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Next Gen Family Offices List

This page brings together 50 family offices identified for a next generation focus. The group is evenly split, with 25 single-family offices and 25 multi-family offices. Private equity, real estate and venture capital are the most frequently recorded investment interests. The profiles also include alternative investments, hedge funds, technology, fintech and fixed income. Twenty offices disclose assets under management. The United States has the largest country count, followed by Germany, while New York is the most represented city. Founding dates span 1918 to 2025, so the next generation angle does not mean every office is newly established. For founders, fund managers and advisers, the list offers a starting point to identify profiles for further review. Confirm investment fit and decision processes directly before treating a profile as an active prospect.

At a glance

  • The list has an even split of 25 single-family and 25 multi-family offices.
  • Private equity is recorded for 21 offices, real estate for 20 and venture capital for 18.
  • The United States accounts for 20 offices, followed by Germany with five.
  • Assets under management are disclosed for 20 offices.

Family office profiles (50)

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.

United States (20)

Patel Family Office LLC

Frisco, TX | Single family office | Founded 1955

Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate, Venture Capital
Wealth source
Patel family; hospitality and hotel businesses
  • Hospitality
  • Hotels
  • Multifamily Housing
  • Healthcare
  • Technology
  • Media

Wilks Brothers, LLC

Cisco, TX | Single family office | Founded 2011

Wilks Brothers is a family-controlled office formed to hold and invest the Wilks family's capital. The family built its wealth in masonry and hydraulic fracturing, and the office invests across energy, real estate, land, ranching, manufacturing, construction, and related businesses.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Private Credit, Real Estate, Public Equities, Direct Investments
Wealth source
Wilks family; proceeds from the sale of a hydraulic fracturing business
  • Energy
  • Oil and Gas
  • Oilfield Services
  • Real Estate
  • Land and Ranching
  • Manufacturing

Collaborative Capital Advisors LLC

New York, NY | Multi-family office

Collaborative Capital Advisors is a multi-family office offering investment opportunities, family office services, and philanthropic guidance to families and individuals.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Alternative Investments
  • Technology
  • Philanthropy

Baldwin Brothers LLC

Marion, MA | Multi-family office | Founded 1974

Baldwin Brothers is an independent wealth management firm providing investment advisory and family office services. Its services support families with wealth management and financial planning across generations.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Funds
  • Alternative Investments
  • Diversified Portfolios

2M Investment Partners, LLC

San Mateo, CA | Single family office | Founded 2017

2M Investment Partners is an investment partnership backed by a family office. It seeks to own and operate a concentrated portfolio of regional businesses, providing capital and operational support.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity
Wealth source
Not stated
  • Regional Businesses
  • Business Operations

Avestix Group

Jupiter, FL | Multi-family office | Founded 2017

Avestix Group is a woman-owned fund management firm and multi-family office that provides wealth architecture and alternative asset management. Its investment areas include commercial real estate and emerging technologies such as artificial intelligence and blockchain.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Public Equities, Digital Assets
  • Commercial Real Estate
  • Venture Capital
  • Public Equities
  • Digital Assets
  • Artificial Intelligence
  • Blockchain

Legacy Family Office, LLC

Bonita Springs, FL | Multi-family office | Founded 2006

Legacy Family Office is a multi-family office that advises families on financial and family capital. Its services include financial planning and planning for intergenerational wealth transfer.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Family Philanthropy
  • Financial Planning
  • Wealth Transfer

Living Well Family Office

Malibu, CA | Multi-family office | Founded 2014

Living Well Family Office is a multi-family office serving clients with a focus on long-term family needs.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated

Harvest Financial Advisors LLC

West Chester, OH | Multi-family office | Founded 1993

Harvest Financial Advisors is an independent multi-family office that advises families and individuals on wealth growth, protection and transition. It also helps families establish goals for current and future generations.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Family Planning
  • Wealth Transfer

Catalyst Family Office, LLC

Mountain View, CA | Multi-family office | Founded 2018

Catalyst Family Office is an independent multi-family office serving entrepreneurs, investors, executives and their families. It provides wealth strategy and financial reporting services tailored to family needs.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Real Estate
  • Aircraft
  • Vehicles
  • Other Assets

