Data Search Family Offices

Results for Family Offices

Family Office
Address
Branch Offices
Key Investment Professionals
West Capital Advisors
Multi Family Office
Cincinnati, Ohio
United States
513-984-7980
http://www.westcapadv.com/
Chicago, Illinois
United States
Mark Richey
Managing Director
mark@westcapadv.com

Madeleine Ludlow
Co-founder and Chairman of the Board
mludlow@westcapadv.com

Michelle Murcia
Venture Partner
michelle@westcapadv.com
CoastEdge Partners
Multi Family Office
888 Prospect Street, Suite 220
La Jolla, California 92037
United States
858-997-2777
http://www.coastedge.com
-
Richard Effress
Founder and Chief Investment Officer

Steve Simpson
Managing Partner

Parker Bush
Vice President & Portfolio Manager

Kristin Farren Moss
Vice President, Investments
ZT Corporate
Multi Family Office
1535 West loop South , Suite 410
Houston, Texas 77027
United States
713-231-2131
http://www.ztcorporate.com
11233 Shadow Creek Pkwy
Suite 313
Pearland, Texas 77584
United States

641 Lexington Ave
18th Floor
New York, New York 10022
United States
Nuruddin Ali
Executive Vice President - Private equity
nali@ztcorporate.com

Taseer Badar
Chairman & CEO
tbadar@ztcorporate.com

Kraig Killough
Managing Director
kkillough@ztcorporate.com

Troy Pike
Group Chief Operating Officer
tpikie@ztcorporate.com
Boston Private Wealth LLC
Multi Family Office
One Federal Street, 30th Floor
Boston, Massachusetts 02110
United States
800-422-6172
http://www.BostonPrivateWM.com
9465 Wilshire Boulevard, Suite 800
Beverly Hills, California 90210
United States

121 Alhambra Plaza, Suite 1202
Coral Gables, Florida 33134
United States

433 California Street, 2nd Floor
San Francisco, California 94104
United States
Thomas Anderson
COO
617-912-3678

Gretchen Lucas
Managing Director, Family Office Services
415-795-9256

Corey Griffin
CEO

David Costigan
Commercial Loan Officer
617-912-4430
BDT Capital Partners
Multi Family Office
401 N. Michigan, Suite 3100
Chicago, Illinois 60611
United States
312-660-7300
https://www.gbl.be/en/portfolio/bdt-capital-partners
-
Byron Trott
Founder, Chairman, and CEO
312-660-7300

San Orr
Partner and COO
312-660-7300

Chip Dunn
Managing Director
312-660-7300
Ballentine Partners
Multi Family Office
230 Third Avenue, Floor 6
Waltham, Massachusetts 02451
United States
781-314-1300
http://www.ballentinepartners.com
3507 Kyoto Gardens Drive, Suite 320
Palm Beach Gardens, Florida 33410
United States

PO Box 1860
Wolfeboro, New Hampshire 03894
United States
Roy Ballentine
Executive Chairman and Founder
603-737-1220
rballentine@ballentinepartners.com

David McMorrow
President and CEO
781-314-1321
dmcmorrow@ballentinepartners.com

Will Braman
Partner and Chief Investment Officer
781-314-1312
wbraman@ballentinepartners.com

Coventry Edwards-Pitt
Partner and Chief Wealth Advisory Officer
781-314-1322
cedwards-pitt@ballentinepartners.com

Claudia Shilo
Partner and Chief Financial Officer
603-737-1212
cshilo@ballentinepartners.com
Veritable, LP
Multi Family Office
6022 West Chester Pike
Newtown Square, Pennsylvania 19073
United States
610-540-2034
http://www.veritablelp.com
-
Lorraine Corlet
Portfolio Manager
610-540-2034
lcorlet@veritablelp.com
Spindletop Capital
Multi Family Office
11401 Century Oaks Terrace, Suite 410
Austin, Texas 78758
United States
512-961-4633
http://www.spindletopcapital.com
-
Dr. Evan Melrose
Founding Managing Director and Managing Director
512-961-4633 ext. 7010
evan@spindletopcapital.com

Steve Whitlock
Managing Director
steve@spindletopcapital.com

Jeff Bush
Director of Finance
jeff@spindletopcapital.com

Rod Altman
Managing Director
rod@spindletopcapital.com
Litman Gregory Asset Management
Multi Family Office
1676 N. California Street, Suite 500
Walnut Creek, California 94586
United States
415-461-8999
http://www.lgam.com
100 Larkspur Landing Circle, Suite 204
Larkspur, California 94939
Meredith Etherington
Senior Investment Advisor
415-526-4387
meredith.etherington@lgam.com
Filament, LLC
Multi Family Office
701 Pike Street,
Suite 2225
Seattle, Washington 98101
United States
206-436-2300
http://www.filamentllc.com
-
Phillip Vitale
Chief Investment Officer
206-436-2300
research@filamentllc.com
Bregal Investments
Multi Family Office
277 Park Avenue, 29th Floor
New York, New York 10172
United States
212-573-6235
http://www.bregal.com
81 Fulham Road, 3rd Floor
London, SW3 6RD
United Kingdom

