State list
The Delaware list has four offices directly associated with the state, with 11 nearby offices added to broaden the geographic scope. The four state entries are spread across Wilmington, Hockessin, Dover and Claymont, one in each city. The state profiles include two single-family offices and two multi-family offices. Reported interests vary across the entries, including financial services, public equity markets, fixed income, private and public equities, venture capital and technology. These categories reflect recorded firm-level information and should be treated as prompts for further research, not as proof of an active investment mandate. This page is useful for founders, fund managers, investors and advisors who want to begin with Delaware and consider nearby offices as part of a wider search. The free page shows public firm-level fields, while contact details are available only with the full list.
Coverage among Delaware offices 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.
Wilmington Trust provides wealth advisory and family office services, including trust, financial planning, fiduciary, asset management and private banking services. It serves families with multigenerational relationships.
Brandywine Trust Group provides fiduciary and investment services focused on preserving purchasing power across generations. Its investment activities include public equities, fixed income, and alternative markets in the United States.
Tensai Holding Company is a private family office managing a global portfolio. Its stated investment focus includes private equity, venture capital, and real estate.
Kita Capital Management is a single-family office focused on companies that use technology in their businesses. It provides interim executive, technology, management and operations support to help companies address issues and improve performance.
More family offices from nearby areas.
Arrivato is an extension of a single-family office focused on principal strategies. Its real estate activities include multifamily acquisitions, land development, and solar development.
Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.
Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
WMS Partners is a multi-family office that provides wealth planning, investment management and family legacy advice. Its investment approach can include public securities, private investments and outside managers.
Nordwand Capital is a multi-family office serving families through asset allocation services and co-investment opportunities. Its approach includes personalized service and investment partnerships.
F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.
Pitcairn is a multi-family office providing wealth management and planning services to families across generations. Its services include fiduciary support, family governance, education, succession planning, and wealth administration.
Verdence Capital Advisors is a multi-family office providing private wealth advisory and family office services. Its stated areas include financial planning, business exit and liquidity event planning, institutional consulting, and due diligence.
Sandalwood Securities is a single family investment office with experience in global futures trading and alternative investments, including hedge fund activity.
Pathstone provides single family office services and advisory support to families. Its activities include family advising and investment strategy.
Coverage among Delaware offices 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.
Four offices are associated with Delaware, with one each in Wilmington, Hockessin, Dover and Claymont. The list also includes 11 nearby additions, which extend the search beyond the state entries.
The page has 11 nearby additions alongside the four Delaware offices. These entries are included to broaden geographic coverage for visitors whose search can extend beyond the state. They are separate from the count of offices associated with Delaware.
The four state entries include two single-family offices and two multi-family offices. The profiles report varied interests, including financial services, public equity markets, fixed income, venture capital and technology. Use the data to guide further research rather than assume an active mandate.
Begin with the state or nearby location and the office’s recorded interests, then explain clearly why your opportunity may be relevant. Keep the initial outreach specific and concise, and verify investment criteria directly. A listing alone does not establish that an office is accepting proposals.
The full list is available by request through the form and adds contact data, decision makers and check size fields. Those details support more focused research across the Delaware and nearby entries. The request does not promise introductions, funding or outcomes.
Request the full list
Use the form to request the full list with contact data, decision makers and check size fields. The additional details can support research across Delaware and nearby offices that fit your search criteria.
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.