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 56

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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John Kawiuk

Consultant

Cyclum Renewables

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john@worldtradefinancesolutions.com

Cyclum is meeting up a series of renewable Truck Stops across North America. These truck stops will run off their own micro grids and will feature bio diesel, RNG, electrical recharging and Hydrogen

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Address:

9920 Kincey Ave.
Suite 120
Huntersville 28078
United States
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Joseph Archbold

Founder

Anthem Investing

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We provide pre-vetted deal flow and access to LP side syndication opportunities with very experienced operators in high-performing markets.

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Jhoanna Whyte

Beauty Entrepreneur

Anastacya Feria

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jhoannawhyte@gmail.com

https://qrco.de/bc3x0S | https://qrco.de/bc3wtP

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Address:

2608 2nd Ave #196
SEATTLE, Washington 98121
United States
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James P. Sison

Founder

JPS Strategic Fundraising Group LLC

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james.sison@berkeley.edu

MATCHING GOOD PEOPLE TO GOOD PROJECTS I love bringing new products to life and investing in early-stage companies. I am interested in connecting with like-minded investors and entrepreneurs looking to build their network through high-leverage investments ($10M+). Paid to deliver results.

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Address:

7084 Friars Road
Suite 433
San Diego, CA 92108
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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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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James Denito

President

Deep Green Energy, LLC

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james.denito@deepgreenone.com

dba Deep Green One Energy Opportunity Fund®, partners with a growing R&D team of 8 engineers in Cody Wyoming developing an industry changing technology in multi-stage water hydraulic fracking of oil and gas wells. This E-Stim patented process is expected to increase yields from hydrocarbon reserves unheard of in the

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Address:

408 N Allen Dr
Allen, Texas 75013-2500
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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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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Jason Tropf

Founder

Cannabis10x Investment Opportunities

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Premium Brands Pitch Investors, Buyers & Strategic Partners.

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Address:

Tampa
United States
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James Bruin

President

Peaceable Street Capital

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Peaceable Street Capital ("PSC") is a specialty finance platform that makes preferred equity investments with experienced owner/operators to acquire commercial real estate, multi-family apartments, mobile home & RV parks, and self-storage facilities in the US and Canada. PSC is operator led and institutionally backed. The management team has a long

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Address:

Silver Lake Executive Campus
41 University Drive, Suite 101
Newtown, PA 18940-____
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 include 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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Jim Goergen

CEO

Martin Furniture

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j.goergen@martinfurniture.com

Niche Consumer Products Company Martin Furniture has been in business for more than 40 years and specializes in commercial and residential office furniture. I am currently conducting a management buyout of the founder with the plan to continue on as CEO. I am reaching out to a limited number of

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Address:

2345 Britannia Blvd
San Diego, California 92154
United States
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Jonathan H Pappie

CEO

VX Global Inc.

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Investment Marketing firm that utilizes a Finra Vendor approved backbone for Rule C and a private portal for standard Reg D and Reg A offerings. VX Global provides complete preparation and follow on services with access to up to 300 C-Level professionals.

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Address:

4012 South Rainbow
Las Vegas, NV 89103
United States
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Jerry Goodreau

VP Investor Relations

James Management Group

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Multi-Family sponsor and operator of 20 properties with 2850 units. 15 years experience in buying, rehabbing over 4400 units apartments all within the midwest. Areas of growth will be KY, OH, and TN.

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Address:

21 S Rangeline Rd, Suite 300a
Carmel, IN 46032
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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JJ Lee

CEO & Founder

High Order Ventures

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Retired military Officer CEO & Founder of 6 year old company offering 9 month notes for monthly interest payments or compounding.

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Address:

2701 Northgate Ln Ste 1
Carson City, NV 89706
United States
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Jerry Boyette

Director, Investor Relations

ZINC Financial Inc.

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Founded in 2006, ZINC Financial, Inc. is a Fresno, California-based and licensed specialty lender that originates private money loans to individuals in the real estate rehab and resale business. ZINC also manages an investment platform that provides exposure to these underlying private money loans typically only reserved for Institutional investors.

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Address:

1525 E. Shaw Ave.
Fresno, CA 93710
United States
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Jeff Brown

Managing Partner

Loma Homes

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Company

Loma Homes

Loma Homes is a vacation rental company that specializes in EXPERIENCES. We are on a mission to raise the bar on vacation rentals and build a brand that travelers trust. We do this through impeccable design, reliable operations, and obsessive customer service.

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Address:

364 N 800 E
Pleasant Grove 84062
United States
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Jacob Yocum

Senior Analyst

Chicago Equity Advisors

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Chicago Equity Advisors (CEA) is an emerging hedge fund manager founded in 2011. The firm uses a long/short long-bias equity strategy, which deploys an option overlay component to supplement overall yield. CEA opened to outside investors in 2016 and operates Chicago Equity Advisors Fund 1 (CEA Fund 1) and one

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Address:

650 E Algonquin Rd
Suite 350
Schaumburg, IL 60173
United States
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Jonathan New

Director

Fair Winds Capital Investments

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Fair Winds Capital Investments is a veteran-founded and veteran-operated multifamily investment firm based in Hampton Roads, VA and St. Augustine, FL. We purchase and operate 100+ unit, value-add, B- and C-class multifamily properties in the Southeastern US. Our value-add strategy focuses on value provided to both our capital partners as

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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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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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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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Please upload a professional picture of yourself
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 include 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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