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.
Brooks Farley
Vice President of Capital Markets & Investor Relations
Center Street Investors
View Profile
Center Street Investors (CSI) is a capital raising platform designed to give accredited investors the resources necessary to evaluate and invest in alternative private debt and equity investment opportunities across multiple asset types. The CSI senior team has over 80 years of capital markets, lending and real estate investment experience …
18301 Von Karman Ave
#330
Irvine, CA 92612
Map It
Investment Manager with ten year track record purchasing and resolving sub-performing, non-performing mortgage loans across USA. Focus on residential SFR first liens or trust deeds, but experienced with deal flow in both resi and commercial. Portfolio Manager with offices in Los Angeles, Florida, New York, and Denver.
801 Park Avenue Suite 102
Lake Park, FL 33403
United States
Map It
Benjjamin K Zales
Founder, CEO - Financial Advisor
Innovare Consulting Development Group, LLC
View Profile
Innovare Consulting Development Group, LLC is a full-service financial consulting firm whose core focus and management philosophy is tax-efficient risk management. We’re dedicated to helping our clients build wealth above income and protect their hard-earned assets. We help families and business owners in all aspects of their future ownership, life …
Post Office Box 340757
Brooklyn, New York 11234-0757
United States
Map It
SquareStack is an Apps Management and Discovery Platform created for Small to Medium-sized Businesses (SMBs). SquareStack’s SaaS platform solves the critical issues of integrating, and organizing existing software, explicitly extracting the value they claim to offer as well as sourcing and adding new relevant apps that will drive further efficiencies. …
700 Commerce Dr
Suite 500
Oak Brook, Illinois 60523
United States
Map It
Boutique Senior Living Fund invests in 10-16 bed assisted living homes Illinois and soon the Midwest. With 10,000 baby boomers turning 65 every day, the demand is incredible. Big Box buildings are the previous norm for the industry, however with COVID the new normal will be small, boutique cozy homes …
1307 N. Green St McHenry
United States
Map It
InfraShares is a Title III Reg CF Funding Portal focused on alternative assets that facilitates investment crowdfunding campaigns open to all investors. Offerors can raise up to $5M per year from a broad base of individual investors. InfraShares forms an intermediary fund to manage all investors so that the offeror …
555 4th Street
#927
San Francisco, CA 94107
United States
Map It
151 Capital Management LLC is an alternative investment manager that partners with investors who seek quality diversification strategies for their portfolio by investing in life insurance policies on the secondary market, or simply put, the life settlement market. As broader markets and traditional asset classes continue to navigate through periods …
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.
655 Oak Grove Avenue, Suite 1103
Menlo Park, CA 94026
United States
Map It
PARKCAPITALPARTNERS is a real estate investment boutique that specializes in sourcing and managing value-add, multi-family real estate syndicates on behalf of investors. Founded in 2016, the Park Capital Partners team brings over 30 years of combined real estate investment experience with a combined transaction value of over $1.6billion.
28 Beadle Ln
Asheville, NC 28803
United States
Map It
CAPRE Omnimedia, LLC is a 10 year old digital media, research, content, consulting and conference firm specializing in digital infrastructure, commercial real estate and ESG strategy. CAPRE Omnimedia organizes The International Data Center Series, The New Jersey CRE Series and I-REV, among other events. Our website, capremedia.com, is a comprehensive …
801 North 4th Street
Unit 404
Wilmington, North Carolina 28401
United States
Map It
We are a US based multinational corporation with global headquarters in Dallas, TX. metropolitan area. The company has operating units in Southeast Asia (Malaysia and Indonesia) and South America.
3880 Parkwood Blvd - Suite 603
Frisco, TX 75034
United States
Map It
The idea of Column E Advisors was initiated in 2006 with a principal objective of generating returns with the use of a simple yet powerful investment tool, the CE Algorithm (live in 2017). Column E Advisors features a proprietary, quantitative trend-following and countertrend trading model that identifies above average profit …
7 LANCEWOOD DRIVE
AMESBURY, MA 01913
United States
Map It
Hedge Fund Software * Invest Deal Flow Dashboard * Calendar Appointments * Fund Reporting Securely to Investors * Due Diligence Standardization Controls * Multi-Fund Management * Database Integrations - Brokerage / Fund Data * Family Office Member Payments * Private Equity Fund Company Submission Management
189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
Map It
TaliMar Financial is a private lender based in San Diego, CA. We have over 14 years of experience funding residential and commercial loans to real estate investors. In that time, we have funded over 800 loans totaling over $350MM and currently service an active loan portfolio of over $55MM. We …
16880 West Bernardo Drive
#140 San Diego
United States
Map It
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 …
United States
Map It
EquipmentShare has more than 70 facilities across the U.S. and provides construction professionals with heavy equipment rental, service, and distribution solutions, in addition to offering a technology platform of digital fleet management solutions. EquipmentShare offers investors the opportunity to put their cash to work in the alternative, non-cyclical, mixed fleet …
5710 Bull Run Dr
Columbia, MO 65201
United States
Map It
Introducing the Most Powerful Direct Response Channel Ever Created. Frintz is an innovative, patented advertising service that solves the problem of today’s cluttered advertising landscape. Consumers receive free photographs of exceptional quality. The production and mailing costs are offset by advertisements that are targeted toward the consumer. During the photo …
54 Greymere Road
Rochester, New York 14612
United States
Map It
Our leadership team has decades of real estate experience, owns and operates over $120M in real estate with over 1,000 units internationally, including apartments, commercial units, residential homes, assisted living, memory care and land. The most recent project we are excited about is a 120 unit memory care facility in …
BRUCE ARELLA
Truview: Member & Board of Advisors, BSCA :Principal
Truview BSI, llc & BSCA Solutions, llc
View Profile
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 …
We are a regulated alternative investment management firm licensed under the EU AIFMD. Our focus is on real estate and related investments.
151 Capital Management LLC is an alternative investment manager that partners with investors who seek quality diversification strategies for their portfolio by investing in life insurance policies on the secondary market, or simply put, the life settlement market. As broader markets and traditional asset classes continue to navigate through periods …
Ovello Capital, is a unique fund that focuses on providing residential housing to embassy and consulate staff, starting with our first market in Washington, DC. Currently, we are seeking investors for our PE fund.
Bobby Blanco CWS®
Partner & Director of Risk Management and Insurance Planning
Strategic Wealth Advisors
View Profile
As a boutique architectural wealth management firm, we work with our clients to conceptualize, design, and build their financial plans to minimize their overall tax exposure. We engage clients in managing their wealth through comprehensive financial planning as well as helping them minimize their long-term investment tax exposure by helping …
16427 North Scottsdale Road
Suite 403
Scottsdale, AZ 85254
United States
Map It
Where Hospitality meets innovation. We create sustainable and ecological solutions for venues. -Consulting -Education -Real estate
Radnička Cesta 80
Zagreb Tower Zagreb
Croatia
Map It
Windmill Capital Management is a global private equity impact manager focused on commercial clean and renewable energy projects, developers and operators.