City list
This page lists 2 family offices associated with Jacksonville and adds 13 nearby offices, making the regional coverage substantially broader than the city specific set. The local group includes 1 single family office and 1 multi family office. Public focus labels for the Jacksonville entries include real estate for both, with public and private equities and venture capital opportunities also represented. No AUM is disclosed for the 2 local offices, and the profiles on this page does not include a founding date range. Founders, fund managers, investors and advisors can use the page as an initial research aid, while checking whether nearby profiles match their target geography and investment criteria. The available fields help frame diligence, but do not establish a current mandate, available capital or check size. Verify each profile and contact process before outreach.
Coverage here 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.
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.
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.
More family offices from nearby areas.
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.
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.
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.
Compound Family Offices is a fee-only multi-family office based in Sarasota, Florida. It advises families on managing wealth and planning their legacy.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
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.
Providence Family Offices is an administrative multi-family office serving individuals, families, and single and multi-family offices. It provides private wealth administration and family trust company administration.
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.
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.
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.
Evertern Wealth is an independent multi-family office providing coordinated wealth management services to families, entrepreneurs, and executives. Its services include investment management, tax, estate planning, and governance.
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.
Coverage here 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 lists 2 offices associated with Jacksonville and adds 13 nearby offices. The local group includes one single family office and one multi family office. Nearby coverage expands the research pool, but check each profile’s location and investment criteria before treating it as relevant to a Jacksonville focused search.
Real estate appears in both Jacksonville focus labels. Public and private equities and venture capital opportunities also appear in the profiles on this page. These descriptors can help frame initial research, but do not show whether an office is actively investing or whether a particular opportunity fits its mandate.
No AUM is disclosed for the 2 Jacksonville offices in the profiles on this page. The absence of a public figure does not indicate the size of an office or its capacity to invest. Check other public sources and seek confirmation before drawing conclusions about available capital or check size.
Prepare a brief, tailored introduction that explains your business or fund, the opportunity, geography and capital sought. Connect the proposal to the office’s recorded interests where relevant, and provide clear evidence of progress and terms. Verify the right decision maker and follow the office’s preferred contact process.
The full list adds contact data, decision makers and check size fields to support deeper research and outreach planning across the city and nearby area. These fields can help you assess fit and identify relevant contacts. The request does not include introductions or promise funding, a response or any other outcome.
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