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State and sector

Florida Family Offices Investing in Real Estate

This list covers 50 Florida family offices with real estate interests. The group includes 29 single-family offices and 21 multi-family offices. Miami has the most listed offices, with 6, followed by Tampa with 5 and Boca Raton with 4. Real estate is recorded as a focus for 29 offices, while private equity appears for 28. The profiles also include venture capital, fixed income, hedge funds, healthcare, direct investments and private credit. These tags can help narrow an initial search, though they do not confirm that an office is pursuing a property transaction or accepting proposals. Assets under management are disclosed for 27 offices. The founding date range is 1906 to 2022, and 25 offices were founded after 2010. Use the table to identify possible research leads, then compare geography, asset type, transaction scale and investment approach with your requirements.

At a glance

  • The list includes 29 single-family offices and 21 multi-family offices.
  • Miami has the most listed offices, with 6, followed by Tampa with 5.
  • Real estate is recorded as a focus for 29 offices, and private equity for 28.
  • Assets under management are disclosed for 27 offices.
  • Twenty-five listed offices were founded after 2010.

Family office profiles (50)

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.

Miami Beach (1)

JAWS Estates Capital, LLC

Miami Beach, FL | Single family office | Founded 1991

JAWS Estates Capital is the family office associated with the Sternlicht family. Its stated investment areas include global real estate, hotel management, oil and gas, and energy infrastructure.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Sternlicht family; investment and business activities in real estate, hotel management, oil and gas, and energy infrastructure
  • Global Real Estate
  • Hotel Management
  • Oil And Gas
  • Energy Infrastructure
  • Private Alternative Investments

Hallandale Beach (1)

Ovadiya Aharonoff Multi-Family Office LLC

Hallandale Beach, FL | Multi-family office | Founded 2011

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.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Private Credit, Real Estate, Direct Investments, Digital Assets
  • Public Equity
  • Private Equity
  • Private Credit
  • Direct Lending
  • Real Estate
  • Healthcare

Sunny Isles Beach (1)

CapFund Group

Sunny Isles Beach, FL | Multi-family office | Founded 2011

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.

AUM range
Over $20B
Check size
$1M to $5M
Asset classes
Private Equity, Public Equities, Real Estate, Private Credit, Direct Investments
  • Business Transactions
  • Real Estate
  • Corporate Finance
  • Banking
  • Healthcare
  • Restructuring

Tampa (5)

DeBartolo Holdings LLC

Tampa, FL | Single family office | Founded 2002

DeBartolo Holdings manages the diversified businesses and investments of the DeBartolo family. Its activities include real estate development and strategic private equity investments across various industries.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
DeBartolo family
  • Private Equity
  • Real Estate Development
  • Sports
  • Philanthropy

Questmont Virtual Family Office, LLC

Tampa, FL | Multi-family office | Founded 2013

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.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Private Credit, Real Estate
  • ETFs
  • Mutual Funds
  • Individual Equities
  • Fixed Income
  • Private Securities
  • Hedge Funds

Bayshore Capital Advisors LLC

Tampa, FL | Multi-family office | Founded 2001

Bayshore Capital Advisors is a multi-family office providing investment strategies and seeking investment opportunities through a global network.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Credit, Private Equity, Venture Capital, Infrastructure, Real Estate
  • Private Debt
  • Private Equity
  • Venture Capital
  • Infrastructure
  • Real Estate

Liberty Group

Tampa, FL | Single family office | Founded 1980

Liberty Group is a single family office focused on capital diversification and preservation.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Hospitality Management
  • Hotel Development
  • Real Estate Investment
  • Senior Living Facilities
  • Private Equity
  • Commercial Real Estate

Third Lake Capital, LLC

Tampa, FL | Single family office | Founded 2013

Third Lake Capital manages capital for a family whose wealth comes from ownership of a privately held company. Its investment activities include private equity, direct real estate, and selected investments with third-party private equity, private debt, and hedge fund managers.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Hedge Funds, Direct Investments, Funds
Wealth source
Proceeds from a privately held company
  • Private Equity
  • Real Estate
  • Private Credit
  • Hedge Funds
  • Industrial
  • Healthcare

West Palm Beach (3)

Asena Advisors, LLC

West Palm Beach, FL | Multi-family office | Founded 2010

Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Direct Investments, Venture Capital, Real Estate
  • Private Equity
  • Direct Investments
  • Venture Capital
  • Real Estate
  • Cross-Border Investments
  • M&A

Esko, Inc.

