State list
This Alabama page contains seven listed family offices, with eight nearby offices added to extend the regional view. Birmingham accounts for five of the Alabama entries, while Auburn and Hoover each account for one. The listed firms are all based in the United States, and the profiles include both single-family and multi-family offices. Private equity is the most frequent stated focus, followed by real estate. The table also records a range of other investment interests, though some labels may need closer review against the underlying profiles. AUM is disclosed for four of the seven listed offices. Use this page to begin a regional search, then compare each profile's stated focus and available firm-level details with your investment or research needs. The small local count means it is useful to consider the nearby entries as part of a wider search.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Arlington Family Offices is a multi-client family office serving families in the United States and Europe. It provides guidance on wealth planning and intergenerational wealth management, and its stated investment approach uses fund-of-funds strategies.
Warren Averett Family Office manages investment portfolios and supports estate planning, real estate, staffing, and other family provisions.
OneAscent Family Office serves multiple families with coordinated planning, investing, and giving services. It oversees public and private market investments and supports families with financial planning and charitable giving.
Timberline Holdings is a single-family office based in Birmingham, Alabama, with investments across businesses, venture, real estate and private equity. Its portfolio includes operating companies and investments at venture, growth and private equity stages.
Jemison Investment Company is a single family office that makes direct, indirect, and control investments in operating companies across sectors and stages. It also provides portfolio companies with financial strategy, operational, and growth support.
Machen McChesney provides family office services to individuals in Alabama and surrounding states.
Stewardship Investment Planning provides wealth management and family office services to individuals, families, executives, and entrepreneurs. Its services include investment management, risk management, cash flow and liquidity planning, and support for business, financial, and family matters.
More family offices from nearby areas.
JAWS Estates Capital is the family office associated with the Sternlicht family. Its stated investment areas include global real estate, hotel management, oil and gas, and energy infrastructure.
Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.
CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.
HB Wealth provides family office services to select families, including wealth management, trust and estate planning, and private investment support. It coordinates with families’ other advisors and staff to manage wealth across generations.
Berman Investment Advisors is a multi-family office providing wealth management and support with asset transfers, beneficiary education, and tax planning. It coordinates with legal and financial professionals on these matters.
The Family Office at Synovus provides investment and wealth planning services to families, including estate planning, governance, family education, and leadership development. It offers tailored strategies for wealth growth and preservation.
DeBartolo Holdings manages the diversified businesses and investments of the DeBartolo family. Its activities include real estate development and strategic private equity investments across various industries.
Compound Family Offices is a fee-only multi-family office based in Sarasota, Florida. It advises families on managing wealth and planning their legacy.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
The page has seven listed Alabama offices and includes eight nearby offices as a separate regional addition. The nearby profiles can help extend research beyond the state, but should not be counted as Alabama-based entries. Check individual profiles for location details before deciding whether an office fits a geographic mandate.
Birmingham accounts for five listed offices. Auburn and Hoover each account for one. These figures describe the seven Alabama entries on this page and do not capture every family office that may operate in the state.
Private equity is the most frequently listed focus, with real estate also appearing in the profiles. Other recorded interests include several equity categories, venture capital, and hedge funds. Review the underlying firm descriptions because a focus label alone may not explain a firm's mandate or current activity.
Check whether the office's stated focus matches your business, fund strategy, and geographic needs. Make your initial message specific to that fit, concise, and clear about what you are asking for. Confirm the appropriate decision maker before sending sensitive materials, and treat nearby profiles as regional prospects rather than Alabama offices.
The full list includes contact data, decision makers, and check size fields, which can help you qualify relevant local and nearby offices. Request it through the form and use those fields to guide further research. The list does not include introductions or promise funding, responses, or other outcomes.
Request the full list
Use the form to request the full list with contact data, decision makers, and check size fields, including the nearby offices shown for regional context. These details can help you scope research and outreach. No introductions, funding, or outcomes are promised.
Details that help us respond:
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.