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.
F.N.B. Private Family Wealth
Pittsburgh, PA | Multi-family office | Founded 2026
F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Infrastructure, Commodities
Evertern Wealth
Naples, FL | Multi-family office | Founded 2026
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.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Eyra Family Office
Humacao, United States | Multi-family office | Founded 2026
EYRA is a multi-family office providing wealth coordination, planning and legacy advisory services. Its services include investment management, tax and estate planning, risk management, family governance and private banking solutions.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Digital Assets
Alt+J Holdings
Los Angeles, CA | Multi-family office | Founded 2026
Alt+J Holdings is a private investment firm and multi-family office focused on lower middle-market businesses. It invests in companies across services, consumer, and traditional industry sectors through control recapitalizations, founder transitions, carve-outs, special situations, and technology-enabled transformations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
Prime Family Office
Carlsbad, CA | Multi-family office | Founded 2026
Prime Family Office is a multi-family office working with company founders before and after major liquidity events. Its services include planning for transactions, investment portfolios, trusts, asset protection, insurance, and risk management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Funds, Hedge Funds
The Magan Group
Charlotte, NC | Single family office | Founded 2026
The Magan Group is a single-family office that invests its own capital in corporate carveouts and divestitures. Its stated sectors include manufacturing, industrial services, software, logistics, consumer products, distribution, specialty chemicals, and media.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Magan family
Paul Family Office
Dallas, TX | Single family office | Founded 2026
Paul Family Office is a single family office based in Dallas, Texas. Its stated investment activity is venture capital.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Venture Capital, Funds
- Wealth source
- Not stated
Avanti Capital
Casselberry, FL | Multi-family office | Founded 2026
Avanti Capital is a multi-generational family office investing in real estate, green energy, and high-growth businesses.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
Sagard Holdings
New York, NY | Multi-family office | Founded 2025
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Real Estate
Loxahatchee Capital
Tequesta, FL | Multi-family office | Founded 2025
Loxahatchee Capital is a multi-family office providing wealth planning, investment management, estate and tax strategies, and generational stewardship. Its stated investment areas include private equity, venture capital, hedge funds, alternative investments, and technology.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
Cambient Family Office, LLC
Ada, MI | Multi-family office | Founded 2025
Cambient Family Office is an independent multi-family office serving families, private foundations, and entrepreneurs. Its services include investment management, tax strategy, estate planning, and risk mitigation.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
Xception Family Office, LLC
Atlanta, GA | Multi-family office | Founded 2025
Xception Family Office is a multi-family office providing wealth management services and planning for families, entrepreneurs, and business owners. Its investment services cover public and private markets.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Private Credit, Public Equities, Fixed Income, Commodities
Five Eleven Partners LLC
Garden City, NY | Multi-family office | Founded 2025
Five Eleven Partners provides family office services to families, with investment solutions tailored to their goals and values. Its stated investment areas include publicly traded securities, private investments, hedge funds, and real estate-related investments.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate, Funds
LL3 Ventures
San Francisco, CA | Single family office | Founded 2025
LL3 Ventures is a single-family office investment vehicle backed by three generations of the Leichtman Levine family. It invests in early-stage startups and selected fund managers, with a focus on seed-stage companies that have launched a product and are generating early revenue.
