Family Offices

Abernathy Group II Family Office is a multi-family office based in New York, New York. Established in 2010 by Steven Abernathy and Brian Luster, the firm offers high-net-worth individuals to manage their assets. The firm helps families in the area of heritage design, asset management, asset protection, estate planning, financial planning, accounting, tax-related services, banking services, real estate services, and concierge services. The assets of the firm are managed by the executive management team.

New York, NY

Steven Holt Abernathy

Aliya Capital Partners is a multi-family office based in Miami, Florida. Established in 2020, the firm offers fee-based investment advice, consulting, and related wealth and corporate advisory services to its clients including individuals, high net worth clients, companies, foundations, pooled investment companies, governmental agencies, and endowments. The assets are managed by the executive management team.

Miami, FL

Ross Menachem Kestin

AMK Investment Office is a single family office based in London, England. The firm manages the Alkhawaja family investments and interests of the Next Generation. The assets of the firm are governed by the executive management team.

London, United Kingdom

Omar  Alkhawaja

Arrivato is a single-family office based in Allentown, Pennsylvania. The firm provides services like consulting, relationship management, and strategic partnership development. The firm also focuses on principal strategies including multi-family acquisitions, land development, economic development, growth-stage companies, special situations, and proprietary trading. The assets are managed by the executive management team.

Allentown, PA

Brian  DeLucia

AS1 Growth Partners is a Family Office (Multi) based in Sydney, New South Wales. Established in the year 2019, they invest in ambitious and disruptive technology-enabled growth businesses. The assets are managed by its executive management team.

Sydney, Australia

Neil  Corkin

Ascent Private Capital Management is a multi-family office based in Minneapolis, Minnesota. Established in 2011, the firm serves individuals and multi-generational families with significant resources who aspire to make an impact on their wealth. Clients can expect personalized advisory services that combine traditional wealth planning offerings with wealth impact planning and communication tools. The assets of the firm are managed by the executive management team.

Minneapolis, MN

Kaush A. Amin

Ballentine Partners is a wealth management firm based in Waltham, Massachusetts. Established in 1984, the firm provides investment and financial advisory services to wealthy families and high-net-worth entrepreneurs. The investment team specializes in structuring individual tax-optimized portfolios for their clients. The assets are managed by the executive management team.

Waltham, MA

Will Lawrence Braman

Bessemer Trust is a multi-family office based in New York City, New York. Established in 1907, the firm provides wealth management and investment advisory to high-net-worth families and their foundations and endowments. The firm's wealth management services include estate planning, tax planning, family company advisory services, philanthropic advisory services, insurance advisory services, and real estate advisory services. The assets of the firm are managed by the executive management team.

New York, NY

Philip A. Benyola

Bodley Group (Bodley) is a single-family office based in Saint Louis, Missouri. Established in 2005, Bodley Group invests in companies with new proprietary technology, concept durability, clearly defined customer acquisition strategies, network effects, and the potential for rapid growth. The assets of the firm are managed by the board of directors.

Saint Louis, MO

Ted  Albrecht

Brandywine Trust Company is a multi-family office based in Hockessin, Delaware. Established in 1992, the company is a privately held, non-deposit trust company chartered under the laws of Delaware, it was founded by and for families of substantial means, to provide services like family governance, strategic planning, asset allocation, and manager selection. It focuses on areas of finance, materials, health care, consumer staples, energy, industrial, utilities, and telecommunications. The assets of the firm are managed by the executive management team.

Hockessin, DE

Jennifer L. Heller

Certis Capital Management is a multi-family office based in Santa Barbara, California. Established in 2005, the firm provides services that include objective investment guidance, oversight of professional services, contingency planning, beneficiary, and generational advocacy, strategic philanthropic advice, transfer of wealth issues, family financial awareness, and education. The assets of the firm are managed and governed by an executive management team.

Santa Barbara, CA

Todd Emil Dawes

Citi Private Bank is a banking institution based in Boston, Massachusetts. The firm offers family office services including financial planning, estate planning, tax planning, investment services, and trust administration. It also provides wealth management services and wealth and lifestyle advisory services. It operates as a subsidiary of Citigroup. The assets are managed by the executive management team.

Boston, MA

Jeffrey  Locke

Claridge is a single-family office based in Montréal, Canada. Established in 1987, the family office manages the interests of Stephen Bronfman and the family. The firm is actively involved in the management of a diverse portfolio of third-party managed investments, as well as direct equity participation in the food industry, real estate, and entertainment sectors. The assets of the firm are managed by the executive management team.

