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Tucson Family Office List

This page lists two family offices recorded in Tucson, both classified as single family offices. Their recorded interests cover several real estate descriptions, including value-add real estate, property real estate and real estate development. Other profile tags relate to foreign exchange headwinds, needs assessment, capital management and trading, as well as money management. AUM is disclosed for one office. The listed offices were founded between 2011 and 2014, and both were founded after 2010. The database also records thirteen nearby offices added to this city search. This small local set can help a founder, fund manager or adviser begin a targeted review of Tucson-related prospects, while the nearby entries widen the potential geography. Treat the tags as profile information to investigate, not evidence that an office is accepting proposals or pursuing a specific transaction.

At a glance

  • The page lists 2 Tucson offices and adds 13 nearby offices.
  • Both listed Tucson offices are single family offices.
  • The recorded focus tags include several real estate descriptions and FX-related areas.
  • AUM is disclosed for 1 office.
  • Founded dates range from 2011 to 2014.

Family office profiles (2)

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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.

Jaggi Family Office

Tucson, AZ | Single family office | Founded 2011

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.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments, Funds
Wealth source
Jaggi family; proceeds from mortgage banking and technology and real estate company exits
  • Value-Add Real Estate
  • Real Estate Development
  • Early-Stage Technology
  • Build-to-Rent

e-Algo® LLC

Tucson, AZ | Single family office | Founded 2014

e-Algo is a single-family office that tests proprietary algorithmic strategies for capital appreciation in the global foreign exchange market.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Foreign Exchange
  • Algorithmic Trading
  • Quantitative Strategies

Also nearby

More family offices from nearby areas.

Belpointe

Tempe, AZ | Multi-family office | Founded 2003

Belpointe operates as a multi-family office, making private investments and providing wealth management, legal, and real estate services.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate
  • Real Estate
  • REITs

Fortitude Family Office, LLC

Scottsdale, AZ | Multi-family office | Founded 2021

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Private Credit, Real Estate
  • Private Investments
  • Ranching and Agriculture
  • Land Holdings
  • Private Lending
  • Private Equity
  • Venture Capital

AWM Capital

Phoenix, AZ | Multi-family office | Founded 2010

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
  • Private Equity
  • Venture Capital
  • Real Estate
  • Tax Planning
  • Estate Planning
  • Philanthropy

TFO Phoenix, Inc.

Phoenix, AZ | Multi-family office | Founded 2011

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Family Governance
  • Family Education

DPG Investments, LLC

Tempe, AZ | Multi-family office | Founded 2004

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.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
  • Private Equity
  • Ultra HNW Family Offices
  • Pension Funds
  • Endowments
  • Hedge Funds
  • Private Merchant Banks

Bennett & Porter

Scottsdale, AZ | Multi-family office | Founded 2002

Bennett & Porter operates as a multi-family office, providing wealth management and insurance services to individuals, families, and businesses.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Alternative Investments
  • Insurance

Riley Resources, Inc.

Safford, AZ | Single family office | Founded 2007

Riley Resources is a single family office overseeing investments in public and private equities, alternative investments, and a technology business.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate
Wealth source
Riley family
  • Printing Company
  • Public Equities
  • Private Equity
  • Alternatives
  • Real Estate

Buttonwood Capital Management

Scottsdale, AZ | Single family office | Founded 2017

Buttonwood Capital Management is a single-family office focused on the long-term stewardship of its founding family’s resources. It provides investment management, financial planning, administrative support and strategic advice.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Fixed Income, Hedge Funds
Wealth source
Not stated
  • Private Equity
  • Credit
  • Fixed Income
  • Public Credit
  • Private Credit
  • Hedge Funds

AWM Family Office

Phoenix, AZ | Single family office | Founded 2010

AWM Family Office provides wealth guidance and investment management for clients. Its investment access includes real estate, venture capital, private equity, and franchising.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity
Wealth source
Not stated
  • Real Estate
  • Venture Capital
  • Private Equity
  • Franchising

Four Peaks Capital Management LLC

Scottsdale, AZ | Single family office | Founded 2004

Four Peaks Capital Management is a single-family office and private family trust company. Its activities include investment management, estate planning, and strategies for generational wealth transfer.

AUM range
Under $50M
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Investment Management
  • Estate Planning
  • Generational Wealth Transfer

Arcturus Venture

Scottsdale, AZ | Single family office | Founded 2017

Arcturus Venture is a single-family office focused on seed and early-stage investments. It concentrates on technology-enabled companies, particularly in transportation, logistics, and supply chain technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Leto family; freight technology and logistics businesses
  • Seed Investments
  • Early-Stage Companies
  • Transportation
  • Logistics
  • Supply Chain Technology

Pivotal Group, Inc.

Phoenix, AZ | Single family office | Founded 1985

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.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Corporate Divestitures
  • Standalone Companies

Vincere Capital LLC

Scottsdale, AZ | Single family office

Vincere Capital LLC is a single-family office managing a diversified portfolio across public and private markets with a long-term investment horizon. It invests in venture capital, private equity, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Public Equities
Wealth source
Not stated
  • Venture Capital
  • Private Equity
  • Real Estate

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

Coverage here is limited, and the team can help scope a wider search.

Want more family offices in this area?

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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Questions about this list

What interests are recorded for the Tucson offices?

The listed focus tags include value-add real estate, property real estate and real estate development. They also include FX headwinds solutions, FX needs assessments, FX capital management, money management and FX trading. These labels come from the profile data and should be checked against each office's actual remit.

Does this page include offices outside Tucson?

The statistics show two offices in Tucson and thirteen nearby offices added to the search. The listed city count refers to Tucson, while the nearby additions broaden the geographic scope. Check each entry's location before deciding whether it fits your target area.

How much AUM information is available?

AUM is disclosed for one of the two Tucson offices. the profiles on this page do not provide a disclosed figure for the other office. Disclosed AUM alone does not indicate available capital, a target check size or willingness to consider an outside proposal.

How should I approach a Tucson office?

Refer to the office's recorded interests and explain the connection to your opportunity in a few clear sentences. Include the amount sought, timing, use of funds and relevant experience. Confirm that the office's investment remit and geography fit before sending extensive materials or sensitive information.

What does the full list add?

The full list adds contact data, decision makers and check size fields. These can help you identify whom to contact and assess whether the office may fit your research or fundraising needs. Request the full list through the form to access those details.

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