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 280

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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Abraham McAllister

Managing Member

ARM Financial LLC

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ARM Financial provides low-cost leveraged investment strategies to individuals and institutions. Our flagship Index+® strategy has a proven record of outperforming the market while reducing the risk of loss in a crisis. Founded by an MIT alum and focused on navigating the great battle of our time between immense inflationary

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Address:

3806 Hillcrest Ln
Annandale, VA 22003
United States
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Robert Whyte

CEO

Whyte & Co.

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Company

Whyte & Co.

Investment bank that raises capital for companies and has expertise in Opportunity Zones funding of businesses.

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Address:

1999 Avenue of the Stars
Suite 1800
Los Angeles, CA 90067
United States
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Adam Seanor

Founder & Managing Partner

Blacktyde Capital Partners

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Blacktyde Capital Partners is a Toronto based investment firm which invests in and advises companies in a variety of industries and situations. Blacktyde seeks to leverage its relationships and diverse pipeline of opportunities to offer stakeholders the ability to participate in unique and attractive investment opportunities in the private equity

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Address:

Toronto, Ontario
Canada
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Christian Calusa

CEO & Founder

OPISAS HOLDING INC.

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OPISAS is an international group focused on the U.S. residential real estate market. Since 2008, we have been providing our Clients with stable annual returns as well as capital appreciation over time. Our Clients become the sole owners of real estate portfolios that we identify and fully manage on their

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Address:

217 N. Westmonte Dr Ste 2018
Altamonte Springs, Florida 32714
United States
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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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Michael Catudal

Managing Partner

Capital Business Collective

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michael@capbizcollective.com

Capital Business Collective is a boutique cannabis industry investment bank based in Washington, DC. We advise early-stage and middle-market companies on capital raise and M&A transactions in the legal cannabis, agriculture, and alcoholic beverages industries. Our clients are throughout the US, Canada, Europe, and Australia.

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Angela Wimmer

Vice President

SouthernSun Asset Management

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SouthernSun Asset Management was founded by Michael Cook in January of 1989. Michael Cook has been the Chief Executive Officer and Chief Investment Officer since the inception of the Firm. Phillip Cook was added as Co-Chief Investment Officer in 2021 after 15 years at the firm. Michael Cook and Phillip

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Address:

240 Madison Avenue
700
Memphis, Tennessee 38103
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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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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Solomon Thomas

Managing Member

Thomas Management Real Estate Group II LLC

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Thomas Management Real Estate Group operates as a real estate investment company. The company identifies, acquires and manages income producing properties that provide opportunities for investors to preserve capital investments, collects cash distributions and future capital appreciations of assets.

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Address:

8 The Green
Suite R
Dover, Delaware 19901
United States
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Gary Hobbs

CEO

BWI Development

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BWI (Black and White Investments, LLC) is a Minority-owned real estate development and construction services business that provides a reliable, single source of contact to bring professional resources to mixed-use, multi-family development and construction management services. Our development and construction services can be accomplished under a consultative or design-build basis.

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Address:

1630 N. Meridian Street
STE 350
Indianapolis, IN 46202
United States
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Rob Beardsley

Principal

Lone Star Capital

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Lone Star Capital is a real estate investment firm focused on acquiring underperforming multifamily properties in Texas. Lone Star delivers superior risk-adjusted returns by implementing moderate to extensive renovations, improving management, and designing creative capital solutions. In addition, Lone Star provides preferred equity and capital markets advisory to multifamily sponsors

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Address:

19 Dutch St
28E
New York 10038
United States
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Richard E. "Rick" Barnes

President and CEO

CIC Realty Capital

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CIC is a vertically integrated real estate investment firm specializing in retail, office and industrial asset classes. The Firm is a sponsor of special purpose funds targeting best in class real estate deals that provide cash flow and strong returns to our investors.

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Address:

296 FRONT STREET
Second floor
MARION, MA 02738
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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Gabriel Draven

Chief Operating Officer

Advanced Coatings Engineering (ACE)

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Advanced Coatings Engineering (ACE) is the manufacturer of ACE security laminates, We provide glass security solutions designed to protect against small arms fire, bomb blasts, wind and impact and aggressive forced entry threats.

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Address:

Newark
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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James P. Sison

President

JPS Strategic Fundraising Group LLC

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james.sison@berkeley.edu

Investor. Entrepreneur. Fundraising professional. I match people to projects and get paid to deliver results. I leverage my network to help firms looking for growth capital and investors looking for cash-flowing projects and/or unicorns. It's that simple.

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Address:

7084 Friars Road
Suite 433
San Diego, CA 92108
United States
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Olusegun Oluwajebe

Managing Partner

Enthusia Consulting Ventures

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olusegun.oluwajebe@gmail.com

Enthusia Consulting Ventures is a Venture Capital firm focused on impact pre-seed, seed, and series A funding of digital health and fintech companies in West Africa by utilising the managing partner's almost three decades of experience in the healthcare value chain coupled with financial engineering driven risk managing with an

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Chris Carsley

CIO and Managing Member

KIRKLAND CAPITAL GROUP LLC

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chriscarsley@kirklandcapitalgroup.com

Kirkland Capital Group is the Manager of the Kirkland Income Fund. A micro/small balance CRE bridge financing fund. Fund focuses on 250K to 1 million notional bridge loans. Terms of loans are 3 to 12 months. All loans are first lien and full recourse.

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Address:

1411 4TH AVE
SUITE 1000
SEATTLE, Washington 98101
United States
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Eamon Kelly

Managing Director

Nolan Securities

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Nolan Securities Corporation is a 30-year old boutique merchant bank advising clients on strategy and capital raising. With an affinity for entrepreneurial and growth dynamics in both the corporate and fund arenas, we work with institutional investors, family offices, and high net worth individuals to source managers and direct investments

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Kevin F McCarthy

Founder and CEO

Inrciti Investments LLC

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A Real Estate Syndication Firm that develops real estate and businesses in Inner City Neighborhoods. Funds are raised through Opportunity Zone Funding and Equity Crowdfunding; providing investors with associated tax shelter(s) and market rate returns. We provide a unique service to the current residents of Inner City Communities, by granting

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Address:

4108 Abbotts Bridge Rd
Duluth, GA 30097
United States
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James Sison

Co-Founder / Vice President of Business Development

PeriChair

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Company

PeriChair

PeriChair is a patented 4-in-1 bath safety chair that prevents slips, trips, and falls in the home. Designed for home and hospital use, PeriChair combines several single-use products (i.e. toilet assist, bedside commode, shower chair, transfer bench) into one; thus making the bathroom safer and extending independence for Luxury Seniors.

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Address:

2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Tom Denison

CEO & Chief Relationship Officer

SmartHealth Catalyzer

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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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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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