Montreal, Canada

Ludovic  Dumas

Clearsight Investments (Clearsight) is a fund of funds based in Pfäffikon, Switzerland. Established in 2008, Clearsight focuses on investing in hands-on private equity strategies such as turnaround, restructuring, profit improvement, buy and building with teams who commit a substantial amount to their own funds. The assets of the firm are managed by the executive management team.

Pfaffikon, Switzerland

Nathalie  Dolatschko

Colunquen Investment Office is an OCIO based in Santiago, Chile. The firm manages portfolios and advises institutions and the wealthiest individuals and families. The firm is owned and managed by the executive team.

Santiago, Chile

Rodrigo González Montero

Comprehensive Financial Management (CFM) is a multi-family office based in Los Gatos, California. Established in 1986, the firm provides investment advisory and asset management services to clients. The assets of the firm are governed and managed by an executive management team.

Los Gatos, CA

Jeffrey Robert Alvord

Coriel Capital (Coriel) is a wealth management firm based in Montreal, Quebec. Established in 2006, the firm provides investment advisory services to large family offices, foundations, and endowments with a customized and open architecture approach. The firm offers an outsourced Chief Investment Officer service. The assets of the firm are managed by the executive management team.

Montreal, Canada

Marjorie  Skolnik

Creuza Advisors is a multi-family office based in Lima, Peru. Established in 2007, the firm provides financial planning, asset advisory, and investment management services. In addition, the firm has established a branch in Spain, through an Empresa de Asesoramiento Financiero (EAF) fully regulated by the Comisión Nacional de Mercado de Valores. This branch is led by a current senior partner of the firm. The assets are managed by the executive management team.

Lima, Peru

Rosa  Huamani

Cudlob Capital is a single-family office based in South Miami, Florida. Established in 2016, the firm invests globally with a long-term view. The assets are managed by the executive management team.

South Miami, FL

John  Broe

Daher Capital is a multi-family office based in Dubai. Established in 2000, the firm invests in public equity and alternative investment markets. The firm primarily invests in developed and emerging markets. The firm typically invests in stocks of small-cap companies. Additionally, the firm also makes private equity and real estate investments. The assets of the firm are managed by the board of directors.

DIFC, United Arab Emirates

Mark  Daher

Dancap Family Investment Office (Dancap) is a single-family office based in Toronto, Canada. Established in 2000, the firm provides family office services including financial advisory, asset management, and strategic planning. This is an investment advisory arm of the Dancap Group of Companies. The agency's investment focus includes alternative assets, such as private equity, private debt, infrastructure, commodities, and hedge funds as well as traditional assets including public equities, fixed income, and real estate. The assets of the firm are managed by the executive management team.

Toronto, Canada

Elias  Toby

dara5 is a Multi-Family office based in London. Established in 2019, the fund invests in Venture Capital funds and in companies. The firm invests in Pre-Seed to Series A funds as an LP across the US and Europe, with tickets between $5 million - $20 million. The fund also invests in companies, in Series B rounds and onwards, with tickets between $3 million - $10 million. The assets of the firm are managed by the executive management team.

London, United Kingdom

James  Heath

Duxebridge Capital is a multi-family office based in Pfäffikon, Switzerland. Established in 2018, it offers family equity, capital markets advisory, and minority investments to its clients. The assets of the firm are managed by its executive management team.

Pfäffikon, Switzerland

Benjamin  Von Stillfried

Envoi is a management-owned family office based in Minneapolis, Minnesota. Established in 2006, the firm provides family office services including estate and tax planning and investment advisory. The assets of the firm are managed by the executive management team.

Minneapolis, MN

John Joseph Kirby

Everest Group (Omaha) is a single-family office based in Omaha, Nebraska. Established in 1987, the firm actively seeks acquisitions and investment opportunities to build services companies through organic and acquisition-enhanced growth. The firm also provides additional services to investment partners that include accounting and finances, human resources, operations, IT systems implementation and integration, marketing, and communications. The assets of the firm are managed by the executive management team.

Omaha, NE

Curt  Van Hill

EWM Group (EWM) is a multi-family office based in Brisbane, Australia. Established in 2005, the firm provides services in areas of family office advisory services, financial and investment governance, integrated wealth and asset management, family governance and education, strategic philanthropy, risk management, and lifestyle and administrative services. The assets of the firm are managed by the Chief Investment Officer and its Advisory Board Members.

Brisbane, Australia

Brad  Scott

Flossbach von Storch (FVC) is a multi-family office based in Cologne, Germany. Established in 1998, FVC is an independent personal portfolio manager that offers wealth management services through investment decisions and a strategic approach. They also offer investment management and analysis services to identify and take advantage of investment opportunities. The assets of the firm are managed by the executive management team.

