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 - 23 of 23

Ben Guttman, CPIA,PLCS,cyRM

Broker

North Central Insurance Agency, Inc.

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Independent insurance broker specializing in Multifamily/Investment Real Estate, Cyber Liability, and Nonprofits of which are crucial to the Family Office.

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Address:

314 MOUNT CARMEL RD
PARKTON, MD 21120-9727
United States
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Brendan McCarty

Managing Principal, CIO

Column E Advisors

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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

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Address:

7 LANCEWOOD DRIVE
AMESBURY, MA 01913
United States
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Bill Zahller

Managing Partner

Park Capital Partners

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bill@parkcapitalpartnersllc.com

Syndicated Multi-Family Investments and Management

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Address:

28 Beadle Ln
Asheville, NC 28803
United States
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Brandon Chu

Director

151 Capital Management LLC

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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

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Brian

Founder

Company

DFS Ops

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

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Address:

189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
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Brian Wall

Founder

Company

DFS Ops

Hedge Fund Operations Software * Investment Pipeline with due diligence standardization * Client Investment Management - Purchase and Sell * Client Performance Reporting Options: * Private Equity Feature - Receiving private requests & request management * Family Office Member fund payout feature

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Address:

Canada
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Brent Ritchie

Principal / Co-Founder

EnRitch Investment Group

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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

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Brian Ross

CEO

InfraShares

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Company

InfraShares

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

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Address:

555 4th Street
#927
San Francisco, CA 94107
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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Benjjamin K Zales

Founder, CEO - Financial Advisor

Innovare Consulting Development Group, LLC

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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

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Address:

Post Office Box 340757
Brooklyn, New York 11234-0757
United States
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Brandon Schwab

Fund Manager / Founder

Boutique Senior Living Fund

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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

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Address:

1307 N. Green St McHenry
United States
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Bill Zahller

Managing Partner

Park Capital Partners

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bill@parkcapitalpartnersllc.com

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.

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Address:

28 Beadle Ln
Asheville, NC 28803
United States
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Bill Zahller

Managing Partner

Park Capital Partners

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bill@parkcapitalpartnersllc.com

Based in Asheville, NC, Park Capital Partners, LLC is a Real Estate Investment firm that specializes in syndicated multi-family properties.

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Address:

28 Beadle Ln
Asheville, NC 28803
United States
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Brooks Farley

Vice President of Capital Markets & Investor Relations

Center Street Investors

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brooks@centerstreetinvestors.com

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

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Address:

18301 Von Karman Ave
#330
Irvine, CA 92612
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Brian Klebash

President & Founder

CAPRE Omnimedia, LLC

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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

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Address:

801 North 4th Street
Unit 404
Wilmington, North Carolina 28401
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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Ben Brubacher

Managing Director

EquipmentShare

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ben.brubacher@equipmentshare.com

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

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Address:

5710 Bull Run Dr
Columbia, MO 65201
United States
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Barna Semsey

Director

Sun Hill Investment Management (Malta) Ltd

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We are a regulated alternative investment management firm licensed under the EU AIFMD. Our focus is on real estate and related investments.

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Bobby Blanco CWS®

Partner & Director of Risk Management and Insurance Planning

Strategic Wealth Advisors

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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

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Address:

16427 North Scottsdale Road
Suite 403
Scottsdale, AZ 85254
United States
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Bill Testa

CEO/President

Company

Frintz

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

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Address:

54 Greymere Road
Rochester, New York 14612
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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Address:

United States
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Bill Bymel

Managing Director

Spurs Capital LLC

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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.

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Address:

801 Park Avenue Suite 102
Lake Park, FL 33403
United States
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Brandon Chu

Director

151 Capital Management

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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

Read More