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Boca Raton Family Office List

The Boca Raton list includes 18 family office profiles, all recorded in Boca Raton, United States. Ten are classified as single-family offices and eight as multi-family offices. Real estate appears as a focus category for six profiles, and private equity for five. The database also records artificial intelligence for three profiles, while fixed income, healthcare, healthcare technology, healthtech, and ocean each appear for two. These categories can help researchers identify records for closer review, but they do not establish an active investment mandate. Assets under management are disclosed for seven profiles. Founding dates range from 1969 to 2023, and ten profiles are recorded as founded after 2010. Founders, fund managers, investors, and advisors can use the table to examine local office types and public focus data, then assess fit profile by profile.

At a glance

  • The list contains 18 profiles, all recorded in Boca Raton.
  • Ten profiles are single-family offices and eight are multi-family offices.
  • Real estate is recorded as a focus for 6 profiles.
  • Private equity is recorded for 5 profiles.
  • Assets under management are disclosed for 7 profiles.

Family office profiles (18)

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.

Single family office (10)

Amzak Capital Management, LLC

Boca Raton, FL | Single family office

Amzak Capital Management is the private investment firm of the Kazma family, whose wealth originated in the cable television industry. It focuses on private equity, fixed income, real estate, and healthcare, with additional investments in public equity and selected alternatives.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Fixed Income, Real Estate, Public Equities
Wealth source
Kazma family; cable television
  • Private Equity
  • Fixed Income
  • Real Estate
  • Healthcare
  • Public Equity
  • Alternative Investments

MFO Ventures LLC

Boca Raton, FL | Single family office | Founded 2022

MFO Ventures is a single-family office that invests in early-stage and high-growth healthcare services and technology businesses. Its strategy includes majority and minority investments and draws on the family’s experience operating businesses.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Moskow family; proceeds from prior business ventures
  • Healthcare Services
  • Healthcare Technology
  • Early-Stage Companies
  • High-Growth Companies
  • Artificial Intelligence

Firmender Capital

Boca Raton, FL | Single family office | Founded 2021

Firmender Capital invests family capital across public markets, private innovation, and real assets. It also supports selected companies with venture building, commercialization, partnerships, and international expansion.

AUM range
Under $50M
Check size
Not stated
Asset classes
Public Equities, Venture Capital, Real Estate, Infrastructure, Direct Investments
Wealth source
Firmender family
  • Public Markets
  • Private Innovation
  • Real Assets
  • Venture Building
  • Infrastructure
  • Climate Technology

J2 Labs

Boca Raton, FL | Single family office | Founded 2015

J2 Labs is a family office and permanent capital firm that acquires all or part of established, profitable businesses and holds them for the long term.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • B2B Technology
  • Vertical SaaS
  • Specialty Manufacturing
  • Technology-Enabled Services
  • Financial Services
  • Industrial Software

The Strand Partners

Boca Raton, FL | Single family office | Founded 2010

The Strand Partners is the single-family office of the Powers family.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Funds
Wealth source
Powers family
  • Real Estate
  • Private Equity
  • Venture Capital
  • Metals and Mining
  • Energy
  • Emerging Managers

Alta Mara Capital, LLC

Boca Raton, FL | Single family office | Founded 2022

Alta Mara Capital manages the Rabil family's capital, with a primary investment focus on real estate. Its stated areas also include energy infrastructure and oil and gas.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Rabil family
  • Real Estate
  • Energy Infrastructure
  • Oil And Gas

Scott Holdings LLC

Boca Raton, FL | Single family office | Founded 2008

Scott Holdings is a family office focused on active and passive investments in private and public markets, as well as philanthropic activities.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Public Equities
Wealth source
Not stated
  • Private Investments
  • Public Investments
  • Private Equity
  • Private Credit
  • Healthcare
  • Philanthropy

S. Buford Enterprises, LLC

Boca Raton, FL | Single family office | Founded 2017

S. Buford Enterprises is a private investment holding company. Its stated area of activity is real estate.

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

KAPSEANA Group

Boca Raton, FL | Single family office

KAPSEANA Group is a single family office based in Boca Raton, Florida. It invests in technology companies from seed stage through pre-IPO.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Not stated
  • Disruptive Technology
  • Seed Stage
  • Pre-IPO

Intracoastal Family Office LLC

Boca Raton, FL | Single family office | Founded 2018

Intracoastal Family Office is a financial advisory practice affiliated with Ameriprise Financial Services.

