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 33

Sajay Marni

CEO

Edison Electra Private Limited

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Electric Mobility, ROBO TAXIS, Autonomous Vehicles

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Address:

41889 Dublane Place
Ashburn, Virginia 20148
United States
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Serhat Cicekoglu

Founder & CEO

Sente Foundry, LLC

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Sente is a global early-stage technology investment firm focused on four domains: mobility, human essentials, urban solutions, and industrial solutions. Sente has made 25 investments across 16 countries in these domains. Sente is also known as a "CVC as a Service" partner to several global multinational groups. Sente is headquartered

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Address:

222 W. Merchandise Mart Plaza
Suite 570, (c/o) the Connectory
Chicago, Illinois 60654
United States
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Steve Clute

CEO

Leadergized

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Company

Leadergized

Leadergized delivers highly qualified leadership and support for start-up, small, and mid-size businesses on a no risk basis. We began when people came looking for help and we delivered. Over a couple of decades of innovation, growth, and expansion we have become a globally connected network of veteran leaders. Our

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Address:

4940 W 77TH ST
EDINA, MN 55435
United States
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Sebastian Perez Hoyos

Director of Investor Relations

earthkind Investments

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sebastian@earthkindinvestments.com

earthkind Investments is a short-term rental real estate fund in South Florida that acquires single-family homes to turn these into short-term rentals. We operate our short-term rentals with a technology-driven process that we developed to streamline guest communications, nightly rate, check-in, security etc. Currently, we have operations in Fort Lauderdale.

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Address:

19790 W Dixie Hwy
Miami 33180
United States
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Susanna Lindeque

Founder and President

Company

Avestix

Avestix is an Asset Management Company, focus on multifamily apartments, commercial real estate, technologies, private equity and public markets. We seek to leverage disruptive and innovative technologies to maximise opportunities, potential and performance based on ESG principles. The investment objective of Avestix is simple – buy assets and securities that

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Address:

700 S. Rosemary Ave., Suite 204/114 West Palm Beach
United States
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Shane Carter

CEO

Community Investment Properties

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We have a combined 35+ years analyzing, underwriting, acquiring, renovating and managing value-add multifamily assets. Our focus is B and C class, value-add, $20M-$100M size assets in the South. Our strict underwriting protocols ensure an asymmetrical risk profile for our investments.

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Address:

Po Box 185
Deerfield, NH 03037
United States
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Sterling Lund

President

Refuge Investments, LLC

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Providing high-return, low-risk investments, with cash distributions, while making an impactful difference in the lives of families, check out Refuge Investments. Refuge applies its experience to acquire family-focused apartments that deliver strong cash-flow and solid investment returns to our Investors. We do this by providing families a safe, affordable place

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Address:

9120 Double Diamond Parkway #Suite 1910
Reno, NV 89521
United States
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Slavica Bogdanov

CEO

Empowering Entertainment

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25 years as advisor and consultant in business development SMB to Fortune 500 companies. 43 Published books with 7 International Best Sellers in Self and Business Development. Upscale holistic personal and business consultant Looking for funding in real estate and films. Boot strapped 2 of my startups with a growth

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Sina Sabeti

CEO

Next Page Funding

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3 sister companies put together to cover real estate, finance and construction as all in one solution. Next Page Funding Next Page Realty Next Page Construction We are focused on creating investment opportunities around real estate. Since April 2019 we have finished 24 projects as of January 2021 and continue

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Address:

7702 E Doubletree Ranch Rd
Suite 300 Scottsdale
United States
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Shuvam Bhaumik

Head of Investor Relations

SecondRE

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shuvam@secondre.com
Company

SecondRE

SecondRE Marketplace enables investors to buy and sell fractions of residential and commercial real estate properties, on their terms, and with the sponsors’ blessing. With SecondRE, you can enable liquidity for your existing and future properties with ease. This opens the door for more investors to invest in your projects.

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Susan Lindeque

President and Founder

Avestix Group

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Connecting Opportunities with Capital Dedicated to Nurturing Innovation. Avestix is not your traditional asset manager. We seek to leverage disruptive and innovative technologies to maximize opportunities, potential and performance based on ESG Principles.

