Check size
This page covers family offices associated with checks over $100 million. The list is very narrow, with one multi-family office in the database matching this check-size angle. Its profile is associated with Palm Beach Gardens and the United Arab Emirates, so those locations provide a starting point for assessing fit. No assets under management are disclosed in the listed profile, and the available founding year is 2015. A large stated check size is only one part of an investment screen. Before approaching, compare the office’s investment interests, geography, stage preferences, and decision process with your opportunity. The public table is useful for an initial review, but it does not provide direct contact details. Visitors who need a broader prospect pool can use the form to request the full list and its additional fields.
Coverage 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.
Heirloom Investment Management provides investment advisory services to affluent families, ranging from portfolio reviews to support for existing investment teams and outsourced investment functions.
Coverage 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.
It identifies an office associated with checks above the threshold in the database. Check size alone does not show whether an office will consider a particular transaction, sector, or stage. Review the full profile and confirm the mandate before treating the stated size as a fit.
One multi-family office appears in this researched list. The profile is associated with Palm Beach Gardens and the United Arab Emirates. Because coverage is limited to one entry, the page is best used as a narrow starting point rather than a complete view of potential capital sources.
The public table contains firm-level profile information, including the listed geography and disclosed fields. AUM is not disclosed for this profile. Direct contact details are withheld on the free page, and the table does not imply that the office is actively investing or accepting unsolicited proposals.
Lead with a concise explanation of the opportunity, the amount sought, the use of capital, and why the office’s apparent mandate fits. Check that the investment stage, geography, sector, and transaction structure align before sending materials. Use a relevant professional channel and follow the office’s stated process where available.
The full list request adds contact data, decision makers, and check size fields to support more focused research and outreach planning. These fields can help you assess relevance and identify an appropriate point of contact. Requesting the list does not provide introductions or guarantee a response or investment.
Request the full list
Use the form to request the full list with contact data, decision makers, and check size fields. These details can help you assess fit and plan targeted research before approaching an office. No introductions, funding, or investment outcomes are promised.
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