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 433

Vincent Solese Porcher

Owner / International Business Consultant

Lo Mejor de Ambos Mundos ("The Best of Both Worlds")

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I am the owner of “Lo Mejor de Ambos Mundos” (“The Best of Both Worlds”) an International Business Consultancy company, providing diverse services to our clients, to assist them to reach their business goals and potential.

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Address:

1974 Hepplewhite Street
(European Address: C/ Valencia, 659; Barcelona, Spain 08026)
Charleston, SC 29414
United States
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Martine Flowers

Managing Partner

Smile Hospitality

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Smile Hospitality’s mission is to advance the Caribbean’s transition to sustainable hospitality and tourism. We develop and operate boutique resorts & hospitality assets in the Caribbean.

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Address:

384 Northyards Blvd NW
Atlanta, GA 30313
United States
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Stephen Covington

Business Development

Mercer Consulting LLC

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stephen@mercerconsultingllc.com

Mercer §1031 Consulting is a boutique advisory firm dedicated to helping families and individuals build and execute §1031 exchange strategies custom to their unique tax, estate and financial needs. We are not brokers or qualified intermediaries, but rather consultants who work with an exchanger’s existing advisors to ensure a fully

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Address:

One Boston Place Suite 2600
Boston, MA 02108
United States
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Simon Islam

Managing Director

Growth NY Properties

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We come from a background of 18 years of IT Consulting services and have catered to multiple Fortune 500 companies in New York. Our consulting company has grown from a mere $300,000 to $8 million in 2019. Over the last 3 years we have diversified immensely into Real Estate Property

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Address:

1460 Broadway
New York, NY 10036
United States
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Matt Krugman

Regional Vice President

Prospect Capital Management

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Since 1988, Prospect and its predecessors have focused on private debt and private equity investments across the United States in diversified portfolios by industry, company, and situation. As of December 31, 2022, Prospect had $8.8 billion of assets under management. Prospect is the investment adviser to Prospect Capital Corporation (NASDAQ:

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Address:

10 E 40th St
New York, New York 10016
United States
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Brendan McCarty

Managing Principal, CIO

Column E Advisors

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The idea of Column E Advisors was initiated in 2006 with a principal objective of generating returns with the use of a simple yet powerful investment tool, the CE Algorithm (live in 2017). Column E Advisors features a proprietary, quantitative trend-following and countertrend trading model that identifies above average profit

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Address:

7 LANCEWOOD DRIVE
AMESBURY, MA 01913
United States
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Tory Aggeler

Managing Broker, Senior Precious Metals Advisor

Vaulted and McAlvany ICA

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Vaulted is a fintech approach to acquiring physical, allocated, and deliverable ounces of gold. With its reshaping of the supply chain, favorable tax advantages, and lowest spreads, Vaulted is the most cost effective way to own real gold anywhere in the world. It has 24 hour settlements and assigned advisors

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Address:

166 Turner Drive
Durango, CO 81303
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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Lee Blackwell

Chief Executive Officer

One Source Energy Inc.

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Raising capital to collect farm animal and wood wastes to produce activated charcoal, biochar and compost to be sold to farmers where there is a supply shortage.

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Address:

372 Nelson Ave
Elizabeth, NJ 07202
United States
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Eddie Miller

CEO

Luxury Residential Management

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Luxury Residential Management provides management services for luxury estates/residences/condos in the Miami and Fort Lauderdale areas. Primarily these are secondary residences for our clients. Below is an overview of the services provided. We have excellent references and look forward to being of service to the Family Office community. Management Services

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Address:

9608 NE 2 Avenue, Miami Shores
Fort Lauderdale, FL 33138
United States
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Brian Ross

CEO

InfraShares

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Company

InfraShares

InfraShares is a Title III Reg CF Funding Portal focused on alternative assets that facilitates investment crowdfunding campaigns open to all investors. Offerors can raise up to $5M per year from a broad base of individual investors. InfraShares forms an intermediary fund to manage all investors so that the offeror

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Address:

555 4th Street
#927
San Francisco, CA 94107
United States
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Robert Cucin MD JD MBA FACS

CEO

BioSculpture Technology, Inc.

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Our Corporate Mission is to unleash the artist in the surgeon® for cosmetic procedures, develop innovative solutions based on science™ for treatment applications, and be a world leading manufacturer and developer of medical devices and procedures for handling adipose tissue targeting: the liposuction and body sculpting market, the bariatric treatment

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Address:

1701 S Flagler DriveSuite #607West Palm Beach FL 33401
Suite #607
West Palm Beach, FL 33401
United States
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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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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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David Mandel

Managing Partner

Emerging Ventures Fund

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Southern California based early-stage Venture Capital fund investing in emerging technologies. Specifically designed to scout the many university and other research labs, accelerator and incubator programs, finding the most promising start-ups in hard-science and tech, and active as a scout for other VC's, and family offices. We do the work,

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Address:

23679 Calabasas Rd 533
Calabasas, CA 91302
United States
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Ron Ondechek Jr

Managing Director & Founder

South Highland Ventures LLC

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South Highland Ventures is a full-service private equity firm managing direct investments for family offices while providing advisory and operational services to growth companies.

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Address:

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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Evan T Lowe

CEO/Founder

Bevan Family Limited Partnership/Bevan Capital LLC

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evan.lowe@bevanproperties.com

Our investment firm unlocks the hidden value in scattered site portfolios. Over 70 % of these units are currently managed/owned by " mom and pops". With the multifamily space very crowded, we are have turned to acquiring large portfolios of existing scattered sites and new construction build to rent projects.

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Address:

442 W Washington Blvd
Grove City, Pennsylvania 16127
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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Mark Ocepek

President, Managing Partner

Anabasis Equity Partners

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mark@anabasisequitypartners.com

We are Northeast Florida's Premier Real Estate Investment Fund. We focus on off-market, value-add properties in and around Jacksonville, Florida.

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Address:

50 N. Laura St.
Suite 2500
Jacksonville, FL 32203
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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David Wood

CFO

Phoenix Loans

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We are a private, real estate lender that started in 2009 and currently operates in 5 states. Our Fund is focused on capital preservation at above average return rates.

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Address:

3420 E Shea Blvd
Suite 100
Phoenix, AZ 85028
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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Angela Wimmer

Vice President

SouthernSun Asset Management

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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

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Address:

240 Madison Avenue
700
Memphis, Tennessee 38103
United States
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Peter Batten

CEO

Insrv, Inc.

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Company

Insrv, Inc.

Insrv, Inc. is a Delaware C-Corp focused on data center infrastructure services delivery for Hyperscalers and Public Cloud providers.

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Address:

1660 International Drive, 6th Floor
McLean, Virginia 22102
United States
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