Cologne, Germany

Oliver  Hollender

Foxhill Asset Management is a single-family office based in Maryland, United States. Established in 2017, the firm seeks to advance biomedical technology which is transformative in addressing untreatable conditions and diseases or unique patient populations. The assets of the firm are managed by the executive management team.

MD

Sherry  Grisewood

General Oriental Investments (GOL) is a single-family office based in Geneva, Switzerland. It is the investment management arm of the Cavenham Group of Companies which invests worldwide in all asset classes. The group was founded by Sir James Goldsmith for the benefit of his family. The firm is managed by the executive team.

Geneva, Switzerland

Constantine  Papadimitriou

Golden Alpha is a single-family office based in Singapore, Singapore. Established in 1955, it represents the Sohmen family and acts as the investment team for part of the family's investment activities. Its investment mandate covers private and public investments, both direct and through external fund managers. The assets of the firm are managed by the executive management team.

Singapore, Singapore

Rishi  Gupta

Green Rock is a single-family office based in Sao Paulo, Brazil. Established in 2017, it specializes in the health segment, focusing on venture capital, private equity, and real estate. The assets are managed by its executive management team.

Sao Paulo, Brazil

Ricardo  Salomao

Hector Ventures is a single-family office based in Burdett, New York. Established in 2021, the firm invests in neuroscience innovation for underserved populations. The firm focuses on platform technologies with broad applicability and therapeutics with strong risk-benefit profiles. The firm places a particular emphasis on neurodevelopmental disorders and traumatic brain injury. The firm's assets are managed by the executive management team.

Burdett, NY

Paul  Yde

Herculis Partners is a money management firm based in Porrentruy, Switzerland. Established in 2009, the firm is a wealth and investment boutique owned by a group of Russian and Swiss partners. It operates a responsible business approach across the wealth and asset management and investment banking industries taking into account principles of ethics, transparency, and performance. The firm is one of the three pillars that form the Herculis Group. The assets are managed by the executive management team.

Porrentruy, Switzerland

Jean-Paul  Periat

HP Wealth Management is a multi family office based in Singapore, Singapore. Established in 2009, the firm provides access to institutional investments and services to Family Offices and UHNW individuals. The firm operates in public and private markets. The assets of the firm are managed by the executive management team.

Singapore, Singapore

Michael  Foo

IDS Capital is a single-family office based in London (UK) and Geneva (CH). Established in the year 2004, it focuses on investing in VC, Growth equity, Hedge funds and specialist funds. The assets are managed by the executive management team.

London, United Kingdom

Cedric Andre Jean Marie van Rijckevorsel

Insight Family Office is a family office based in New York City, New York. The firm was established in 2015. The assets of the firm are governed by the executive management team.

New York, NY

Troy  Douglas

Isola Capital Group (Isola Capital) is a family office asset management platform headquartered in Hong Kong. Founded in 1946, the firm is regulated by the HKSFC and provides proprietary investment strategies from liquid secondary through to private investments, including PE, VC, and private credit. Isola partners with financial institutions to offer a broader portfolio of top-performing investment strategies. Family office services include discretionary portfolio management, investment advisory, ESG investments, life insurance solutions, and philanthropy for investors in the Asia Pacific and Europe.

Hong Kong, Hong Kong

Anthony  Chan

Kingsbridge Wealth Management (KMW) is a multi-family office based in Las Vegas, Nevada. Established in 2008, the firm provides services related to investments, tax, estate, risk, charitable and administrative interests of high-net-worth families and their related entities. The firm provides investments, ingenuity, and insight to each and every family it serves. The assets of the firm are managed by the executive management team.

Las Vegas, NV

David James Dunn

Lancaster Investments is a family office based in Madison, Wisconsin. Established in 2013, the firm provides mentoring and investment in early-stage companies. The firm has real estate holdings in Wisconsin, Ohio, and Nevada. The assets of the firm are managed by the executive management team.

Madison, WI

Jon E. Lancaster

Las Olas Capital Advisors is an Investment Advisory & Fund Management firm based in Fort Lauderdale, Florida. Established in 2015, the firm provides Investment Advisory, merchant banking, fund management, and investment banking services. The assets are managed by the executive management team.

Fort Lauderdale, FL

Paul Corkin Tanner

Maihar Capital Strategies (Maihar) is a Single-family office firm based in Short Hills, New Jersey. Established in 2008, the firm engages in investment management and merchant banking activities. The assets of the firm are managed by the executive management team.

