Family Office Blue Pages

Blue Pages

Welcome to the Family Office Blue Pages, the service provider directory for the family office industry.  Please navigate the following categories to find members of our Family Office Club and registered service providers that have been selected to be featured here.

Featured Spotlights

Add Your Listing: If you are a charter member or current partner of the Family Office Club and you would like to have your listing created in one of these categories or a new category please login to our Charter Membership member area and submit the Blue Pages Submission.  If are not a Charter Member yet and you would like to be listed here please complete your membership application.

Disclaimer: As with any service provider directory please complete your own normal due diligence on each potential service provider there is no way to certify or verify the delivery of service in any of these areas.

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Charter Member Name

Displaying 1 - 25 of 350

Nicolas Egger

Principal

Sustainable Ethical Solutions LLC

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Capital Raising - Venture Capital - Fund Distribution - M&A

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Address:

18 East 41st Street, 3rd Floor
New York, NY 10017
United States
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Brian Jones

Partner

Windmill Capital Management, LLC

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bjones@windmillcapitalmanagement.com

Windmill Capital Management is a leading capital adviser to clean energy project developers. Our affiliate, Windmill Capital Adviser LLC, is an asset manager specializing in commercial and industrial renewable energy funds.

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Address:

655 Oak Grove Avenue, Suite 1103
Menlo Park, CA 94026
United States
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Charles Schaffer

President

SDC Companies

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Providing clean alternatives to tax offsets through solar investing and wealth growth through new-build real estate developments. For over 15 years we have helped clients offset and defer taxes by strategically investing in small to medium size solar projects - most often for a non-profit that cannot take advantage of

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Address:

1346 The Alameda, Ste 7-297
San Jose, CA 95126
United States
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BRUCE ARELLA

Truview: Member & Board of Advisors, BSCA :Principal

Truview BSI, llc & BSCA Solutions, llc

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TruView Bsi, Llc is a Certified Service Disabled Veteran Owned Business: We provide a complete range of analytical investigative, background screening, risk based Intelligence solutions including Pre-Employment, Pre-Investment, Vendor/Partner Screening and our 360 Continuous Monitoring suite of risk-based intelligence solutions. We have become an extension for companies to leverage their

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Samir Bhatt

Managing Director

SHB Advisors

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Company

SHB Advisors

SHB Advisors offers investment management and advisory services. The firm is registered as an investment adviser and a commodity trading advisor.

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Address:

1050 30th St NW
Washington, DC 20007
United States
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Ruben Izgelov

Managing Partner

States Capital

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States Capital, powered by We Lend, is a private debt fund focused on funding, making, purchasing, and selling business purpose loans secured by first position liens on real estate located primarily on the east coast. States Capital allows accredited investors to invest in real estate without the risks involved with

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Address:

8810 136th Street
Kew Gardens, New York 11418
United States
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Warren Blesofsky

Co-Founder & President

Gladbrook

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Company

Gladbrook

Gladbrook is a unique investment in California's legal cannabis market. We are unique because our fund is designed for private investors to get portfolio exposure to the legal cannabis market. We are a private placement fund that consists of two portfolios. The cannabis portfolio is invested in a vertically integrated

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Address:

65 Pine Ave
#119
Long Beach, California 90813
United States
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Will Keaten

Principal

Plaisance Capital

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wk@plaisancecapital.com

Plaisance Capital is a global contrarian value long/short equity fund with a focus on substantial mis-pricings that result in asymmetric risk-reward profiles and a margin of safety. Plaisance seeks value investment ideas that are under-followed and under-owned, supported by a 10-year DCF modeling process. We short cash burning companies with

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Address:

250 Fillmore, Suite 525
Denver, Colorado 80206
United States
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Daniel Markee

Founding Partner

Forterra Investment Partners

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dmarkee@forterraInvestoments.com

Forterra invests the private equity of high-net-worth individuals, family offices, and accredited investor funds through curated deal selection into commercial real estate opportunities. We focus on providing powerful results, with a nimbleness that enables us to exploit conditions in a fast-changing environment.

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Gary Hobbs

CEO

BWI Development

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BWI (Black and White Investments, LLC) is a Minority-owned real estate development and construction services business that provides a reliable, single source of contact to bring professional resources to mixed-use, multi-family development and construction management services. Our development and construction services can be accomplished under a consultative or design-build basis.

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Address:

1630 N. Meridian Street
STE 350
Indianapolis, IN 46202
United States
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Nino Zangari

CEO

Argonaut Acquisitions

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Argonaut Acquisitions is a Real Estate Investing firm that invests in Multifamily Real Estate assets focusing on capital preservation & returns for its Investors.

