State list
This Minnesota list contains 23 family office profiles. Minneapolis has the largest city count, with Wayzata and Minnetonka also represented. The profiles include 11 single-family offices and 12 multi-family offices, a nearly even split. Private equity is the most frequently recorded focus, followed by venture capital, real estate and hedge funds. the profiles on this page also show interests in fixed income, consumer products, manufacturing and ascent preservation wealth growth. AUM is disclosed for 8 profiles, so the page provides disclosure information for part of the list rather than every firm. Founders and fund managers can use the focus categories to shape a first-pass prospect set, while investors and advisors can use the profiles to study the state’s family office coverage. Review the public firm-level information to assess fit, since a listed category by itself does not establish an active investment mandate.
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.
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.
Carlson Private Capital Partners invests family capital in businesses, providing equity and resources to support long term growth. The firm works with founders and management teams as they develop their businesses.
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.
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.
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.
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.
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.
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.
Waypoint Capital Advisors is a multi-family office supporting families with multi-generational wealth matters. Its services include coordination, cost management, and due diligence.
Fiduciary Counselling, Inc. is the single-family office for the Weyerhaeuser family. Its stated investment areas include private equity, venture capital, real estate, and hedge funds.
Venitage is a multi-family office that helps families define and pursue long-term financial and personal goals. It works with families and their existing professional advisors and can introduce advisors for needs not otherwise covered.
Phillip James Private Client Services is a multi-family office operated by an independent, fee-only advisory practice. It integrates financial planning, investment, tax, and accounting services.
Envision Company is a family office established after the sale of a family-owned manufacturing business. It invests directly in privately held businesses, drawing on experience in business growth.
Loyd & Co. is a single-family office focused on asset management and direct and indirect investments. Its stated areas include principal trading, real estate, private equity and venture capital.
Waycrosse is a single-family office based in Wayzata, Minnesota. It provides wealth management services that include investments, tax, insurance, and legal services.
Dougherty Multi Family Office provides holistic, values-oriented wealth management for families, with an emphasis on managing wealth and supporting long-term family goals.
Green Wealth Management Group is a single-family office that helps clients with personal financial strategies. Its stated investment areas include real estate and private equity.
J.M. Arbour is a multi-family office serving individuals, families and entrepreneurs. It coordinates investment, insurance, legal, tax, security and lifestyle matters as part of wealth building, protection and transition.
Olson Wealth Group is a multi-family office and independent wealth management firm. It focuses on legacy planning, business succession and family office services for women, business owners and first-generation wealth creators.
HRK Group is a single-family office for the Andersen window family. Its stated areas include arts, private equity, venture capital, and hedge funds.
340 events hosted since 2007, from summits to small workshops.
There are 23 profiles in the Minnesota state list. The statistics classify 11 as single-family offices and 12 as multi-family offices. Minneapolis has the largest city count, with Wayzata and Minnetonka also represented.
Private equity is the most frequently listed focus. The statistics also include venture capital, real estate, hedge funds, fixed income, consumer products, manufacturing and ascent preservation wealth growth. Check the public profile for context on how each category relates to the firm’s activities.
AUM is disclosed for 8 profiles. the profiles on this page do not show disclosed AUM for the other profiles. Treat missing figures as undisclosed, rather than as a measure of asset size or proof that a firm cannot fit your search.
Use the listed focus and location to narrow your targets, then explain why your company, fund or research need may be relevant to each firm. Keep the initial message focused on the opportunity, stage and capital needs. Contact details are withheld from the free page.
The full list is available by request through the form and adds contact data, decision makers and check size fields. These details support more directed prospect research and outreach planning. They do not promise introductions, funding or outcomes.
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