State list
This list covers 18 family offices based in Indiana, with an even split between single-family and multifamily offices. Indianapolis is the main location, with eight offices; the rest are spread across cities including New Albany, Nora, Warsaw and Evansville. The recorded investment interests span private equity and real estate, each appearing four times, as well as venture capital, commercial real estate and agriculture. That mix may make the list useful to founders, fund managers and advisers looking for regional investors with varied mandates. Treat stated focus areas as research clues rather than confirmation of a current allocation or willingness to invest. The page shows public firm-level information to help you assess geographic and strategy fit before deciding which offices merit further research. For a more actionable prospecting workflow, the full list adds contact data, decision makers and check size fields.
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.
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
Cardinal Equity Partners is a multi-family investment firm that acquires controlling interests in middle-market businesses in the eastern United States. It invests its own capital in niche manufacturing, value-added distribution, and service companies.
Conormara Investments is a private family investment corporation that acquires and invests in smaller entrepreneurial businesses in the Midwest. It takes a long-term approach and focuses on supporting business growth.
Grace Legacy Capital is an institutional investment consultant and multi-family office serving faith-based investors. It advises on strategic management of investments and legacy goals.
LDI is a family office that funds and operates middle-market companies. It invests with a patient approach and supports companies through business cycles.
Fi3 Advisors is an independent, fee-only registered investment adviser and multi-family office. It provides financial planning and investment management services to high-net-worth families.
The DeHaan family office manages the family’s affairs. Its stated areas include real estate, philanthropy, aircraft and yacht management, and collectibles.
Falcon Legacy is the private single-family office of the Morgan family, based in Indianapolis.
Patoka Capital is a single-family office that invests family capital in niche businesses and partners with company founders and management teams. Its investment interests include manufacturing, distribution, retail, services, franchising, commercial real estate, entertainment, and media.
IAP Family Office supports families with investment management, estate and financial planning, tax strategies, philanthropy, and wealth transfer planning. It coordinates financial matters and planning across generations.
Levinson Family Investments manages the Levinson family’s private real estate portfolio and is expanding into private equity and real estate development. Its stated areas include residential property and multifamily real estate.
S.W.A.N. Virtual Family Office provides planning and advisory services to individuals, families, and business owners. Its services include tax and business planning, financing, estate and charitable planning, insurance, and private wealth management.
Ash Crest is a single family office established to preserve and grow capital assets. Its assets primarily come from investing dividends from a closely held insurance brokerage company.
Wealth Strategies provides financial, estate, and investment planning to individuals, business owners, executives, and families. Its services include advice on financial planning needs.
Corya Capital is a single-family office focused on agriculture, natural resources and commercial real estate. It invests permanent capital in the acquisition, development and leasing of assets.
Spidel Burnfin is an executive search firm focused on wealth management. It offers single-family and multi-family office services.
In and Out Traders is a family office and limited partnership focused on active trading and investment management, with particular interest in foreign exchange markets.
Garatoni Family Office is a single-family office for the Garatoni family.
340 events hosted since 2007, from summits to small workshops.
The page lists 18 offices associated with Indiana. The database records nine as single-family offices and nine as multifamily offices. These figures describe the coverage on this page and do not indicate how many offices are actively reviewing opportunities.
Private equity and real estate each appear four times among the recorded focus areas. Venture capital, commercial real estate and agriculture each appear twice. Use these fields to guide your research, then confirm an office's mandate and current interest directly before approaching.
Indianapolis is the most represented city, with eight offices. The remaining entries include locations such as New Albany, Nora, Warsaw and Evansville. A city field indicates the office's listed location, not necessarily the geographic limit of its investment activity.
Start with a concise note that explains your business or fund, the opportunity, and why the office's stated focus appears relevant. Be specific about the role you are seeking, such as an investment, a conversation or feedback. Verify fit and preferred outreach channels before sending detailed materials.
The full list adds contact data, decision makers and check size fields to support more targeted research and outreach planning. The free page shows public firm-level fields, while contact details are withheld. These additions can help you assess fit, but they do not establish interest or guarantee a response.
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