest in what we truly understand and where our expertise can create sustainable added value for all. | SF | ||||||
| 981 | Sissa Capital | Carlos | Armando Velazco | Financial Business Analyst | 52 (55) 8421-7735 | info@sissacapital.com | Blvd. Miguel de Cervantes Saavedra 301, Granada, Miguel Hidalgo | Mexico City | 11520 | Mexico | North America | Universidad Peruana de Ciencias Aplicadas | https://www.linkedin.com/in/carlos-armando-velazco-4a579b13/ | Real Estate Construction | https://www.sissacapital.com/ | Sissa Capital is a multi-family office located in Mexico City that focuses on building clients’ financial future. We cater to high-net-worth individuals’ and families’ exclusive requirements to enable growth, preserve value, and unlock new opportunities for their wealth. Within every family, we see the individual with unique aspirations, ambitions, and priorities. Our mission is to make every interest count and implement strategies that are designed to the benefit of every family member. At the same time, we facilitate harmony and positive relationships between the generations and the family as a whole. | MF | ||||||||
| 982 | Snowy Owl Investments, LLC | Laurence | Palestrant | Investor | (480) 360-0001 | info@snowyowlinvestments.com | 4251 N Marshall Way | Scottsdale | AZ | 85251 | United States of America | North America | https://www.linkedin.com/in/laurencepalestrant/ | Commercial Real Estate, Futures & Commodities Trading and Early Stage, Seed Round Investments | 2.011 | http://www.palynatureart.com/ | https://snowyowlinvestments.com/ | Snowy Owl Investments is a private Family Office specializing in commercial real estate, futures & commodities trading and early stage, seed round investments in mission driven, profit with purpose, social entrepreneurs and their companies. | SF | ||||||
| 983 | SNS Setty and Family Office | Sandeep | Setty | Chief Wealth Architect & Single Family Office | Mobile: 91 974 368-3444 | sandeep@sandeepnsetty.com | Arya Hub mal, unit 28, 1st Floor, Hope Farm Junction, Whitefield | Bengaluru | 560055 | India | Asia | UK University | https://www.linkedin.com/in/sandeepnsetty/ | Direct Real Estate Investment | 2.021 | https://twitter.com/sandeepn_setty | https://www.sandeepnsetty.com/ | Family office is a privately held company that handles investment management and wealth management for a single family, with the goal being to effectively grow and transfer wealth across generations. Branding family name. Services offered. 💡 Family Governance 1. Family Council 2. Family Assemblies 3. Family Constitution 💡 Wealth Planning 1. Estate Planning 2. Succession Planning 💡 Wealth Management 1. Investment Strategy 2. Asset Allocation 3. Private Equity 4. Consolidated Reporting 5. Investment Advice 💡 Charity 1. Giving Strategy 2. Grant Making Foundation 💡 Tax Planning 1. Filing Tax Returns 2. Relocation 3. Real Estate Structures 4. Double Tax Planning 💡 Trust And Corporate Services 1. Corporate Incorporation 2. Trust Administration 3. Structures 4. Family Shareholding 5. Nominee Services | SF | ||||||
| 984 | Società Investimenti e Sviluppo (SIS s.r.l.) | Simone | Cimminelli | President | 44 759 768-5011 | rosaria.marano@investimentiesviluppo.eu | Via Carlo Allioni 3 | Torino | 10122 | Italy | Europe | Università degli Studi di Torino | https://www.linkedin.com/in/cimminelli/ | Real Estate | 2.001 | €65M | https://twitter.com/Cimminelli | Former CEO and now president of SIS my family single family office. | SF | ||||||
| Società Investimenti e Sviluppo (SIS s.r.l.) | Rosaria | Marano | Director | 39 79 50 470 018 | rosaria.marano@investimentiesviluppo.eu | Via Carlo Allioni 3 | Torino | 10122 | Italy | Europe | https://www.linkedin.com/in/rosaria-marano-96221074/ | Real Estate | 2.001 | €65M | https://www.linkedin.com/company/societ-investimenti-e-sviluppo/ | Former CEO and now president of SIS my family single family office. | SF | ||||||||
| 985 | Solon Mack Capital LLC | Mark | Lodish | Principal | (203) 863-5500 | IR@mackregroup.com | 60 Columbus Circle, 20th Floor | New York | NY | 10023 | United States of America | North America | University of Pennsylvania / Harvard Business School | https://www.linkedin.com/in/mlodish/ | Real Estate | equity@mackregroup.com | http://www.mackregroup.com/ | Solon Mack, a single family office of the Mack family, which is rooted in real estate. | SF | Greenwich Office: 411 W Putnam Ave. #450 Greenwich, CT 06830-6290 https://www.linkedin.com/company/solon-mack-capital/ | |||||
| Solon Mack Capital LLC | Dana | Pabst | Executive Assistant | (203) 863-5500 | dmp@solonmack.com | 60 Columbus Circle, 20th Floor | New York | NY | 10023 | United States of America | North America | University of Connecticut | https://www.linkedin.com/in/dana-pabst-32b57126/ | Real Estate | http://www.mackregroup.com/ | Solon Mack, a single family office of the Mack family, which is rooted in real estate. | SF | Greenwich Office: 411 W Putnam Ave. #450 Greenwich, CT 06830-6290 https://www.linkedin.com/company/solon-mack-capital/ | |||||||
| 986 | Soter Capital Advisors | Borja | Leguina | CEO & Founder | 41 244 382 230 | info@soter-capital.com | Grand-Rue 23 | Geneva | CH-1204 | Switzerland | Europe | Universidad Complutense de Madrid | https://www.linkedin.com/in/borja-leguina-2700194/ | Art, Real Estate, Alternative Investments, Funds | 2.018 | https://www.linkedin.com/company/soter-capital-advisors/ | https://www.soter-capital.com/ | Soter Capital Advisors is an independent multi-family office, headquartered in Switzerland, advising individuals and families globally. Our roots are firmly entrenched in Switzerland, where our advisors have been working for over 30 years. This highly experienced team of advisors specializes in bespoke, cross-border financial planning and wealth management. Our clients’ goals and requirements are carefully analyzed to create fully integrated and tailored financial solutions. Our success is fully dependent on the performance of our clients’ assets. | MF | ||||||
| 987 | Souter Investments | John | Berthinussen | Investment Director | 44 131 225-7688 | 44 131 225-7369 | john@souterinvestments.com | info@souterinvestments.com | 68-70 George Street, 4th Floor | Edinburgh | EH2 2LR | Scotland | Europe | The University of Edinburgh | https://www.linkedin.com/in/johnberthinussen/ | Consumer Goods, Financial Services, Healthcare, Industrials, Information Technology, Legal and Business Services, Manufacturing, Oil & Gas Services, Property, Publishing, Recruitment, Telecoms, Transport | https://www.souterinvestments.com/ | Souter Investments is the private family investment office of Stagecoach co-founder Sir Brian Souter. The family office still retains a c.14% investment in Stagecoach. We invest in many assets classes, including funds, real estate and quoted markets, however, we primarily focus on Private Equity investments where we can invest either on our own or with co-investment partners. We have invested over £400m in unquoted companies over the last 12 years with over £200m invested in our current private equity portfolio. Our portfolio consists of around 25 businesses varying in size and industry. | SF | ||||||
| Souter Investments | Scott | Mackenzie | Investment Manager | 44 131 225-7688 | 44 131 225-7369 | scott@souterinvestments.com | info@souterinvestments.com | 68-70 George Street, 4th Floor | Edinburgh | EH2 2LR | Scotland | Europe | The University of Edinburgh | https://www.linkedin.com/in/scott-mackenzie-664b373a/ | Consumer Goods, Financial Services, Healthcare, Industrials, Information Technology, Legal and Business Services, Manufacturing, Oil & Gas Services, Property, Publishing, Recruitment, Telecoms, Transport | https://www.souterinvestments.com/ | Souter Investments is the private family investment office of Stagecoach co-founder Sir Brian Souter. The family office still retains a c.14% investment in Stagecoach. We invest in many assets classes, including funds, real estate and quoted markets, however, we primarily focus on Private Equity investments where we can invest either on our own or with co-investment partners. We have invested over £400m in unquoted companies over the last 12 years with over £200m invested in our current private equity portfolio. Our portfolio consists of around 25 businesses varying in size and industry. | SF | |||||||
| Souter Investments | Calum | Cusiter | Investment Director | 44 131 225-7688 | 44 131 225-7369 | calum@souterinvestments.com | info@souterinvestments.com | 68-70 George Street, 4th Floor | Edinburgh | EH2 2LR | Scotland | Europe | The University of Edinburgh | https://www.linkedin.com/in/calum-cusiter-63705268/ | Consumer Goods, Financial Services, Healthcare, Industrials, Information Technology, Legal and Business Services, Manufacturing, Oil & Gas Services, Property, Publishing, Recruitment, Telecoms, Transport | https://www.souterinvestments.com/ | Souter Investments is the private family investment office of Stagecoach co-founder Sir Brian Souter. The family office still retains a c.14% investment in Stagecoach. We invest in many assets classes, including funds, real estate and quoted markets, however, we primarily focus on Private Equity investments where we can invest either on our own or with co-investment partners. We have invested over £400m in unquoted companies over the last 12 years with over £200m invested in our current private equity portfolio. Our portfolio consists of around 25 businesses varying in size and industry. | SF | |||||||
| 988 | South Street Capital | Helen | Macrow | Senior Asset Manager | 44 788 768-6301 | 44 203 819-7631 | helen@southstreetcapital.co.uk | info@southstreetcapital.co.uk | 5 Conduit Street, Mayfair | London | W1S 2XD | United Kingdom | Europe | Private Equity partnership investing in Commercial and Residential Real Estate in the United Kingdom | 2.012 | £8B | https://www.linkedin.com/company/south-street-capital-uk-limited/ | https://www.southstreetcapital.co.uk/ | South Street Capital provides private and institutional clients investing in commercial property in the United Kingdom with asset management and multi-family office services. | MF | |||||
| South Street Capital | Wendell | Harris | Director & Founding Shareholder | 44 783 667-8756 | 44 203 819-7631 | wendell@southstreetcapital.co.uk | info@southstreetcapital.co.uk | 5 Conduit Street, Mayfair | London | W1S 2XD | United Kingdom | Europe | https://www.linkedin.com/in/wendell-harris-047163195/ | Private Equity partnership investing in Commercial and Residential Real Estate in the United Kingdom | 2.012 | £8B | https://www.linkedin.com/company/south-street-capital-uk-limited/ | https://www.southstreetcapital.co.uk/ | South Street Capital provides private and institutional clients investing in commercial property in the United Kingdom with asset management and multi-family office services. | MF | |||||
| South Street Capital | Keith | Holman | Director & Founding Shareholder | 44 777 498-4651 | 44 203 819-7631 | keith@southstreetcapital.co.uk | info@southstreetcapital.co.uk | 5 Conduit Street, Mayfair | London | W1S 2XD | United Kingdom | Europe | Private Equity partnership investing in Commercial and Residential Real Estate in the United Kingdom | 2.012 | £8B | https://www.linkedin.com/company/south-street-capital-uk-limited/ | https://www.southstreetcapital.co.uk/ | South Street Capital provides private and institutional clients investing in commercial property in the United Kingdom with asset management and multi-family office services. | MF | ||||||
| South Street Capital | James | Harrison-Topham | Director and Founding Shareholder | 44 783 170-8181 | 44 203 819-7631 | james@southstreetcapital.co.uk | info@southstreetcapital.co.uk | 5 Conduit Street, Mayfair | London | W1S 2XD | United Kingdom | Europe | University of Reading | https://www.linkedin.com/in/james-harrison-topham-662b961b/ | Private Equity partnership investing in Commercial and Residential Real Estate in the United Kingdom | 2.012 | £8B | https://www.linkedin.com/company/south-street-capital-uk-limited/ | https://www.southstreetcapital.co.uk/ | South Street Capital provides private and institutional clients investing in commercial property in the United Kingdom with asset management and multi-family office services. | MF | ||||
| 989 | Southeastern Trust Company | Bart | Rolen | Chief Executive Officer | brolen@setrustco.com | 1 Union Square, Suite 600 | Chattanooga | TN | 37402 | United States of America | North America | University of Georgia - Terry College of Business | https://www.linkedin.com/in/bart-rolen-7189b612/ | Real Estate | https://www.linkedin.com/company/southeastern-trust-company/ | https://www.setrustco.com/ | Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga and Nashville working with families across the United States. We provide traditional multi-family office services including trust and estate administration, investment management, real estate management, and bill pay services. In addition to typical trust services, we specialize in asset protection trust and special needs trust administration. | MF | |||||||
| Southeastern Trust Company | Teresa | Whitton | President | twhitton@setrustco.com | 1 Union Square, Suite 600 | Chattanooga | TN | 37402 | United States of America | North America | Middle Tennessee State University (MTSU) | https://www.linkedin.com/in/teresa-whitton-cfp®-ctfa-925778a/ | Real Estate | https://www.linkedin.com/company/southeastern-trust-company/ | https://www.setrustco.com/ | Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga and Nashville working with families across the United States. We provide traditional multi-family office services including trust and estate administration, investment management, real estate management, and bill pay services. In addition to typical trust services, we specialize in asset protection trust and special needs trust administration. | MF | ||||||||
| Southeastern Trust Company | Robert | Fell | Managing Director | (404) 995-6095 | rfell@setrustco.com | 1 Union Square, Suite 600 | Chattanooga | TN | 37402 | United States of America | North America | Real Estate | https://www.linkedin.com/company/southeastern-trust-company/ | https://www.setrustco.com/ | Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga and Nashville working with families across the United States. We provide traditional multi-family office services including trust and estate administration, investment management, real estate management, and bill pay services. In addition to typical trust services, we specialize in asset protection trust and special needs trust administration. | MF | |||||||||
| Southeastern Trust Company | Britt | Messer | Chief Investment Officer | bmesser@setrustco.com | 3100 West End Avenue, Suite 860 | Nashville | TN | 37203 | United States of America | North America | Duke University | https://www.linkedin.com/in/britt-messer-5861955/ | Real Estate | https://www.linkedin.com/company/southeastern-trust-company/ | https://www.setrustco.com/ | Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga and Nashville working with families across the United States. We provide traditional multi-family office services including trust and estate administration, investment management, real estate management, and bill pay services. In addition to typical trust services, we specialize in asset protection trust and special needs trust administration. | MF | ||||||||
| 990 | SouthWorth Capital Management, LLC | Ben | Reed | Managing Director | (901) 425-9200 | breed1@me.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | Loyola University New Orleans / University of New Orleans | https://www.linkedin.com/in/ben-reed-61a31018/ | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/in/james-howard-79a34216/ https://www.linkedin.com/in/kirk-johnson-98134210/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | |||||
| SouthWorth Capital Management, LLC | Garland | Robeson IV | Managing Director | (901) 425-9200 | grobeson@southworthcap.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | University of Cincinnati | https://www.linkedin.com/in/garland-f-robeson-iv-50aa325/ | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/company/southworth-capital-management-llc/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | ||||||
| SouthWorth Capital Management, LLC | Kirk | Johnson | Managing Director | (901) 425-9200 | kjohnson@southworthcap.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | Miami University / Indiana University Bloomington | https://www.linkedin.com/in/kirk-johnson-98134210/ | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/company/southworth-capital-management-llc/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | ||||||
| SouthWorth Capital Management, LLC | Jeffrey | Presley | Founder & Principal | (901) 425-9200 | jpresley@southworthcap.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/company/southworth-capital-management-llc/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | ||||||||
| SouthWorth Capital Management, LLC | James | Howard | Executive Managing Director | (901) 425-9200 | jhoward@southworthcap.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | University of Kentucky / University of Colorado Colorado Springs | https://www.linkedin.com/in/james-howard-79a34216/ | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/company/southworth-capital-management-llc/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | ||||||
| SouthWorth Capital Management, LLC | Clayton | Presley | artner | (901) 425-9200 | cpresley@southworthcap.com | 813 Ridge Lake Blvd. | Memphis | TN | 38120 | United States of America | North America | Fogelman College of Business & Economics, University of Memphis | https://www.linkedin.com/in/clayton-presley-2028a0206/ | Distribution, Logistics, Business Services, Auto Body Repair, Landscaping, Heavy Equipment Rental, Retail & Wholesale, Real Estate, Private Equity, Private Investment | 1.998 | https://www.linkedin.com/company/southworth-capital-management-llc/ | https://www.southworthcapitalmanagement.com/ | SouthWorth is a family office that evolved from our experiences owning, managing, and providing financial services for small to midsize companies. Today SouthWorth is actively involved in a variety of industries as diverse as logistics, engineering, and landscaping. Our experience allows us to act on opportunities regardless of the sector they inhabit. We apply our varied sources of capital to partner with proven and talented management teams who are committed to growth. A recurring theme among owners of this size company is the importance of intellectual capital as well as traditional funding. Businesses of this size rarely have the mid-level executive positions to assist with strategic thinking, leaving that on the shoulders of the company’s owners. SouthWorth has developed a network of connections over the years, and we seek to enable our portfolio and client companies to capitalize on our resources. We strive to connect managers of the individual companies with each other to inspire, share, and combine forces to achieve greater levels of success. | SF | ||||||
| 991 | Sowell & Co. | James | Sowell | President | (214) 871-3320 | (214) 871-1620 | jsowell@sowellco.com | 1601 Elm Street, Suite 3500, Thanksgiving Tower | Dallas | TX | 75201 | United States of America | North America | https://www.linkedin.com/in/jim-sowell-b1653395/ | Private Equity, Oil & Gas, Mineral Interests, Existing Production Operations, Real Estate, Retail Parcels, Industrial Sites, Multifamily Tracts and Single-Family Land, Lots | $20M | Sowell & Co. is a privately-held investment company whose partners specialize in their areas of expertise. Sowell & Co. invests its own capital in each venture. Sowell & Co. does not utilize outside investors or a fund, and has no plans to do so. | SF | |||||||
| Sowell & Co. | Kath | Powell | Vice President & Legal Counsel | (214) 871-3320 | (214) 871-1620 | kpowell@sowellco.com | 1601 Elm Street, Suite 3500, Thanksgiving Tower | Dallas | TX | 75201 | United States of America | North America | Private Equity, Oil & Gas, Mineral Interests, Existing Production Operations, Real Estate, Retail Parcels, Industrial Sites, Multifamily Tracts and Single-Family Land, Lots | $20M | Sowell & Co. is a privately-held investment company whose partners specialize in their areas of expertise. Sowell & Co. invests its own capital in each venture. Sowell & Co. does not utilize outside investors or a fund, and has no plans to do so. | SF | |||||||||
| Sowell & Co. | Will | Schramme | Managing Director | (214) 871-3320 | (214) 871-1620 | wschramme@sowellco.com | 1601 Elm Street, Suite 3500, Thanksgiving Tower | Dallas | TX | 75201 | United States of America | North America | Clemson University | https://www.linkedin.com/in/will-schramme-4452038/ | Private Equity, Oil & Gas, Mineral Interests, Existing Production Operations, Real Estate, Retail Parcels, Industrial Sites, Multifamily Tracts and Single-Family Land, Lots | $20M | Sowell & Co. is a privately-held investment company whose partners specialize in their areas of expertise. Sowell & Co. invests its own capital in each venture. Sowell & Co. does not utilize outside investors or a fund, and has no plans to do so. | SF | |||||||
| Sowell & Co. | Stephen | Brown | Managing Director | (214) 871-3320 | (214) 871-1620 | sbrown@sowellco.com | 1601 Elm Street, Suite 3500, Thanksgiving Tower | Dallas | TX | 75201 | United States of America | North America | https://www.linkedin.com/in/stephen-brown-2b933412/ | Private Equity, Oil & Gas, Mineral Interests, Existing Production Operations, Real Estate, Retail Parcels, Industrial Sites, Multifamily Tracts and Single-Family Land, Lots | $20M | Sowell & Co. is a privately-held investment company whose partners specialize in their areas of expertise. Sowell & Co. invests its own capital in each venture. Sowell & Co. does not utilize outside investors or a fund, and has no plans to do so. | SF | ||||||||
| 992 | Spabogruppen AS | Roger | Kopperud | Operations Manager | Direct: 47 9662 6124 | roger@spabo.no | spabo@spabo.no | Postboks 6395 Etterstad | Oslo | NO-0604 | Norway | Europe | Bjørkelangen VGS | https://www.linkedin.com/in/roger-kopperud-836a365b/ | Real Estate | NOK 1.3B | https://www.linkedin.com/in/sigurd-haavik-a7607a4/ | https://www.spabo.no/ | Family holding of the Spandow family. The property division of Spabo is organised through the Spabo Eiendom and the Spabo Næring AS groups. Spabo is a part of the Spabo Group, which is owned by the Spandow family. The Spabo Group had a turnover of 1.3 billion NOK in 2019. | SF | |||||
| Spabogruppen AS | Anne Kari | Søvik | COO & Director Property | Direct: 47 9089 8724 | annekari@spabo.no | spabo@spabo.no | Postboks 6395 Etterstad | Oslo | NO-0604 | Norway | Europe | BI Norwegian Business School | https://www.linkedin.com/in/anne-kari-s%C3%B8vik-0280a05/ | Real Estate | NOK 1.3B | https://www.linkedin.com/in/sigurd-haavik-a7607a4/ | https://www.spabo.no/ | Family holding of the Spandow family. The property division of Spabo is organised through the Spabo Eiendom and the Spabo Næring AS groups. Spabo is a part of the Spabo Group, which is owned by the Spandow family. The Spabo Group had a turnover of 1.3 billion NOK in 2019. | SF | ||||||
| Spabogruppen AS | Rune | Kristiansen | Operation & Maintenance | Direct: 47 9179 7680 | rune@spabo.no | spabo@spabo.no | Postboks 6395 Etterstad | Oslo | NO-0604 | Norway | Europe | New York University | https://www.linkedin.com/in/rune-kristiansen-360664130/ | Real Estate | NOK 1.3B | https://www.linkedin.com/in/sigurd-haavik-a7607a4/ | https://www.spabo.no/ | Family holding of the Spandow family. The property division of Spabo is organised through the Spabo Eiendom and the Spabo Næring AS groups. Spabo is a part of the Spabo Group, which is owned by the Spandow family. The Spabo Group had a turnover of 1.3 billion NOK in 2019. | SF | ||||||
| Spabogruppen AS | Jan | Spandow | Founder & CEO | Direct: 47 9309 7810 | jan@spabo.no | spabo@spabo.no | Postboks 6395 Etterstad | Oslo | NO-0604 | Norway | Europe | University of Bath | https://www.linkedin.com/in/jan-spandow-2783751/ | Real Estate | NOK 1.3B | https://www.linkedin.com/in/sigurd-haavik-a7607a4/ | https://www.spabo.no/ | Family holding of the Spandow family. The property division of Spabo is organised through the Spabo Eiendom and the Spabo Næring AS groups. Spabo is a part of the Spabo Group, which is owned by the Spandow family. The Spabo Group had a turnover of 1.3 billion NOK in 2019. | SF | ||||||
| 993 | SPDG (Société de Participation et de Gestion) | Stephane | Ryelandt | Senior Investment Manager | 32 25 384 380 | sryelandt@hotmail.com | info@spdg.be | Rue de Livourne 41 | Brussels | 1050 | Belgium | Europe | Louvain School of Management | https://www.linkedin.com/in/stephane-ryelandt-5653bb1/ | Intelligent Transport, Smart Cities, Macro Trends, Funds, Real Estate | 1.977 | €700M | https://www.linkedin.com/company/spdg-société-anonyme-de-participation-et-de-gestion/ | https://www.spdg.be/ | SPDG (société anonyme de participation et de gestion) is the holding company of the Périer-D’Ieteren family, owning 25,1% of the D’Ieteren Group (www.dieteren.com). In existence since 1805, and across family generations, D'Ieteren seeks growth and value creation by pursuing a strategy on the long term for its businesses internationally and actively encouraging and supporting them to develop their position as a leader in their industry or in their geographies. The group has been active in the automotive industry for over 200 years and has currently three activities articulated around strong brands. The mission of SPDG is twofold. On the one hand, SPDG takes on the professional management of its strategic shareholding in D’Ieteren. On the other hand, SPDG aims to partner with entrepreneurs in ventures that have sustainable & profitable business models. Ventures that are included in the investment scope are either sustained by macro trends or consist in alternative mobility and smart cities solutions. | SF | ||||
| SPDG (Société de Participation et de Gestion) | Philippe | Mauchard | Chief Investment Officer | 32 25 384 380 | philippe.mauchard@spdg.be | info@spdg.be | Rue de Livourne 41 | Brussels | 1050 | Belgium | Europe | Solvay Brussels School of Economics and Management | https://www.linkedin.com/in/philippe-m-mauchard-61b400/ | Intelligent Transport, Smart Cities, Macro Trends, Funds, Real Estate | 1.977 | €700M | https://www.linkedin.com/company/spdg-société-anonyme-de-participation-et-de-gestion/ | https://www.spdg.be/ | SPDG (société anonyme de participation et de gestion) is the holding company of the Périer-D’Ieteren family, owning 25,1% of the D’Ieteren Group (www.dieteren.com). In existence since 1805, and across family generations, D'Ieteren seeks growth and value creation by pursuing a strategy on the long term for its businesses internationally and actively encouraging and supporting them to develop their position as a leader in their industry or in their geographies. The group has been active in the automotive industry for over 200 years and has currently three activities articulated around strong brands. The mission of SPDG is twofold. On the one hand, SPDG takes on the professional management of its strategic shareholding in D’Ieteren. On the other hand, SPDG aims to partner with entrepreneurs in ventures that have sustainable & profitable business models. Ventures that are included in the investment scope are either sustained by macro trends or consist in alternative mobility and smart cities solutions. | SF | |||||
| SPDG (Société de Participation et de Gestion) | Christine | Boulanger | Executive Assistant | 32 25 384 380 | christine.boulanger@spdg.be | info@spdg.be | Rue de Livourne 41 | Brussels | 1050 | Belgium | Europe | Intelligent Transport, Smart Cities, Macro Trends, Funds, Real Estate | 1.977 | €700M | https://www.linkedin.com/company/spdg-société-anonyme-de-participation-et-de-gestion/ | https://www.spdg.be/ | SPDG (société anonyme de participation et de gestion) is the holding company of the Périer-D’Ieteren family, owning 25,1% of the D’Ieteren Group (www.dieteren.com). In existence since 1805, and across family generations, D'Ieteren seeks growth and value creation by pursuing a strategy on the long term for its businesses internationally and actively encouraging and supporting them to develop their position as a leader in their industry or in their geographies. The group has been active in the automotive industry for over 200 years and has currently three activities articulated around strong brands. The mission of SPDG is twofold. On the one hand, SPDG takes on the professional management of its strategic shareholding in D’Ieteren. On the other hand, SPDG aims to partner with entrepreneurs in ventures that have sustainable & profitable business models. Ventures that are included in the investment scope are either sustained by macro trends or consist in alternative mobility and smart cities solutions. | SF | |||||||
| 994 | Spice Group SA | Isabel | Bailo | Head of Operations | 41 223 187 777 | desk@spice-group.ch | 1 Place du Grand-Mézel | Geneva | CH-1204 | Switzerland | Europe | HEG Université de Genève | https://www.linkedin.com/in/isabel-bailo-9783b5102/ | Private Equity, Venture Capital, Real Estate, Caritative Foundation | 2.013 | https://www.spice-group.ch/ | Spice Group SA, funded in 2013, is a single family office located in Geneva, Switzerland. Spice Group SA allocates its own resources and invests in companies. Our expertise and global network allow us to unlock value in companies or properties by taking an active management role and enhancing the surrounding environment. Organizational structure, management, monitoring, earnings growth and cost control are therefore paramount considerations. We also solicit the expertise of independent specialists, depending on each set of circumstances. Our investments span a wide range of industries around the world in established and growth-oriented businesses alike. Playing a vital role in helping companies realize their growth potential, we uncover value by identifying promising companies. | SF | |||||||
| 995 | 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 | London Metropolitan University | 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 | London Metropolitan University / Harvard Business School Executive Education | 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 | |||||||
| 996 | SPK Advisors | Sam | Jain | Managing Partner | (646) 556-7573 | sam@spkadvisors.com | 135 W 50th Street, Suite 500 | New York | NY | 10020 | United States of America | North America | MIT Sloan School of Management | https://www.linkedin.com/in/samjainceo/ | Equity, Fixed Income, Private Equity, Venture Capital, Real Estate, Special Situations | sam.jain@fareportal.com | https://www.fareportal.com/sam-jain/ | https://spkadvisors.com/ | SPK Advisors is the investment vehicle of a single family office headquartered in Manhattan. We invest in all asset classes taking a disciplined approach that focuses on long term wealth generation for the principals. | SF | |||||
| SPK Advisors | Taylor | Kiviat | VP of Investment Manager | (646) 556-7573 | taylor@spkadvisors.com | 135 W 50th Street, Suite 500 | New York | NY | 10020 | United States of America | North America | The George Washington University School of Business | https://www.linkedin.com/in/tkiviat/ | Equity, Fixed Income, Private Equity, Venture Capital, Real Estate, Special Situations | tkiviat@gmail.com | https://www.linkedin.com/company/spkadvisors/ | https://spkadvisors.com/ | SPK Advisors is the investment vehicle of a single family office headquartered in Manhattan. We invest in all asset classes taking a disciplined approach that focuses on long term wealth generation for the principals. | SF | ||||||
| 997 | 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 | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/marcosmellaoalima/ | Crypto, Coin, Token, Blockchain, Agriculture, Real Estate | https://www.linkedin.com/in/mariaceciliapereira/ | https://www.linkedin.com/company/spmholding/ | SPM Holding is a Single Family Office, which manages investments from the secular legacy, which over generations has been expanding and diversifying its business. We are focused on ensuring the construction of a sustainable future across generations, working to protect, develop and expand the family business legacy. We are committed to generating a positive impact in the environments we are in, whether through good business practices, care for our employees, partners and customers or our long-term responsibility. We want to be a reference in the markets in which we operate. SPM is formed by 03 main areas of activity: Mombuca Agro (agribusiness), MPedra (real estate) and GeraInvest (strategic investments). | SF | ||||||
| 998 | Spring Creek Partners | David | Anderson | Partner | (815) 637-7624 | (815) 637-7629 | david@springcreekpartners.com | 318 Spring Creek Road | Rockford | IL | 61107 | United States of America | North America | Denison University | https://www.linkedin.com/in/david-anderson-a045b17/ | Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing | 2.016 | https://andersongardens.org/ | https://springcreekpartners.com/ | Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. | SF | ||||
| Spring Creek Partners | Kristin | Pecora | Managing Director | (815) 637-7626 | (815) 637-7629 | kpecora@springcreekpartners.com | 318 Spring Creek Road | Rockford | IL | 61107 | United States of America | North America | https://www.linkedin.com/in/kristin-pecora-52310a20/ | Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing | 2.016 | https://springcreekpartners.com/ | Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. | SF | |||||||
| Spring Creek Partners | Dianne | Wells | Chief Financial Officer | (815) 637-7626 | (815) 637-7629 | dianne@springcreekpartners.com | 318 Spring Creek Road | Rockford | IL | 61107 | United States of America | North America | Venture Capital, Venture Funding, Alternative Investments, Fundraising, Real Estate, Technology, Manufacturing | 2.016 | https://springcreekpartners.com/ | Spring Creek Partners is a single-family office that manages a diversified investment portfolio with the goal of achieving superior, long-term, risk-adjusted returns. Spring Creek Partners is the outgrowth of a company formed by three Swedish immigrants in 1915. Anderson Brothers Manufacturing, as the company was known then, grew to be one of the foremost designers and builders of dairy packaging equipment in the world. Anderson Brothers’ machinery included all types of dairy products and frozen snack food fillers and were in production across the United States, Japan, Germany. | SF | ||||||||
| 999 | Spring St. Group | Julius | Peter | Principal | (715) 836-9700 | julius@springstgroup.nyc | info@springstgroup.nyc | 134 Spring St., Suite 304 | New York | NY | 10012 | United States of America | North America | Osmania University | https://www.linkedin.com/in/julius-peter-44b28b/ | Manufacturing, Distribution, Wholesale and Retail of Luxury Consumer Products, Health and Beauty Products, Household Goods, Grocery Products | 2.018 | juliusm1@gmail.com | https://www.linkedin.com/company/spring-st-group/ | https://www.springstgroup.nyc/ | Spring St. Group is a boutique investment firm within a private family office. We are focused on partnering with emerging brands committed to quality, wellness and ingenuity. Our objective is to serve our portfolio companies in a developmental, advisory, and operational management capacity. Our leadership team is comprised of seasoned experts in the fields of finance, marketing, operations and logistics. | SF | |||
| 1.000 | Spruce Street Partners, LLC | David | Connolly | Managing Partner | Direct: (770) 277-6085 | dc@sspartners.net | 5080 Peachtree Blvd., Suite 210 | Atlanta | GA | 30341 | United States of America | North America | https://www.linkedin.com/in/david-connolly-atldevelopment-sprucestreet/ | Commercial Real Estate, Retailers owning Real Estate, Hotels, Resorts, Marinas, Niche Manufacturing, Merchants, Restaurants, Businesses, Residents | https://www.connolly.co.com/ | https://sspartners.net/ | Spruce Street Partners is a multi-generation family office that seeks to make control investments in established lower-middle market businesses with outsized long-term potential. Together with management, we fundamentally improve business operations and accelerate growth with a long-term perspective. We have a 50-year history and make each investment with the next 50 years in mind. | MF | |||||||
| Spruce Street Partners, LLC | Meghan | Connolly Schmidt | Managing Partner | Direct: (770) 277-6086 | ms@connolly.co.com | 5080 Peachtree Blvd., Suite 210 | Atlanta | GA | 30341 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/meghan-connolly-schmidt-04784152/ | Commercial Real Estate, Retailers owning Real Estate, Hotels, Resorts, Marinas, Niche Manufacturing, Merchants, Restaurants, Businesses, Residents | https://www.connolly.co.com/ | https://sspartners.net/ | Spruce Street Partners is a multi-generation family office that seeks to make control investments in established lower-middle market businesses with outsized long-term potential. Together with management, we fundamentally improve business operations and accelerate growth with a long-term perspective. We have a 50-year history and make each investment with the next 50 years in mind. | MF | |||||||
| Spruce Street Partners, LLC | Amy | Wells | Vice President of Development & Acquisitions | (770) 277-6085 | aw@sspartners.net | 5080 Peachtree Blvd., Suite 210 | Atlanta | GA | 30341 | United States of America | North America | Commercial Real Estate, Retailers owning Real Estate, Hotels, Resorts, Marinas, Niche Manufacturing, Merchants, Restaurants, Businesses, Residents | https://www.linkedin.com/company/spruce-street-partners/ | https://sspartners.net/ | Spruce Street Partners is a multi-generation family office that seeks to make control investments in established lower-middle market businesses with outsized long-term potential. Together with management, we fundamentally improve business operations and accelerate growth with a long-term perspective. We have a 50-year history and make each investment with the next 50 years in mind. | MF | |||||||||
| 1.001 | Spudy Family Office GmbH & Co. | Jens | Spudy | Founder & Managing Partner | 49 403 232 961 | 49 403 232-9632 | jens.spudy@spudy.com | spudy@spudy-invest.com | Mauerkircherstraße 3 | Munich | 81679 | Germany | Europe | Kiel University | https://www.linkedin.com/in/jens-spudy-2a192864/ | Real Estate and Corporate Investments | 1.994 | $11B | spudy@spudy.de, jspudy@spudy-beteiligung.com | https://spudy.com/ | https://spudy.com/spudy_family_office_start.html | Spudy & Co. Family Office It is today regarded as the largest independent multi-client family office in Europe. | MF | ||
| 1.002 | Square Capital, LLP | Hugues | Decobert | Co-Founder & CEO | 44 207 406-3288 | 44 207 406-3289 | hd@squarecapital.co.uk | info@squarecapital.co.uk | 1, Cork Street Mews | London | W1S 3BL | United Kingdom | Europe | Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/hugues-decobert-b185448/ | Funds, Hedge Funds, Commodities, Real Estate, Private Equity. | 2.007 | €1.5B | https://www.linkedin.com/company/square-capital-llp/ | https://www.squarecapitalgroup.com/ | years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. | MF | 33 1 42 25 16 33 Email: sc-contact@squarecapital.co.uk | ||
| Square Capital, LLP | Jacques | Benhamou | Co-Founder & CIO | 44 207 406-3288 | 44 207 406-3289 | jb@squarecapital.co.uk | info@squarecapital.co.uk | 1, Cork Street Mews | London | W1S 3BL | United Kingdom | Europe | https://www.linkedin.com/in/jacques-benhamou-9ba8755/ | Funds, Hedge Funds, Commodities, Real Estate, Private Equity. | 2.007 | €1.5B | https://www.linkedin.com/company/square-capital-llp/ | https://www.squarecapitalgroup.com/ | years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. | MF | 33 1 42 25 16 33 Email: sc-contact@squarecapital.co.uk | ||||
| Square Capital, LLP | Matthieu | Giudicelli | Investment Associate | 44 207 406-3288 | 44 207 406-3289 | mg@squarecapital.co.uk | info@squarecapital.co.uk | 1, Cork Street Mews | London | W1S 3BL | United Kingdom | Europe | Hankuk University of Foreign Studies | https://www.linkedin.com/in/matthieu-giudicelli-cfa-b4877823/ | Funds, Hedge Funds, Commodities, Real Estate, Private Equity. | 2.007 | €1.5B | https://www.linkedin.com/company/square-capital-llp/ | https://www.squarecapitalgroup.com/ | years of experience in investment banking, including over 30 years spent at Goldman Sachs Asset Management. | MF | 33 1 42 25 16 33 Email: sc-contact@squarecapital.co.uk | |||
| 1.003 | Square Deal Capital, Inc. | Rob | McLaughlin | Managing Partner | (405) 256-4200 | rmclaughlin@squaredealcapital.com | info@squaredealcapital.com | 6824 N. Robinson Ave. | Oklahoma City | OK | 73116 | United States of America | North America | Texas Christian University - M.J. Neeley School of Business | https://www.linkedin.com/in/rob-mclaughlin-774b5315/ | Equity Asset Managers, Income Oriented Real Estate, Private Equity Acquisitions, and Real Estate Development. | 2.013 | http://www.mclaughlinfamilyfoundation.org/ | https://www.squaredealcapital.com/ | Oklahoma City based Square Deal Capital is a single family office that manages the investments for the McLaughlin Family. | SF | ||||
| Square Deal Capital, Inc. | Melissa | Cowan | Senior Associate | (405) 256-4200 | mcowan@squaredealcapital.com | info@squaredealcapital.com | 6824 N. Robinson Ave. | Oklahoma City | OK | 73116 | United States of America | North America | Metropolitan State University of Denver | https://www.linkedin.com/in/melissa-cowan-7469411a/ | Equity Asset Managers, Income Oriented Real Estate, Private Equity Acquisitions, and Real Estate Development. | 2.013 | http://www.mclaughlinfamilyfoundation.org/ | https://www.squaredealcapital.com/ | Oklahoma City based Square Deal Capital is a single family office that manages the investments for the McLaughlin Family. | SF | |||||
| Square Deal Capital, Inc. | Jon | McNaught | General Counsel & Director | (405) 256-4200 | jmcnaught@squaredealcapital.com | info@squaredealcapital.com | 6824 N. Robinson Ave. | Oklahoma City | OK | 73116 | United States of America | North America | University of Oklahoma | https://www.linkedin.com/in/jon-mcnaught-b5a58871/ | Equity Asset Managers, Income Oriented Real Estate, Private Equity Acquisitions, and Real Estate Development. | 2.013 | http://www.mclaughlinfamilyfoundation.org/ | https://www.squaredealcapital.com/ | Oklahoma City based Square Deal Capital is a single family office that manages the investments for the McLaughlin Family. | SF | |||||
| Square Deal Capital, Inc. | Grant | Rohlmeier | Director of Operations | (405) 256-4200 | grohlmeier@squaredealcapital.com | info@squaredealcapital.com | 6824 N. Robinson Ave. | Oklahoma City | OK | 73116 | United States of America | North America | University of Central Oklahoma | https://www.linkedin.com/in/grant-rohlmeier-510a388a/ | Equity Asset Managers, Income Oriented Real Estate, Private Equity Acquisitions, and Real Estate Development. | 2.013 | http://www.mclaughlinfamilyfoundation.org/ | https://www.squaredealcapital.com/ | Oklahoma City based Square Deal Capital is a single family office that manages the investments for the McLaughlin Family. | SF | |||||
| 1.004 | SRS Family Office Partners, LLC | David | Parker | Co-Founder & CEO | (801) 225-9990 | dparker@srscapital.us | 5152 Edgewood Drive, Suite 375 | Provo | UT | 84604 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/srscapitalpartners/ | Marketable Securities, Direct Private Equity and Real Estate | 2.015 | $1.6B | https://www.linkedin.com/company/srs-family-office-partners/ | The SRS Multi-Family Office is a holistic full-balance-sheet wealth and asset management solution that is individually customized for the maintenance of your family-defined lifestyle and goals. | MF | |||||
| 1.005 | Stable Road Capital | Pablo | Rendon | Director of Operations | (833) 478-2253 | pablo@stableroadcapital.com | 600 Stable Rd. | Paia | HI | 96779 | United States of America | North America | Florida International University | https://www.linkedin.com/in/pablo-rendon-489a3384/ | Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds | 2.017 | https://www.stableroadcapital.com/ | Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. | SF | ||||||
| Stable Road Capital | Edward | Freedman | Founder & Chairman | (833) 478-2253 | ed@stableroadcapital.com | 600 Stable Rd. | Paia | HI | 96779 | United States of America | North America | https://www.linkedin.com/in/edward-freedman-1354659b/ | Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds | 2.017 | ed@stableroadcapital.com | https://www.stableroadcapital.com/ | Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. | SF | |||||||
| Stable Road Capital | Emily | Murphy | Accounting Manager | (833) 478-2253 | emily@stableroadcapital.com | 600 Stable Rd. | Paia | HI | 96779 | United States of America | North America | Bridgewater State University | https://www.linkedin.com/in/emilyannemurphy/ | Public Securities, Private Credit, Private Equity, Real Estate, Venture Capital, Cannabis, Hedge Funds | 2.017 | https://www.stableroadcapital.com/ | Stable Road Capital is a single family office employing an opportunistic approach to fundamental value investing, and our foundation invests in the well-being of our community. Focuses on acquiring and investing in high quality operating businesses, assets and funds. All of our investments must meet a 3-tiered mandate that includes capital preservation, current yield and risk-adjusted total returns. | SF | |||||||
| 1.006 | Stark Networks HK | James | Wearing-Smith | Founder & President | 852 8169 4225 | 852 8169 4225 | office@starknetworks.ch | Haipong Mansion, Flat Rm 311, 3rd Floor, 101 Nathan Road, Tsim Sha Tsui | Kowloon | Hong Kong | Asia | The University of Western Australia | https://www.linkedin.com/in/jameswith/ | Technology, Real Estate, IT, Networks, AI, Investments, VC, PE, Trade | 2.017 | https://www.linkedin.com/company/stark-networks-ag/ | https://starknetworks.ch/ | Stark Networks is a Single Family Office, registered in Hong Kong being focused on Investment Property and Technology. | SF | ||||||
