State list
The South Dakota list contains five family office profiles, with one each in North Sioux City, Lemmon, Aberdeen, Sioux Falls, and Pierre. Two are single family offices and three are multifamily offices. Recorded interests include technology, health care, finance, entertainment, real estate, land, luxury hospitality, and multifamily. This geographic spread and mix of office types can give founders and fund managers a practical first screen, while investors and advisors can use the focus tags to identify profiles for further checking. None of the five profiles discloses assets under management, so the free page offers no AUM comparison. Ten nearby profiles are available for a wider regional search. The listed focus areas are useful signals for research, but they do not confirm that an office is actively seeking opportunities or that a particular deal meets its 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.
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.
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.
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.
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.
More Than Money Family Office is a multi-family office offering traditional family office services and a technology platform focused on multi-generational wealth preservation and legacy.
Bridgeford Trust Company is an independent trust company providing multi-family office and fiduciary services to domestic and international families.
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.
Everest Group is a single-family office seeking acquisitions and investment opportunities in business services. It aims to build services companies through organic growth and acquisitions.
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.
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 5 listed family office profiles, located in North Sioux City, Lemmon, Aberdeen, Sioux Falls, and Pierre. The database also includes 10 nearby profiles for people whose geographic search can extend beyond South Dakota.
The list includes 2 single family offices and 3 multifamily offices. These labels describe the office types recorded in the database and can help you orient research. They do not by themselves indicate investment mandate, decision process, or willingness to consider an opportunity.
Recorded interests include technology, health care, finance, entertainment, real estate, land, luxury hospitality, and multifamily. Use the tags as a starting point for fit checks, then review the fuller profile and verify details before making decisions about outreach.
Reference the specific focus area that makes your opportunity relevant, and explain the business model, capital need, and proposed terms plainly. Because the free page shows limited firm-level fields and no AUM disclosures, confirm decision maker and check size information before tailoring a longer outreach effort.
The full list adds contact data, decision makers, and check size fields to help you move from initial screening to better targeted research. It can also support a regional search using the 10 nearby profiles. A request does not provide introductions or guarantee funding.
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Use the form to request the full list with contact data, decision makers, and check size fields. These additions can help you assess the five South Dakota profiles and widen research to nearby offices when geography permits.
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