State list
This Wisconsin list brings together a small group of family offices with a range of investment interests. Milwaukee accounts for four of the eight listed firms, while Brookfield, Appleton, Madison and Jackson each account for one. The database includes four single-family offices and four multi-family offices, so visitors can compare different organizational structures when researching potential investors or market participants. Disclosed focus areas include alternative investments and hedge funds, with additional interests spanning private equity and real assets, venture capital, real estate, angel investing, multi-family and self-storage. Three offices have disclosed assets under management. The listed firms were founded between 1968 and 2013, with one founded after 2010. Use the table to identify relevant profiles, then assess fit based on your own mandate, geography and investment stage. The page is a research starting point, not an indication that any firm is actively investing or accepting proposals.
Coverage here is limited, and the team can help scope a wider search.
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.
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.
Vogel Consulting is an independent multi-family office offering integrated wealth management, business consulting, tax, estate planning and investment advisory services.
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.
Lubar & Co. is a single-family office that provides capital and business support to companies associated with the Lubar family.
Marshall Street Capital manages assets for a family across generations. Its investments span domestic and international equities, fixed income, hedge funds, private equity, and real assets.
Stark Family Office is a single family office serving the Stark family, with stated interests in alternative investments.
Endowment Wealth Management is an employee-owned multi-family office providing wealth management services to families, business owners, professionals, trusts, retirement plans, and foundations. Its services include financial planning and investment management.
Lancaster Investments is a multi-family office with roots in the automotive industry. It makes direct investments in early-stage companies and allocates capital to venture capital funds.
Sonoma Capital Management is a private family office investment company managing individual accounts and a family partnership. It invests in public securities across corporate capital structures, including equities, debt and bank loans.
More family offices from nearby areas.
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.
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.
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.
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.
TMG Family Office is a multi-family office providing fiduciary wealth guidance to families. Its approach includes integrated planning and a multi-generational focus.
Coverage here is limited, and the team can help scope a wider search.
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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The page includes four single-family offices and four multi-family offices. Their recorded interests include alternative investments, hedge funds, private equity and real assets, venture capital, real estate, angel investing, multi-family and self-storage. A focus label can help you screen profiles, but it does not confirm a current mandate or appetite.
Milwaukee is the most represented city, with four firms. Brookfield, Appleton, Madison and Jackson each have one. The page also includes seven nearby offices to give users a wider regional set of profiles than the Wisconsin-located entries alone.
Start by checking whether the firm's recorded focus aligns with your sector and type of opportunity. Prepare a concise explanation of the business, capital need, stage and proposed use of funds, then use an appropriate verified decision maker and follow the firm's stated process where available. The list does not indicate that a firm is soliciting proposals.
Assets under management are disclosed for three of the eight listed firms. For the other profiles, AUM is not available as a disclosed field on this page. Treat the available figures as partial coverage and avoid comparing firms solely on that basis.
The full list provides contact data, decision makers and check size fields to support more focused research and outreach planning. Those details are available by request through the form. A request provides data for your own evaluation and does not promise an introduction, investment or outcome.
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