Strategy
This list brings together family offices whose recorded investment interests include income and yield strategies. Their focus areas span private equity, fixed income, hedge funds, alternative investments, and real estate, so the group includes firms with different ways of seeking income or balancing yield with other objectives. The list contains 50 offices: 10 single-family offices and 40 multi-family offices. The United States accounts for 32, with Brazil, the United Kingdom, and Sweden also represented. New York, London, Sao Paulo, Boston, and San Francisco are among the cities appearing most often. For founders, fund managers, and advisers, these fields can help narrow an initial review by geography, office type, or stated investment focus. A listed focus is a research signal, not confirmation that an office is making allocations or considering a particular opportunity. Use the profile information to assess fit, then verify mandate, instrument preferences, and current appetite before investing time in outreach.
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.
Hightower Family Office coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.
Bessemer Trust is a privately owned, independent multi-family office serving individuals and families with substantial wealth. Its stated investment areas include equities, fixed income, credit, commodities, currencies and hedge funds.
AlTi Tiedemann Global is a multi-family office and wealth management firm serving families, family offices, foundations, and institutions. Its services include investment management, advisory, trust, administrative, and family office support.
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.
Offit Capital is a multi-family office serving individuals, families, endowments, and foundations. It provides investment advisory services across asset classes, including public equities, fixed income, private equity, private credit, real estate, and hedge funds.
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.
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
Bedrock is a multi-family office founded by its founders in 2004. Its stated investment areas include equities, fixed income, alternative investments, hedge funds, private equity, property, and commodities.
Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.
G5 Partners is a Brazilian multi-family office providing wealth management and financial advisory services. Its services include asset management, fiduciary administration, capital solutions and advice on mergers and acquisitions.
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.
Seven Bridges Advisors is a multifamily investment office serving institutions, individuals, and families. It sources and evaluates investments across markets, assets, and strategies, and builds customized portfolios.
Seven Post is an independent, privately owned partnership that manages global multi-asset-class portfolios for clients. Its approach includes core investments, third-party sub-advisers, risk management and planning for client objectives.
Clarfeld Wealth Management is a multi-family office providing investment and wealth management services. Its services include income and estate tax planning, structuring and family office support.
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.
ASK Wealth Advisors provides wealth advisory and family office services to resident and non-resident individuals and families. Its services include support for intergenerational wealth transfer.
Jabre Capital Partners is an independent wealth management firm and multi-family office. It has managed funds across convertible, equity, fixed income, and emerging markets strategies.
Whittier Trust Company is an independent multi-family office and wealth management firm serving families, individuals, and foundations across the United States. Its services address a range of wealth management needs.
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.
1642 Capital is an independent multi-family office providing investment and advisory services to families and individuals. Its investments span public and private equity, fixed income, real estate, and infrastructure.
Tropea Asset Management is a multi-family asset manager focused on credit strategies for income generation and capital preservation. Its portfolio includes senior loans, high-yield bonds, collateralized loan obligations, and asset-backed portfolios.
MGD Private provides multi-family office and family office advisory services in Australia. Its services cover family and corporate governance, investment governance, succession planning, liquidity strategies and advice partnerships.
Market Street Trust Co. is a multi-family office established to manage the wealth of the Houghton family, founders of a glassmaking company. It provides customized services to client families across generations.
Jera Capital is an independent Brazilian multi-family office based in São Paulo. It describes a global wealth management approach for families, with strategies spanning diversified portfolios, liquidity and real-economy opportunities.
Questmont Virtual Family Office is a multi-family office serving business owners, entrepreneurs, and families. It coordinates wealth, business, investment, tax, estate, and succession planning.
M3 Family Office serves private equity professionals, their families, and other high-net-worth individuals. Its services include investment management, asset allocation, tax and estate planning, and coordination of cash flows and capital calls.
Seven Mile Advisory is a US-based multi-family office and registered investment adviser. It provides customized financial planning and family office services based on clients’ needs and goals.
