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 378

Tonio McKinley

Founder, Chief Relations Officer

Incisive Investments LLC

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tonio.mckinley@incisiveinvestments.net

Incisive Investments LLC is a Multi-Asset Private Equity Firm focused on decreasing downside exposure through identifying white space opportunities in emerging markets prior to massive investor dilution. The asset classes that we mainly focus on are Venture Capital: (Cannabis, Technology, Franchises, & Positive Cash Flow Businesses), Real Estate (Single Unit,

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Address:

Dallas
United States
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Chris Weidenhammer

Managing Partner

Tillery Capital

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Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies (> $2 million pre-tax profits). We are hands-on, consultative investors and focus on companies where the owners or management team are still hungry to grow their business, but have concluded

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Address:

7013 Willow Trace Ln
Charlotte, NC 28104
United States
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Mark Ocepek

President, Managing Partner

Anabasis Equity Partners

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Anabasis Equity Partners owns and operates a Private Equity Real Estate Fund where we specialize in off-market, value-add real estate in Northeast Florida including commercial, multi-family, self storage and single-family homes. Learn more about our fund here: https://anabasisequitypartners.com/fund-i/

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Address:

50 N. Laura St.
Suite 2500
Jacksonville, FL 32202
United States
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ben brubacher

Managing Director

EquipmentShare

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ben.brubacher@equipmentshare.com

EquipmentShare is the fastest growing tech enhanced equipment sales, rental, management platform in the World helping contractors build better and work smarter with the help of Track smart jobsite technology. In an industry ripe for disruption and innovation, EquipmentShare offers smart jobsite solutions that improve productivity, safety and efficiency. Our

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United States
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Fredy Dellis

Co-Founder

Blue World Voyages LLC

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fdellis@blueworldvoyages.com

The traditional cruise industry will now need to re-invent itself as a result of the COVID-19 virus. As an exclusively health-based product, Blue World Voyages is better positioned now, more than ever, to capture market share as the industry slowly returns. Blue World Voyages takes very timely advantage of an

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Address:

11691 SW 93rd ST
Miami, FL 33176
United States
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Kc chohan

Founder

Together CFO

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Company

Together CFO

Tax Savings for HNW, UHNW, and Family offices

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Address:

2160 century park east
north tower 1007
LOS ANGELES, CA 90067
United States
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Will Keaten

Managing Director

Plaisance Capital, LLC

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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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Adam Seanor

Founder & Managing Partner

Blacktyde Capital Partners

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Blacktyde Capital Partners is a Toronto based investment firm which invests in and advises companies in a variety of industries and situations. Blacktyde seeks to leverage its relationships and diverse pipeline of opportunities to offer stakeholders the ability to participate in unique and attractive investment opportunities in the private equity

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Address:

Toronto, Ontario
Canada
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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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Gary Nacht

Founder

Sterling Advisory Services (dba CAFÉ Central)

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One company, two solutions. ★ We buy unwanted companies owned by corporate parents or private equity funds looking to close out a fund; ★ We help entrepreneurs and early to mid-stage companies raise capital with a new convertible security called a CAFÉ ("Continuous Agreement for Future Equity)

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Address:

21218 St. Andrews Blvd.
Suite 521
Boca Raton, FL 33433
United States
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Abraham McAllister

Managing Member

ARM Financial LLC

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ARM Financial provides low-cost leveraged investment strategies to individuals and institutions. Our flagship Index+® strategy has a proven record of outperforming the market while reducing the risk of loss in a crisis. Founded by an MIT alum and focused on navigating the great battle of our time between immense inflationary

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Address:

3806 Hillcrest Ln
Annandale, VA 22003
United States
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kaylee mcmahon

Founder

The Apartment Queen

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Apartment Capital company focused on bringing more female syndicators, brokers, and principles into commercial multifamily real estate

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Address:

3767
Rockdale Drive
Dallas, TX 75220
United States
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Steve Kreitzberg

Founder and President

Phoenix Industrial Redevelopment, LLLC

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stevek@phoenixindustrialredevelopment.com

We acquire, renovate and hold small-bay multi-tenant industrial properties in select markets nationwide. We have a private debt program that allows high net worth individuals to invest their capital with us in an Income Note, Growth Note, or Tax Advantaged Note. We employ this private capital and institutional capital to