Windward House, 2nd Floor
La Route de la Liberation
St Helier, Jersey, JE2 3BQ
United Kingdom

Marstallstr. 11
D-80539
Munich
Germany
Chuck Flynn
Managing Director
212-573-6235
cflynn@bregal.com

Jan Faber
Managing Director
44 207 408-1663
jfaber@bregal.com

Giselle Bright
Investment Director
44 207 408-1663
gbright@bregal.com

John Kopec
Vice President
212-573-6235
jkopec@bregal.com

Sarah Claypool
Director
212-573-6235
sclaypool@bregal.com

Carina Eastwood
Director
44 207 408-1663
ceastwood@bregal.com
Berylian Capital LLC
Multi Family Office
1395 Brickell Avenue, Suite 800
Miami, Florida 33131
United States
305-671-3411
-
Rishi Gautam
CFO
305-671-3411
rishi@berylian.com
Crestone Capital Advisors
Multi Family Office
1048 Pearl Street
Suite 450
Boulder, Colorado 80302
United States
303-442-4447
http://www.crestonecapital.com
-
Eric Kramer
Founder, CEO & CIO

Jack Swift
President

Colby Stilson
CFO

Michael McGowan, CFA
Senior Investment Analyst

Miles Cooke, CFA
Senior Investment Analyst
Alterna Private Equity Group
Multi Family Office
1050 G Street
San Diego, California 92101
United States
619-243-1293
-
Juan Pasalagua
Managing Director
619-243-1293
juan@alternainvestments.com
Breeze Ventures Management
Multi Family Office
228 Hamilton Avenue, Suite 300
Palo Alto, California 94301
United States
650-302-8942
http://www.breezeventures.com
-
Colin Breeze
Founder, CEO
650-302-8942
colin@breezeventures.com
Solamere Capital
Multi Family Office
137 Newbury Street, Seventh Floor
Boston, Massachusetts 02116
United States
857-362-9205
http://www.solamerecapital.com
-
Mitt Romney
Executive Partner Group Chairman

Tagg Romney
Managing Partner

Eric Scheuermann
Managing Partner

Spencer Zwick
Managing Partner

Vaibhav Saraiya
Principal
William Harris Investors Inc.
Multi Family Office
191 North Wacker Drive, Suite 1500
Chicago, Illinois 60606
United States
312-621-0590
http://www.whi.com
-
Jack Polsky
Chief Executive Officer
312-621-0590
jpolsky@whi.com

Adam Langsam
Chief Operating Officer
312-621-0590
alangsam@whi.com

Charles Polsky
Portfolio Manager
312-621-0590
cpolsky@whi.com

Mary-Beth Stephens
Senior Vice President
312-621-0590
bstephens@whi.com
Fiduciary Co-Investment Partners
Multi Family Office
31 Draycott Avenue
SW3 3BS
London,
United Kingdom
44 78 80 725 600
-
Claudio Siniscalco
Founder and Managing Partner
csiniscalco@fc-partners.com

Nikola Vukovic
Vice President
nvukovic@fc-partners.com
MSF Capital
Multi Family Office
822 E. 19th Street
Brooklyn, New York 11230
United States
646-318-4188
-
Michael Felman
President
646-318-4188
michael@msfcapitaladvisors.com
Confidas Capital LLC
Multi Family Office
680 Fifth Avenue
19th Floor
New York, New York 10019
United States
212-957-0517
http://www.confidascapital.com
-
Demian Waldman
Managing Partner
212-957-0517
dwaldman@confidascapital.com
The Alberleen Group
Multi Family Office
350 Fifth Avenue
Suite 5310
New York, New York 10118
United States
(212) 993‑7400
https://www.alberleen.com/
-
Jay Linde
Senior Managing Director
(212) 220-2716
jay@alberleen.com

Steven H. Nigro
Managing Partner
(212) 993-7431
snigro@tagfingroup.com

Douglas Hercher
Principal & Managing Director
(212) 993-7424
dhercher@robert-douglas.com

Robert B. Stiles
Principal & Managing Director
(415) 578-9247
rstiles@robert-douglas.com

Stephen O'Connor
Principal & Managing Director
(310) 402-2820
soconnor@robert-douglas.com

Steve Casey
Managing Director
(212) 993‑7414
steve@alberleen.com
SJF Partners
Multi Family Office
14 Blattner Close
Elstree, Hertfordshire,
United Kingdom
44-7760-618506
-
Spencer Miller
Director
+44-7760-618506
Verlinvest
Multi Family Office
Place Eugène Flagey 18
B-1050
Brussels,
Belgium
+32-2-626-9870
http://www.verlinvest.be
215 Park Avenue South
Suite 2005
New York, New York 10003
United States

163 Penang Road
Winsland House
Singapore
Clement Pointillart
Principal
Info-nyc@verlinvest.com

Arjun Anand
Principal
Info-sgp@verlinvest.com
Soma Capital
Multi Family Office
2710 Sandhill Road
Menlo Park, California 94025
United States
http://info@somacapital.io
1907 Marina Plaza Dubai Marina
POBox 26553
Dubai
Utd. Arab Em.