OneAscent Family Office serves multiple families with coordinated planning, investing, and giving services. It oversees public and private market investments and supports families with financial planning and charitable giving.
Vêneto Family Office provides financial advice and asset management services to families and high-income clients. Its stated investment areas include private equity funds and real estate.
Holdun Family Office is a multi-family office and fifth generation family business tracing its history to the Holt family. It provides wealth management, private investment, tax, succession, trust and concierge services to families and individuals.
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
Baluarte Capital is an independent, fee-only multi-family office providing wealth management to high-net-worth families and investors. Its services include investment selection, asset organization, tax efficiency, and succession planning.
Sweetwood Family Office advises clients on investment and personal matters. It builds portfolios around client risk profiles and invests directly in securities.
Pantheon Assets is a multi-family office focused on serving high net worth families. Its stated investment areas include fixed income, overseas real estate, venture capital, private equity funds, mergers and acquisitions, and hedge funds.
Xception Family Office is a multi-family office providing wealth management services and planning for families, entrepreneurs, and business owners. Its investment services cover public and private markets.
Clarity Capital is a multi-family office that advises on clients’ overall wealth and manages customized portfolios. Its services include asset allocation, investment selection and monitoring, and evaluation of direct investment opportunities.
Wittington Investments is a private holding company for the Weston family and the Garfield Weston Foundation. Its investments include a controlling interest in Associated British Foods, along with luxury retail, real assets, hotels, private equity and private credit.
1888 Investments is the investment arm of the Koch family office and manages portfolios that include third-party and affiliated funds, direct investments, and legacy holdings. Its strategies span public markets, hedge funds, private equity, real estate, cash, and short-duration fixed income.
Rix Capital is a single-family office that manages the Bukhman family's wealth generated through a mobile gaming business. Its equity-oriented portfolio includes public equities, private equity, venture capital, absolute return strategies and liquidity management.
Pohlad Companies is a single-family office for the Pohlad family, stewarding a permanent capital base and a portfolio of operating businesses. Its investments and businesses span commercial real estate, automotive, sports and entertainment, and private investing.
FAM is a privately owned holding company that manages assets with a long-term ownership horizon. It focuses on strategic holdings and alternative investments, with returns supporting foundations’ grants for research and education.
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.
J.M. Forbes & Co. is a multi-client investment advisory and trust office providing money management and trustee services to individuals, trusts, and foundations. Its services include investment, estate, and tax planning, with an emphasis on long-term capital preservation.
M&J Capital Partners is a single-family office for the Leone family and a real estate development company. It invests in commercial real estate and operating companies, including through private credit and equity investments.
Proventus is a family-owned investment company that has managed assets for the Weil family and a family foundation since becoming a family office. Its strategy centers on long-term asset management based on independent analysis.
Lounsbury Family Office manages and advises on family wealth, including strategies for cryptocurrency options and income generation. Its material also discusses allocation across real estate, cash, public markets, and hard assets.
340 events hosted since 2007, from summits to small workshops.
It means the office's recorded investment interests include areas associated with income or yield strategies. Fixed income appears among the most common focus areas, alongside private equity, hedge funds, alternative investments, and real estate. These profile tags do not establish a target return, allocation, or active mandate.
No. The database records a range of interests. Fixed income is one of the most common, but private equity, hedge funds, alternative investments, and real estate are also frequently listed. Review each office's profile and confirm whether its mandate fits your instrument, stage, and geography.
Start with a concise note that explains the opportunity, the relevant income or yield characteristics, and why the office's stated focus appears relevant. Include clear terms and a short set of supporting materials. Confirm that the office is open to the instrument and opportunity before sending a longer diligence package.
The United States accounts for 32 of the 50 offices. Brazil has 4, the United Kingdom has 3, and Sweden has 2. New York is the most represented city with 4 offices, while London, Sao Paulo, and Boston each have 3.
The full list adds contact data, decision makers, and check size fields to help with research and outreach planning. The free page shows public firm-level fields, while the additional records can support more targeted screening. A request does not include introductions or promise an investment outcome.
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