- AUM range
- Under $50M
- Check size
- $25,000 to $500,000+
- Asset classes
- Venture Capital, Private Equity, Funds
- Wealth source
- Leichtman Levine family
Lupine Crest Capital
San Francisco, CA | Single family office | Founded 2025
Lupine Crest Capital is a family office with experience in the private equity industry.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
- Wealth source
- Conte family; private equity
Ardenwood Advisors, LLC
Palo Alto, CA | Multi-family office | Founded 2025
Ardenwood Advisors is a multi-family office and registered investment advisor serving families, entrepreneurs, and family offices. Its stated investment areas include private equity, real estate, and hedge funds.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Funds
JWL Partners LLC
Plainfield, IL | Single family office | Founded 2025
JWL Partners is a family office that partners with businesses and management teams seeking growth. Its founding families bring experience across energy, chemicals, real estate, insurance, consumer goods, manufacturing, distribution, automotive, and technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Verita Strategic Wealth Partners LLC
San Francisco, CA | Multi-family office | Founded 2025
Verita Strategic Wealth Partners is an investment and multi-family office serving founders, creators, and families. It provides wealth strategy, investment guidance, and personalized support across family, community, and legacy matters.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Family Office Partners LLC
Lafayette, LA | Multi-family office | Founded 2025
Family Office Partners is a multi-family office that provides families with family office services through a partnership with an integrated wealth platform. Its described capabilities include custody, reporting, and personalized support for multigenerational wealth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Brandy L. Wilson
San Francisco, CA | Multi-family office | Founded 2025
Provides advisory services to families, family leaders, and institutional collaborators. The work includes operational and strategic guidance across family offices and multigenerational family matters.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Dozer Capital LLC
Charlotte, NC | Single family office | Founded 2025
Dozer Capital is a single-family office based in Charlotte that acquires established businesses. It works with business owners seeking a transition and targets companies with a history and potential for growth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Dishmi Capital, LLC
Pasadena, CA | Multi-family office | Founded 2025
Dishmi Capital is a global multi-family office focused on tax-aware investing and alternative investments. Its stated areas of experience include institutional asset management, venture capital, private equity and hedge funds.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Hedge Funds
Watts Advisors Family Office
Walnut Creek, CA | Single family office | Founded 2025
Watts Advisors Family Office provides financial advice focused on tax planning and personal wealth. It offers tailored solutions for financial planning needs.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Cavender Family Office
San Antonio, TX | Single family office | Founded 2025
Cavender Family Office is a single-family office for the Cavender family.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Cavender family
Santa Barbara Management
Chicago, IL | Multi-family office | Founded 2025
Santa Barbara Management provides fractional family office services to entrepreneurs and their families. It offers wealth management expertise and infrastructure intended to support clients across generations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Private Multigenerational Family Office
Corona del Mar, CA | Single family office | Founded 2025
Private Multigenerational Family Office is a single-family office serving the Dedic family.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Dedic family
Kaufman Family Office
Jersey City, NJ | Single family office | Founded 2024
Kaufman Family Office focuses on real estate investments, acquisitions, asset management, and capital markets. Its stated property experience includes office, retail, and industrial real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Kaufman family
LinePoint Partners & Co., LLC
Los Angeles, CA | Multi-family office | Founded 2024
LinePoint Partners & Co. provides an affiliation platform for financial advisers and single-family office executives. The firm’s platform supports independent practice operations and services for their high-net-worth clients.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Funds, Hedge Funds, Private Credit, Private Equity, Venture Capital, Real Estate
The Darmen Group
Sheridan, WY | Multi-family office | Founded 2024
The Darmen Group provides outsourced family office services, including tax planning, risk management, investments, concierge support, and legacy planning. It offers full-service or targeted assistance tailored to client needs.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
Acropolis Capital Partners
Houston, TX | Multi-family office | Founded 2024
Acropolis Capital Partners is a multi-family office serving families and business owners across wealth management needs. Its services include investment advisory, financial planning, risk management, estate planning, tax management, philanthropy and family governance.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
WSL Family Office & Private Wealth Management, LLC
Wayne, PA | Single family office | Founded 2024
WSL Family Office provides wealth management and advisory services to families and entrepreneurs. Its services include investment management, business advice, family governance, estate planning, and tax coordination.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Velvet Hammer Capital
Jupiter, FL | Single family office | Founded 2024
Velvet Hammer Capital is an investment and operating platform associated with the Young family. It acquires, invests in and supports the growth of founder-led businesses across industries.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Direct Investments
- Wealth source
- Young family