West Palm Beach, FL | Single family office | Founded 1991

Esko is a single-family office based in West Palm Beach, Florida.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated

Gonzalez Family Office

West Palm Beach, FL | Single family office | Founded 2014

Gonzalez Family Office manages investments for the Gonzalez family, including direct real estate and alternative investments. Its activities include multifamily housing and mixed-use office and retail properties, alongside operating businesses in specialty engineering tax services.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Gonzalez family; specialty engineering tax services
  • Specialty Engineering Tax
  • Direct Real Estate
  • Alternative Investments
  • Multifamily Housing
  • Mixed-Use Properties

Palm Beach (2)

Inclenberg Investments

Palm Beach, FL | Single family office | Founded 2011

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Gochman family; proceeds from the sale of Academy Sports & Outdoors
  • Commercial Real Estate
  • Industrial
  • Warehousing
  • Office Buildings
  • Medical Facilities
  • Student Housing

Forty Four Holdings, LLC

Palm Beach, FL | Single family office | Founded 2018

Forty Four Holdings is a single-family investment office investing across private and public markets. Its source text describes direct deals and investments across a range of industries and geographies.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Direct Investments, Funds
Wealth source
Robbins family; proceeds from investment management
  • Public Equities
  • Private Direct Deals
  • Enterprise Software
  • Financial Services
  • Healthcare Services
  • Industrials

Boca Raton (4)

Amzak Capital Management, LLC

Boca Raton, FL | Single family office

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Fixed Income, Real Estate, Public Equities
Wealth source
Kazma family; cable television
  • Private Equity
  • Fixed Income
  • Real Estate
  • Healthcare
  • Public Equity
  • Alternative Investments

Montanti Advisory Services, LLC

Boca Raton, FL | Multi-family office | Founded 1969

Montanti Advisory Services is a family office serving business owners and families in Florida and across the United States. It provides financial planning solutions for the needs of businesses and families.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated

Humilis, LLC

Boca Raton, FL | Multi-family office

Humilis is a multi-family office seeking limited partner and direct investments across equity hedge funds, fixed income, private equity, real estate, and venture capital.

AUM range
Under $50M
Check size
Not stated
Asset classes
Hedge Funds, Fixed Income, Private Equity, Real Estate, Venture Capital, Direct Investments
  • Equity Hedge Funds
  • Fixed Income
  • Private Equity
  • Real Estate
  • Venture Capital

Ulin & Co. Wealth Management

Boca Raton, FL | Multi-family office | Founded 2002

Ulin & Co. provides wealth management, financial planning, and multi-family office services to individuals, families, and business owners. Its services include portfolio management, retirement, tax, business exit, and estate planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Fixed Income, Public Equities, Private Credit, Private Equity, Real Estate, Funds
  • Municipal Bonds
  • Domestic Equities
  • International Equities
  • Structured Notes
  • Private Credit
  • Private Equity

Winter Park (1)

Prosperity Venture Partners LLC

Winter Park, FL | Single family office | Founded 2002

Prosperity Venture Partners is a single family office and investment holding company that invests directly in asset and wealth management firms, venture capital, private equity, franchises and real estate. It also provides consulting to family offices and financial services businesses.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments, Venture Capital, Private Equity, Real Estate
Wealth source
Mayes family; wealth management entrepreneurship
  • Asset Management
  • Wealth Management
  • Venture Capital
  • Private Equity
  • Franchises
  • Real Estate

Miami (6)

Manoucheri Brothers LLC

Miami, FL | Single family office | Founded 2021

Manoucheri Brothers is a third-generation family office with real estate experience. The family owns a portfolio of properties across several markets.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Manoucheri family; real estate
  • Real Estate
  • Multifamily Housing
  • Workforce Housing

BigSur Partners, LLC

Miami, FL | Multi-family office | Founded 2007

BigSur Partners is a multi-family office that provides wealth management services to families.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate
  • Venture Capital
  • Private Equity
  • Real Estate

Hoskinson Family Office

Miami, FL | Single family office

Hoskinson Family Office manages a diversified portfolio for the Hoskinson family. Its investments span public equities, private equity, real estate, digital assets, healthcare, and ranching.

