City list
The Minneapolis list contains ten family offices, split between four single family offices and six multi family offices. Private equity is the most frequently recorded investment focus, appearing in three profiles. Consumer products and manufacturing each appear twice, alongside interests such as public equity, fixed income, and buyouts. One profile uses the phrase “Ascent Preservation Wealth Growth,” and another contains an unclear focus label, so those entries may need closer review. AUM is disclosed for four offices. Founders and business owners can use the list to identify profiles for further fit checks, while fund managers and advisors can compare office types and stated areas of interest.
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.
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.
Sawmill Trust Company is a multi-family office supporting families across generations. It was established by the Brooks family to manage proceeds from the sale of a forest products business.
Okabena provides investment and wealth management services to families, individuals, and nonprofit organizations. Founded to serve the Dayton family, it also works with foundations, endowments, associations, and other tax-exempt entities.
JNBA Financial Advisors is an independent, fee-only wealth management and multi-family office firm based in Minneapolis. It provides asset management, financial planning, and family office advisory services.
White Oaks Wealth Advisors provides family office services and private asset management tailored to clients’ financial objectives and needs. Its approach includes customized wealth management and independent advice.
Waypoint Capital Advisors is a multi-family office supporting families with multi-generational wealth matters. Its services include coordination, cost management, and due diligence.
Pohlad Companies is a single-family office for the Pohlad family, stewarding a permanent capital base and a portfolio of operating businesses. Its investments and businesses span commercial real estate, automotive, sports and entertainment, and private investing.
Olympus Ventures is the family office and private investment company of the Schulze family. Its portfolio includes commercial real estate, public and private equities, and alternative investments, with a focus on industrial, healthcare, and multifamily properties.
Lake Harriet Capital manages investment assets for a family and invests its own capital alongside that of other family offices and institutions. Its strategies focus on commercial real estate, consumer products, and airline and aircraft businesses.
Hunter Trust is a private family investment office managing the Hunter family's private equity interests. Its investments include private equity, operating businesses, and search funds.
340 events hosted since 2007, from summits to small workshops.
It contains ten profiles located in Minneapolis to the city list. The profiles include both single family and multi family offices. The count describes the records included in this page, not every family office that may operate in the wider region.
Private equity appears most often, followed by consumer products and manufacturing. Other recorded areas include public equity, fixed income, and buyouts. Some profile labels are less clear than others, so treat the listed focus as a research lead and confirm details before relying on it.
Review each profile for office type and relevant investment interests, then tailor a concise inquiry to the office's stated focus. Explain your business or fund, the opportunity, and why you believe there may be a fit. A database profile alone does not confirm active interest or a current mandate.
No. AUM is a firm-level disclosure and does not indicate how much capital an office may allocate to a particular opportunity. The list records disclosed AUM for four profiles; fit, decision process, and investment capacity require further research.
The full list includes contact data, decision makers, and check size fields to support more detailed research and outreach planning. The request does not include introductions and does not guarantee that an office will respond, invest, or meet a particular outcome.
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