City list
The Palm Beach list contains 23 profiles across three recorded cities: West Palm Beach has 12, Palm Beach has 10, and Palm Beach Gardens has one. All are recorded in the United States. The database classifies 17 as single-family offices and six as multi-family offices. Venture capital appears as a focus category for five profiles, while private equity and real estate each appear for four. Technology and manufacturing each appear for three profiles. Direct investments, financial services, and business services are recorded for two profiles each. Assets under management are disclosed for seven profiles, and founding dates span 1989 to 2022. These fields can help founders, fund managers, investors, and advisors shape an initial research shortlist. Treat focus tags as recorded profile information, then investigate fit and approach each office on its own terms.
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.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
Castle Island is a multi-family office platform providing public and private investment services, banking, tax and accounting, and cash flow management. It also offers multi-generational planning and asset management.
MD Capital and Wealth Management is a multi-family office serving individuals, families, and professional groups. Its services include wealth management, risk management, investment counseling, and estate and trust services.
Lindeque Family Office manages the wealth of the Lindeque family. Its stated investment areas include commercial real estate, technology, venture capital, and public markets.
Pax Fortis is a multi-family office making direct investments in private opportunities. Its stated investment approach involves working with entrepreneurs, operators, and investors.
Affiliated Private Investors is a privately held multi-family office that provides investment advisory services to private investors, families, and related entities.
Inclenberg Investments manages the Gochman family's capital through direct real estate investments. Its projects include industrial and warehouse properties, offices, medical facilities, and student housing.
Forty Four Holdings is a single-family investment office investing across private and public markets. Its source text describes direct deals and investments across a range of industries and geographies.
Avtar Investments manages family assets for the Patel family. The family founded a pharmaceutical company and other businesses.
The office provides accounting oversight and related functions for a single family office and venture capital firm. Its stated interests include startups, oil and gas, staffing, information technology, and manufacturing.
Esko is a single-family office based in West Palm Beach, Florida.
Soref Family SFO describes its work as impact investing and philanthropy, including regenerative real estate and land development, climate technology, economic development, and media. Its stated interests also include blockchain and community projects.
Gonzalez Family Office manages investments for the Gonzalez family, including direct real estate and alternative investments. Its activities include multifamily housing and mixed-use office and retail properties, alongside operating businesses in specialty engineering tax services.
Camelot Family Office is a private investment group and family office investing primarily in direct-to-consumer growth companies. Its areas of interest include e-commerce, health and fitness, technology, healthcare, and other core businesses.
CS Wilton Group is a single-family office that actively manages interests across financial services, telecommunications, data storage, consumer products and documentary film production.
Zarro Family Office is a single-family office focused on private markets investments. Its stated areas include private equity, energy sector analysis, and investment banking.
The Fried Family Office is a single family office serving the Fried family. Its stated investment focus is direct investing and private equity.
KAD Companies is a single-family office and private investment company. The available description does not provide further detail about its investment activities.
Brown Holdings Family Office manages corporate office operations and supports financial, legal and strategic matters. Its stated areas include venture capital, operating company operations and business planning.
Wish Investments is a single-family office with public and private investments. Its stated areas include venture capital and public safety innovation.
Munster Family Office is a single-family office for the Munster family.
Rugger Management is a single-family office focused on long-term, risk-adjusted returns through direct investments and partnerships with investment managers.
Sunrise Management Services is a family office that provides family office services for a single family.
340 events hosted since 2007, from summits to small workshops.
The 23 profiles are recorded across West Palm Beach, Palm Beach, and Palm Beach Gardens. The statistics show 12 in West Palm Beach, 10 in Palm Beach, and one in Palm Beach Gardens.
The database classifies 17 profiles as single-family offices and six as multi-family offices. Venture capital appears for five profiles; private equity and real estate each appear for four. Technology and manufacturing each appear for three. These categories describe recorded profile information and should be checked against each office's public details.
Start with the individual profile and tailor your note to the office's recorded interests and type. Explain what your company or fund does, what you are seeking, and why the opportunity may be relevant. Keep claims specific and avoid assuming that a location or focus tag signals active interest.
The full list adds contact data, decision makers, and check size fields to the public firm-level information shown on this free page. These fields can help you screen records and plan your own research. The request does not include introductions or promise funding, a reply, or any other result.
Assets under management are disclosed for seven profiles, and the recorded founding dates span 1989 to 2022. the profiles on this page do not state AUM amounts. These fields provide context for reviewing profiles, but they do not alone establish investment fit or activity.
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