44 Elvaston Place
London, SW75NP
United Kingdom
Vivek Ranadive
Managing Partner

Aneel Ranadive
Managing Partner
Stonehage Fleming
Multi Family Office
15 Suffolk Street
London, SW1Y 4HG
United Kingdom
+44-207-036-7000
http://www.stonehagefleming.com
-
Richard Clarke-Jervoise
Partner
Rockefeller Financial
Multi Family Office
10 Rockefeller Plaza
New York, New York 10020
United States
212-549-5100
http://www.rockco.com
-
David Harris
Chief Investment Officer
212-549-5219
dharris@rockco.com

Jimmy Chang
Chief Investment Strategist
212-549-5218
jchang@rockco.com

Ray Wareham
Vice Chairman and Senior Client Advisor
McNally Advisors, LLC
Multi Family Office
190 South La Salle Street
Suite 3250
Chicago, Illinois 60603
United States
312-357-3710
http://www.mcnallycapital.com
-
Ward McNally
Managing Partner
312-357-3715
ward@mcnallycapital.com

Frank McGrew IV
Managing Partner
312-357-3058
fmcgrew@mcnallycapital.com

Adam Lerner
Partner
312-357-3722
alerner@mcnallycapital.com

Beth Rahn
Vice President & Head of Family Capital
312-357-3717
brahn@mcnallycapital.com
Kutch Chushmita Ltd.
Multi Family Office
310 Peninsula Corporate Park
Mumbai, Maharashtra,
India
+91 22-6321-8976
-
Ruchik Chauhan
Director
+91 22-6321-8976
ruchik_oasis@hotmail.com
IWP Wealth Management
Multi Family Office
2719 East Third Avenue
Denver, Colorado 80206
United States
720-328-9701
http://www.iwpwealth.com
-
Kevin McCabe
Managing Director
720-328-9701
kevin@iwpwealth.com

Chris Dzurinko
Managing Director
720-328-9701
chris@iwpwealth.com

Ken O'Brien
Member
720-328-9701
ken@iwpwealth.com

Charlie Willhoit
President
720-328-9701
charlie@iwpwealth.com
Ferguson Wellman Capital Management, Inc.
Multi Family Office
888 SW Fifth Avenue, Suite 1200
Portland, Oregon 97204
United States
503-226-1444
http://www.fergusonwellman.com
-
George Hosfield
Director, CIO
503-226-1444
hos@fergwell.com

Dean Dordevic
Director
503-226-1444
dmd@fergwell.com

Timothy Carkin
Senior VP
503-226-1444
carkin@fergwell.com

James Coats
Executive VP
503-226-1444
coats@fergwell.com
Commonwealth Bank & Trust
Multi Family Office
4350 Brownsboro Road, Suite 210
Louisville, Kentucky 40207
United States
502-259-2500
https://cbandt.com/
-
Robert Hawkins
CIO
502-259-2534
rob.hawkins@cbandt.com
Crow Holdings Capital - Investment Partners
Multi Family Office
3819 Maple Avenue
Old Parkland
Dallas, Texas 75219
United States
214-661-8000
http://www.crowholdings.com
-
Jed Johnson
Senior Managing Director
214-661-8081
jjohnson@crowholdings.com
Diamond Wealth Strategies
Multi Family Office
5 Revere Drive
Suite 200
Northbrook, Illinois 60062
United States
847-686-1069
http://diamondwealthstrategies.com/
-
Ronald S. Diamond
CEO
847-686-1069
ron@diamondwealthstrategies.com

Bruce D. Werner
Advisory Board
Favara Family Office
Multi Family Office
8th Avenue, 7th floor
Pelham, New York 10803
United States
-
Wendy Craft
Chief Operating Partner
wcraft@favarafo.com
Bienville Capital
Multi Family Office
521 5th Avenue
35th floor
New York, New York 10175
United States
212-226-7348
https://www.bienvillecapital.com/
-
Cullen Thompson
CIO & Co-Founder

Ralph Reynolds
Chairman & Co-Founer
ralph.reynolds@bienvillecapital.com

Billy Stimpson
CEO & Co-Founder
WE Family Offices, LLC
Multi Family Office
701 Brickell Ave., Suite 2100
Miami, Florida 33131
United States
305-825-2225
http://www.wefamilyoffices.com
1270 Avenue of the Americas, Suite 2101
New York, New York 10020
United States
Maria Elena "Mel" Lagomasino
Managing Partner
305-825-2225
mel.lagomasino@wefamilyoffices.com

Santiago Ulloa
Managing Partner
305-825-2225
Santiago.ulloa@wefamilyoffices.com

Julie Neitzel
Partner, Advisor (has a hand in alternative-manager research)
305-825-2225
julie.neitzel@wefamilyoffices.com

Ted McCutcheon
Partner, General Counsel, Chief Compliance Officer
305-825-2225
ted.mccutcheon@wefamilyoffices.com
Ocean Road Advisors, Inc.
Multi Family Office
767 Fifth Avenue, 18th Floor
New York, New York 10153
United States
212-599-3500
http://www.oceanroadadvisors.com
-
Edward Meyer
Chairman and Chief Executive Officer
edward.meyer@oceanroadadvisors.com