| 1.007 | Stephens Capital Partners | Kevin | Wilcox | Managing Director | Direct: (501) 377-2068 | (501) 377-2000 | kwilcox@stephens.com | familyadvisoryservices@stephens.com | 111 Center Street | Little Rock | AR | 72201 | United States of America | North America | Private Equity, Real Estate | 1.992 | https://www.linkedin.com/company/stephens-inc-/ | https://www.stephens.com/ | Stephens Capital Partners, a single-family office that oversees the wealth of businessman Warren Stephens. | SF | |||||
| Stephens Capital Partners | Warren | Stephens | Chairman, President & CEO | Direct: (501) 377-8361 | (501) 377-2000 | wstephens@stephens.com | familyadvisoryservices@stephens.com | 111 Center Street | Little Rock | AR | 72201 | United States of America | North America | Private Equity, Real Estate | 1.992 | https://www.linkedin.com/company/stephens-inc-/ | https://www.stephens.com/ | Stephens Capital Partners, a single-family office that oversees the wealth of businessman Warren Stephens. | SF | ||||||
| 1.008 | Steyn Group | Steven | Cooney | Chief Operating Officer | steven.cooney@steyngroup.com | 1729 Abbot Kinney Blvd. | Venice | CA | 90291 | United States of America | North America | University of Virginia / University of Cambridge | https://www.linkedin.com/in/steven-cooney/ | Real Estate, Private Equity, Venture Capital | 2.013 | scooney@steyngroup.com, steven@steyngroup.com | https://www.linkedin.com/company/steyn-group/ | https://www.steyngroup.com/ | Steyn Group is a global single family office platform that specializes in private market investments. We provide infrastructure and zero time preference capital to seed, support and scale emerging investment managers and operating businesses. At Steyn Group we are deeply committed to having a meaningful and positive impact on the world through everything we do, from our commercial investments to our philanthropic activities. Our long-term and flexible investment mandate enables us to align ourselves with others to explore opportunities on a global basis. To that end, over the past decade, we have built investment and operating platforms in the United Kingdom, United States, and South Africa. Our approach is simple, we partner with best-in-class investors and operators and empower them through our infrastructure and capital to realise their potential and maximise value creation. We believe in the power of continuous learning, embrace innovative thinking, and prioritize maintaining the highest standards of ethics and integrity in all we do. If you share similar values and are interested in discovering more about our approach, we enjoy meeting new individuals and exploring ways to collaborate. | SF | |||||
| Steyn Group | Randy | Acres | Non-Executive Director | randy.acres@steyngroup.com | 1729 Abbot Kinney Blvd. | Venice | CA | 90291 | United States of America | North America | Haslam College of Business at the University of Tennessee | https://www.linkedin.com/in/randy-acres-685bab7/ | Real Estate, Private Equity, Venture Capital | 2.013 | racres@steyngroup.com, randy@steyngroup.com | https://www.linkedin.com/company/steyn-group/ | https://www.steyngroup.com/ | Steyn Group is a global single family office platform that specializes in private market investments. We provide infrastructure and zero time preference capital to seed, support and scale emerging investment managers and operating businesses. At Steyn Group we are deeply committed to having a meaningful and positive impact on the world through everything we do, from our commercial investments to our philanthropic activities. Our long-term and flexible investment mandate enables us to align ourselves with others to explore opportunities on a global basis. To that end, over the past decade, we have built investment and operating platforms in the United Kingdom, United States, and South Africa. Our approach is simple, we partner with best-in-class investors and operators and empower them through our infrastructure and capital to realise their potential and maximise value creation. We believe in the power of continuous learning, embrace innovative thinking, and prioritize maintaining the highest standards of ethics and integrity in all we do. If you share similar values and are interested in discovering more about our approach, we enjoy meeting new individuals and exploring ways to collaborate. | SF | ||||||
| Steyn Group | Pietie | Olivier | Chief Financial Officer | pietie.olivier@steyngroup.com | 1729 Abbot Kinney Blvd. | Venice | CA | 90291 | United States of America | North America | University of Cape Town / Saïd Business School, University of Oxford | https://www.linkedin.com/in/pietieolivier/ | Real Estate, Private Equity, Venture Capital | 2.013 | polivier@steyngroup.com, pietie@steyngroup.com | https://www.linkedin.com/company/steyn-group/ | https://www.steyngroup.com/ | Steyn Group is a global single family office platform that specializes in private market investments. We provide infrastructure and zero time preference capital to seed, support and scale emerging investment managers and operating businesses. At Steyn Group we are deeply committed to having a meaningful and positive impact on the world through everything we do, from our commercial investments to our philanthropic activities. Our long-term and flexible investment mandate enables us to align ourselves with others to explore opportunities on a global basis. To that end, over the past decade, we have built investment and operating platforms in the United Kingdom, United States, and South Africa. Our approach is simple, we partner with best-in-class investors and operators and empower them through our infrastructure and capital to realise their potential and maximise value creation. We believe in the power of continuous learning, embrace innovative thinking, and prioritize maintaining the highest standards of ethics and integrity in all we do. If you share similar values and are interested in discovering more about our approach, we enjoy meeting new individuals and exploring ways to collaborate. | SF | ||||||
| 1.009 | Stillwater LLC | Adam | Fried | Advisor | Office: (212) 940-9600, Mobile: (973) 464-5202 | afried@thekfund.com | Carnegie Hall Tower, 152 W 57th Street, 7th Floor | New York | NY | 10019 | United States of America | North America | Columbia University | https://www.linkedin.com/in/adamjfried/ | Technology, Healthcare, Natural Resources, Consumer Products, Restaurants, Real Estate, Shipping | https://www.thekfund.com/ | Stillwater LLC, a NYC based single family office. Stillwater invests directly across asset classes and industries from early stage to mature operating business including growth equity, value businesses and real estate. Stillwater will make both active and passive and control and non-control investments. | SF | 655 Madison Ave. New York, NY 10065 | ||||||
| 1.010 | Stonehage Fleming Family & Partners Limited | Andrew | Nolan | Executive Director | 44 207 087-0000 | 44 207 087-0001 | andrew.nolan@stonehage.com | info@stonehage.com | 15 Suffolk Street | London | SW1Y 4HG | United Kingdom | Europe | https://www.linkedin.com/in/andrew-nolan-84247a22/ | Private Equity, Real Estate, Hedge Funds | 1.976 | $21B | enquiries@ffandp.com | https://www.linkedin.com/company/stonehagefleming/ | https://www.stonehagefleming.com/ | Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. | MF | |||
| Stonehage Fleming Family & Partners Limited | Ezra | Sofer | Partner | 44 207 087-0000 | 44 207 087-0001 | ezra.sofer@stonehage.com | info@stonehage.com | 15 Suffolk Street | London | SW1Y 4HG | United Kingdom | Europe | https://www.linkedin.com/in/ezra-sofer-0544a62a/ | Private Equity, Real Estate, Hedge Funds | 1.976 | $21B | ezra.sofer@stonehagefleming.com | https://www.linkedin.com/company/stonehagefleming/ | https://www.stonehagefleming.com/ | Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. | MF | ||||
| Stonehage Fleming Family & Partners Limited | Frank | Silk | Executive Director | 44 207 087-0000 | 44 207 087-0001 | fran.silk@stonehage.com | info@stonehage.com | 15 Suffolk Street | London | SW1Y 4HG | United Kingdom | Europe | Private Equity, Real Estate, Hedge Funds | 1.976 | $21B | enquiries@ffandp.com | https://www.linkedin.com/company/stonehagefleming/ | https://www.stonehagefleming.com/ | Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. | MF | |||||
| Stonehage Fleming Family & Partners Limited | Helen | Loring | Investment Manager | 44 207 087-0000 | 44 207 087-0001 | helen.loring@ffandp.com | info@stonehage.com | 15 Suffolk Street | London | SW1Y 4HG | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/helen-loring-b285854/ | Private Equity, Real Estate, Hedge Funds | 1.976 | $21B | helen.loring@stonehagefleming.com | https://www.linkedin.com/company/stonehagefleming/ | https://www.stonehagefleming.com/ | Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. | MF | |||
| Stonehage Fleming Family & Partners Limited | Jamie | Astbury | Client Relationship Management | 44 207 087-0000 | 44 207 087-0001 | jamie.astbury@ffandp.com | info@stonehage.com | 15 Suffolk Street | London | SW1Y 4HG | United Kingdom | Europe | Brunel University London | https://www.linkedin.com/in/jamie-astbury-9822266/ | Private Equity, Real Estate, Hedge Funds | 1.976 | $21B | enquiries@ffandp.com | https://www.linkedin.com/company/stonehagefleming/ | https://www.stonehagefleming.com/ | Fleming Family & Partners is a leading multi-family office and asset management firm with approximately £4bn under management. | MF | |||
| 1.011 | Stonehill, LLC | Ari | Steinberg | President | (702) 290-8257 | ari@stonehillam.com | 7400 East Crestline Circle, Suite 250 | Greenwood Village | CO | 80111 | United States of America | North America | Healthcare, Real Estate, Alternative Investments | ari@highlinepg.com | https://www.stonehillam.com/ | Stonehill is a diversified single family office for the Steinberg Family based in Las Vegas, NV with holdings in healthcare, real estate, and investment opportunities.Collectively, these three Real Estate Family Offices share over centuries of real estate experience. | SF | ||||||||
| Stonehill, LLC | Jonathan | Fragoso | Founding Partner & Chief Investment Officer | (702) 290-8257 | jonathan@stonehillam.com | 7301 Peak Dr., Suite 200 | Las Vegas | NV | 89128 | United States of America | North America | University of Nevada-Las Vegas | https://www.linkedin.com/in/jonathan-fragoso-a6874726/ | Healthcare, Real Estate, Alternative Investments | https://www.stonehillam.com/ | Stonehill is a diversified single family office for the Steinberg Family based in Las Vegas, NV with holdings in healthcare, real estate, and investment opportunities.Collectively, these three Real Estate Family Offices share over centuries of real estate experience. | SF | ||||||||
| 1.012 | STRAT&Fi | Alexandre | Jaubert | CEO & Founder | 33 173 042 837 | 33 142 861 137 | ajaubert@stratefi.com | contact@stratefi.com | 7 rue de Penthièvre | Paris | 75008 | France | Europe | https://www.linkedin.com/in/alexandre-jaubert-37b73817/ | Private Equity and Real Estate | 2.001 | gestion-privee@stratefi.com | https://www.linkedin.com/company/strat-&-fi/ | https://stratefi.com/ | Created in 2001 by Alexandre Jaubert, it is joined in 2009 by Guillaume Lange to transform the company into a model of Multi-Family Office. Strat & Fi focuses on three asset management activities: asset management consulting, investment solutions in France and Luxembourg, and the creation and marketing of real estate tax exemption solutions. | MF | ||||
| STRAT&Fi | Andrew | Leib | Private Banker & Financial Planner | 33 173 042 837 | 33 142 861 137 | aleib@stratefi.com | contact@stratefi.com | 7 rue de Penthièvre | Paris | 75008 | France | Europe | UNIVERSITE D'AUVERGNE | https://www.linkedin.com/in/andrew-leib-00163b15/ | Private Equity and Real Estate | 2.001 | gestion-privee@stratefi.com | https://www.linkedin.com/company/strat-&-fi/ | https://stratefi.com/ | Created in 2001 by Alexandre Jaubert, it is joined in 2009 by Guillaume Lange to transform the company into a model of Multi-Family Office. Strat & Fi focuses on three asset management activities: asset management consulting, investment solutions in France and Luxembourg, and the creation and marketing of real estate tax exemption solutions. | MF | ||||
| STRAT&Fi | Charlotte | Donahue | Family Officer | 33 173 042 837 | 33 142 861 137 | cdonahue@stratefi.com | contact@stratefi.com | 7 rue de Penthièvre | Paris | 75008 | France | Europe | Université Paris Dauphine - PSL | https://www.linkedin.com/in/charlottedonahue/ | Private Equity and Real Estate | 2.001 | gestion-privee@stratefi.com | https://www.linkedin.com/company/strat-&-fi/ | https://stratefi.com/ | Created in 2001 by Alexandre Jaubert, it is joined in 2009 by Guillaume Lange to transform the company into a model of Multi-Family Office. Strat & Fi focuses on three asset management activities: asset management consulting, investment solutions in France and Luxembourg, and the creation and marketing of real estate tax exemption solutions. | MF | ||||
| STRAT&Fi | Caroline | Tauveron | Wealth Management Advisor | 33 173 042 837 | 33 142 861 137 | ctauveron@stratefi.com | contact@stratefi.com | 7 rue de Penthièvre | Paris | 75008 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/caroline-tauveron-rey-69183646/ | Private Equity and Real Estate | 2.001 | gestion-privee@stratefi.com | https://www.linkedin.com/company/strat-&-fi/ | https://stratefi.com/ | Created in 2001 by Alexandre Jaubert, it is joined in 2009 by Guillaume Lange to transform the company into a model of Multi-Family Office. Strat & Fi focuses on three asset management activities: asset management consulting, investment solutions in France and Luxembourg, and the creation and marketing of real estate tax exemption solutions. | MF | ||||
| STRAT&Fi | Guillaume | Lange | Chief Executive Officer | 33 173 042 837 | 33 142 861 137 | glange@stratefi.com | contact@stratefi.com | 7 rue de Penthièvre | Paris | 75008 | France | Europe | Northwestern University - Kellogg School of Management | https://www.linkedin.com/in/guillaumelange/ | Private Equity and Real Estate | 2.001 | gestion-privee@stratefi.com | https://www.linkedin.com/company/strat-&-fi/ | https://stratefi.com/ | Created in 2001 by Alexandre Jaubert, it is joined in 2009 by Guillaume Lange to transform the company into a model of Multi-Family Office. Strat & Fi focuses on three asset management activities: asset management consulting, investment solutions in France and Luxembourg, and the creation and marketing of real estate tax exemption solutions. | MF | ||||
| 1.013 | Studer Family Office AG | Amanda | Schwegler | Chief Financial Officer | 41 415 538 978 | amanda.schwegler@studerfamilyoffice.com | info@studerfamilyoffice.com | Churerstrasse 25 | Pfäffikon | 8808 | Switzerland | Europe | https://www.linkedin.com/in/amanda-schwegler-334bb2150/ | Classic Investments, Structured Finance / Products, Project Finance, Private Equity, Real Estate, Digital Assets | 2.019 | https://www.linkedin.com/company/studerfamilyoffice/ | https://www.studerfamilyoffice.com/ | Studer Family Office manages and invests the assets of the Studer family and dear friends. We secure our assets holistically and yield-oriented for our future generations. We are an independent, entrepreneurial investor which realizes potential in private markets by financing and developing great companies as well as promising real estate opportunities. We provide capital, operational experience, and a network to both growth companies and established businesses looking for a strong financial partner.We are independent in spirit and action and promote a positive impact on society and the environment. | SF | ||||||
| Studer Family Office AG | Dragan | Zagorac | Head Investments | 41 415 538 978 | dragan.zagorac@studerfamilyoffice.com | info@studerfamilyoffice.com | Churerstrasse 25 | Pfäffikon | 8808 | Switzerland | Europe | Coventry University | https://www.linkedin.com/in/dragan-zagorac-cfa-241a7178/ | Classic Investments, Structured Finance / Products, Project Finance, Private Equity, Real Estate, Digital Assets | 2.019 | https://www.linkedin.com/company/studerfamilyoffice/ | https://www.studerfamilyoffice.com/ | Studer Family Office manages and invests the assets of the Studer family and dear friends. We secure our assets holistically and yield-oriented for our future generations. We are an independent, entrepreneurial investor which realizes potential in private markets by financing and developing great companies as well as promising real estate opportunities. We provide capital, operational experience, and a network to both growth companies and established businesses looking for a strong financial partner.We are independent in spirit and action and promote a positive impact on society and the environment. | SF | ||||||
| Studer Family Office AG | Roger | Studer | Chairman & CEO | 41 415 538 978 | roger.studer@studerfamilyoffice.com | info@studerfamilyoffice.com | Churerstrasse 25 | Pfäffikon | 8808 | Switzerland | Europe | University of Rochester - Simon Business School | https://www.linkedin.com/in/roger-studer/ | Classic Investments, Structured Finance / Products, Project Finance, Private Equity, Real Estate, Digital Assets | 2.019 | https://www.linkedin.com/company/studerfamilyoffice/ | https://www.studerfamilyoffice.com/ | Studer Family Office manages and invests the assets of the Studer family and dear friends. We secure our assets holistically and yield-oriented for our future generations. We are an independent, entrepreneurial investor which realizes potential in private markets by financing and developing great companies as well as promising real estate opportunities. We provide capital, operational experience, and a network to both growth companies and established businesses looking for a strong financial partner.We are independent in spirit and action and promote a positive impact on society and the environment. | SF | ||||||
| 1.014 | Studio Guzzi Family Office | Davide | Guzzi | Senior Partner | 39 240 303 288 | 39 248 702 582 | d.guzzi@studioguzzi.it | segreteria@studioguzzi.it | Via Verdi, 6 | Milan | 20123 | Italy | Europe | https://www.linkedin.com/in/davide-guzzi-41166828/ | Private Equity, Real Estate, Hedge Funds and Endowment Funds | 1.997 | segreteria@studioguzzi.it | https://studioguzzi.it/ | Studio Guzzi is an independent multi-family office, active for over 40 years in the Milan. | MF | |||||
| 1.015 | Sturgeon Ventures LLP | Alexandra | Brown | Executive Personal Assistant | 44 203 167-4625 | 44 203 195-1159 | ab@sturgeonventures.com | info@sturgeonventures.com | Linstead House, 9 Disraeli Road | London | SW15 2DR | United Kingdom | Europe | https://www.linkedin.com/in/alexandra-brown-8109ba59/ | Real Estate, Alternative Investments, Venture Capital, Private Equity | 1.998 | $228M | advice@sturgeonventures.com, obi@sturgeonventures.com | https://www.linkedin.com/company/sturgeon-ventures-llp---regulatory-umbrella | http://www.sturgeonventures.com/ | Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm. The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. | MF | |||
| Sturgeon Ventures LLP | Seonaid | Mackenzie | Founder Partner | Mobile: 44 793 925-2477 | 44 203 195-1159 | sm@sturgeonventures.com | info@sturgeonventures.com | Linstead House, 9 Disraeli Road | London | SW15 2DR | United Kingdom | Europe | https://www.linkedin.com/in/seonaid-pronounce-shona-mackenzie-fcsi-6169754/ | Real Estate, Alternative Investments, Venture Capital, Private Equity | 1.998 | $228M | Skype: seonaid.mackenzie | http://www.sturgeonventures.com/ | Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm. The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. | MF | |||||
| Sturgeon Ventures LLP | Tim | Peppiatt | Portfolio Manager & Investment Committee Member | 44 203 167-4625 | 44 203 195-1159 | tp@sturgeonventures.com | info@sturgeonventures.com | Linstead House, 9 Disraeli Road | London | SW15 2DR | United Kingdom | Europe | London Business School | https://www.linkedin.com/in/tim-peppiatt-472b81/ | Real Estate, Alternative Investments, Venture Capital, Private Equity | 1.998 | $228M | tim@tpandsw.com | http://www.tpandsw.com/ https://maketorent.com/ | http://www.sturgeonventures.com/ | Sturgeon Ventures was born as a single family office in 1998 regulated by the UK's Financial Conduct Authority (FCA), now as a Multi Family Office and and SEC Registered Advisory firm. The Partners love of being involved in the growth and nurturing of private company investments led to the creation of an incubator. Initially there was no sector focus; in 1999 some sectors took the lead focus. These included financial services and well-being. Sturgeon Ventures is the most established Regulatory Incubator known by some as a Regulated Umbrella or Hosting Platform or Regulated Hosting firm. | MF | |||
| 1.016 | Sumus Capital | Luca | Parmeggiani | Chief Executive Officer | 41 225 522 581 | 41 227 310 471 | luca@sumuscapital.com | info@sumuscapital.com | Rue du Général-Dufour 11 | Geneva | CH-1204 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/parmeggiani-luca-4176848/ | Private Equity Funds, Real Estate and Alternative Investment Funds | 2.015 | CHF 633.4M | https://www.linkedin.com/company-beta/10516680/ | https://sumuscapital.com/ | Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is a Multi-Family Office based in Geneva, Switzerland. Sumus Capital manages the wealth of its clients using a 360°approach, including all services that they may need. | MF | |||
| Sumus Capital | Andrea | Zuccheri | Partner & CIO | 41 225 522 581 | 41 227 310 471 | andrea@sumuscapital.com | info@sumuscapital.com | Rue du Général-Dufour 11 | Geneva | CH-1204 | Switzerland | Europe | https://www.linkedin.com/in/andrea-zuccheri-phd-cfa-caia-a65b8a110/ | Private Equity Funds, Real Estate and Alternative Investment Funds | 2.015 | CHF 633.4M | https://www.linkedin.com/company-beta/10516680/ | https://sumuscapital.com/ | Created in 2015 aiming to offer long-term and stable performances, Sumus Capital is a Multi-Family Office based in Geneva, Switzerland. Sumus Capital manages the wealth of its clients using a 360°approach, including all services that they may need. | MF | |||||
| 1.017 | Sunrise Capital Partners LLC | Rick | Slaughter | Partner | (858) 259-9811 | rslaughter@sunrisecapital.com | info@sunrisecapital.com | 1919 14th Street, Suite 700 | Boulder | CO | 80302 | United States of America | North America | https://www.linkedin.com/in/rick-slaughter-713a7aa/ | Real Estate | 1.980 | https://www.linkedin.com/company/sunrise-capital-partners-llc/ | https://www.snrzcptl.com/ | Sunrise Capital Partners is a Multi-Family Office. Sunrise has been a pioneering alternative asset management firm for over 40 years and now operates as a multi-family office. Sunrise runs a host of proprietary quantitative investment strategies and also invests across a range of traditional and alternative opportunities. | MF | |||||
| Sunrise Capital Partners LLC | Chad | Slaughter | Director of Research & Development | (858) 259-9811 | cslaughter@sunrisecapital.com | info@sunrisecapital.com | 1919 14th Street, Suite 700 | Boulder | CO | 80302 | United States of America | North America | UC San Diego | https://www.linkedin.com/in/chad-slaughter-2606834/ | Real Estate | 1.980 | chad@sunrisecapital.com | https://www.linkedin.com/company/sunrise-capital-partners-llc/ | https://www.snrzcptl.com/ | Sunrise Capital Partners is a Multi-Family Office. Sunrise has been a pioneering alternative asset management firm for over 40 years and now operates as a multi-family office. Sunrise runs a host of proprietary quantitative investment strategies and also invests across a range of traditional and alternative opportunities. | MF | ||||
| Sunrise Capital Partners LLC | Jason | Gerlach | CEO & Managing Partner | (858) 259-9811 | jgerlach@sunrisecapital.com | info@sunrisecapital.com | 1919 14th Street, Suite 700 | Boulder | CO | 80302 | United States of America | North America | Cornell University | https://www.linkedin.com/in/jasongerlach/ | Real Estate | 1.980 | https://www.linkedin.com/company/sunrise-capital-partners-llc/ | https://www.snrzcptl.com/ | Sunrise Capital Partners is a Multi-Family Office. Sunrise has been a pioneering alternative asset management firm for over 40 years and now operates as a multi-family office. Sunrise runs a host of proprietary quantitative investment strategies and also invests across a range of traditional and alternative opportunities. | MF | |||||
| 1.018 | suscap advisors ag | Lydia | Niedermaier | Office Manager | ln@suscap.ch | Zurich | Switzerland | Europe | Real Estate, Hedge Funds | https://suscap.ch/ | suscap is a Single Family Office based in Zurich. We protect capital sustainably through growth, responsibility and care. | SF | |||||||||||||
| 1.019 | SweetWater Securities Inc. | Fernando | Tapia Cardoze | Executive Principal | 507 200 7430 | 507 200 7450 | ftapiac@sweetwatersecurities.com | info@sweetwatersecurities.com | Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 | Calle 74 | Republic of Panama | North America | Villanova University | https://www.linkedin.com/in/fernando-tapia-cardoze-cima®-61489450// | Private Equity, Real Estate, Hedge Fund | 2.010 | $400M | https://www.linkedin.com/company/sweetwater-securities-inc/ | https://www.sweetwatersecurities.com/ | SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. | MF | ||||
| SweetWater Securities Inc. | Rodrigo | Arturo Tapia Cardoze | President | 507 200 7430 | 507 200 7450 | rtapiac@sweetwatersecurities.com | info@sweetwatersecurities.com | Street 74, San Francisco, Ph. Midtown, Floor 16, Office 1604 | Calle 74 | Republic of Panama | North America | Southern Methodist University Dedman School of Liberal Arts | https://www.linkedin.com/in/rodrigo-arturo-tapia-cardoze-3909b644/ | Private Equity, Real Estate, Hedge Fund | 2.010 | $400M | https://www.linkedin.com/company/sweetwater-securities-inc/ | https://www.sweetwatersecurities.com/ | SweetWater Securities is founded as a multi-family office serving high-net worth Panamanian Families. SweetWater Securities has developed and expanded on an independent business platform that allows the firm, and its’ advisors, to integrate personalized solutions for each client. Our counterparts and service providers allow for access to both local and international capital markets, whereby tailor-made asset management solutions can be put forth. | MF | |||||
| 1.020 | 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 | Tel Aviv University | 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 | Bar-Ilan University | 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 | 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 | University of Chicago | 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 | ||||
| 1.021 | SWIFT Holding GmbH | Musa | Aksoy | Partner, Investors Relations | 49 6 971 589-9310 | 49 6 971 589-9333 | musa.aksoy@swift-holding.com | office@swift-holding.com | Neue Mainzer Straße 28 | Frankfurt | D-60311 | Germany | Europe | https://www.linkedin.com/in/musa-aksoy-85843a1b/ | Real Estate Experts, Luxury Living, Classic Residential Real Estate, Social Real Estate, Commercial Real Estate, Offices, Trade, Medical Practices, Hotels, Hospitality, Restaurants | https://www.swift-holding.com/ | SWIFT Holding, a multi-family office firm with real estate focus. For over 10 years, the SWIFT team has been successfully consulting German and international clients on the value-enhancing management of large assets and developing long-term yield-orientated real estate projects – together with a network of well-known banks, law firms and real estate experts. Our strength as a generalist – whether it is luxury living, classic residential real estate, social real estate or commercial real estate such as offices, trade, medical practices, hotels and restaurants: We are your competent partner and can advise you independently and holistically. | MF | |||||||
| SWIFT Holding GmbH | Tobias | Steyer | CEO & Equity Partner | 49 6 971 589-9310 | 49 6 971 589-9333 | tobias.steyer@swift-holding.com | office@swift-holding.com | Neue Mainzer Straße 28 | Frankfurt | D-60311 | Germany | Europe | https://www.linkedin.com/in/tobias-steyer-748180100/ | Real Estate Experts, Luxury Living, Classic Residential Real Estate, Social Real Estate, Commercial Real Estate, Offices, Trade, Medical Practices, Hotels, Hospitality, Restaurants | tobias.steyer@swift-conjoy.com | https://swift-conjoy.com/ | https://www.swift-holding.com/ | SWIFT Holding, a multi-family office firm with real estate focus. For over 10 years, the SWIFT team has been successfully consulting German and international clients on the value-enhancing management of large assets and developing long-term yield-orientated real estate projects – together with a network of well-known banks, law firms and real estate experts. Our strength as a generalist – whether it is luxury living, classic residential real estate, social real estate or commercial real estate such as offices, trade, medical practices, hotels and restaurants: We are your competent partner and can advise you independently and holistically. | MF | ||||||
| SWIFT Holding GmbH | Michael | Winter | CFO & Equity Partner | 49 6 971 589-9310 | 49 6 971 589-9333 | michael.winter@swift-holding.com | office@swift-holding.com | Neue Mainzer Straße 28 | Frankfurt | D-60311 | Germany | Europe | https://www.linkedin.com/in/michael-winter-628595155/ | Real Estate Experts, Luxury Living, Classic Residential Real Estate, Social Real Estate, Commercial Real Estate, Offices, Trade, Medical Practices, Hotels, Hospitality, Restaurants | michael.winter@swift-conjoy.com | https://swift-conjoy.com/ | https://www.swift-holding.com/ | SWIFT Holding, a multi-family office firm with real estate focus. For over 10 years, the SWIFT team has been successfully consulting German and international clients on the value-enhancing management of large assets and developing long-term yield-orientated real estate projects – together with a network of well-known banks, law firms and real estate experts. Our strength as a generalist – whether it is luxury living, classic residential real estate, social real estate or commercial real estate such as offices, trade, medical practices, hotels and restaurants: We are your competent partner and can advise you independently and holistically. | MF | ||||||
| SWIFT Holding GmbH | Laszlo | Schneider | Partner & Head of Financial Structuring | 49 6 971 589-9310 | 49 6 971 589-9333 | laszlo.schneider@swift-holding.com | office@swift-holding.com | Neue Mainzer Straße 28 | Frankfurt | D-60311 | Germany | Europe | Real Estate Experts, Luxury Living, Classic Residential Real Estate, Social Real Estate, Commercial Real Estate, Offices, Trade, Medical Practices, Hotels, Hospitality, Restaurants | https://www.swift-holding.com/ | SWIFT Holding, a multi-family office firm with real estate focus. For over 10 years, the SWIFT team has been successfully consulting German and international clients on the value-enhancing management of large assets and developing long-term yield-orientated real estate projects – together with a network of well-known banks, law firms and real estate experts. Our strength as a generalist – whether it is luxury living, classic residential real estate, social real estate or commercial real estate such as offices, trade, medical practices, hotels and restaurants: We are your competent partner and can advise you independently and holistically. | MF | |||||||||
| 1.022 | Swiss 5 Group | Michael | Bufler | Co-Founder & Partner | 41 432 441 030 | michael.bufler@swiss-5-group.ch | info@swiss-5-group.ch | Gartenstrasse 17 | Zurich | CH-8002 | Switzerland | Europe | Private Equity, Real Estate | 1.994 | https://www.linkedin.com/company/swiss-5-group/ | https://swiss-5-group.ch/ | Swiss 5 Group is an independent multi-family office for wealthy private clients and entrepreneurs. The Swiss 5 Group offers comprehensive services in private and institutional asset management. Many years of experience combined with state-of-the-art expertise and digital support enable us to manage and increase assets to the highest standards. Family office services complement our offer so that our customers and future generations feel comfortable in life. We support entrepreneurial customers in realising their projects through services in the field of mergers & acquisitions and project and corporate financing. An extensive network enables us to identify and use concrete opportunities in partnership. We also take responsibility in the cultural and social spheres. Our art forum promotes exchange and enthusiasm for art in the broadest sense. We want to mediate, open access and discuss. Through the non-profit foundation, we support people who are not doing so well in life and whom we can help to build a secure and dignified existence. | MF | |||||||
| Swiss 5 Group | Alexandra | Wolf | Portfolio Management | 41 432 441 030 | alexandra.wolf@swiss-5-group.ch | info@swiss-5-group.ch | Gartenstrasse 17 | Zurich | CH-8002 | Switzerland | Europe | WISS Schulen für Wirtschaft Informatik Immobilien | https://www.linkedin.com/in/alexandra-wolf-0b358248/ | Private Equity, Real Estate | 1.994 | https://www.linkedin.com/company/swiss-5-group/ | https://swiss-5-group.ch/ | Swiss 5 Group is an independent multi-family office for wealthy private clients and entrepreneurs. The Swiss 5 Group offers comprehensive services in private and institutional asset management. Many years of experience combined with state-of-the-art expertise and digital support enable us to manage and increase assets to the highest standards. Family office services complement our offer so that our customers and future generations feel comfortable in life. We support entrepreneurial customers in realising their projects through services in the field of mergers & acquisitions and project and corporate financing. An extensive network enables us to identify and use concrete opportunities in partnership. We also take responsibility in the cultural and social spheres. Our art forum promotes exchange and enthusiasm for art in the broadest sense. We want to mediate, open access and discuss. Through the non-profit foundation, we support people who are not doing so well in life and whom we can help to build a secure and dignified existence. | MF | ||||||
| Swiss 5 Group | Sandra | Pittaro | Asset Management - Director | 41 432 441 030 | sandra.pittaro@swiss-5-group.ch | info@swiss-5-group.ch | Gartenstrasse 17 | Zurich | CH-8002 | Switzerland | Europe | https://www.linkedin.com/in/sandra-pittaro-755128161/ | Private Equity, Real Estate | 1.994 | https://www.linkedin.com/company/swiss-5-group/ | https://swiss-5-group.ch/ | Swiss 5 Group is an independent multi-family office for wealthy private clients and entrepreneurs. The Swiss 5 Group offers comprehensive services in private and institutional asset management. Many years of experience combined with state-of-the-art expertise and digital support enable us to manage and increase assets to the highest standards. Family office services complement our offer so that our customers and future generations feel comfortable in life. We support entrepreneurial customers in realising their projects through services in the field of mergers & acquisitions and project and corporate financing. An extensive network enables us to identify and use concrete opportunities in partnership. We also take responsibility in the cultural and social spheres. Our art forum promotes exchange and enthusiasm for art in the broadest sense. We want to mediate, open access and discuss. Through the non-profit foundation, we support people who are not doing so well in life and whom we can help to build a secure and dignified existence. | MF | |||||||
| 1.023 | Swiss Capital IB SA | Sébastien | Barthassat | Founder & Senior Wealth Manager | Direct: 41 227 432 245, Mobile: 41 793 465 107 | sb@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/sébastienbarthassat/ | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | ||||||
| Swiss Capital IB SA | Claudio | Di Giacomo | Partner & Senior Wealth Manager | Direct: 41 227 432 260, Mobile: 41 799 014 788 | cd@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/claudio-di-giacomo-6850084b/ | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | |||||||
| Swiss Capital IB SA | David | Cicetti | Senior Wealth Manager | Direct: 41 225 121 020, Mobile: 41 796 607 659 | dc@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/david-cicetti-642965/ | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | |||||||
| Swiss Capital IB SA | Marc | André da Silva | Senior Wealth Manager | Direct: 41 225 524 466, Mobile: 41 788 139 946 | mds@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | ||||||||
| Swiss Capital IB SA | Ivan | Yañez | Senior Wealth Manager | Direct: 41 225 121 021, Mobile: 41 793 660 204 | iy@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | University of Geneva | https://www.linkedin.com/in/ivan-yañez-ba151585/ | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | ||||||
| Swiss Capital IB SA | Pascal | Chavanne | Senior Wealth Manager | Direct: 41 225 121 023, Mobile: 41 795 114 872 | pc@swisscapital-ib.com | info@swisscapital-ib.com | Place de l’Université 6 | Geneva | CH-1205 | Switzerland | Europe | https://www.linkedin.com/in/pascal-chavanne-140b7914/ | Real Estate | 2.011 | https://www.linkedin.com/company/swiss-capital-ib-sa/ | https://swisscapital-ib.com/ | Swiss Capital is an independent asset management company offering all the advantages of an efficient multi-family office. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. As a family office, we offer our in-house expertise and first-class external networks to meet the numerous needs and questions of our clients. Thanks to our services, you and your loved ones will always have a partner to turn to for all questions related to the administrative and legal organisation of your assets. | MF | |||||||
| 1.024 | Swiss Family Holding AG i.L. | Lionel | Artusio-Payot | Chairman of the Impact Investing Committee | 41 442 561 607 | 41 442 561 600 | lionel@zebraventures.ch | info@swissfamilyholding.com | Bahnhofstrasse 10 | Zurich | CH-8001 | Switzerland | Europe | Université Côte d'Azur | https://www.linkedin.com/in/lionel-artusio-payot/ | Alternative Investments, Private Debt, Private Equity, Real Estate, | https://zebraventures.ch/ | https://www.swissfamilyholding.com/ | The Swiss Family Holding is an owner-run family office that is today in the hands of four families from Germany and Switzerland. The Swiss Family Holding has a large network in international politics, finance, the media, industry, co-investors, and NGOs. The Swiss Family Holding not only represents the Swiss Family Group including various holding companies, businesses and other direct investments, but as a lead investor also represents institutional and private co-investors, as well as other stakeholders. As a private family office The Swiss Family Group only works discretely with selected partners and only accepts partners and investment opportunities that are referred to the Group from within the own network. | MF | |||||
| 1.025 | Swiss Multifamily Office | Samer | Al Duaifi | Managing Director | 41 22 731 31 97 | info@swissmfo.com | Rue de la Cloche 8 | Geneva | CH-1201 | Switzerland | Europe | Slovenská technická univerzita v Bratislave | https://www.linkedin.com/in/samer-al-duaifi-ab0190a/ | Healthcare, Real Estate | 2.006 | https://www.linkedin.com/company/swissmfoconsultancy/ | https://swissmfo.com/ | Swiss Multifamily Office is a leading provider of VIP and personalized solutions for high-profile businessmen and businesswomen, with offices in Bern, Zurich and Geneva. | MF | ||||||
| 1.026 | Symphony Family Office | Philippe | Udry | Chief Executive Officer | 41 273 211 212 | 41 273 211 219 | philippe@suissy.ch | info@suissy.ch | Avenue de la Gare 29 | Sion | CH-1950 | Switzerland | Europe | Real Estate | 2.008 | https://www.linkedin.com/company/swiss-symphony/ | http://www.suissy.ch/ | Swiss Symphony Wealth Advisor & Private Office is an asset management company. Its vocation is to orchestrate property interests of its customers. Our well-tried and recognized expertise covers the conservation, the development and the transmission of a demanding and sophisticated customers' wealth. Our company is affiliated to a self-regulation body (OAR-G) and is subjected to the Swiss law. It reaches all the legal prescriptions concerning money laundering law (MLL) and duty of discretion. The specialists of Swiss Symphony, experts in legal, fiscal, inheritance, real-estate and financial areas pay a particular attention on all the aspects linked to asset allocation, loan negotiation, fiscal optimization and inheritance planning. | MF | ||||||
| 1.027 | Synergy Wealth Group | Fred | Schut | Partner & CIO | 41 223 462 727 | 41 223 475 588 | fred@synergy-wealthgroup.com | 7, Rue François-Bellot | Geneva | CH-1206 | Switzerland | Europe | University of Oregon Lundquist College of Business | https://www.linkedin.com/in/fred-schut-566232a6/ | Real Estate Investment Fund | 1.999 | $2.6B | https://www.linkedin.com/company/synergy-asset-management/ | https://synergy-wealthgroup.com/ | The Synergy Wealth Group is a leader in multi-family office offerings managing over 2 billion USD in assets. | MF | ||||
| Synergy Wealth Group | Yiannis | Skeparnias | Managing Partner | 41 223 462 727 | 41 223 475 588 | yiannis@synergy-wealthgroup.com | 7, Rue François-Bellot | Geneva | CH-1206 | Switzerland | Europe | University of Geneve, Switzerland (HEC) | https://www.linkedin.com/in/cefisa/ | Real Estate Investment Fund | 1.999 | $2.6B | https://www.linkedin.com/company/synergy-asset-management/ | https://synergy-wealthgroup.com/ | The Synergy Wealth Group is a leader in multi-family office offerings managing over 2 billion USD in assets. | MF | |||||
| Synergy Wealth Group | Jay | Oberai | Founder & Managing Director | 41 223 462 727 | 41 223 475 588 | jay@synergy-wealthgroup.com | 7, Rue François-Bellot | Geneva | CH-1206 | Switzerland | Europe | University of Cambridge / Harvard University | https://www.linkedin.com/in/jay-oberai-a399641/ | Real Estate Investment Fund | 1.999 | $2.6B | info@synergyquantum.swiss | https://www.synergyquantum.swiss/ | https://synergy-wealthgroup.com/ | The Synergy Wealth Group is a leader in multi-family office offerings managing over 2 billion USD in assets. | MF | ||||
| 1.028 | T&J Brothers Group, LLC | James | Xingyu Yang | Managing Partner | jamesy@tjbros.com | 185 S State College Blvd., Unit 4088 | Brea | CA | 92821 | United States of America | North America | University of Oregon | https://www.linkedin.com/in/xingyu-yang-975a6913a/ | Real Estate, Financial Services, Construction, Medical Device Wholesale, Multi-Technology Biomedical Company, Telecommunication, Clinical-Stage Immunotherapy Company, Technology, Application, Chip Design, Blockchain Technology, Visual Effects | 2.019 | https://www.linkedin.com/company/tjbros/ | https://www.tjbrothers.com/ | T&J Brothers group is a multi-family office with long-term, potential capital from a number of high-profile entrepreneurs with businesses exposure across real estate, financial services, construction and so on. T&J actively looks at both private and public investment opportunities across the globe. We are aiming to invest and grow up with the company together in order to maximize return for our investors. We are not only making better return for our investors, but also our team is now establishing and building an initiative devoted for ESG (Environmental, Social and Governance). We focus ESG industry, we consider ESG Criteria in our investment targets. We believe it is impossible to be a responsible participant in today’s society without paying attention to ESG. | MF | ||||||
| T&J Brothers Group, LLC | Tommy | Zhonghao Chen | Managing Partner | tommyc@tjbros.com | 185 S State College Blvd., Unit 4088 | Brea | CA | 92821 | United States of America | North America | University of Oregon | https://www.linkedin.com/in/czhtommy/ | Real Estate, Financial Services, Construction, Medical Device Wholesale, Multi-Technology Biomedical Company, Telecommunication, Clinical-Stage Immunotherapy Company, Technology, Application, Chip Design, Blockchain Technology, Visual Effects | 2.019 | https://www.linkedin.com/company/tjbros/ | https://www.tjbrothers.com/ | T&J Brothers group is a multi-family office with long-term, potential capital from a number of high-profile entrepreneurs with businesses exposure across real estate, financial services, construction and so on. T&J actively looks at both private and public investment opportunities across the globe. We are aiming to invest and grow up with the company together in order to maximize return for our investors. We are not only making better return for our investors, but also our team is now establishing and building an initiative devoted for ESG (Environmental, Social and Governance). We focus ESG industry, we consider ESG Criteria in our investment targets. We believe it is impossible to be a responsible participant in today’s society without paying attention to ESG. | MF | |||||||
| 1.029 | Taboaço, Nieckele e Associados Gestão Patrimonial | Ricardo | Taboaço | Co-Founder | 55 (21) 3205-9494 | 55 (21) 3205-9495 | ricardo@gespat.com.br | Av Ataulfo de Paiva 1351, 2º Andar, Leblon | Rio de Janeiro | RJ | 22440-034 | Brazil | South America | https://www.linkedin.com/in/ricardo-taboaco-644a0437/ | Real Estate, Hedhe Funds, Fund of Funds | 2.003 | https://alocc.com.br/ | https://www.tna.com.br/ | TNA follows the model of the American multifamily offices, with the mission of converting assets into security, freedom and tranquility. Unrelated to financial institutions and other service providers, our proposal distinguishes itself by offering comprehensive and exempt planning. We formulate a differentiated strategy, based on the particularities of each family, instead of standardizing profiles and offering pre-formatted solutions. | MF | 55 (11) 3032-2151 | ||||