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Address:

975 SE Sandy Blvd Suite 200
Portland, OR 97214
United States
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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.
Beverly Hills, CA 90212
United States
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Jose Ramos

CEO

O2G Ventures dBA Kin-Keepers.com

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Cognitive Computing Platform - We use AI/ML to make the utterances of those suffering Alzheimer's or forms of Dementia, understood. The solution arrives in the form of a Smart Parrot that makes their words intelligible. 80%of people with dementia live in their homes or with family, and 25 percent live

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Address:

5537 Summer Creek Way
Glen Allen, Virginia 23059
United States
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Luiz Yamashita

Partner & BIC

Dunes Commercial

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lyamashita@dunesproperties.com

Dunes Commercial is a privately owned full-service commercial real estate brokerage located in Charleston, SC. We are a team of highly-educated agents, brokers, and property managers with expertise in every facet of the commercial real estate industry since 1984. Whether you're a small family office or a multinational corporation, our

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Address:

Charleston 29401
United States
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Sheryl Anne Morehead

Managing Director, Capital Markets

Sunstone Properties Trust

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Founded in 2012, Sunstone is an owner, operator, and fund manager of multifamily real estate assets. Headquartered in Southern California, Sunstone specializes in value-add, opportunistic Workforce Housing, and in developing Workforce Housing, in secondary and tertiary markets located in US Sunbelt states.

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Address:

2820 Townsgate Road
Suite 207
Westlake Village, CA 91361
United States
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Sharon Hwang

Partner

MSP Sports Capital

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sharon@mspsportscapital.com

Sports private equity fund

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Eddie Austin

Principal

JE Capital Fund II LLC

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INTRODUCTION TO OUR COMPANY JE Capital Fund II LLC (“JEC”, the “Company” or the “Fund”) is a newly formed real estate investment fund developed for the purpose of syndicating private investment capital to acquire and manage multi-family real estate assets in various real estate markets as described in this Memorandum.

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Address:

502 Main Street
Tell City, IN 47586
United States
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Ellen Fassler

President

Esum Enterprises, Inc.

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ellen.fassler@gmail.com

BY INVITATION ONLY - PRIVATE PLACEMENT PROGRAMS/HIGH YIELD INVESTMENT PROGRAMS AND MONETIZATION OF BANK INSTRUMENTS (Historical returns of 100%/month) Esum Enterprises, Inc. and its affiliate partners (lawyers, foundations and international bankers) have a 25 year history of working with Tier 1 International Trade Groups creating confidential, discrete, novel, consistent financially

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Marc B. Mishkin

CEO

Hyperpyron International Partners Inc. & MJResearch LLC

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Financial Research Consulting and Marketing

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TSVI GUY

Executive Director

DARA LANE CAPITAL LLC

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Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from

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Address:

1668 N Dara ln
Clovis, California 93619
United States
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Chris Carsley

CIO and Managing Member

KIRKLAND CAPITAL GROUP LLC

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chriscarsley@kirklandcapitalgroup.com

Kirkland Capital Group is the Manager of the Kirkland Income Fund. A micro/small balance CRE bridge financing fund. Fund focuses on 250K to 1 million notional bridge loans. Terms of loans are 3 to 12 months. All loans are first lien and full recourse.

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Address:

1411 4TH AVE
SUITE 1000
SEATTLE, Washington 98101
United States
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John Kawiuk

Consultant

Cyclum Renewables

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john@worldtradefinancesolutions.com

Cyclum is meeting up a series of renewable Truck Stops across North America. These truck stops will run off their own micro grids and will feature bio diesel, RNG, electrical recharging and Hydrogen

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Address:

9920 Kincey Ave.
Suite 120
Huntersville 28078
United States
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David Mandel

Managing Partner

Emerging Ventures Fund

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Southern California based early-stage Venture Capital fund investing in emerging technologies. Specifically designed to scout the many university and other research labs, accelerator and incubator programs, finding the most promising start-ups in hard-science and tech, and active as a scout for other VC's, and family offices. We do the work,

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Address:

23679 Calabasas Rd 533
Calabasas, CA 91302
United States
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