Anthony Meyer
President
anthony.meyer@oceanroadadvisors.com

Liela Figleaf
Director of Hedge Fund Investments
liela.figleaf@oceanroadadvisors.com

Mark Varous
Chief Financial Officer
mark.varous@oceanroadadvisors.com
Palomino Capital
Multi Family Office
2020 Boulevard Robert-Bourassa
Suite 2040
Montreal, Quebec,(CA)
Canada
+514-985-2107
http://www.palominocapital.com/
-
Gary Alexander
CEO
info@palominocapital.com

Avi Hasen
VP
info@palominocapital.com

Alexander Matthews
Senior Investment Analyst
info@palominocapital.com

Franca Commodari
Director of Finance
info@palominocapital.com
Vistara Capital Partners
Multi Family Office
1285 West Broadway
Suite 680
Vancouver, British Columbia,(CA) V6H 3X8
Canada
604-449-5620
https://vistaracapital.com
-
Randy Garg
Managing Partner
604-449-5620
randy@vistaracapital.com

Noah Shipman
VP of Investments
604-449-5620
noah@vistaracapital.com

John O'Donoghue
Senior Associate
604-449-5620
john@vistaracapital.com
Ashland Capital Partners
Multi Family Office
100 S. Wacker Drive
Suite 1100
Chicago, Illinois 60606
United States
312-558-5935
http://www.ashlandcap.com
-
John Lorentzen
Co-Founder
312-558-5935
jlorentzen@ashlandcap.com

Jim Lynch
Co-Founder
312-558-5935
jlynch@ashlandcap.com
Berlin-Kahn-MacKay Family Trust
Multi Family Office
-
Oswald Kahn MacKay
CEO/CIO
oswald.mackay@berlinkahn.com
Perspecta Trust
Multi Family Office
One Liberty Lane East
Hampton, New Hampshire 03842
United States
603-929-2700
https://perspectatrust.com/
-
Stephen J. Tall
CFO and COO
603-929-2246
stall@perspectatrust.com

Anthony J. Annino
CIO and Treasurer
603-929-2236
aannino@perspectatrust.com

John Crowley
CFO
603-929-2619
jcrowley@perspectatrust.com

Kara Dougherty
Investment Council
603-929-2223
Foundation Holdings
Multi Family Office
Emirates Financial Towers
Office 2106
Dubai,
Utd. Arab Em.
http://www.foundationholdings.co
DIFC P.O. Box 507275
Dubai
Utd. Arab Em.
Abhishek Sharma
Founder & CEO
971-4-431-7671
a.sharma@foundationholdings.co

Tharshan Wijey
Chief Investment Officer
971-4-431-7671
t.wijey@foundationholdings.co
Abbot Downing
Multi Family Office
90 South 7th Street
Suite 5100
Minneapolis, Minnesota 55402
United States
888-648-8157
http://www.abbotdowning.com
401 South Tryon Street
2nd Floor
Charlotte, North Carolina 28202
United States

1700 Lincoln Street, 48th Floor
Denver, Colorado 80203
James Steiner
President
612-667-1766
James.Steiner@abbotdowning.com

Carol Schleif
Chief Investment Officer-Asset Management
612-667-1058
carol-schleif@abbotdowning.com
Clear Creek Private Investors
Multi Family Office
75, 14th Street
Suite 2700
Atlanta, Georgia 30309
United States
404 995 1722
http://www.clearcreekpi.com/people.html
-
George Pfeil
Partner
gpfeil@clearcreekpi.com
Skyview Capital
Multi Family Office
8th floor, North Tower
2000 Avenue of the Stars
Los Angeles, California 90067
United States
310-273-6000
http://www.skyviewcapital.com/contact-us/
4901 LBJ Freeway, Suite 101
Dallas,, Texas 75244
United States
Alex Soltani
Founder, chairman and CEO
310-273-6000

Matthew Oehlmann
Head of Global Business Development
310-273-6000

Darryl Smith
President of Global Portfolio Operations
310-273-6000

Darren Loos
Global Controller
310-273-6000

Jim Hall
Senior VP and General Counsel
310-273-6000

Rick Bigelow
Senior VP of Portfolio Operations
310-273-6000

Christopher Aye
Head of M&A
310-273-6000
Concurrence Capital Holdings
Multi Family Office
40 Pearl Street NW, Suite 900
Grand Rapids, Michigan 49503
United States
http://www.concaphold.com
-
Michael Brom
Managing Partner
616-649-2510
mjb@concaphold.com

Jason Byrd
Managing Partner
616-682-7532
jtb@concaphold.com
J. Hunt Holdings
Multi Family Office
8320 Old Courthouse Road
Suite 200
Vienna, Virginia 22182
United States
http://jhuntholdings.com
-
James Hunt
Founder
Email: http://jhuntholdings.com/contact
Wunderlich Securities
Multi Family Office
40 S Main St
Memphis, Tennessee 38103
United States
901-251-1330
-
George Timbrell
Head of Alternatives
212-558-8962
georgetimbrell@wundernet.com
Starr Investment Holdings, LLC
Multi Family Office
399 Park Avenue, 17th Floor
New York, New York 10022
United States
212-230-5050
http://www.starrholdings.com
-
Geoffrey Clark
Senior Managing Director
gclark@starrholdings.com

