Office type
This list includes 36 firms classified as virtual family offices, spanning single and multi family office types. The database records 28 multi family offices and 8 single family offices. The United States accounts for 23 entries, with offices also listed in the United Arab Emirates, United Kingdom and Canada. New York has the largest city count at 4; Dubai, London and Vero Beach each have 2. Private equity appears as a focus for 14 offices, real estate for 10 and hedge funds for 8. AUM is disclosed for 11 entries, so profile detail varies across the page. For founders, fund managers and advisors, the list offers a starting point for identifying relevant profiles and comparing public information. A virtual classification describes how an office is represented in the database, not its mandate, operating model or readiness to review a proposal.
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.
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.
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.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
Gresham Partners is an independent investment and wealth management firm serving families and family offices. It provides access to external investment managers across asset classes alongside wealth planning and management services.
Questmont Virtual Family Office is a multi-family office serving business owners, entrepreneurs, and families. It coordinates wealth, business, investment, tax, estate, and succession planning.
OneAscent Family Office serves multiple families with coordinated planning, investing, and giving services. It oversees public and private market investments and supports families with financial planning and charitable giving.
RMB Jacobus provides family office services tailored to the needs and requested scope of multigenerational families. Its service models accommodate families with an established office, a fully outsourced arrangement, or an approach between those options.
G. Scott Capital Partners is a single-family office that invests directly in companies and supports their growth through acquisitions, product development, market expansion, and capital investment. Its areas include private equity, venture capital, manufacturing, healthcare services, distribution, and business services.
Sepio Capital is a multi-family office and investment advisor providing investment counsel and management. Its stated areas include alternative investments, hedge funds, private equity, venture capital, real estate, equities, fixed income, commodities, and digital assets.
SFG Business Management provides business management and family office services for the entertainment and sports industries and high-net-worth individuals. Its services include financial management, risk analysis, investment advisory and estate planning.
GROCO Family Office Advisors provides family office services and financial management and consulting for businesses, organizations, individuals, and families. Its services include financial management and tax planning.
The Darmen Group provides outsourced family office services, including tax planning, risk management, investments, concierge support, and legacy planning. It offers full-service or targeted assistance tailored to client needs.
MPI Family Office is a single-family office that originated from a family accounting firm and businesses including diabetic care facilities and real estate investments. It later opened its services to extended family members, other family offices, and entrepreneurs.
S.W.A.N. Virtual Family Office provides planning and advisory services to individuals, families, and business owners. Its services include tax and business planning, financing, estate and charitable planning, insurance, and private wealth management.
Cross Border Family Office provides family office services, including oversight of assets, investments, real estate, trusts, and family governance. It also coordinates financial, estate, tax, and property matters with external advisers.
OBM S.A. is a single-family office that manages investment decisions and financial strategies for family interests. Its investment activities span equities, bonds, alternatives, derivatives, and real estate.
Angeles is a multi asset investment firm serving institutional and private wealth clients. It provides customized investment solutions across full portfolios or focused segments.
Orchid Island Management Group provides outsourced administrative family office services to individuals, families, and business owners. Its services include bill paying, bookkeeping, trust administration, and property management.
Stableford Capital Partners operates as a virtual multi-family office offering investment services through technology, outsourced experts, and digital platforms. Its model provides clients with access to investment support and secure document storage.
Morangie Management provides outsourced investment management and multi-family office services. It develops customized investment strategies and provides services to help families manage their wealth.
Green Bay Management is a full-service single-family office for the Gorter family. Its services include financial, estate, and tax planning, trust administration, reporting, asset allocation, and investment management.
Lyra Management is a single-family office that provides financial planning services to family members. Family assets are managed by an outsourced investment firm.
Brogan Group Investment Advisors supports families and private businesses with governance, succession planning, and organizational design. Its services also include family education, meeting facilitation, reporting systems, and office structure advice.
Hennick & Company invests for the long term in operating businesses and real estate. Its real estate interests include office, industrial, retail, multifamily and mixed-use properties, while its private investments span industries and geographies.
IPG Family Office provides administrative, logistical, and advisory support to families managing financial and business affairs. It can coordinate a range of office functions and specialist providers.
Poseidon Capital Partners is a multi-family office and investment manager serving families and long-term capital. It offers portfolio allocation, managed accounts, and quantitative investment strategies, with stated interests in private equity, venture capital, and real estate.
Pursa F.O. Investimentos is a single-family office that manages the family’s investments, legacy and collective needs. Its stated investment areas include fixed income, hedge funds, the stock market and private equity.
Huriya Private is a corporate fiduciary and multi-family office offering company administration and investment and asset management services. It also provides wealth structuring, succession planning and corporate consolidation.
Heirloom Investment Management provides investment advisory services to affluent families, ranging from portfolio reviews to support for existing investment teams and outsourced investment functions.
Catamaran Family Office provides outsourced family office services to individuals, families, investment structures, funds, and advisers across jurisdictions. Its services support capital preservation, growth, and transfer.
Eagle Nest Family Office is a virtual multi-family office serving families across Europe and other regions. It coordinates administrative and financial support, sources external specialists, and assists with investment portfolio matters.
DOS & Co. is a London-based multi-family office that provides outsourced family office services to clients ranging from young high earners to established family offices. Its stated areas include media, music, and television.
Multi Family Office, s.r.o. provides multi family office services to families and clients. Its stated investment areas include funds, hedge funds and alternative investments.
Monaco Sports and Management operates as a multi family office and management advisory firm for high net worth clients and families. Its services include financial administration, acquisitions, property management, tax planning and wealth transfer.
Perpetuo Wealth Services is an independent Swiss multi-family office serving clients in Switzerland and abroad. It supports oversight of clients' wealth-related affairs through a suite of services and solutions.
Camino Capital provides outsourced family office services and wealth supervision to families and individuals with significant wealth.
340 events hosted since 2007, from summits to small workshops.
It is the classification used for the 36 firms included in this list. The entries span 28 multi family offices and 8 single family offices. That label should not be taken as a complete description of a firm’s structure, services or investment activity; consult each profile and public firm information for detail.
The United States accounts for 23 entries. The United Arab Emirates has 3, the United Kingdom has 2 and Canada has 1 among the country counts shown. New York has the highest city count at 4, while Dubai, London and Vero Beach each have 2.
Private equity is recorded for 14 offices, real estate for 10 and hedge funds for 8. Fixed income, alternative investments and venture capital each appear for 5. These are profile tags for research, not confirmation that an office is seeking a specific asset or accepting proposals.
Use the firm’s public profile to establish a plausible fit, then send a short, tailored message describing your opportunity and why it may be relevant. Include only the materials needed for an initial review and make the next step clear. Confirm the right contact route rather than assuming the virtual classification defines how the firm operates.
The full list adds contact data, decision makers and check size fields to the public firm-level information shown on this page. Those fields can help with prioritization and outreach planning. They do not guarantee an introduction, investment, response or other outcome.
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