Omnia Family Wealth

Aventura, FL | Multi-family office | Founded 2015

Omnia Family Wealth is a multi-family office providing financial guidance and planning for clients and their families. Its services take an intergenerational approach to financial objectives and family legacy goals.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Fixed Income, Public Equities, Hedge Funds
  • Private Investments
  • Alternative Investments
  • Fixed Income
  • Global Equities
  • Hedge Funds

AWM Family Office

Phoenix, AZ | Single family office | Founded 2010

AWM Family Office provides wealth guidance and investment management for clients. Its investment access includes real estate, venture capital, private equity, and franchising.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity
Wealth source
Not stated
  • Real Estate
  • Venture Capital
  • Private Equity
  • Franchising

Blossom Wealth Management

Alamo, CA | Multi-family office | Founded 2009

Blossom Wealth Management provides financial services to wealthy families and works with their professional advisers. It also connects clients with resources related to lifestyle ventures and agricultural holdings.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds
  • Index Funds
  • ETFs
  • Mutual Funds
  • Agricultural Holdings
  • Wineries
  • Farms

True Family Enterprises

Foothill Ranch, CA | Single family office | Founded 2012

True Family Enterprises is a privately held family office involved in energy infrastructure projects that provide on-site power for data centers, manufacturing and distribution. Its stated interests also include media, fashion, real estate, food and beverage, health and beauty, private equity and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Infrastructure, Real Estate, Private Equity, Venture Capital
Wealth source
Not stated
  • Energy Infrastructure
  • Data Centers
  • Manufacturing
  • Real Estate
  • Food and Beverage
  • Venture Capital

Osbon Capital Management

Boston, MA | Multi-family office | Founded 2005

Osbon Capital Management provides investment management and family office services to families, entrepreneurs, and executives. Its investment focus includes technology trends such as e-commerce, cloud computing, semiconductors, artificial intelligence, advertising technology, digital healthcare, and digital finance.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Digital Assets, Funds
  • E-Commerce
  • Cloud Computing
  • Semiconductors
  • Artificial Intelligence
  • Digital Healthcare
  • Digital Finance

Kemmons Wilson Companies

Memphis, TN | Single family office | Founded 1948

Kemmons Wilson Companies is a single-family office established by the Wilson family. Its investment activities focus on aviation, financial services, hotels, insurance, real estate, and time sharing.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Wilson family; hospitality and hotel business
  • Aviation
  • Financial Services
  • Hotels
  • Insurance
  • Real Estate
  • Time Sharing

Avestar Capital LLC

New York, NY | Multi-family office | Founded 2017

Avestar Capital is a multifamily office providing cross-border advisory services across public and private markets. It serves families, entrepreneurs, corporations, and foundations with financial planning and investment advice.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity
  • Public Markets
  • Private Markets
  • Cross-Border Advisory
  • Financial Planning

Consultas LLC

Dallas, TX | Multi-family office | Founded 2018

Consultas is a multi family office providing financial and investment management services. Its stated investment areas include liquid and illiquid investments, real estate, commodities, and alternative investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Commodities, Private Equity, Hedge Funds, Real Estate
  • Liquid Investments
  • Equities
  • Fixed Income
  • Commodities
  • Alternatives
  • Illiquid Investments

The Friedman Family Office

Chicago, IL | Single family office | Founded 1970

The Friedman Family Office organizes the family’s investments and holdings, with interests spanning real estate development, property management, arts, philanthropy, social impact, business, and emerging technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Friedman family
  • Real Estate Development
  • Property Management
  • Arts
  • Philanthropy
  • Social Impact
  • Technology

Kapoor Family Office

New York, NY | Single family office

Kapoor Family Office manages and grows the Kapoor family's wealth through investments and philanthropic initiatives. It focuses on health and wellness, human connection, and ventures that support women-led businesses.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Not stated
  • Health and Wellness
  • Human Connection
  • Women-Led Businesses
  • Consumer Technology
  • Enterprise Software
  • Healthcare

Italy (1)

Edizione S.r.l.

