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Arizona Family Office List

This Arizona list contains 31 family office profiles, all recorded in the United States. Single-family offices make up 21 entries, while 10 are multi-family offices. Scottsdale is the most represented city, followed by Phoenix and Tempe. Private equity appears most often among the listed investment focuses, with real estate and venture capital also common. Profiles include additional interests such as alternative investments, hedge funds, technology, and commercial real estate. AUM is disclosed for nine offices, so the remaining profiles should not be assumed to have no assets based on that field alone. The founding dates span a broad range, and 12 offices were founded after 2010. Use the table to compare public firm-level fields and identify profiles for further diligence. A location or focus match is a useful filter, but does not confirm that an office has an open mandate or is considering external opportunities.

At a glance

  • The list includes 21 single-family offices and 10 multi-family offices.
  • Scottsdale is the most represented city, with 15 offices.
  • Phoenix accounts for nine listed offices.
  • Private equity is the most common listed focus, with 10 mentions.
  • AUM is disclosed for nine of the 31 profiles.

Family office profiles (31)

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.

Tempe (3)

Belpointe

Tempe, AZ | Multi-family office | Founded 2003

Belpointe operates as a multi-family office, making private investments and providing wealth management, legal, and real estate services.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate
  • Real Estate
  • REITs

DPG Investments, LLC

Tempe, AZ | Multi-family office | Founded 2004

DPG Investments is a multi-strategy family office private investor. The available description notes deal activity but does not specify investment sectors or asset classes.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
  • Private Equity
  • Ultra HNW Family Offices
  • Pension Funds
  • Endowments
  • Hedge Funds
  • Private Merchant Banks

AZ Crown Investments

Tempe, AZ | Single family office | Founded 2009

AZ Crown Investments is a single family office formed by the founders of Insight Enterprises. It invests across stages of corporate development in entertainment and media, energy and natural resources, financial and information services, and technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Proceeds from the founding of Insight Enterprises
  • Corporate Development
  • Growth Capital
  • Equity Value Investing
  • Early Stage Ventures
  • Entertainment And Media
  • Energy And Natural Resources

Scottsdale (15)

Fortitude Family Office, LLC

Scottsdale, AZ | Multi-family office | Founded 2021

Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Private Credit, Real Estate
  • Private Investments
  • Ranching and Agriculture
  • Land Holdings
  • Private Lending
  • Private Equity
  • Venture Capital

Bennett & Porter

Scottsdale, AZ | Multi-family office | Founded 2002

Bennett & Porter operates as a multi-family office, providing wealth management and insurance services to individuals, families, and businesses.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Alternative Investments
  • Insurance

Buttonwood Capital Management

Scottsdale, AZ | Single family office | Founded 2017

Buttonwood Capital Management is a single-family office focused on the long-term stewardship of its founding family’s resources. It provides investment management, financial planning, administrative support and strategic advice.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Fixed Income, Hedge Funds
Wealth source
Not stated
  • Private Equity
  • Credit
  • Fixed Income
  • Public Credit
  • Private Credit
  • Hedge Funds

Four Peaks Capital Management LLC

Scottsdale, AZ | Single family office | Founded 2004

Four Peaks Capital Management is a single-family office and private family trust company. Its activities include investment management, estate planning, and strategies for generational wealth transfer.

AUM range
Under $50M
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Investment Management
  • Estate Planning
  • Generational Wealth Transfer

Arcturus Venture

Scottsdale, AZ | Single family office | Founded 2017

Arcturus Venture is a single-family office focused on seed and early-stage investments. It concentrates on technology-enabled companies, particularly in transportation, logistics, and supply chain technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Leto family; freight technology and logistics businesses
  • Seed Investments
  • Early-Stage Companies
  • Transportation
  • Logistics
  • Supply Chain Technology

Vincere Capital LLC

Scottsdale, AZ | Single family office

Vincere Capital LLC is a single-family office managing a diversified portfolio across public and private markets with a long-term investment horizon. It invests in venture capital, private equity, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Public Equities
Wealth source
Not stated
  • Venture Capital
  • Private Equity
  • Real Estate

