City list
The Lake Tahoe page contains one listed family office, located in Incline Village, plus ten nearby additions. The listed profile is a multi-family office based in the United States. Its recorded areas of focus span merchant banking, asset management, wealth management, liquidity solutions, sustainability, technology, finance, and SPACs. No AUM disclosure is recorded for the listed office, and the listed founded-date range is a single year. This is a narrow set of city-level coverage, so founders, fund managers, investors, and advisors may want to look across the nearby profiles or broaden the geographic scope. Use the focus labels to guide initial screening, then confirm the firm’s current interests and investment process before making contact.
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.
SoHo Capital is a multi-family office that provides investment, asset and wealth management services. The firm states that it grew from a single-family office into a multi-family office serving families and estates.
More family offices from nearby areas.
Rockwell Capital is a family office that invests in cryptocurrency and provides educational content about cryptocurrency and blockchain technology. Its stated activities also relate to financial payments and banking infrastructure.
Kingsbridge Wealth Management is a multi-family office and investment adviser serving families and related entities. It also manages a private placement fund.
Redhills Ventures is a private family investment firm that invests the Chaltiel family’s capital. Its stated areas of activity include finance, information technology, healthcare, and real estate.
Green Mesa Capital is an independently operated single-family office focused on institutional real estate in North America and Western Europe. Its portfolio includes venture, private debt, private equity, and marketable securities.
Sahara Investment Group is a multi-family office and alternative investment manager serving families and individuals. It offers real estate debt and equity strategies.
NSG Capital Partners is the single-family office for the Gupta family. It manages a diversified portfolio and partners with real estate developers, fund managers, and founders.
RD Heritage Group is a multi-family office partnership with interests in energy, healthcare, technology, agriculture and real estate. Its stated areas include energy asset acquisitions, healthcare roll-ups and renewable energy.
The Goodrich Organization invests in middle-market home services companies, real estate ventures and technology companies. It was founded following the sale of an air conditioning and plumbing business.
Longbow Technology Ventures is a single-family office focused on investments in green energy technology, transportation, food and agriculture, and human biology.
CNM is a single family office that owns, invests in, develops, leases and sells real and personal property acquired on behalf of the company.
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 single listed office is in Incline Village, Nevada. Ten nearby additions extend the page’s regional coverage. If your search depends on a particular side of the Lake Tahoe area or a specific distance, check the location of each individual profile.
The listed profile is a multi-family office. The statistics do not record a single-family office for this page. The nearby additions provide additional regional profiles, so review their individual details if your search includes offices beyond the core listing.
The profile records merchant banking, asset management, wealth management, liquidity solutions, sustainability, technology, finance, and SPACs. These labels describe the available firm-level profile information. They do not confirm that the office is actively pursuing opportunities in each area.
Tie your opening note to one or two of the office’s recorded focus areas and explain the relevance in concrete terms. Give a short description of your company, fund, or research need, then ask about the right process and contact. Confirm current interests before preparing a longer submission.
The full list adds contact data, decision makers, and check size fields for more targeted research. That information can help you assess whether an office may be relevant before investing time in outreach. Submit the form to request the full list.
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