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 227

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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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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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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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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Diane Weinert

Founder/Principal

Global Networking _ Siren De

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Mission- Siren De's , philosophy is ensuring to become the go to company for financiers and investors, as well as developers. Vision- Siren De , takes a sophisticated approach to bring the #1 commodity to those that may not otherwise have it. The development that we have contributed to and

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Address:

411 OFarrell St
San Francisco, CA 94102
United States
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Robert Cucin MD JD MBA FACS

CEO

BioSculpture Technology, Inc.

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Our Corporate Mission is to unleash the artist in the surgeon® for cosmetic procedures, develop innovative solutions based on science™ for treatment applications, and be a world leading manufacturer and developer of medical devices and procedures for handling adipose tissue targeting: the liposuction and body sculpting market, the bariatric treatment

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Address:

1701 S Flagler DriveSuite #607West Palm Beach FL 33401
Suite #607
West Palm Beach, FL 33401
United States
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Adam Ausloos

President / CEO

TAX DEFERRAL SERVICES

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Three taxable events I can help you address in multiple ways. 1) Selling an appreciated asset - defer or eliminate tax (real estate, business, other assets) 2) Sheltering Unearned Revenue - defer or eliminate tax 3) Growing unlimited after-tax money tax-free In today’s aggressive tax environment multiple tax strategies need

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Address:

Florida
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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Daniel Mytels

Founder & Managing Director

Salt Creek Capital

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Lower middle market private equity buyout firm operating as an independent sponsor with about $150AUM with a strong track record of delivering >30% CAGR returns (top 15% of all PE firms). Through extensive proprietary sourcing efforts and by evaluating over 5,000 deals per year, we buy operating companies with $1-15MM

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Address:

2055 Woodside Road, Suite 250
Woodside, CA 94061
United States
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Carlos M. Borobia

Managing Partner / Co - Founder

TRIUM Corporate Finance AG

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Cross Border Mergers & Acquisition Advisory (Buy-Sellside), Corporate Finance, Buy-Built Advisory for Single Family Office (Asset Class: Direct Investments)

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Address:

Bahnhofstr. 21
Zug 6304
Switzerland
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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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Chad Braun

Co-Founder & Managing Partner

Fifth Corner

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Company

Fifth Corner

Fifth Corner was founded on its 5-D Investment Strategy (Demographic Affluence, Density of Population, Demand Generators, Desirability and Demarcation Advantage) and is 5-C Culture (Core Values, Character, Competence, Communication and Community). For over 25-years, Fifth Corner and its predecessors have invested in community focused Irreplaceable Corner properties generating current cash

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Address:

20333 State Highway 249, Ste. 520
Houston, Texas 77070
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:

Conrad Family Office
34 Queen Anne Street London
United Kingdom
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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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Patrick Dolan

Director - Business Development

Stone Park LLC

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“Dedicated to Raising Capital for Emerging Investment Managers”

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Address:

8008 Carondelet Avenue
#300
Saint Louis, MO 63105
United States
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Robert Cook

CEO

Cook Capital Group

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robertcook@cookcapitalgroup.com

Private Equity | Private Debt | Public Funds | Real Estate Cook Capital Group is a boutique placement agent for private equity and investment management companies. We specialize in connecting to institutional investors, SWFs and family offices utilizing our extensive network of strategic relationships. Moreover, we provide access to unique

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Address:

432 South Ave
New Canaan, CT 06840
United States
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G. Todd Silva

Managing Director

Silva Partnership & Co.

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Corporate Finance / Mergers & Acquisitions / Real Estate Investing / Strategic Consulting

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Paul Thomas

principal

CustomPrivateEquity

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Custom Private Equity conducts in depth research into niche markets and customizes/manages investment platforms for high net worth investors.

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Address:

558 AMBLER AVENUE
ABILENE, TEXAS 79601
United States
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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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Maxwell Bedley

Founder

Spectrum23

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Company

Spectrum23

Capital Raise

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Address:

9045 Judicial Drive
Apartment 1123
SAN DIEGO, CA 92122
United States
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Jose Ramos

CEO

O2G Ventures dBA Kin-Keepers.com

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Cognitive Computing Platform - We use AI/ML to make the utterances of those suffering Alzheimer's or forms of Dementia, understood. The solution arrives in the form of a Smart Parrot that makes their words intelligible. 80%of people with dementia live in their homes or with family, and 25 percent live

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Address:

5537 Summer Creek Way
Glen Allen, Virginia 23059
United States
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Dakota Diaz

Managing Partner

Green Cloud Capital, LLC.

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dakota.diaz@greencloudcapital.com

Private Equity & Alternative Investment Providing individuals and family offices unique growth equity and real estate investment opportunities into the cannabis industry through both direct and fund-based offerings with emphasis on dividends for higher IRR and lowered risk. Our firm is built atop our Partner's successful consulting and brokering firm

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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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Rafi Schraer

Director

OurCrowd

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rafi.schraer@ourcrowd.com
Company

OurCrowd

OurCrowd is a fully online global venture capital firm that empowers institutions and individuals to invest and engage in emerging companies. The most active venture investor in Israel, OurCrowd vets and selects companies, invests its capital, and provides its global network with unparalleled access to co-invest and contribute connections, talent

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Address:

550 West B St
4th Floor
San Diego, CA 92101
United States
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Chet Stojanovich

CEO

Phoenix Enterprises, Phoenix Mining and Blockchain Corp, New Verizon Health and Travels

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We provide rapid scale, Rapid Test Covid-19 Testing, Treatment, Vaccines, Contract Tracing, IBM

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Address:

110 Wall ST
New York, New York 10005
United States
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