Treviso, Italy | Single family office | Founded 1981

Edizione is a holding company controlled by the Benetton family. Its stated interests span transport and digital infrastructure, food and beverage, clothing and textiles, real estate, agriculture, and financial institutions.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Infrastructure, Real Estate
Wealth source
Benetton family
  • Transport Infrastructure
  • Digital Infrastructure
  • Food and Beverage
  • Clothing and Textiles
  • Real Estate
  • Agriculture

United Kingdom (3)

Middleton Enterprises

Newcastle Upon Tyne, United Kingdom | Single family office | Founded 1992

Middleton Enterprises is a single-family office investing in UK businesses, with a focus on growth capital for profitable companies. Its portfolio also includes listed equities and venture capital.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities
Wealth source
Middleton family; proceeds from the exit of HomeServe
  • Growth Capital
  • UK Businesses
  • Listed Equities
  • Venture Capital

Alphane Capital Limited

London, United Kingdom | Single family office | Founded 2018

Alphane Capital is a single-family office that invests across asset classes, with a focus on equities and foreign exchange. It applies quantitative and systematic strategies informed by research in scientific fields and machine learning.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Hedge Funds
Wealth source
Not stated
  • Equities
  • Foreign Exchange
  • Alternative Investments
  • Quantitative Strategies
  • Systematic Investing
  • Sustainable Investing

Miloro Capital

London, United Kingdom | Single family office | Founded 2025

Miloro Capital is a single-family office that invests in direct real estate, early-stage and growth opportunities, and commercial ventures. Its stated technology interests include software, artificial intelligence, blockchain, property technology, sports technology, and defense technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Direct Investments
Wealth source
Not stated
  • Real Estate
  • Commercial Ventures
  • Software
  • Artificial Intelligence
  • Blockchain
  • Sports Technology

Australia (1)

Candor Family Office Pty Ltd

Claremont, WA, Australia | Multi-family office | Founded 2004

Candor Family Office is a multi-family office that provides personalized services and investment opportunities to families and businesspeople. Its stated investment areas include public securities, real assets, private equity, venture capital and managed funds.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Funds
  • Public Equities
  • Listed Securities
  • Real Assets
  • Private Equity
  • Venture Capital
  • Resource-Adjacent Investments

Austria (2)

MGD Private

East Brisbane, QLD, Austria | Multi-family office | Founded 1976

MGD Private provides multi-family office and family office advisory services in Australia. Its services cover family and corporate governance, investment governance, succession planning, liquidity strategies and advice partnerships.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Infrastructure, Fixed Income, Hedge Funds
  • Family Governance
  • Corporate Governance
  • Investment Governance
  • Succession Planning
  • Liquidity Strategies
  • Advice Partnerships

Hansmann Family Office

Vienna, Austria | Single family office

Hansmann Family Office is a single family office that backs entrepreneurs, startups, and businesses through long-term investments and strategic partnerships. Its investment areas include venture capital, private equity, real estate, and public markets.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Public Equities, Funds
Wealth source
Hansmann family
  • Consumer
  • Deep Tech
  • Enterprise Software
  • Healthcare Technology
  • Real Estate
  • Cybersecurity

Germany (5)

Haus Fürstenberg Family Office

Donaueschingen, Germany | Single family office | Founded 2002

Haus Fürstenberg Family Office is the single-family office of the Fürstenberg family, bringing together its investment holdings, operating businesses, forests, residences, and cultural collections. Its activities include forestry, timber products, real estate, and financial investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Hedge Funds
Wealth source
Fürstenberg family
  • Financial Investments
  • Corporate Shareholdings
  • Forestry
  • Timber Industry
  • Real Estate
  • Cultural Collections

Tresono Family Office AG

Köln, Germany | Multi-family office | Founded 2011

Tresono advises business families and foundations on asset strategy and investments across capital markets, corporate investments, and real estate, with an emphasis on real assets. Its services also include operational support and preparation of the next generation for asset responsibilities.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Real Estate, Direct Investments
  • Capital Markets
  • Corporate Investments
  • Real Estate
  • Real Assets

DMB Dr. Dieter Murmann Beteiligungsgesellschaft mbH

Kiel, Germany | Single family office

DMB is the single family office for the Murmann family and combines the family’s business activities in a diversified industrial holding. It operates across six independent company groups and pursues growth through business development and acquisitions.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Murmann family; industrial businesses
  • Industrial
  • Technology
  • Transport
  • Commercial Shipping

RuhmReich GmbH

Dusseldorf, Germany | Multi-family office | Founded 2021

RuhmReich is a multi-family office serving professional athletes and their families. It provides support with asset management, wealth preservation, and intergenerational transfer.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Sports
  • Asset Management
  • Wealth Preservation
  • Succession Planning

von Aswegen

Germany | Single family office

von Aswegen is a private family office managing selected assets for the von Aswegen family. Its stated approach emphasizes heritage and conservative management of family assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Real Estate
Wealth source
von Aswegen family
  • Shares
  • Bonds
  • Real Estate
  • Portfolio Management