Short Hills, NJ

Sonny  Saksena

NALA Investments is a single-family office based in Santa Monica, California. The firm was founded in 1999 by Emilio Diez Barroso to identify and manage investments for his family. Currently, the company is operating across various industries including energy, transportation, real estate, technology, and media. The firm invests across asset classes with a focus in the United States and Latin America. The firm is managed by the executive management team.

Santa Monica, CA

Emilio Diez Barroso

Founded in 2019. Nan Fung Trinity (HK) Limited is the financial investment arm of Nan Fung Group based in Hong Kong, focusing on multiple asset classes including public securities, structured products, private direct investments and private fund of funds. The firm manages assets for the Group and third-party institutional and professional investors. The firm is licensed by the Hong Kong Securities and Futures Commission to carry out Type 1 (Dealing in Securities), Type 4 (Advising of Securities) and Type 9 (Asset Management) regulated activities (CE reference: BQZ842).

Hong Kong, Hong Kong

Meng  Zhou

North Ocean Group is a single-family office based in Palm Beach, Florida. The assets of the firm are managed by the executive management team.

Palm Beach, FL

Carter  Pottash

Old Greenwich Capital Partners (OGCP) is an alternative asset manager based in Old Greenwich, Connecticut. Established in 2005, by Mr. Jeffrey Arsenault, the firm specializes in alternative asset management, offering access to direct and co-investment investment opportunities across the primary and secondary markets. It operates under 4 key tenets: Fiduciary, Advisory, Research, and Agent. The assets are managed by the executive management team.

Old Greenwich, CT

Jeffrey  Arsenault

Portolani is a Multi-Family Office located in Antwerp, Belgium. Established in 2006, the firm provides enterprising families with the information, insights, and technical means to gain more control over all aspects of their assets and make better-informed patrimonial decisions. The firm have recently implemented a state-of-the-art digital platform that enables clients review their asset allocation at any time, consolidated across all asset classes (Listed, PE, Real Assets, Real Estate, Private Collections).

Antwerp, Belgium

Vincent  Daelemans

Primwest is a single-family office based in Geneva, Switzerland. Established in 2014, the firm is managing the assets of a European industrial family. Primwest is also involved in charitable activities globally and angel investing with US and European entrepreneurs. The assets are managed by the executive management team.

Geneva, Switzerland

Julien  Mathis

SCS Financial (SCS) is a wealth management firm based in Boston, Massachusetts. Established in 2002, the firm provides investment management services, trust, and estate planning, asset protection, philanthropic strategy, and family office services. The assets of the firm are managed by the executive management team.

Boston, MA

Peter C. Lacaillade

Sentinel Trust Company (Sentinel) is an independent wealth management firm and multi-family office based in Houston, Texas. Established in 1997, the firm provides family office, wealth planning, investment management, and wealth management services to affluent families and their closely held companies and foundations. The assets of the firm are managed by the board of directors.

Houston, TX

Anne-Lise A. Wiegand

Signature Financial Management doing business as Brown Advisory is a wealth management and multi-family office based in Norfolk, Virginia. Established in 1994, the firm provides individualized advice and counseling in the preservation, growth, investments, income taxes, philanthropy, estate planning, and administration of wealth for high net-worth individuals and families. The assets of the firm are governed and managed by an executive management team.

Norfolk, VA

Michael D. Hankin

Silfurberg (Reykjavík) is a family office based in Reykjavík, Iceland. Established in 2002, it is the family office of Mr. Friðrik Steinn Kristjánsson and Mr. Ingibjörg Jónsdóttir who have an equal share in Silfurberg. It invests mainly in venture capital. They specialize in investments in early-stage health care, biotech, and other life science opportunities. The assets of the firm are managed and governed by the executive management team.

Reykjavik, Iceland

Friðrik  Steinn Kristjánsson

Souter Investments is a UK family investment office specializing in private equity. Founded in 2006, the firm's companies are generally, although not exclusively, UK-headquartered with international markets. In addition to direct private equity, Souter also invests in quoted markets and real estate and makes very selective allocations to funds. Souter generally does not invest in start-ups or in the armaments, alcohol, gambling, payday loans, or tobacco industries.

Edinburgh, United Kingdom

Maurice  Shamash

Spectrum Value Management is a single-family office based in Rapperswil-Jona, Switzerland. Established in 2002, the firm manages and looks after the commercial and private interests of Thomas Schmidheiny and his family. The firm is responsible for the development and implementation of a philanthropy strategy for the family and the management of several foundations set up by the family. It also monitors the performance of those foundations which are otherwise managed outside the family office. Finally, it provides ongoing advice to the family on questions regarding donating and philanthropy. The assets of the firm are managed by the executive management team.

