City list
The Sun Valley page has no family offices listed within the city selection, but it includes three nearby additions. That means the available profiles offer regional context rather than a set of offices located in Sun Valley itself. No listed-office type, city, country, focus area, AUM disclosure, or founded-date range is recorded in the profiles on this page. For founders and fund managers, this is a cue to widen the geographic search before building an outreach plan. Investors and advisors can use the nearby coverage as an initial lead set, then review the individual profiles to understand what is documented. A focused search across a broader area may surface additional offices whose mandates better match a particular company, fund, or research question.
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.
The CAPROCK Group is a multi-family office that provides financial solutions and wealth management services to client families. Its services include investment advice and support for preserving and growing family wealth.
Buffington Mohr McNeal is an investment adviser and multi-family office based in Boise, Idaho. It manages client assets for individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, and public institutions.
Legacy Global Financial Group is a multi-family office providing financial and administrative services. Its offerings include business, tax, wealth transfer, accounting, and international planning.
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 profiles on this page show no offices in the Sun Valley city selection. The page includes three nearby additions, which provide some regional coverage but do not establish that those offices are located within Sun Valley. Review profile locations before deciding whether they fit your geographic scope.
The figures shown for this page do not report office types, locations, countries, investment focus, AUM disclosure, or founded dates. The individual public profiles may contain firm-level fields where available. Treat the current page as a starting point for broader research rather than a complete map of the area.
Use the nearby additions to begin a regional search, then widen the geography if you need offices specifically located in Sun Valley or with a defined investment focus. Before outreach, establish that a profile’s mandate, location, and investment approach are relevant to your company or fund.
Keep the first message concise and tailored to the firm’s documented interests. Explain what you are building or managing, why you believe it may be relevant, and what next step you are seeking. Verify the office’s location and current mandate before sending a detailed proposal or confidential information.
The full list adds contact data, decision makers, and check size fields, which can support a wider search and more targeted outreach. Request it through the form to assess whether the additional firm-level details fit your research needs.
Request the full list
Use the form to request the full list with contact data, decision makers, and check size fields. These details can help you scope a wider regional search and decide which nearby profiles merit further research.
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