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 - 18 of 18

Andrew Hofing

owner/President

Persevering Capital

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andrewh@perseveringcapital.com

We are a premier institutional and seller carry back note buyer, seller and broker. We work with individual investors retain some capital from their seller financed mortgage notes and we help institutional C-level partners to clear up the books from poor, re-performing and non performing mortgage notes/deeds of trust.

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Address:

42 Manor View Dr.
Greenville 16125
United States
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Andrea White-Kjoss

Co-founder and COO

ExtraVallis

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Company

ExtraVallis

ExtraVallis is a seed-stage global funding platform connecting family offices, high net worth individuals, angel, and other accredited investors to high-quality startups. The firm offers services such as providing global exposure, de-risked investments and global investors platform to startups, investors and partners. Additionally, it also identifies, validates and curates investments

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Address:

PO Box 712
Rancho Santa Fe, CA 92067
United States
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Andrew Hofing

owner

Persevering Capital

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andrewh@perseveringcapital.com

Persevering Capital is a commercial real estate and business private loan intermediary and investor. We are you best source for a standard multifamily, a unique cash-out refinance situation or unique property; anything from farmland and land to Cannabis. We also are a premier commercial mortgage note intermediary, buyer. We deal

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Address:

Greenville, Pa 16125
United States
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Antony Chauvet

Owner

Hermes Investment Services

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Hermes Investment Services, is an Investor and Lenders Introduction Company. We have built a Private Network of over 20,000 Investors over the years, in the world's financial Centres. We also manage a fund of stocks, crypto and private equity, and we offer Chief Investment Office outsourced services.

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Address:

27, High Park Blvd
Toronto, Ontario M6R1M6
Canada
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Adam Stone

Fund Manager/ General Counsel

ADU OZ Fund LLC

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ADU OZ Fund LLC is a Qualified Opportunity Zone Fund creating new affordable housing in San Diego, CA and other desirable markets. We target and acquire 1–4-unit properties within zoning designations that allow the addition of multiple units (usually accessory dwelling units) for more housing. Once acquired, our team rehabs

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Address:

411 Camino Del Rio South #300
San Diego, California 92108
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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Angel Ribo

The CEO Confidant

The CEO Confidant

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Contact me at ☎ (+1) 469.412.6355 ★ 25+ Years Helping Over 1,500 CEOs Globally Accelerate the Growth of Their Business ★ ✔ Want to land your 1st Client anywhere in the World in 90 days or less? ✔ Make Your International Expansion the Motor of your Growth? ✔ Find Additional

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Address:

PO Box 26553 75026
United States
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Alastair Callender

Yacht Charter Vacations & Sales Expert

Moravia Yachting - Hill Robinson Group

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alastair.callender@moraviayachting.com

Alastair designs priceless memories on the world’s finest yachts: curating tailor-made luxury Vacation Experiences and advising clients on Yacht Purchase, Sales & New Builds. As the only Yacht Charter Vacations & Sales expert in the world that has won International Awards for Sustainability, and Innovation and Yacht Design, Alastair draws

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Angela Wimmer

Vice President

SouthernSun Asset Management

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SouthernSun Asset Management was founded by Michael Cook in January of 1989. Michael Cook has been the Chief Executive Officer and Chief Investment Officer since the inception of the Firm. Phillip Cook was added as Co-Chief Investment Officer in 2021 after 15 years at the firm. Michael Cook and Phillip

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Address:

240 Madison Avenue
700
Memphis, Tennessee 38103
United States
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Andre Fournier

Commercial REALTOR

KW Commercial

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I am a commercial REALTOR in San Diego. High-Net-Worth Real Estate investors can benefit from working with me because I use a diverse and flexible structure to defer capital gains from a real estate sale. This will increase their return on investment because the pretax gains can be reinvested into

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Address:

12780 High Bluff Dr
San Diego, CA 92130
United States
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Antonio Arias

CEO & Managing Partner

Antonio Arias

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Suite 2000 - 125 9th Ave S.E.

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Address:

Suite 2000 - 125 9th Ave S.E.
Suite 2000
Calgary, AB T2G 0P6
Canada
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Adam Ausloos

President / CEO

TAX DEFERRAL SERVICES

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Three taxable events I can help you address in multiple ways. 1) Selling an appreciated asset - defer or eliminate tax (real estate, business, other assets) 2) Sheltering Unearned Revenue - defer or eliminate tax 3) Growing unlimited after-tax money tax-free In today’s aggressive tax environment multiple tax strategies need

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Address:

Florida
United States
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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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Amy Saunders

Partner

Titan Commercial Real Estate

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amy.saunders@titancapitalre.com

Vertically integrated multifamily real estate firm in the Southeast US utilizing 40+ years of experience across multiple cycles in cash flowing value add multifamily real estate wiith over ~2,300 units, $200M in AUM.

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Address:

885 Woodstock Road Suite 430-248
G Roswell
Georgia
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Amy Angell

General Manager

Cynthetic Systems

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amy.angell@cyntheticsystems.com

Enterprise-level cybersecurity for private banking, family offices and HNWI. I am uniquely prepared to the needs of your family offices and answer questions you may have. We solve three primary challenges you’re likely facing. The first is dealing with the complexity of managing the email threat vector. The second is

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Address:

Cynthetic Systems
501 S Cherry St. #1100
Denver, Colorado 80246
United States
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Anthony Ingoglia

Partner

Socotra Capital

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Socotra Capital provides alternative financing for real estate investors. We specialize in as-is lending on both residential and commercial properties at loan amounts up to $10M. We originate, underwrite, service, and manage $200M+ in senior private real estate debt. In our 12+ years of business, we have never lost any

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Address:

2208 29th St.
Suite 100
Sacramento, California 95818
United States
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Antonio Arias

CEO & Managing Partner

ALAMidas Capital Partners Inc

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We are an early revenue to mid market stage venture capital firm who believe we can change the world by supporting entrepreneurs driven to build a healthier planet and live a healthier lifestyle. When we align our words and actions, everything happens as planned, by design, not by co-incidence. We

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Address:

125 9th Ave S.E.
Suite 2000
Calgary, AB T2G 0P6
Canada
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Alan Lewis

Co-Founder & Chief Investment Officer

DiversyFund, Inc.

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DiversyFund is a fintech company that is changing the way everyday investors access wealth-building opportunities that previously were limited to the ultra-wealthy. We operate a tech and data-driven investment platform that is fully-automated, with a focus on investment knowledge content. We enable investors throughout the U.S. to diversify their portfolios

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Address:

750 B Street, Suite 1930
San Diego, California 92101
United States
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