Martin McNulty Jr.
Managing Director
mmcnulty@starrholdings.com

Alexandra Coppet
Managing Director
acoppet@starrholdings.com
Spearhead Capital, LLC
Multi Family Office
12012 South Shore Blvd., Suite 112
Wellington, Florida 33414
United States
561-801-7302
http://www.spearheadllc.com
-
Todd Walters
CEO, Managing Principal, and Co-Founder
twalters@spearheadllc.com

David Reynolds
Vice President of Business Development
dreynolds@spearheadllc.com
Sentinel Trust Company, L.B.A.
Multi Family Office
2001 Kirby Drive, Suite 1200
Houston, Texas 77019
United States
713-529-3729
-
Dennis Montz
Senior Vice President, Director of Private Investments
713-630-9642
dmontz@sentineltrust.com
Quilvest
Multi Family Office
527 Madison Avenue, 11th Floor
New York, New York 10022
United States
212-920-3800
http://www.quilvest.com
46 Albemarle Street
London, W1S 4JN
United Kingdom

9 Queens Road, Suite 2504
Hon Kong
China

Gate Village 4, Office 105-DIFC
PO Box 506724
Dubai
Utd. Arab Em.
Guy Zarzavatdjian
Senior partner

Charles Davis
Partner

Matthew Haimes
Partner

Michele Kinner
Partner
Quabbin Capital
Multi Family Office
160 Federal Street
Boston, Massachusetts 02110
United States
617-330-9041
http://www.quabbincapital.com
-
John Snow
President and Managing Director

Steven Leese
Managing Director

Charles Wahle
Managing Director
The Myer Family Company
Multi Family Office
9 Castlereagh Street, Suite 1, Level 30
Sydney, NSW 2000
Australia
61 2 9224 7600
http://www.mfco.com.au
360 Collins Street
Melbourne, VIC 3000
Australia

40 St Quentin Avenue, Suite 12, Level 1
Claremont, WA 6010
Australia
Julian Robertson
Head of WA
61 2 9224 7600
julian.robertson@mfco.com.au

Maria Lui
Head, Family Office
61 3 9207 3000
maria.lui@mfco.com.au
MPK Equity Partners
Multi Family Office
3000 Turtle Creek Boulevard
Dallas, Texas 75219
United States
214-238-5802
http://www.mpkequitypartners.com
-
Patrick McGee
Managing Partner
214-238-5801
patrick@mpkequitypartners.com

Doug Kennealey
Managing Partner
214-238-5802
doug@mpkequitypartners.com

Nick Huerta
Vice President
214-238-5804
nick@mpkequitypartners.com
Meritage Capital, LLC
Multi Family Office
515 Congress Avenue, Suite 2200
Austin, Texas 78701
United States
512-637-9700
http://www.meritagecapital.com
-
Alex Smith
Co-Founder, CEO
512-637-9700
alex@meritagecapital.com

Tom Meredith
Co-Founder
512-637-9700

Joe Wade
Chief Investment Officer
512-637-9700

Glenn Stotts
Deputy Chief Investment Officer
512-637-9700
glenn@meritagecapital.com
Krusen Capital Management
Multi Family Office
320 Park Avenue, 18th Floor
New York, New York 10022
United States
212-823-0809
http://www.krusencapital.com
-
Charles Krusen
Chief Executive Officer
charles.krusen@krusencapital.com
Kenex Holdings
Multi Family Office
150 N. Wacker, Suite 3025
Chicago, Illinois
United States
312-675-4314
http://www.kenexholdings.com
-
Nick Kuneman
Partner
312-675-4314
njk@kenexholdings.com

Mike Kenefick
Partner
312-675-4314
mpk@kenexholdings.com
KCB Management LLC
Multi Family Office
117 E Colorado Blvd, Suite 400
Pasadena, California 91105
United States
626-356-0944
http://www.kcbpem.com
-
Harvey Knell
Founder and President
646-356-0944
hknell@kcbm.com

Lorin Knell
Managing Director
646-356-0944
lknell@kcbm.com

Peter Knell
Managing Director
646-356-0944
pknell@kcbm.com
Iconiq Capital, LLC
Multi Family Office
394 Pacific Avenue, 2nd Floor
San Francisco, California 94111
United States
415-967-7763
http://www.iconiqcapital.com
15 East 26th Street, 6th Floor
New York, New York 10010
Divesh Makan
Partner

Michael Anders
Founding Partner

Chad Boeding
Partner

Sarah Kim
Head of Private Markets and Co-Investments
Boston FOC
Multi Family Office
88 Broad Street
Boston, Massachusetts 02110
United States
617-624-0800
http://www.bosfam.com/history.html
-
benjamin T. Richardson
Chief Investment Officer
203-984-4447
brichardson@bostonfoc.com
C.M. Capital Corporation
Multi Family Office
525 University Avenue, #200
Palo Alto, California 94301
United States
650-326-6480
http://www.ccapital.com
-
Bruce Madding
Chief Executive Officer and Chief Investment Officer
650-326-6480
bruce@cmcapitaladvisors.com