Rapperswil-Jona, Switzerland

Stonehage Fleming is a multi-family office based in London, United Kingdom. Established in 2000, Stonehage merged with Fleming Family to create Stonehage Fleming. The firm advises on behalf of around 250 families from 11 offices in 7 jurisdictions. The firm helps international families manage their wealth and protect their legacy for generations to come. The assets of the firm are managed by the executive management team.

London, United Kingdom

Richard  Hill

Tactical Management is a private equity firm focused on special situations based in Dubai. Established in 2017, it provides a variety of services including Estate Planning, Objective Financial Council, and Risk, and Lifestyle Management. The firm partners with co-investors to navigate the projects to scalable growth through their investment banking, operational and mentoring experience. It is an independent advisory and investment firm, which is being specialized in mid-market projects in the range of $20 million to $300 million. The investments are managed by the executive management team.

Dubai, United Arab Emirates

Raphael  Nagel

The CAPROCK Group is a multi-family office based in Boise, Idaho. Established in 2005, the firm develops customized, comprehensive, and strategic financial solutions for high-net-worth individuals and families. The firm invests in people and technology to deliver transparent, comprehensive performance reporting while serving as each family's Chief Investment Officer and Chief Financial Officer. The firm specializes in alternative assets, private equity, venture capital, hedge funds, and private wealth management. The assets of the firm are managed by the executive management team.

Boise, ID

Richard  Rock

Thominvest Group is a single-family office based in Helsinki, Finland. Established in 1911, the firm is a private investment group and family office. The group businesses comprise equity holdings and alternative investments, such as real estate, private equity, and venture capital. The company is owned by investment companies Thomasset and Thomfinance. The assets and investments of the company are managed by the executive management team.

Helsinki, Finland

Mats  Söderström

Truncus is a multi-family office based in Zele, Belgium. Established in 2001, the firm is a Belgian multidisciplinary family office with its own asset management department and is a promoter of the Truncus Equity Investment Fund, Truncus Best Selection Fund, and Truncus World Value Creation fund. Truncus' asset management focuses on entrepreneurs, wealthy families, and institutional organizations that want to deal with their assets professionally. It also advises clients in managing the complexity of their assets and in transferring them through their other services. The assets of the firm are managed by the Board of Directors.

Zele, Belgium

Stefaan  Vanden Berghe

TryghedsGruppen is an insurance company based in Virum, Denmark. Established in 1991, the company creates value and security through long-term investments and non-profit distributions. It is the principal owner of Tryg and is responsible for TrygFonden. The assets are managed by the supervisory board.

Virum, Denmark

Ulrik  Andersson

Wescott Financial Advisory Group is an investment advisory firm based in Philadelphia, Pennsylvania. Established in 1987, the firm provides wealth management services to high net worth individuals, families, trusts, foundations, pensions and other institutions. The firm additionally operates through its offices in Ft. Washington and Miami. The assets of the firm are managed by the executive management team.

Philadelphia, PA

Mark E. McCarron

Winnipeg Capital is a financial institution based in Lima, Peru that adds value to its clients and investors beyond the traditional transactional approach. Established in 2017, it has four business units: Corporate Finance, Asset Management, Capital Markets, and Multi-Family Office. The assets are managed by the executive multidisciplinary management team. In the Asset Management area, Winnipeg Sociedad Gestora de Fondos de Inversión manages and structures various investment vehicles, including private funds, with different themes and risk profiles.

Lima, Peru

Jose Garcia Herz

Winterberg Group is a multi-family office based in Zug, Switzerland. Established in 2011, the firm is mainly focused on Buy and Build with SMEs in succession situations in the DACH region. Despite being industry-agnostic, the firm has deep expertise in healthcare and medical equipment supply, circular economy, and testing sectors. The firm acts as an active investor who, through its own experience and human capital, is able to provide its portfolio companies with highly effective support. This applies to startups, mature SMEs in succession situations, and also to many other special situations in the life cycle of a company. The assets are managed by the executive management team.

Zug, Switzerland

Grigory  Budakov

Wisdom Family Office is an independent multifamily family office based in Mexico City, Mexico. Established in 2019 the multifamily family office is operated by financial, tax, and legal experts. Provides personalized wealth management and strategic consulting services to select families, individuals, and institutions. The assets are managed by the executive team.

Benito Juarez, Mexico

Agustin  Santellan