City list
This page focuses on family offices listed in Cincinnati and includes nearby additions to widen the search. The table contains four Cincinnati offices and 11 nearby offices, for 15 profiles in total. Among the Cincinnati entries, three are single-family offices and one is a multi-family office. Recorded interests include real estate, private equity funds, venture capital, private equity, public equity and hedge funds. Three of the four Cincinnati offices disclose assets under management, while founding dates span from 1985 to 2017. These figures describe the city entries, not necessarily the nearby additions. Founders, fund managers and advisers can use the table to identify profiles for closer review, then check geography, investment focus and public submission guidance. A broader radius may help when the city-only pool is small, but an office’s presence here does not mean it is actively seeking proposals.
Cincinnati coverage here is limited to four city-listed offices, 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.
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
The Loring Group is a single-family office with a history of investing in real estate and managing properties. It also supports and invests in a range of actively managed investments.
Vigran Investments is a single-family office based in Cincinnati and Indianapolis. It manages investments across private equity, public equity, hedge funds, and real estate.
Constellation Wealth Advisors is a privately held wealth management firm that provides multi-family office services. The source text describes its services as financial guidance for clients.
More family offices from nearby areas.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
Paragon Advisors is a multi-family office that manages family wealth. Its services include organizing financial matters, reviewing assets and developing wealth and tax strategies.
CM Wealth Advisors is a multi-family office serving client families, charitable foundations, and endowments. It began as a single-family office and later expanded to serve multiple clients.
Fairway Wealth Management provides family office services alongside wealth management. Its stated service areas include financial planning and trusts and trustees.
Kirtland Hills Capital Management provides investment research, portfolio management, and data consulting for family offices and high-net-worth families. It builds customized public equity portfolios using quantitative tools and qualitative analysis.
Covarrubia & Company is a single family office and business advisory serving small to middle market companies. Its advisory work includes helping companies address growth goals and capital needs.
Oberlin Wealth Partners is an independent registered investment adviser and multi-family office. It provides management services to wealthy families based on their individual goals.
Harvest Financial Advisors is an independent multi-family office that advises families and individuals on wealth growth, protection and transition. It also helps families establish goals for current and future generations.
Milstein Asset Management is a single-family office focused on opportunistic, value-oriented investments across capital markets. Its stated areas include public and private equity, portfolio management, and mergers and acquisitions.
Capital Asset Management is a multi-family office serving families and individuals with wealth planning and investment advice. Its services include organizing assets and helping clients identify financial goals and investment choices.
Cincinnati coverage here is limited to four city-listed offices, 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 city list contains four Cincinnati offices, so the table adds 11 nearby profiles to broaden the search. The nearby additions are separate from the Cincinnati subset. Check each profile’s location and focus to decide whether a wider geographic scope works for your research or outreach.
The city subset includes real estate, private equity funds, venture capital, private equity, public equity and hedge funds among its recorded focus areas. Real estate appears for two offices. These labels provide context for profile review, but they do not confirm an active investment mandate.
First confirm its location and review its publicly stated investment interests. Send a short, tailored note that explains your opportunity and why it may be relevant, then provide concise supporting materials if invited or requested. Do not assume an office accepts unsolicited proposals.
the profiles on this page show that three Cincinnati offices disclose assets under management. They describe the Cincinnati subset, and should not be assumed to apply to the 11 nearby additions. A disclosed figure is useful context, but it does not indicate available capital or willingness to invest.
The full list adds contact data, decision makers and check size fields for more targeted research. Use the form to request it and review the available information against your needs. It does not promise an introduction, funding or any investment outcome.
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