Nicole Belytschko
Managing Director, Private Equity
nicole@cmcapitaladvisors.com

Keith Seibert
Managing Director, Hedge Funds
keith@cmcapitaladvisors.com
Atlantic Trust Private Wealth Management
Multi Family Office
3290 Northside Parkway, 7th Floor
Atlanta, Georgia 30327
United States
404-881-3400
http://www.atlantictrust.com
401 Congress Avenue
Suite 2450
Austin, Texas 78701
United States

100 Federal Street
37th Floor
Boston, Massachusetts 02110
United States
David Donabedian, CFA
Chief Investment Officer
410-649-4302
ddonabedian@atlantictrust.com

W. Scott Thompson II
Managing Director
404-881-3400
SCS Financial Services
Multi Family Office
888 Boylston Street
Boston, Massachusetts 02199
United States
617-204-6400
http://www.scsfinancial.com
919 Third Avenue
New York, New York 10022
United States

9777 Wilshire Blvd
Beverly Hills, California 90212
United States
Peter Lacaillade
Managing Director
617-204-6400
placaillade@scsfinancial.com

Steve Oristaglio
Co-Chief Investment Officer, President
617-204-6400
soristaglio@scsfinancial.com

Peter Mattoon
Chairman and Chief Executive Officer, Co-Founder
617-204-6400
pmattoon@scsfinancial.com
American Revitalization Partners
Multi Family Office
10 Witherell Street
Suite 3001
Detroit, Michigan 48226
United States
313-202-9030
-
Randy Chappel
Managing Director
313-202-9030
rchappel@arptrs.com

James Collet
Managing Director
313-202-9030
jcollet@arptrs.com

David Albin
Director
313-202-9030
dalbin@arptrs.com

Kyle Bethancourt
Director
313-202-9030
kbethancourt@arptrs.com
SFO Group
Multi Family Office
Tabaris 812
Beirut,
Lebanon
+961 1 204 830
http://www.sfogroup.com/
-
Mohamed Abouchalbak
CEO
info@sfogroup.com
ArchPoint Investors
Multi Family Office
444 W. Lake Street
Suite 1900
Chicago, Illinois 60606
United States
312-506-6015
http://www.archpointinvestors.com/home.html
2525 Ponce De Leon Blvd.
Suite 300
Coral Gables, Florida 33134
United States
Alfredo Botty
Founder and Managing Partner
abotty@archpointinvestors.com

Ralph Lipford
Managing Director
rlipford@archpointinvestors.com

Alex Paul
Managing Director
apaul@archpointinvestors.com
Sofina
Multi Family Office
Rue de l’Industrie, 31
Brussels,
Belgium
+32-0-2-551-0611
https://www.sofinagroup.com/company-profile/
Boulevard Joseph II, 8a
Luxembourg

108 Amoy Street #03-01
Singapore
Harold Boël
CEO
info@sofinagroup.com

Jean-François Burguet
Investment Manager
info@sofinagroup.com

Giulia Van Waeyenberge
Senior Investment Manager
info@sofinagroup.com

Mathieu Poma
Senior Investment Manager
info@sofinagroup.com
EFO Holdings LP
Multi Family Office
2828 Routh Street
Suite 500
Dallas, Texas
United States
214-849-9800
http://www.efoholdings.net
-
Julie Krupala
CFO

Robert P. Grammen
Partner
LVW Advisors
Multi Family Office
67 Monroe Avenue
Pittsford, New York 14534-1319
United States
585-267-4900
http://www.lvwadvisors.com
-
Lori Van Dusen
Founder, CEO, Co-CIO
585-267-4901
lvandusen@LVWAdvisors.com

Joseph Zappia
Managing Partner, Principal
585-267-4951
JZappia@LVWadvisors.com

Richard Van Kuren
Senior Partner
585-267-4903
rvankuren@lvwadvisors.com

Jeffrey Wagner
Managing Partner
585-267-4904
jwagner@lvwadvisors.com
Promus Capital LLC
Multi Family Office
30 South Wacker Drive, Suite 1600
Chicago, Illinois 60606
United States
312-784-3990
http://www.promusholdings.com
-
Andrew Code
Partner
312-662-5485
acode@promusequity.com

Steve Brown
Partner
312-662-5488
sbrown@promusequity.com

Sarah Wuellner
Partner
312-870-5223
swuellner@promusequity.com

Brian Musso
Partner
312-784-3990
bmusso@promusequity.com

Patrick Fisher
Partner
312-784-3990
pfisher@promusequity.com
Oak Hill Capital Partners
Multi Family Office
65 E 55th Street
32nd Floor
New York, New York 10022
United States
212-527-8400
http://www.oakhillcapital.com
2775 Sand Hill Road, Suite 220
Menlo Park, California 94025
United States

One Stamford Plaza
263 Tresser Blvd. 15th Floor
Stamford, Connecticut 06901
United States
J. Taylor Crandall
Managing Partner

Tyler Wolfram
Managing Partner
twolfram@oakhillcapital.com

Andy Burdick
Managing Director
aburdick@oakhillcapital.com
Huizenga Capital Management, LLC
Multi Family Office
2215 York Road, Suite 500
Oak Brook, Illinois 60523
United States
630-990-2100
-
David Bradley
President
630-990-2100
dbradley@huizengacapital.com

