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 28

Chris Gauld

Director

Sandstone Asset Management

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chris.gauld@sandstoneuk.com

Sandstone helps Family Offices and Fund Managers to access the UK residential market more easily. The market is attractive for a variety of reasons. It’s a large market. It’s low risk. And it’s generated incredible returns over the past 23 years (our investors have achieved average geared returns of 28%

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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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Chad Glauser

Founder/PM

Alpine Quantitative Investment Fund

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We are a conservative fund that trades the US Treasury and the S&P 500 with a track record that has a Sharpe ratio 1.02, standard deviation 6.01, and Max Drawdown of 5.5.

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Address:

3033 E 1st Ave Ste 710
Denver, Colorado 80206-1471
United States
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Carlos E Rojas

President

Global Monetization Investing and Trading

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GMIT presents institutions, fund managers, and professional service administrators with a full spectrum approach to client capital growth initiatives. Seasoned clients and financial advisors benefit from our industry-leading global reach with a solid focus employing our client strategy; Includes on-going: -Assessment – Development – Execution *** GMIT (ADE) strategies. Essential

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Address:

1942 NE 172ND ST,
N MIAMI BEACH, FL 33162
United States
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Carly Hoeler

Senior Vice President - Head of Business Development

Ashford Inc.

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choeler@ashfordsecurities.com
Company

Ashford Inc.

Ashford (NYSE American: AINC) is an alternative asset management company with a portfolio of strategic operating businesses that provide asset management, investment management and related services to the real estate and hospitality sectors. Ashford's principals have a long track record of success and many years of experience investing and operating

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Address:

Ashford Securities LLC
Suite 780
Dallas, Texas 75254
United States
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Chris Every

Chief Commercial Officer & Founder

Coomtech Ltd

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Company

Coomtech Ltd

Coomtech is a engineering technology business with unique, patented technology addressing the huge global market for drying bulk solids. Coomtech SMR is a green technology supporting targeted industries seeking to reach Carbon Zero solutions though innovation in manufacturing and processing methodologies. Those industries presently include, construction and infrastructure, energy, minerals

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Address:

Coomtech Ltd
Rivendell, Venney Farm, Hundred Foot Bank,
Welney, Cambs PE14 9TW
United Kingdom
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Conrad Metz

Principal

Metz Capital

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cwmetz@protonmail.com
Company

Metz Capital

Metz Capital partners with top tier real estate investment groups and other firms looking for investment capital. Each firm offers something unique to the marketplace and is vetted by the compliance department. This offers single and multi-family offices a single source for high-quality private equity offerings.

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Address:

United States
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Charla Easterbrook

Business Development

Mirador, Inc.

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Mirador is a team of financial and technology experts dedicated to leveraging decades of industry experience to enable your success. From industry-leading performance reporting services, to technology consulting and solutions, to middle office services, we act as an extension of your team, allowing you to focus on building value. Platforms

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Address:

700 Canal Street
CT Stamford
United States
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C Lanclos

Principal

Lanclos Mergers & Lanclos, LLC

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cl@lanclosmergersandacquisitions.com

Lanclos Mergers & Acquisitions, LLC has a deal flow arm to the firm bringing off-market companies to the table for acquisitions.

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Address:

Greater New Orleans Area
Covington, LA 70433
United States
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Corey Alston

Chief Development Officer

Indy Health Insurance

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theheritagepartners@gmail.com

Indy Health Insurance (www.indyhealthinc.com) is a very high growth healthcare insurance company in the Medicare Part D insurance sector.  As you may know, Medicare Part D is the component of the government's program that covers prescription drugs for senior citizens. Due to the rapidly aging baby boomer population, over 10,000 seniors

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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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Chris D'Acosta

CEO

Swift Fuels, LLC

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We are a privately-held R&D company - we transform abundant / low-cost light-hydrocarbon gases to premium fuels (high-octane gasoline and low-sulfur diesel fuel) thereby earning cash margins 3 to 5X higher than refining crude oil -- and with a smaller CO2 footprint!

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Address:

1435 Win Hentschel Blvd
Suite 205
West Lafayette, IN 47906
United States
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Conrad Metz

Principal

Metz Capital

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Company

Metz Capital

I partner with select real estate investment firms offering unique real estate or superior term structures to connect with investors.

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Conanjay Wallace

Asset Manager

Aleph Tav Group

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We develop programs for financial professionals, real estate investors and the public at large. Our mission is to promote the broad adoption of meaningful risk-adjusted investment analysis, to democratize access to exclusive investment performance (e.g. top performing hedge funds, private equity, etc.) through education and services (e.g. third-party risk analytics,

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Charles Schaffer

President

SDC Companies

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Providing clean alternatives to tax offsets through solar investing and wealth growth through new-build real estate developments. For over 15 years we have helped clients offset and defer taxes by strategically investing in small to medium size solar projects - most often for a non-profit that cannot take advantage of

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Address:

1346 The Alameda, Ste 7-297
San Jose, CA 95126
United States
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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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Chris LeVeck

CEO

Facility Innovations Group

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Facility Innovations Group is a leading provider of all-inclusive energy efficiency and renewable energy solutions for facilities worldwide in helping them facilitate and execute carbon reduction strategies. Facility Innovations Group solutions range from upgrades to the existing facility's infrastructure to the design, development, construction, and operation of energy plants encompassed

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Address:

100 Congress Ave.
Suite 2113
Austin, TX 78701
United States
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Christian Rotter

CEO & Founder

Crowd Capital

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Crowd Capital helps families facing financial hardship and foreclosure to keep their homes and regain their financial stability while generating outsized financial returns for investors and social impact at scale. We are currently raising a $25MM fund to invest in approximately 500 delinquent first-lien residential loans. Crowd Capital does not

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Address:

1951 NW 7th Ave #600
Miami, FL 33134
United States
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Chris Weidenhammer

Managing Partner

Tillery Capital

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Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies (> $2 million pre-tax profits). We are hands-on, consultative investors and focus on companies where the owners or management team are still hungry to grow their business, but have concluded

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Address:

7013 Willow Trace Ln
Charlotte, NC 28104
United States
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Conrad Metz

Principal

Metz Capital

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Company

Metz Capital

Investment Banking Services: Capital Raising

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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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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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CK Zheng

Co-Founder & CIO

ZX Squared Capital

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A Crypto Option Hedge Fund: Sustainable Return, High Sharpe Ratio Crypto Only - We are firm believers of crypto, a technological paradigm shift for money, finance and Web 3.0 applications. Crypto is similar to Internet back in 1995 with faster adoption, and has deeper implications on our society. Lower Volatility

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Address:

New York & Florida
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Chris Luo

Managing Director

Willton Investment Group

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Willton Investment Group is a Private Equity Real Estate Firm with development experience that focuses on creating wealth that endures —sourcing low-risk real estate investments that produce healthy returns for our own portfolio and for our highly valued capital partners. In addition to producing consistent returns, we seek to create

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Address:

630 Fifth Ave
New York, NY 10111
United States
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Colin Cody

Advisor

Morgan Stanley Private Wealth - The Kartheiser Group

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colin.cody@morganstanley.com

- Access to leading open-architecture Alternative Investment platform offering exclusive deals from premier private credit, private equity and venture GPs - Traditional Private Wealth Management Services (Philanthropy, Tax Mitigation, Impact Investing, Investment Management, Estate Planning, Lifestyle Enhancement and Investment Banking) - OCIO bespoke portfolio construction from our group of 20+

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Address:

233 S. Wacker Drive, Suite 8600
Chicago, Illinois 60606
United States
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