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Jeff Stark

COO

RxREI.com

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Company

RxREI.com

WHERE HEALTH MEETS WEALTH We Are a Commercial Real Estate Investment Company That Will Help You Build Generational Wealth. We specialize in acquiring value-add commercial real estate for the financial wellbeing of our investors. Our team has been investing in commercial real estate since 2006. We are headquartered in Miami,

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Address:

501 NE 31st Street
SUITE 3207
Miami, FL 33137
United States
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Josh Kimbrough

Co-Founder

INHDC | Community Backers

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International Native Humanitarian Development Corporation Family Office valued Investment Firm primarily focused in the space of Mergers & Acquisitions (M&As), Social Impact Investments, & Global Economic Development Corporation (GEDC).

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Address:

99 Wall St. New York
United States
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Jeanine Blake

Co-Principal/COO

OppZone Capital

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Our expert team of real estate, tax, fund, and opportunity zone specialists focuses on the hotel, self-storage, and multi-family asset classes in secondary and tertiary markets in the southern states specifically targeting Florida, Texas and Arizona. We operate primarily through multi-asset Qualified Opportunity Fund’s with identified projects that have already

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Address:

600 Cleveland Street
Suite 313
Clearwater, FL 33755
United States
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John Cross

Managing Member

Equity Harbour

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Real Estate Developer

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Address:

2203 Porter Street SW #204
Wyoming, MI 49519
United States
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Stephen Ellis

Managing Director

Stratford-Cambridge Group

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We offer the Private Equity class of investments to Family Offices on a deal by deal basis rather than through a fund. Therefore there is no "blind pool" investing and fees are paid by the operating company rather than by the investor directly.

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Address:

801 West Ann Arbor Trail Rd.
St. 235
Plymouth, MI 48170
United States
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Johan De Geer

Founding Partner

Endurance Capital Advisors Ltd

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Endurance Capital Advisors is a senior Swedish-Vietnamese investment team based in Ho Chi Minh City, Vietnam from where we operate an open-ended investment strategy with a long term capital structure enabling the achievement of above-market, risk-adjusted returns in its long-only, highly concentrated portfoilio of Vietnamese public mid caps in which

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Address:

180-192 Nguyen Cong Tru
20th floor, District 1
Ho Chi Minh City, none 700000
Viet Nam
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Ivan Nikkhoo

Managing Partner

Navigate Ventures

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Founded by principals with decades of investing and operating experience in the tech sector, Navigate Ventures is a Los Angeles based early growth stage venture fund focused on helping entrepreneurs prepare for rapid growth and scaling. We are sector, stage, value-add, founder-friendly investors. We bring significant experience, deep domain expertise,

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Address:

9800 Wilshire Blvd.
90212 Beverly Hills
United States
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Jon Astore

Founder, Chairman & CEO

Unittus, Inc.

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Unittus (pronounced: “unite us”) is a early stage venture in beta phase introducing a multi-patented protected Public People Search Directory to "Find...or be Found" by name or keyword attributes. Thus creating the 21st Century people discovery and connection digital platform. Its mission is to instantly connect people by discovery, common

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Address:

Florida Sarasota
United States
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Rob Anderson

President

BV Capital

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Company

BV Capital

BV Capital is a private veteran owned real estate investment firm focused on Texas. We create investment opportunities in single assets and diversified funds in multifamily, mixed use and industrial properties. Our vision is two fold. We aim to create great investments that also improve our community. We work with

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Address:

8390 Lyndon B Johnson Fwy
Ste 565
Dallas, TX 75243
United States
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Greg McDonnell

VP

Exemplar Companies, PBC

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gregmcdonnell@exemplarcapital.com

Capital - Law - Strategy - Tax - Wealth Management - Insurance

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Tim Hoerr

Founder and CEO

Serra Ventures, LLC

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Serra Ventures, LLC is a professional fund management and advisory firm offering a comprehensive suite of services to portfolio companies and selected other clients. The firm manages a series of early stage technology funds, with approximately $100M in AUM. Serra Ventures’ managing members bring decades of business experience spanning multiple

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Address:

520 N NEIL ST
STE 510
CHAMPAIGN, IL 61820
United States
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Jonathan Cross

Managing Director

Shefford Capital Partners, LLC.

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jcross@sheffordcapitalpartners.com

Shefford Capital Partners, works with and partners with management and small business owners to acquire well established, profitable companies with predictable revenues and cash flows.

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Address:

477 Madison Avenus
Sixth Floor
New York, New York 10022
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Gary Brach

CEO

Phase Change Software

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Phase Change is developing as assistive AI that understands software like a human - at computer speed and precision, dramatically improving software development productivity.

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Address:

651 Corporate Circle
Suite 209
Golden, Colorado 80401
United States
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Charles Sidman

Founder and Managing Partner

ECS Capital Partners

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ECS is a venture capital firm investing in innovative seed and growth-stage technology-based companies capable of high financial return and positive human, social or environmental impact. It provides a diversified and multi-stage portfolio of this asset class to investors ranging from accredited individuals to institutions of all sizes. Due to

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Address:

ECS Capital Partners
PO Box 200
Bar Harbor, ME 04609
United States
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