PJ Huizenga
Principal
630-990-2100
phuizenga@huizengacapital.com

Brad Bryndal
Managing Director
630-990-2100
bbryndal@huizengacapital.com
HQ Capital Private Equity LLC
Multi Family Office
1290 Avenue of the Americas, Floor 10
New York, New York 10104
United States
212-863-2300
http://www.hqcapital.com
-
Stephen Wesson
Managing Director - Head of Global Private Equity
212-863-2300
wesson@auda.net

Chris Lawrence
Managing Director
212-863-2300
lawrence@auda.net
Family Office Advisor
Multi Family Office
141 East Boston Post Road
Mamaroneck, New York 10543
United States
914-698-4123
http://www.foadvisor.com
-
Peter Formanek
Partner
914-777-0100
peter@foadvisor.com
Delegate Advisors
Multi Family Office
1335 Environ Way
Chapel Hill, North Carolina 27517
United States
919-932-8400
http://www.delegateadvisors.com
801 Montgomery Street, Suite 200
San Francisco, California 94133
United States
Andy Hart
President and Chief Advisor
415-432-4355
andy@delegateadvisors.com

Robert Borden
Chief Investment Officer
919-932-8400
bob@delegateadvisors.com

Chris Roth
Senior Advisor
919-932-8400
chris@delegateadvisors.com
Dakota Pacific Holdings
Multi Family Office
299 South Main Street, #2450
Salt Lake City, Utah 84111
United States
801-961-1131
http://www.jrmiller.com/dakota-pacific-holdings
-
John Miller
Founder and CEO

Ryan Miller
Managing Director
Brandywine Group Advisors
Multi Family Office
501 Madison Avenue
New York, New York 10022
United States
212-319-2700
http://www.brandywinetrust.com
-
Sharon Roush
Director
212-319-2700
sroush@bganyc.com
Bessemer Trust
Multi Family Office
630 Fifth Avenue
New York, New York 10111
United States
212-708-9100
http://www.bessemertrust.com
Two International Place
Boston, Massachusetts 02110
United States

70 West Madison Street, Suite 4900
Chicago, Illinois 60602
United States

101 California Street, Suite 2500
San Francisco, California 94111
United States
Marc Stern
Chief Executive Officer
212-708-9100
stern@bessemer.com

George Wilcox
President
212-708-9100
wilcox@bessemer.com

Rebecca Patterson
Chief Investment Officer
212-708-9100
patterson@bessemer.com

Charles Bryceland
Managing Director and Head of Alternatives
212-708-9100
bryceland@bessemer.com
American Securities LLC
Multi Family Office
299 Park Avenue
34th Floor
New York, New York 10171
United States
212-476-8000
http://www.american-securities.com
989 Changle Road, The Center
Suite 3311
Shanghai, 200031
China
Michael Fisch
Managing Director and CEO
212-476-8051
mfisch@american-securities.com

Ee-Ping Ong
Senior Director & China Country Head
+86-21-5419-1100
eong@american-securities.com
Stanhope Capital
Multi Family Office
35 Portman Square
London, W1H 6LR
United Kingdom
+44-20-7725-1800
http://www.stanhopecapital.com
5, Square de l'Academie
Geneva
Switzerland
Daniel Pinto
Co-Founder and Chief Executive
dpinto@stanhopecapital.com

Julien Sevaux
Associate Partner
jsevaux@stanhopecapital.com

Jonathan Bell
Chief Investment Officer
jbell@stanhopecapital.com
Andina Family Offices
Multi Family Office
2600 Executive Parkway
#451
Lehi, Utah 84043
United States
801-653-0564
http://www.andinafamilyoffices.com
12625 High Bluff Dr
Suite 210
San Diego, California 92130
United States

11999 San Vicente Boulevard
Los Angeles, California 90049
United States
Eric Barlow
CEO

Nate Adamson
Vice President of Operations, Real Estate
858-227-9122
nadamson@andinafamilyoffices.com
Wendel Group
Multi Family Office
89 rue Taitbout
Paris,
France
+33-0-1-42-85-3000
https://www.wendelgroup.com/en
63 Brook Street, Mayfair
London
United Kingdom

5 rue Pierre d'Aspelt
Luxembourg

Amstelplein 1
Rembrandt Tower, 22nd floor
Amsterdam
Netherlands

152 West 57th Street
New York, New York 10019
United States
Stéphane Bacquaert
Managing Director & CEO
Intellectus
Multi Family Office
1050 Battery Street
Suite 150
San Francisco, California 94111
United States
415-795-7830
http://www.intellect.us
-
David J La Placa
Founder, Chairman, CEO
info@intellect.us

Jay Casey
Co-Founder, President
info@intellect.us

Tina Chan
Associate Partner
info@intellect.us

Ben Emons
Chief Economist
info@intellect.us

Trevor Mottl
Head of Portfolio Structure
info@intellect.us
Magnus Oak Capital
Multi Family Office
2617 Bissonnet St.
Suite 200
Houston, Texas 77005
United States
​832-791-2108
http://www.magnusoakcapital.com/
-
Austin Werner
Partner and Co-Founder
713-454-9393
​austin@magnusoakcapital.com