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

Multi-family office (8)

Fiduciary Family Office, LLC

Boca Raton, FL | Multi-family office | Founded 2023

Fiduciary Family Office provides tax, estate, and investment solutions, along with financial analysis and planning for multi-generational wealth. It helps clients develop and monitor personalized plans and document family history for future generations.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Tax Planning
  • Estate Planning
  • Investment Management
  • Legacy Planning

Montanti Advisory Services, LLC

Boca Raton, FL | Multi-family office | Founded 1969

Montanti Advisory Services is a family office serving business owners and families in Florida and across the United States. It provides financial planning solutions for the needs of businesses and families.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated

QP Wealth Management, LLC

Boca Raton, FL | Multi-family office | Founded 2019

QP Wealth Management is a multi-family financial services firm offering wealth management services and expertise in alternative investments. Its stated services include portfolio management, estate planning, family governance, tax strategies and philanthropy management.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Funds
  • Portfolio Management
  • Estate Planning
  • Family Governance
  • Tax Strategies
  • Philanthropy Management
  • Alternative Investments

Humilis, LLC

Boca Raton, FL | Multi-family office

Humilis is a multi-family office seeking limited partner and direct investments across equity hedge funds, fixed income, private equity, real estate, and venture capital.

AUM range
Under $50M
Check size
Not stated
Asset classes
Hedge Funds, Fixed Income, Private Equity, Real Estate, Venture Capital, Direct Investments
  • Equity Hedge Funds
  • Fixed Income
  • Private Equity
  • Real Estate
  • Venture Capital

Ulin & Co. Wealth Management

Boca Raton, FL | Multi-family office | Founded 2002

Ulin & Co. provides wealth management, financial planning, and multi-family office services to individuals, families, and business owners. Its services include portfolio management, retirement, tax, business exit, and estate planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Fixed Income, Public Equities, Private Credit, Private Equity, Real Estate, Funds
  • Municipal Bonds
  • Domestic Equities
  • International Equities
  • Structured Notes
  • Private Credit
  • Private Equity

Sunstone Family Office

Boca Raton, FL | Multi-family office

Sunstone Family Office provides administrative and wealth management services to individuals, families, businesses, and family offices. Its services include strategic guidance tailored to clients’ circumstances and priorities.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Life Science/Pharma
  • Medical Device
  • Regenerative Medicine
  • HealthCare Technology
  • HealthTech
  • Artificial Intelligence

Laurion Capital Management LP

Boca Raton, FL | Multi-family office | Founded 2005

Laurion Capital Management provides integrated wealth management to business owners, executives, and families, covering investments and their broader financial affairs.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Investment Management
  • Financial Planning

Freedom Family Office

Boca Raton, FL | Multi-family office | Founded 2020

Freedom Family Office provides coordinated financial services focused on asset preservation, family legacy and financial planning. It helps clients define their values and financial goals.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Asset Preservation
  • Family Legacy
  • Financial Planning

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 offices are listed for Boca Raton?

The list contains 18 profiles, all recorded in Boca Raton, United States. Ten are classified as single-family offices and eight as multi-family offices.

Which focus areas are most common in the Boca Raton list?

Real estate is recorded for six profiles, followed by private equity for five and artificial intelligence for three. Fixed income, healthcare, healthcare technology, healthtech, and ocean each appear for two profiles. These labels are profile-level research signals and do not confirm an office's present investment activity.

How should I approach a family office listed here?

Use the public profile to check the office type and any recorded focus categories, then make your reason for contact specific. Briefly describe your company or fund, the opportunity, and the connection to the office's stated interests. A listed focus is a starting point for research, not evidence that the office is open to a proposal.

What extra fields come with the full list?

The full list request adds contact data, decision makers, and check size fields. These details can support your own qualification and outreach planning alongside the public firm-level fields on this page. The request does not include introductions or promise funding, responses, or outcomes.

How much AUM information is available?

The statistics show disclosed assets under management for seven profiles, but they do not provide the amounts in this page summary. The list also records founding dates from 1969 to 2023, with ten profiles founded after 2010. Review individual public profile fields for the details available.

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Request the full Boca Raton list

Request the full list through the form to access contact data, decision makers, and check size fields. The additional fields can help you review the 18 profiles alongside their public information. A request does not include introductions or promise funding or other outcomes.

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