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 80

Jessica Zall

Chief Marketing Officer

Company

Percent

Percent is the platform powering the future of private credit. Through our marketplace, we connect retail accredited investors, family offices and institutional investors, borrowers, and underwriters to efficiently discover private credit investment opportunities, raise debt capital, and source high-quality deal flow and structure private credit transactions. Our technology modernizes the

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Address:

Percent
909 Third Avenue
#968 New York
United States
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Jonathan Cross

Managing Director

Shefford Capital Partners, LLC.

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jcross@sheffordcapitalpartners.com

Shefford Capital Partners, works with and partners with management and small business owners to acquire well established, profitable companies with predictable revenues and cash flows.

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Address:

477 Madison Avenus
Sixth Floor
New York, New York 10022
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Jeremy Mccauley

Founder - International Director

Easy Step Investing, ESI Capital, and Easy Step Lending

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we help manage and facilitate persons, companies or organizations to invest or lend money to industries such as private banking, private lending, and the property market. we have secured and guaranteed returns of 9-10% p.a. paid out monthly

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Address:

Sydney, Australia / Miami, USA / Los Angeles, USA
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Josh Kimbrough

Co-Founder

INHDC | Community Backers

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International Native Humanitarian Development Corporation Family Office valued Investment Firm primarily focused in the space of Mergers & Acquisitions (M&As), Social Impact Investments, & Global Economic Development Corporation (GEDC).

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Address:

99 Wall St. New York
United States
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Jeff Stark

COO

RxREI.com

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Company

RxREI.com

WHERE HEALTH MEETS WEALTH We Are a Commercial Real Estate Investment Company That Will Help You Build Generational Wealth. We specialize in acquiring value-add commercial real estate for the financial wellbeing of our investors. Our team has been investing in commercial real estate since 2006. We are headquartered in Miami,

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Address:

501 NE 31st Street
SUITE 3207
Miami, FL 33137
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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Jeanine Blake

Co-Principal/COO

OppZone Capital

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Our expert team of real estate, tax, fund, and opportunity zone specialists focuses on the hotel, self-storage, and multi-family asset classes in secondary and tertiary markets in the southern states specifically targeting Florida, Texas and Arizona. We operate primarily through multi-asset Qualified Opportunity Fund’s with identified projects that have already

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Address:

600 Cleveland Street
Suite 313
Clearwater, FL 33755
United States
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Joseph Archbold

Founder

Anthem Investing

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We provide LP syndication deal flow and access to large multifamily projects with highly experienced operators in high-performing markets.

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Joshua Fahrenbruck

Director, Investor Relations

Humphreys Capital

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Humphreys Capital manages four private real estate funds investing in multiple property types (multifamily, industrial, etc.) located in high-growth cities across the US. The firm includes a team of 20+ professionals with an AUM of +$1 billion. The Humphreys Real Estate Income Fund is a diversified, private, Core plus real

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Address:

PO Box 1100
Oklahoma City, OK 73120
United States
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John Cross

Managing Member

Equity Harbour

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Real Estate Developer

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Address:

2203 Porter Street SW #204
Wyoming, MI 49519
United States
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Jason Lassiter

Owner

Kenyatta Properties LLC

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Real estate flipping of houses. We buy houses and flip. We are able to offer ROI on private funds.

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Address:

605 sw us 40 highway Blue springs
United States
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Jay Neal

Managing Partner

Inspire Capital

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Inspire Capital is a vertically integrated multifamily housing company with an impressive investment return track record in the Denver metro area. We utilize a proven underwriting process, detailed property due diligence and value-add improvement strategy that delivers results

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Address:

6000 E Evans Ave 1-110
Denver, CO 80222
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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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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Jack Goldberg

Senior Associate

Time Equities Inc.

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Time Equities Inc. (“TEI”) is a 54-year old privately held real estate investment, development, and asset management company that has been successfully investing and managing its portfolio alongside investor capital since 1966. Based in New York City, TEI's diversified portfolio is currently valued at over $5 billion and consists of

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Address:

55 5th Avenue
15th Floor
New York, NY 10003
United States
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Joseph Celentano

Global Head of Markets

Unison Investment Management

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Unison Investment Management delivers efficient and scalable investment opportunities into the largest asset class in the world: owner-occupied residential real estate. Unison’s vertically integrated investment and technology platform has originated thousands of investments in owner-occupied homes in prime locations nationwide via our lien-secured Unison Equity Agreements. We have been originating

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Address:

650 California St, 18th Floor
San Francisco, Ca 94108
United States
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James D'Elia

Founder/President/CEO

Iron Mountain Challenge, Inc. dba Vertical One Fitness

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ironmountainchallenge@yahoo.com

World's First Vertical Fitness Center Stair Climbing is an annual event, a sport and exercise. But, most people do not have access to stair towers to exercise and train. "Climbing four fights of stairs daily can improve cardiovascular health and mortality." Harvard Alumni Health Study Iron Mountain Challenge, Inc. dba

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Address:

320 Macon Drive
Bridgeport, Connecticut 06606
United States
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform includes alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
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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John Jackson

CEO

Company

Bytagig

Bytagig is committed to helping small businesses, startups, and entrepreneurs reach their potential by providing comprehensive and full-scale IT services. Acting as your internal IT department or working with your existing technology staff, we’ll identify the best tools and services to help your enterprise run efficiently today and meet your

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Address:

5468 SE International Way
Suite B
Milwaukie, OR 97222
United States
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John Thomson

CEO and Founder

Company

Valei

Valei provides luxury home services to ultra high net worth American families. From Property Management to our award-winning Housekeeping and Home Concierge Services Valei is #1. Download the Valei App for free from the Apple App Store.

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Address:

40101 Monterey Avenue
Ste B1 #416
Rancho Mirage, CA 92270
United States
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John Bannan

Chief Investment Officer

ComhlalTech Limited

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ComhlaTech is a software company in the fintech space. We have developed a proprietary pattern recognition tool that predict changes in daily market direction in the stock market. With our focus being on the benchmark S&P 500 and Nasdaq 100 indexes. Our proprietary systems are based on an analysis of

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Address:

ComhlaTech Limited
20 Erb Street West, Waterloo, ON, Canada
Waterloo, ON N2L 1T2
Canada
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Johan De Geer

Founding Partner

Endurance Capital Advisors Ltd

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Endurance Capital Advisors is a senior Swedish-Vietnamese investment team based in Ho Chi Minh City, Vietnam from where we operate an open-ended investment strategy with a long term capital structure enabling the achievement of above-market, risk-adjusted returns in its long-only, highly concentrated portfoilio of Vietnamese public mid caps in which

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Address:

180-192 Nguyen Cong Tru
20th floor, District 1
Ho Chi Minh City, none 700000
Viet Nam
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Jeff Brown

Managing Partner

Loma Homes

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Company

Loma Homes

Renting vacation homes at a 75% premium through custom themes, professional design, and five-star customer service.

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Address:

858 S Main St
Pleasant Grove, Utah Pleasant Grove
United States
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Jerry Goodreau

Vice President of Investor Relations

James Management Group

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We strategically acquire, diligently renovate and successfully manage multifamily properties with the goal of providing strong quarterly returns to our investors while our properties continue to grow in value. We also provide full property management services.

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Address:

21 S. Rangeline Road, Ste 300A Carmel
United States
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