State list
This Iowa page contains five offices associated with the state and adds ten nearby offices to broaden regional coverage. The listed Iowa offices are recorded as one single-family office and four multifamily offices. Cedar Rapids accounts for three entries, while West Des Moines accounts for two. Real estate is the most common focus among the state entries, appearing three times; the other recorded interests include transportation, logistics, insurance, information technology services, construction and health care. This compact set can be a starting point for founders, fund managers and advisers exploring capital sources in Iowa and the surrounding area. The nearby additions are useful when a mandate or business location crosses state lines, but should be assessed separately from Iowa-based offices. Public firm-level fields appear on this page. The full list adds contact data, decision makers and check size fields for more directed research.
Coverage among Iowa-based offices 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.
Hillcrest Holdings is a family-owned investment company that owns and grows middle-market businesses and holds related real estate. Its stated areas include transportation and logistics, insurance, information technology services and construction.
World Trend Financial provides multi-family office services through its financial advisory and broker-dealer businesses.
GRIT Family Office is a multi-family office that helps families manage the complexities associated with wealth. Its services focus on simplifying family affairs and supporting their needs.
Valiant Wealth is a multi family office and financial planning firm that works with high net worth clients on their financial affairs.
Legacy Bridge is a multi-family office established by a founding family and opened to other families. It provides investment, advisory, and family office services.
More family offices from nearby areas.
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.
Cresset Family Office provides multi-family office services for clients managing wealth. Its stated offerings include private investments, estate and wealth transfer planning, tax planning, trust services, banking, and lending.
CTC | myCFO is a wealth consulting firm serving affluent individuals, families, and family offices. It provides investment consulting and multi-family office services.
Meristem and Cresset formed a multi-family office serving clients across multiple markets. The firm combines the two organizations' family wealth and asset management businesses.
Henry Crown and Company manages investments across publicly traded securities, real estate, investment funds, and privately held operating companies. Its subsidiary holding company manages wholly owned businesses.
Gresham Partners is an independent investment and wealth management firm serving families and family offices. It provides access to external investment managers across asset classes alongside wealth planning and management services.
TMG Family Office is a multi-family office providing fiduciary wealth guidance to families. Its approach includes integrated planning and a multi-generational focus.
Ascent Private Capital Management of U.S. Bank provides wealth management and multi-family office services to individuals and families. Its clients include those seeking to support their communities through their wealth.
Council Ring Capital is an investment firm affiliated with a single family. It invests in publicly traded and privately held companies, sponsor-backed businesses and third-party investment funds.
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.
Coverage among Iowa-based offices 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.
The page includes five offices associated with Iowa, plus ten nearby offices added for regional coverage. The nearby entries broaden the search area and should not be counted as Iowa-based offices. The Iowa entries include one single-family office and four multifamily offices.
Cedar Rapids accounts for three listed offices, and West Des Moines accounts for two. Those are the cities recorded for the Iowa entries in this page's data. A listed location does not necessarily show where an office will consider investments.
Real estate is the most common recorded focus, appearing for three offices. Other listed interests include transportation, logistics, insurance, information technology services, construction and health care. These are database focus fields, so confirm the specific mandate and fit before treating any as an active investment priority.
Make clear whether your opportunity relates to Iowa or the broader region, and connect it to the office's stated investment focus. Keep the first message concise, explain what you are asking for, and share only the materials needed to evaluate fit. Check the office's preferred contact route before sending confidential information.
The full list adds contact data, decision makers and check size fields. These can help distinguish relevant Iowa prospects from nearby offices and prepare a more specific outreach plan. The free page withholds contact details, and the additional fields do not imply that an office is seeking opportunities.
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Request the full list through the form to access contact data, decision makers and check size fields. The added detail can help you compare Iowa entries with nearby offices and focus research on those whose recorded interests align with your opportunity.
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