AUM range
Under $50M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate, Digital Assets
Wealth source
Hoskinson family; cryptocurrency and blockchain industry
  • Public Equities
  • Private Equity
  • Real Estate
  • Digital Assets
  • Healthcare
  • Ranching

Insignia Family Office

Miami, FL | Multi-family office | Founded 2015

Insignia Family Office is a Miami-based multi-family office and investment marketplace focused on projects and international developments. Its stated investment areas include real estate, technology investments and contemporary art.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
  • Real Estate
  • Technology Investments
  • Contemporary Art

Caoba Capital Partners

Miami, FL | Single family office | Founded 2017

Caoba Capital Partners is a family office and proprietary investment firm based in South Florida. It invests globally in hedge funds, private equity, venture funds, operating companies, private opportunities and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Venture Capital, Direct Investments, Real Estate, Funds
Wealth source
Not stated
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Direct Investments
  • Real Estate

Moto Capital Group Inc.

Miami, FL | Single family office | Founded 2014

Moto Capital Group is a single-family office using a multi-strategy investment approach informed by research and risk management. Its stated investment areas include private equity, real estate, and fixed income.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Fixed Income
Wealth source
Not stated
  • Private Equity
  • Real Estate
  • Fixed Income

Delray Beach (1)

Lounsbury Family Office

Delray Beach, FL | Single family office

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.

AUM range
Under $50M
Check size
Not stated
Asset classes
Digital Assets, Real Estate, Public Equities, Commodities
Wealth source
Lounsbury family
  • Transport
  • Cryptocurrency
  • Real Estate
  • Hard Assets

Jupiter (1)

Avestix Group

Jupiter, FL | Multi-family office | Founded 2017

Avestix Group is a woman-owned fund management firm and multi-family office that provides wealth architecture and alternative asset management. Its investment areas include commercial real estate and emerging technologies such as artificial intelligence and blockchain.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Public Equities, Digital Assets
  • Commercial Real Estate
  • Venture Capital
  • Public Equities
  • Digital Assets
  • Artificial Intelligence
  • Blockchain

Clearwater (1)

Five Points Family Ventures LLC

Clearwater, FL | Single family office | Founded 2022

Five Points Family Ventures manages assets for the Hawkins family and invests across asset classes, liquidity profiles, and time horizons. It seeks risk-adjusted growth opportunities and may invest alongside other investors.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Funds
Wealth source
Hawkins family
  • Private Equity
  • Venture Capital
  • Real Estate
  • Funds

Dade City (1)

M4 Investing

Dade City, FL | Single family office | Founded 2020

M4 Investing is a private family office managed for the Mitchell family. It holds investments in real estate, equities, and funds, and makes angel investments in technology startups.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Public Equities, Funds, Venture Capital
Wealth source
Not stated
  • Real Estate
  • Equities
  • Funds
  • Technology Startups

Miami Lakes (1)

Kislak Family Office

Miami Lakes, FL | Single family office | Founded 1906

Kislak Family Office manages customized investment services for the family. The broader organization has a history in real estate, with commercial brokerage activities across investment sales, leasing, and property types.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate
Wealth source
Kislak family; real estate
  • Real Estate
  • Multifamily Properties
  • Retail
  • Office
  • Industrial Properties
  • Land Development

Lake Worth (1)

Cottonwood Acquisitions, LLC

Lake Worth, FL | Single family office | Founded 2010

Cottonwood Acquisitions is a family office partnership that invests in small and mid-sized businesses. It partners with management teams with a long-term investment horizon.

AUM range
Under $50M
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Small and Mid-Sized Businesses
  • Business Acquisitions

Key Biscayne (2)

The Miami Family Office, LLC

Key Biscayne, FL | Single family office | Founded 2015

The Miami Family Office is a single-family office focused on direct investments in real estate and operating businesses. Its portfolio includes assets such as apartment buildings, hotels, parking garages, and fuel stations.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Not stated
  • Real Estate
  • Operating Businesses

Aceana Group

Key Biscayne, FL | Single family office | Founded 2006

Aceana Group is a single-family office that invests in private markets, with activity across funds, direct investments, and co-investments. Its stated areas include venture capital, private equity, real estate, and infrastructure, with a focus on technology-driven companies and strategies.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Infrastructure, Funds, Direct Investments
Wealth source
Not stated
  • Technology
  • Blockchain
  • Artificial Intelligence
  • Deep Technology
  • Space Technology
  • Healthcare

