State list
This Tennessee page lists 26 family office profiles, including 16 single family offices and 10 multifamily offices. Memphis has eight profiles, Nashville seven, Brentwood and Chattanooga four each, and Knoxville two. The recorded interests span real estate, private equity, healthcare, manufacturing, agriculture, distribution, healthcare technology, and pharma. Six profiles disclose assets under management, while founding dates range from 1948 to 2023. These details give founders, fund managers, investors, and advisors several ways to narrow research, by location, office structure, sector, or available AUM information. The list is limited to Tennessee profiles on this page. Use its categories to identify potential fit, then verify specific investment criteria and the appropriate decision maker before outreach. Sector labels indicate recorded areas of interest, not a promise to consider or fund an opportunity.
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.
Green Square Wealth Management is a multi-family office serving families, institutions, and endowments. It provides investment solutions to institutions including endowments, foundations, charities, and retirement plans.
Sentry is a multi-family office that provides family office services to a select group of families. Its stated services include customized investment consultation and management for individuals, trusts, estates, charitable organizations and qualified plans.
SouthWorth is a family office that grew from experience owning, managing and providing financial services to small and midsize companies. It invests across industries and partners with management teams to support business growth.
Multi-Family Office USA provides multi-generational planning and strategy for wealthy families. Its areas include healthcare, food, agriculture, medium-sized businesses, and real estate.
Kemmons Wilson Companies is a single-family office established by the Wilson family. Its investment activities focus on aviation, financial services, hotels, insurance, real estate, and time sharing.
Pittco Management is a single-family office established for the Hyde family and provides family office services, including real estate management. Its stated investment areas include private equity, early-stage venture, and buyouts.
Dobbs Management Service is the family office of the Dobbs family. It invests in controlled businesses, including industrial distribution and manufacturing, business services, select healthcare services, and other cash flow-oriented businesses.
Steel Grove Family Office provides financial services to families, foundations and institutions. Its team based approach includes tailored client service.
Tranquility Partners is a multi-family office and asset management firm that provides advice, support services, and oversight of family resources and assets. Its services are intended to support families' financial plans across generations.
Seven Springs Wealth Group serves individuals and families with financial planning services. Its services cover corporate executives, entrepreneurs, global planning, emerging wealth, and multi-family office services.
McNamara Family Ventures is an investment office for the McNamara family, providing venture and growth capital to healthcare companies. Its stated areas include technology, pharmaceuticals, life sciences, and biomedical businesses.
Clayton Associates is the McWhorter family office. It draws on operating experience and business relationships to partner with entrepreneurs and help build businesses.
Lead Capital Partners is a multi-family office investment firm formed by its managing partners and a group of families seeking investments in privately owned companies. It works with investing families and draws on business operating experience.
Bodnar Investment Group is a single-family office with diversified holdings across several industries. It pursues lower middle-market acquisitions, with a control-oriented approach in services, technology, distribution and manufacturing.
Martin Ventures is a single-family office investing its own capital in healthcare and technology-enabled businesses. Its stated areas include digital health, healthcare services, value-based care, artificial intelligence and data science.
Otter Creek Investments is a single-family office focused on impact investing in companies and initiatives seeking financial returns and measurable social or environmental outcomes. It also considers opportunities in data analytics and rare disease.
Big Plan Holdings is a diversified investment portfolio owned and operated by the Joseph family. Its holdings span cannabis, real estate, music and entertainment, film, professional sports, fashion, hospitality, and philanthropy.
Griffin Family Trading is a family office specializing in commodities trading, particularly crude oil, heating oil and natural gas.
Pine Haven Family Office is a single family office that manages a closely held, diversified portfolio of public and private investments.
The Lupton Company provides investment, management, legal, and other services to the Lupton family. It invests in private equity and venture capital managers.
RBM Venture Company is a single-family office serving a high-net-worth family based in Memphis, Tennessee.
Southeastern Trust Company provides multi-family office services to families across the United States. Its services include trust and estate administration, investment and real estate management, and bill payment.
Clarity Family Office provides consulting, planning, implementation, and management support to entrepreneurs and families, including work related to taxation, wealth transfer, asset protection, and family office operations.
HF Capital is a single-family office serving multiple generations of the Haslam family. It manages a diversified portfolio with a long-term focus and an active direct private investment effort.
Shoebox Private Trust Company is a single family office based in Tennessee.
Ashdon Investment Management is a multi-family office providing investment management and consulting services to families. Its services are tailored to support wealth growth and preservation across generations.
340 events hosted since 2007, from summits to small workshops.
The page includes 26 Tennessee profiles: 16 single family offices and 10 multifamily offices. The city counts are led by Memphis with eight and Nashville with seven, followed by Brentwood and Chattanooga with four each, and Knoxville with two.
Recorded focus areas include real estate, private equity, healthcare, manufacturing, agriculture, distribution, healthcare technology, and pharma. Real estate appears for seven profiles. These categories are useful for screening, but each profile should be checked for specific mandate and current fit.
Six profiles disclose assets under management. The founding date range across the list is 1948 to 2023, and seven profiles have founding dates after 2010. These fields provide context for research, but they do not predict investment capacity or appetite.
Start with the office’s recorded focus and location, then explain in a short, direct message why your opportunity fits. Include the business model, capital need, stage, and relevant terms. Confirm the appropriate decision maker and check size before investing time in a tailored approach.
The full list adds contact data, decision makers, and check size fields to help qualify the 26 profiles and plan targeted outreach. Those fields complement the public firm-level information on this page. Requesting the list does not arrange introductions or guarantee funding or other outcomes.
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Submit the form to request the full list with contact data, decision makers, and check size fields. Use those details to refine your research across Tennessee’s 26 profiles and focus your own outreach on offices that appear relevant.
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