Artley Family Office

Scottsdale, AZ | Single family office | Founded 2023

Artley Family Office oversees the financial, operational, and strategic interests of a multigenerational family enterprise, including investment oversight, financial management, and governance.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Artley family
  • Self-Storage
  • Wine
  • Vineyards
  • Real Estate
  • Residential Homebuilding
  • Entertainment

KG Investments, LLC

Scottsdale, AZ | Single family office | Founded 1994

KG Investments is a private family office fund that invests in technology companies through direct investments and secondary loans. It also invests as a limited partner in professionally managed hedge and private equity funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Private Credit, Hedge Funds, Private Equity, Funds
Wealth source
Not stated
  • Technology
  • Secondary Financing
  • Hedge Funds
  • Private Equity

DF Enterprises

Scottsdale, AZ | Single family office

DF Enterprises is a single-family office with a direct investment platform. It invests in private businesses, including growth and later-stage companies, and its stated areas include lower middle market private equity and early-stage venture investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Not stated
  • Lower Middle Market Private Equity
  • Early-Stage Venture
  • Growth Companies
  • Later-Stage Companies

Van Tuyl Companies

Scottsdale, AZ | Single family office

Van Tuyl Companies oversees the business interests of the Van Tuyl family. Its investment activities include public and private securities and real estate development.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate
Wealth source
Van Tuyl family
  • Public Securities
  • Private Securities
  • Real Estate Development
  • Farmland
  • Housing
  • Hospitality

Tonn Investments, LLC

Scottsdale, AZ | Single family office | Founded 2010

Tonn Investments is a private holding company that invests in, owns and operates companies and assets. Its stated sectors include construction, real estate, photovoltaic renewable energy, internet consumer services and IT infrastructure.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Infrastructure, Direct Investments
Wealth source
Not stated
  • Construction
  • Real Estate
  • Renewable Energy
  • Multi-Family Development
  • Internet Consumer Services
  • IT Infrastructure

Snowy Owl Investments, LLC

Scottsdale, AZ | Single family office | Founded 2011

Snowy Owl Investments is a private family office focused on commercial real estate, futures and commodities trading, and early-stage seed investments. It invests in mission-driven businesses with a social purpose.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Commodities, Venture Capital
Wealth source
Not stated
  • Commercial Real Estate
  • Futures Trading
  • Commodities Trading
  • Early-Stage Investments

David Denzil Manager, LLC

Scottsdale, AZ | Single family office | Founded 2006

David Denzil Manager is a private firm established to manage a single-family office. Its activities include commercial, impact, and philanthropic investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity
Wealth source
Not stated
  • Venture Capital
  • Private Equity
  • Commercial Activities
  • Impact Investing
  • Philanthropy

Varty & Partners

Scottsdale, AZ | Single family office

Varty & Partners is a single family office for the Varty family. Its stated areas include investment strategy, asset allocation, risk management, and manager due diligence and selection.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Investment Strategy
  • Asset Allocation
  • Risk Management
  • Manager Due Diligence

Wibel Family Office

Scottsdale, AZ | Single family office | Founded 2008

Wibel Family Trust is a private family trust associated with the Wibel family.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Tucson (2)

Jaggi Family Office

Tucson, AZ | Single family office | Founded 2011

The Jaggi Family Office manages family wealth through investments in real estate and early-stage technology. Its real estate activity includes acquisitions and development across property sectors, with a focus on build-to-rent projects.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments, Funds
Wealth source
Jaggi family; proceeds from mortgage banking and technology and real estate company exits
  • Value-Add Real Estate
  • Real Estate Development
  • Early-Stage Technology
  • Build-to-Rent

e-Algo® LLC

Tucson, AZ | Single family office | Founded 2014

e-Algo is a single-family office that tests proprietary algorithmic strategies for capital appreciation in the global foreign exchange market.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Foreign Exchange
  • Algorithmic Trading
  • Quantitative Strategies

Phoenix (9)

AWM Capital

Phoenix, AZ | Multi-family office | Founded 2010

AWM Capital is a multi-family office providing comprehensive wealth services and support for clients' financial planning. Its stated areas include private equity, venture capital, and real estate.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
  • Private Equity
  • Venture Capital
  • Real Estate
  • Tax Planning
  • Estate Planning
  • Philanthropy

TFO Phoenix, Inc.

