Strategy
This list is intended for founders, fund managers, and advisers looking for family offices that are recorded as open to first meetings. It contains 50 offices, split between 24 single-family offices and 26 multi-family offices. The United States has 28 entries, followed by the United Kingdom with 7 and Switzerland with 3. New York and London each account for 6 offices. Recorded interests include private equity and real estate, with venture capital, healthcare, fixed income, hedge funds, and technology also represented. These details offer a practical way to sort potential conversations by sector and location. Openness to an initial meeting does not mean an office is actively investing, suited to every proposal, or committed to a follow-up. Before reaching out, check the firm's public profile and tailor your message to its stated interests. A focused introduction should make the opportunity and the reason for contact clear without assuming a mandate.
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.
Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.
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.
HB Wealth provides family office services to select families, including wealth management, trust and estate planning, and private investment support. It coordinates with families’ other advisors and staff to manage wealth across generations.
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
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.
ArchBridge Family Office is a multi-family office providing advice and support to families across financial matters. Its stated investment areas include public markets, private equity, venture capital, real assets, direct private investments, and values-aligned strategies.
GBS Finance Family Office provides wealth management services for high-net-worth families through a simple, transparent, and global model. Its family office division was established to align services with clients’ financial and wealth management interests.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
Nexedge Capital is a multi-family office providing wealth management and portfolio services to families and companies. Its services include financial investment management, estate planning, and global mobility, using an open architecture approach to product selection.
Beyond Family Office is an Israeli multi-family office and impact investment firm. It originates and syndicates investments that combine financial returns with social and environmental impact.
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.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
Octogone Family Office provides asset management and advisory services to families and institutions across multiple regions. Its stated investment areas include traditional and alternative funds, direct investments, real estate, digital assets, gold, energy, and collectibles.
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.
FFT Wealth Management is a multi-family office providing investment management and family office services. Its stated offering includes access to alternative investments, venture capital, private equity, and funds.
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.
FortCay Family Office Advisory is a multi-family office serving families with investment management and wealth planning. Its services include support for family wealth stewardship and long-term planning.
Candor Family Office is a multi-family office that provides personalized services and investment opportunities to families and businesspeople. Its stated investment areas include public securities, real assets, private equity, venture capital and managed funds.
Lennertz & Co. is an owner-managed multi-family office that advises clients on developing and growing their assets. Its investment recommendations are shaped by client preferences and review of investment opportunities.
AMG National Trust Bank provides family office services through a team-based approach tailored to family goals and financial circumstances. Its services include wealth management, tax planning, and wealth transfer.
Crescendo Family Office is a multi-family office and asset management company serving high-net-worth individuals and families. It provides tailored solutions and serves clients across multiple regions.
Gestio Capital is a multi-family office serving a limited number of entrepreneurs and families. Its platform brings together wealth management and the sourcing and management of market opportunities, with an emphasis on long-term capital preservation.
Concentric Equity Partners is the direct investing arm of Financial Investments Corporation, a Chicago-based family office serving the Steans family and aligned partners. It invests in middle-market companies and provides strategic, operational, and industry support.
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.
Turtle Creek Wealth Advisors is a multi-family office founded by families. It provides investment advisory, family office, tax, and estate planning services, with investment interests that include energy, healthcare, ranching, real estate, and equities.
Grosvenor Family Office manages investments in UK real estate and rural estates, as well as an estate in Spain. Its stated investment areas also include equities, bonds, commodities, hedge funds and private equity.
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.
Groupe Artémis is a Paris based family office and holding company with investments in apparel, accessories, luxury, sport and lifestyle businesses. It also holds interests in an auction house and vineyards.
Ferré Rangel Family Office manages the Ferré Rangel family's real estate investment strategy. Its investments include value added real estate opportunities in growing markets in the United States and Latin America.
Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.
GFG Alliance is a group of businesses and investments owned by the Gupta family. Its industrial operations include steel, aluminium, and energy, with stated priorities around long-term economic sustainability and decarbonisation.
The Lohia Family Office manages the private wealth and investments of the Lohia family. Its investment activity includes growth-stage companies and strategic ventures, with interests in education, technology platforms, sustainable materials, and businesses serving emerging economies.
Burman Family Holdings is the strategic investment platform of the Burman family, control shareholders of Dabur Group. It invests in early-stage companies in healthcare, financial services, hospitality, education, and media.
DFO is the family investment office of the Dell family. It invests across a range of asset classes, including publicly traded securities, private equity, real estate, special opportunities, and investments with external managers.
MSD Capital manages the assets of the Dell family and invests across public securities, private equity, real estate, special opportunities and third-party funds.
Heartland is a family-owned investment company representing the long-term interests of the Holch Povlsen family. Its investments span fashion and retail, technology, sustainability, renewable energy, education, nature conservation, and property.
Morales Capital Partners is a single-family office investing in venture, growth capital, and buyout opportunities. Its focus areas include healthcare, financial services, education technology, and consumer companies.
PECA is a single-family office based in London. Its stated investment areas include venture, growth and buyout investments across multiple regions, through funds and direct co-investments.
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.
Ravinia Capital Group is a private capital real estate investment firm affiliated with a single-family office. It pursues value-add and core-plus opportunities across office, industrial, multifamily, and retail properties.
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.
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
Beamonte Investments is a single-family office based in Boston with operations in Latin America. It identifies investment opportunities across industries and markets.
Jacobs Holding is a single-family office for the Jacobs family. It invests in companies in developed economies, with a background in coffee trading and stated activity in private equity, coffee, food and restaurant businesses.
Wilks Brothers is a family-controlled office formed to hold and invest the Wilks family's capital. The family built its wealth in masonry and hydraulic fracturing, and the office invests across energy, real estate, land, ranching, manufacturing, construction, and related businesses.
Sev.en Global Investments invests in commodity-linked industrial opportunities, including power generation, steel, mining, oil and gas, and fertilizer production. Its portfolio combines power generation assets with investments in industrial sectors.
Raiz Investimentos is a São Paulo-based single family office founded to manage wealth generated from the sale of Sem Parar, an electronic toll-payment operator. It invests in liquid and illiquid opportunities, with a focus on telecom, technology, infrastructure, and fintech.
Inclenberg Investments manages the Gochman family's capital through direct real estate investments. Its projects include industrial and warehouse properties, offices, medical facilities, and student housing.
Valhalla Ventures is the O’Hare family’s single-family office and holding company, managing its investment and philanthropic activities. It invests in technology and data businesses, private equity and other private-capital funds, and co-investments, with a long-term investment approach.
340 events hosted since 2007, from summits to small workshops.
No. The designation indicates recorded openness to an initial meeting, not an active allocation, investment decision, or promise to continue discussions. Check the firm's profile and verify its present mandate, preferred opportunity type, and process before treating it as a prospective investor.
Recorded interests include private equity and real estate, as well as venture capital, healthcare, fixed income, hedge funds, and technology. That range may help you identify offices for further research, but each profile should be checked against your sector, stage, geography, and financing needs.
Write a short, specific introduction that explains what you are building or managing, why you selected the office, and what kind of conversation you are seeking. Tie the opportunity to a relevant recorded focus area, state the key terms plainly, and make it easy to review a concise summary.
The United States accounts for 28 offices, followed by the United Kingdom with 7 and Switzerland with 3. New York and London each have 6 offices. The list also includes firms in Chicago, Boston, and Singapore, each among the more represented cities.
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