| 1.030 | Tacita Family Office | Raven | Lowden | Vice President & Head of Finance | Direct: (416) 640-6738 | (416) 850-1408 | rlowden@tacitacapital.com | info@tacitacapital.com | 150 King St. W., Suite 2020, Box 10 | Toronto | ON | M5H 1J9 | Canada | North America | University of Saskatchewan | https://www.linkedin.com/in/raven-lowden-ca-cpa-70a21597/ | Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds | 2.006 | https://www.linkedin.com/company/tacita-capital-inc/ | https://tacitacapital.com/ | Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. | MF | |||
| Tacita Family Office | Garnet | Anderson | Vice President, Portfolio Manager | Direct: (416) 640-9962 | (416) 850-1408 | ganderson@tacitacapital.com | info@tacitacapital.com | 150 King St. W., Suite 2020, Box 10 | Toronto | ON | M5H 1J9 | Canada | North America | Queen's University | https://www.linkedin.com/in/garnet-anderson-cpa-ca-cfa-2b14b319/ | Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds | 2.006 | https://www.linkedin.com/company/tacita-capital-inc/ | https://tacitacapital.com/ | Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. | MF | ||||
| Tacita Family Office | Harmish | Naik | Associate Director, Family Office Services | Direct: (416) 640-7369 | (416) 850-1408 | hnaik@tacitacapital.com | info@tacitacapital.com | 150 King St. W., Suite 2020, Box 10 | Toronto | ON | M5H 1J9 | Canada | North America | University of Toronto | https://www.linkedin.com/in/harmish-naik-b6428a1b/ | Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds | 2.006 | https://www.linkedin.com/company/tacita-capital-inc/ | https://tacitacapital.com/ | Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. | MF | ||||
| Tacita Family Office | Joanne | Swystun | Vice President & Director of Wealth Planning | Direct: (416) 640-9960 | (416) 850-1408 | jswystun@tacitacapital.com | info@tacitacapital.com | 150 King St. W., Suite 2020, Box 10 | Toronto | ON | M5H 1J9 | Canada | North America | University of Manitoba | https://www.linkedin.com/in/joanne-swystun-7007b42b/ | Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds | 2.006 | https://www.linkedin.com/company/tacita-capital-inc/ | https://tacitacapital.com/ | Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. | MF | ||||
| Tacita Family Office | Michael | Nairne | President & Chief Investment Officer | Direct: (416) 640-9961 | (416) 850-1408 | mnairne@tacitacapital.com | info@tacitacapital.com | 150 King St. W., Suite 2020, Box 10 | Toronto | ON | M5H 1J9 | Canada | North America | University of Manitoba | https://www.linkedin.com/in/michael-nairne-00a00511/ | Fixed Income, Equities, Real Assets, Alternative Strategies, Private Investments, Individual Securities, Exchange Traded Funds, Low Cost Mutual Funds, Closed-end Funds, Private Pools, Limited Partnerships, Niche Active Managers, Quantitative Multi-Factor Strategies, Private Debt, Equity, Real Estate, Specialty Investments, Bonds, Commodities, Hedge Funds | 2.006 | Main Office: (416) 964-8535 | https://tacitacapital.com/ | Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth. | MF | ||||
| 1.031 | TAG Associates, LLC | Clara | Wong | Managing Director - Family Office | (212) 275-1500 | (212) 275-1510 | cwong@tagassoc.com | 810 Seventh Avenue, 7th Floor | New York | NY | 10019 | United States of America | North America | Private Equity, Real Estate, Venture Capital | 1.983 | $9.5B | https://www.linkedin.com/company/tag-associates/ | https://tagassoc.com/ | TAG Associates is a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. We are frequently recognized as one of the top multi-client family offices in the U.S. | MF | |||||
| TAG Associates, LLC | Neil | Shapiro | Managing Director | Direct: (212) 433-1233 | (212) 275-1510 | nshapiro@gfcap.com | 810 Seventh Avenue, 7th Floor | New York | NY | 10019 | United States of America | North America | https://www.linkedin.com/in/neil-shapiro/ | Private Equity, Real Estate, Venture Capital | 1.983 | $9.5B | nshapiro@gfcap.com | http://www.gfcap.com/team-neil-shapiro.html | https://tagassoc.com/ | TAG Associates is a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. We are frequently recognized as one of the top multi-client family offices in the U.S. | MF | ||||
| 1.032 | Tailwind Advisors, LLC | Joey | Bryce | Investment Analyst | (817) 708-3663 | (817) 732-4424 | joey@tailwindadvisors.com | 1320 S. University Drive, Suite 701 | Fort Worth | TX | 76107 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/joeybryce/ | Direct Investments in Private Equity, Real Estate, Oil and Gas, and Marketable Securities | 2.009 | $484M | https://www.linkedin.com/company/tailwind-advisors/ | https://www.tailwindadvisors.com/ | Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services. We believe building a strong relationship with our clients is the first step in building sound, strategic family plans. Since its inception, Tailwind has developed its team to include expertise in making direct investments in private equity, real estate, and oil and gas. | MF | |||
| Tailwind Advisors, LLC | John | Batton | Chief Investment Officer | (817) 708-3663 | (817) 732-4424 | jb@tailwindadvisors.com | 1320 S. University Drive, Suite 701 | Fort Worth | TX | 76107 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/john-batton-83839427/ | Direct Investments in Private Equity, Real Estate, Oil and Gas, and Marketable Securities | 2.009 | $484M | https://www.linkedin.com/company/tailwind-advisors/ | https://www.tailwindadvisors.com/ | Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services. We believe building a strong relationship with our clients is the first step in building sound, strategic family plans. Since its inception, Tailwind has developed its team to include expertise in making direct investments in private equity, real estate, and oil and gas. | MF | ||||
| Tailwind Advisors, LLC | Stewart | Henderson | Principal | (817) 708-3663 | (817) 732-4424 | sh@tailwindadvisors.com | 1320 S. University Drive, Suite 701 | Fort Worth | TX | 76107 | United States of America | North America | Southern Methodist University - Cox School of Business | https://www.linkedin.com/in/stewart-henderson-0b816739/ | Direct Investments in Private Equity, Real Estate, Oil and Gas, and Marketable Securities | 2.009 | $484M | https://www.linkedin.com/company/tailwind-advisors/ | https://www.tailwindadvisors.com/ | Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services. We believe building a strong relationship with our clients is the first step in building sound, strategic family plans. Since its inception, Tailwind has developed its team to include expertise in making direct investments in private equity, real estate, and oil and gas. | MF | ||||
| 1.033 | Talan Capital Ltd | Olga | Zaytseva | Partner | 44 793 205-1403 | oz@talancitygroup.com | info@talaninternational.com | Spaces Business Center, Belgravia, 25 Wilton Road | London | SW1V 1LW | United Kingdom | Europe | Tula State University | https://www.linkedin.com/in/olga-zaytseva-a5506422/ | Private Equity, Private Debts, Real Estate Funds, Alternative Investments, Wine, Art | https://talancitygroup.com/ | https://www.talaninternational.com/ | Talan International, a Multi-Family Office Servicing High Net Investors from Around the Globe. | MF | ||||||
| Talan Capital Ltd | Yuri | Dimitrov | CFO & Managing Partner | 44 793 205-1403 | yuri@talaninternational.com | info@talaninternational.com | Spaces Business Center, Belgravia, 25 Wilton Road | London | SW1V 1LW | United Kingdom | Europe | https://www.linkedin.com/in/yuri-dimitrov-a44958203/ | Private Equity, Private Debts, Real Estate Funds, Alternative Investments, Wine, Art | https://www.talaninternational.com/ | Talan International, a Multi-Family Office Servicing High Net Investors from Around the Globe. | MF | |||||||||
| 1.034 | talipot*holding | Gabriel | Terrazas Madariaga | Chief Executive Officer | gabriel@convixion.com | 1250 Prospect St., Suite 304 | La Jolla | CA | 92037 | United States of America | North America | Universidad Iberoamericana, Ciudad de México | https://www.linkedin.com/in/gterrazasm/ | Private Equity, Venture Capital, Hedge Funds, Real Estate, Technology, Alternative Investments, Blockchain | 2.019 | https://www.convixion.com/ | https://www.talipot.investments/ | talipot*, a Global single family investment enterprise and multinational conglomerate holding company. | SF | ||||||
| talipot*holding | Guadalupe | Rodriguez | Chief Investment Officer | gcrod26@gmail.com | 1250 Prospect St., Suite 304 | La Jolla | CA | 92037 | United States of America | North America | University of Colorado Boulder | https://www.linkedin.com/in/grodriguezbizwiz/ | Private Equity, Venture Capital, Hedge Funds, Real Estate, Technology, Alternative Investments, Blockchain | 2.019 | https://www.linkedin.com/company/talipot/ | https://www.talipot.investments/ | talipot*, a Global single family investment enterprise and multinational conglomerate holding company. | SF | |||||||
| 1.035 | Talisman Global Asset Management Limited | Darren | Lauber | Investment Manager | 44 207 647-4600 | 44 207 629-1882 | dlauber@talismanglobal.co.uk | ir@talismanglobal.co.uk | 33 Cavendish Square | London | W1G 0PW | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/darren-lauber-167a1629/ | Real Estate | 1.998 | £3.4B | ReceptionCS@talismanglobal.co.uk | https://www.talismanglobal.co.uk/ | Talisman is a Single Family Office for Pears Family | SF | |||
| Talisman Global Asset Management Limited | Marius | Raath | Chief Operating Officer | 44 207 647-4680 | 44 207 629-1882 | mraath@talismanglobal.co.uk | ir@talismanglobal.co.uk | 33 Cavendish Square | London | W1G 0PW | United Kingdom | Europe | University of Johannesburg | https://www.linkedin.com/in/marius-r-8874483b/ | Real Estate | 1.998 | £3.4B | ReceptionCS@talismanglobal.co.uk | https://www.talismanglobal.co.uk/ | Talisman is a Single Family Office for Pears Family | SF | ||||
| 1.036 | Talpion Fund Management | Henry | Swieca | Founder | (212) 287-4000 | hswieca@talpion.com | 950 Third Avenue | New York | NY | 10022 | United States of America | North America | https://www.linkedin.com/in/henryswieca/ | Real Estate, Venture Capital | 2.010 | $750M | https://www.highbridge.com/ | https://www.talpion.com/ | Talpion is a New York-based single family office focused on four asset classes: public securities, real estate, private equity, and venture capital. Talpion combines an institutional infrastructure with family values of patience, prudence and integrity. The name of the company derives from the Biblical word 'Talpiot', meaning a castle's turret, and is also the name of a highly elite intelligence unit of the IDF. | SF | |||||
| Talpion Fund Management | Christine | Sheridan | Executive Assistant | (212) 735-5260 | csheridan@talpion.com | 950 Third Avenue | New York | NY | 10022 | United States of America | North America | University of Maryland | https://www.linkedin.com/in/christine-sheridan-73776410b/ | Real Estate, Venture Capital | 2.010 | $750M | https://www.talpion.com/ | Talpion is a New York-based single family office focused on four asset classes: public securities, real estate, private equity, and venture capital. Talpion combines an institutional infrastructure with family values of patience, prudence and integrity. The name of the company derives from the Biblical word 'Talpiot', meaning a castle's turret, and is also the name of a highly elite intelligence unit of the IDF. | SF | ||||||
| 1.037 | Tamar Capital Ltd Inc. | Shahan | Sarkissian | Founding Partner | 44 747 222-1173 | s.sarkissian@tamar.capital | Andraos Building, Floor 3 | Beirut | Lebanon | Asia | Northeastern University | https://www.linkedin.com/in/shahan-sarkissian-17290760/ | FMCG, Manufacturing, Real Estate, Sports Car Race, Technology | 2.016 | info@memotorsports.com, ss@tioopo.com | https://www.tioopocapital.com/ http://www.thesmg.com/ http://www.memotorsports.com/ | https://tamar.capital/ | Tamar Capital is a Single Family Office combining asset management, cash management, risk management and financial planning for its founders. With a presence throughout the Middle East, the GCC, and the US, the firm is very active and holds significant interests in several sectors such as FMCG, manufacturing, and Real Estate. It is also increasingly active in impact investing and currently maintains a diversified portfolio of assets and businesses, leveraging where possible on the family office competences to create sustainable value. | SF | ||||||
| Tamar Capital Ltd Inc. | Hrag | Sarkissian | Founding Partner | 44 747 222-1173 | hsarkissian@thesmg.com | Andraos Building, Floor 3 | Beirut | Lebanon | Asia | Northeastern University | https://www.linkedin.com/in/hrag-sarkissian-12682b4/ | FMCG, Manufacturing, Real Estate, Sports Car Race, Technology | 2.016 | https://www.thesmg.com/ | https://tamar.capital/ | Tamar Capital is a Single Family Office combining asset management, cash management, risk management and financial planning for its founders. With a presence throughout the Middle East, the GCC, and the US, the firm is very active and holds significant interests in several sectors such as FMCG, manufacturing, and Real Estate. It is also increasingly active in impact investing and currently maintains a diversified portfolio of assets and businesses, leveraging where possible on the family office competences to create sustainable value. | SF | ||||||||
| Tamar Capital Ltd Inc. | Karine | Sarkissian | Founding Partner | 44 747 222-1173 | karine@karinesarkissian.com | Andraos Building, Floor 3 | Beirut | Lebanon | Asia | Maryland Institute College of Art | https://www.linkedin.com/in/karinesarkissian/ | FMCG, Manufacturing, Real Estate, Sports Car Race, Technology | 2.016 | http://karinesarkissian.com/ | https://tamar.capital/ | Tamar Capital is a Single Family Office combining asset management, cash management, risk management and financial planning for its founders. With a presence throughout the Middle East, the GCC, and the US, the firm is very active and holds significant interests in several sectors such as FMCG, manufacturing, and Real Estate. It is also increasingly active in impact investing and currently maintains a diversified portfolio of assets and businesses, leveraging where possible on the family office competences to create sustainable value. | SF | ||||||||
| Tamar Capital Ltd Inc. | Nizar | Atrissi | Chief Investment Officer | 44 747 222-1173 | nizar.atrissi@iae.pantheonsorbonne.fr | Andraos Building, Floor 3 | Beirut | Lebanon | Asia | https://www.linkedin.com/in/nizar-atrissi-590633237/ | FMCG, Manufacturing, Real Estate, Sports Car Race, Technology | 2.016 | https://www.pantheonsorbonne.fr/page-perso/natrissi | https://tamar.capital/ | Tamar Capital is a Single Family Office combining asset management, cash management, risk management and financial planning for its founders. With a presence throughout the Middle East, the GCC, and the US, the firm is very active and holds significant interests in several sectors such as FMCG, manufacturing, and Real Estate. It is also increasingly active in impact investing and currently maintains a diversified portfolio of assets and businesses, leveraging where possible on the family office competences to create sustainable value. | SF | |||||||||
| 1.038 | Tamarak | Jon | Zappe | Vice President of Operations | (801) 853-9945 | jz@tmrk.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Utah Valley University | https://www.linkedin.com/in/jon-zappe-94112114/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://www.linkedin.com/company/tamarak-capital/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | |||||
| Tamarak | Corissa | Thomas | Director of Platform | (801) 853-9945 | corissa@tmrk.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Utah Valley University | https://www.linkedin.com/in/corissa-christensen/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://www.linkedin.com/company/tamarak-capital/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | ||||||
| Tamarak | Brian | Child | Operating Partner | (801) 853-9945 | brian@malouffinelinens.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | https://www.linkedin.com/in/brian-child-7133201/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://www.linkedin.com/company/tamarak-capital/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | |||||||
| Tamarak | Jared | Erickson | Operating Partner | (801) 853-9945 | jared.erickson@maloufcompanies.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Utah State University | https://www.linkedin.com/in/jared-erickson-93585b14/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://maloufcompanies.com/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | ||||||
| Tamarak | Kacie | Malouf | Partner | (801) 853-9945 | kacie.malouf@maloufcompanies.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Utah State University | https://www.linkedin.com/in/kacie-malouf/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://maloufcompanies.com/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | ||||||
| Tamarak | Sam | Malouf | Partner | (801) 853-9945 | sam.malouf@maloufcompanies.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Utah State University | https://www.linkedin.com/in/sam-malouf/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://maloufcompanies.com/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | ||||||
| Tamarak | Jarom | Beames | Chief Financial Officer | Direct: (801) 602-1801 | jbeames8@gmail.com | 2277 W 700 S | Springville | UT | 84663 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/jarom-beames-cpa-331680a/ | B2B Software, Consumer Software, Home Technology, Industrial, FinTech, Financial Technology, Automotive, Real Estate, Oilfield Technology | 2.016 | https://jarombeames.wordpress.com/ | https://www.tmrk.com/ | Tamarak is a venture-focused, multi-family office headquartered in Springville, Utah. Tamarak has built durable and purposeful companies in unique industries by investing capital, supporting with elite services, and mentoring its entrepreneurs toward accelerated success. Tamarak is invested in numerous industries, including B2B software, consumer software, home technology, industrial, fintech, automotive, and real estate. | MF | ||||||
| 1.039 | 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 | The Hebrew University of Jerusalem | 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 | ||||||||
| TAO Family Office | Tatyana | Tanchelson | Managing Partner | tanya1582@gmail.com | 11 HaSadnaot Street | Herzliya | 4672839 | Israel | Asia | https://www.linkedin.com/in/tatyana-tanchelson-96115416/ | Private Equity, Hedge Funds, Real Estate | 2.017 | TAO Family Office, Israeli SFO Firm. | SF | |||||||||||
| 1.040 | Tarsadia Investments | Tushar | Patel | Chairman & Founder | (949) 610-8020 | (949) 610-8220 | tushar@tarsadia.com | info@tarsadia.com | 520 Newport Center Drive, 21st Floor | Newport Beach | CA | 92660 | United States of America | North America | Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing | $3B | https://www.linkedin.com/company/tarsadia-investments/ | https://tarsadia.com/ | Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. | SF | |||||
| Tarsadia Investments | Edward | Coss | Executive Vice President & Executive General Counsel | (949) 610-8020 | (949) 610-8220 | edc@tarsadia.com | info@tarsadia.com | 520 Newport Center Drive, 21st Floor | Newport Beach | CA | 92660 | United States of America | North America | Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing | $3B | https://www.linkedin.com/company/tarsadia-investments/ | https://tarsadia.com/ | Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. | SF | ||||||
| Tarsadia Investments | Ron | Adelhelm | Chief Financial Officer | (949) 610-8080 | (949) 610-8280 | rona@tarsadia.com | info@tarsadia.com | 520 Newport Center Drive, 21st Floor | Newport Beach | CA | 92660 | United States of America | North America | UCLA | https://www.linkedin.com/in/ron-adelhelm-3794b51aa/ | Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing | $3B | https://www.linkedin.com/company/tarsadia-investments/ | https://tarsadia.com/ | Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. | SF | ||||
| Tarsadia Investments | Tejash | Patel | Treasurer | (949) 610-8080 | (949) 610-8280 | tejasp@tarsadia.com | info@tarsadia.com | 520 Newport Center Drive, 21st Floor | Newport Beach | CA | 92660 | United States of America | North America | https://www.linkedin.com/in/tejash-patel-46732621a/ | Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing | $3B | https://www.linkedin.com/company/tarsadia-investments/ | https://tarsadia.com/ | Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. | SF | |||||
| Tarsadia Investments | Angie | Duncan | Controller | (949) 610-8080 | (949) 610-8280 | angied@tarsadia.com | info@tarsadia.com | 520 Newport Center Drive, 21st Floor | Newport Beach | CA | 92660 | United States of America | North America | Public and Private Opportunities within Healthcare, Real Estate, Strategy, Life Sciences, Alternative Investments, Financial Planning Services, Technology, Cybersecurity, Data Governance, Hospitality, Light Manufacturing | $3B | https://www.linkedin.com/company/tarsadia-investments/ | https://tarsadia.com/ | Tarsadia Investments, a single-family office focused on public and private opportunities within healthcare and other growth markets. | SF | ||||||
| 1.041 | Tasfo Selskaberne | Tina | Margrethe Jørgensen | Director | 45 5458 0084 | tmj@tasfo.dk | info@tasfo.dk | Munke Mose Allé 1A | Odense C | 5000 | Denmark | Europe | TietgenSkolen | https://www.linkedin.com/in/tina-margrethe-jørgensen-1130bb45/ | Commercial Real Estate, Properties, Housing Projects, Financing, Rentals | 1.977 | https://www.linkedin.com/company/tasfo/ | https://tasfo.dk/ | TASFO is an abbreviation for the Tastesen Family Office, a family owned portfolio of capital companies founded in 1977. Tasfo The companies are a collective term for more than 20 limited liability companies and joint-stock companies, as well as ownership interests in a number of Danish companies in the SME and venture segments. The Tasfo Group is today co-owner of 11 different Danish companies in SME and venture segment. The Group's investments are primarily focused on visionary property development for both its own portfolio and sales - most recently with the development of 100 new, exclusive rental properties in Munkemose, Odense, ready for occupancy at the end of 2018. | SF | |||||
| Tasfo Selskaberne | Jesper | Steen Tastesen | Chief Executive Officer | 45 4064 2347 | jst@tasfo.dk | info@tasfo.dk | Munke Mose Allé 1A | Odense C | 5000 | Denmark | Europe | Aarhus University | https://www.linkedin.com/in/jesper-steen-tastesen-7637473/ | Commercial Real Estate, Properties, Housing Projects, Financing, Rentals | 1.977 | https://www.linkedin.com/company/tasfo/ | https://tasfo.dk/ | TASFO is an abbreviation for the Tastesen Family Office, a family owned portfolio of capital companies founded in 1977. Tasfo The companies are a collective term for more than 20 limited liability companies and joint-stock companies, as well as ownership interests in a number of Danish companies in the SME and venture segments. The Tasfo Group is today co-owner of 11 different Danish companies in SME and venture segment. The Group's investments are primarily focused on visionary property development for both its own portfolio and sales - most recently with the development of 100 new, exclusive rental properties in Munkemose, Odense, ready for occupancy at the end of 2018. | SF | ||||||
| 1.042 | Tattarang | Jason | Ricketts | General Counsel | 61 8 6460 4949 | jricketts@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | The University of Western Australia / Harvard Business School | https://www.linkedin.com/in/jaricketts/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | jricketts@minderoo.org | https://www.minderoo.org/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | ||
| Tattarang | Tim | Wood | Investment Manager | 61 8 6460 4949 | twood@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | Curtin University | https://www.linkedin.com/in/tim-wood-8a088293/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | https://www.minderoo.org/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | ||||
| Tattarang | Michelle | Hepworth | Investment Manager | 61 8 6460 4949 | mhepworth@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | The University of Western Australia | https://www.linkedin.com/in/michelle-hepworth-33b29a8a/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | mhepworth@minderoo.org | https://www.minderoo.org/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | |||
| Tattarang | Will | Adamson | Investment Manager | 61 8 6460 4949 | wadamson@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/willadamson/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | https://www.linkedin.com/company/tattarang/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | ||||
| Tattarang | Michelle | Hepworth | Investment Manager | 61 8 6460 4949 | mhepworth@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | The University of Western Australia | https://www.linkedin.com/in/michelle-hepworth-33b29a8a/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | mhepworth@minderoo.org | https://www.minderoo.org/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | |||
| Tattarang | John | Hartman | Chief Executive Officer | 61 8 6460 4949 | jhartman@tattarang.com | info@tattarang.com | P.O. Box 3155 | Broadway Nedlands | WA | 6009 | Australia | Australia / Oceania | University of Sydney | https://www.linkedin.com/in/johnjhartman/ | Agri-Food, Energy, Natural Resources, Resources, Property, Real Estate, Lifestyle | 2.001 | $20B | jhartman@minderoo.org | https://www.minderoo.org/ | https://www.tattarang.com/ | Founded in 2001, Tattarang is a Nedlands, Australia-based single-family office serving as the private investment vehicle for Andrew Forrest and his family. Forrest created his wealth through a series of business endeavors, most notably the founding of Anaconda Nickel in 1994. Anaconda Nickel, an Australian mining company, later became Minara Resources. In the early 2000s, Forrest founded Fortescue Metals Group, an Australian company that specialized in mining and shipping raw materials primarily to China. Besides mining, Forrest expanded his interests into cattle, farming, and additional businesses throughout the 2000s. | SF | |||
| 1.043 | Taurus Capital Partners LLC | William | Meyers | Managing Partner | wm@tauruscap.net | info@tauruscap.net | New York | NY | 10014 | United States of America | North America | City, University of London | https://www.linkedin.com/in/william-meyers-66844554/ | Hotel, Hospitality | 2.019 | https://www.linkedin.com/company/tauruscapitalpartners/ | https://tauruscp.com/ | Taurus Capital is a privately held family office entity that makes opportunistic investments globally in public and private companies, partnerships and other structured vehicles. | SF | ||||||
| 1.044 | Tavernier Multi Family Office - TMFO | Edmond | Tavernier | Founding Manager | 41 227 020 620 | 41 227 020 621 | tavernier@teamtavernier.com | 8, rue Toepffer | Geneva | CH-1206 | Switzerland | Europe | Important Assets and Economic Interests (Financial, Real Estate or Others) in Different Parts of the World | http://www.tmfo.ch/ | TMFO operates as a multi family office firm in Switzerland. | MF | |||||||||
| 1.045 | tB Capital | Stef | Ten Brinke | Director | 31 315 200 300 | stef@tbinvestments.nl | Prins Alexanderstraat 4 | Varsseveld. | 7051 BA | The Netherlands | Europe | Erasmus University Rotterdam | https://www.linkedin.com/in/stef-t-b5a4a94/ | Private Equity, Real Estate | 1.991 | https://www.tbinvestments.nl/ | tB capital is a single family office which was established in 1991. The activities of tB capital range from return balance to administrative and secretarial support up to support judgments about asset allocation and risk-return balance. | SF | |||||||
| tB Capital | Huib | Ten Brinke | Director | 31 315 200 300 | huib@tbinvestments.nl | Prins Alexanderstraat 4 | Varsseveld. | 7051 BA | The Netherlands | Europe | Erasmus University Rotterdam | https://www.linkedin.com/in/huib-ten-brinke-8b760014/ | Private Equity, Real Estate | 1.991 | https://www.tbinvestments.nl/ | tB capital is a single family office which was established in 1991. The activities of tB capital range from return balance to administrative and secretarial support up to support judgments about asset allocation and risk-return balance. | SF | ||||||||
| tB Capital | Henk | van Kooij | Investment Manager | 31 653 639 750 | henkvankooij@kooijbc.nl | Prins Alexanderstraat 4 | Varsseveld. | 7051 BA | The Netherlands | Europe | Radboud University | https://www.linkedin.com/in/henkvankooij/ | Private Equity, Real Estate | 1.991 | http://www.kooijbc.nl/page19.html | https://www.tbinvestments.nl/ | tB capital is a single family office which was established in 1991. The activities of tB capital range from return balance to administrative and secretarial support up to support judgments about asset allocation and risk-return balance. | SF | Kooij Business Consult BV Eksterhof 32 7051 WL VARSSEVELD | ||||||
| 1.046 | Tedder Family Office | Wissam | Adli | Investment & Portfolio Manager | wissam@earlycapitalgroup.com | 21st Floor, The Phoenix Building, No.23 Luard Road | Wan Chai | Hong Kong | Asia | Pace University - Lubin School of Business | https://www.linkedin.com/in/wissamadli/ | Technology, Renewable Energy, Property Worldwide | $1.25B | wissam.adli@tedderoffice.com | https://www.linkedin.com/company/tedder-family-office/ | https://tedderoffice.com/ | The Tedder Family Office, a Hong Kong-based single family office with investments in Technology, Renewable Energy and Property worldwide. | SF | |||||||
| 1.047 | TenGen Family Office Limited | Chizoba | Ufoeze | Chief Executive Officer | 234 1700 0499 | cufoeze@tengenfamilyoffice.com | inquiries@tengenfamilyoffice.com | 19 Gerrard Road, Ikoyi | Lagos | Nigeria | Africa | Middlesex University | https://www.linkedin.com/in/chizoba-ufoeze-38893014/ | Real Estate & Property, Philanthropy, Private Equity, Funds | https://www.tengenfamilyoffice.com/ | TenGen Family Office, a Nigeria-based multi family office. Our overarching purpose is to manage the wealth of our clients, the founders of Tengen: Aigboje Aig-Imoukhuede and Herbert Wigwe. We ensure the preservation of their legacies for the generations that follow. Our assurance to these families is built on mutual trust and respect. We are resolutely committed to serving the families now and for the long term. | MF | ||||||||
| TenGen Family Office Limited | Omosalewa | Fajobi | Operating Director | 234 1700 0499 | ofajobi@tengenfamilyoffice.com | inquiries@tengenfamilyoffice.com | 19 Gerrard Road, Ikoyi | Lagos | Nigeria | Africa | University of London | https://www.linkedin.com/in/omosalewa-fajobi-07501114/ | Real Estate & Property, Philanthropy, Private Equity, Funds | https://www.tengenfamilyoffice.com/ | TenGen Family Office, a Nigeria-based multi family office. Our overarching purpose is to manage the wealth of our clients, the founders of Tengen: Aigboje Aig-Imoukhuede and Herbert Wigwe. We ensure the preservation of their legacies for the generations that follow. Our assurance to these families is built on mutual trust and respect. We are resolutely committed to serving the families now and for the long term. | MF | |||||||||
| 1.048 | Tensai Holding Company | Alice | Takeshi | Managing Director | contact@tensai-holding.com | 8, The Green, Suite 5892 | Dover | DE | 19901 | United States of America | North America | The University of Tokyo / Harvard University | https://www.linkedin.com/in/alice-takeshi-5a8a42140/ | Private and Public Equities, Venture Capital, and Real Estate investments Worldwide | 2.013 | https://www.linkedin.com/company/tensai-holding-company/ | https://tensai-holding.com/ | Tensai Holding Company is a private family office managing a large portfolio of assets globally with a focus on private equity, venture capital and real estate investments worldwide. | SF | ||||||
| 1.049 | TGR Immobilien Vermögensverwaltung GmbH | Thomas | Gelb-Randlkofer | Chief Executive Officer | 49 892 388-8350 | 49 892 3888-3511 | tgelb@tgr-ivv.com | info@tgr-ivv.com | Bavaria Film Platz 7 | Grünwald | 82031 | Germany | Europe | Real Estate, Residential, Office, Retail, Logistics Production, Hotel, Various Mixed Uses and Land | https://www.tgr.immobilien/ | TGR Immobilien Vermögensverwaltung is a single family office with a head in the heart of Munich. We only invest in property. We are interested in urban trading houses, office, production and logistics properties, residential buildings or project developments. In addition, we manage all of our properties ourselves commercially and technically, based on many years of experience, and only give houses outside of Munich into trustworthy hands. This combined with passion for what we do, we achieve the highest level of maintenance and value retention in all our properties. We think sustainably and in generations. Our partners appreciate our speed in decision making, combined with reliability and confidential handshake quality. | SF | ||||||||
| 1.050 | The 1911 Trust Company, LLC | Kevin | Kavanaugh | President & Chief Investment Officer | Direct: (978) 506-1911 | (978) 921-0452 | kkavanaugh@1911trust.com | info@1911trust.com | 400 Essex St. | Beverly | MA | 1915 | United States of America | North America | Indiana University Bloomington / The University of Chicago Booth School of Business | https://www.linkedin.com/in/kevin-kavanaugh-65362163/ | Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate | 1.911 | https://www.linkedin.com/company/the-1911-trust-company-llc/ | https://www.1911trust.com/ | For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. Our heritage gives us insight into the unique needs of wealthy families Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families. As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth. Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs. Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. | MF | |||
| The 1911 Trust Company, LLC | James | Angelakis | Chief Financial Officer | Direct: (978) 207-3918 | (978) 921-0452 | jangelakis@1911trust.com | info@1911trust.com | 400 Essex St. | Beverly | MA | 1915 | United States of America | North America | Harvard University | https://www.linkedin.com/in/james-g-angelakis-28841b42/ | Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate | 1.911 | https://www.linkedin.com/company/the-1911-trust-company-llc/ | https://www.1911trust.com/ | For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. Our heritage gives us insight into the unique needs of wealthy families Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families. As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth. Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs. Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. | MF | ||||
| The 1911 Trust Company, LLC | Lei | Qin | Director of Equity Research | Direct: (978) 662-9490 | (978) 921-0452 | lqin@1911trust.com | info@1911trust.com | 400 Essex St. | Beverly | MA | 1915 | United States of America | North America | Virginia Polytechnic Institute and State University / Beijing Polytechnic University | https://www.linkedin.com/in/leiqin/ | Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate | 1.911 | https://www.linkedin.com/company/the-1911-trust-company-llc/ | https://www.1911trust.com/ | For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. Our heritage gives us insight into the unique needs of wealthy families Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families. As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth. Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs. Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. | MF | ||||
| The 1911 Trust Company, LLC | Matthew | Warlick | Senior Wealth Strategist | Direct: (978) 806-2171 | (978) 921-0452 | mwarlick@1911trust.com | info@1911trust.com | 400 Essex St. | Beverly | MA | 1915 | United States of America | North America | Penn State University | https://www.linkedin.com/in/matt-warlick-cfa-cfp-6b7276120/ | Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate | 1.911 | https://www.linkedin.com/company/the-1911-trust-company-llc/ | https://www.1911trust.com/ | For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. Our heritage gives us insight into the unique needs of wealthy families Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families. As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth. Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs. Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. | MF | ||||
| The 1911 Trust Company, LLC | Lisa | Garlin | Director of Finance | Direct: (978) 666-0392 | (978) 921-0452 | lgarlin@1911trust.com | info@1911trust.com | 400 Essex St. | Beverly | MA | 1915 | United States of America | North America | Merrimack College | https://www.linkedin.com/in/lisa-garlin-cpa-68489573/ | Equity Mutual Funds, Equity Long-Short Hedge Funds, REITs, Private Equity Funds , Private Equity, Real Estate | 1.911 | https://www.linkedin.com/company/the-1911-trust-company-llc/ | https://www.1911trust.com/ | For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management and multi-generational family office services to ensure family legacies are managed prudently for the future. Our heritage gives us insight into the unique needs of wealthy families Built on our deep heritage of managing the complexities of family wealth, The 1911 Trust Company provides comprehensive family wealth management for individuals, business owners, executives and wealthy families. As a trusted advisor with over a century of fiduciary experience, we foster personal relationships and listen to your objectives and goals for the future, provide straightforward information and advice and guide you with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth. Attention to all of your wealth management details are handled by our experienced team of family office professionals who deliver personalized services tailored to meet your family's needs. Founded by the Ayer Family more than 100 years ago, The 1911 Trust Company has privately managed the family's wealth, successfully serving four generations of Frederick Ayer's descendants. | MF | ||||
| 1.051 | The Advantage Family Office | Nicholas | Khan-Roper | Chief Investment Officer & Head Of Wealth Management | 44 207 724-4724 | 44 207 724-6160 | nr@advantage-intl.co.uk | 69-71 Park Road, Marylebone | London | NW1 6XU | United Kingdom | Europe | Columbia University | https://www.linkedin.com/in/nicholaskhanroper/ | Global Fund Management, Venture Capital, Fintech & Property Investment | https://www.ethbits.com/team.html | Nicholas Khan-Roper (FCSI), Chartered Fellow Institute of Securities and Investment. CIO & Head Of Wealth Management for a Single Family Office firm. Provide Investment, Credit and Tax oversight for a SFO based in Dubai International Financial Centre (DIFC) and with offices in New York and London. Core focus on global fund management, venture capital, fintech & property investment. Additional specialism in founding family office investment protocols for new family vehicles. Set and deploy all Strategic & Tactical Asset allocation strategies. Analyse new investment proposals for risk and return. | SF | |||||||
| 1.052 | The Betesh Group & Co. | Jonathan | Betesh | Founder | 972 54 591 2311 | jbetesh@thebeteshgroup.com | info@thebeteshgroup.com | 20 Rothschild Boulevard | Tel Aviv | 6688123 | Israel | Asia | https://www.linkedin.com/in/jonathan-betesh-79934b8a/ | Real Estate, Venture Capital, Travel | 2.010 | https://www.linkedin.com/company/the-betesh-group-co/ | https://www.thebeteshgroup.com/ | The Betesh Group is a multi-family office that caters to families. We handle our clients' business, travel and lifestyle needs. | MF | ||||||
| The Betesh Group & Co. | Elinor | Betesh | Director of Marketing | 972 54 591 2311 | ebetesh@thebeteshgroup.com | info@thebeteshgroup.com | 20 Rothschild Boulevard | Tel Aviv | 6688123 | Israel | Asia | Real Estate, Venture Capital, Travel | 2.010 | https://www.linkedin.com/company/the-betesh-group-co/ | https://www.thebeteshgroup.com/ | The Betesh Group is a multi-family office that caters to families. We handle our clients' business, travel and lifestyle needs. | MF | ||||||||
| 1.053 | The Confidas Group | Demian | Waldman | Managing Partner | (212) 957-0517 | dwaldman@confidascapital.com | contact@confidascapital.com | 555 Madison Avenue, 6th Floor | New York | NY | 10022 | United States of America | North America | FGV - Fundação Getulio Vargas | https://www.linkedin.com/in/demianwaldman/ | Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 1.999 | $2.2B | https://www.linkedin.com/company/confidas-capital-advisors/ | https://www.confidascapital.com/ | The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. | MF | |||
| The Confidas Group | Manoela | Arashiro | Managing Director | (212) 957-0517 | marashiro@confidascapital.com | contact@confidascapital.com | 555 Madison Avenue, 6th Floor | New York | NY | 10022 | United States of America | North America | USP - Universidade de São Paulo / University of Miami | https://www.linkedin.com/in/arashiro-manoela-0a78417/ | Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 1.999 | $2.2B | https://www.linkedin.com/company/confidas-capital-advisors/ | https://www.confidascapital.com/ | The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. | MF | ||||
| The Confidas Group | Christian | Gudefin | Co-Founder & Managing Partner | (212) 957-0517 | cgudefin@confidascapital.com | contact@confidascapital.com | 555 Madison Avenue, 6th Floor | New York | NY | 10022 | United States of America | North America | University of Pennsylvania | https://www.linkedin.com/in/christian-g-a648a3/ | Real Estate, Traditional Investments, Alternatives (Hedge Funds, Private Equity, Venture Capital, and Real Estate), Corporate Finance and Mergers & Acquisitions | 1.999 | $2.2B | https://www.linkedin.com/company/confidas-capital-advisors/ | https://www.confidascapital.com/ | The Confidas Group is a multi-family office established in 1996, whose primary objective is to foster the sustainable growth of trans-generational wealth. We provide an all-encompassing client-aligned service by offering investment management and corporate finance advice to family groups in Latin America and Europe. Confidas acts as its clients’ proprietary professional financial advisor, with a team of specialists who have each held senior positions in the asset management, research, brokerage, private and investment banking groups of top-tier Wall Street firms. Combining decades of experience and relationships, enables it to cover the full spectrum of client needs including traditional investments, alternatives (hedge funds, private equity, venture capital, and real estate), corporate finance and mergers & acquisitions. | MF | ||||
| 1.054 | The Connable Office, Inc. | Alex | Blick | Investment Analyst | (269) 382-5800 | ablick@connableoffice.com | 136 E Michigan Ave., Suite 1201 | Kalamazoo | MI | 49007 | United States of America | North America | Grand Rapids Community College | https://www.linkedin.com/in/alex-blick-00b1bb15a/ | Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, Individual Retirement Accounts | 1.857 | https://www.linkedin.com/company/the-connable-office-inc/ | https://connableoffice.com/ | The Connable Office is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and planning from a unique and comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes: Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, and Individual Retirement Accounts. | MF | |||||
| The Connable Office, Inc. | James | Melvin | President | (269) 382-5800 | jmelvin@connableoffice.com | 136 E Michigan Ave., Suite 1201 | Kalamazoo | MI | 49007 | United States of America | North America | University of Michigan | https://www.linkedin.com/in/james-melvin-3083b411/ | Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, Individual Retirement Accounts | 1.857 | https://www.linkedin.com/company/the-connable-office-inc/ | https://connableoffice.com/ | The Connable Office is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and planning from a unique and comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes: Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, and Individual Retirement Accounts. | MF | ||||||
| The Connable Office, Inc. | Ken | Larason | Chief Investment Officer | (269) 382-5800 | klarason@connableoffice.com | 136 E Michigan Ave., Suite 1201 | Kalamazoo | MI | 49007 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/ken-larason-70a3679/ | Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, Individual Retirement Accounts | 1.857 | https://www.linkedin.com/company/the-connable-office-inc/ | https://connableoffice.com/ | The Connable Office is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and planning from a unique and comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes: Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, and Individual Retirement Accounts. | MF | ||||||
| The Connable Office, Inc. | Bradley | Weller | Director | (269) 382-5800 | bweller@connableoffice.com | 136 E Michigan Ave., Suite 1201 | Kalamazoo | MI | 49007 | United States of America | North America | Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, Individual Retirement Accounts | 1.857 | https://www.linkedin.com/company/the-connable-office-inc/ | https://connableoffice.com/ | The Connable Office is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and planning from a unique and comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes: Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, and Individual Retirement Accounts. | MF | ||||||||
