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 56

Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform includes alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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Jerry Goodreau

Vice President of Investor Relations

James Management Group

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We strategically acquire, diligently renovate and successfully manage multifamily properties with the goal of providing strong quarterly returns to our investors while our properties continue to grow in value. We also provide full property management services.

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Address:

21 S. Rangeline Road, Ste 300A Carmel
United States
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John Clifford

Managing Director

Conrad Family Office.

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We are an independent multi-family office based in London, providing HNW and UHNW clients & families with a range of corporate and personal services. Our family office represents both UK and international families, often being described as our families’ eyes and ears, whether in London or indeed anywhere else in

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Address:

34
Queen Anne Street
London W1G 8HE
United Kingdom
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Jamal Qureshi

Founder & CEO

Svalbarði Polar Iceberg Water

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Ultra-premium water sourced from icebergs at 78° north to help save our arctic home.

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Address:

Vei 619.1
Longyearbyen 9170
Norway
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Joel Steinberg

VP Finance & CFO

CareCru Incorporated

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jsteinberg@stonebridge-partners.com

AI driven SaaS provider of patient engagement, workflow automation and business analytics to the dental industry.

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Address:

200 - 152 West Hastings Street
Vancouver, British Columbia V6S 1L4
Canada
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Jane Arthur Roslovic

Managing Partner

Treplus Communities

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jarthur@trepluscommunities.com

Developing a National Brand platform of Active Adult Multi-family Housing.

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Address:

1515 Lake Shore Drive
Ste.225
Columbus, Ohio 43204
United States
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John Marion

Deal Maker

Alpha Dog Capital

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We acquire, develop, and rehabilitate residential real estate in the Atlanta, GA market and share the profits with our investors. This includes land development, new home construction, single-family and multi-family distressed properties, and property management.

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Address:

Alpha Dog Capital
102 Overlook Cir, Suite A
GA Canton
United States
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Jhoanna Whyte

Beauty Entrepreneur

Anastacya Feria

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jhoannawhyte@gmail.com

https://qrco.de/bc3x0S | https://qrco.de/bc3wtP

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Address:

2608 2nd Ave #196
SEATTLE, Washington 98121
United States
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Jeff Brown

Managing Partner

Loma Homes

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Company

Loma Homes

Renting vacation homes at a 75% premium through custom themes, professional design, and five-star customer service.

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Address:

858 S Main St
Pleasant Grove, Utah Pleasant Grove
United States
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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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Jason Hullender

Managing Director

IAG M&A Advisors

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M&A advisory firm that facilitates the buying & selling of businesses with the goals of our clients at heart. With over 100 years of combined experience, our team gets to know each of our clients personally to understand their values & businesses.

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Address:

4004 Beltline RD Suite
Suite 112
Addison, TX 75001
United States
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Jeff Brown

Managing Partner

Loma Homes

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Company

Loma Homes

Loma Homes is a vacation rental company that specializes in EXPERIENCES. We are on a mission to raise the bar on vacation rentals and build a brand that travelers trust. We do this through impeccable design, reliable operations, and obsessive customer service.

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Address:

364 N 800 E
Pleasant Grove 84062
United States
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Jerry McGaughy

Managing Director

Epic Community Impact Fund

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Epic Community Impact Fund, a community development entity (CDE), is an Atlanta based diversified asset manager and real estate private equity firm. We have significant knowledge and experience relating to real estate private equity, commercial lending, community development, and asset management.

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Address:

430 Plasters Avenue, N.E.
Suite 100 Atlanta
United States
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James Denito

President

Deep Green Energy, LLC

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james.denito@deepgreenone.com

dba Deep Green One Energy Opportunity Fund®, partners with a growing R&D team of 8 engineers in Cody Wyoming developing an industry changing technology in multi-stage water hydraulic fracking of oil and gas wells. This E-Stim patented process is expected to increase yields from hydrocarbon reserves unheard of in the

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Address:

408 N Allen Dr
Allen, Texas 75013-2500
United States
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John Thomson

CEO and Founder

Company

Valei

Valei provides luxury home services to ultra high net worth American families. From Property Management to our award-winning Housekeeping and Home Concierge Services Valei is #1. Download the Valei App for free from the Apple App Store.

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Address:

40101 Monterey Avenue
Ste B1 #416
Rancho Mirage, CA 92270
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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Josh McCallen

Co-Founder

Accountable Equity

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jmccallen@accountableequity.com

ACCOUNTABLE EQUITY is an integrated development, management, and syndication company. Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable with the equity entrusted to our care by our investor partners. We are committed to offering

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Address:

2111 N Bremen Ave
Egg Harbor City, New Jersey 08215
United States
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Jerry Boyette

Director, Investor Relations

ZINC Financial Inc.

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Founded in 2006, ZINC Financial, Inc. is a Fresno, California-based and licensed specialty lender that originates private money loans to individuals in the real estate rehab and resale business. ZINC also manages an investment platform that provides exposure to these underlying private money loans typically only reserved for Institutional investors.

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Address:

1525 E. Shaw Ave.
Fresno, CA 93710
United States
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform include alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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Jacob Yocum

Senior Analyst

Chicago Equity Advisors

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Chicago Equity Advisors (CEA) is an emerging hedge fund manager founded in 2011. The firm uses a long/short long-bias equity strategy, which deploys an option overlay component to supplement overall yield. CEA opened to outside investors in 2016 and operates Chicago Equity Advisors Fund 1 (CEA Fund 1) and one

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Address:

650 E Algonquin Rd
Suite 350
Schaumburg, IL 60173
United States
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Joseph Archbold

Founder

Anthem Investing

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We provide LP syndication deal flow and access to large multifamily projects with highly experienced operators in high-performing markets.

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Jeremy Burton

CEO & Founder

Platform Venture Studio

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We fund and build ESG-focused startups using a data-driven process.

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James Tulin II

President & Chief Operating Officer

Oxford Hounds Inc.

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Direct to Consumer men's lifestyle apparel and accessories firm.

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Address:

United States
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James P. Sison

Co-Founder

PeriChair

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Company

PeriChair

Investor. Entrepreneur. Philanthropist. Live/work in Chicago and San Diego. Contact me if you're looking to talk about: Charitable gift planning. Investment due diligence. Special projects. Looking to expand my network in California, Florida, Texas

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Address:

2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Joseph Celentano

Global Head of Markets

Unison Investment Management

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Unison Investment Management delivers efficient and scalable investment opportunities into the largest asset class in the world: owner-occupied residential real estate. Unison’s vertically integrated investment and technology platform has originated thousands of investments in owner-occupied homes in prime locations nationwide via our lien-secured Unison Equity Agreements. We have been originating

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Address:

650 California St, 18th Floor
San Francisco, Ca 94108
United States
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