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Beverly Hills Family Office List

The Beverly Hills family office list includes 16 offices based in the city, split between nine single-family offices and seven multi-family offices. Real estate and private equity are the most frequently recorded focus areas, with six offices each. Venture capital appears in three profiles, while technology, fashion, consumer tech, media and entertainment each appear in two. Three offices disclose assets under management. These details give founders and business owners a starting point for screening potential capital sources, and help fund managers and advisors compare the range of stated interests.Use the focus categories to guide further research, then review each office's public profile and assess fit before planning outreach.

At a glance

  • The list contains 16 Beverly Hills offices: 9 single-family and 7 multi-family offices.
  • Real estate and private equity each appear for 6 offices.
  • Venture capital is listed by 3 offices.
  • Technology, fashion, consumer tech, media and entertainment each appear for 2 offices.
  • Three offices disclose assets under management.

Family office profiles (16)

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.

Multi-family office (7)

Womack Wealth Management, Inc.

Beverly Hills, CA | Multi-family office | Founded 2008

Womack Wealth Management provides family office services to individuals and families, including financial management and advice. Its services address clients' family, lifestyle, and career needs.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Sports And Entertainment
  • Family Office Services
  • Financial Management

Legacy Road Family Offices

Beverly Hills, CA | Multi-family office | Founded 2006

Legacy Road is a multi-family office providing investment management and advisory services to individuals and families. Its stated sector areas include life sciences and healthcare.

AUM range
Under $50M
Check size
Not stated
Asset classes
Not stated
  • Life Sciences
  • Healthcare

Galliott Capital Advisors

Beverly Hills, CA | Multi-family office | Founded 2020

Galliott Capital Advisors provides financial advisory and stewardship services to multigenerational families with international and multi-jurisdictional needs. Its stated areas include technology, real estate, private equity, and securitized credit.

AUM range
Not stated
Check size
Not stated
Asset classes
Digital Assets, Real Estate, Private Equity, Private Credit
  • Technology
  • Crypto
  • Space
  • Consumer
  • Real Estate
  • Securitized Credit

Private Beverly Hills

Beverly Hills, CA | Multi-family office | Founded 2010

Private Beverly Hills is a multi-family office providing real estate-related services. Its stated area is real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Real Estate

N3 Capital

Beverly Hills, CA | Multi-family office | Founded 2020

N3 Capital is a multi-strategy family office focused on long-term, responsible investing. It invests directly and indirectly across venture capital, private equity, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Direct Investments, Funds
  • Responsible Investing
  • Sustainable Investing

Global Wealth Solutions Group

Beverly Hills, CA | Multi-family office | Founded 2011

Global Wealth Solutions Group provides family office services, financial planning, and investment support to families. Its services include tax planning, cash flow planning, legacy planning, philanthropy, investment due diligence, risk assessment, and reporting.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Financial Planning
  • Tax Planning
  • Legacy Planning
  • Philanthropy
  • Investment Due Diligence
  • Risk Assessment

AMG Family Trust

Beverly Hills, CA | Multi-family office | Founded 2000

AMG Family Trust is a multi-family office group overseeing investments in real estate and development, private and direct public investments, private equity and lending.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Public Equities, Private Credit, Direct Investments
  • Real Estate Development
  • Private Investments
  • Direct Public Investments
  • Private Equity
  • Lending

Single family office (9)

JMS Family Office

Beverly Hills, CA | Single family office

JMS Family Office is a single-family office that invests in commercial real estate and private equity funds, and provides capital for real estate transactions.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Funds, Private Credit
Wealth source
Stein family
  • Commercial Real Estate
  • Private Equity Funds
  • Real Estate Financing

InwestCo.

Beverly Hills, CA | Single family office | Founded 2020

InwestCo is a single-family office with roots in finance, real estate, agriculture and manufacturing in the Middle East and Europe. Its activities include a private investor club and services that connect entrepreneurs with investors.

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

Inflection Capital | Family Office

Beverly Hills, CA | Single family office | Founded 2014

Inflection Capital is a single-family office investing across private businesses, real estate, and publicly traded securities. Its stated areas include businesses at different stages and across industries such as software, consumer products, financial technology, and biotechnology.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Public Equities, Fixed Income, Direct Investments
Wealth source
Proceeds from a hedge fund
  • Software
  • Consumer Products
  • Financial Technology
  • Biotechnology
  • Machine Learning
  • Artificial Intelligence

Brener International Group, LLC

Beverly Hills, CA | Single family office

Brener International Group is a single-family office investing in small and middle-market companies, with an emphasis on businesses serving the U.S. Hispanic market.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Public Equities
Wealth source
Not stated
  • Communications
  • Media And Entertainment
  • Sports
  • Transportation
  • Food And Beverage
  • High Technology

Levine Leichtman Family Office

Beverly Hills, CA | Single family office | Founded 1985

Levine Leichtman Family Office is a multigenerational single-family office focused on long-term capital preservation through a diversified portfolio. It invests directly and through third-party managers across a range of asset classes.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Real Estate, Private Credit, Venture Capital
Wealth source
Levine and Leichtman families; private equity
  • Private Equity
  • Public Equities
  • Real Assets
  • Real Estate
  • Private Credit
  • Venture Capital

Nazarian Enterprises

Beverly Hills, CA | Single family office

Nazarian Enterprises manages and diversifies capital for the Nazarian family. The family office invests in private equity and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Nazarian family; investment in a transportation tracking systems company
  • Private Equity
  • Real Estate

LH Capital

Beverly Hills, CA | Single family office | Founded 2019

LH Capital is the family office of the Lowe and Hermes families. It invests in funds and directly in media, fashion and consumer technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds, Direct Investments
Wealth source
Not stated
  • Media
  • Fashion
  • Consumer Technology

Allen Family Capital, LLC

Beverly Hills, CA | Single family office

Allen Family Capital is the private investment firm and family office of a media entrepreneur. Its areas include media and entertainment.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Media
  • Entertainment

INDORUS Holdings LP.

Beverly Hills, CA | Single family office | Founded 2009

INDORUS Holdings is a single-family office formed following the sale of an investment firm that served families and institutional investors.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Sury family; proceeds from the sale of an investment firm
  • Investment Management

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

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Questions about this list

How many family offices are in Beverly Hills?

The page includes 16 family offices listed in Beverly Hills, with nine single-family offices and seven multi-family offices. It does not add offices from nearby cities, so the coverage is specific to profiles associated with Beverly Hills.

What investment interests appear most often?

Real estate and private equity each appear as a focus for six offices. Venture capital is listed for three, while technology, fashion, consumer tech, media and entertainment each appear for two. These recorded categories offer a way to screen profiles, but do not confirm current activity or fit for a specific deal.

How should a company approach a Beverly Hills office?

Review the office profile and identify a clear connection between its recorded interests and your company or fund. Keep the initial message focused on the opportunity, the capital sought and why the fit may make sense. The same sector label can mean different things across offices, so use it as a prompt for research rather than a substitute for it.

How many profiles disclose assets under management?

Three of the 16 offices disclose assets under management. For other profiles, the list does not infer or estimate AUM. Compare disclosed figures with the rest of the available firm-level information, and do not assume that AUM directly indicates the size or likelihood of an investment.

What extra fields are included in the full list?

The full list adds contact data, decision makers and check size fields. Request it through the form to support targeted research into Beverly Hills offices. Contact details are withheld from the free page, and the full list does not guarantee introductions, funding or outcomes.

Request the full list

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