Switzerland (2)

Panzel Family Office

Morges, Switzerland | Multi-family office | Founded 1918

Panzel Family Office is an independent, family-run multi-family office. It provides services to families, including support for Norwegian families relocating to Switzerland and family continuity planning.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Family Office Services
  • Relocation Support
  • Succession Planning

Ammer Capital AG

Zug, Switzerland | Multi-family office | Founded 2018

Ammer Capital is a multi family office serving technology entrepreneurs and next generation wealth holders. It provides financial solutions and business guidance through different stages of entrepreneurship and wealth transition.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Technology
  • Mobile Communication

Norway (1)

Sundt AS

Oslo, Norway | Single family office | Founded 1995

Sundt AS manages the Sundt family's capital and related holdings following the sale of its stake in a shipping group. Its investment areas include listed equities, bonds, real estate, hospitality, private companies, and related assets.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Real Estate, Private Equity, Direct Investments
Wealth source
Sundt family; proceeds from the sale of a shipping business stake
  • Listed Equities
  • Bonds
  • Real Estate
  • Hospitality
  • Private Companies
  • Aviation

Canada (2)

Northland Wealth Management

Oakville, ON, Canada | Multi-family office | Founded 2011

Northland Wealth Management is an independent Canadian multi-family office and wealth advisory firm.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Hedge Funds, Private Credit, Digital Assets
  • Alternative Investments
  • Private Equity
  • Private Real Estate
  • Hedge Funds
  • Private Debt
  • Bitcoin

Hadley Family Office

Milton, ON, Canada | Single family office | Founded 2018

Hadley Family Office is a third-generation single-family office that invests in entrepreneurial acquisitions and search funds. It provides long-term capital and operational support to small and medium-sized businesses, with a focus on stable recurring revenue and simple operations.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Direct Investments, Funds
Wealth source
Hadley family; small-business operating experience
  • Entrepreneurial Acquisitions
  • Search Funds
  • Growth Equity
  • Recapitalizations

South Korea (1)

ALDER INVESTMENTS LTD.

Seoul, South Korea | Multi-family office | Founded 2016

Alder Investments is an independent multi-family office providing wealth management and related services. It supports families with capital allocation, portfolio management, wealth preservation, and succession planning across domestic and international asset classes.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Infrastructure, Private Credit, Hedge Funds
  • Wealth Management
  • Capital Allocation
  • Portfolio Management
  • Wealth Preservation
  • Succession Planning

India (1)

Chamaria Group

Delhi, India | Single family office

Chamaria Group manages the Chamaria family's strategic investments, industrial interests, and philanthropic capital. Its activities span cement, packaging, infrastructure, financial services, and other ventures.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Infrastructure
Wealth source
Chamaria family; timber, cement, packaging, infrastructure, and financial services
  • Mining
  • Share Trading
  • Packaging
  • Finance
  • Manufacturing
  • Mineral Exploration

Slovenia (1)

Albacore Family Office

Ljubljana, Slovenia | Multi-family office

Albacore Family Office is an independent financial services boutique providing financial advisory and private wealth services. It works with entrepreneurs and their families on wealth management and succession planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Financial Advisory
  • Private Wealth
  • Wealth Management
  • Succession Planning

United Arab Emirates (3)

House of Bijan

Dubai, United Arab Emirates | Single family office | Founded 2023

The House of Bijan is a single-family office investing family capital across public and private markets. Its investments include digital assets, artificial intelligence and data-centre infrastructure, venture capital, private equity, listed equities and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Digital Assets, Infrastructure, Venture Capital, Private Equity, Public Equities, Real Estate, Direct Investments
Wealth source
Alizadeh family; proceeds from digital assets and digital infrastructure
  • Artificial Intelligence
  • Data-Centre Infrastructure
  • Digital Assets
  • Venture Capital
  • Private Equity
  • Real Estate

