City list
This Naples list includes fourteen family offices: six single family offices and eight multi family offices. Recorded interests span alternative investments, private equity, venture capital, and real estate, each appearing in three profiles. The database also records family home office services, wealth and investment management, family and business CFO services, and business succession planning. These service areas can be useful context for advisors and business owners, though they do not necessarily indicate direct investment activity. AUM is disclosed for five offices. Founders and fund managers can use the list to find profiles for further fit research, while investors and advisors can review the range of office types and recorded interests. All listed profiles are located in Naples included.
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.
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.
Aulestia Wealth Management is an independent multi-family office and wealth management firm. It works with entrepreneurs, individuals, and families to manage complex financial affairs.
Aulestia Ventures is an independent multi-family office and wealth management firm serving entrepreneurs, individuals, and families. It provides support with financial affairs and the formation of family offices.
LUMA Capital is a multi-family office based in Naples, Florida. It manages private investments, family businesses, public market investments, and asset allocation.
Halstatt Legacy Partners is a family office focused on acquiring companies for long-term ownership. It supports entrepreneurs pursuing acquisitions with advice, diligence assistance and acquisition and growth capital.
RiverGlades Family Offices is a multi-family office providing investment management, family wealth consulting, and related services to individuals, families, and charitable organizations.
Fifth Avenue Family Office assists families with financial planning, governance and legacy planning. It reviews family assets and coordinates tailored solutions with internal teams and outside professionals.
Arcus Family Office Services is a multi family office providing bill payment, cash management, bookkeeping, financial reporting and year-end tax coordination. It also provides customized household, lifestyle and administrative services.
Horizon Partners is a private family investment holding company that uses its own capital to acquire and build private companies. It focuses on established businesses with a history of sales and earnings growth.
Dentonia Park is a single family office that stewards and grows family capital across generations. Its flexible mandate supports a long-term investment approach and selective engagement with other family offices and long-term investors.
DRD Investments is a family office based in Naples, Florida and Williamstown, Massachusetts. It manages hedge fund, real estate, venture capital and other financial assets for the Dion family.
KGF Capital Partners invests its own capital to build and grow businesses for the long term. Its activities include platform investments, add-on acquisitions, and minority investments in niche manufacturing, business and consumer services, and value-added distribution.
Collier Family Office owns, operates, and leases real estate properties, including office buildings.
KrisDan Management is a single-family office making direct investments in companies at various stages, with an emphasis on middle-market businesses.
340 events hosted since 2007, from summits to small workshops.
The page includes six single family offices and eight multi family offices, all listed in Naples. It also records investment and service interests, which can help researchers distinguish profiles for follow-up. The city list does not include nearby additions.
Alternative investments, private equity, venture capital, and real estate each appear in three profiles. Other recorded interests include family office services, wealth and investment management, CFO services, and business succession planning. These labels describe profile data and do not establish a current investment mandate.
Check the profile for relevant investment interests and office type, then send a focused note that explains the opportunity and why it may fit. Be specific about your business, fund, or transaction, and avoid treating service-oriented profile areas as evidence that the office invests directly.
The profiles include a mix of recorded investment interests and service areas, such as family office services, wealth management, CFO services, and succession planning. Review the firm-level details carefully to determine whether a profile is relevant to capital raising, advisory work, or another research purpose.
The full list adds contact data, decision makers, and check size fields. These can help you research potential fit and plan outreach more efficiently. Requesting the information does not provide introductions or promise investment, funding, or any other outcome.
Request the full list
Submit the form to request the full list with contact data, decision makers, and check size fields. The additional fields can help you assess which Naples profiles are relevant to your research or outreach. No introductions, funding, or outcomes are promised.
Details that help us respond:
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.