| The Connable Office, Inc. | Karla | Campbell | Chief Financial Officer | (269) 382-5800 | kcampbell@connableoffice.com | 136 E Michigan Ave., Suite 1201 | Kalamazoo | MI | 49007 | United States of America | North America | Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, Individual Retirement Accounts | 1.857 | https://www.linkedin.com/company/the-connable-office-inc/ | https://connableoffice.com/ | The Connable Office is a multi-family office based in Kalamazoo, Michigan. For over 125 years, our office has existed to serve client families and carry forward family legacies across generations. We approach wealth management and planning from a unique and comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes: Investment Management, Estate Planning and Trust and Estate Administration, Financial and Personal Advisory, Tax Planning and Compliance, Foundation Administration, Business and Real Estate Consulting, and Individual Retirement Accounts. | MF | ||||||||
| 1.055 | The Corundum Group | Jim | Riswold | President | (719) 228-1080 | (719) 228-1081 | jim.riswold@corundumgroup.com | info@centralbancorp.com | 1 South Nevada Avenue, Suite 200 | Colorado Springs | CO | 80903 | United States of America | North America | Augustana University (SD) | https://www.linkedin.com/in/jim-riswold-40557233/ | Real Estate, Equity, Venture Capital, Stock, AI, Oil & Gas Investments | 1.992 | $800M | https://thecorundumgroup.com/ | The Corundum Group is a multi family office firm. | MF | |||
| The Corundum Group | Deborah | Reeves | Wealth Advisor | (720) 647-5210 | (719) 228-1081 | deborah.reeves@corundumgroup.com | info@centralbancorp.com | 4582 South Ulster Street, Suite 103 | Denver | CO | 80237 | United States of America | North America | https://www.linkedin.com/in/deborah-reeves-b6951821b/ | Real Estate, Equity, Venture Capital, Stock, AI, Oil & Gas Investments | 1.992 | $800M | https://thecorundumgroup.com/ | The Corundum Group is a multi family office firm. | MF | |||||
| The Corundum Group | Michael | Miller | Wealth Advisor & Vice President | (720) 647-5210 | (719) 228-1081 | michael.miller@corundumgroup.com | info@centralbancorp.com | 1 South Nevada Avenue, Suite 200 | Colorado Springs | CO | 80903 | United States of America | North America | Real Estate, Equity, Venture Capital, Stock, AI, Oil & Gas Investments | 1.992 | $800M | https://thecorundumgroup.com/ | The Corundum Group is a multi family office firm. | MF | ||||||
| The Corundum Group | Jill | Johnson | Vice President | (719) 228-1080 | (719) 228-1081 | jill.johnson@centralbancorp.com | info@centralbancorp.com | 1 South Nevada Avenue, Suite 200 | Colorado Springs | CO | 80903 | United States of America | North America | University of Missouri-Columbia | https://www.linkedin.com/in/jillmjohnson/ | Real Estate, Equity, Venture Capital, Stock, AI, Oil & Gas Investments | 1.992 | $800M | https://thecorundumgroup.com/ | The Corundum Group is a multi family office firm. | MF | ||||
| The Corundum Group | Ron | Johnson | President & CEO | (719) 228-1080 | (719) 228-1081 | ron.johnson@centralbancorp.com | info@centralbancorp.com | 1 South Nevada Avenue, Suite 200 | Colorado Springs | CO | 80903 | United States of America | North America | Real Estate, Equity, Venture Capital, Stock, AI, Oil & Gas Investments | 1.992 | $800M | https://thecorundumgroup.com/ | The Corundum Group is a multi family office firm. | MF | ||||||
| 1.056 | The Duchy of Lancaster | Debbie | Garritty | Head of Communications | 44 207 269-1700 | 44 207 269-1710 | dgarritty@duchyoflancaster.co.uk | info@duchyoflancaster.co.uk | 1 Lancaster Place, Strand | London | London | WC2E 7ED | United Kingdom | Europe | University of Kent | https://www.linkedin.com/in/debbie-garritty-3988a4/ | Private Equity, Real Estate, Land, Property, General Enquiries | https://www.duchyoflancaster.co.uk/ | Founded in the 13th century, the Duchy of Lancaster is a unique portfolio of land, property and assets held in trust for the Sovereign in His or Her role as Duke of Lancaster. The Duchy of Lancaster is a private estate owned by His Majesty The King, as Duke of Lancaster. The rural estates consist of 44,748 acres of land in England and Wales and comprise commercial, agricultural and residential properties, the majority of which are in Lancashire, Yorkshire, Cheshire, Staffordshire and Lincolnshire. Additionally the Duchy has a significant commercial property portfolio largely in the Savoy precinct off the Strand in London, a portfolio of financial investments and a small urban residential portfolio. | SF | |||||
| The Duchy of Lancaster | Nathan | Thompson | Chief Executive Officer | 44 207 269-1700 | 44 207 269-1710 | nthompson@duchyoflancaster.co.uk | info@duchyoflancaster.co.uk | 1 Lancaster Place, Strand | London | London | WC2E 7ED | United Kingdom | Europe | Sheffield Hallam University | https://www.linkedin.com/in/nathan-james-thompson-1580a014/ | Private Equity, Real Estate, Land, Property, General Enquiries | https://www.duchyoflancaster.co.uk/ | Founded in the 13th century, the Duchy of Lancaster is a unique portfolio of land, property and assets held in trust for the Sovereign in His or Her role as Duke of Lancaster. The Duchy of Lancaster is a private estate owned by His Majesty The King, as Duke of Lancaster. The rural estates consist of 44,748 acres of land in England and Wales and comprise commercial, agricultural and residential properties, the majority of which are in Lancashire, Yorkshire, Cheshire, Staffordshire and Lincolnshire. Additionally the Duchy has a significant commercial property portfolio largely in the Savoy precinct off the Strand in London, a portfolio of financial investments and a small urban residential portfolio. | SF | ||||||
| The Duchy of Lancaster | Jonathan | Murrin | Chief Finance Officer | 44 207 269-1700 | 44 207 269-1710 | jmurrin@duchyoflancaster.co.uk | info@duchyoflancaster.co.uk | 1 Lancaster Place, Strand | London | London | WC2E 7ED | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/jonathanmurrin/ | Private Equity, Real Estate, Land, Property, General Enquiries | jonathancmurrin@gmail.com | https://www.duchyoflancaster.co.uk/ | Founded in the 13th century, the Duchy of Lancaster is a unique portfolio of land, property and assets held in trust for the Sovereign in His or Her role as Duke of Lancaster. The Duchy of Lancaster is a private estate owned by His Majesty The King, as Duke of Lancaster. The rural estates consist of 44,748 acres of land in England and Wales and comprise commercial, agricultural and residential properties, the majority of which are in Lancashire, Yorkshire, Cheshire, Staffordshire and Lincolnshire. Additionally the Duchy has a significant commercial property portfolio largely in the Savoy precinct off the Strand in London, a portfolio of financial investments and a small urban residential portfolio. | SF | |||||
| The Duchy of Lancaster | Hugh | Bruce-Watt | Solicitor for the Affairs | Direct: 44 207 269-1713 | 44 207 269-1710 | hbrucewatt@duchyoflancaster.co.uk | info@duchyoflancaster.co.uk | 1 Lancaster Place, Strand | London | London | WC2E 7ED | United Kingdom | Europe | https://www.linkedin.com/in/hugh-bruce-watt-a37689159/ | Private Equity, Real Estate, Land, Property, General Enquiries | https://www.duchyoflancaster.co.uk/ | Founded in the 13th century, the Duchy of Lancaster is a unique portfolio of land, property and assets held in trust for the Sovereign in His or Her role as Duke of Lancaster. The Duchy of Lancaster is a private estate owned by His Majesty The King, as Duke of Lancaster. The rural estates consist of 44,748 acres of land in England and Wales and comprise commercial, agricultural and residential properties, the majority of which are in Lancashire, Yorkshire, Cheshire, Staffordshire and Lincolnshire. Additionally the Duchy has a significant commercial property portfolio largely in the Savoy precinct off the Strand in London, a portfolio of financial investments and a small urban residential portfolio. | SF | |||||||
| 1.057 | The Family Financial Group | David | Lehmann | Founding Member | (410) 583-5540 | (410) 583-5596 | david@tffgrp.com | info@tffgrp.com | 106 Old Court Road, Suite 202 | Baltimore | MD | 21208 | United States of America | North America | Yeshiva University | https://www.linkedin.com/in/david-lehmann-6271bb3/ | Liquid and Illiquid (such as tangible assets, real estate, family partnerships, family owned business stock etc) Assets. | 2.003 | $30M | https://thefamilyfinancialgroup.com/ | The Family Financial Group is the premier umbrella company of noted financial and CPA firms, Geller + Lehmann LLC and Lehmann + Company LLC. The integration of a decades-old CPA firm with a boutique multi-family office creates a group of talented and passionate advisors to provide a holistic, independent, and objective solution. | MF | |||
| The Family Financial Group | Sandra | Geller | Founding Member | (410) 583-5540 | (410) 583-5596 | sandi@tffgrp.com | info@tffgrp.com | 106 Old Court Road, Suite 202 | Baltimore | MD | 21208 | United States of America | North America | The Johns Hopkins University | https://www.linkedin.com/in/sandigeller/ | Liquid and Illiquid (such as tangible assets, real estate, family partnerships, family owned business stock etc) Assets. | 2.003 | $30M | https://thefamilyfinancialgroup.com/ | The Family Financial Group is the premier umbrella company of noted financial and CPA firms, Geller + Lehmann LLC and Lehmann + Company LLC. The integration of a decades-old CPA firm with a boutique multi-family office creates a group of talented and passionate advisors to provide a holistic, independent, and objective solution. | MF | ||||
| The Family Financial Group | Atara | Miller | Member & Tax Specialist | (410) 583-5540 | (410) 583-5596 | atara@tffgrp.com | info@tffgrp.com | 106 Old Court Road, Suite 202 | Baltimore | MD | 21208 | United States of America | North America | Liquid and Illiquid (such as tangible assets, real estate, family partnerships, family owned business stock etc) Assets. | 2.003 | $30M | https://thefamilyfinancialgroup.com/ | The Family Financial Group is the premier umbrella company of noted financial and CPA firms, Geller + Lehmann LLC and Lehmann + Company LLC. The integration of a decades-old CPA firm with a boutique multi-family office creates a group of talented and passionate advisors to provide a holistic, independent, and objective solution. | MF | ||||||
| The Family Financial Group | Miriam | Lipsky | Member & Tax Specialist | (410) 583-5540 | (410) 583-5596 | miriam@tffgrp.com | info@tffgrp.com | 106 Old Court Road, Suite 202 | Baltimore | MD | 21208 | United States of America | North America | Liquid and Illiquid (such as tangible assets, real estate, family partnerships, family owned business stock etc) Assets. | 2.003 | $30M | https://thefamilyfinancialgroup.com/ | The Family Financial Group is the premier umbrella company of noted financial and CPA firms, Geller + Lehmann LLC and Lehmann + Company LLC. The integration of a decades-old CPA firm with a boutique multi-family office creates a group of talented and passionate advisors to provide a holistic, independent, and objective solution. | MF | ||||||
| 1.058 | The Family Officer Group | Franco | Cerri | Director, Head of Insurance Services | 44 207 016-2782 | 44 207 182-6904 | f.cerri@thefamilyofficer.com | info@thefamilyofficer.com | 8 Hill Street | London | W1J 5NG | United Kingdom | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/franco-cerri-87324724/ | Insurance & Financial Services, Property & Hospitality, Food & Beverage, Real Estate Investments, Wine Estate Investments, Alternative Investments | 1.997 | https://www.linkedin.com/company/the-family-officer-group/ | https://www.thefamilyofficer.com/ | The Family Officer Group is a Multi Family Office headquartered in London with a growing number of representative offices in UK, Italy and all over the world. | MF | ||||
| The Family Officer Group | Matteo | Cerri | Founder & CEO | 44 207 016-2782 | 44 207 182-6904 | m.cerri@thefamilyofficer.com | info@thefamilyofficer.com | 8 Hill Street | London | W1J 5NG | United Kingdom | Europe | Università Bocconi | https://www.linkedin.com/in/matteocerri/ | Insurance & Financial Services, Property & Hospitality, Food & Beverage, Real Estate Investments, Wine Estate Investments, Alternative Investments | 1.997 | info@i2i.london | http://www.i2i.london/ | https://www.thefamilyofficer.com/ | The Family Officer Group is a Multi-Family Office headquartered in London with a growing number of representative offices in UK, Italy and all over the world. | MF | ||||
| 1.059 | The Mekhalfia Group | Rachid | Mekhalfia | President | 44 207 129-1294 | rachid@mekhalfia.com | info@mekhalfia.com | 45 Pont Street, Knightsbridge | London | SW1X 0BD | United Kingdom | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/dr-rachid-mekhalfia-597b9431/ | Pharmaceutical, Telecommunication, Agriculture, Transport, Real Estate, Construction, Oil & Gas | 2.001 | https://www.linkedin.com/company/mekhalfia-group/ | https://mekhalfia.com/ | Mekhalfia Group Family Office, specialising in international affairs. We advise public and private clients on the best options and programs available for acquiring an alternative market for their business needs. After years of thorough research and passionate commitment, Mekhalfia Group have been able to establish themselves as a recognised and independent source of information for affluent families. As a result, these families are now being offered a light to guide them through the complicated and non-transparent world of the multi-family office service's industry. | MF | |||||
| The Mekhalfia Group | Nadia | Zohdi | Senior Consultant | 44 207 129-1294 | nadia@mekhalfia.com | info@mekhalfia.com | 45 Pont Street, Knightsbridge | London | SW1X 0BD | United Kingdom | Europe | https://www.linkedin.com/in/nadia-zohdi-8952a31b/ | Pharmaceutical, Telecommunication, Agriculture, Transport, Real Estate, Construction, Oil & Gas | 2.001 | nadiaissaad@live.co.uk | https://www.linkedin.com/company/mekhalfia-group/ | https://mekhalfia.com/ | Mekhalfia Group Family Office, specialising in international affairs. We advise public and private clients on the best options and programs available for acquiring an alternative market for their business needs. After years of thorough research and passionate commitment, Mekhalfia Group have been able to establish themselves as a recognised and independent source of information for affluent families. As a result, these families are now being offered a light to guide them through the complicated and non-transparent world of the multi-family office service's industry. | MF | ||||||
| The Mekhalfia Group | Mohamed | El Hasnaoui | Partner | Office: 212 522 861 193, Direct: 212 661 521 101 | mohamed@mekhalfia.com | info@mekhalfia.com | 12 Rue Mouafik Eddine, Quartier Des Hopitaux | Casablanca | Morocco | Africa | https://www.linkedin.com/in/mohamed-el-hasnaoui-27b8b410a/ | Pharmaceutical, Telecommunication, Agriculture, Transport, Real Estate, Construction, Oil & Gas | 2.001 | finance@mekhalfia.com | https://www.linkedin.com/company/mekhalfia-group/ | https://mekhalfia.com/ | Mekhalfia Group Family Office, specialising in international affairs. We advise public and private clients on the best options and programs available for acquiring an alternative market for their business needs. After years of thorough research and passionate commitment, Mekhalfia Group have been able to establish themselves as a recognised and independent source of information for affluent families. As a result, these families are now being offered a light to guide them through the complicated and non-transparent world of the multi-family office service's industry. | MF | |||||||
| The Mekhalfia Group | Jamila | Mekhalfia | Senior Partner | Office: 213 23 826 666, Direct: 213 661 506 162 | jamila@mekhalfia.com | info@mekhalfia.com | BP 16 Mohammadia | Alger | 16130 | Algeria | Africa | https://www.linkedin.com/in/jamila-mekhalfia-49023b108/ | Pharmaceutical, Telecommunication, Agriculture, Transport, Real Estate, Construction, Oil & Gas | 2.001 | info@uk-dz.org | https://www.linkedin.com/company/mekhalfia-group/ | https://mekhalfia.com/ | Mekhalfia Group Family Office, specialising in international affairs. We advise public and private clients on the best options and programs available for acquiring an alternative market for their business needs. After years of thorough research and passionate commitment, Mekhalfia Group have been able to establish themselves as a recognised and independent source of information for affluent families. As a result, these families are now being offered a light to guide them through the complicated and non-transparent world of the multi-family office service's industry. | MF | ||||||
| The Mekhalfia Group | Lakhdar | Mekhalfia | Partner | Office: 33 173 481 546, Direct: 33 608 103 477 | lakhdar@mekhalfia.com | info@mekhalfia.com | 27 Rue de Sèvres | Paris | 75007 | France | Europe | https://www.linkedin.com/in/lakhdar-mekhalfia-880843111/ | Pharmaceutical, Telecommunication, Agriculture, Transport, Real Estate, Construction, Oil & Gas | 2.001 | hr@mekhalfia.com | https://www.linkedin.com/company/mekhalfia-group/ | https://mekhalfia.com/ | Mekhalfia Group Family Office, specialising in international affairs. We advise public and private clients on the best options and programs available for acquiring an alternative market for their business needs. After years of thorough research and passionate commitment, Mekhalfia Group have been able to establish themselves as a recognised and independent source of information for affluent families. As a result, these families are now being offered a light to guide them through the complicated and non-transparent world of the multi-family office service's industry. | MF | ||||||
| 1.060 | The Miami Family Office, LLC | Richard | Wilson | Chief Executive Officer | Mobile: (305) 333-1155 | (480) 772-4041 | richard@themiamifamilyoffice.com | team@themiamifamilyoffice.com | 328 Crandon Blvd. Suite #223 | Key Biscayne | FL | 33149 | United States of America | North America | Harvard University | https://www.linkedin.com/in/singlefamilyoffice/ | Real estate such as apartment buildings, hotels, parking garages, or fuel stations | 2.015 | $500M | https://themiamifamilyoffice.com/ | The Miami Family Office is a single family office based in the United States with offices in Miami, San Francisco, New York, and Portland. We are focused exclusively on direct investments, including real estate and operating businesses. Our family office currently has the liquidity to make additional investments in addition to our existing portfolio of more than 100 assets valued in excess of $500 million. | SF | |||
| 1.061 | The New York Family Office | Arne | Volkers | Managing Director | (646) 734-4056 | (646) 355-2855 | arne.volkers@tnyfo.com | contact@tnyfo.com | 220 East 42nd Street, 29th Floor | New York | NY | 10017 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/jvolkers/ | Stocks, Bonds, Mutual Funds, Private Equity, Venture Capital, Hedge Funds, Property Real Estate, Homes | 2.011 | contact@tnytg.com | https://www.tnytg.com/ | https://www.tnyfo.com/ | The New York Family Office is a multi-family office specialized in providing qualified professional services to assist German-speaking families in all family affairs and to safeguard their investments in the U.S. and Canada. Our clientele predominantly resides in Europe. We offer independent guidance without conflict of interest, with the sole purpose of upholding and implementing our clients’ personal and financial goals. | MF | ||
| 1.062 | The Property Private Office | William | Drake | Chairman | 44 208 012-8340 | drakepelican@outlook.com | 136 Sloane St, Chelsea | London | SW1X 9AY | United Kingdom | Europe | https://www.linkedin.com/in/william-drake-52232937/ | Families, Endowments, Real Estate | 2.016 | williamdrake@hotmail.co.uk | http://www.owlprivateoffice.com/ | http://www.owlprivateoffice.com/blog/ | Aisling has recently been the CEO of a single-family office for a London based family and previously held the role of Director of Investments for a major (Forbes 500) single family office in New York. | SF | Owl Private Office: 71 Queen Victoria Street London, EC4V 4BE UK | |||||
| The Property Private Office | Annamaria | Koerling | Managing Partner | 44 208 012-8340 | annamaria@delfinprivateoffice.com | 136 Sloane St, Chelsea | London | SW1X 9AY | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/annamariakoerling/ | Families, Endowments, Real Estate | 2.016 | http://www.owlprivateoffice.com/ | http://www.owlprivateoffice.com/blog/ | Aisling has recently been the CEO of a single-family office for a London based family and previously held the role of Director of Investments for a major (Forbes 500) single family office in New York. | SF | Owl Private Office: 71 Queen Victoria Street London, EC4V 4BE UK | ||||||
| 1.063 | The Scharf Group | Avi | Baron | Asset Management | (718) 837-7700 Ext.107 | abaron@thescharfgroup.com | 1575 50th Street, Suite 201 | Brooklyn | NY | 11219 | United States of America | North America | Yeshiva University | https://www.linkedin.com/in/avi-baron-33190764/ | Real Estate, Healthcare, Financial Services, Venture Capital | 1.946 | $4B | https://www.linkedin.com/company/the-scharf-group/ | The Scharf Group is a fourth-generation family-office investment company founded in 1946 and headquartered in New York. TSG has a diverse business strategy with experience in real estate, health care and the banking sectors. TSG has grown its real estate portfolio, with current holdings in multifamily, development, office space, industrial parks and retail. | SF | |||||
| 1.064 | The Scott Family Office Intl. | Fredrick | Scott | Chief Executive Officer | (404) 631-6700 | info@sfointl.com | 122 Mayson Ave., Suite 104 | Atlanta | GA | 30307 | United States of America | North America | University of London | https://www.linkedin.com/in/fredrickdscott/ | Private Equity, Real Estate | 2.012 | info@fredrickdscott.com, info@scottfamilyfoundationintl.org | https://fredrickdscott.com/ | https://sfointl.com/ | TSFO Intl. is a Single Family Office structure through which The Scott Family stewards their assets, strategically, to ensure that future generations have better access to knowledge, opportunities and resources than that of previous generations. We strive to deploy our assets and intellectual capital in measured ways that create growth in our portfolio while making a positive impact on society as a whole. | SF | ||||
| 1.065 | The Somera Family Office | Jay | Somera | Chief Executive Officer | Direct: (503) 922-2331 | jay@somerafamily.com | Portland | OR | United States of America | North America | Western Oregon University | https://www.linkedin.com/in/jaysomera/ | Private Equity, Real Estate, Debt and Equity, Growth Equity, Opportunistic, Non-investment Grade Credit, Real Assets and Secondary Funds | 2.021 | The Somera Family Office, a single family office firm for the Somera Family. | SF | |||||||||
| 1.066 | The Strand Partners | William | Powers | Managing Partner | wcp@thestrandpartners.com | One Town Center Road, Suite 675 | Boca Raton | FL | 33486 | United States of America | North America | Stanford University Graduate School of Business | https://www.linkedin.com/in/wcpowers/ | Real Estate, Private Equity, Venture Capital, Metals + Mining, Energy, Emerging Managers, Seeding, Direct Deals, Fund Investments, Co-Investments, Alternative Investments | 2.010 | ccpowers@beachpowers.com | https://www.linkedin.com/company/thestrandpartners/ | http://thestrandpartners.com/ | The Strand Partners is the single family office of William C. Powers & Marianne E. Powers. | SF | |||||
| 1.067 | The Straus Group | John | Bradburn | Director | jbradburn@strausgroup.com | 173 Bridge Plaza N | Fort Lee | NJ | 07024 | United States of America | North America | Indiana University - Kelley School of Business | https://www.linkedin.com/in/johnbradburnjr/ | Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital | https://strausgroup.com/ | The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. | SF | ||||||||
| The Straus Group | Daniel | Straus | Founder & Principal | (201) 346-3008 | dstraus@care-one.com | 173 Bridge Plaza N | Fort Lee | NJ | 07024 | United States of America | North America | Columbia University | https://www.linkedin.com/in/daniel-e-straus-2194ab146/ | Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital | info@danielestraus.org | https://www.danielestraus.org/ https://www.care-one.com/ | https://strausgroup.com/ | The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. | SF | ||||||
| The Straus Group | Joseph | Straus | Principal | jstraus@strausgroup.com | 173 Bridge Plaza N | Fort Lee | NJ | 07024 | United States of America | North America | Columbia University | https://www.linkedin.com/in/joseph-straus-1311b683/ | Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital | https://strausgroup.com/ | The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. | SF | |||||||||
| The Straus Group | Leeor | Farhadian | Chief Investment Officer | lfarhadian@strausgroup.com | 173 Bridge Plaza N | Fort Lee | NJ | 07024 | United States of America | North America | Rutgers University / Harvard Law School | https://www.linkedin.com/in/leeor-farhadian-0aaa7a57/ | Hedge Funds, Private Credit, Equity, Alternative Investments, Real Estate, Healthcare, Medical care, Hospital | https://strausgroup.com/ | The Straus Group, the single family office of Daniel E. Straus. It is based in Fort Lee, New Jersey. For over 20 years, the office has invested in hedge funds, private credit and equity, and other asset classes, both in the traditional and alternative spaces. Within the real estate space, the office invests in all parts of the capital structure, both in control and non-control positions, in properties across all uses in the United States and internationally. | SF | |||||||||
| 1.068 | The Toba Group | Mark | Torrance | Chief Investment Officer | mtfinfo@tobagroup.com | 712 N 34th Street, Suite 200 | Seattle | WA | 98103 | United States of America | North America | Hedge Fund, Private Equity, venture Capital, and Real Estate | http://www.marktorrancefoundation.com/ | Mark now runs The Toba Group, a single family office which oversees family holdings in real estate, publishing, communications and other ventures. | SF | ||||||||||
| 1.069 | The Wealth Office AG | Michel | Voëlin | Partner & Managing Director | 41 432 114 704 | 41 432 114 709 | m.voelin@two-zurich.com | two@two-zurich.com | Kämbelgasse 6 | Zurich | CH-8001 | Switzerland | Europe | https://www.linkedin.com/in/michel-voëlin-01b5a729/ | Real Estate | 2.009 | http://the-wealth-office.com/ | The Wealth Office, your family office in Zurich has unique competence in investment management as well as in multi family office management focusing on value creation in a globalised world. | MF | ||||||
| 1.070 | The Zittman Family Office (ZFO) | Mark | Zittman | Founder & Manager of ZFO | (917) 460-7522 | 655 Third Avenue | New York | NY | 10017 | United States of America | North America | University of Florida | https://www.linkedin.com/in/mark-zittman-ba174613a/ | Direct and Fund Investments, Private and Public Markets, Cannabis, Psychedelics, Biotech, Technology, Longevity, Artificial Intelligence, AI/ML, Crypto/Blockchain, Real Estate | 2.020 | https://tuataracapital.com/new-page | ZFO, a single-family office managing a sophisticated portfolio of direct and fund investments across private and public markets. ZFO allocates across all stages and industries with a particular focus on cannabis, psychedelics, biotech, longevity, AI/ML, crypto/blockchain, and real estate. | SF | |||||||
| 1.071 | Third Lake Capital, LLC | Stewart | Oldfield | Partner & Chief Strategy Officer | (813) 515-4566 | (813) 515-2916 | soldfield@thirdlake.com | 100 North Tampa Street, Suite 400 | Tampa | FL | 33602 | United States of America | North America | Georgetown University | https://www.linkedin.com/in/stewart-oldfield-cfa-caia-86689b49/ | Private Equity, Real Estate, Venture Capital, Alternative Investments | 2.013 | stewart@coldstreamadv.com | https://www.linkedin.com/company/third-lake-capital-llc/ | TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds. TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. | SF | ||||
| Third Lake Capital, LLC | Peter | Fynboh | Vice President | (813) 515-4566 | (813) 515-2916 | pfynboh@thirdlake.com | 100 North Tampa Street, Suite 400 | Tampa | FL | 33602 | United States of America | North America | University of Minnesota | https://www.linkedin.com/in/peter-fynboh-4b1479b/ | Private Equity, Real Estate, Venture Capital, Alternative Investments | 2.013 | https://www.linkedin.com/company/third-lake-capital-llc/ | TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds. TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. | SF | ||||||
| Third Lake Capital, LLC | Ken | Jones | Chairman & CEO | (813) 515-4566 | (813) 515-2916 | kjones@thirdlake.com | 100 North Tampa Street, Suite 400 | Tampa | FL | 33602 | United States of America | North America | Florida State University | https://www.linkedin.com/in/ken-jones-a88406b3/ | Private Equity, Real Estate, Venture Capital, Alternative Investments | 2.013 | https://www.linkedin.com/company/third-lake-capital-llc/ | TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds. TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. | SF | ||||||
| Third Lake Capital, LLC | Luke | Thomas | Principal | (813) 515-4566 | (813) 515-2916 | lthomas@thirdlake.com | 100 North Tampa Street, Suite 400 | Tampa | FL | 33602 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/luke-thomas-28b8a353/ | Private Equity, Real Estate, Venture Capital, Alternative Investments | 2.013 | https://www.linkedin.com/company/third-lake-capital-llc/ | TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds. TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. | SF | ||||||
| Third Lake Capital, LLC | Nicholas | Oberholtzer | Senior Associate | (813) 515-4566 | (813) 515-2916 | noberholtzer@thirdlake.com | 100 North Tampa Street, Suite 400 | Tampa | FL | 33602 | United States of America | North America | Florida State University | https://www.linkedin.com/in/nicholasoberholtzer/ | Private Equity, Real Estate, Venture Capital, Alternative Investments | 2.013 | https://www.linkedin.com/company/third-lake-capital-llc/ | TLC was created as a single family office to exclusively manage the capital of a Forbes 400 family, who are the founders and current owners of one of the largest privately held companies in the world. Established in 2013, TLC is an investment firm primarily focused on the following investment activities: Traditional private equity investments, Direct real estate investments, Selectively investing with established third-party managers including private equity funds, private debt funds and hedge funds. TLC seeks to invest in middle market companies with the ability to generate attractive returns through operational improvements, not leverage. Will consider all industries with particular focus on the following: Industrial, Manufacturing, Distribution, Transportation & Logistics, Aerospace/Defense, Healthcare, Consumer, Restaurants, Home Furnishings, Consumer Products, Consumer Services, Business Services. | SF | ||||||
| 1.072 | Thirdrock Capital Private Limited | Jason | Lai | Founder | 65 6692 2336 | jason@thirdrockgrp.com | info@thirdrockgrp.com | 3 Church Street, #25-01 Samsung Hub | Singapore | 049483 | Singapore | Asia | Angel, VC Perspective, Pre-IPO, M&A, Mergers Acquisitions, Divestitures and Exclusive Sales, Joint Ventures, Leveraged Buyouts, Privatisations, Restructurings, Finacial Technology, FinTech, Private Equity, Oil & Gas, Healthcare, Industrials, Property, Renewables | 2.010 | $500M | https://www.linkedin.com/company/thirdrock-group/ | https://www.thirdrockgrp.com/ | Based in Singapore, Thirdrock was a leading independent investment management group, until the acquisition of its wealth and asset management business by Schroders & Co. (Asia) Ltd. in 2019. Founded in 2010 originally as a multi-family office serving a handful of Asian UHNW families, Thirdrock expanded its investment capabilities, beyond wealth management, to include funds management and corporate advisory. | MF | ||||||
| 1.073 | Thominvest | Mats | Söderström | Managing Director | 358 9 681 661 | 358 9 6816 6205 | mats.soderstrom@thominvest.fi | Kalevankatu 12, P.O. Box 474 | Helsinki | 00100 | Finland | Europe | Real Estate | $2.5M | https://thominvest.fi/ | Thominvest is a family office based in Helsinki, Finland owned by investment companies Thomasset Oy and Thomfinance Oy. | SF | ||||||||
| Thominvest | Pekka | Soikkeli | Managing Director | 358 9 681 661 | 358 9 6816 6205 | pekka.soikkeli@thominvest.fi | Kalevankatu 12, P.O. Box 474 | Helsinki | 00100 | Finland | Europe | Real Estate | $2.5M | https://thominvest.fi/ | Thominvest is a family office based in Helsinki, Finland owned by investment companies Thomasset Oy and Thomfinance Oy. | SF | |||||||||
| Thominvest | Tarja | Japola | Back Office Manager | 358 9 681 661 | 358 9 6816 6205 | tarja.japola@thominvest.fi | Kalevankatu 12, P.O. Box 474 | Helsinki | 00100 | Finland | Europe | https://www.linkedin.com/in/tarja-japola-976a6b11/ | Real Estate | $2.5M | https://thominvest.fi/ | Thominvest is a family office based in Helsinki, Finland owned by investment companies Thomasset Oy and Thomfinance Oy. | SF | ||||||||
| 1.074 | Thompson Family Office | Paul | Gyra | Managing Partner | paul@thompsonfamilyoffice.com | 10001 Patterson Ave., Suite 200 | Richmond | VA | 23238 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/paul-gyra-3110ab16/ | Telecommunications, Television Production, Banking, Retail, Services, Manufacturing, Real Estate | 1.999 | http://www.thompsonfamilyoffice.com/ | Thompson Family Office is a single family office firm for the Thompson Family. With a family history spanning back to the 1700s, the Thompson family has been associated with serving both the community in Virginia and building entrepreneurial business ventures with the investment discipline and management excellence to preserve and grow wealth over a number of generations. The Thompson Family Office is an enterprise that originated in Richmond, Virginia, with deep faith- based roots in Virginia and Washington, DC and continues to expand its global impact investment reach with like-minded Family Offices, Aligned Investment Partners, and Strategic Advisors across the Middle East, Asia, South America, and Europe. The Thompson Family Office has a successful history of investing, divesting, and operating businesses across many different industries including telecommunications, television production, banking, retail, services, manufacturing and real estate. | SF | |||||||
| Thompson Family Office | Litt | Thompson | Managing Partner | litt@thompsonfamilyoffice.com | 10001 Patterson Ave., Suite 200 | Richmond | VA | 23238 | United States of America | North America | University of Richmond - Robins School of Business | https://www.linkedin.com/in/litt-thompson-1805505/ | Telecommunications, Television Production, Banking, Retail, Services, Manufacturing, Real Estate | 1.999 | litt@washingtondcsouth.com | http://www.thompsonfamilyoffice.com/ | Thompson Family Office is a single family office firm for the Thompson Family. With a family history spanning back to the 1700s, the Thompson family has been associated with serving both the community in Virginia and building entrepreneurial business ventures with the investment discipline and management excellence to preserve and grow wealth over a number of generations. The Thompson Family Office is an enterprise that originated in Richmond, Virginia, with deep faith- based roots in Virginia and Washington, DC and continues to expand its global impact investment reach with like-minded Family Offices, Aligned Investment Partners, and Strategic Advisors across the Middle East, Asia, South America, and Europe. The Thompson Family Office has a successful history of investing, divesting, and operating businesses across many different industries including telecommunications, television production, banking, retail, services, manufacturing and real estate. | SF | |||||||
| Thompson Family Office | Tommy | Thompson | Partner | Direct: (804) 306-3001 | tommy@tommythompson.org | 10001 Patterson Ave., Suite 200 | Richmond | VA | 23238 | United States of America | North America | Columbia Theological Seminary | https://www.linkedin.com/in/tommy-thompson-teacher/ | Telecommunications, Television Production, Banking, Retail, Services, Manufacturing, Real Estate | 1.999 | https://tommythompson.org/ | http://www.thompsonfamilyoffice.com/ | Thompson Family Office is a single family office firm for the Thompson Family. With a family history spanning back to the 1700s, the Thompson family has been associated with serving both the community in Virginia and building entrepreneurial business ventures with the investment discipline and management excellence to preserve and grow wealth over a number of generations. The Thompson Family Office is an enterprise that originated in Richmond, Virginia, with deep faith- based roots in Virginia and Washington, DC and continues to expand its global impact investment reach with like-minded Family Offices, Aligned Investment Partners, and Strategic Advisors across the Middle East, Asia, South America, and Europe. The Thompson Family Office has a successful history of investing, divesting, and operating businesses across many different industries including telecommunications, television production, banking, retail, services, manufacturing and real estate. | SF | ||||||
| Thompson Family Office | Gavin | Thompson | Partner | gavin@thompsonfamilyoffice.com | 10001 Patterson Ave., Suite 200 | Richmond | VA | 23238 | United States of America | North America | Liberty University | https://www.linkedin.com/in/gavin-thompson-236b09166/ | Telecommunications, Television Production, Banking, Retail, Services, Manufacturing, Real Estate | 1.999 | gavin@washingtondcsouth.com | http://www.thompsonfamilyoffice.com/ | Thompson Family Office is a single family office firm for the Thompson Family. With a family history spanning back to the 1700s, the Thompson family has been associated with serving both the community in Virginia and building entrepreneurial business ventures with the investment discipline and management excellence to preserve and grow wealth over a number of generations. The Thompson Family Office is an enterprise that originated in Richmond, Virginia, with deep faith- based roots in Virginia and Washington, DC and continues to expand its global impact investment reach with like-minded Family Offices, Aligned Investment Partners, and Strategic Advisors across the Middle East, Asia, South America, and Europe. The Thompson Family Office has a successful history of investing, divesting, and operating businesses across many different industries including telecommunications, television production, banking, retail, services, manufacturing and real estate. | SF | |||||||
| 1.075 | THT Family Office Inc. | Jean-Christophe | Thouait | President | USA: (203) 233-6927, France: 33 684 400 400 | jct@thtfamilyoffice.com | 45 Glenville St. | Greenwich | CT | 06831 | United States of America | North America | Université de Franche-Comté | https://www.linkedin.com/in/visitezleprofildejcthouait/ | International Real Estate Investments | 2.019 | jcthouait@aol.com | https://www.linkedin.com/company/tht-family-office-inc/ | https://www.thtfamilyoffice.com/ | Our main purpose is to run a Multi Family Office based on Business Development between Europe and USA, private board governance, international real estate investments, Wealth Management, private supports entrepreneurs, business angel investor. | MF | ||||
| THT Family Office Inc. | Jean-Christophe | Thouait | President | USA: (203) 233-6927, France: 33 684 400 400 | jct@thtfamilyoffice.com | 45 Glenville St. | Greenwich | CT | 06831 | United States of America | North America | université de Franche-Comté | https://www.linkedin.com/in/visitezleprofildejcthouait/ | International Real Estate Investments | 2.019 | jcthouait@aol.com | https://www.linkedin.com/company/tht-family-office-inc/ | https://www.thtfamilyoffice.com/ | Our main purpose is to run a Multi Family Office based on Business Development between Europe and USA, private board governance, international real estate investments, Wealth Management, private supports entrepreneurs, business angel investor. | MF | |||||
| 1.076 | Timberline Holdings | Joseph | McCarty | President | (205) 259-2060 | joe@timberlineholdings.com | rich@timberlineholdings.com | 3800 Colonnade Parkway, Suite 430 | Birmingham | AL | 35243 | United States of America | North America | University of Alabama at Birmingham | https://www.linkedin.com/in/joe-mccarty-83b8461a/ | Businesses Venture, Real Estate, Private Equity | 2.010 | https://www.linkedin.com/company/timberline-management-company/ | https://timberlineholdings.com/ | Timberline Holdings is a single-family office located in Birmingham, Alabama. Formed in 2010, Timberline uses its financial and management resources to support our partners in achieving long term growth and financial stability. Our company has invested across asset classes and industries ranging from early stage venture to control positions in companies with decades of operating history. We enjoy working with aligned founders and management and helping them achieve the goals they have for their company. Timberline Management Company has a diversified portfolio of businesses venture, real estate, and private equity investments. Timberline currently has two operating companies and many investments in the venture, growth and private equity stages. | SF | ||||
| Timberline Holdings | Braxton | Goodrich | Manager | (205) 259-2060 | braxton@thegoodrichcompany.com | rich@timberlineholdings.com | 3800 Colonnade Parkway, Suite 430 | Birmingham | AL | 35243 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/braxton-goodrich-7910141/ | Businesses Venture, Real Estate, Private Equity | 2.010 | https://www.linkedin.com/company/timberline-management-company/ | https://timberlineholdings.com/ | Timberline Holdings is a single-family office located in Birmingham, Alabama. Formed in 2010, Timberline uses its financial and management resources to support our partners in achieving long term growth and financial stability. Our company has invested across asset classes and industries ranging from early stage venture to control positions in companies with decades of operating history. We enjoy working with aligned founders and management and helping them achieve the goals they have for their company. Timberline Management Company has a diversified portfolio of businesses venture, real estate, and private equity investments. Timberline currently has two operating companies and many investments in the venture, growth and private equity stages. | SF | |||||
| Timberline Holdings | Charles | Goodrich | Venture Capital Manager | (205) 259-2060 | charles@timberlineholdings.com | rich@timberlineholdings.com | 3800 Colonnade Parkway, Suite 430 | Birmingham | AL | 35243 | United States of America | North America | Univesity of Alabama School of Law | https://www.linkedin.com/in/charles-goodrich-39008b3/ | Businesses Venture, Real Estate, Private Equity | 2.010 | https://www.linkedin.com/company/timberline-management-company/ | https://timberlineholdings.com/ | Timberline Holdings is a single-family office located in Birmingham, Alabama. Formed in 2010, Timberline uses its financial and management resources to support our partners in achieving long term growth and financial stability. Our company has invested across asset classes and industries ranging from early stage venture to control positions in companies with decades of operating history. We enjoy working with aligned founders and management and helping them achieve the goals they have for their company. Timberline Management Company has a diversified portfolio of businesses venture, real estate, and private equity investments. Timberline currently has two operating companies and many investments in the venture, growth and private equity stages. | SF | |||||
| Timberline Holdings | Rich | McRoberts | Business Analyst | (205) 259-2060 | rich@timberlineholdings.com | rich@timberlineholdings.com | 3800 Colonnade Parkway, Suite 430 | Birmingham | AL | 35243 | United States of America | North America | The University of Alabama School of Law | https://www.linkedin.com/in/rich-mcroberts-7aaa138/ | Businesses Venture, Real Estate, Private Equity | 2.010 | https://www.linkedin.com/company/timberline-management-company/ | https://timberlineholdings.com/ | Timberline Holdings is a single-family office located in Birmingham, Alabama. Formed in 2010, Timberline uses its financial and management resources to support our partners in achieving long term growth and financial stability. Our company has invested across asset classes and industries ranging from early stage venture to control positions in companies with decades of operating history. We enjoy working with aligned founders and management and helping them achieve the goals they have for their company. Timberline Management Company has a diversified portfolio of businesses venture, real estate, and private equity investments. Timberline currently has two operating companies and many investments in the venture, growth and private equity stages. | SF | |||||
| 1.077 | Times 3 Capital | Mark | Florman | Managing Partner | 44 776 742-0491 | 44 207 520-9410 | mark@markflorman.com | info@times3capital.com | 33 St. James's Square | London | SW1Y 4JS | United Kingdom | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/mark-florman-b4537b44/ | Mid Market and Larger Private Equity Funds, as well as Credit, Co-Investment and Real Estate Funds | 2.001 | mark.florman@time-partners.com | http://www.markflorman.com/ | http://times3capital.com/ | Times 3 Capital invests in private capital opportunities and in all parts of the capital structure. We are an active LP in private equity funds, and a member of the BVCA, EVCA, and EMPEA. | SF | |||
| 1.078 | Timonier Family Office, Ltd. | Janice | French | Wealth Planning Advisor | (336) 725-5010 | (336) 725-5002 | janice@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | University of Tampa | 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 | ||
