State list
This South Carolina page lists three family office profiles, with two in Charleston and one in Mauldin. The mix includes one single family office and two multifamily offices. Recorded focus areas range from wellness, mental health, and education to hospitality, sports and entertainment, retail chain store management, importing, and logistics. For a founder or fund manager, those sectors offer an initial way to screen for relevance, while advisors and investors can use the city and office-type details to orient further research. Two profiles disclose assets under management, though the free page does not include contact details. Twelve nearby profiles are also available for searches that can extend across state lines. Treat the listed focus areas as research signals rather than evidence of current investment appetite, and verify fit before approaching an office.
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.
Beemok Capital is a family office that manages family wealth. Its stated areas include wellness, mental health, education, hospitality, sports, and entertainment.
Anderson Growth Partners provides investment advisory services to families and businesses, with an emphasis on growth-oriented alternative strategies. The firm originated to serve the entrepreneurial Anderson family.
Beech Creek Capital is a family office that makes long-term investments in small and lower middle-market businesses. It seeks to support acquired companies and their employees through continued operations and development.
More family offices from nearby areas.
HB Wealth provides family office services to select families, including wealth management, trust and estate planning, and private investment support. It coordinates with families’ other advisors and staff to manage wealth across generations.
Berman Investment Advisors is a multi-family office providing wealth management and support with asset transfers, beneficiary education, and tax planning. It coordinates with legal and financial professionals on these matters.
The Family Office at Synovus provides investment and wealth planning services to families, including estate planning, governance, family education, and leadership development. It offers tailored strategies for wealth growth and preservation.
Colmont Group is a single-family office that invests its own capital in family- and founder-owned businesses in the lower middle market. It seeks majority equity positions and provides capital, operational experience, and strategic support.
Bison Wealth provides wealth planning and investment services to individuals and families. It was founded by a family office in partnership with Teton Capital Partners.
Blue Trust Family Office supports families with planning for family governance, shared values, and the transfer of financial and social capital across generations.
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
Eton Advisors is a multi-family office providing wealth management and family office services. Its services include investment, education, retirement, and estate planning.
Cannondale Capital Investors is the family investment office for the Ripp family, focused on lower-middle-market businesses in the Charlotte area. It acquires and operates companies with an emphasis on long-term portfolio growth.
Timonier Family Office offers wealth advisory services to families and retirement plans, including wealth management, risk management, tax advice, retirement planning, and estate preparation.
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.
Bridger Growth Partners is an Atlanta-based family office with operating and investing experience. It seeks to support investments across their life cycle.
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.
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There are 3 listed profiles on this page: two in Charleston and one in Mauldin. The list includes one single family office and two multifamily offices. Twelve nearby profiles are available if your research can include offices outside South Carolina.
The recorded areas include wellness, mental health, education, hospitality, sports and entertainment, retail chain store management, importing, and logistics. These tags can help narrow an initial search, but they do not establish that an office is accepting proposals or investing in each area.
Two of the three profiles disclose assets under management. The page does not provide a disclosed AUM figure for the remaining profile. AUM is one data point for research, and should be considered alongside sector fit, investment approach, and the details available in a fuller profile.
Use the listed focus areas to make your outreach relevant, and explain clearly how your opportunity fits the office’s sector interests and investment approach. Keep the message concise, include the capital need and key terms, and confirm the right decision maker and check size before pursuing a conversation.
The full list adds contact data, decision makers, and check size fields for more practical qualification and outreach research. It also provides a way to review the 12 nearby profiles if your search is regional. The list does not include promised introductions, funding, or outcomes.
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Request the full list through the form to access contact data, decision makers, and check size fields. These details can help you assess the three in-state profiles and consider nearby offices where relevant, before planning your own outreach.
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