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.
National in scope and local in focus, MNP is one of Canada’s leading professional services firms — proudly serving individuals, businesses, and organizations since 1958. Through the development of strong relationships, we provide client-focused accounting, consulting, tax, and digital services. Our clients benefit from personalized strategies with a local perspective …
111 Richmond St. W
Suite 300
Toronto, Ontario M5H2G4
Canada
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Vertically integrated multifamily real estate firm in the Southeast US utilizing 40+ years of experience across multiple cycles in cash flowing value add multifamily real estate wiith over ~2,300 units, $200M in AUM.
885 Woodstock Road Suite 430-248
G Roswell
Georgia
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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 …
Toronto, Ontario
Canada
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I am a commercial REALTOR in San Diego. High-Net-Worth Real Estate investors can benefit from working with me because I use a diverse and flexible structure to defer capital gains from a real estate sale. This will increase their return on investment because the pretax gains can be reinvested into …
12780 High Bluff Dr
San Diego, CA 92130
United States
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Socotra Capital provides alternative financing for real estate investors. We specialize in as-is lending on both residential and commercial properties at loan amounts up to $10M. We originate, underwrite, service, and manage $200M+ in senior private real estate debt. In our 12+ years of business, we have never lost any …
2208 29th St.
Suite 100
Sacramento, California 95818
United States
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Hermes Investment Services, is an Investor and Lenders Introduction Company. We have built a Private Network of over 20,000 Investors over the years, in the world's financial Centres. We also manage a fund of stocks, crypto and private equity, and we offer Chief Investment Office outsourced services.
27, High Park Blvd
Toronto, Ontario M6R1M6
Canada
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DiversyFund is a fintech company that is changing the way everyday investors access wealth-building opportunities that previously were limited to the ultra-wealthy. We operate a tech and data-driven investment platform that is fully-automated, with a focus on investment knowledge content. We enable investors throughout the U.S. to diversify their portfolios …
750 B Street, Suite 1930
San Diego, California 92101
United States
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Pensio Global (www.Pensioglobal.com) is a credit risk manager, that since 2004 has specialized in providing income guarantee solutions. Pensio offers risk and property management services with quantifiable income guarantees which are secured by investment grade-rated surety and commercial guarantee markets. Pensio acts as a private surety firm that specializes in …
80 Carlauren Rd, Unit 23 Woodbridge, Ontario, L4L 7Z5
Canada
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Stroma Medical is a startup company with a patented laser technology to change human eye color.
California Irvine
United States
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Placement agent specializing in raising capital from Australian Investors for investment in select US Funds.
750 Lexington Avenue New York
United States
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Alastair Callender
Yacht Charter Vacations & Sales Expert
Moravia Yachting - Hill Robinson Group
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Alastair designs priceless memories on the world’s finest yachts: curating tailor-made luxury Vacation Experiences and advising clients on Yacht Purchase, Sales & New Builds. As the only Yacht Charter Vacations & Sales expert in the world that has won International Awards for Sustainability, and Innovation and Yacht Design, Alastair draws …
The Mergerium® Group is the one and only solution that provides you with a true 360-degree all encompassing solution to grow, scale, and dependably exit. Our vast scope of expertise, experience and relationships covers all corridors of the globe. The Mergerium® Group provides you with an uncompromised ecosystem of tools, …
244 Fifth Avenue
Suite 2400
New York, New York 10001
United States
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OinkChing is a Financial Literacy platform designed for the adult life. We totally re-engineered how we structure, shoot, edit, price, and communicate financial topics around the adult brain. This follows 4.5 years of research into why financial literacy fails. We partner with Banks and Credit Unions to go to market …
Marietta
United States
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ExtraVallis is a seed-stage global funding platform connecting family offices, high net worth individuals, angel, and other accredited investors to high-quality startups. The firm offers services such as providing global exposure, de-risked investments and global investors platform to startups, investors and partners. Additionally, it also identifies, validates and curates investments …
PO Box 712
Rancho Santa Fe, CA 92067
United States
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Persevering Capital is a commercial real estate and business private loan intermediary and investor. We are you best source for a standard multifamily, a unique cash-out refinance situation or unique property; anything from farmland and land to Cannabis. We also are a premier commercial mortgage note intermediary, buyer. We deal …
Greenville, Pa 16125
United States
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We are a premier institutional and seller carry back note buyer, seller and broker. We work with individual investors retain some capital from their seller financed mortgage notes and we help institutional C-level partners to clear up the books from poor, re-performing and non performing mortgage notes/deeds of trust.
42 Manor View Dr.
Greenville 16125
United States
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Contact me at ☎ (+1) 469.412.6355 ★ 25+ Years Helping Over 1,500 CEOs Globally Accelerate the Growth of Their Business ★ ✔ Want to land your 1st Client anywhere in the World in 90 days or less? ✔ Make Your International Expansion the Motor of your Growth? ✔ Find Additional …
PO Box 26553 75026
United States
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LATINO-CENTRIC FAMILY OFFICES SERVICES. DIRECT COMMERCIAL LENDER. REAL ESTATE SYNDICATOR
111 Kinderkamack rd
Suite 303
River Edge, New Jerseu 07661
United States
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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 …
Florida
United States
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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 …
240 Madison Avenue
700
Memphis, Tennessee 38103
United States
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Suite 2000 - 125 9th Ave S.E.
Suite 2000 - 125 9th Ave S.E.
Suite 2000
Calgary, AB T2G 0P6
Canada
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Enterprise-level cybersecurity for private banking, family offices and HNWI. I am uniquely prepared to the needs of your family offices and answer questions you may have. We solve three primary challenges you’re likely facing. The first is dealing with the complexity of managing the email threat vector. The second is …
Cynthetic Systems
501 S Cherry St. #1100
Denver, Colorado 80246
United States
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We are a value-add investment manager with an exclusive focus on the acquisition and renovation of workforce housing apartment communities in the Midwest and Southeast. RESSCO leverages its 20+ years of experience acquiring over 5,000 residential units to produce excellent risk-adjusted investor returns.
26711 Northwestern Hwy
Suite 175
Southfield, MI 48033
United States
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