| Timonier Family Office, Ltd. | Tim | Baker | CIMA, President & CEO | (336) 725-5010 | (336) 725-5002 | tim@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | University of South Carolina | 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 | |||
| Timonier Family Office, Ltd. | Nick | Baker | Wealth Planning Advisor | (336) 725-5010 | (336) 725-5002 | nick@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | University of South Carolina | https://www.linkedin.com/in/nick-baker-93119815/ | 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 | |||
| Timonier Family Office, Ltd. | Robert | Lack | Attorney | (336) 725-5010 | (336) 725-5002 | robert@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | University of South Carolina School of Law | https://www.linkedin.com/in/robert-lack-7262b5b/ | 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 | |||
| Timonier Family Office, Ltd. | Sam | Soots | Director of Retirement Plan Services | (336) 725-5010 | (336) 725-5002 | sam@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | Wake Forest University | https://www.linkedin.com/in/sam-soots-cfp®-crps®-56ab1482/ | 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 | |||
| Timonier Family Office, Ltd. | Febry | Beavers | Director of Client Services | (336) 725-5010 | (336) 725-5002 | febry@timonier.com | timonier@timonier.com | 121-B Reynolda Village | Winston-Salem | NC | 27106 | United States of America | North America | https://www.linkedin.com/in/febrybeavers/ | 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 | ||||
| 1.079 | Titan Grove Holdings | Jeffrey | Tannenbaum | Founder | Direct: (212) 659-4917 | jtannenbaum@firtree.com | impact@titangrove.com | 51 Bedford Rd. | Katonah | NY | 10536 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/jeff-tannenbaum-6447631/ | Software, Technology, Computer, Real Estate, Wireless Cellular, Mobile, Internet, Data | 2.018 | ir@firtree.com | https://www.firtree.com/ | https://www.titangrove.com/ | Titan Grove, a private holding company focused on building and owning mission-driven businesses that promote sustainable, healthy and just capitalism. We build and own profitable, impact-driven businesses that transform industries and promote sustainable, healthy, and just capitalism. We achieve this mission by working with exceptional entrepreneurs, innovators, and institutions. | SF | |||
| Titan Grove Holdings | Mark | Cirilli | Advisor | mcirilli@mppgrp.com | impact@titangrove.com | 51 Bedford Rd. | Katonah | NY | 10536 | United States of America | North America | Fordham University | https://www.linkedin.com/in/mark-cirilli-5a10099/ | Software, Technology, Computer, Real Estate, Wireless Cellular, Mobile, Internet, Data | 2.018 | http://mppgrp.com/ | https://www.titangrove.com/ | Titan Grove, a private holding company focused on building and owning mission-driven businesses that promote sustainable, healthy and just capitalism. We build and own profitable, impact-driven businesses that transform industries and promote sustainable, healthy, and just capitalism. We achieve this mission by working with exceptional entrepreneurs, innovators, and institutions. | SF | ||||||
| Titan Grove Holdings | Cisco | DeVries | Advisor | cisco@ohmconnect.com | impact@titangrove.com | 51 Bedford Rd. | Katonah | NY | 10536 | United States of America | North America | UC San Diego / University of California, Berkeley | https://www.linkedin.com/in/cisco-devries-9a89363/ | Software, Technology, Computer, Real Estate, Wireless Cellular, Mobile, Internet, Data | 2.018 | https://www.ohmconnect.com/ | https://www.titangrove.com/ | Titan Grove, a private holding company focused on building and owning mission-driven businesses that promote sustainable, healthy and just capitalism. We build and own profitable, impact-driven businesses that transform industries and promote sustainable, healthy, and just capitalism. We achieve this mission by working with exceptional entrepreneurs, innovators, and institutions. | SF | ||||||
| 1.080 | TJI Management | Geert | Vroman | Wealth Manager & Partner | Direct: 32 92 104 762 | geert.vroman@delen.be | info@tji-management.com | Finland | Europe | Ghent University | https://www.linkedin.com/in/geert-vroman-34380627/ | Real Estate, Technology, loT, Biotechnology, Agriculture, Renewable Energy | geert.vroman@pandora.be | https://www.linkedin.com/company/tji-management-t/ | https://www.tji-management.com/ | Established in Finland, TJI Management is a boutique multi family office, which for the last decade has provided asset and investment management services to affluent families worldwide. As part of our long-lasting effort to advice high net worth investors about the perpetuation of their wealth, we are on a constant lookout for high-yield investment opportunities in promising sectors of the global economy, such as real estate, technology, loT, biotechnology, agriculture, and renewable energy. Aiming to deliver clients with our 360° service, we focus on each client's individual interests, and investment goals, from the portfolio planning stage through to the investment's full-scale and successful execution. In addition to our core investment activity, we are an authorized asset management firm, managing our clients' liquid and illiquid assets across diverse fields and geographies. | MF | ||||||||
| TJI Management | Shahab | Mir Rezaei | Human Resources Manager | human-resources@tji-management.com | info@tji-management.com | Finland | Europe | University of Helsinki | https://www.linkedin.com/in/shahabmirrezaei/ | Real Estate, Technology, loT, Biotechnology, Agriculture, Renewable Energy | https://www.linkedin.com/in/twain-j/ | https://www.tji-management.com/ | Established in Finland, TJI Management is a boutique multi family office, which for the last decade has provided asset and investment management services to affluent families worldwide. As part of our long-lasting effort to advice high net worth investors about the perpetuation of their wealth, we are on a constant lookout for high-yield investment opportunities in promising sectors of the global economy, such as real estate, technology, loT, biotechnology, agriculture, and renewable energy. Aiming to deliver clients with our 360° service, we focus on each client's individual interests, and investment goals, from the portfolio planning stage through to the investment's full-scale and successful execution. In addition to our core investment activity, we are an authorized asset management firm, managing our clients' liquid and illiquid assets across diverse fields and geographies. | MF | |||||||||||
| 1.081 | Todd Family Office | Graham | Reeve | Chairman | 64 4 931 6189 | 64 4 931 6049 | info@toddfoundation.org.nz | P.O. Box 3142 | Wellington | 6140 | New Zealand | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/graham-reeve-8755a625/ | Green Energy, Property, Healthcare | 2.010 | https://toddcorporation.com/ | http://www.toddfoundation.org.nz/ | Todd Family Office serves as Single Family Office firm for the Todd Family. | SF | |||||
| 1.082 | Toledo Capital AG | Adina | Krausz | Head of Investor Relations, Director | 41 586 806 280 | 41 586 806 281 | adina.krausz@gmail.com | info@toledocapital.ch | Gartenstrasse 33 | Zurich | CH-8002 | Switzerland | Europe | https://www.linkedin.com/in/adina-krausz-3873497/ | Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products | 2.011 | https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ | https://toledocapital.ch/ | Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. | MF | |||||
| Toledo Capital AG | Ziporah | Kornfein | Investment & Management Associate | 41 586 806 280 | 41 586 806 281 | ziporah.kornfein@toledocapital.ch | info@toledocapital.ch | Gartenstrasse 33 | Zurich | CH-8002 | Switzerland | Europe | Juventus Schulen Zürich | https://www.linkedin.com/in/ziporah-kornfein-738764184/ | Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products | 2.011 | https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ | https://toledocapital.ch/ | Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. | MF | |||||
| Toledo Capital AG | Guy | Schochet | Senior Financial Advisor | 41 586 806 280 | 41 586 806 281 | guy.schochet@toledocapital.ch | info@toledocapital.ch | Gartenstrasse 33 | Zurich | CH-8002 | Switzerland | Europe | https://www.linkedin.com/in/guy-schochet-58547b2/ | Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products | 2.011 | https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ | https://toledocapital.ch/ | Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. | MF | ||||||
| Toledo Capital AG | Uri | Krausz | Owner and Founder | 41 586 806 280 | 41 586 806 281 | uri.krausz@toledocapital.ch | info@toledocapital.ch | Gartenstrasse 33 | Zurich | CH-8002 | Switzerland | Europe | https://www.linkedin.com/in/uri-krausz-95854244/ | Money Market, Bonds, Stocks, Hedge Funds, Real Estate, Strutured Products | 2.011 | https://www.linkedin.com/company/toledo-capital-ag-multi-family-office/ | https://toledocapital.ch/ | Toledo Capital is a Multi Family Office that has the flexibility to provide thorough financial services for select clients and wealthy families around the globe. | MF | ||||||
| 1.083 | TOMS Capital LLC | Scott | Sublett | Managing Director | (212) 524-7300 | scott@tomscapital.com | 450 W 14th Street, 13th Floor | New York | NY | 10014 | United States of America | North America | The University of Texas at Austin | https://www.linkedin.com/in/scott-sublett-03534331/ | Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet | https://www.linkedin.com/company/toms-capital-llc/ | TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. | SF | |||||||
| TOMS Capital LLC | Nick | Boyle | Head of Real Estate Development | Direct: (212) 524-7339, Mobile: (917) 239-2846 | nick@tomscapital.com | 450 W 14th Street, 13th Floor | New York | NY | 10014 | United States of America | North America | https://www.linkedin.com/in/nicholas-boyle-29211548/ | Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet | https://www.linkedin.com/company/toms-capital-llc/ | TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. | SF | |||||||||
| TOMS Capital LLC | Guy | Weltsch | Partner | (212) 524-7300 | guy@tomscapital.com | 450 W 14th Street, 13th Floor | New York | NY | 10014 | United States of America | North America | Reichman University / Harvard Business School | https://www.linkedin.com/in/guy-weltsch-73a83/ | Real Estate, Hedge Funds, Consumer Products & Services, Media & Digital Media, Software & Internet | https://www.linkedin.com/company/toms-capital-llc/ | TOMS Capital is a family office run by Noam Gottesman, and handles his personal investments, art, and philanthopy. Noam Gottesman (born May 1961) is a New York City-based, Israeli-American businessman, former hedge fund manager, and co-founder of GLG Partners. He later entered the restaurant industry, investing in establishments including Eleven Madison Park in New York City, which was voted the number 1 restaurant in the world by The World's 50 Best Restaurants in 2017. | SF | ||||||||
| 1.084 | Tonn Investments, LLC | Scott | Tonn | Manager & Principal | (602) 684-1000 | stonn@tonninv.com | 5635 N Scottsdale Road, Suite 170 | Scottsdale | AZ | 85250 | United States of America | North America | University of California, Davis | https://www.linkedin.com/in/scott-tonn-bb48183a/ | Construction, Real Estate, Renewable Energy (Photovoltaic), Multi-Family Development, Internet Consumer Aervices, IT Infrastructure Companies | 2.010 | stonn@defergain.com | https://defergain.com/ https://365pronto.com/ | https://tonninv.com/ | Tonn Investments is a private holding company which specializes in investment, as well as owning and operating companies and assets, in the following sectors: construction, real estate, renewable energy (photovoltaic), multi-family development, and internet consumer services and IT infrastructure companies. | SF | ||||
| 1.085 | Topor & Co. Korea | David | Yoon | Portfolio Manager & Associate | 82 2723 2900 | 82 2723 2901 | davidyoon1024@gmail.com | office@tckinvestments.com | 12F, Heungkuk Life Insurance Building, 68 Saemunan-ro, Jongro-gu | Seoul | 03184 | Korea | Asia | Sogang University | https://www.linkedin.com/in/david-yoon-cfa-frm-123b6a111/ | Public and Private Equities, Public and Private Debt, Real Estate, Commodities, Absolute Return Strategies | 2.011 | $640M | https://www.linkedin.com/company/tck-investment-management/ | https://www.tckinvestments.com/ | Established in 2011, TCK Investment Management (TCK) is a multi-family office based in Seoul. It provides investment services to families, individuals, corpo. TCK was founded by Ohad Topor. TCK is a pioneer in bringing the independent private investment office solution to Korea, working with a number of families, individuals, corporations, foundations and institutions to provide them with robust investment solutions. TCK has established close relationships with local counterparties, custodians, academic institutions, and financial corporations – relationships which are integrated throughout our wider commitment to provide a best in class service. At TCK, clients are our number one priority. We are committed to providing access to the best investment opportunities in Korea and the world. This drives our dedication to generate superior risk-adjusted returns for our clients. TCK was also founded with guidance from Howard Marks, Co-Chairman of Oaktree Capital, considering his investment philosophy and approach. Oaktree provided a founding equity investment and is a shareholder in the business. | MF | |||
| Topor & Co. Korea | James | Young | Co-CEO | 82 2723 2900 | 82 2723 2901 | jyoung@tckinvestments.com | office@tckinvestments.com | 12F, Heungkuk Life Insurance Building, 68 Saemunan-ro, Jongro-gu | Seoul | 03184 | Korea | Asia | Columbia University | https://www.linkedin.com/in/james-young-05204640/ | Public and Private Equities, Public and Private Debt, Real Estate, Commodities, Absolute Return Strategies | 2.011 | $640M | https://www.linkedin.com/company/tck-investment-management/ | https://www.tckinvestments.com/ | Established in 2011, TCK Investment Management (TCK) is a multi-family office based in Seoul. It provides investment services to families, individuals, corpo. TCK was founded by Ohad Topor. TCK is a pioneer in bringing the independent private investment office solution to Korea, working with a number of families, individuals, corporations, foundations and institutions to provide them with robust investment solutions. TCK has established close relationships with local counterparties, custodians, academic institutions, and financial corporations – relationships which are integrated throughout our wider commitment to provide a best in class service. At TCK, clients are our number one priority. We are committed to providing access to the best investment opportunities in Korea and the world. This drives our dedication to generate superior risk-adjusted returns for our clients. TCK was also founded with guidance from Howard Marks, Co-Chairman of Oaktree Capital, considering his investment philosophy and approach. Oaktree provided a founding equity investment and is a shareholder in the business. | MF | ||||
| Topor & Co. Korea | Mark | Tetto | Co-CEO | 82 2723 2900 | 82 2723 2901 | mtetto@tckinvestments.com | office@tckinvestments.com | 12F, Heungkuk Life Insurance Building, 68 Saemunan-ro, Jongro-gu | Seoul | 03184 | Korea | Asia | Princeton University | https://www.linkedin.com/in/marktetto/ | Public and Private Equities, Public and Private Debt, Real Estate, Commodities, Absolute Return Strategies | 2.011 | $640M | https://www.linkedin.com/company/tck-investment-management/ | https://www.tckinvestments.com/ | Established in 2011, TCK Investment Management (TCK) is a multi-family office based in Seoul. It provides investment services to families, individuals, corpo. TCK was founded by Ohad Topor. TCK is a pioneer in bringing the independent private investment office solution to Korea, working with a number of families, individuals, corporations, foundations and institutions to provide them with robust investment solutions. TCK has established close relationships with local counterparties, custodians, academic institutions, and financial corporations – relationships which are integrated throughout our wider commitment to provide a best in class service. At TCK, clients are our number one priority. We are committed to providing access to the best investment opportunities in Korea and the world. This drives our dedication to generate superior risk-adjusted returns for our clients. TCK was also founded with guidance from Howard Marks, Co-Chairman of Oaktree Capital, considering his investment philosophy and approach. Oaktree provided a founding equity investment and is a shareholder in the business. | MF | ||||
| Topor & Co. Korea | Andrew | Kim | Executive Director | 82 2723 2900 | 82 2723 2901 | akim@tckinvestments.com | office@tckinvestments.com | 12F, Heungkuk Life Insurance Building, 68 Saemunan-ro, Jongro-gu | Seoul | 03184 | Korea | Asia | Yonsei University | https://www.linkedin.com/in/andrew-eungchul-kim-14159520/ | Public and Private Equities, Public and Private Debt, Real Estate, Commodities, Absolute Return Strategies | 2.011 | $640M | https://www.linkedin.com/company/tck-investment-management/ | https://www.tckinvestments.com/ | Established in 2011, TCK Investment Management (TCK) is a multi-family office based in Seoul. It provides investment services to families, individuals, corpo. TCK was founded by Ohad Topor. TCK is a pioneer in bringing the independent private investment office solution to Korea, working with a number of families, individuals, corporations, foundations and institutions to provide them with robust investment solutions. TCK has established close relationships with local counterparties, custodians, academic institutions, and financial corporations – relationships which are integrated throughout our wider commitment to provide a best in class service. At TCK, clients are our number one priority. We are committed to providing access to the best investment opportunities in Korea and the world. This drives our dedication to generate superior risk-adjusted returns for our clients. TCK was also founded with guidance from Howard Marks, Co-Chairman of Oaktree Capital, considering his investment philosophy and approach. Oaktree provided a founding equity investment and is a shareholder in the business. | MF | ||||
| 1.086 | Tortoise Properties & Tortoise Family Office | James | Geleerd | Chief Executive Officer | (312) 617-8869 | (312) 617-8869 | jake@tortoiseproperties.com | 20 West Kinzie, 17th Floor | Chicago | IL | 60654 | United States of America | North America | University of Illinois Urbana-Champaign | https://www.linkedin.com/in/james-d-jake-geleerd-12b81021/ | Real Estate Family Office focused on Residential, Commercial and mixed-use Properties in select US markets. | 2.017 | http://www.tortoiseproperties.com/ | Tortoise Family Office, is a single family office firm for the Tortoise Properties' owners. Tortoise Properties, LLC is a well-capitalized, privately held commercial and residential company headquartered in Palm Beach County that focuses on acquiring and developing its legacy assets consisting of premier income-producing commercial office, multi-family and mixed-use properties in the South Florida region. Drawing upon more than 60 years of combined principal experience and expertise in asset valuation, acquisition, development and management, leadership seeks and drives strategic, methodical long-term buy-and-hold investment opportunities. Founded by Jake Geleerd and partner Kelly Brannen in late 2017, Tortoise Properties has earned an industry reputation for delivering strong ROI for partners and investors by acquiring, developing, owning and operating highly desirable and safe places in which to live, work and play. | SF | |||||
| Tortoise Properties & Tortoise Family Office | Clayton | Idle | Managing Director | (312) 617-8869 | (312) 617-8869 | clayton@tortoiseproperties.com | 20 West Kinzie, 17th Floor | Chicago | IL | 60654 | United States of America | North America | Florida State University - College of Business | https://www.linkedin.com/in/clayton-idle-6186379/ | Real Estate Family Office focused on Residential, Commercial and mixed-use Properties in select US markets. | 2.017 | http://www.tortoiseproperties.com/ | Tortoise Family Office, is a single family office firm for the Tortoise Properties' owners. Tortoise Properties, LLC is a well-capitalized, privately held commercial and residential company headquartered in Palm Beach County that focuses on acquiring and developing its legacy assets consisting of premier income-producing commercial office, multi-family and mixed-use properties in the South Florida region. Drawing upon more than 60 years of combined principal experience and expertise in asset valuation, acquisition, development and management, leadership seeks and drives strategic, methodical long-term buy-and-hold investment opportunities. Founded by Jake Geleerd and partner Kelly Brannen in late 2017, Tortoise Properties has earned an industry reputation for delivering strong ROI for partners and investors by acquiring, developing, owning and operating highly desirable and safe places in which to live, work and play. | SF | ||||||
| Tortoise Properties & Tortoise Family Office | Kelly | Brannen | Chairman & Co-Founder | (312) 617-8869 | (312) 617-8869 | kelly@tortoiseproperties.com | 20 West Kinzie, 17th Floor | Chicago | IL | 60654 | United States of America | North America | University of Rochester | https://www.linkedin.com/in/kelly-brannen-35616a144/ | Real Estate Family Office focused on Residential, Commercial and mixed-use Properties in select US markets. | 2.017 | http://www.tortoiseproperties.com/ | Tortoise Family Office, is a single family office firm for the Tortoise Properties' owners. Tortoise Properties, LLC is a well-capitalized, privately held commercial and residential company headquartered in Palm Beach County that focuses on acquiring and developing its legacy assets consisting of premier income-producing commercial office, multi-family and mixed-use properties in the South Florida region. Drawing upon more than 60 years of combined principal experience and expertise in asset valuation, acquisition, development and management, leadership seeks and drives strategic, methodical long-term buy-and-hold investment opportunities. Founded by Jake Geleerd and partner Kelly Brannen in late 2017, Tortoise Properties has earned an industry reputation for delivering strong ROI for partners and investors by acquiring, developing, owning and operating highly desirable and safe places in which to live, work and play. | SF | ||||||
| 1.087 | Tosalu NV | Sam | Desimpel | Director | 32 51 695 046 | 32 51 695 274 | sam@toptieraccess.com | info@tosalu.be | Nieuwstraat 38 | Kortemark | 8610 | Belgium | Europe | KU Leuven | https://www.linkedin.com/in/samdesimpel/ | Private Equity, Private, Real Estate, Infrastructure, Natural Resources, Hedge Funds, Technology, Application | 2.002 | sam@princip.al | https://www.toptieraccess.com/ https://princip.al/ https://www.linkedin.com/in/thdesimpel/ | http://tosalu.be/ | Tosalu is a single-family office, based in Kortemark, Belgium. | SF | |||
| 1.088 | Total Holdings Family Office | Camilo | Andrés Mejía Zacipa | Founder & Chief Investment Officer | 571 479 4356 | camilo.mejia@totalholding.com.co | trading@totalholding.com.co | Carrera 11 Bis N 124A - 66, Suite 1104 | Bogota | 110111 | Colombia | South America | Universidad de Los Andes | https://www.linkedin.com/in/camimejia/ | Venture Capital, Fist Rounds, Crowdfunding, Tech, Fintech, Consumers, Impact Finance, Industrials, Social, Financial, Stocks, Fixed Income, Commodities, FX, Real State, Residential, Commercial, Offices, Warehouses | 2.013 | https://www.facebook.com/totalholdingcolombia/ | https://www.totalholding.com.co/ | Total Holding is a single family office investing in Colombia and US. We have a diversification focus with a particular interest in venture capital projects in tech, fintech, consumers and impact finance. We are a family of industrials, social, and financial experienced professionals. We believe in capitalism as a means to achieve wealth and distribute it to those who need it and deserve it. We are looking for creative, common sense investments that help solve social envoronnemental issues and bring high returns to its shareholders. Total Holding exists to make wealthier and happier shareholders and workers, and to share the wealth created through our investmets. We do this by achieving financial, professional and familiar developement, reflected on the execution of profitable and socially implacting investments. | SF | |||||
| 1.089 | Tra Partners Ltd | Stefano | Delmenico | Founding Partner | 41 912 601 585 | stefano.delmenico@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | https://www.linkedin.com/in/stefano-delmenico-b963a514a/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Paola | Calegari | Senior Analyst | 41 912 601 585 | paola.calegari@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Alma Mater Studiorum – Università di Bologna | https://www.linkedin.com/in/paola-calegari-8226777/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Roberto | Travella | Founding Partner | 41 912 601 585 | roberto.travella@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/roberto-travella-b142814/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Massimo | Ranalli | Director | 41 912 601 585 | massimo.ranalli@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Università Bocconi | https://www.linkedin.com/in/massimo-ranalli-11253315b/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Annalisa | Stirpe | Analyst | 41 912 601 585 | annalisa.stirpe@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Università Bocconi | https://www.linkedin.com/in/annalisa-stirpe-abba4435/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Massimo | Ranalli | Director | 41 912 601 585 | massimo.ranalli@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Università Bocconi | https://www.linkedin.com/in/massimo-ranalli-11253315b/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities | 2.016 | https://www.linkedin.com/company/tra-partners-ltd/ | https://trapartners.com/ | Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. We are a multi-family office of 14 professionals, based in Switzerland and Italy, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). | MF | 39 0521 576 095 Email: parma@trapartners.com | |||||
| Tra Partners Ltd | Ilaria | Mori | Partner | 41 912 601 585 | ilaria.mori@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Università degli Studi di Parma | https://www.linkedin.com/in/ilaria-mori-16272662/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities etc. | 2.016 | https://trapartners.com/ | Tra Partners, a multi-family office of 16 professionals, based in Switzerland, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). We are totally independent and we offer our clients completely impartial answers to meet their specific needs. Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. | MF | 39 0521 576 095 Email: parma@trapartners.com | ||||||
| Tra Partners Ltd | Paola | Calegari | Senior Analyst | 41 912 601 585 | paola.calegari@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | Alma Mater Studiorum – Università di Bologna | https://www.linkedin.com/in/paola-calegari-8226777/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities etc. | 2.016 | https://trapartners.com/ | Tra Partners, a multi-family office of 16 professionals, based in Switzerland, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). We are totally independent and we offer our clients completely impartial answers to meet their specific needs. Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. | MF | 39 0521 576 095 Email: parma@trapartners.com | ||||||
| Tra Partners Ltd | Roberto | Travella | Founding Partner | 41 912 601 585 | roberto.travella@trapartners.com | lugano@trapartners.com | Via Maggio 1C | Lugano | 6900 | Switzerland | Europe | University of St.Gallen | https://www.linkedin.com/in/roberto-travella-b142814/ | Private Equity, Hybrid Structures, Real Estate Equity, Commodities etc. | 2.016 | https://trapartners.com/ | Tra Partners, a multi-family office of 16 professionals, based in Switzerland, with extensive experience in wealth protection, with particular regard to cost optimization (including both financial and non-financial assets). We are totally independent and we offer our clients completely impartial answers to meet their specific needs. Tra Partners has been founded and built toward the objective of providing influential families, treasuries and foundations with highly customized counsel and solutions to preserve and nurture their wealth over generations. | MF | 39 0521 576 095 Email: parma@trapartners.com | ||||||
| 1.090 | Trawalla Group | Alan | Schwartz | Managing Director | 61 3 9653 5300 | alan@trawallagroup.com.au | Level 4, 167 Flinders Lane | Melbourne | VIC | 3000 | Australia | Australia / Oceania | Monash University / Harvard Business School | https://www.linkedin.com/in/alan-schwartz/ | Private Equity, Real Estate, Transport | 2.007 | $1B | http://www.alanschwartz.com.au/ | https://www.trawallagroup.com.au/ | Trawalla Group is the Schwartz Family Office. Alan and Carol Schwartz established the Trawalla Group in 2007 to manage the family’s investments. Trawalla Group includes Trawalla Capital, Trawalla Property and Trawalla Foundation. As Trawalla Group’s Managing Director, Alan provides entrepreneurial and commercial leadership to a team of investment management professionals. | SF | ||||
| Trawalla Group | Carol | Schwartz | Managing Director | 61 3 9653 5300 | lara@trawallagroup.com.au | Level 4, 167 Flinders Lane | Melbourne | VIC | 3000 | Australia | Australia / Oceania | Monash University | https://www.linkedin.com/in/carol-schwartz-ao-616605168/ | Private Equity, Real Estate, Transport | 2.007 | $1B | http://www.carolschwartz.com.au/ | https://www.trawallagroup.com.au/ | Trawalla Group is the Schwartz Family Office. Alan and Carol Schwartz established the Trawalla Group in 2007 to manage the family’s investments. Trawalla Group includes Trawalla Capital, Trawalla Property and Trawalla Foundation. As Trawalla Group’s Managing Director, Alan provides entrepreneurial and commercial leadership to a team of investment management professionals. | SF | |||||
| Trawalla Group | Sarah | Buckley | Executive Director | 61 3 9653 5300 | sarah@trawallafoundation.com.au | Level 4, 167 Flinders Lane | Melbourne | VIC | 3000 | Australia | Australia / Oceania | University of Melbourne | https://www.linkedin.com/in/sarahbuckleymelb/ | Private Equity, Real Estate, Transport | 2.007 | $1B | http://www.carolschwartz.com.au/ | http://www.trawallagroup.com.au/ | Trawalla Group is the Schwartz Family Office. Alan and Carol Schwartz established the Trawalla Group in 2007 to manage the family’s investments. Trawalla Group includes Trawalla Capital, Trawalla Property and Trawalla Foundation. As Trawalla Group’s Managing Director, Alan provides entrepreneurial and commercial leadership to a team of investment management professionals. | SF | |||||
| 1.091 | Tree Capital SA | Jean-Pierre | Bettin | Director of Finance, Administration & Business Development | 41 227 350 840 | contact@treecapital.ch | 65, Rue du Rhône | Geneva | CH-1204 | Switzerland | Europe | Kalaidos University of Applied Sciences Switzerland | https://www.linkedin.com/in/jean-pierre-bettin-2638a1128/ | Real Estate Acquisitions, Venture Capital, Private Equity, Mezzanine Loans, and other types of shareholdings with the ambition to generate sustainable income tailored to our client’s needs and risk tolerance | 2.015 | jean@valorisgestion.ch, contact@valorisgestion.ch | http://valorisgestion.ch/ | https://www.treecapital.ch/ | Tree Capital is an alternative wealth management company and a multi-family office founded in Geneva in 2015, FINMA regulated (SO-FIT No: 1135). As a professional and qualified investor, we are disciplined to advise and secure our client’s investments by offering them comprehensive financial services (wealth management, investment and management advisory, assets management, …). Moreover, we establish family governance and family trusts, helping to ensure intergenerational wealth transmission and growth. | MF | |||||
| 1.092 | Trees Family Office | Rhett | Trees | Founder & Managing Partner | (303) 888-2826, (347) 828-8288 | rtrees@senecacp.com | 3001 Brighton Boulevard, Suite 334 | Denver | CO | 80216 | United States of America | North America | Harvard Business School | https://www.linkedin.com/in/rhetttrees/ | Commercial Real Estate, Intellectual Property Backed-Assets, Select Commercial Real Estate Development Projects, Accretive Real Estate Technology Companies, Complex Financial Transactions, Private Equity | 2.012 | $150M | info@828cg.com | https://senecacp.com/ http://www.828capitalgroup.com/ | https://www.linkedin.com/company/828-capital-partners/ | TFO (formerly 828 Capital Partners) is a multifaceted investment firm acting as the single-family office for the Trees family. TFO is focused on a broad range of transaction types across the United States and primarily invests in mature operating companies with defined cash flow needs, growth cycle operating companies with compelling value drivers, fully and partially vertical commercial real estate projects, notes secured by commercial real estate, intellectual property backed-assets, select commercial real estate development projects, accretive real estate technology companies and complex financial transactions. Mr. Trees is responsible for structuring each investment to balance optimal capital appreciation and income power against mitigation of execution risks, operational risks and market risks. | SF | |||
| 1.093 | Tresono Family Office AG | Alexander | von Boehm-Bezing | Director | Direct: 49 2212 772-2245 | 49 2212 772-2290 | alexander.boehm-bezing@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | University of Düsseldorf | https://www.linkedin.com/in/alexander-von-boehm-bezing-666005a3/ | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | abb@tresono.de | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | |||
| Tresono Family Office AG | Andreas | Hahn | Entrepreneurial Interests | Direct: 49 2212 772-2246, Mobile: 49 1511 518-7589 | 49 2212 772-2290 | andreas.hahn@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | University of Applied Sciences Koblenz | https://www.linkedin.com/in/andreas-hahn-8057b112/ | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | ah@tresono.de | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | ||||
| Tresono Family Office AG | Karin | Glowania | Member, Supervisory | Direct: 49 2212 772-2210 | 49 2212 772-2290 | karin.glowania@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | kg@tresono.de | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | ||||||
| Tresono Family Office AG | Angela | Müller-Valkyser | Board of Directors | Direct: 49 2212 772-2241 | 49 2212 772-2290 | angela.mueller-valkyser@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | Harvard Business School | https://www.linkedin.com/in/angela-mueller-valkyser-75ab6761/ | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | amv@tresono.de | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | ||||
| Tresono Family Office AG | Stephan | Knichel | Member of the Board | Direct: 49 2212 772-2230 | 49 2212 772-2290 | stephan.knichel@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | University of Cologne | https://www.linkedin.com/in/stephan-knichel-129a05a8/ | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | sk@tresono.de | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | ||||
| Tresono Family Office AG | Sven | Tomitza | Head of Business Unit | 49 2212 772-2211 | 49 2212 772-2290 | sven.tomitza@tresono.de | info@tresono.de | Konrad-Adenauer-Ufer 7 | Köln | 50668 | Germany | Europe | FOM University of Applied Sciences for Economics and Management | https://www.linkedin.com/in/sven-tomitza-a403a02/ | Relevant Asset Classes of Capital Markets, Corporate Investments and Real Estate with a special focus on Real Asset Investments, Property | 2.011 | $2.5B | https://www.tresono.de/ | Tresono is an independent family office based in Cologne and advises business families and foundations on all strategic issues relating to total assets. In addition, we advise our clients in the relevant asset classes of capital markets, corporate investments and real estate with a special focus on real asset investments. The tasks in the family office also include relieving the asset owners of operational issues and introducing the “next generation” to responsibility for assets. | MF | |||||
| 1.094 | Tricor Pacific Capital | Shawn | Lewis | CEO & Managing Director | Direct: (604) 646-4370 | (847) 295-4243 | slewis@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | McGill University | https://www.linkedin.com/in/shawnlewis1/ | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | ||
| Tricor Pacific Capital | Derek | Senft | Managing Director | Direct: (604) 726-5051 | (847) 295-4243 | derek.senft@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | London Business School | https://www.linkedin.com/in/dereksenft/ | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | |||
| Tricor Pacific Capital | Anne | Stewart | General Counsel | Direct: (604) 868-3888, Mobile: (604) 646-4375 | (847) 295-4243 | astewart@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | |||||
| Tricor Pacific Capital | Derek | Senft | Managing Director | Direct: (604) 726 5051 | (847) 295-4243 | derek.senft@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | https://www.linkedin.com/in/dereksenft/ | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | ||||
| Tricor Pacific Capital | Chuck | Cosman | Principal, Diversified Investments | Mobile: (604) 362-7242 | (847) 295-4243 | ccosman@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | McGill University | https://www.linkedin.com/in/ccosmo1/ | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | |||
| Tricor Pacific Capital | Lisa | Oleson | Chief Financial Officer | Mobile: (778) 863-0959 | (847) 295-4243 | loleson@tricorpacific.com | ccosman@tricorpacific.com | 1111 West Hastings St., Suite 200 | Vancouver | BC | V6E 2J3 | Canada | North America | Laurentian University - Université de Hearst | https://www.linkedin.com/in/lisa-oleson-817a7717/ | Food and Industrial Business, Real Estate, Land Development Projects | 1.996 | $1.2B | https://www.linkedin.com/company/tricor-pacific-capital-inc/ | https://www.tricorpacific.com/ | Tricor Pacific Capital is a single family office firm. We are one of Canada's leading family offices that actively invests our own capital and operating knowledge in a diverse group of companies. Our intention is to invest, build and hold assets intergenerationally to create a lasting impact on the lives of our partners, our employees, our family and our community. Our office combines decades of transaction and operational experience having made control investments in over 80 private companies. We are highly experienced equity investors with an established reputation for conducting business with integrity. We do what we say we will do. Our office is the majority owner of a broad portfolio of companies operating in the food, real estate and industrial sectors. We seek to grow our portfolio both organically through existing companies and through the acquisition of new platforms that meet our criteria. | SF | |||
| 1.095 | Trimeta Capital Limited | Rishad | Hiridjee | Business Development Manager | 971 4 454 8814 | 971 4 453 6019 | rishad.hiridjee@gmail.com | info@trimetacapital.com | Office 3404, Marina Plaza, Al Maras St. | Dubai | United Arab Emirates | Asia | https://www.linkedin.com/in/rishad-hiridjee-012bb583/ | Virtual Reality, Virtual Tours, 3D Walk-Through, Real Estate, Online Showcase, Online Store, Augmented Reality | 1.970 | rishad@virtualitytech.ae | https://www.linkedin.com/in/ayaz-hiridjee-aa938727/ | https://www.trimetacapital.com/ | Trimeta Capital is an independent, single-family office focused on Private Equity and Venture Capital Investments. | SF | |||||
| 1.096 | Trinity Wealth Partners | Carla | Rebeiz | Founder | 41 337 446 618 | contact@trinitywp.com | 19 rue Chapon | Paris | 75003 | France | Europe | Luxury Brands, Real Estate, Technology, Food & Beverages | https://trinity-wp.com/ | Trinity Wealth Partners is an independent Multi-Family Office, specializing in bespoke solutions for UHNWI, Entrepreneurs and institutions. Our partners have a long track record advising Sovereign Wealth Funds, and have access to a group of exceptionally talented and experienced advisors and investment professionals. | MF | ||||||||||
| 1.097 | Triple Family Office Srl | Gianluca | Negri | Partner | 44 203 826-0325 | gianluca@tgasicav.com | Via Vincenzo Monti, 47 | Milan | 20123 | Italy | Europe | Università Cattolica del Sacro Cuore | https://www.linkedin.com/in/gianluca-negri-1a764a116/ | Real Estate | 2.016 | https://www.linkedin.com/company/triple-family-office/ | Triple Family Office is a multi-family office and independent advisory boutique born to assist HNWI in the complexity of Wealth Management with offices in Italy and UK. | MF | Milan Office: Via Vincenzo Monti, 47 Milan, 20123 Italy | ||||||
| 1.098 | Tropea Asset Management Ltd | Jurgen | Gebhard | Co-Founder & Manager Director | Direct: 65 9427 5931 | jgebhard@tropeaam.com | backoffice@tropeaam.com | 12 Marina Boulevard, Tower 3, MBFC | Singapore | 018982 | Singapore | Asia | Otto-Friedrich-Universität Bamberg / Cornell University | https://www.linkedin.com/in/jgebhard/ | Real Estate Assets, Diversified Public Equities, Direct Private Equity | 2.013 | $1.5B | https://www.linkedin.com/company/tropeaam/ | https://tropeaam.com/ | Tropea is a multi-family asset manager with a focus on Private Credit – seeking to preserve capital while generating real returns. When we first received the mandate from three families to build a new multi-family asset manager we started by going the “wrong way”. We ignored the conventional asset classes and developed an investment approach which aims at generating stable returns while providing a strong bias towards capital preservation. Our experience in previously operating one of the largest independent investment manager platforms in the United Kingdom had provided us with the right data and insights on how to implement our investment strategy. We are a diverse and collaborative team from financial services and institutional investing backgrounds. We invest on behalf of our sponsor families and Limited Partners who believe that this partnership approach can deliver mandate we had set out in the beginning. In the pursuit of our joint objectives we are relentless because we have to be. Tropea manages a diversified portfolio of US and European credit strategies by investing with the world’s leading credit managers. We target income generative, and diversified credit investments in senior loans, high yield bonds, collateralized loan obligations (CLOs) and asset-backed portfolios. | MF | ||||
| Tropea Asset Management Ltd | Gerhard | Grueter | Co-Founder & Manager Director | Direct: 44 207 30-5740 | ggrueter@tropeaam.com | backoffice@tropeaam.com | 45 Albemarle Street, 3rd Floor, Mayfair | London | W1S 4JL | United Kingdom | Europe | Cornell University | https://www.linkedin.com/in/gerhard-grueter-57a665b3/ | Real Estate Assets, Diversified Public Equities, Direct Private Equity | 2.013 | $1.5B | https://www.linkedin.com/company/tropeaam/ | https://tropeaam.com/ | Tropea is a multi-family asset manager with a focus on Private Credit – seeking to preserve capital while generating real returns. When we first received the mandate from three families to build a new multi-family asset manager we started by going the “wrong way”. We ignored the conventional asset classes and developed an investment approach which aims at generating stable returns while providing a strong bias towards capital preservation. Our experience in previously operating one of the largest independent investment manager platforms in the United Kingdom had provided us with the right data and insights on how to implement our investment strategy. We are a diverse and collaborative team from financial services and institutional investing backgrounds. We invest on behalf of our sponsor families and Limited Partners who believe that this partnership approach can deliver mandate we had set out in the beginning. In the pursuit of our joint objectives we are relentless because we have to be. Tropea manages a diversified portfolio of US and European credit strategies by investing with the world’s leading credit managers. We target income generative, and diversified credit investments in senior loans, high yield bonds, collateralized loan obligations (CLOs) and asset-backed portfolios. | MF | |||||
| 1.099 | TRT Holdings, Inc. | Michael | Smith | Executive Vice President Real Estate & Development | (214) 283-8500 | (214) 283-8501 | msmith@trtholdings.com | investments@trtholdings.com | 600 E. Las Colinas Blvd., Suite 1900 | Irving | TX | 75039 | United States of America | North America | University of Texas at Austin | https://www.linkedin.com/in/michael-smith-65573088/ | Real Estate, Hotel, Hospitality | 1.989 | https://www.linkedin.com/company/trt-holdings-inc./ | https://trtholdings.com/ | TRT Holdings is a private holding company founded in 1989 based in Dallas, Texas, that owns hotel chain Omni Hotels, Origins Behavioral Healthcare, and many investments in other companies. | SF | |||
| TRT Holdings, Inc. | Robert | Rowling | Chief Executive Officer | Direct: (972) 730-6664 | (214) 283-8501 | rbr@trtholdings.com | investments@trtholdings.com | 600 E. Las Colinas Blvd., Suite 1900 | Irving | TX | 75039 | United States of America | North America | https://www.linkedin.com/in/bob-rowling-2a2845ab/ | Real Estate, Hotel, Hospitality | 1.989 | https://www.linkedin.com/company/trt-holdings-inc./ | https://trtholdings.com/ | TRT Holdings is a private holding company founded in 1989 based in Dallas, Texas, that owns hotel chain Omni Hotels, Origins Behavioral Healthcare, and many investments in other companies. | SF | |||||
