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 84

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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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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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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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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Joe Berko

CEO & Co-Founder

Astor Realty Capital

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Astor Realty Capital is a national private real estate investment firm. Astor specializes in direct short-term investment capital for commercial real estate opportunities in major US markets with a keen focus on New York, South Florida, Texas, and Arizona. With over 65 years of collective experience in all facets of

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Address:

1180 Ave of Americas, 8th FL
New York, New York 10036
United States
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Jennifer Halvas

Managing Director of Investor Relations at Cityview

Cityview

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Company

Cityview

Founded in 2003, Cityview is a vertically integrated real estate investment management and development firm focused on multifamily housing in gateway markets in the Western U.S. Cityview specializes in driving value through developing, acquiring, and operating opportunistic and value-add multifamily projects. Cityview has invested in more than 130 projects to

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Address:

Los Angeles, CA
United States
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Josh McCallen

Co-Founder

Accountable Equity

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jmccallen@accountableequity.com

ACCOUNTABLE EQUITY is an integrated development, management, and syndication company. Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable with the equity entrusted to our care by our investor partners. We are committed to offering

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Address:

2111 N Bremen Ave
Egg Harbor City, New Jersey 08215
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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J Damien Scott

COO and SFO Advisor

Bedrock Special Projects

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admin@bedrockspecialprojects.com

Bedrock provides close protection, security, private investigation and cybersecurity specialists worldwide to shield our clients from loss, embarrassment, or harm. Our discreet, white-glove approach supports your security, comfort, and success.

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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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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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Junaid Noor

CEO

Albany Park Capital

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Ground up construction of multifamily properties in and around the Houston, TX MSA

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Address:

1300 W Sam Houston Pkwy S
Suite 100 #325
Houston, Texas 77042
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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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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Joey Brehm

Partner

Golden Hour Collective

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Joeybrehm.mn@gmail.com

We are a Build-For-Rent and Multifamily developer focusing on the Carolinas.

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John Thomson

CEO / Founder

Company

Valei

Valei makes homeownership better for ultra high net worth homeowners. Valei is the premier provider of luxury home services to high net worth homeowners based in the Coachella Valley, CA. Valei is also a tech mobile app company and an award-winning luxury hospitality services provider specializing in high-end residential services,

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Address:

40101 Monterey Avenue,
Suite B1 #416
Rancho Mirage, CA 92270
United States
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John Marino

Director

John Marino

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jmarino@policyandtaxationgroup.com
Company

John Marino

Policy and Taxation Group (PATG) is the leading advocacy organization focused on protecting family offices and financially successful family businesses against destructive taxes imposed by Washington, DC. For more than 25 years, PATG has been a highly effective voice, advocating in a bipartisan manner to favorably influence legislation and producing

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Address:

712 H Street NE
Suite 1091 Washington, DC
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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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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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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Jennifer Velasquez

NA

Company

FOC

FOC Test

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Address:

777 Avenue Miami
United States
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Jesse Weber

Managing Principal

PlaceMKR

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Company

PlaceMKR

Headquartered in Austin, Texas. Real Estate Investment and Development Firm that focuses on path of progress investments in and out of the Opportunity Zone. In addition, firm has a build-for-rent platform that is growing throughout Texas and Colorado.

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Address:

901 S MoPac Expressway
Building 1, Suite 300
Austin, TX 78746
United States
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Jeffrey Glass

CEO & Cofounder

Company

Hometap

Hometap, a leading provider of home equity investments (HEIs), is on a mission to make homeownership less stressful and more accessible. Hometap’s HEI product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. With

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Address:

800 Boylston Street
16th Floor
Boston, MA 02199
United States
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JOHN LOY

Managing Director

Highland Community Partners, Inc

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john.loy@hcommunitypartners.com

Early stage Impact investors in residential real estate development, addressing the current shortage of reasonably priced, quality homes and communities for the workforce/essential worker in and around targeted smaller towns and cities in the Midwest. We buy farmland, convert it to shovel ready land for a “Highland Community”, and sell

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Address:

12 North Lincoln Ln
Arlington Hts, IL 60004
United States
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