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 - 17 of 17

Tony Bennett

Director | Portfolio Development

Palindrome LLP

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Founded in 2018, Palindrome LLP primarily operates in the Inland Northwest with plans and capacity to expand to regional markets throughout the United States. We invest in established businesses across a broad set of industries that possess a combination of compelling value, ownership tenure, and consistency of cash flows. Our

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Address:

9 South Washington Street
Suite 515
Spokane, Washington 99201
United States
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Tim Arnold

Partner

Set Wave Capital

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Set Wave Capital is a Los Angeles, CA based lower middle-market private equity firm with substantial entrepreneurial experience at the GP level. Our mission is to deliver value by transforming growing businesses through strategic investment in people, process and technology. ​ Set Wave partners with business owners and operators to

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Address:

8117 W Manchester Ave
Suite 194
Los Angeles, CA 90293
United States
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Tony Bennett

Director | Portfolio Development

Palindrome LLP

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Founded in 2018, Palindrome LLP primarily operates in the Inland Northwest with plans and capacity to expand to regional markets throughout the United States. We invest in established businesses across a broad set of industries that possess a combination of compelling value, ownership tenure, and consistency of cash flows. Our

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Address:

9 South Washington Street
Suite 515
Spokane, Washington 99201
United States
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Todd Megrath

Vice President

Big Rock Equities

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Big Rock Equities is the capital arm of Executive Affiliates Incorporated, a real estate firm that was founded in 1970. Our team has a 50+ year track record of profitability. We pride ourselves on preserving our investors’ capital while providing reliable cash flow through acquisition, development, and management of real

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Address:

47W210 US Highway 30
Big Rock, Illinois 60511
United States
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Tad Lagestee

CEO

Company

GAIN

Real Estate and Renewables Investments www.gainrenewables.com www.gaincre.com

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Tory Aggeler

Managing Broker, Senior Precious Metals Advisor

Vaulted and McAlvany ICA

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Vaulted is a fintech approach to acquiring physical, allocated, and deliverable ounces of gold. With its reshaping of the supply chain, favorable tax advantages, and lowest spreads, Vaulted is the most cost effective way to own real gold anywhere in the world. It has 24 hour settlements and assigned advisors

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Address:

166 Turner Drive
Durango, CO 81303
United States
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Thomas Jardine

Founder

0 to 1 Analytics

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Is your broker looking out for you? Is your commission really "free"? Measure broker performance at your finger tips via a cloud-based app. We provide an easy to navigate interface for all your execution performance needs.

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Address:

4540 CENTER BOULEVARD
SUITE 1204
LONG ISLAND CITY, NY 11109
United States
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Thomas Casper

Managing Director - Investor Relations

Pintar Investment Company

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We are a decade old real estate investment firm focusing on core plus SFR in our legacy fund and build to rent SFR/MFR in our OZ fund. Our core approach to investing and portfolio management is Preserve, Protect and Grow our investing partners assets. We have aligned the company's interest

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Address:

1934 Hammerlin Ave
Winter Park, Florida 32789
United States
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Thomas Miller

CEO, Managing Member

NextGen Capital Group LLC

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Manufactured Housing Community acquisition and operations. Specializing in due diligence, financial analysis, acquisition, turn around planning and implementation, value optimization. Niche discovery. Fund Sponsors, Joint Venture Sponsors, Asset Managers

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Address:

5633 Strand Blvd
Ste 304
Naples, FL 34110
United States
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Toby Loftin

Founder, Managing Principal and Portfolio Manager

Boone Pickens Capital Fund Advisors (BPCFA)

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BP Capital Fund Advisors (BPCFA) is an SEC-registered RIA, led by a Texas-based team with decades of combined energy investing experience. BPCFA offers its Core Midstream Strategy which seeks to preserve capital and generate sustainable income. The Strategy's universe of companies represent pure midstream energy operating fundamentals agnostic of legal

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Address:

2311 Cedar Springs Rd
Suite 200
Dallas, TX 75225
United States
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Todd Vandegrift

Managing Partner

EdgeWork Capital

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EdgeWork Capital provides deal flow for family office looking to do direct investments in private placements. All our deals have had third-party due diligence, independent audits, and depending on what Regulation our issuers use, annual and semi-annual reporting is required with the SEC. All this gives the family offices the

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Address:

935 Gravier St
Ste 1059
New Orleans, LA 70112
United States
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Tom Denison

CEO & Chief Relationship Officer

SmartHealth Catalyzer

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Please upload a professional picture of yourself
tom@smarthealthcatalyzer.com

SmartHealth Catalyzer builds and seed funds biomedical startup companies around the most promising innovations being developed at Midwest universities and research hospitals. We partner with the top 40 Midwest universities and research hospitals to discover the most prolific and most promising biomedical innovators. We have a rigorous due diligence process

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Address:

741 Congressional Lane
Riverwoods, IL 60015
United States
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Tory Aggeler

Managing Broker / Senior Advisor

Company

Vaulted

Vaulted is a fintech approach to ownership of physical, allocated and deliverable gold ounces. It is a technology infrastructure designed to optimize strategies, logistics, access and cost. It takes on the common obstacles of gold ownership (spreads, premiums, storage and taxes) and overcomes them, making Vaulted the most cost effective

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Address:

166 Turner Drive
Durango, CO 81303
United States
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Tyler Dalton

Family Office Services

Cohen & Company

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We know how important it is for high-net-worth families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions that support your overall objectives now and for future generations. With 30 years of experience and the right expertise, our team

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Address:

1350 Euclid Ave
Suite 800
Cleveland, Ohio 44115
United States
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Thomas Miller

CEO, Managing Member

NextGen Capital Group LLC

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Our NextGen Team has over 25 years experience in Commercial Real Estate and Manufactured Housing Community acquisition funding and operations. Our team specializes in due diligence, financial analysis, acquisition, turn around planning and implementation, and value optimization. We operate in a niche largely overlooked by institutional investors and REITs. We

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Address:

5633 Strand Blvd
Ste 304
Naples, FL 34110
United States
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Tim Gallagher

Chairman & CEO

Music Royalties Inc.

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Music Royalties Inc. is an artist and investor partnership which provides direct exposure to music revenues from the hyper-growth in global streaming platforms by acquiring song royalties for our shareholders. Our goal is to increase share value by accumulating a diversified portfolio of cash flowing royalties in order to pay

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Address:

1805-55 University Ave
Ontario Toronto
Canada
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Tim Hoerr

Founder and CEO

Serra Ventures, LLC

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Serra Ventures, LLC is a professional fund management and advisory firm offering a comprehensive suite of services to portfolio companies and selected other clients. The firm manages a series of early stage technology funds, with approximately $100M in AUM. Serra Ventures’ managing members bring decades of business experience spanning multiple

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Address:

520 N NEIL ST
STE 510
CHAMPAIGN, IL 61820
United States
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