| TRT Holdings, Inc. | Jesse | Smith | Vice President & Senior Counsel | Direct: (214) 283-8649 | (214) 283-8501 | jt.smith@trtholdings.com | investments@trtholdings.com | 600 E. Las Colinas Blvd., Suite 1900 | Irving | TX | 75039 | United States of America | North America | Duke University / SMU Dedman School of Law | https://www.linkedin.com/in/jessetsmith/ | Real Estate, Hotel, Hospitality | 1.989 | https://www.linkedin.com/company/trt-holdings-inc./ | https://trtholdings.com/ | TRT Holdings is a private holding company founded in 1989 based in Dallas, Texas, that owns hotel chain Omni Hotels, Origins Behavioral Healthcare, and many investments in other companies. | SF | ||||
| TRT Holdings, Inc. | Brian | Zelman | Investment Director | (214) 283-8540 | (214) 283-8501 | bzelman@trtholdings.com | investments@trtholdings.com | 600 E. Las Colinas Blvd., Suite 1900 | Irving | TX | 75039 | United States of America | North America | Texas Tech University / SMU Dedman School of Law | https://www.linkedin.com/in/brian-zelman-1ba40617/ | Real Estate, Hotel, Hospitality | 1.989 | bzelman@omnihotels.com | https://www.omnihotels.com/ | https://trtholdings.com/ | TRT Holdings is a private holding company founded in 1989 based in Dallas, Texas, that owns hotel chain Omni Hotels, Origins Behavioral Healthcare, and many investments in other companies. | SF | |||
| 1.100 | True North Advisors, LLC | Tara | Scottino | Partner & Senior Wealth Manager | (214) 360-7300 | (214) 360-7301 | tscottino@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | Tarleton State University | https://www.linkedin.com/in/tara-l-scottino-cfp-90b2005/ | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | ||
| True North Advisors, LLC | Michael | Anderson | Senior Wealth Manager & Partner | (214) 360-7300 | (214) 360-7301 | manderson@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | Seattle University | https://www.linkedin.com/in/mjanderson96/ | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | |||
| True North Advisors, LLC | Mark | Gehlbach | President & Co-Founder | (214) 360-7300 | (214) 360-7301 | mgehlbach@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | |||||
| True North Advisors, LLC | Scott | Wood | Chief Executive Officer & Co-Founder | (214) 360-7300 | (214) 360-7301 | swood@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | Baylor University | https://www.linkedin.com/in/scott-wood-a09102/ | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | |||
| True North Advisors, LLC | Dhruv | Maniktala | Chief Investment Officer & Partner | (214) 360-7300 | (214) 360-7301 | dmaniktala@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | University of Georgia - Terry College of Business | https://www.linkedin.com/in/dhruv-maniktala-70a6411/ | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | |||
| True North Advisors, LLC | Paula | Davis | Managing Director & Partner | (214) 360-7300 | (214) 360-7301 | pdavis@truenorthadvisors.com | info@truenorthadvisors.com | 3131 Turtle Creek Blvd., Suite 1300 | Dallas | TX | 75219 | United States of America | North America | Stephen F. Austin State University | https://www.linkedin.com/in/paula-davis-50241321/ | Multifamily Real Estate | 2.000 | $2.9B | https://www.linkedin.com/company/true-north-advisors/ | https://truenorthadvisors.com/ | True North Advisors, a $2bn+ Dallas-based multi-family office and wealth management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions. Additionally, our in-house Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform. | MF | |||
| 1.101 | Trust Gestão Patrimonial | Daniel | Botrel | Partner | 55 (11) 2131-7070 | trustgp@trustgp.com.br | Av. Brigadeiro Faria Lima, 2391 - 9º andar | Sao Paulo | SP | 01452-905 | Brazil | South America | Centro Universitário FMU | FIAM-FAAM | https://www.linkedin.com/in/daniel-manabe-botrel-90b033a0/ | Real Estate | 2.000 | http://www.trustgp.com.br/ | Trust’s portfolio of services is similar to the structure of a multi-family office that focuses on non-financial asset management in a broad manner; therefore, we offer services that are hardly ever offered by other lawyer offices, private banks or financial consulting firms. | MF | ||||||
| Trust Gestão Patrimonial | Eduardo | Gentil | Founding Partner | 55 (11) 2131-7070 | egentil@trustgp.com.br | trustgp@trustgp.com.br | Av. Brigadeiro Faria Lima, 2391 - 9º andar | Sao Paulo | SP | 01452-905 | Brazil | South America | Pontifícia Universidade Católica de São Paulo | https://www.linkedin.com/in/eduardo-gentil-a812371/ | Real Estate | 2.000 | http://www.trustgp.com.br/ | Trust’s portfolio of services is similar to the structure of a multi-family office that focuses on non-financial asset management in a broad manner; therefore, we offer services that are hardly ever offered by other lawyer offices, private banks or financial consulting firms. | MF | ||||||
| 1.102 | Trustmoore | Jamie | Prins | Managing Director | 31 621 710 830 | 31 204 712 700 | jamie.prins@trustmoore.com | info.nl@trustmoore.com | 31-32 Leeson Street Lower | Dublin 2 | D02 F838 | Ireland | Europe | https://www.linkedin.com/in/jamie-prins-37901230/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://trustmoore.com/multi-family-office-services/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | ||||
| Trustmoore | Michiel | Langelaar | COO & Managing Director | 31 204 712 707 | 31 204 712 700 | michiel.langelaar@trustmoore.com | info.nl@trustmoore.com | 31-32 Leeson Street Lower | Dublin 2 | D02 F838 | Ireland | Europe | Leiden University | https://www.linkedin.com/in/michiel-langelaar-27335b/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | Skype: michiellangelaar | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | ||||
| Trustmoore | John | Verhooren | Global Head Fund Services | 31 204 712 707 | 31 204 712 700 | john.verhooren@trustmoore.com | info.nl@trustmoore.com | Prins Hendriklaan 26 | Amsterdam | 1075 BD | The Netherlands | Europe | De Haagse Hogeschool / The Hague University of Applied Sciences | https://www.linkedin.com/in/john-verhooren-6951922a/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://www.linkedin.com/company/trustmoore/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | ||||
| Trustmoore | Steven | Melkman | Founder & Global Head of Corporate Expansion Services | 31 204 712 707 | 31 204 712 700 | steven.melkman@trustmoore.com | info.nl@trustmoore.com | Prins Hendriklaan 26 | Amsterdam | 1075 BD | The Netherlands | Europe | Tilburg University | https://www.linkedin.com/in/steven-melkman-a234377/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://www.linkedin.com/company/trustmoore/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | ||||
| Trustmoore | Johan | van den Berg | Global Head of Business Development | 352 2060 0100 | johan.vandenberg@trustmoore.lu | info.lux@trustmoore.com | 6 Rue Dicks | Luxembourg | L-1417 | Luxembourg | Europe | Erasmus University Rotterdam | https://www.linkedin.com/in/johan-van-den-berg-17a2a66/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://www.linkedin.com/company/trustmoore/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | |||||
| Trustmoore | Roland | Beunis | Founder & Global Head of Multi-Family Office Services | 5999 747 1401 | roland.beunis@trustmoore.com | MFO@trustmoore.com | Landhuis Groot Kwartier, Groot Kwartierweg 12 | Willemstad | Curaçao | South America | https://www.linkedin.com/in/roland-beunis-1865b511/ | Private Equity, Venture Capital, Real Estate, Fund, Hedge Fund | 2.005 | €3B | https://www.linkedin.com/company/trustmoore/ | https://trustmoore.com/ | Fund Services, Structured Finance & Capital Markets Services, Corporate Expansion Services & Multi-Family Office Service. Focus on your business whilst we provide you with the services you need. Experience peace-of-mind with our corporate solutions, specifically tailored to your needs and delivered by the best team in the business. With dedication and personal attention our team offers corporate management, administrative, compliance, fund, multi-family office, structured finance, corporate expansion and startup services. To support you globally, our offices are located in Curaçao, the Netherlands, Luxembourg, Malta, Singapore, Gibraltar, Hong Kong, England, Ireland and Cyprus. | MF | |||||||
| 1.103 | TruVenturo GmbH | Sam | Nallen Copley | Investment Manager | sam.nallen.copley@gmail.com | info@truventuro.de | Große Reichenstraße 27 | Hamburg | 20457 | Germany | Europe | SOAS University of London | https://www.linkedin.com/in/sam-nallen-copley/ | Tech, Biotech, Entrepreneurship, Internet, Company Builder, Investments, Start Ups, Venture Capital, Online Marketing, Vacation Rentals, Accelerating breakthrough Scientific discoveries to the clinic by building Life Science companies around New Therapeutic Technologies. | 2.010 | $100M | https://www.linkedin.com/company/truventuro-gmbh/ | https://www.truventuro.com/ | TruVenturo is the single family office of Nils Regge. | SF | |||||
| TruVenturo GmbH | Nils | Regge | Founder & CEO | nils.regge@truventuro.de | info@truventuro.de | Große Reichenstraße 27 | Hamburg | 20457 | Germany | Europe | UC Santa Barbara | https://www.linkedin.com/in/nils-regge-62ab7a28/ | Tech, Biotech, Entrepreneurship, Internet, Company Builder, Investments, Start Ups, Venture Capital, Online Marketing, Vacation Rentals, Accelerating breakthrough Scientific discoveries to the clinic by building Life Science companies around New Therapeutic Technologies. | 2.010 | $100M | https://www.linkedin.com/company/truventuro-gmbh/ | https://www.truventuro.com/ | TruVenturo is the single family office of Nils Regge. | SF | ||||||
| TruVenturo GmbH | Konrad | Hintermair | Partner | konrad.hintermair@truventuro.com | info@truventuro.de | Große Reichenstraße 27 | Hamburg | 20457 | Germany | Europe | University of Stuttgart | https://www.linkedin.com/in/konrad-hintermair-431b5083/ | Tech, Biotech, Entrepreneurship, Internet, Company Builder, Investments, Start Ups, Venture Capital, Online Marketing, Vacation Rentals, Accelerating breakthrough Scientific discoveries to the clinic by building Life Science companies around New Therapeutic Technologies. | 2.010 | $100M | https://www.linkedin.com/company/truventuro-gmbh/ | https://www.truventuro.com/ | TruVenturo is the single family office of Nils Regge. | SF | ||||||
| TruVenturo GmbH | Florian | Haupt | Partner | florian.haupt@truventuro.com | info@truventuro.de | Große Reichenstraße 27 | Hamburg | 20457 | Germany | Europe | WU (Vienna University of Economics and Business) | https://www.linkedin.com/in/florian-haupt-20554435/ | Tech, Biotech, Entrepreneurship, Internet, Company Builder, Investments, Start Ups, Venture Capital, Online Marketing, Vacation Rentals, Accelerating breakthrough Scientific discoveries to the clinic by building Life Science companies around New Therapeutic Technologies. | 2.010 | $100M | https://www.linkedin.com/company/truventuro-gmbh/ | https://www.truventuro.com/ | TruVenturo is the single family office of Nils Regge. | SF | ||||||
| TruVenturo GmbH | Felix | Scheder-Bieschin | Partner | felix.scheder-bieschin@truventuro.com | info@truventuro.de | Große Reichenstraße 27 | Hamburg | 20457 | Germany | Europe | The London School of Economics and Political Science (LSE) | https://www.linkedin.com/in/felixschederbieschin/ | Tech, Biotech, Entrepreneurship, Internet, Company Builder, Investments, Start Ups, Venture Capital, Online Marketing, Vacation Rentals, Accelerating breakthrough Scientific discoveries to the clinic by building Life Science companies around New Therapeutic Technologies. | 2.010 | $100M | https://www.linkedin.com/company/truventuro-gmbh/ | https://www.truventuro.com/ | TruVenturo is the single family office of Nils Regge. | SF | ||||||
| 1.104 | Tsang's Group | Azumi | Ashley | Director | azumi.ashley@tsangsgroup.co | info@tsangsgroup.co | Room 6801, 68th Floor, The Center, 99 Queen’s Road Central | Central | Hong Kong | Asia | INSEAD | https://www.linkedin.com/in/azumiashley/ | TMT, eCommerce, FinTech, AI, Robotics, IoT, Clean Technology, Biotech, Blockchain, Real Estate Development, Entertainment, Esports, Energy, Hospitality | 2.016 | https://www.linkedin.com/company/tsangsgroup/ | https://tsangsgroup.co/ | Tsang’s Group is a Hong Kong based single family office with offices in Hong Kong, London, Shenzhen, Tokyo and Milan, investing globally in sector and location agnostic investments and special situation opportunities. We also provide strategic advisory to clients by acting as a bridge between China and rest of the world. We help Chinese companies acquire companies overseas and we help overseas companies navigate in China including finding the correct business model and local partner respectively. With a Chinese heritage, we plan and execute on a long term game plan and regularly exit opportunities via IPOs and trade sales. | SF | |||||||
| Tsang's Group | Patrick | Tsang | Chairman | patrick.tsang@tsangsgroup.co | info@tsangsgroup.co | Room 6801, 68th Floor, The Center, 99 Queen’s Road Central | Central | Hong Kong | Asia | Harvard Business School | https://www.linkedin.com/in/patrickpltsang/ | TMT, eCommerce, FinTech, AI, Robotics, IoT, Clean Technology, Biotech, Blockchain, Real Estate Development, Entertainment, Esports, Energy, Hospitality | 2.016 | https://www.linkedin.com/company/tsangsgroup/ | https://tsangsgroup.co/ | Tsang’s Group is a Hong Kong based single family office with offices in Hong Kong, London, Shenzhen, Tokyo and Milan, investing globally in sector and location agnostic investments and special situation opportunities. We also provide strategic advisory to clients by acting as a bridge between China and rest of the world. We help Chinese companies acquire companies overseas and we help overseas companies navigate in China including finding the correct business model and local partner respectively. With a Chinese heritage, we plan and execute on a long term game plan and regularly exit opportunities via IPOs and trade sales. | SF | ||||||||
| Tsang's Group | Kelvin | Liu | Managing Director | kelvin.liu@tsangsgroup.co | info@tsangsgroup.co | Room 6801, 68th Floor, The Center, 99 Queen’s Road Central | Central | Hong Kong | Asia | The University of Manchester | https://www.linkedin.com/in/kelvinckliu/ | TMT, eCommerce, FinTech, AI, Robotics, IoT, Clean Technology, Biotech, Blockchain, Real Estate Development, Entertainment, Esports, Energy, Hospitality | 2.016 | https://www.linkedin.com/company/tsangsgroup/ | https://tsangsgroup.co/ | Tsang’s Group is a Hong Kong based single family office with offices in Hong Kong, London, Shenzhen, Tokyo and Milan, investing globally in sector and location agnostic investments and special situation opportunities. We also provide strategic advisory to clients by acting as a bridge between China and rest of the world. We help Chinese companies acquire companies overseas and we help overseas companies navigate in China including finding the correct business model and local partner respectively. With a Chinese heritage, we plan and execute on a long term game plan and regularly exit opportunities via IPOs and trade sales. | SF | ||||||||
| 1.105 | Turnberry Investment Group | Benny | Tatz | Director | Mobile: 44 787 293-7287 | benny@turnberryinvestmentgroup.com | uk@turnberryinvestmentgroup.com | Athene House, 86 The Broadway Mill Hill | London | NW7 3TD | United Kingdom | Europe | The Open University | https://www.linkedin.com/in/benny-tatz-a3b86631/ | US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation | 2.008 | $350M | benny@pontemcapital.co.uk | https://www.linkedin.com/company/turnberry-investment-group/ | https://turnberrygroup.com/ | A private family office investing in Real Estate, Secured Lending and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites. We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market. A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. | SF | |||
| Turnberry Investment Group | Isaac | Saul | Financial Advisor | Mobile: 44 208 906-5215 | isaac@turnberryinvestmentgroup.com | uk@turnberryinvestmentgroup.com | Athene House, 86 The Broadway Mill Hill | London | NW7 3TD | United Kingdom | Europe | UCL (University College London) | https://www.linkedin.com/in/isaacsaul/ | US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation | 2.008 | $350M | https://www.linkedin.com/company/turnberry-investment-group/ | https://turnberrygroup.com/ | A private family office investing in Real Estate, Secured Lending and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites. We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market. A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. | SF | |||||
| Turnberry Investment Group | Martin | Smulovitch | Managing Director | martin@turnberryinvestmentgroup.com | uk@turnberryinvestmentgroup.com | Athene House, 86 The Broadway Mill Hill | London | NW7 3TD | United Kingdom | Europe | King's College London | https://www.linkedin.com/in/martin-smulovitch-4061a0a3/ | US & UK Real Estate, Property Investments, Bridge Lending, Secured Lending, Private Equity, Multi Family Real Estate, Residential Real Estate, Hotel & Leisure, Hospitality, Commercial Real Estate, Student Acomodation | 2.008 | $350M | https://www.linkedin.com/company/turnberry-investment-group/ | https://turnberrygroup.com/ | A private family office investing in Real Estate, Secured Lending and Private Equity globally. Turnberry Investment Group is a privately-owned group of companies established in 2008 investing mainly in US & UK Real Estate, now managing a global portfolio of assets in excess of $350m across multiple asset classes including residential, commercial, retail, industrial, hotels, leisure and various development sites. We continue to seek attractive investment opportunities and look to work with experienced managers to create value and attractive exit opportunities once business plans are achieved. We have also recently launched an internally managed bridging loan lending platform for the UK Real Estate market. A smaller portion of our portfolio focuses on alternative investments including carefully selected private equity finance and other niche secured lending opportunities. | SF | ||||||
| Turnberry Investment Group | Martin | Smulovitch | Managing Director | uk@turnberryinvestmentgroup.com | Athene House, 86 The Broadway, Mill Hill | London | NW7 3TD | United Kingdom | Europe | King's College London | https://www.linkedin.com/in/martin-smulovitch-4061a0a3/ | Real Estate, Multi Family, Commercial/Retail, Single Family Housing | 2.008 | https://turnberrygroup.com/ | Turnberry is a private family office investment vehicle predominantly focused on the US and UK Real Estate markets. Since 2008 Turnberry has steadily continued to build an impressive property portfolio essentially focused upon US multi family and UK Residential and commercial freehold properties. Turnberry frequently undertakes various aspects of construction, redevelopment and refurbishment opportunities in addition to investments that can be improved upon by our Investment team through active management. Turnberry is committed to expanding its global property portfolio and with an appetite for substantial growth remains extremely active in sourcing the next suitable acquisition for both its members and investor partners. This investment profile is not dictated by a top down policy but has emerged as our investment team invest in the most attractive investment opportunities as they emerge. | SF | |||||||||
| Turnberry Investment Group | Gavin | Werbeloff | Executive Director | us@turnberryinvestmentgroup.com | 450 Lexington Ave., 4th Floor | New York | NY | 10017 | United States of America | North America | University of Southern California | https://www.linkedin.com/in/gavin-werbeloff/ | Real Estate, Multi Family, Commercial/Retail, Single Family Housing | 2.008 | https://turnberrygroup.com/ | Turnberry is a private family office investment vehicle predominantly focused on the US and UK Real Estate markets. Since 2008 Turnberry has steadily continued to build an impressive property portfolio essentially focused upon US multi family and UK Residential and commercial freehold properties. Turnberry frequently undertakes various aspects of construction, redevelopment and refurbishment opportunities in addition to investments that can be improved upon by our Investment team through active management. Turnberry is committed to expanding its global property portfolio and with an appetite for substantial growth remains extremely active in sourcing the next suitable acquisition for both its members and investor partners. This investment profile is not dictated by a top down policy but has emerged as our investment team invest in the most attractive investment opportunities as they emerge. | SF | ||||||||
| 1.106 | TurningBlock Capital, LLC | Simon | Frank | Co-Founder | (203) 838-8222 | simonfrank@turningblock.com | 66 Delafield Island Road | Darien | CT | 06820 | United States of America | North America | Georgetown University | https://www.linkedin.com/in/simon-frank-59044b2a/ | Venture, Private Equity, Oil & Gas, Real Estate | 2.002 | Rowayton Office: 151 Rowayton Avenue, Suite 440 Rowayton, CT 06853 | TurningBlock Capital, a Single Family Office that invests in venture, private equity, oil and gas, and real estate. | SF | ||||||
| TurningBlock Capital, LLC | John | McCarty | Partner | (203) 838-8222 | johncmccarty@turningblock.com | 66 Delafield Island Road | Darien | CT | 06820 | United States of America | North America | https://www.linkedin.com/in/john-mccarty-6b33488/ | Venture, Private Equity, Oil & Gas, Real Estate | 2.002 | Rowayton Office: 151 Rowayton Avenue, Suite 440 Rowayton, CT 06853 | TurningBlock Capital, a Single Family Office that invests in venture, private equity, oil and gas, and real estate. | SF | ||||||||
| 1.107 | TY Danjuma Family Office | Gloria | Atta | Non-Executive Director | 44 137 246-3136 | 44 137 246-4807 | gloria.atta@tyd-fo.co.uk | info@tyd-fo.co.uk | 1st Floor, Two Furlongs, Esher | Surrey | KT10 9AA | United Kingdom | Europe | Properties, Real Estate Development, Real Estate Property | 2.006 | $1.1B | http://www.sapetro.com/mrs-gloria-atta/ | https://www.tyd-fo.co.uk/ | TY Danjuma Family Office Ltd. is a single family office that manages the assets of Theophilus Yakubu Danjuma and his family. A privately owned business, TY Danjuma Family Office is located in Surrey in England and currently employs nine staff. At TY Danjuma Family Office we manage the financial assets of General TY Danjuma (rtd) and his family. | SF | |||||
| TY Danjuma Family Office | Simon | Foster | Chief Executive Officer | 44 137 246-3136 | 44 137 246-0059 | simon.foster@tyd-fo.co.uk | info@tyd-fo.co.uk | 1st Floor, Two Furlongs, Esher | Surrey | KT10 9AA | United Kingdom | Europe | Kingston University | https://www.linkedin.com/in/simonmfoster/ | Properties, Real Estate Development, Real Estate Property | 2.006 | $1.1B | investments@tyd-fo.co.uk | https://www.linkedin.com/company/ty-danjuma-family-office/ | https://www.tyd-fo.co.uk/ | TY Danjuma Family Office Ltd. is a single family office that manages the assets of Theophilus Yakubu Danjuma and his family. A privately owned business, TY Danjuma Family Office is located in Surrey in England and currently employs nine staff. At TY Danjuma Family Office we manage the financial assets of General TY Danjuma (rtd) and his family. | SF | |||
| TY Danjuma Family Office | Hannatu | Gentles | Chief Operating Officer | 44 137 246-3136 | 44 137 246-4807 | hannatu.gentles@tyd-fo.co.uk | info@tyd-fo.co.uk | 1st Floor, Two Furlongs, Esher | Surrey | KT10 9AA | United Kingdom | Europe | University of Nottingham | https://www.linkedin.com/in/hannatugentles/ | Properties, Real Estate Development, Real Estate Property | 2.006 | $1.1B | investments@tyd-fo.co.uk | https://www.linkedin.com/company/ty-danjuma-family-office/ | https://www.tyd-fo.co.uk/ | TY Danjuma Family Office Ltd. is a single family office that manages the assets of Theophilus Yakubu Danjuma and his family. A privately owned business, TY Danjuma Family Office is located in Surrey in England and currently employs nine staff. At TY Danjuma Family Office we manage the financial assets of General TY Danjuma (rtd) and his family. | SF | |||
| 1.108 | UCEA - Family Office Group | João Manuel | Paz Gomes Teixeira | Group Chairman | 44 207 887-1420 | jpteixeira@ucea.pt | familyoffices@ucea.pt | Berkeley Square House, Mayfair | London | W1J 6BE | United Kingdom | Europe | ISCTE - Instituto Universitário de Lisboa | https://www.linkedin.com/in/joão-manuel-p-93b72038/details/education/ | Energy, Healthcare, Sports, Technology, Sustainability, Media, Institutional Investors, Origination, Due Diligence, Fundraising, Real Estate, Private Equity, Venture Capital Fund | 2.008 | https://www.linkedin.com/company/ucea---capital-advisors/ | https://ucea.pt/ | UCEA is a single-family office created in 2008, Headquarters in Mayfair, London, and representation offices in; Lisbon, Switzerland, Hong Kong & Vietnam. Wealth in trading, natural resources, energy, and sustainability) that has a variety of interest and tends to invest in real estate (Spanish and Portuguese Markets) and early-stage direct investments and venture capital and private equity funds globally. Alongside the self-funded division that seeks seed and series A opportunities in four main sectors: Energy, Healthcare, Sports and Tech, the Group also incapsulates a Sports Management Company (Obsidian); an Energy Infrastructure Asset Manager (Notus Energy); a Family Office Online Platform Business (Prudential Heritage); a Healthcare Advisory Business; a Tech Advisory Business; a Property Project Developer and Asset Manager (Riversun Investments) and a Wealth Management Business (Mandarin Capital). | SF | |||||
| UCEA - Family Office Group | Georgia | Motsiou | Corporate Finance Assistant | 44 207 887-1420 | georgia.mo@hotmail.com | familyoffices@ucea.pt | Berkeley Square House, Mayfair | London | W1J 6BE | United Kingdom | Europe | University of Reading | https://www.linkedin.com/in/georgia-motsiou/ | Energy, Healthcare, Sports, Technology, Sustainability, Media, Institutional Investors, Origination, Due Diligence, Fundraising, Real Estate, Private Equity, Venture Capital Fund | 2.008 | https://www.linkedin.com/company/ucea---capital-advisors/ | https://ucea.pt/ | UCEA is a single-family office created in 2008, Headquarters in Mayfair, London, and representation offices in; Lisbon, Switzerland, Hong Kong & Vietnam. Wealth in trading, natural resources, energy, and sustainability) that has a variety of interest and tends to invest in real estate (Spanish and Portuguese Markets) and early-stage direct investments and venture capital and private equity funds globally. Alongside the self-funded division that seeks seed and series A opportunities in four main sectors: Energy, Healthcare, Sports and Tech, the Group also incapsulates a Sports Management Company (Obsidian); an Energy Infrastructure Asset Manager (Notus Energy); a Family Office Online Platform Business (Prudential Heritage); a Healthcare Advisory Business; a Tech Advisory Business; a Property Project Developer and Asset Manager (Riversun Investments) and a Wealth Management Business (Mandarin Capital). | SF | ||||||
| 1.109 | Uinta Investment Partners, LLC | Donald | Plotsky | Managing Partner | Direct: (818) 445-5299 | dplotsky@uintapartners.com | info@uintapartners.com | 6300 Sagewood Drive, Suite H-612 | Park City | UT | 84098 | United States of America | North America | NYU Stern School of Business | https://www.linkedin.com/in/don-plotsky-2882b282/ | Real Estate | 2.017 | dplotsky@alt-incomesolutions.com | https://www.alt-incomesolutions.com/ | http://www.uintapartners.com/ | Uinta Investment Partners is Multi-Family Office Seeking to Preserve and Enhance Wealth. Uinta Investment Partners, a partnership between Gavin James and Don Plotsky, two career fixed-income professionals who believe that there are great opportunities for income and total return today, but they are not easily accessed. They tend to be outside of the public markets and involve complexity, administrative burden, lack of transparency and lack of liquidity. | MF | |||
| Uinta Investment Partners, LLC | Gavin | James | Co-Founder | Direct: (435) 659-0553 | gjames@uintapartners.com | info@uintapartners.com | 6300 Sagewood Drive, Suite H-612 | Park City | UT | 84098 | United States of America | North America | Kingston University | https://www.linkedin.com/in/gavin-james-941aa9139/ | Real Estate | 2.017 | https://www.linkedin.com/company/uinta-investment-partners-llc/ | http://www.uintapartners.com/ | Uinta Investment Partners is Multi-Family Office Seeking to Preserve and Enhance Wealth. Uinta Investment Partners, a partnership between Gavin James and Don Plotsky, two career fixed-income professionals who believe that there are great opportunities for income and total return today, but they are not easily accessed. They tend to be outside of the public markets and involve complexity, administrative burden, lack of transparency and lack of liquidity. | MF | |||||
| 1.110 | UK International Centre Ltd. | Farid | Zadeh Bagheri | Managing Director | 44 203 488-0665 | fzb@ukiclondon.uk | info@ukiclondon.uk | One Canada Square, 37th Floor, Canary Wharf | London | E14 5AA | United Kingdom | Europe | Cardiff Metropolitan University | https://www.linkedin.com/in/dr-farid-zadeh-bagheri-03b66759/ | Real Estate Development, Property, Education, Banking, Private Equity | https://www.linkedin.com/company/uk-international-centre/ | https://ukiclondon.uk/ | UK International Centre is a London based Multi-Family Office (MFO) offering solutions in Property, Citizenship, Finance and Education to the rich and foreign. We are located in the heart of London's Canary Wharf and our mission is to deliver bespoke integrated services to HNWIs and their families The Simplicity of a single point of contact resolves the complexity of dealing with issues across different areas. Whether it is a family relocation, buying a new home to live or for investment, placing children in a British boarding school or raising finance to get a new yacht or private jet, we offer our project management by engaging our selected Lawyers, Accountants, Education advisors and Real Estates experts to deliver a high quality service to our clients. | MF | ||||||
| 1.111 | Unger Capital Management GmbH | Tobias | Moser | Chief Executive Officer | 49 961 634-6303 | kontakt@unger-cm.de | Alte Reichsstraße 1 | Weiden | 92637 | Germany | Europe | Real Estate, Capital Investment, Equity Investments | https://unger-cm.de/ | The Unger family is a German family of entrepreneurs. Peter Unger is the founder of the auto accessories trade Auto-Teile-Unger (A.T.U). This was sold in 2002 and 2004. Our investments include the areas of real estate, capital investment and equity investments. | SF | ||||||||||
| 1.112 | Valiant Wealth, LLC | Doug | Vander Weide | Founder | (515) 223-6068 | doug@valiantwealth.com | info@valiantwealth.com | 3408 Woodland Ave., Suite 204 | West Des Moines | IA | 50265 | United States of America | North America | Iowa State University | https://www.linkedin.com/in/doug-vander-weide-cfp®-08a02921/ | Health Care, Real Estate, Technology, Consumer Goods, Restaurants | 2.008 | $150M | https://www.linkedin.com/company/valiantwealth/ | Valiant Wealth is a boutique multi-family office and financial planning firm located in West Des Moines, IA. We work with high net worth clients will aspects of their financial lives. | MF | ||||
| Valiant Wealth, LLC | Shanell | Freeseman | Director of Family Office Services | (515) 223-6068 | shanell@valiantwealth.com | info@valiantwealth.com | 3408 Woodland Ave., Suite 204 | West Des Moines | IA | 50265 | United States of America | North America | https://www.linkedin.com/in/shanell-freeseman-739b9371/ | Health Care, Real Estate, Technology, Consumer Goods, Restaurants | 2.008 | $150M | https://www.linkedin.com/company/valiantwealth/ | Valiant Wealth is a boutique multi-family office and financial planning firm located in West Des Moines, IA. We work with high net worth clients will aspects of their financial lives. | MF | ||||||
| 1.113 | Valkin Trading | Vishal | Harishchandra Kewalramani | Founder, Chairman & CEO | 44 203 287-2712 | vishal@valkintrading.com | info@valkintrading.com | Bank Chambers, 27A Market Place, Market Deeping, Peterborough | Cambridgeshire | PE6 8EA | United Kingdom | Europe | National Institute of Technology, Tiruchirappalli | https://www.linkedin.com/in/vishalhk/ | e-Commerce Finance, Retail, Wholesale, Fashion, Construction, Real Estate, Private Equity | 2.003 | $80M | https://www.linkedin.com/company/the-valkin-group/ | https://valkintrading.com/ | Valkin, a trading and single family office. We look for high growth opportunities and partners we can rely on. We like to build strategic partnerships with synergies that go beyond capital. Dedication, integrity, enthusiasm and ambition are words that define the Valkin core philosophy. | SF | ||||
| 1.114 | Van Tuyl Companies | Chris | Haines | General Manager, President | Direct: (602) 230-3536 | chris.haines@vtlandgroup.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | The Ohio State University | https://www.linkedin.com/in/chris-haines1/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | ||||||
| Van Tuyl Companies | John | Snyder | General Counsel | Direct: (602) 230-3542 | jsnyder@vtcompanies.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | Illinois Wesleyan University | https://www.linkedin.com/in/john-snyder-674b0725/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | |||||||
| Van Tuyl Companies | Grant | Harrison | Vice President, Acquisitions | Direct: (816) 569-1409 | grant.harrison@vtlandgroup.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | Oklahoma State University | https://www.linkedin.com/in/m-grant-harrison-62b14851/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | |||||||
| Van Tuyl Companies | David | Solomon | Vice President, Acquisition & Development | Direct: (602) 230-3504 | david.solomon@vtlandgroup.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | University of Arizona | https://www.linkedin.com/in/david-solomon-ba8b2946/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | |||||||
| Van Tuyl Companies | Spencer | Yarian | Accounting Manager - Residential Real Estate | Direct: (602) 230-3540 | spencer.yarian@vtlandgroup.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | Purdue University Fort Wayne | https://www.linkedin.com/in/spencer-yarian-cpa-fmva®-426351a3/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | |||||||
| Van Tuyl Companies | Gale | Cook | Controller - Residential Real Estate Group | Direct: (602) 230-3525 | gale.cook@vtlandgroup.com | 14747 N. Northsight Blvd., Suite 111-431 | Scottsdale | AZ | 85260 | United States of America | North America | University of Hawai‘i - Shidler College of Business | https://www.linkedin.com/in/gale-cook-cpa-163112a/ | Public and Private Securities, Real Estate Development (Land, Agricultural, Distressed Land, Engineered Lots, Finished Lots, Pad Ready, Partially Entitled, Raw Land (unentitled), Redevelopment Opportunities, Affordable Housing, Condominiums, Data Centers, Farmland / Ranches, Hospitality / Vacation, Industrial, Manufacturing, Manufactured Housing, Mixed-Use, Multifamily, Office, Recreational, Retail, Senior Housing, Single Family, Student Housing) | https://vtlandgroup.com/ | http://www.vtcompanies.com/ | The Van Tuyl Companies is the enterprise overseeing the business interests of the Van Tuyl family. It engages in a broad range of investment activities including public and private securities and real estate development. The Van Tuyl Companies’ strength is its people, resulting in a culture of integrity, entrepreneurial spirit and sound business discipline. | SF | |||||||
| 1.115 | VaR Capital Limited | Rajat | Sharma | Director & Chief Investment Officer | 44 203 219-5606 | rajat@varcapital.co.uk | info@varcapital.co.uk | 41 & 43, Maddox Street, Mayfair | London | W1S 2PD | United Kingdom | Europe | Indian Institute of Technology, Delhi | https://www.linkedin.com/in/rajatvarcapital/ | Public Single Line Equities, Bonds, Sector Agnostic, Predominantly Developed Markets, Hospitality, FinTech, Financial Technology, Financial Services, Metals and Mining, Global Real Estate | 2.012 | £1B | https://www.linkedin.com/company/var-capital-ltd-/ | https://www.varcapital.co.uk/ | VAR Capital is a multi-family office focused on asset management, debt advisory and family of the services. Based in London we manage £1 billion in assets for over 40 families. | MF | ||||
| VaR Capital Limited | Petra | Posnikova | Investment Director & Portfolio Manager | 44 790 808-6028 | petra@varcapital.co.uk | info@varcapital.co.uk | 41 & 43, Maddox Street, Mayfair | London | W1S 2PD | United Kingdom | Europe | UCL | https://www.linkedin.com/in/petra-posnikova-3a396423/ | Public Single Line Equities, Bonds, Sector Agnostic, Predominantly Developed Markets, Hospitality, FinTech, Financial Technology, Financial Services, Metals and Mining, Global Real Estate | 2.012 | £1B | https://www.linkedin.com/company/var-capital-ltd-/ | https://www.varcapital.co.uk/ | VAR Capital is a multi-family office focused on asset management, debt advisory and family of the services. Based in London we manage £1 billion in assets for over 40 families. | MF | |||||
| VaR Capital Limited | Vikash | Gupta | Co-Founder & CEO | 44 207 096-0790 | vikash@varcapital.co.uk | info@varcapital.co.uk | 41 & 43, Maddox Street, Mayfair | London | W1S 2PD | United Kingdom | Europe | Bangalore University | https://www.linkedin.com/in/vikashgupta/ | Public Single Line Equities, Bonds, Sector Agnostic, Predominantly Developed Markets, Hospitality, FinTech, Financial Technology, Financial Services, Metals and Mining, Global Real Estate | 2.012 | £1B | https://www.linkedin.com/company/var-capital-ltd-/ | https://www.varcapital.co.uk/ | VAR Capital is a multi-family office focused on asset management, debt advisory and family of the services. Based in London we manage £1 billion in assets for over 40 families. | MF | |||||
| VaR Capital Limited | Nitin | Bhalotia | Director | 44 207 096-0790 | nitin@varcapital.co.uk | info@varcapital.co.uk | 41 & 43, Maddox Street, Mayfair | London | W1S 2PD | United Kingdom | Europe | Indian Institute of Technology, Roorkee | https://www.linkedin.com/in/nitin-bhalotia-11291129gs/ | Public Single Line Equities, Bonds, Sector Agnostic, Predominantly Developed Markets, Hospitality, FinTech, Financial Technology, Financial Services, Metals and Mining, Global Real Estate | 2.012 | £1B | nbhalotia@yahoo.com | https://www.linkedin.com/company/var-capital-ltd-/ | https://www.varcapital.co.uk/ | VAR Capital is a multi-family office focused on asset management, debt advisory and family of the services. Based in London we manage £1 billion in assets for over 40 families. | MF | ||||
| VaR Capital Limited | Ravi | Bulchandani | Partner, Chair of Investment Committee | 44 207 096-0790 | ravi@varcapital.co.uk | info@varcapital.co.uk | 41 & 43, Maddox Street, Mayfair | London | W1S 2PD | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/ravi-bulchandani-0304422a/ | Public Single Line Equities, Bonds, Sector Agnostic, Predominantly Developed Markets, Hospitality, FinTech, Financial Technology, Financial Services, Metals and Mining, Global Real Estate | 2.012 | £1B | https://www.linkedin.com/company/var-capital-ltd-/ | https://www.varcapital.co.uk/ | VAR Capital is a multi-family office focused on asset management, debt advisory and family of the services. Based in London we manage £1 billion in assets for over 40 families. | MF | |||||
| 1.116 | Vareco Holdings LLC | Carla | Artone | Manager Accounting & Administration | (203) 295-8907 | carla@varecoholdings.com | 132 Water Street, 3rd Floor | South Norwalk | CT | 06854 | United States of America | North America | https://www.linkedin.com/in/carlaartone/ | Public Equity, Debt and Derivative Securities, Private Equity, Hedge Funds, Direct Investments, Real Estate, Collectibles | 2.015 | $150M | carla.artone@yahoo.com | https://www.linkedin.com/company/vareco-holdings-llc/ | https://www.varecoholdings.com/ | Vareco Holdings is a single family office with operational expertise in shipping and energy infrastructure. | SF | ||||
| Vareco Holdings LLC | Matt | Motley | Chief Investment Officer | (203) 295-8907 | matt@varecoholdings.com | 132 Water Street, 3rd Floor | South Norwalk | CT | 06854 | United States of America | North America | University of Oklahoma | https://www.linkedin.com/in/mmotley/ | Public Equity, Debt and Derivative Securities, Private Equity, Hedge Funds, Direct Investments, Real Estate, Collectibles | 2.015 | $150M | https://www.linkedin.com/company/vareco-holdings-llc/ | https://www.varecoholdings.com/ | Vareco Holdings is a single family office with operational expertise in shipping and energy infrastructure. | SF | |||||
| 1.117 | Vasgos | Lorraine | Oddo | Partner | 33 185 085 199 | lorraine.oddo@vasgos.fr | 12 rue Vivienne | Paris | 75002 | France | Europe | University of Paris I: Panthéon-Sorbonne | https://www.linkedin.com/in/lorraine-oddo/ | Venture Capital, Private Equity Funds, Real Estate | 1.995 | https://oddo-vins-domaines.com/ | https://www.linkedin.com/company/vasgos/ | https://www.vasgos.fr/ | Vasgos, a Single Family Office located in Paris Area, France. | SF | |||||
| Vasgos | Axel | Oddo | Partner | 33 185 085 199 | axel.oddo@vasgos.fr | 12 rue Vivienne | Paris | 75002 | France | Europe | EDHEC Business School | https://www.linkedin.com/in/axel-oddo-9204512b/ | Venture Capital, Private Equity Funds, Real Estate | 1.995 | https://www.linkedin.com/company/vasgos/ | https://www.vasgos.fr/ | Vasgos, a Single Family Office located in Paris Area, France. | SF | |||||||
| Vasgos | Sébastien | Castel | Investment Analyst | 33 185 085 199 | sebastien.castel@vasgos.fr | 12 rue Vivienne | Paris | 75002 | France | Europe | ESSEC Business School | https://www.linkedin.com/in/sébastien-castel/ | Venture Capital, Private Equity Funds, Real Estate | 1.995 | https://www.linkedin.com/company/vasgos/ | https://www.vasgos.fr/ | Vasgos, a Single Family Office located in Paris Area, France. | SF | |||||||
| 1.118 | Vaughn Capital Partners, LLC | Matt | Strickland | Chief Executive Officer | (214) 954-4402 | (214) 200-0702 | mes@vaughncap.com | 16200 Addison Rd., Suite 255 | Addison | TX | 75001 | United States of America | North America | Southern Methodist University | https://www.linkedin.com/in/matt-strickland-20504b41/ | Oil & Gas, Real Estate, other hard assets, and small to middle-market Texas/regionally-based companies | 2.011 | matt@vaughncap.com | https://www.thefirstteedallas.org/ | Vaughn Capital Partners is a Dallas-based single-family office and private investment group, specializing in opportunistic real estate, operating businesses and oil & gas investments. Advising Vaughn Capital Partners for Haynes and Boone was Dallas-based Partner Larry Pascal and Mexico City-based Foreign Associate Pablo Sansot. | SF | ||||
| 1.119 | VAULT GROUP - WEIL INVESTMENT | Pierre-Emmanuel | Weil | Founder | pew@weil-invest.com | 61 avenue Kléber | Paris | 75116 | France | Europe | HEC Paris | https://www.linkedin.com/in/pierre-emmanuel-weil-084a601/ | Private Equity, Real Estate | 2.009 | €1M | https://www.linkedin.com/company/weil-investment0/ | https://www.vault.family/ | VAULT comes from the Single-Family Office world and have expanded our client base. VAULT was born from a simple observation: the Multi-Family Office offer is by construction less customer-oriented than the Single-Family Office. Thus, we offer our customers the same level of service and requirement of the Single-Family Office while enabling them to benefit from an economy of scale and the transversal experience thanks to the problems encountered with other families. At the crossroads between two models that have proven themselves in the past, the Multi-Single Family Office offers a tailor-made solution that adapts to respond quickly to constantly changing needs. | MF | ||||||
| 1.120 | Vêneto Family Office | Carlos Henrique | Pessoa | Owner & CEO | 55 (31) 3654-6165 | 55 (31) 99545-0965 | carlos@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | Universidade Federal de Minas Gerais | https://www.linkedin.com/in/carlos-henrique-pessoa/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | |||
| Vêneto Family Office | Fernando Luiz | Damasceno | Investment Manager | 55 (31) 3654-6165 | 55 (31) 99545-0965 | fernando@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | Pontifícia Universidade Católica do Rio Grande do Sul | https://www.linkedin.com/in/fernando-damasceno-33a86693/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | ||||
| Vêneto Family Office | Frederico | Freitas | Director | 55 (31) 3654-6165 | 55 (31) 99545-0965 | frederico@venetoinvest.com.br | atendimento@venetoinvest.com.br | Rua da Bahia, 2696, Conj. 1402 - Lourdes | Belo Horizonte | MG | 30.160-019 | Brazil | South America | https://www.linkedin.com/in/frederico-freitas-/ | Private Equity Fund, Real Estate | 2.008 | https://www.linkedin.com/company/venetoinvestimentos/ | https://www.venetoinvest.com.br/ | Vêneto is a Multi-Family Office specialized in the complete service of families and high-income clients. For the company, knowledge, excellence, proximity and ethics can change the way the Brazilian invests. In 2008, the company's activities were initiated, with the main objective of offering financial advice in a transparent manner and genuinely without conflict of interest. The market vision, knowledge and the ability to identify new opportunities elevated the purpose and, in a short time, the company expanded the range of services and products offered. Transparency and good results have always guided Veneto's conduct, providing recognition to customers and the market. Today, the company is able to help investors to raise the management of their assets to a new level. | MF | |||||