Phoenix, AZ | Multi-family office | Founded 2011

TFO Phoenix is a multi-family office and registered investment adviser serving families and institutions. It helps families connect wealth with their goals and plan for transitions.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Family Governance
  • Family Education

AWM Family Office

Phoenix, AZ | Single family office | Founded 2010

AWM Family Office provides wealth guidance and investment management for clients. Its investment access includes real estate, venture capital, private equity, and franchising.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity
Wealth source
Not stated
  • Real Estate
  • Venture Capital
  • Private Equity
  • Franchising

Pivotal Group, Inc.

Phoenix, AZ | Single family office | Founded 1985

Pivotal Group is a single-family office and private equity investment firm that invests internal capital. It generally seeks controlling interests in companies and focuses on corporate divestitures and standalone firms seeking a strategic capital partner.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Corporate Divestitures
  • Standalone Companies

TMV Investments

Phoenix, AZ | Single family office

TMV Investments is a family office that makes minority investments in home services, technology, and commercial real estate. It also cites plastics manufacturing and consumer and healthcare sectors among its areas.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Public Equities
Wealth source
Proceeds associated with a garage door services business
  • Home Services
  • Technology
  • Commercial Real Estate
  • Plastics Manufacturing
  • Consumer
  • Healthcare

Heritage Family Offices, LLP

Phoenix, AZ | Multi-family office

Heritage Family Offices is a multidisciplinary firm serving families with wealth preservation, financial planning, investment management, and strategic tax planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Asset Preservation
  • Financial Planning
  • Investment Management
  • Strategic Tax Planning

TFO Family Office Partners

Phoenix, AZ | Multi-family office | Founded 2011

TFO Family Office Partners provides independent advice to families seeking to align their wealth with their goals. Its services bring together financial and tax advice in support of long-term planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Planning
  • Tax Planning

Day Family Office

Phoenix, AZ | Single family office | Founded 2004

Day Family Office oversees a range of family-related activities and affairs for the Day family.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Day family
  • Family Office Management

Lodmell Family Office, LLC

Phoenix, AZ | Multi-family office

Lodmell Family Office is a multi-family office firm based in Phoenix, Arizona.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Safford (1)

Riley Resources, Inc.

Safford, AZ | Single family office | Founded 2007

Riley Resources is a single family office overseeing investments in public and private equities, alternative investments, and a technology business.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate
Wealth source
Riley family
  • Printing Company
  • Public Equities
  • Private Equity
  • Alternatives
  • Real Estate

Little Rock (1)

Millennium Capital Advisors, LLC

Little Rock, AZ | Multi-family office

Millennium Capital Advisors creates a family office relationship for each client and provides financial services to clients and their families.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

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Questions about this list

Which Arizona cities are represented?

Scottsdale has the most listed profiles, followed by Phoenix and Tempe. Tucson and Safford also appear in the city counts. These figures describe the 31 profiles on this page and are not a census of family offices across Arizona.

Are the listed offices single-family or multi-family offices?

The page includes 21 single-family offices and 10 multi-family offices. Both structures may differ in how they source opportunities and make investment decisions, so use each profile's available information to assess fit rather than assuming a shared process.

What investment interests appear in the profiles?

Private equity is the most common listed focus, followed by real estate and venture capital. The profiles also record interests such as alternative investments, hedge funds, technology, and commercial real estate. These tags can guide research but do not establish an active mandate.

How should I approach an Arizona family office?

Build a short target list based on the office's stated investment focus and location, then check whether its strategy aligns with your fund or business. Make outreach concise and specific, identify the appropriate decision maker, and explain the fit before sending detailed materials. Confirm mandate and process directly.

What does the full list add?

The full list adds contact data, decision makers, and check size fields. Those details can help you prioritize relevant profiles and plan informed outreach. Request the list through the form; it does not include introductions or guarantee a response, investment, or other outcome.

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