Country and region
This list brings together 50 family offices recorded in the United States, including 16 single family offices and 34 multi family offices. New York is the most represented city, followed by Chicago and San Francisco. Private equity and real estate appear most often among the recorded investment interests. Hedge funds, venture capital and alternative investments also have notable representation, alongside fixed income, healthcare and private credit. Founders and business owners can use the focus fields to shape a prospecting shortlist, while fund managers, investors and advisers can compare profiles by location and strategy. The database records stated areas of interest, not a promise of current allocation or an endorsement of a particular opportunity. Review each office's public firm level information for a plausible connection to your sector, stage and capital needs. A focused approach grounded in that research is more useful than relying on geography or category labels alone.
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.
Hightower Family Office coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.
Cresset Family Office provides multi-family office services for clients managing wealth. Its stated offerings include private investments, estate and wealth transfer planning, tax planning, trust services, banking, and lending.
CTC | myCFO is a wealth consulting firm serving affluent individuals, families, and family offices. It provides investment consulting and multi-family office services.
Henry Crown and Company manages investments across publicly traded securities, real estate, investment funds, and privately held operating companies. Its subsidiary holding company manages wholly owned businesses.
Bessemer Trust is a privately owned, independent multi-family office serving individuals and families with substantial wealth. Its stated investment areas include equities, fixed income, credit, commodities, currencies and hedge funds.
Patriarch Partners is a family office and private investment firm that acquires and restructures companies, with a focus on undervalued American brands and business operations.
AlTi Tiedemann Global is a multi-family office and wealth management firm serving families, family offices, foundations, and institutions. Its services include investment management, advisory, trust, administrative, and family office support.
Archegos Capital Management is a family office that manages the wealth of the Hwang family.
Silvercrest Asset Management Group is an independent investment advisor providing asset management and family office services to families and select institutional investors. Its approach includes portfolio construction, risk management, and diversification.
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
Offit Capital is a multi-family office serving individuals, families, endowments, and foundations. It provides investment advisory services across asset classes, including public equities, fixed income, private equity, private credit, real estate, and hedge funds.
LDJ Capital Multi-Family Office provides advice and services to families and individuals. Its stated areas span private equity, venture capital, real estate, public markets, commodities, technology, media, and consumer sectors.
L Investments is a single-family office with a portfolio of public and private equity.
Rockefeller Capital Management provides family office, wealth management, asset management and strategic advisory services to individuals, families, institutions and corporations. The firm launched following the acquisition of the Rockefeller family private investment office.
DFO is the family investment office of the Dell family. It invests across a range of asset classes, including publicly traded securities, private equity, real estate, special opportunities, and investments with external managers.
MSD Capital manages the assets of the Dell family and invests across public securities, private equity, real estate, special opportunities and third-party funds.
Ehrenkranz Partners is a multi-family office and wealth management firm that advises families on financial matters. It invests across asset classes and market cycles.
The Heyman Enterprise is a single-family office and investment firm focused on real estate.
JAWS Estates Capital is the family office associated with the Sternlicht family. Its stated investment areas include global real estate, hotel management, oil and gas, and energy infrastructure.
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.
CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.
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.
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.
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
Wilmington Trust provides wealth advisory and family office services, including trust, financial planning, fiduciary, asset management and private banking services. It serves families with multigenerational relationships.
Arrivato is an extension of a single-family office focused on principal strategies. Its real estate activities include multifamily acquisitions, land development, and solar development.
Ferré Rangel Family Office manages the Ferré Rangel family's real estate investment strategy. Its investments include value added real estate opportunities in growing markets in the United States and Latin America.
Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.
Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.
ArchBridge Family Office is a multi-family office providing advice and support to families across financial matters. Its stated investment areas include public markets, private equity, venture capital, real assets, direct private investments, and values-aligned strategies.
The St. Louis Trust Company provides wealth management, investment management, and family office services to families with multi-generational wealth. Its services are tailored to each client family.
Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
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.
Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.
DeBartolo Holdings manages the diversified businesses and investments of the DeBartolo family. Its activities include real estate development and strategic private equity investments across various industries.
Compound Family Offices is a fee-only multi-family office based in Sarasota, Florida. It advises families on managing wealth and planning their legacy.
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
Arlington Family Offices is a multi-client family office serving families in the United States and Europe. It provides guidance on wealth planning and intergenerational wealth management, and its stated investment approach uses fund-of-funds strategies.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
340 events hosted since 2007, from summits to small workshops.
The list contains 50 profiles recorded in the United States. Of these, 16 are single family offices and 34 are multi family offices.Use the profile fields to screen for location, office type and investment interests relevant to your research.
New York has 14 profiles, while Chicago and San Francisco have 4 each. Atlanta and Boston have 2 each. The list also includes offices in other locations, so use the individual profiles to assess geographic fit rather than treating the top cities as the full coverage area.
Private equity is recorded for 21 offices and real estate for 20. Hedge funds appear for 11, while venture capital and alternative investments each appear for 10. Fixed income, healthcare and private credit also feature. These categories describe recorded focus and do not confirm an active mandate.
Read the profile and make a specific case for fit based on the office's stated interests and your opportunity's stage, sector and capital needs. Keep the initial outreach concise, include the key facts needed to evaluate the proposal, and seek a relevant referral where possible. Verify the right contact before sending detailed materials.
The full list includes contact data, decision makers and check size fields to support more focused research and outreach planning. Request it using the form, then compare those details with your funding requirement or investment criteria before deciding which offices to contact.
Request the full list
Use the form to request the full list with contact data, decision makers and check size fields. The added information can help you assess profile fit and prepare focused outreach.
Details that help us respond:
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.