State list
This page provides a starting point for researching family offices connected to North Dakota. No offices are listed as based in the state in this database view, so the page adds 15 nearby firms to offer a broader regional set of profiles. That distinction matters when you are assessing geographic fit: a nearby office may be worth researching, but its presence here does not establish a North Dakota office or an interest in a particular opportunity. The list is useful for founders, fund managers, investors, and advisors building an initial research set. Review each public profile for the firm's stated investment focus and other available firm-level information, then assess fit against your own geography, stage, sector, and capital needs. Treat the page as a research aid rather than a signal of active investment appetite. For a wider search, the team can help scope offices against more specific criteria.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
More family offices from nearby areas.
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.
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.
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.
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.
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.
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.
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.
Avalon Capital Group is a single-family office and private investment company of the Waitt family. Its investments span public and private markets, including technology, health care, finance, real estate and entertainment.
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.
Wolff Family Office is a single-family office providing services and asset management for the Wolff family. Its priorities include capital allocation, wealth preservation and risk management.
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.
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.
Schwan Financial Group provides financial services to individuals and families, including portfolio design and management, estate and tax planning, risk management and business succession support. Its approach is based on services tailored to client priorities.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
No. The page records zero offices listed in North Dakota. It includes 15 nearby offices as a regional research starting point. Check each profile's public details to judge whether its location and investment focus are relevant to your search.
The nearby firms broaden the set when the state itself has no listed offices in this database view. Their inclusion indicates regional proximity for research purposes, not that they operate in North Dakota or invest there.
Start by reviewing the public profile and confirming that its stated focus fits your sector, geography, and investment stage. Send a concise, tailored note that explains the opportunity and why you believe it is relevant. Avoid assuming proximity means investment interest.
The free page shows public firm-level fields included in each profile. Contact details are withheld. The profiles can help you build and refine a research set, but the page does not establish whether an office is actively reviewing opportunities.
The full list adds contact data, decision makers, and check size fields to support more targeted research. You can request it through the form. Requesting the list does not provide introductions or guarantee funding or any other outcome.
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