Fort Lauderdale (3)

Ortsac Capital Group

Fort Lauderdale, FL | Single family office

Ortsac Capital Group is a private family office focused on value-oriented investments. Its principals invest in real estate, including commercial properties, hotels, and development projects.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Commercial Real Estate
  • Hotels
  • Development

One One Five Group of Companies

Fort Lauderdale, FL | Single family office | Founded 2015

One One Five Group is a single family office headquartered in Fort Lauderdale, Florida. Its investment areas include real estate, fintech, health technology, biotechnology, and industrial sectors, from seed-stage funding to pre-IPO opportunities.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
Wealth source
Not stated
  • Real Estate
  • Fintech
  • Health Technology
  • Biotechnology
  • Industrial Sectors
  • Early-Stage Companies

Corient Holdings Inc.

Fort Lauderdale, FL | Multi-family office

Corient is a multi-family office serving individuals, families, and businesses. Its stated investment areas include fixed income, equities, private equity, private real estate, private credit, and hedge funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Hedge Funds, Public Equities, Fixed Income
  • Cash Management
  • Fixed Income
  • Equities
  • Private Equity
  • Private Real Estate
  • Private Credit

Parkland (1)

ZFO

Parkland, FL | Single family office | Founded 2021

ZFO is a South Florida single-family office active in venture capital, private equity, and technology-related investments. Its stated areas also include longevity, mental health, credit, and real estate development in Costa Rica.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Real Estate
Wealth source
Not stated
  • Venture Capital
  • Private Equity
  • Longevity
  • Artificial Intelligence
  • Mental Health
  • Costa Rica Real Estate

Jacksonville (2)

Live Oak Family Offices, LLC

Jacksonville, FL | Multi-family office

Live Oak Family Offices is a multi-family office based in Jacksonville, Florida. It helps families develop long-term wealth management and transfer strategies and coordinates day-to-day financial management.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Real Estate

Indigo South Capital

Jacksonville, FL | Single family office

Indigo South Capital is a private family office investing in public and private equities, venture capital, and real estate. It considers majority investments and acquisitions of privately held businesses in the southeastern United States.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Real Estate
Wealth source
Not stated
  • Public Equities
  • Private Equity
  • Venture Capital
  • Real Estate

St. Petersburg (1)

Ballast Point Capital, LLC

St. Petersburg, FL | Single family office | Founded 2014

Ballast Point Capital is a single-family office managing investments for the Theofilos family. Its allocations span public and private equities, fixed income, commodities, derivatives, alternative investments, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Fixed Income, Commodities, Real Estate
Wealth source
Theofilos family
  • Public Equity
  • Private Equity
  • Technology
  • Energy
  • Manufacturing
  • Real Estate

Coconut Grove (1)

Safira Wealth Management

Coconut Grove, FL | Multi-family office | Founded 2019

Safira Wealth Management is an independent multi-family office advising individuals and families internationally. It provides cross-border financial planning and wealth management tailored to clients' goals and needs.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Cross-Border Financial Planning
  • Wealth Management
  • Art Advisory
  • Real Estate Management

Sarasota (3)

Longboat Family Office LP

Sarasota, FL | Single family office

Longboat Capital maintains a diversified portfolio centered on real estate holdings and market investments, including hedge and real estate funds. Its property holdings include residential, commercial, and industrial properties, rental housing, office and industrial buildings, land, and self-storage.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Real Estate, Funds
Wealth source
Not stated
  • Real Estate
  • Hedge Funds
  • Residential Property
  • Commercial Property
  • Industrial Property
  • Self-Storage

Adi Dassler International Family Office LLC

Sarasota, FL | Multi-family office | Founded 2015

Adi Dassler International Family Office is a privately owned multi-family office founded by descendants of the Dassler family. It provides investment and family office services to families and qualified individuals.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds
  • Real Estate
  • Private Equity
  • Venture Capital
  • Hedge Funds

Antares Single Family Office

Sarasota, FL | Single family office | Founded 2009

Antares Single Family Office manages an investment portfolio with experience across alternative investments, including hedge funds, real estate, private credit, private equity, venture capital and commodities. Its investment activities have included real estate development and land banking.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Hedge Funds, Private Credit, Private Equity, Venture Capital, Commodities
Wealth source
Not stated
  • Real Estate
  • Hedge Funds
  • Private Credit
  • Private Equity
  • Venture Capital
  • Commodities

