Family office research lists built from public sources(808) 600-9260Request the full list
FamilyOfficeList

City list

West Palm Beach Family Office List

This list covers 12 family offices based in West Palm Beach, with 8 single-family offices and 4 multi-family offices. Venture capital is the most frequently recorded interest, followed by real estate, private equity and alternative investments. Additional focus areas include private market opportunities, direct investments, cross-border investments and mergers and acquisitions. Four offices disclose assets under management in the public information used here. The recorded founding range extends from 1989 to 2017. These fields offer an initial way for founders, fund managers and advisors to identify relevant profiles, but they do not establish an office's current appetite for a particular deal or fund. Compare the stated interests with your sector, stage, geography and proposed structure, then review profile details before approaching. The free page shows public firm-level information, while the full list adds contact and decision-maker fields.

At a glance

  • All 12 listed offices are in West Palm Beach, United States.
  • The list includes 8 single-family offices and 4 multi-family offices.
  • Venture capital is recorded as a focus for 4 offices.
  • Assets under management are disclosed for 4 offices.
  • The recorded founding range runs from 1989 to 2017.

Family office profiles (12)

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.

Multi-family office (4)

Asena Advisors, LLC

West Palm Beach, FL | Multi-family office | Founded 2010

Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Direct Investments, Venture Capital, Real Estate
  • Private Equity
  • Direct Investments
  • Venture Capital
  • Real Estate
  • Cross-Border Investments
  • M&A

Castle Island Family Office

West Palm Beach, FL | Multi-family office | Founded 1998

Castle Island is a multi-family office platform providing public and private investment services, banking, tax and accounting, and cash flow management. It also offers multi-generational planning and asset management.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Public Equities
  • Public Investments
  • Private Investments
  • Banking
  • Tax And Accounting
  • Cash Flow Management
  • Multi-Generational Planning

MD Capital and Wealth Management, LLC

West Palm Beach, FL | Multi-family office | Founded 2013

MD Capital and Wealth Management is a multi-family office serving individuals, families, and professional groups. Its services include wealth management, risk management, investment counseling, and estate and trust services.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Risk Management
  • Estate Planning
  • Trust Services
  • Investment Counseling

Affiliated Private Investors, LLC

West Palm Beach, FL | Multi-family office | Founded 1995

Affiliated Private Investors is a privately held multi-family office that provides investment advisory services to private investors, families, and related entities.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Investment Advisory

Single family office (8)

Confidential Single Family Office

West Palm Beach, FL | Single family office | Founded 1989

The office provides accounting oversight and related functions for a single family office and venture capital firm. Its stated interests include startups, oil and gas, staffing, information technology, and manufacturing.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Direct Investments
Wealth source
Not stated
  • Startups
  • Oil and Gas
  • Staffing
  • Information Technology
  • Manufacturing
  • Venture Capital

Esko, Inc.

West Palm Beach, FL | Single family office | Founded 1991

Esko is a single-family office based in West Palm Beach, Florida.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated

Gonzalez Family Office

West Palm Beach, FL | Single family office | Founded 2014

Gonzalez Family Office manages investments for the Gonzalez family, including direct real estate and alternative investments. Its activities include multifamily housing and mixed-use office and retail properties, alongside operating businesses in specialty engineering tax services.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Gonzalez family; specialty engineering tax services
  • Specialty Engineering Tax
  • Direct Real Estate
  • Alternative Investments
  • Multifamily Housing
  • Mixed-Use Properties

Camelot Family Office

West Palm Beach, FL | Single family office

Camelot Family Office is a private investment group and family office investing primarily in direct-to-consumer growth companies. Its areas of interest include e-commerce, health and fitness, technology, healthcare, and other core businesses.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Public Equities, Fixed Income, Direct Investments
Wealth source
Not stated
  • E-Commerce
  • Health And Fitness
  • Technology
  • Healthcare
  • Core Businesses

CS Wilton Group LLC

West Palm Beach, FL | Single family office | Founded 2009

CS Wilton Group is a single-family office that actively manages interests across financial services, telecommunications, data storage, consumer products and documentary film production.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Financial Technology
  • Telecommunications
  • Data Centers
  • Consumer Products
  • Documentary Film

Brown Holdings Family Office

West Palm Beach, FL | Single family office | Founded 2017

Brown Holdings Family Office manages corporate office operations and supports financial, legal and strategic matters. Its stated areas include venture capital, operating company operations and business planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital
Wealth source
Not stated
  • IT Services
  • Mobile Apps
  • Real Estate Development
  • Hotels
  • Restaurants
  • Retail

Wish Investments

West Palm Beach, FL | Single family office

Wish Investments is a single-family office with public and private investments. Its stated areas include venture capital and public safety innovation.

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

Sunrise Management Services, LLC

West Palm Beach, FL | Single family office | Founded 2012

Sunrise Management Services is a family office that provides family office services for a single family.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

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.

From our events, workshops and tools

340 events hosted since 2007, from summits to small workshops.

A fireside chat on stage at one of our investor events
A fireside chat at one of our investor events.

Questions about this list

What interests are most common among West Palm Beach offices?

Venture capital is the most frequently recorded interest, appearing for 4 offices. Real estate is listed for 3, while private equity and alternative investments each appear for 2. Other recorded areas include private market opportunities, direct investments, cross-border investments and M&A.

How many offices are included, and are there nearby additions?

The list includes 12 offices associated with West Palm Beach. The entries are split between 8 single-family offices and 4 multi-family offices. If your search can include other locations, consider whether broader regional research is appropriate for your mandate.

How should I approach a West Palm Beach office?

Identify a specific connection between your proposal and the office's recorded focus. Briefly explain your sector, geography, stage and requested investor role, then make a clear ask. Check the profile for context and do not assume that a relevant category means the office is actively reviewing new opportunities.

What can disclosed assets under management tell me?

Assets under management are disclosed for 4 of the 12 listed offices. The figures provide limited context for those profiles, while the other entries do not show a disclosed amount in this data. AUM does not establish available capital, decision authority or the size of a possible investment.

What does the full West Palm Beach list add?

The full list adds contact data, decision makers and check size fields to help you prioritize further research. You can use these details to compare offices against a fund or business's needs and plan direct outreach. The list does not promise introductions, funding or any particular result.

Request the full list

Request the full West Palm Beach list

Request the full list through the form to access contact data, decision makers and check size fields. These details can help you assess office fit and plan focused research across the West Palm Beach entries.

Details that help us respond:

  • Target geography (states, cities, countries)
  • Office type: single family office, multi-family office or both
  • Stated investment focus, sector or strategy
  • How you plan to use the list

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.