City list
This Phoenix family office list covers 9 firms based in the city, including 4 single-family offices and 5 multi-family offices. The reported investment interests include private equity and real estate, with 4 firms in each category, and venture capital, with 3. Other recorded interests include tax planning, professional athletes, business owners, entrepreneurs and high-net-worth clients. The database also includes 6 nearby offices for visitors whose search can extend beyond Phoenix. Two listed firms disclose assets under management, while founding dates in the profiles range from 1985 to 2011. These details can help founders, fund managers and advisors decide which profiles merit closer research. Use the list to compare stated focus areas and firm types, then check each office’s investment criteria before making contact. A recorded interest is a starting point for research, not confirmation that a firm is actively seeking a particular opportunity.
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.
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.
AWM Capital is a multi-family office providing comprehensive wealth services and support for clients' financial planning. Its stated areas include private equity, venture capital, and real estate.
TFO Phoenix is a multi-family office and registered investment adviser serving families and institutions. It helps families connect wealth with their goals and plan for transitions.
Heritage Family Offices is a multidisciplinary firm serving families with wealth preservation, financial planning, investment management, and strategic tax planning.
TFO Family Office Partners provides independent advice to families seeking to align their wealth with their goals. Its services bring together financial and tax advice in support of long-term planning.
Lodmell Family Office is a multi-family office firm based in Phoenix, Arizona.
AWM Family Office provides wealth guidance and investment management for clients. Its investment access includes real estate, venture capital, private equity, and franchising.
Pivotal Group is a single-family office and private equity investment firm that invests internal capital. It generally seeks controlling interests in companies and focuses on corporate divestitures and standalone firms seeking a strategic capital partner.
TMV Investments is a family office that makes minority investments in home services, technology, and commercial real estate. It also cites plastics manufacturing and consumer and healthcare sectors among its areas.
Day Family Office oversees a range of family-related activities and affairs for the Day family.
More family offices from nearby areas.
Belpointe operates as a multi-family office, making private investments and providing wealth management, legal, and real estate services.
Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.
The Jaggi Family Office manages family wealth through investments in real estate and early-stage technology. Its real estate activity includes acquisitions and development across property sectors, with a focus on build-to-rent projects.
DPG Investments is a multi-strategy family office private investor. The available description notes deal activity but does not specify investment sectors or asset classes.
Bennett & Porter operates as a multi-family office, providing wealth management and insurance services to individuals, families, and businesses.
Riley Resources is a single family office overseeing investments in public and private equities, alternative investments, and a technology business.
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.
The page lists 9 offices based in Phoenix. It also includes 6 nearby offices for searches that can extend beyond the city. The listed firms comprise 4 single-family offices and 5 multi-family offices.
Private equity and real estate are each recorded for 4 offices, while venture capital appears for 3. The database also records interests such as tax planning and work with professional athletes, business owners, entrepreneurs and high-net-worth clients. These are profile categories, not promises of current investment activity.
Start with a concise note that connects your opportunity to the office’s stated focus, stage and geography. Explain the business or fund, the capital sought and why the recipient may be relevant. Check the firm’s criteria before sharing sensitive material, and use a respectful follow-up cadence.
Assets under management are disclosed for 2 of the listed firms. The remaining profiles do not have disclosed AUM in the page data, so their scale cannot be compared on that field alone. Founding dates in the profiles range from 1985 to 2011.
The full list is available by request through the form and adds contact data, decision makers and check size fields. Those details can help users assess whom to contact and whether a firm’s stated investment parameters may fit their opportunity. A listing does not imply an introduction or investment.
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