Patrimium Multi Family Office FZCO

Dubai, United Arab Emirates | Multi-family office | Founded 2023

Patrimium is a multi-family office that provides wealth services to clients. It describes sustainable investing as a way to pursue financial returns alongside societal impact.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Fixed Income, Real Estate, Hedge Funds
  • Healthcare
  • Sustainability
  • Alternative Investments
  • Public Equities
  • Private Equity
  • Real Estate

GTCC Wealth

Dubai, United Arab Emirates | Single family office | Founded 2020

GTCC Wealth is a single-family office focused on private banking, global real estate, and private equity for startups. Its stated mission includes preserving and building family wealth and transferring family values to the next generation.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Private Banking
  • Global Real Estate
  • Startup Investment

Hong Kong (3)

Prosper Family Office Limited

Tsim Sha Tsui, Hong Kong | Multi-family office

Prosper Family Office is a Hong Kong multi-family office serving families through wealth structuring, investment management, trust and succession planning, family governance and next-generation education. Its services include support for family funds and trusts, with a focus on wealth preservation and intergenerational transfer.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Wealth Structuring
  • Investment Management
  • Trusts
  • Succession Planning
  • Family Governance
  • Next-Generation Education

Rockpool Capital Limited

Central, Hong Kong | Multi-family office | Founded 2017

Rockpool is a multi-family office platform providing wealth management services. Established by investment professionals, it serves the investment needs of clients in Asia.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Science
  • Technology
  • Post-IPO
  • Private Equity
  • Secondary Market
  • Seed Investments

Park Lane Capital Holdings Limited

Causeway Bay, Hong Kong | Single family office | Founded 2013

Park Lane Capital Holdings is a Hong Kong-based single-family office investing across private and public capital markets to support philanthropic projects.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Fixed Income
Wealth source
Not stated
  • Private Capital Markets
  • Public Capital Markets
  • Philanthropy

Brazil (1)

Investis Family Office

Sao Paulo, SP, Brazil | Single family office | Founded 2018

Investis Family Office is an independent single-family office focused on family wealth governance, investment strategy, risk management, succession planning, and continuity across generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Fixed Income, Real Estate, Infrastructure
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Listed Equities
  • Fixed Income
  • Real Estate
  • Infrastructure

Cayman Islands (1)

AX Global Ventures & Private Equity (a Levine Family Office Company)

Cayman Islands | Single family office | Founded 2022

AX Global Ventures & Private Equity is a Levine family office company focused on venture capital and private equity. Its stated sectors include technology, building, fintech, real estate, healthcare, and logistics and transportation.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate
Wealth source
Levine family
  • Technology
  • Building
  • Fintech
  • Real Estate
  • Healthcare
  • Logistics and Transportation

Liechtenstein (1)

Naydenov Family Office AG

Vaduz, Liechtenstein | Single family office | Founded 2021

Naydenov Family Office manages assets for members of the Naydenov family. The family's wealth originated with a business conglomerate and private bank founded by the family patriarch.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds, Funds
Wealth source
Naydenov family; business conglomerate and private bank
  • Real Estate
  • Private Equity Funds
  • Venture Capital Funds
  • Hedge Funds
  • Information Technology
  • Alternative Investments

Singapore (1)

Confideri Advisory Group

Singapore, Singapore | Multi-family office | Founded 2010

Confideri Advisory Group is a multi-family office providing services related to family wealth preservation, growth, transfer and management. It also advises on structuring family and business wealth.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Family Wealth Structuring
  • International Investment Products

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Questions about this list

Does next generation mean these offices were recently formed?

Not necessarily. Founding dates span 1918 to 2025, so the list’s next generation focus does not imply that all included offices are new. Review each profile for its structure, history and stated investment interests.

What office structures are included?

The list contains 25 single-family offices and 25 multi-family offices. The structure can shape how an office organizes investment research and decision making, but it does not alone determine whether a specific proposal is a fit.

Which investment interests appear most often?

Private equity appears for 21 offices, real estate for 20 and venture capital for 18. Other recorded interests include alternative investments and hedge funds. These counts describe profile information and should not be read as current mandates.

How can I approach an office on this list?

Review the office’s profile and focus areas before reaching out. Make your message specific to the investment theme, explain why the opportunity may fit, and keep the request clear. Verify the relevant decision maker and process before sending detailed materials.

What additional information is in the full list?

The full list adds contact data, decision makers and check size fields. This can make it easier to research fit and prepare an informed outreach plan. Use the form to request the full list; access does not guarantee a response, introduction or investment.

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