​Gabriel Zamora​
Partner and Co-Founder
832-723-8210
gabriel.zamora@magnusoakcapital.com
Red Lion Family Office
Multi Family Office
1345
Avenue of the Americas
New York, New York 10105
United States
212-262-4905
-
Kim Pillemer
Carlson Private Capital Partners
Multi Family Office
701 Carlson Parkway, Suite 1500
Minnetonka, Minnesota 55305
United States
763-762-2281
https://carlsonprivatecapital.com/
-
Andrew Cantwell
CEO and Managing Partner
763-762-2280
acantwell@carlsonprivatecapital.com

Taylor Moore
Partner
763-762-2281
tmoore@carlsonprivatecapital.com
CAZ Investments
Multi Family Office
One Riverway, Suite 2000
Houston, Texas 77056
United States
713-403-8250
http://www.cazinvestments.com
-
Christopher A Zook
Chairman and CIO

Isaiah Massey
Chief Financial Officer

Matt Lindholm
Director, Investment Management
Ramex, Inc.
Multi Family Office
5151 San Felipe
Suite 2325
Houston, Texas 77056
United States
713-977-5212
http://www.ramexinc.com
-
Simon Wachsberg
Vice President & Managing Director
713-977-5212
simon@ramexinc.com
Windrose Advisors
Multi Family Office
800 South Street, Suite 600
Waltham, Massachusetts 02453
United States
617-421-1750
http://www.windroseadvisor.com
-
William Heiten
Founding Partner

John Haase
Managing Partner
SPP Capital
Multi Family Office
340 Madison Avenue
New York, New York 10173
United States
212-455-4522
http://www.sppcapital.com
-
John Cable
Partner
212-455-4522
jcable@sppcapital.com
Signature Family Wealth Advisors
Multi Family Office
410 East Water Street, Suite 500
Charlottesville, Virginia 22902
United States
757-625-7670
http://www.signaturefamilywealth.com
-
Randy Webb
President & CEO
434-295-3191
randy@signatureus.com

Andrew Gorczyk
Portfolio Manager
434-295-3191
andrew@signatureus.com
Okabena Company
Multi Family Office
IDS Center
80 South Eighth Street
Minneapolis, Minnesota 55402
United States
612-217-6225
http://www.okabena.com
-
Douglas Neimann
President and Chief Investment Officer
612-217-6225
dneimann@okabena.com

James Field
President
612-217-6225
jfield@okabena.com

Scott Russett
Chief Financial Officer
612-217-6225
srussett@okabena.com

James Karges
Chief Operating Officer
612-217-6225
jkarges@okabena.com
Olde Brookside Venture, LLC
Multi Family Office
326 W. Liberty Street, Suite 5
Ann Arbor, Michigan 48103
United States
419-345-7688
-
Ben Trumbull
Manager
419-345-7688
btrumbull@tamarind-hill.com
MSD Capital, L.P.
Multi Family Office
645 Fifth Avenue
21st Floor
New York, New York 10022
United States
212-303-1650
http://www.msdcapital.com
100 Wilshire Boulevard, Suite 1700
Santa Monica, California 90401
United States

222 Lakeview Avenue
Suite 1600
West Palm Beach, Florida 33401
United States
Glenn Fuhrman
Co-Managing Partner and co-founder
212-303-1776
glenn@msdcapital.com

John Phelan
Co-Managing Partner and Co-Founder
john@msdcapital.com

Joel Alsfine
Partner
La Salle Capital
Multi Family Office
70 W. Madison Street, Suite 5710
Chicago, Illinois 60602
United States
312-236-7041
http://www.lasallecapitalgroup.com
-
Nicholas Christopher
Partner
312-237-3406
nchristopher@lasallecapital.com
GenSpring Family Offices
Multi Family Office
150 South U.S. Highway 1
Jupiter, Florida 33477
United States
561-746-8444
http://www.genspring.com
-
Ravi Ugale
Director of Private Equity
561-746-8444
ravi.ugale@genspring.com

Ernest Dawal Jr.
Chief Investment Officer
561-746-8444

Willem-Jan Hattink
Chief Executive Officer
561-746-8444

Paul Blatz
Senior Family Investment Officer
561-746-8444
paul.blatz@genspring.com

Jim Brennan
Managing Director
561-746-8444
jim.brennan@genspring.com
Gatemore Capital Management, LLC
Multi Family Office
300 Park Avenue
New York, New York 10022
United States
212-772-9900
http://www.gatemore.com
33 Cavendish Square
London, W1G 0PW
United Kingdom
Liad Meidar
CIO, Managing Partner
Imeidar@gatemore.com

Mark Hodgson
Managing Director
mhodgson@gatemore.com
Floreat Group
Multi Family Office
33 Grosvenor Street
London, W1K 4QU
United Kingdom
+44 207 318 0600
http://www.floreatgroup.com
-
Mutaz Otabi
Group Managing Partner

Hussam Otabi
Managing Partner

James Wilcox
Managing Partner
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