New Port Richey (1)

MPI Family Office

New Port Richey, FL | Single family office | Founded 2008

MPI Family Office is a single-family office that originated from a family accounting firm and businesses including diabetic care facilities and real estate investments. It later opened its services to extended family members, other family offices, and entrepreneurs.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Real Estate
Wealth source
MPI family; accounting, diabetic care facilities, and real estate businesses
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Real Estate

Naples (2)

Halstatt Legacy Partners

Naples, FL | Multi-family office | Founded 2013

Halstatt Legacy Partners is a family office focused on acquiring companies for long-term ownership. It supports entrepreneurs pursuing acquisitions with advice, diligence assistance and acquisition and growth capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Fixed Income, Commodities, Hedge Funds, Real Estate
  • Company Acquisitions
  • Entrepreneurship
  • Public Equities
  • Private Equities
  • Fixed Income
  • Commodities

Fifth Avenue Family Office ®

Naples, FL | Multi-family office | Founded 2006

Fifth Avenue Family Office assists families with financial planning, governance and legacy planning. It reviews family assets and coordinates tailored solutions with internal teams and outside professionals.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital
  • Real Estate
  • Private Equity
  • Venture Capital

North Palm Beach (1)

Certuity Family Office

North Palm Beach, FL | Multi-family office | Founded 2003

Certuity is a multifamily office and wealth management firm serving high and ultra-high net worth families. Its family office services support families and businesses within family office structures, including across multiple generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds, Hedge Funds, Private Equity, Real Estate
  • Alternative Investments
  • Funds
  • Hedge Funds
  • Private Equity
  • Real Estate

Orlando (1)

Springlake Partners

Orlando, FL | Multi-family office | Founded 2014

Springlake Partners is a multi-family office with operating platforms and investments in real estate, financial services and hospitality. It invests with a long-term perspective and works with companies through active management and partner alignment.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
  • Real Estate
  • Financial Services
  • Hospitality
  • Agriculture
  • Water
  • AgriTech

Weston (1)

Bremen Capital Group, Inc.

Weston, FL | Multi-family office | Founded 2013

Bremen Capital Group is a multi-family office with origins in Central America and experience across several industries. It partners with families on investments in privately held companies and provides investment, planning, administrative, and lifestyle services.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Real Estate
  • Telecommunications
  • Food Industry
  • Printing And Packaging
  • Energy
  • Real Estate
  • Impact Investing

Lake Mary (1)

Green Street Trust International

Lake Mary, FL | Multi-family office | Founded 2008

Green Street Trust International is a multi-family office providing wealth management and investment services to business owners and investors. Its activities include mergers and acquisitions, financing, and tax planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Private Credit, Infrastructure, Hedge Funds
  • Alternative Investments
  • Real Estate
  • Private Equity
  • Credit
  • Infrastructure
  • Absolute Return

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Questions about this list

Does a real estate focus mean an office is seeking property deals?

It indicates a recorded investment interest, not an active mandate or a promise to review a transaction. The profile may not specify property type, strategy, location or deal size. Confirm whether the office considers your asset class and structure, and whether it is reviewing opportunities before preparing a detailed proposal.

What other investment interests are recorded alongside real estate?

Private equity is nearly as common in the profiles, and venture capital also appears. Other recorded interests include fixed income, hedge funds, healthcare, direct investments and private credit. These tags offer context for initial screening, but do not establish the depth or current status of each office's activity.

How should I approach a family office with a property opportunity?

Summarize the asset, location, business plan, capital structure, transaction size and expected timeline. Explain your role and why the opportunity aligns with the office's recorded interests. Share clear supporting information, and verify the office's preferred process and decision maker before sending extensive or sensitive materials.

What information comes with the full list?

The full list adds contact data, decision makers and check size fields. For real estate research, those fields can help identify a suitable contact and assess whether the transaction scale may fit. They do not amount to introductions, and no funding or other outcome is promised.

What does the AUM disclosure count tell me?

Assets under management are disclosed for 27 of the 50 offices. The other profiles do not have a disclosed AUM figure in the list data. Even where a figure is available, it is firm-level context rather than a measure of capital committed to real estate or available for a particular deal.

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