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Address:

2111 RESTON CIR 603-604
ROYAL PALM BEACH, Florida 33411-6111
United States
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Sunil Rao

General Partner

Arkana Capital

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Arkana Capital is a DeFi focussed Digital Asset Debt Fund

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Stephen Covington

Business Development

Mercer Consulting LLC

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stephen@mercerconsultingllc.com

Mercer §1031 Consulting is a boutique advisory firm dedicated to helping families and individuals build and execute §1031 exchange strategies custom to their unique tax, estate and financial needs. We are not brokers or qualified intermediaries, but rather consultants who work with an exchanger’s existing advisors to ensure a fully

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Address:

One Boston Place Suite 2600
Boston, MA 02108
United States
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Sam Vaghani

TBL Fundraising

Synergy Capital LLC

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Capital Raising Services for Triple Bottom Line Funding.

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Steve Ryan

Managing Director

National Rugby Football League

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The National Rugby Football League (NRFL) is bringing to life the global game of rugby to a new America audience. It is an opportunity for investors to sit at the ownership table of professional sports, as the NRFL creates the leading sport & entertainment rugby league worldwide.

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Address:

7800 Glenroy Road
Minneapolis, MN 55439
United States
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Simon Restrepo

PARTNER - INVESTMENT BANKER

ONETOONE CORPORATE FINANCE

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ONEtoONE Corporate Finance Group is an International Investment Bank with offices all around the world specialized in M&A advisory, serving the lower-middle-market and the middle-market. Our Mission is to help the business owner maximize the value of his life work and transform the Investment Banking world into a 100% customer-centric

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Address:

CALLE 9A SUR NR 37 - 69 MEDELLIN
Colombia
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Samir Bhatt

Managing Director

SHB Advisors

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Company

SHB Advisors

SHB Advisors offers investment management and advisory services. The firm is registered as an investment adviser and a commodity trading advisor.

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Address:

1050 30th St NW
Washington, DC 20007
United States
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Stephen Trotta

Partner

DelCam Holdings, LLC

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DelCam Holdings, LLC owns and operates unique metals and plastics manufacturing companies. Our objective is to improve the performance of each company, significantly increase revenues, and employ technological and operational best practices to create critical success factors within each company and the portfolio as a whole. ​ DelCam conducts extensive

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Address:

50 Mellen Street
Hopedale, Massachusetts 01747
United States
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Scott Wright

President

Liberty Commercial Capital Inc

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Liberty Commercial Capital Inc offers commercial loans and lines of credit for businesses and start up. We specialize in helping businesses find funding for growth and expansion opportunities.

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Address:

40 Executive Drive Suite B
Carmel, IN 46032
United States
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Sean Valley

Co Founder/ Director

Lanniup Consulting

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The primary mandate of said company, is to source and subsequently develop avenues by which West Africa, the Wider Caribbean Basin and, subsequently the Americas can develop greater economic and trade relations with each other during the first decades of the 21st century.

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Address:

46 Dolphin Court
Westmoorings
Port of Spain, NA NA
Trinidad and Tobago
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Stephen Ellis

Managing Director

Stratford-Cambridge Group

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We offer the Private Equity class of investments to Family Offices on a deal by deal basis rather than through a fund. Therefore there is no "blind pool" investing and fees are paid by the operating company rather than by the investor directly.

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Address:

801 West Ann Arbor Trail Rd.
St. 235
Plymouth, MI 48170
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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Suraj Jagannathan

Strategic Partner

Trinity Investors

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Trinity Investors is a $6 Billion AUM Private Equity Firm focused, 80% on Real Estate and 20% Operating Companies with a $2-10mm EBITDA. We are not a fund and do seperate deals (SPE) for each deal. We do ~30 investments per year. We are market agnostic and shift as the

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Address:

925 S. Kimball Ave Ste 100
Southlake, Texas 76092
United States
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Steve Cannon

Owner

WC Equity LLC

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We are an equity firm raising between $3-$5MM per opportunity. We represent one client. Nelson Development and Construction. Senior/Assisted Living Only See website for current opportunities

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Address:

8550 Hickman Road
Clive, IA 50325
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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