| 1.121 | Verdis Investment Management | Jamie | Biddle | Founding Partner & Chief Executive Officer | (610) 397-1600 | (610) 260-6860 | jbiddle@verdisinvestment.com | info@verdisinvestment.com | One Tower Bridge, 100 Front Street, Suite 1150 | West Conshohocken | PA | 19428 | United States of America | North America | University of Pennsylvania | https://www.linkedin.com/in/jamescbiddle/ | University Endowments, Real Estate, Natural Resources, Private Equity, Venture Capital, Marketable Alternatives | 2.004 | $445M | http://vioscapital.com/ | https://www.verdisinvestment.com/ | Verdis Investment Management, a single family office investing globally from our base outside of Philadelphia. We were established in 2004, building on a rich legacy that has spanned three centuries. Today we invest our own capital, as well as assets from other institutional and family office partners, capturing global opportunities designed to generate superior returns. Resource limitations, conventional thinking, and lack of context often stand in the way of generating superior returns. Our innovative, data driven, and unconstrained approach to investing, and our broad global network of investment managers, university endowments and other family offices, give us a unique perspective. We’re time tested and well resourced, and we invest substantial proprietary capital alongside our partners in everything we do. | SF | ViosCapital: One Tower Bridge, 100 Front Street, Suite 1150 West Conshohocken, PA 19428 Phone: (610) 260-0160 info@vioscapital.com | |
| Verdis Investment Management | Jennifer | Garrison | Partner, Operations | (610) 397-1600 | (610) 260-6860 | jgarrison@verdisinvestment.com | info@verdisinvestment.com | One Tower Bridge, 100 Front Street, Suite 1150 | West Conshohocken | PA | 19428 | United States of America | North America | University of Kentucky | https://www.linkedin.com/in/jennifer-garrison-8725ba/ | University Endowments, Real Estate, Natural Resources, Private Equity, Venture Capital, Marketable Alternatives | 2.004 | $445M | http://vioscapital.com/ | https://www.verdisinvestment.com/ | Verdis Investment Management, a single family office investing globally from our base outside of Philadelphia. We were established in 2004, building on a rich legacy that has spanned three centuries. Today we invest our own capital, as well as assets from other institutional and family office partners, capturing global opportunities designed to generate superior returns. Resource limitations, conventional thinking, and lack of context often stand in the way of generating superior returns. Our innovative, data driven, and unconstrained approach to investing, and our broad global network of investment managers, university endowments and other family offices, give us a unique perspective. We’re time tested and well resourced, and we invest substantial proprietary capital alongside our partners in everything we do. | SF | ViosCapital: One Tower Bridge, 100 Front Street, Suite 1150 West Conshohocken, PA 19428 Phone: (610) 260-0160 info@vioscapital.com | ||
| Verdis Investment Management | Kevin | Gaffey | Partner & Chief Financial Officer | (610) 397-1600 | (610) 260-6860 | kgaffey@verdisinvestment.com | info@verdisinvestment.com | One Tower Bridge, 100 Front Street, Suite 1150 | West Conshohocken | PA | 19428 | United States of America | North America | Wilkes University | https://www.linkedin.com/in/kevin-gaffey-86b10849/ | University Endowments, Real Estate, Natural Resources, Private Equity, Venture Capital, Marketable Alternatives | 2.004 | $445M | http://vioscapital.com/ | https://www.verdisinvestment.com/ | Verdis Investment Management, a single family office investing globally from our base outside of Philadelphia. We were established in 2004, building on a rich legacy that has spanned three centuries. Today we invest our own capital, as well as assets from other institutional and family office partners, capturing global opportunities designed to generate superior returns. Resource limitations, conventional thinking, and lack of context often stand in the way of generating superior returns. Our innovative, data driven, and unconstrained approach to investing, and our broad global network of investment managers, university endowments and other family offices, give us a unique perspective. We’re time tested and well resourced, and we invest substantial proprietary capital alongside our partners in everything we do. | SF | ViosCapital: One Tower Bridge, 100 Front Street, Suite 1150 West Conshohocken, PA 19428 Phone: (610) 260-0160 info@vioscapital.com | ||
| 1.122 | VergePointe Capital, LLC | Brad | Parrott | Founding Member & Managing Director | (503) 684-0100 | (503) 684-0102 | bradp@vergepointe.com | contact@vergepointe.com | 5285 Meadows Road, Suite 161 | Lake Oswego | OR | 97035 | United States of America | North America | https://www.linkedin.com/in/brad-m-parrott-98926233/ | Private Equity, Venture Capital, Hedge Funds, Real Estate | 1.986 | $122M | https://www.linkedin.com/company/vergepointe-capital-llc/ | https://www.vergepointe.com/ | For more than 30 years, VergePointe's professional advisors have been dedicated to helping successful entrepreneurs and wealthy families manage their entire net worth. The VergePointe team has specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families. Our Family Office services are tailored to each family’s needs and situation. We understand the unique needs of the successful entrepreneur and high net worth individual. By integrating wealth management with business and tax advice, we can develop a customized plan for achieving your financial objectives. Our approach starts with understanding your entire situation. That includes your overall net worth, your family situation, employment issues, businesses you may own and any real estate assets in your portfolio. Once we understand the whole picture, we can create a proprietary investment management plan tailored specifically for your situation (including collaboration with our tax staff or your tax advisor to maximize after tax efficiency). We use traditional and alternative investments to create a dynamic plan to achieve your individual and family goals. Our team of experienced and credentialed professionals implement the plan and monitor the results making adjustments along the way to ensure that your financial objectives are met both now and in the future. | MF | |||
| VergePointe Capital, LLC | Matthew | Vance | Partner | (503) 684-0100 | (503) 684-0102 | mattv@vergepointe.com | contact@vergepointe.com | 5288 Meadows Road, Suite 161 | Lake Oswego | OR | 97035 | United States of America | North America | Linfield University | https://www.linkedin.com/in/matthew-vance-3470526/ | Private Equity, Venture Capital, Hedge Funds, Real Estate | 1.986 | $122M | https://www.linkedin.com/company/vergepointe-capital-llc/ | https://www.vergepointe.com/ | For more than 30 years, VergePointe's professional advisors have been dedicated to helping successful entrepreneurs and wealthy families manage their entire net worth. The VergePointe team has specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families. Our Family Office services are tailored to each family’s needs and situation. We understand the unique needs of the successful entrepreneur and high net worth individual. By integrating wealth management with business and tax advice, we can develop a customized plan for achieving your financial objectives. Our approach starts with understanding your entire situation. That includes your overall net worth, your family situation, employment issues, businesses you may own and any real estate assets in your portfolio. Once we understand the whole picture, we can create a proprietary investment management plan tailored specifically for your situation (including collaboration with our tax staff or your tax advisor to maximize after tax efficiency). We use traditional and alternative investments to create a dynamic plan to achieve your individual and family goals. Our team of experienced and credentialed professionals implement the plan and monitor the results making adjustments along the way to ensure that your financial objectives are met both now and in the future. | MF | |||
| VergePointe Capital, LLC | Scott | Roberts | Partner | (503) 684-0100 | (503) 684-0102 | scottr@vergepointe.com | contact@vergepointe.com | 5287 Meadows Road, Suite 161 | Lake Oswego | OR | 97035 | United States of America | North America | Central Washington University | https://www.linkedin.com/in/scottrobertsportland/ | Private Equity, Venture Capital, Hedge Funds, Real Estate | 1.986 | $122M | https://www.linkedin.com/company/vergepointe-capital-llc/ | https://www.vergepointe.com/ | For more than 30 years, VergePointe's professional advisors have been dedicated to helping successful entrepreneurs and wealthy families manage their entire net worth. The VergePointe team has specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families. Our Family Office services are tailored to each family’s needs and situation. We understand the unique needs of the successful entrepreneur and high net worth individual. By integrating wealth management with business and tax advice, we can develop a customized plan for achieving your financial objectives. Our approach starts with understanding your entire situation. That includes your overall net worth, your family situation, employment issues, businesses you may own and any real estate assets in your portfolio. Once we understand the whole picture, we can create a proprietary investment management plan tailored specifically for your situation (including collaboration with our tax staff or your tax advisor to maximize after tax efficiency). We use traditional and alternative investments to create a dynamic plan to achieve your individual and family goals. Our team of experienced and credentialed professionals implement the plan and monitor the results making adjustments along the way to ensure that your financial objectives are met both now and in the future. | MF | |||
| 1.123 | Veritable LP | John | Scuteri | Partner | (610) 540-2036 | jscuteri@veritablelp.com | managers@veritablelp.com | 6022 West Chester Pike | Newtown Square | PA | 19073 | United States of America | North America | Cornell University | https://www.linkedin.com/in/john-scuteri-3524a07/ | Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income | 1.986 | $18B | https://www.linkedin.com/company/veritable-lp/ | https://www.veritablelp.com/ | Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. | MF | |||
| Veritable LP | David | Belej | Chief Investment Officer & Member of the Executive Committee and the Operating Committee | (610) 640-9551 | dbelej@veritablelp.com | managers@veritablelp.com | 6022 West Chester Pike | Newtown Square | PA | 19073 | United States of America | North America | https://www.linkedin.com/in/david-belej-12256711/ | Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income | 1.986 | $18B | https://www.linkedin.com/company/veritable-lp/ | https://www.veritablelp.com/ | Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. | MF | |||||
| Veritable LP | Fred | Bacani | Partner | (610) 640-9551 | fred@veritablelp.com | managers@veritablelp.com | 6022 West Chester Pike | Newtown Square | PA | 19073 | United States of America | North America | Penn State University | https://www.linkedin.com/in/fred-bacani-79b09581/ | Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income | 1.986 | $18B | https://www.linkedin.com/company/veritable-lp/ | https://www.veritablelp.com/ | Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. | MF | ||||
| Veritable LP | Jonathan | Scott | Partner | (215) 489-7717 | jscott@veritablelp.com | managers@veritablelp.com | 6022 West Chester Pike | Newtown Square | PA | 19073 | United States of America | North America | https://www.linkedin.com/in/jonathan-scott-32399222/ | Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income | 1.986 | $18B | https://www.linkedin.com/company/veritable-lp/ | https://www.veritablelp.com/ | Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. | MF | |||||
| Veritable LP | Ari | Pontz | Partner | (610) 640-9551 | ari@veritablelp.com | managers@veritablelp.com | 6022 West Chester Pike | Newtown Square | PA | 19073 | United States of America | North America | Penn State University | https://www.linkedin.com/in/ari-pontz-0166799/ | Public Companies traded on the major Exchanges, Mutual Funds, Hedge Funds, Private Equity, Private Real Estate, Alternative Investments, Public Equity, Fixed Income | 1.986 | $18B | https://www.linkedin.com/company/veritable-lp/ | https://www.veritablelp.com/ | Veritable, an industry leading Multi-Family Office and Outsourced CIO. Veritable is an owner operated investment advisory firm founded in 1986 as Stolper & Co. We are Chief Investment Officers, striving to provide unbiased, integrated investment solutions for families of substantial wealth. | MF | ||||
| 1.124 | Vermögensverwaltung Erben Dr. Karl Goldschmidt GmbH | Florian | von Gropper | Chief Executive Officer | 49 201 4375-9740 | 49 201 4375-9742 | info@vvgoldschmidt.de | Moltkestraße 29 | Essen | D-45138 | Germany | Europe | The University of Bonn | https://www.linkedin.com/in/florian-von-gropper-17847834/ | Industrial, Real Estate | 1.936 | http://www.vvgoldschmidt.de/ | The Vermögensverwaltung Erben Dr. Karl Goldschmidt GmbH (VVG) is a financial holding company held by the Goldschmidt Family since 1936. The original investment in the Th. Goldschmidt AG was based in Essen, Germany, now known as the Goldschmidt GmbH. This company was founded in Berlin in 1847 by Theodor Goldschmidt and produced specialty chemicals. Under the direction of his two sons, Dr. Karl Goldschmidt and Prof. Hans Goldschmidt, Th. Goldschmidt AG grew into a world-renowned company. In 1998, the family sold their shares of the company to VIAG AG, and in turn wholly acquired the Thermite division. Goldschmidt-Thermit is known worldwide in the field of aluminothermic and electric welding for the installation and maintenance or rails. Today the group consists of 20 companies with about 920 employees. | SF | ||||||
| 1.125 | Vested Partners | David | Ellis | Principal & Advisor | (540) 389-6060 | (540) 389-7060 | david@vestedmfo.com | inquiries@vestedmfo.com | 300 E. 2nd Street | Salem | VA | 24153 | United States of America | North America | Virginia Commonwealth University | https://www.linkedin.com/in/vestedmfodavid/ | Real Estate | david@ellisfg.com | https://www.linkedin.com/company/vestedpartners/ | https://vestedmfo.com/ | That sounds simple enough, but families can be complicated. You’re part of one, so you know. Our practice offers structure, guidance and convenience to families of all types and at all stages. Whether you are just getting started, juggling careers, kids and aging parents, or enjoying the fruits of your labor while preparing for your twilight years–our team of seasoned professionals is here to collaborate with you and advocate for you. We help families build, manage, protect and distribute wealth. To do that effectively, we cover many services that may be unfamiliar—the smaller pieces of the puzzle that are essential to a cohesive whole. | MF | |||
| Vested Partners | Robyn | Smith Ellis | Attorney | (540) 389-6060 | (540) 389-7060 | robyn@vestedmfo.com | inquiries@vestedmfo.com | 300 E. 2nd Street | Salem | VA | 24153 | United States of America | North America | University of Virginia | https://www.linkedin.com/in/robyn-ellis-b795a62b/ | Real Estate | https://www.linkedin.com/company/vestedpartners/ | https://vestedmfo.com/ | That sounds simple enough, but families can be complicated. You’re part of one, so you know. Our practice offers structure, guidance and convenience to families of all types and at all stages. Whether you are just getting started, juggling careers, kids and aging parents, or enjoying the fruits of your labor while preparing for your twilight years–our team of seasoned professionals is here to collaborate with you and advocate for you. We help families build, manage, protect and distribute wealth. To do that effectively, we cover many services that may be unfamiliar—the smaller pieces of the puzzle that are essential to a cohesive whole. | MF | |||||
| Vested Partners | Jennifer | Munsey | Attorney | (540) 389-6060 | (540) 389-7060 | jennifer@vestedmfo.com | inquiries@vestedmfo.com | 300 E. 2nd Street | Salem | VA | 24153 | United States of America | North America | Real Estate | https://www.linkedin.com/company/vestedpartners/ | https://vestedmfo.com/ | That sounds simple enough, but families can be complicated. You’re part of one, so you know. Our practice offers structure, guidance and convenience to families of all types and at all stages. Whether you are just getting started, juggling careers, kids and aging parents, or enjoying the fruits of your labor while preparing for your twilight years–our team of seasoned professionals is here to collaborate with you and advocate for you. We help families build, manage, protect and distribute wealth. To do that effectively, we cover many services that may be unfamiliar—the smaller pieces of the puzzle that are essential to a cohesive whole. | MF | |||||||
| 1.126 | Vidal-Consultoria | Pedro Paulo | Vidal | Founder & President | 55 (11) 99213-9960 | pedropaulovidal@terra.com.br | Rua do Rocio, 52 Conj. 162, Vila Olímpia | Sao Paulo | SP | 04552-000 | Brazil | South America | FAAP - Fundação Armando Alvares Penteado | https://www.linkedin.com/in/pedro-paulo-vidal-21878513/ | Alternative Investment Funds, Real Estate | 2.014 | https://www.vidalconsultoria.com.br/ | Vidal-Consultoria operates as a Multi-Family Office firm in Sao paulo, Brazil. | MF | ||||||
| 1.127 | Vigeo Investments | Skye | Callantine | Founder & CEO | (720) 974-2075 | skyec@vigeoinvestments.com | info@vigeoinvestments.com | 1530 16th St. #500 | Denver | CO | 80202 | United States of America | North America | Montana Technological University | https://www.linkedin.com/in/skye-callantine-27b8111a/ | Real Estate, Operating Companies, Energy, Industrial, Infrastructure Markets, Oil & Gas | 2.017 | $16M | skyec@validus-energy.com | https://www.linkedin.com/company/vigeo-investments/ | https://www.vigeoinvest.com/ | Vigeo Investments is a private family office based out of Denver, Colorado. Vigeo holds a diversified portfolio of real estate, operating companies, and other private investments. We are seeking to expand our reach through additional operating company investments via control or minority investments in promising middle market companies across a variety of industries in the U.S. | SF | ||
| Vigeo Investments | Kelly | Nairn | Office Manager | (720) 974-2075 | kellyn@vigeoinvestments.com | info@vigeoinvestments.com | 1530 16th St. #500 | Denver | CO | 80202 | United States of America | North America | Texas State University | https://www.linkedin.com/in/kelly-nairn-5a062926/ | Real Estate, Operating Companies, Energy, Industrial, Infrastructure Markets, Oil & Gas | 2.017 | $16M | kellyn@validus-energy.com | https://www.linkedin.com/company/vigeo-investments/ | https://www.vigeoinvest.com/ | Vigeo Investments is a private family office based out of Denver, Colorado. Vigeo holds a diversified portfolio of real estate, operating companies, and other private investments. We are seeking to expand our reach through additional operating company investments via control or minority investments in promising middle market companies across a variety of industries in the U.S. | SF | |||
| Vigeo Investments | Steven | Folse | Vice President | (720) 974-2075 | stevenf@vigeoinvestments.com | info@vigeoinvestments.com | 1530 16th St., Suite 500 | Denver | CO | 80202 | United States of America | North America | Colorado State University | https://www.linkedin.com/in/steven-folse-cfa-22334b2a/ | Real Estate, Operating Companies, Energy, Industrial, Infrastructure Markets, Oil & Gas | 2.017 | $16M | https://www.linkedin.com/company/vigeo-investments/ | https://www.vigeoinvest.com/ | Vigeo Investments is a private family office based out of Denver, Colorado. Vigeo holds a diversified portfolio of real estate, operating companies, and other private investments. We are seeking to expand our reach through additional operating company investments via control or minority investments in promising middle market companies across a variety of industries in the U.S. | SF | ||||
| 1.128 | Vigran Investments | Ross | Vigran | Managing Principal | (513) 984-5597 | ross@vigran.com | 7750 Montgomery Road, Suite 100 | Cincinnati | OH | 45236 | United States of America | North America | https://www.linkedin.com/in/ross-vigran-bb907245/ | Private Equity, Public Equity, Hedge Fund, Real Estate | 1.995 | $6.3M | http://www.vigran.com/ | Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. | SF | ||||||
| Vigran Investments | Brad | Vigran | Managing Principal | (513) 345-5255 | brad@vigran.com | 7750 Montgomery Road, Suite 100 | Cincinnati | OH | 45236 | United States of America | North America | Miami University | https://www.linkedin.com/in/brad-vigran-108a3131/ | Private Equity, Public Equity, Hedge Fund, Real Estate | 1.995 | $6.3M | http://www.vigran.com/ | Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. | SF | ||||||
| Vigran Investments | Gary | Vigran | Managing Principal | (317) 708-6009 | gary@vigran.com | 7750 Montgomery Road, Suite 100 | Cincinnati | OH | 45236 | United States of America | North America | Miami University | https://www.linkedin.com/in/gary-vigran-a67440/ | Private Equity, Public Equity, Hedge Fund, Real Estate | 1.995 | $6.3M | http://www.vigran.com/ | Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. | SF | ||||||
| Vigran Investments | Rick | Vigran | Managing Principal | (513) 608-1045 | rick@vigran.com | 7750 Montgomery Road, Suite 100 | Cincinnati | OH | 45236 | United States of America | North America | Drake University | https://www.linkedin.com/in/rick-vigran-028b562/ | Private Equity, Public Equity, Hedge Fund, Real Estate | 1.995 | $6.3M | http://www.vigran.com/ | Vigran Investments is a single-family office located in Cincinnati and Indianapolis. We manage a diverse portfolio of private equity, public equity, hedge fund, and real estate investments. | SF | ||||||
| 1.129 | Vinart Corp Capital Management | Miriam | Gonzalez-Lujan | Founder & President | Direct: (212) 586-0145, Mobile: (917) 653-9348 | miriam_lujan@yahoo.com | 60 West 57th St., Suite 17M | New York | NY | 10019 | United States of America | North America | Universidad Nacional de Cuyo | https://www.linkedin.com/in/miriam-gonzalez-lujan-mba-finance-ma-economics-05b637/ | Private & Public Equities within Real Estate, Infrastructure, Oil & Gas, Commodities, TMT, & Biotech Sectors Worldwide | 2.006 | VINART CORP is a Single Family Office Investment Firm with focus on public & private equity investments in mid-sized companies globally. We invest in the Real State, Commodities, TMT, Infrastructure & Clean Energy. VINART CORP invests its own capital & has access to capital from Banks, Hedge Funds, Insurance Co., Money Managers & Private Equity groups in the US, Europe & China & Latin America. | SF | |||||||
| 1.130 | Vincere Capital LLC | Baer | Fisher | Partner | baer@vincerecapital.com | info@vincerecapital.com | 7575 E. Redfield Rd., Suite 235 | Scottsdale | AZ | 85260 | United States of America | North America | Middlebury College | https://www.linkedin.com/in/baer-fisher-6a7a4450/ | Venture Capital, Private Equity, Real Estate | contactus@thejsquare.com, baer.fisher@vincerecapital.com | https://www.thejsquare.com/ | https://www.vincerecapital.com/ | Vincere Capital is a single family office that manages its diversified investment portfolio across a wide range of asset classes in both the public and private markets with a long-term investment horizon. In addition to its investments in the public markets, Vincere actively invests in high-growth opportunities in the venture capital, private equity, and real estate spaces. Proudly based in Scottsdale, Arizona, USA, we value deep and long-lasting relationships with our partners, including but not limited to our management teams, board members, entrepreneurs, and other key stakeholders. | SF | |||||
| Vincere Capital LLC | Cameron | Palmer | Managing Director | cameron@vincerecapital.com | info@vincerecapital.com | 7575 E. Redfield Rd., Suite 235 | Scottsdale | AZ | 85260 | United States of America | North America | University of Nebraska-Lincoln | https://www.linkedin.com/in/cameron-palmer-811025126/ | Venture Capital, Private Equity, Real Estate | cameron.palmer@vincerecapital.com | https://www.thejsquare.com/ | https://www.vincerecapital.com/ | Vincere Capital is a single family office that manages its diversified investment portfolio across a wide range of asset classes in both the public and private markets with a long-term investment horizon. In addition to its investments in the public markets, Vincere actively invests in high-growth opportunities in the venture capital, private equity, and real estate spaces. Proudly based in Scottsdale, Arizona, USA, we value deep and long-lasting relationships with our partners, including but not limited to our management teams, board members, entrepreneurs, and other key stakeholders. | SF | ||||||
| 1.131 | Vincit Capital Management | Christ | Kamberos | Managing Partner | christ@vincitcap.com | Chicago | IL | United States of America | North America | Boston University | https://www.linkedin.com/in/christ-n-kamberos-0056b4299/ | Real Estate, Alternative Investments, Public Equity, Private Equity, Commercial Real Estate, Residential Real Estate, Real Estate Development, Industrial Real Estate Domestically | 2.019 | Angelo Robles Enterprises includes as its family office enterprise holdings SFO Continuity and Family Office Masterclass. Vincit Capital Management, a family office specializing in real estate, alternative investments, public and private equity. Following graduation from Boston University’s School of Management in 2011, Mr. Kamberos returned to Chicago to manage a real estate portfolio, consisting of commercial and residential real estate, real estate development business and alternative investments. Over the course of his career Mr. Kamberos restructured an existing class-A commercial real estate portfolio resulting in an increase in property value and NOI of 40% within 24 months. Mr. Kamberos also managed and executed the sale of two of the highest price-per-square foot commercial properties in Chicago. Over the course of his career Mr. Kamberos has owned and operated commercial, residential and industrial real estate domestically. Following a major expansion into real estate and alternative investments, Mr. Kamberos founded and structured his family office, leveraging his relationships in the U.S. and abroad to curate a proprietary deal flow as a core competency. Mr. Kamberos’ brings a vast array of experience to Vincit Capital Management and Tierra Capital Partners with main focuses on final execution, due diligence, underwriting, structuring and deal selection in the real estate and alternative investment sectors. | SF | ||||||||||
| 1.132 | Virtù GmbH | David | Pieper | Chief Executive Officer | 49 302 520-3370 | 49 30 20 679-5909 | d.pieper@virtu-private.com | office@virtu-private.com | Fasanenstrasse 59 | Berlin | 10719 | Germany | Europe | University of Münster | https://www.linkedin.com/in/david-a-pieper-b3a9a923/ | Real Estate | 2.012 | kontakt@op-group.de | https://www.linkedin.com/company/virt-gmbh/ | http://virtu-private.com/ | Virtù Wealth is a Multi Family Office for real estate investments in the Berlin Area, Germany. | MF | |||
| 1.133 | Virtue AG | Gouzel | Moussina | Chief Executive Officer | Direct: 41 797 948 280 | 41 628 932 448 | gouzel.moussina@vtradingsolutions.com | office@virtue-solutions.com | Schmidgasse 3 | Zug | 6300 | Switzerland | Europe | Lomonosov Moscow State University (MSU) | https://www.linkedin.com/in/gouzelmoussina/ | Private Equity, Real Estate, Renewable Energy, Recycling, Fintech | 2.012 | office@gouzelmoussina.com , office@vtradingsolutions.com | https://www.gouzelmoussina.com/ https://www.vtradingsolutions.com/ | https://www.virtue-solutions.com/ | Virtue is a Multi-family office and private equity boutique for entrepreneurs with main focus on Russia, CIS and CEE - an individual, trustful and discreet partner for questions concerning active entrepreneurs and wealthy individuals, their business, wealth, and family. | MF | |||
| Virtue AG | Frank | Taube | Executive Officer | Direct: 41 445 853 995, Mobile: 41 795 256 462 | 41 628 932 448 | office@virtue-solutions.com | Schmidgasse 3 | Zug | 6300 | Switzerland | Europe | Private Equity, Real Estate, Renewable Energy, Recycling, Fintech | 2.012 | https://www.gouzelmoussina.com/ https://www.vtradingsolutions.com/ | https://www.virtue-solutions.com/ | Virtue is a Multi-family office and private equity boutique for entrepreneurs with main focus on Russia, CIS and CEE - an individual, trustful and discreet partner for questions concerning active entrepreneurs and wealthy individuals, their business, wealth, and family. | MF | ||||||||
| 1.134 | Vivium Holding | Elie | Khouri | Chief Executive Officer | 971 4 3288 953 | elie.khouri@omnicommediagroup.com | info@viviumholding.com | 312 Al Mustaqbal St - Trade Centre - DIFC , ICD Brookfield Place | Dubai | United Arab Emirates | Asia | American University of Beirut | https://www.linkedin.com/in/eliekhouri/ | Luxury Residential and Hospitality, Hotel, Luxury Residential Real Estate, Technology, Art & Design | 2.017 | https://omnicommediagroup.com/ | https://viviumholding.com/ | Established by Elie Khouri in 2017, Vivium Holding is a progressive single family office focusing on alternative investing as a source of purposeful value creation. Our global connections and diverse interests allow us to spot potential across a wide spectrum of traditional and alternative investments such as real estate, technology, and art & design. We only embrace opportunities that dare to be different and constantly challenge the status quo. | SF | ||||||
| Vivium Holding | Omar | Salameh | Managing Director | 971 4 3288 953 | omar.salameh@viviumholding.com | info@viviumholding.com | 312 Al Mustaqbal St - Trade Centre - DIFC , ICD Brookfield Place | Dubai | United Arab Emirates | Asia | American University of Beirut | https://www.linkedin.com/in/omar-salameh-cfa-64485719/ | Luxury Residential and Hospitality, Hotel, Luxury Residential Real Estate, Technology, Art & Design | 2.017 | https://www.linkedin.com/company/vivium-holding/ | https://viviumholding.com/ | Established by Elie Khouri in 2017, Vivium Holding is a progressive single family office focusing on alternative investing as a source of purposeful value creation. Our global connections and diverse interests allow us to spot potential across a wide spectrum of traditional and alternative investments such as real estate, technology, and art & design. We only embrace opportunities that dare to be different and constantly challenge the status quo. | SF | |||||||
| 1.135 | VM Capital Advisors GmbH | Sabine | Menke | Finance & Administration | 49 211 8 628-6936 | 49 211 8 628-6977 | s.menke@vmcap.com | info@vmcap.com | Graf-Adolf-Straße 18 | Düsseldorf | D-40212 | Germany | Europe | Real Estate | 1.991 | €400M | https://vmcap.com/ | VM Capital is the family office of the Dr. family Vorndran. As part of its asset management activities, VM Capital acts as an entrepreneurial and medium-sized investor with a focus on growth-intensive companies with particular potential for value growth that has been successfully pursued for decades. VM Capital also invests in attractive real estate properties and infrastructure projects in the field of renewable energies. | SF | ||||||
| VM Capital Advisors GmbH | Helmut | Vorndran | CEO & Managing Partner | 49 211 8 628-6936 | 49 211 8 628-6977 | h.vorndran@vmcap.com | info@vmcap.com | Graf-Adolf-Straße 18 | Düsseldorf | D-40212 | Germany | Europe | The Julius Maximilians University of Würzburg | https://www.linkedin.com/in/dr-helmut-vorndran-33496827b/ | Real Estate | 1.991 | €400M | https://vmcap.com/ | VM Capital is the family office of the Dr. family Vorndran. As part of its asset management activities, VM Capital acts as an entrepreneurial and medium-sized investor with a focus on growth-intensive companies with particular potential for value growth that has been successfully pursued for decades. VM Capital also invests in attractive real estate properties and infrastructure projects in the field of renewable energies. | SF | |||||
| 1.136 | von Aswegen | Daniel | von Aswegen | Managing Director | info@vonaswegen.com | Germany | Europe | Shares, Bonds, Real Estate | application@vonaswegen.com | https://vonaswegen.com/ | von Aswegen is a private family office firm for the von Aswegen family. The von Aswegen family (known as The Aswegens or simply Aswegens) is an old German noble family renowned as captains, industrialists, politicians, bureaucrats and diplomats. The Aswegens’ history reaches back to the beginning of the 13th century. The origins of the family are in Aschwede in Ammerland in the north-west of Oldenburg in Germany. Today, where peerage is not a privilege anymore, especially the younger generations of the German family branch of The Aswegens focus their interests on the family’s heritage and the conservative management of selected family’s assets. The ASWEGEN DYNASTY TRUST (TBI) shall become the family’s new flagship for perpetual portfolio management for the benefit of dedicated future generations of the Aswegen family. | SF | |||||||||||||
| 1.137 | W5 Group, LLC | Ralph | Winter | Principal | 41 215 607 285 | r.winter@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | https://www.linkedin.com/in/ralphwinter/ | Real Estate, Private Equity | 2.009 | info@777capital.com, info@corestate-capital.com | https://www.corestate-capital.com/ https://777capital.com/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | ||||
| W5 Group, LLC | Raphael | Sidelsky | Chief Investment Officer | 41 215 607 285 | r.sidelsky@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | University of the Witwatersrand | https://www.linkedin.com/in/raphael-sidelsky/ | Real Estate, Private Equity | 2.009 | https://www.linkedin.com/company/w5-group-llc/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | |||||
| W5 Group, LLC | Matt | Harrington | Head Of Finance | m.harrington@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | Florida International University | https://www.linkedin.com/in/matt-jh/ | Real Estate, Private Equity | 2.009 | https://www.linkedin.com/company/w5-group-llc/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | ||||||
| W5 Group, LLC | David | Storch | Vice President | d.storch@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | University of Miami Herbert Business School | https://www.linkedin.com/in/david-storch/ | Real Estate, Private Equity | 2.009 | https://www.linkedin.com/company/w5-group-llc/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | ||||||
| W5 Group, LLC | Omaar | Yemini | Head of Operations & Family Office Executive | Mobile: (786) 487-9609 | o.yemini@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | University of Miami | https://www.linkedin.com/in/omaar-yemini-3110879b/ | Real Estate, Private Equity | 2.009 | https://www.linkedin.com/company/w5-group-llc/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | |||||
| W5 Group, LLC | Celine | Winter | Director of Business Development | c.winter@w5-group.com | info@w5-group.com | 119 Washington Avenue, Suite 502 | Miami Beach | FL | 33139 | United States of America | North America | University of Miami Herbert Business School | https://www.linkedin.com/in/celine-winter-37b692187/ | Real Estate, Private Equity | 2.009 | https://www.linkedin.com/company/w5-group-llc/ | https://w5-group.com/ | Established in 2009, W5 Group is a single family office with investment teams in both Europe and the United States. The investment professionals have private equity and investment banking backgrounds. W5 Group invests across all asset classes and capital structures and typically takes an opportunistic approach. | SF | ||||||
| 1.138 | 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 | ACCA | 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 | The London School of Economics and Political Science (LSE) | 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 | ||||||
| 1.139 | Walton Enterprises LLC | Eliza | Erikson | Managing Director | eerikson@omidyar.com | info@wffmail.com | P.O. Box 2030 | Bentonville | AR | 72712 | United States of America | North America | Princeton University / Harvard University | https://www.linkedin.com/in/eliza-erikson-7124112/ | 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 | eliza@omidyar.com, ee@omidyar.com | https://www.linkedin.com/company/walton-enterprises-llc/ | 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 | Joel | Niamien | Senior Advisor | joel@capitalone.com | info@wffmail.com | P.O. Box 2030 | Bentonville | AR | 72712 | United States of America | North America | Brown University | https://www.linkedin.com/in/joel-niamien-cfa/ | 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 | jniamien@capitalone.com, joel@capitalone.com, jniamien@midatlantic.wish.org | https://wish.org/midatlantic | https://www.linkedin.com/company/walton-enterprises-llc/ | 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 | |||||
| 1.140 | Warburton Group Pty Ltd | Darren | Weaver | Chief Executive Officer | 61 8 9286 0800 | darren.weaver@wgpl.biz | P.O. Box 466 | Cottesloe | WA | 6911 | Australia | Australia / Oceania | https://www.linkedin.com/in/darren-weaver-648a9820/ | Property, Mining & Resources, Infrastructure, Aviation, Aquaculture, Agriculture, Marine, Tech, Technology, Equities, Hedge Funds, Private Equity | 2.004 | https://www.warburtongroup.com/ | Warburton Group is a private family office founded by Tim Roberts whose heritage evolved from the Family’s foundations of construction, development and property investment. Our investment mandate is global and diverse, across the full spectrum of asset classes including property, mining & resources, infrastructure, aviation, aquaculture, agriculture, marine, tech, equities, hedge funds and private equity. | SF | |||||||
| Warburton Group Pty Ltd | Darren | Weaver | Chief Executive Officer | 61 8 9286 0800 | darren.weaver@wgpl.biz | P.O. Box 466 | Cottesloe | WA | 6911 | Australia | Australia / Oceania | https://www.linkedin.com/in/darren-weaver-648a9820/ | Property, Mining & Resources, Infrastructure, Aviation, Aquaculture, Agriculture, Marine, Tech, Technology, Equities, Hedge Funds, Private Equity | 2.004 | https://www.warburtongroup.com/ | Warburton Group is a private family office founded by Tim Roberts whose heritage evolved from the Family’s foundations of construction, development and property investment. Our investment mandate is global and diverse, across the full spectrum of asset classes including property, mining & resources, infrastructure, aviation, aquaculture, agriculture, marine, tech, equities, hedge funds and private equity. | SF | ||||||||
| 1.141 | Warren Averett Asset Management, LLC - Family Office Division | John | Cox | Advisor & Member | (205) 314-6209 | (205) 879-1114 | john.cox@waasset.com | 600 University Park Place, Suite 501 | Birmingham | AL | 35209 | United States of America | North America | University of Montevallo | https://www.linkedin.com/in/john-cox-cfa-caia-0b35ba6/ | 1.999 | $4B | https://www.linkedin.com/company/warren-averett-asset-management-llc/ | https://waasset.com/ | Warren Averett Family Office manages your investment portfolio, estate planning, real estate, staff and other provisions for you and your family. | MF | ||||
| Warren Averett Asset Management, LLC - Family Office Division | Josh | Reidinger | President | (205) 769-3294 | (205) 979-6313 | josh.reidinger@waasset.com | 600 University Park Place, Suite 501 | Birmingham | AL | 35209 | United States of America | North America | Samford University | https://www.linkedin.com/in/josh-reidinger-8490591b/ | 1.999 | $4B | https://www.linkedin.com/company/warren-averett-asset-management-llc/ | https://waasset.com/ | Warren Averett Family Office manages your investment portfolio, estate planning, real estate, staff and other provisions for you and your family. | MF | |||||
| Warren Averett Asset Management, LLC - Family Office Division | Melanie | Nichols | Chief Investment Officer | (205) 769-3308 | (205) 979-6313 | melanie.nichols@waasset.com | 600 University Park Place, Suite 501 | Birmingham | AL | 35209 | United States of America | North America | The University of Alabama | https://www.linkedin.com/in/melanie-nichols-b51a0b3b/ | 1.999 | $4B | https://www.linkedin.com/company/warren-averett-asset-management-llc/ | https://waasset.com/ | Warren Averett Family Office manages your investment portfolio, estate planning, real estate, staff and other provisions for you and your family. | MF | |||||
| 1.142 | Watrium AS | Anders | Wilhelmsen | Chairman & Head of Investments | 47 22 010 481 | investment@watrium.no | info@watrium.no | 12 Hay Hill, Mayfair | London | W1J 8NR | United Kingdom | Europe | University of St Andrews | https://www.linkedin.com/in/anders-christian-wilhelmsen-7bb34663/ | Real Estate, Infrastructure, Energy, Financial Services, Professional Services, Health Care, Maritime Services and Aquaculture | 2.002 | realestate@watrium.no | https://www.linkedin.com/in/knut-olav-rød-012a18/ | https://watrium.no/ | Watrium was founded in 2002 as a private investment firm by the Wilhelmsen family. Watrium is fully owned by the Wilhelmsen family. The third and fourth generation of the ownership family are currently represented in central positions through CEO Anders Christopher G. Wilhelmsen (3rd generation) and Investment Director Anders Christian G. Wilhelmsen (4th generation). | SF | Norway Office: Kanalen 5 0252, Oslo Norway | |||
| 1.143 | Wedgewood Capital LLC | Peter | info@wedgewoodcap.com | New York | NY | United States of America | North America | Real Estate, Lower Middle Market Private Equity, Private Credit, Venture Capital | https://www.wedgewoodcap.com/ | Wedgewood Capital is a New York–based single family office focused on long-term capital appreciation. We look for partners who understand that patient value creation should take priority over current yield and liquidity. Our most successful partners pursue ROI opportunities when prudent and return capital when it could be deployed more efficiently elsewhere. We seek high octane returns and have historically invested in lower middle market private equity, private credit, and venture capital strategies. We would be willing (and excited!) to connect with an operator who is seeking a long-term partner with flexible capital to grow his or her business. | SF | ||||||||||||||
| 1.144 | WEGA Invest GmbH | Patrick | Diener | Portfolio Manager | info@wegainvest.de | Sporerstraße 3 | Munich | 80333 | Germany | Europe | Maastricht University | https://www.linkedin.com/in/patrick-diener-ba410758/ | Gold, Private Equity, Real Estate, Fixed Income, Public Equity, Absolute Return | 2.000 | https://www.linkedin.com/company/wegainvest/ | https://www.wegainvest.de/ | WEGA is a German single family office with 20 years of experience. WEGA is the family office of the Wendeln family, a German entrepreneurial family with roots in the industrial bakery space going back to 1919. The family office was founded in 2000 after the sale of the family’s operating business. | SF | |||||||
| WEGA Invest GmbH | Bernd | Wendeln | Chairman Advisory Board | bj.wendeln@wegainvest.de | info@wegainvest.de | Sporerstraße 3 | Munich | 80333 | Germany | Europe | The Wharton School | https://www.linkedin.com/in/bernard-bernd-wendeln-4611a3/ | Gold, Private Equity, Real Estate, Fixed Income, Public Equity, Absolute Return | 2.000 | bernd.wendeln@bonventure.de | https://bonventure.de/ | https://www.wegainvest.de/ | WEGA is a German single family office with 20 years of experience. WEGA is the family office of the Wendeln family, a German entrepreneurial family with roots in the industrial bakery space going back to 1919. The family office was founded in 2000 after the sale of the family’s operating business. | SF | ||||||
| WEGA Invest GmbH | Matthias | Kray | Managing Director & CIO | m.kray@wegainvest.de | info@wegainvest.de | Sporerstraße 3 | Munich | 80333 | Germany | Europe | https://www.linkedin.com/in/matthias-kray-654760138/ | Gold, Private Equity, Real Estate, Fixed Income, Public Equity, Absolute Return | 2.000 | https://www.linkedin.com/company/wegainvest/ | https://www.wegainvest.de/ | WEGA is a German single family office with 20 years of experience. WEGA is the family office of the Wendeln family, a German entrepreneurial family with roots in the industrial bakery space going back to 1919. The family office was founded in 2000 after the sale of the family’s operating business. | SF | ||||||||
| 1.145 | Wes & Betty Foster Family Holdings LLC | Jonathan | Wagy | President | (703) 880-3623 | jonathan.wagy@fosterfamilyholdings.com | 14501 George Carter Way | Chantilly | VA | 20151-1787 | United States of America | North America | University of Georgia - Terry College of Business | https://www.linkedin.com/in/jonathan-wagy-a413348/ | Private Equity, Real Estate | 2.018 | https://www.longandfoster.com/ | Wes & Betty Foster Family Holdings, Washington, DC-based private single family office. | SF | ||||||
| 1.146 | West Nonpublic Holdings | Kurt | Wickham | Executive Vice President | (760) 602-5827 | kwickham@westdevllc.com | 5800 Armada Dr., Suite 100 | Carlsbad | CA | 92008 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/kwickham/ | Private Equity, Real Estate | 2.015 | West Nonpublic Holdings is a San Diego-based investment firm, making direct investments in private companies. As part of the Gary and Mary West Family Office, all of our capital comes from the West Family. Given our flexible approach to investment structure and our long-term investment horizon, we seek partners to build great businesses over decades, not just years. We seek equity stakes in companies operating in growing markets, with strong management teams. West Nonpublic Holdings offers numerous advantages as your source of capital, including: * Permanent capital base, with no outside investors * Flexible approach to investment structure and investment horizon * Focus on your value creation * Strong belief in incentives for your management team * Modest use of leverage, to allow for operational flexibility We are investors, not operators. We are looking for managers who want to build great businesses, and we want to help make that possible. | SF | |||||||
| West Nonpublic Holdings | Kurt | Wickham | Executive Vice President | (760) 602-5827 | kwickham@westpartners.com | 5796 Armada Drive, Suite 300 | Carlsbad | CA | 92008 | United States of America | North America | Brigham Young University | https://www.linkedin.com/in/kwickham/ | Private Equity, Real Estate, Manufactured Housing, Commercial Real Estate, Gaming, B2B Services, Infrastructure Network Engineering, Software, Technology, Business Services, Consumer Products, Retail, Aerospace & Defense, Medical Technology, Wireless Communications, Wholesale, Distribution, Manufacturing and Industrials | 2.015 | West Nonpublic Holdings is a San Diego-based investment firm, making direct investments in private companies. As part of the Gary and Mary West Family Office, all of our capital comes from the West Family. Given our flexible approach to investment structure and our long-term investment horizon, we seek partners to build great businesses over decades, not just years. We seek equity stakes in companies operating in growing markets, with strong management teams. West Nonpublic Holdings offers numerous advantages as your source of capital, including: * Permanent capital base, with no outside investors * Flexible approach to investment structure and investment horizon * Focus on your value creation * Strong belief in incentives for your management team * Modest use of leverage, to allow for operational flexibility We are investors, not operators. We are looking for managers who want to build great businesses, and we want to help make that possible. | SF | ||||||||
| 1.147 | Westfall-Gooden Sfo Co. | Cory | Charlston | Director, Manager, Founder | (253) 344-1025 | (206) 429-2249 | info@westfallgooden.com | P.O. Box 1294 | Oklahoma City | OK | 73101 | United States of America | North America | University of Oklahoma Health Sciences Center | https://www.linkedin.com/in/carolyn-dunstone-90159b20/ | Extractive Energy, Oil & Gas, Minerals, Real Estate, Securities | 2.004 | info@westfallgoodenoil.com | https://www.corycharlston.com/ | http://westfallgooden.com/ | The Westfall-Gooden Single-Family Office is a single family office firm to manage the wealth of Mr. Cory G. Charlston, a 4th generation independent petroleum producer, the founder of the Westfall Gooden Oil Company, along with subsidiaries, Gooden-Charlston Petrol Co, The WG Property Cos. | SF | Physical Address: 629 West Main Street, Suite 1025 Oklahoma City, OK 73102 United States of America | ||
| 1.148 | Wharton Single Family Office | Randy | Joy Epstein | Founder | (347) 746-4769 | randy@randyjoy.com | SFO@whartonny.com | 1324 Lexington Avenue, Suite 409 | New York | NY | 10128 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/randyjoy/ | Real Estate, Venture Capital, Angel | https://www.randyjoy.com/ | https://www.whartonny.com/article.html?aid=2801 | The objective for the Wharton SFO Group will be to provide an intimate gathering for family members and their executives to share investing trends, operation intelligence and deal insights. A Single Family Office is defined as one family pool of capital being invested and protected for one or multiple generations. | SF | |||||
| 1.149 | White Park Capital | William | Belford | Managing Director | 44 798 277-6216 | wbelford@whiteparkcapital.com | 47 Queens Square | Belfast | BT1 3FG | United Kingdom | Europe | University of Cambridge | https://www.linkedin.com/in/williambelford/ | Private Equity, Special Situations, Real Estate, Public Securities | 2.010 | €10M | http://keravalon.eu/ https://www.linkedin.com/company-beta/1319034/ | https://whiteparkcapital.com/ | White Park Capital Partners is a UK headquartered Multi-Family Office that invests in Special Situations that have unique and compelling value creation potential. | MF | |||||
| 1.150 | Wictor Family Office | Marjan | Stefanovski | Chief Investment Officer & Portfolio Manager | 46 352 995 000 | marjan@wictorfamilyoffice.com | info@wictorfamilyoffice.com | Malmöhusvägen 1 | Malmö | 211 18 | Sweden | Europe | Lund University | https://www.linkedin.com/in/stefanovski/ | Real Estate | https://www.linkedin.com/company/wictor-family-office/ | https://wictorfamilyoffice.com/ | The Wictor Family Office was founded by three Swedish entrepreneurial families, with the purpose of creating independent solutions to complex financial, legal and generally family-related questions. We serve wealthy entrepreneurs, their families, businesses, corporations, trusts and foundations. We work exclusively with personal and long-term relationships based on honesty, integrity and transparency. At Wictor Family Office, our goal is to navigate you through the complex world that comes with a fortune, to make your life easier and to create tailor-made solutions to your needs. We offer personalized service to help you reach your goals. | SF | ||||||
| 1.151 | Wieland Capital | Robert | Wieland | Founder | 49 894 161-9330 | wieland@wieland-capital.com | info@wieland-capital.com | Schumannstr. 4 | Munich | D-81679 | Germany | Europe | WHU – Otto Beisheim School of Management | https://www.linkedin.com/in/robert-wieland-895472/ | Medium-sized Companies, Selected Growth Financing, Venture Capital Situations, Real Estate, Forestry, Liquid Investment, Illiquid Investment, Private Equity, Real Estate | 2.004 | manager@wieland-capital.com | https://www.linkedin.com/company/wieland-capital/ | https://www.wieland-capital.com/ | Wieland Capital is an entrepreneurial family office. We have been investing our own family wealth for almost 20 years. Wieland Capital was founded in 2004 by Robert Wieland after the sale of ESPE, a dental company founded by his grandfather. Today, we invest in established medium-sized companies, selected growth financing and venture capital situations, real estate, forestry, and other liquid and illiquid investments. We focus on medium-sized, profitable companies in German-speaking countries. We support medium-sized, sustainably profitable companies with an established market position. We place particular emphasis on a strong, motivated existing or new management team. We operate mainly in the DACH region and deliberately independent of industry. Typically, we invest together with the founders and the management in the context of company succession. In individual cases, this can also be growth or venture capital situations. Our equity investment per transaction is usually between € 2 to 7 million. For larger transactions, we join forces with other co-investors. We invest on a long-term basis and in partnership with the founders and the management team. When acquiring our portfolio companies, we act quickly, reliably and entrepreneurially and can offer a customized transaction structure. As informed and committed shareholders, we maintain a cooperative partnership with the management team for the sustainable further development of our portfolio companies. We closely coordinate strategic and financial decisions, but do not interfere in the day-to-day business. We are not under any time pressure to sell our investments. | MF | ||||
| Wieland Capital | Franck | Godet | Partner | 49 894 161-9330 | godet@wieland-capital.com | info@wieland-capital.com | Schumannstr. 4 | Munich | D-81679 | Germany | Europe | CentraleSupélec | https://www.linkedin.com/in/franck-godet/ | Medium-sized Companies, Selected Growth Financing, Venture Capital Situations, Real Estate, Forestry, Liquid Investment, Illiquid Investment, Private Equity, Real Estate | 2.004 | https://www.linkedin.com/company/wieland-capital/ | https://www.wieland-capital.com/ | Wieland Capital is an entrepreneurial family office. We have been investing our own family wealth for almost 20 years. Wieland Capital was founded in 2004 by Robert Wieland after the sale of ESPE, a dental company founded by his grandfather. Today, we invest in established medium-sized companies, selected growth financing and venture capital situations, real estate, forestry, and other liquid and illiquid investments. We focus on medium-sized, profitable companies in German-speaking countries. We support medium-sized, sustainably profitable companies with an established market position. We place particular emphasis on a strong, motivated existing or new management team. We operate mainly in the DACH region and deliberately independent of industry. Typically, we invest together with the founders and the management in the context of company succession. In individual cases, this can also be growth or venture capital situations. Our equity investment per transaction is usually between € 2 to 7 million. For larger transactions, we join forces with other co-investors. We invest on a long-term basis and in partnership with the founders and the management team. When acquiring our portfolio companies, we act quickly, reliably and entrepreneurially and can offer a customized transaction structure. As informed and committed shareholders, we maintain a cooperative partnership with the management team for the sustainable further development of our portfolio companies. We closely coordinate strategic and financial decisions, but do not interfere in the day-to-day business. We are not under any time pressure to sell our investments. | MF | ||||||
| Wieland Capital | Melissa | Simon | Partner | 49 894 161-9330 | simon@wieland-capital.com | info@wieland-capital.com | Schumannstr. 4 | Munich | D-81679 | Germany | Europe | Technical University of Munich | https://www.linkedin.com/in/melissa-simon-39ab40229/ | Medium-sized Companies, Selected Growth Financing, Venture Capital Situations, Real Estate, Forestry, Liquid Investment, Illiquid Investment, Private Equity, Real Estate | 2.004 | melissa@eliteconsultingpartners.com | https://www.linkedin.com/company/wieland-capital/ | https://www.wieland-capital.com/ | Wieland Capital is an entrepreneurial family office. We have been investing our own family wealth for almost 20 years. Wieland Capital was founded in 2004 by Robert Wieland after the sale of ESPE, a dental company founded by his grandfather. Today, we invest in established medium-sized companies, selected growth financing and venture capital situations, real estate, forestry, and other liquid and illiquid investments. We focus on medium-sized, profitable companies in German-speaking countries. We support medium-sized, sustainably profitable companies with an established market position. We place particular emphasis on a strong, motivated existing or new management team. We operate mainly in the DACH region and deliberately independent of industry. Typically, we invest together with the founders and the management in the context of company succession. In individual cases, this can also be growth or venture capital situations. Our equity investment per transaction is usually between € 2 to 7 million. For larger transactions, we join forces with other co-investors. We invest on a long-term basis and in partnership with the founders and the management team. When acquiring our portfolio companies, we act quickly, reliably and entrepreneurially and can offer a customized transaction structure. As informed and committed shareholders, we maintain a cooperative partnership with the management team for the sustainable further development of our portfolio companies. We closely coordinate strategic and financial decisions, but do not interfere in the day-to-day business. We are not under any time pressure to sell our investments. | MF | |||||
| 1.152 | Wigan Acquisitions Kft. | Patrick | Wigan | Group Management | 36 205 401 640 | pw@wiganacq.com | Magyar utca 28 | Budapest | 1053 | Hungary | Europe | Royal Agricultural University | https://www.linkedin.com/in/patrick-wigan-3717471a/ | Private Equity, Real Estate across Europe | 2.010 | https://www.linkedin.com/company/wiganacq/ | https://wiganacq.com/ | Wigan Acquisitions is a single family office and private equity backed investment company based in Budapest, Hungary. It is primarily focused on direct real estate co-investments across Europe. | SF | ||||||
| 1.153 | Wildcat Capital Management | Thomas | McConnon | Head of Public Equities & Managing Director | Office: (212) 468-5110 | tmcconnon@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | Harvard University / Stanford University Graduate School of Business | https://www.linkedin.com/in/thomas-mcconnon-0b9194/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | |||
| Wildcat Capital Management | Michael | Volpert | Vice President | Office: (212) 468-5110 | mvolpert@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | Stanford University / Harvard Business School | https://www.linkedin.com/in/michael-volpert-582a5b57/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| Wildcat Capital Management | Brian | Rosenblatt | General Counsel & Chief Operating Officer | Office: (212) 468-5110 | brosenblatt@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | University of Southern California / Tulane University - A.B. Freeman School of Business | https://www.linkedin.com/in/brianrosenblatt1/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| Wildcat Capital Management | Drew | Tarlow | Head of Private Investments | Office: (212) 468-5110 | dtarlow@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | Amherst College | https://www.linkedin.com/in/drew-tarlow-3823894/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| Wildcat Capital Management | Jeffrey | Messer | Principal & Vice President | Office: (212) 468-5110 | jmesser@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | Northwestern University | https://www.linkedin.com/in/jeffrey-messer-8a2259a/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| Wildcat Capital Management | Alan | Xie | Investor | Office: (212) 468-5110 | axie@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | University of Michigan - Stephen M. Ross School of Business | https://www.linkedin.com/in/alanxie/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://moomoocarwash.com/moo-ving-forward-car-wash-chain-sees-big-growth-ahead-after-landing-private-equity-investment/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| Wildcat Capital Management | Len | Potter | President & Chief Investment Officer | Office: (212) 468-5110 | lpotter@wildcatcap.com | info@wildcatcap.com | 888 7th Avenue, 37th Floor | New York | NY | 10106 | United States of America | North America | Brandeis University / Fordham University School of Law | https://www.linkedin.com/in/len-potter-55985313/ | Car Wash, Private Equity, Real Estate, Financial Services, Technology | 2.011 | $3.9B | https://www.linkedin.com/company/wildcat-capital-management/ | https://www.wildcatcap.com/ | Wildcat Capital Management, the family office of David Bonderman, one of the founders of TPG Capital. | SF | ||||
| 1.154 | Wille Finance | Albert | Iten | Chief Executive Officer | 41 445 775 090 | info@willefinance.com | Stockerstrasse 47 | Zurich | CH-8002 | Switzerland | Europe | https://www.linkedin.com/in/albert-iten-531033116/ | Private Equity, Venture Capital, Buy-out), Real Estate, Listed Assets | 2.007 | CHF 500M | https://www.linkedin.com/company/willefinance/ | https://www.willefinance.com/ | Wille, a family office with an entrepreneurial spirit, focusing on private equity, real estate, digital media & listed assets. Wille Finance was established in 2007 with the aim to offer a dedicated and tailored wealth management service. In the following years, the original purpose evolved from a wealth management service to a fully-fledged platform that would allow the team, to carry out their visions in various sectors such as private equity, real estate, digital media and listed assets. The combination of a talented, diverse team and our philosophy is what makes Wille Finance as a platform unique. Our aspiration is to continue to grow our business by forging trustworthy relationships, whilst leveraging our entrepreneurial spirit and long-term vision. | MF | ||||||
| 1.155 | 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 | University of Michigan | 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 | ||||||
| 1.156 | Wimmer Family Office | John | Moore-Stanley | Head of Investments | 44 778 875-7677 | 44 207 494-4745 | john.moore-stanley@wimmerfinancial.com | info@wfo.am | Cording House, 1st Floor, 34 St James's Street | London | SW1A 1HD | United Kingdom | Europe | University of Oxford | https://www.linkedin.com/in/john-moore-stanley-22aa0920/ | Natural Resources (mining, oil & gas, alternative energy,) Real Estate, Infrastructure, Aviation and Shipping, with global reach through a network of close partners, corporates and investors all over the world. | 2.011 | https://www.wfo.am/ | Wimmer Family Office operates as a single family office for the Wimmer Family. | SF | |||||
| Wimmer Family Office | Per | Wimmer | Chief Executive Officer | Direct: 44 207 432-7576, Switch: 44 207 432-7575, Mobile: 44 778 875-7677 | 44 207 494-4745 | per.wimmer@wimmerfinancial.com | info@wfo.am | Cording House, 1st Floor, 34 St James's Street | London | SW1A 1HD | United Kingdom | Europe | Harvard University | https://www.linkedin.com/in/per-wimmer-25a1a1/ | Natural Resources (mining, oil & gas, alternative energy,) Real Estate, Infrastructure, Aviation and Shipping, with global reach through a network of close partners, corporates and investors all over the world. | 2.011 | Per.Wimmer@WFO.am | https://www.wfo.am/ | Wimmer Family Office operates as a single family office for the Wimmer Family. | SF | |||||
| 1.157 | Winchester Capital Partners Limited | Pippa | Smith | Director of Corporate Communications & Business Development | (203) 787-5029 | (203) 785-0018 | pippa.smith@winchestercapital.com | info@winchestercapital.com | Winchester House, 445 Orange St. | New Haven | CT | 06511 | United States of America | North America | https://www.linkedin.com/in/pippa-s-38559147/ | Mergers and Acquisitions, M&A, Private Equity, Asset Management, Communications Services, Consumer, Energy, Health Care, Industrials, Information Technology, Materials, Real Estate | 1.986 | https://www.linkedin.com/in/pippa-smith-81130546/ | https://winchestercapital.com/ | Founded in 1986 within the Family Office of the late Honourable Averell Harriman, a former partner of Brown Brothers Harriman. Winchester Capital is focused on cross border mergers and acquisitions, private equity and asset management. We are a private company located adjacent to the Yale University Campus in New Haven, Connecticut, USA and in St James’s Square in London, England. We focus on research, strategic financial services and private international asset management. Over the past 35 years, we have been at the forefront of some of the world’s largest and most complex transactions in over 40 countries. Our professional services and asset management are supported by expert research, diligence and valuable commercial intelligence provided by our in-house team of professionals. Our clients are sophisticated investors including banks, family offices, institutional investors, multinational corporations. We are the first company in our class to provide the comprehensive WinStar™ M&A Global Resource to international clients which assists all phases of M&A transactions as a resource and consulting service, without a buy side or sell side mandate. This assists a buyer or seller with pre-market research and advice on all steps of the process before brokers are appointed. It also facilitates technology transfer from University based research to potentially realize value. | SF | ||||
| Winchester Capital Partners Limited | Gillian | Nixon | Chief Financial Officer | (203) 787-5029 | (203) 785-0018 | gillian.nixon@winchestercapital.com | info@winchestercapital.com | Winchester House, 445 Orange St. | New Haven | CT | 06511 | United States of America | North America | https://www.linkedin.com/in/gill-nixon-0b6b7952/ | Mergers and Acquisitions, M&A, Private Equity, Asset Management, Communications Services, Consumer, Energy, Health Care, Industrials, Information Technology, Materials, Real Estate | 1.986 | https://www.linkedin.com/in/gillian-nixon-2351807/ | https://winchestercapital.com/ | Founded in 1986 within the Family Office of the late Honourable Averell Harriman, a former partner of Brown Brothers Harriman. Winchester Capital is focused on cross border mergers and acquisitions, private equity and asset management. We are a private company located adjacent to the Yale University Campus in New Haven, Connecticut, USA and in St James’s Square in London, England. We focus on research, strategic financial services and private international asset management. Over the past 35 years, we have been at the forefront of some of the world’s largest and most complex transactions in over 40 countries. Our professional services and asset management are supported by expert research, diligence and valuable commercial intelligence provided by our in-house team of professionals. Our clients are sophisticated investors including banks, family offices, institutional investors, multinational corporations. We are the first company in our class to provide the comprehensive WinStar™ M&A Global Resource to international clients which assists all phases of M&A transactions as a resource and consulting service, without a buy side or sell side mandate. This assists a buyer or seller with pre-market research and advice on all steps of the process before brokers are appointed. It also facilitates technology transfer from University based research to potentially realize value. | SF | |||||
| Winchester Capital Partners Limited | Ceasar | Anquillare | Chairman | (203) 787-5029 | (203) 785-0018 | ceasar.anquillare@winchestercapital.com | info@winchestercapital.com | Winchester House, 445 Orange St. | New Haven | CT | 06511 | United States of America | North America | https://www.linkedin.com/in/ceasar-anquillare-50426013b/ | Mergers and Acquisitions, M&A, Private Equity, Asset Management, Communications Services, Consumer, Energy, Health Care, Industrials, Information Technology, Materials, Real Estate | 1.986 | https://www.linkedin.com/company/winchestercapital/ | https://winchestercapital.com/ | Founded in 1986 within the Family Office of the late Honourable Averell Harriman, a former partner of Brown Brothers Harriman. Winchester Capital is focused on cross border mergers and acquisitions, private equity and asset management. We are a private company located adjacent to the Yale University Campus in New Haven, Connecticut, USA and in St James’s Square in London, England. We focus on research, strategic financial services and private international asset management. Over the past 35 years, we have been at the forefront of some of the world’s largest and most complex transactions in over 40 countries. Our professional services and asset management are supported by expert research, diligence and valuable commercial intelligence provided by our in-house team of professionals. Our clients are sophisticated investors including banks, family offices, institutional investors, multinational corporations. We are the first company in our class to provide the comprehensive WinStar™ M&A Global Resource to international clients which assists all phases of M&A transactions as a resource and consulting service, without a buy side or sell side mandate. This assists a buyer or seller with pre-market research and advice on all steps of the process before brokers are appointed. It also facilitates technology transfer from University based research to potentially realize value. | SF | |||||
| Winchester Capital Partners Limited | David | Bowen | Managing Director | (203) 787-5029 | (203) 785-0018 | david.bowen@winchestercapital.com | info@winchestercapital.com | Winchester House, 445 Orange St. | New Haven | CT | 06511 | United States of America | North America | Bryant University | https://www.linkedin.com/in/david-bowen-00348926/ | Mergers and Acquisitions, M&A, Private Equity, Asset Management, Communications Services, Consumer, Energy, Health Care, Industrials, Information Technology, Materials, Real Estate | 1.986 | https://www.linkedin.com/company/winchestercapital/ | https://winchestercapital.com/ | Founded in 1986 within the Family Office of the late Honourable Averell Harriman, a former partner of Brown Brothers Harriman. Winchester Capital is focused on cross border mergers and acquisitions, private equity and asset management. We are a private company located adjacent to the Yale University Campus in New Haven, Connecticut, USA and in St James’s Square in London, England. We focus on research, strategic financial services and private international asset management. Over the past 35 years, we have been at the forefront of some of the world’s largest and most complex transactions in over 40 countries. Our professional services and asset management are supported by expert research, diligence and valuable commercial intelligence provided by our in-house team of professionals. Our clients are sophisticated investors including banks, family offices, institutional investors, multinational corporations. We are the first company in our class to provide the comprehensive WinStar™ M&A Global Resource to international clients which assists all phases of M&A transactions as a resource and consulting service, without a buy side or sell side mandate. This assists a buyer or seller with pre-market research and advice on all steps of the process before brokers are appointed. It also facilitates technology transfer from University based research to potentially realize value. | SF | ||||
| 1.158 | Windsor Family Office | Youssry | Henien | Chairman | info@windsorfo.com | Singapore | Singapore | Asia | American University of Beirut | https://www.linkedin.com/in/youssry-henien/ | Real Estate, Fintech, Medical Space | 2.008 | https://windsorfo.com/ | WFO is a single-family office with no limited partners, clients or stakeholders. Founded in 2008 by Youssry Henien, WFO is a wholly owned private company. Our sole purpose is the investment and management of the capital of the family. Windsor Family Office evolved predominantly from the wealth created by the past success of our financial services businesses, not limited to Swiss, UK regulated Wealth Management & Capital Markets enterprises. Today WFO focuses exclusively on managing the proprietary interests of the family. | SF | ||||||||||
| 1.159 | WLD Enterprises, Inc. | Jennifer | Magaña | Director - Private Markets | (954) 713-0841 | jmagana@wldent.com | 401 E. Las Olas Blvd., Suite 2200 | Fort Lauderdale | FL | 33301 | United States of America | North America | University of Miami Herbert Business School | https://www.linkedin.com/in/jennifer-magaña/ | Private Equity, Venture Capital, Private Credit, Real Estate, Alternative Investments | https://southoceancapital.com/ | WLD Enterprises, a Miami-based Single Family Office firm. | SF | SouthOcean Capital Partners: 401 E. Las Olas Blvd., Suite 2220 Fort Lauderdale, FL 33301 | ||||||
| WLD Enterprises, Inc. | Michelle | Donaghue | Chief Operating Officer & CFO | (954) 331-0109 | mdonaghue@wldent.com | 401 E. Las Olas Blvd., Suite 2200 | Fort Lauderdale | FL | 33301 | United States of America | North America | University of Miami | https://www.linkedin.com/in/michelle-donaghue-899a024/ | Private Equity, Venture Capital, Private Credit, Real Estate, Alternative Investments | https://southoceancapital.com/ | WLD Enterprises, a Miami-based Single Family Office firm. | SF | SouthOcean Capital Partners: 401 E. Las Olas Blvd., Suite 2220 Fort Lauderdale, FL 33301 | |||||||
| 1.160 | Wolf Asset Managment Corp. | David | Wolf | President | (303) 321-4800, (303) 991-0061 | (303) 321-4848 | dwolf@wolfventures.com | 1625 N Broadway | Denver | CO | 80202 | United States of America | North America | University of DenverUniversity of Denver / The University of Chicago Booth School of Business | https://www.linkedin.com/in/david-wolf-6b32bb1/ | Venture Capital, Early Stage Technology | 1.992 | https://yacenter.org/ | Wolf Asset Managment is a single family office firm for the Wolf Family. The company manages and invests capital in privately held companies, publicly traded securities, real estate, energy, and a number of special finance opportunities. David currently manages a family office for several High Net Worth Families. David was a venture capital investor in 30 early stage technology companies. His operating experience includes management positions with Fortune 500 and small entrepreneurial companies, as well as service on more than 12 different Boards of Directors. | SF | |||||
| 1.161 | Woodland Management | Thomas | Bernstein | Director | (412) 362-0309 | Tom@wmfio.com | info@wmfio.com | 201 S Highland Ave., Suite 204 | Pittsburgh | PA | 15206 | United States of America | North America | Consumer, Promotional Products, Business and Healthcare Services, Franchises, Payments, Niche Manufacturing & Distribution, Real Estate | 2.004 | $250M | https://wmfio.com/ | Woodland Management, a Pittsburgh, PA-based single family office for the Bernstein family, co-invests with operators and sponsors in companies with significant growth potential. | SF | ||||||
| Woodland Management | Steve | Halpern | President | (412) 362-0309 | Steve@wmfio.com | info@wmfio.com | 201 S Highland Ave., Suite 204 | Pittsburgh | PA | 15206 | United States of America | North America | The Wharton School | https://www.linkedin.com/in/steve-halpern-b733095/ | Consumer, Promotional Products, Business and Healthcare Services, Franchises, Payments, Niche Manufacturing & Distribution, Real Estate | 2.004 | $250M | https://wmfio.com/ | Woodland Management, a Pittsburgh, PA-based single family office for the Bernstein family, co-invests with operators and sponsors in companies with significant growth potential. | SF | |||||
| 1.162 | Woods Family Office | Darrin | Woo | Managing Director | darrin.woo@whfgroup.com | inbound@woodsfamilyoffice.com | Poast Oak Central | Houston | TX | 77056 | United States of America | North America | The University of Hong Kong | https://www.linkedin.com/in/darrin-woo/ | Hedge Funds, Private Equity, Venture Capital, Real Estate | 1.963 | $5B | https://www.whfgroup.com/ | http://woodsfamilyoffice.com/ | The Woods Family Office is a private company that manages the investments and wealth of the The Woods Family of Houston, Texas. The Woods Family does not manage outside capital and does not accept non-family member clients. | SF | Energent, L.P: Cedar Springs Road, Suite 1050 Dallas, Texas 75201 USA | |||
| Woods Family Office | Matthew | Brown | Member of the Advisory Board | matthew.brown@nrgnt.com | inbound@woodsfamilyoffice.com | Poast Oak Central | Houston | TX | 77056 | United States of America | North America | Texas Christian University | https://www.linkedin.com/in/mbrownnyc/ | Hedge Funds, Private Equity, Venture Capital, Real Estate | 1.963 | $5B | https://www.whfgroup.com/ | http://woodsfamilyoffice.com/ | The Woods Family Office is a private company that manages the investments and wealth of the The Woods Family of Houston, Texas. The Woods Family does not manage outside capital and does not accept non-family member clients. | SF | Energent, L.P: Cedar Springs Road, Suite 1050 Dallas, Texas 75201 USA | ||||
| 1.163 | Woodsford Consulting Ltd | Jonathan | Barnes | Director | 44 207 313-8070 | 44 207 313-9607 | jbarnes@woodsford.co.uk | info@woodsford.co.uk | 8 Bloomsbury St., Bloomsbury | London | WC1B 3SR | United Kingdom | Europe | University of Hull | https://www.linkedin.com/in/jonathan-barnes-03974617/ | Real Estate, Private Equity and Debt | 1.996 | http://woodsfordlitigationfunding.com/ | https://woodsfordconsulting.com/ | Woodsford Consulting, incorporated in 1996 is a business consultancy. It also acts as the Family Office of a wealthy European family. The company provides investment and commercial advice to a group of businesses in the real estate and finance sector. | SF | ||||
| Woodsford Consulting Ltd | Thomas | Porter | Senior Investment Consultant | 44 207 313-8070 | 44 207 313-9607 | tporter@woodsford.co.uk | info@woodsford.co.uk | 8 Bloomsbury St., Bloomsbury | London | WC1B 3SR | United Kingdom | Europe | University of Sussex | https://www.linkedin.com/in/thomasporter2/ | Real Estate, Private Equity and Debt | 1.996 | https://woodsfordconsulting.com/ | Woodsford Consulting, incorporated in 1996 is a business consultancy. It also acts as the Family Office of a wealthy European family. The company provides investment and commercial advice to a group of businesses in the real estate and finance sector. | SF | ||||||
| 1.164 | Workman Management Group, LLC | Curtis | Frost | Executive VP of Investments & Operations | (217) 540-2191 | cfrost@wmgdevelopment.com | info@wmgdevelopment.com | 1200 Network Centre Dr., Suite 3 | Effingham | IL | 62401 | United States of America | North America | Southern Illinois University Edwardsville | https://www.linkedin.com/in/curtis-frost-4a63562b/ | Commercial Real Estate Development | 2.011 | $300M | https://www.wmgdevelopment.com/ | http://www.workmanmanagementgroup.com/ | Workman Management Group is a single family office that provides management, advisement, and investing expertise to over thirty entities. Our management group is most active in commercial real estate development. | SF | |||
| Workman Management Group, LLC | Jonathan | Brumleve | Executive Vice President | (217) 540-2191 | jbrumleve@wmgdevelopment.com | info@wmgdevelopment.com | 1200 Network Centre Dr., Suite 3 | Effingham | IL | 62401 | United States of America | North America | Eastern Illinois University | https://www.linkedin.com/in/jonathan-brumleve-52292a27/ | Commercial Real Estate Development | 2.011 | $300M | https://www.wmgdevelopment.com/ | http://www.workmanmanagementgroup.com/ | Workman Management Group is a single family office that provides management, advisement, and investing expertise to over thirty entities. Our management group is most active in commercial real estate development. | SF | ||||
| Workman Management Group, LLC | Brent | Esker | Controller | (217) 540-2191 | besker@wmgdevelopment.com | info@wmgdevelopment.com | 1200 Network Centre Dr., Suite 3 | Effingham | IL | 62401 | United States of America | North America | Eastern Illinois University | https://www.linkedin.com/in/brent-esker-5b9577164/ | Commercial Real Estate Development | 2.011 | $300M | https://www.wmgdevelopment.com/ | http://www.workmanmanagementgroup.com/ | Workman Management Group is a single family office that provides management, advisement, and investing expertise to over thirty entities. Our management group is most active in commercial real estate development. | SF | ||||
| 1.165 | Wright Family Office, Inc. | Dan | Wright | Chief Executive Officer | (214) 987-8220 | wdw@wfoffice.com | 5910 N Central Expy # 1560 | Dallas | TX | 75206 | United States of America | North America | Southern Methodist University | https://www.linkedin.com/in/w-dan-wright-74653226/ | Liquid Securities, Direct Private Equity, Venture Capital, Real Estate and other Illiquid Investments | 1.999 | http://wfoffice.com/ | The Wright Family Office is a single-family office firm for the Wright family. Among other things, we manage a diversified portfolio that has a significant emphasis on alternative investments. While not totally averse to blind-pool funds, we prefer direct investments. | SF | ||||||
| Wright Family Office, Inc. | Alan | Pierce | Chief Investment Officer | (214) 987-8220 | alan.pierce@wfoffice.com | 5910 N Central Expy # 1560 | Dallas | TX | 75206 | United States of America | North America | Washington and Lee University | https://www.linkedin.com/in/alan-pierce-9a12947/ | Liquid Securities, Direct Private Equity, Venture Capital, Real Estate and other Illiquid Investments | 1.999 | http://wfoffice.com/ | The Wright Family Office is a single-family office firm for the Wright family. Among other things, we manage a diversified portfolio that has a significant emphasis on alternative investments. While not totally averse to blind-pool funds, we prefer direct investments. | SF | |||||||
| 1.166 | Wychwood Capital Investments Limited | Tim | Louey | Managing Director | (604) 235-1919 | (604) 899-2820 | tlouey@wychwoodcapital.com | inquiries@wychwoodcapital.com | 1090 Homer Street, Suite 300 | Vancouver | BC | V6B 2W9 | Canada | North America | Queen's University / Harvard Business School | https://www.linkedin.com/in/tlouey/ | Local and Overseas Property Management, Real Estate Development, and Diversified Portfolio Management. | 2.008 | https://www.linkedin.com/company/wychwood-capital-investments-ltd/ | https://wychwoodcapital.com/ | Wychwood Capital Investments is a single family office established to support the investment and trust activities of our family businesses which have been operating for three generations. The company's mandate is to identify international investments with superior risk-adjusted returns that are uncorrelated to major asset classes. | SF | Hong Kong Office: 22/F, Tai Yau Building, 181 Johnston Road, Wanchai, Hong Kong Office: 852 9108 9857 Fax: 852 2525 9890 | ||
| 1.167 | Xiria Oy | Samuli | Törönen | Chief Executive Officer | 358 20 781 5330 | 358 20 781 5339 | samuli.toronen@xiria.fi | Kirkkokatu 8 E 38 | Tampere | 33100 | Finland | Europe | Real Estate, Agriculturals, Energy, Grains, Interest Rates, Industrials, Precious Metals, Stock Indices | 2.004 | http://www.xiria.fi/ | XIRIA is a private family office. Our operations focus on the following four core activities: > Asset management: Medium to long term investments into all financial asset classes globally. We utilize proprietary, in-house developed strategies with an active management style of the assets held. We only take direct investments into financial instruments and do not invest into managed funds, structured products or similar products. > Trading: Short to intermediate (days to weeks) trading on global developed markets in equities, FX, and futures contracts (agriculturals, energy, grains, interest rates, industrials, precious metals, stock indices). > Real Estate: Investments into commercial real-estate in prime locations in Finland. > Business Development: Active participation through both capital injections and board-level strategic management into established businesses seeking growth. | SF | ||||||||
| 1.168 | Yorkshire Equity, LLC | Stephen | Largan | Managing Partner | (720) 515-4537 | slargan@yorkshireequity.com | info@yorkshireequity.com | 6295 Greenwood Plaza Blvd., Suite 100 | Greenwood Village | CO | 80111 | United States of America | North America | Bangor University | https://www.linkedin.com/in/stephenlargan/ | Venture Capital, Private Equity, Real Estate | 2.009 | $250M | https://www.yorkshireequity.com/ | Yorkshire Equity is a private investment firm based in Denver, Colorado. The partners of Yorkshire previously led a billion-dollar public company comprised of a portfolio of businesses operating in niche industrial markets, notably specialty chemicals and materials. We are seeing to add to our operating and industrial investment portfolios by investing our own capital in niche industrial businesses on a control or co-investment basis. | SF | ||||
| Yorkshire Equity, LLC | Salim | Haji | Partner | (720) 515-4537 | shaji@yorkshireequity.com | info@yorkshireequity.com | 6295 Greenwood Plaza Blvd., Suite 100 | Greenwood Village | CO | 80111 | United States of America | North America | Brown University / Stanford University Graduate School of Business | https://www.linkedin.com/in/salim-haji-101915/ | Venture Capital, Private Equity, Real Estate | 2.009 | $250M | salim.haji@yorkshireequity.com | https://www.yorkshireequity.com/ | Yorkshire Equity is a private investment firm based in Denver, Colorado. The partners of Yorkshire previously led a billion-dollar public company comprised of a portfolio of businesses operating in niche industrial markets, notably specialty chemicals and materials. We are seeing to add to our operating and industrial investment portfolios by investing our own capital in niche industrial businesses on a control or co-investment basis. | SF | ||||
| Yorkshire Equity, LLC | Andy | Woglom | Partner | (720) 515-4537 | awoglom@yorkshireequity.com | info@yorkshireequity.com | 6295 Greenwood Plaza Blvd., Suite 100 | Greenwood Village | CO | 80111 | United States of America | North America | Yale University | https://www.linkedin.com/in/andrew-woglom-830176/ | Venture Capital, Private Equity, Real Estate | 2.009 | $250M | andy.woglom@yorkshireequity.com, awoglom@unimacts.com | https://www.unimacts.com/ | https://www.yorkshireequity.com/ | Yorkshire Equity is a private investment firm based in Denver, Colorado. The partners of Yorkshire previously led a billion-dollar public company comprised of a portfolio of businesses operating in niche industrial markets, notably specialty chemicals and materials. We are seeing to add to our operating and industrial investment portfolios by investing our own capital in niche industrial businesses on a control or co-investment basis. | SF | |||
| 1.169 | Zeist Company, LLC | Betsy | Lane | Executive Assistant to CFO | (404) 368-2155 | (404) 949-3161 | blane@zfo.net | 3715 Northside Parkway NW, Building 300, Suite 195-B | Atlanta | GA | 30327 | United States of America | North America | Clemson University | https://www.linkedin.com/in/betsylane1/ | Private Equity, Real Estate, Funds, Alternative Investments | https://www.zeistfoundation.org/ | The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. | SF | ||||||
| Zeist Company, LLC | Nancy | Robitaille | President | (404) 949-3176 | (404) 949-3161 | nrobitaille@zfo.net | 3715 Northside Parkway NW, Building 300, Suite 195-B | Atlanta | GA | 30327 | United States of America | North America | https://www.linkedin.com/in/nancy-b-robitaille-1014921b/ | Private Equity, Real Estate, Funds, Alternative Investments | https://www.zeistfoundation.org/ | The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. | SF | ||||||||
| Zeist Company, LLC | Atiba | Mbiwan | Executive Director | Direct: (404) 949-3169, Mobile: (404) 277-9169 | (404) 949-3161 | atiba@zfo.net | 3715 Northside Parkway NW, Building 300, Suite 195-B | Atlanta | GA | 30327 | United States of America | North America | Brown University | https://www.linkedin.com/in/atiba-mbiwan-b1bb9a1/ | Private Equity, Real Estate, Funds, Alternative Investments | https://www.zeistfoundation.org/ | The Zeist Company is a single family office that provides financial services and support to a private foundation, multiple generations of high net worth individuals, trusts, charitable relationships, multiple LLC's and affiliated entities. Originated and developed this position. | SF | |||||||
| 1.170 | Zen Capital Partners, LLC | S. Brian | Mukherjee | Managing Partner | (650) 530-0204 | brian@zencp.com | P.O. Box 10146 | Bainbridge Island | WA | 98110 | United States of America | North America | University of Mumbai / University of Chicago | https://www.linkedin.com/in/brianmukherjee/ | Real Estate, Software, Technology Startups, Select Venture Capital, Private Equity Funds | 2.009 | info@harmonic.pe, zencapitalandmergers@gmail.com | 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 | ||||
| 1.171 | Zenith Family Office OÜ | Aavo | Koppel | Corporate Finance | 372 50 48 886 | aavo.koppel@zenith.ee | zenith@zenith.ee | Rotermanni 2-B3 | Tallinn | 10111 | Estonia | Europe | 2.011 | https://zenith.ee/en/ | Zenith Capital Management, Estonia-based independent family office with focus on wealth management, real estate investments, corporate finance and strategic sales advisory for corporates. | MF | |||||||||
| Zenith Family Office OÜ | Anton | Gans | Managing Partner, Business Advisory | 372 52 62 340 | anton.gans@zenith.ee | zenith@zenith.ee | Rotermanni 2-B3 | Tallinn | 10111 | Estonia | Europe | Concordia International University Estonia | https://www.linkedin.com/in/anton-gans-3b05b414/ | 2.011 | https://zenith.ee/en/ | Zenith Capital Management, Estonia-based independent family office with focus on wealth management, real estate investments, corporate finance and strategic sales advisory for corporates. | MF | ||||||||
| Zenith Family Office OÜ | Hannes | Pihl | Physical Asset Management | 372 50 24 668 | hannes.pihl@zenith.ee | zenith@zenith.ee | Rotermanni 2-B3 | Tallinn | 10111 | Estonia | Europe | https://www.linkedin.com/in/hannes-pihl-1a268831/ | 2.011 | https://zenith.ee/en/ | Zenith Capital Management, Estonia-based independent family office with focus on wealth management, real estate investments, corporate finance and strategic sales advisory for corporates. | MF | |||||||||
| Zenith Family Office OÜ | Kristel | Meos | Wealth Management | 372 50 50 496 | kristel.meos@zenith.ee | zenith@zenith.ee | Rotermanni 2-B3 | Tallinn | 10111 | Estonia | Europe | Georgia Southern University | https://www.linkedin.com/in/kristel-meos-a783bb6/ | 2.011 | https://zenith.ee/en/ | Zenith Capital Management, Estonia-based independent family office with focus on wealth management, real estate investments, corporate finance and strategic sales advisory for corporates. | MF | ||||||||
| 1.172 | Zhu Family Office | Qin | Zhu | Partner | 3245938451@qq.com | Shenzhen | China | Asia | https://www.linkedin.com/in/qin-zhu-0747861a5/ | Real Estate, Infrastructure, Electricity, Mining, EPC, Engineering Procurement Construction | Qin Zhu is the Partner at Private Single Family Office based in Shenzhen, Guangdong, China. | SF | |||||||||||||
| # of Firms | Firm Name | Contact First Name | Contact Last Name | Contact Title/Position | Phone Number | Fax Number | Personal Email Address | Company Email Address | Company Street Address | City | State/ Province | Postal/Zip Code | Country | Region | Alma Mater | LinkedIn Profile | Company's Areas of Investments/Interest | Year Founded | AUM | Secondary Email | Additional Company/Contact Information | Website | About Company | MF/SF | New Office |
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