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 26 - 50 of 350

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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Ruben Izgelov

Managing Partner

States Capital

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States Capital, powered by We Lend, is a private debt fund focused on funding, making, purchasing, and selling business purpose loans secured by first position liens on real estate located primarily on the east coast. States Capital allows accredited investors to invest in real estate without the risks involved with

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Address:

8810 136th Street
Kew Gardens, New York 11418
United States
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David C. Raines

Chief Executive Officer

Black Lion Endeavors Corporation

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Hello, I'm David C. Raines, MBA, CEO of Black Lion Endeavors Corporation of Denver, Colorado, I created and founded Black Lion Endeavors as a Limited Liability Corporation (LLC) in September of 2016, although I created all six business concepts in January of 2014, it wasn't until 2019-2020 when I actually

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Address:

P.O. Box 6561 Denver, Colorado 80206
15859 E Jamison Drive #10303
Englewood, Colorado 80112
United States
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Suraj Jagannathan

Strategic Partner

Trinity Investors

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Trinity Investors is a $6 Billion AUM Private Equity Firm focused, 80% on Real Estate and 20% Operating Companies with a $2-10mm EBITDA. We are not a fund and do seperate deals (SPE) for each deal. We do ~30 investments per year. We are market agnostic and shift as the

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Address:

925 S. Kimball Ave Ste 100
Southlake, Texas 76092
United States
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Andrea White-Kjoss

Co-founder and COO

ExtraVallis

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Company

ExtraVallis

ExtraVallis is a seed-stage global funding platform connecting family offices, high net worth individuals, angel, and other accredited investors to high-quality startups. The firm offers services such as providing global exposure, de-risked investments and global investors platform to startups, investors and partners. Additionally, it also identifies, validates and curates investments

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Address:

PO Box 712
Rancho Santa Fe, CA 92067
United States
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Simon Restrepo

PARTNER - INVESTMENT BANKER

ONETOONE CORPORATE FINANCE

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ONEtoONE Corporate Finance Group is an International Investment Bank with offices all around the world specialized in M&A advisory, serving the lower-middle-market and the middle-market. Our Mission is to help the business owner maximize the value of his life work and transform the Investment Banking world into a 100% customer-centric

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Address:

CALLE 9A SUR NR 37 - 69 MEDELLIN
Colombia
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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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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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Johan De Geer

Founding Partner

Endurance Capital Advisors Ltd

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Please upload a professional picture of yourself
johan-degeer@endurance-group.com

Endurance Capital Advisors Ltd is a senior Swedish-Vietnamese investment team based in Ho Chi Minh City, Vietnam where we operate an open-ended investment strategy with a long term capital structure enabling our concentrated long- only portfolio of Vietnamese public mid caps to achieve above market risk-adjusted returns by engaging in

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Address:

Villa Violet 8, An Phu Superior Compound
36 Thao Dien Street, Thao Dien, Thu Duc
Ho Chi Minh City, none 700000
Viet Nam
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Robert B Kerdasha

Dirrector - The Summit Advisory

AssuredPartners

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robert.kerdasha@assuredpartners.com

AssuredPartners is the 8th largest privately held insurance brokerage int he country. Robert Kerdasha is Director of The Summit Advisory, Private Client Services. We manage insurance portfolios for Family offices and High Net Worth families throughout the USA. Our team of 16 Advisors negotiate and manage coverages with Chubb, Pure,

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Address:

1323 May River Rd Ste 101
Bluffton, SC 29910
United States
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Kristina Garcia

Senior Associate

Cushman & Wakefield

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kristina.garcia@cushwake.com

I represent a broker team that performs two functions on a national basis: 1) raise debt and equity for ground-up multifamily developments; and, 2) execute dispositions of multifamily assets, including niche assets such as micro units, coliving, and build-to-rent (BTR) single-family and townhome assets. We are here to help connect

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Address:

1180 Peachtree St NE
Suite 3100 Atlanta
Georgia
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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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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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Ram Gajjela

CEO

Ramini Bio Nutrition

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1. Nutraceutical formulations & manufacturing 2. contract manufacturer & private labeling 2. Making Nutra products through Fermentation process. 3. Genome Editing : CRISPR : mainly in probiotics ( Microbiome).

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Thomas Miller

CEO, Managing Member

NextGen Capital Group LLC

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Our NextGen Team has over 25 years experience in Commercial Real Estate and Manufactured Housing Community acquisition funding and operations. Our team specializes in due diligence, financial analysis, acquisition, turn around planning and implementation, and value optimization. We operate in a niche largely overlooked by institutional investors and REITs. We

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Address:

5633 Strand Blvd
Ste 304
Naples, FL 34110
United States
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Brian

Founder

Company

DFS Ops

Hedge Fund Software * Invest Deal Flow Dashboard * Calendar Appointments * Fund Reporting Securely to Investors * Due Diligence Standardization Controls * Multi-Fund Management * Database Integrations - Brokerage / Fund Data * Family Office Member Payments * Private Equity Fund Company Submission Management

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Address:

189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
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Ryan Ramkhelawan

Co-Founder & Managing Partner

Lasting Machine Ventures

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Lasting Machine Ventures is a pre-seed fund, focused on health technology innovations in overlooked regions like the US Southeast, which tends to yield favorable valuations. The partners' backgrounds are as serial medical device founders, startup accelerator operators, investors, and mentors at multiple startup hubs in the US. Their track records

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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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Robert Costomiris

Managing Member

MIOYM Equities

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Our investments are designed to preserve and grow our limited partners’ capital, provide financial security to sovereign wealth funds, individual investors, and contribute to overall economic growth. We seek to create a positive economic impact and long-term value for our investors. We invest in the communities in which we work.

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Address:

800 Westchester Ave
Suite N-603
Rye, NY 10573
United States
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Tyler Dalton

Family Office Services

Cohen & Company

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We know how important it is for high-net-worth families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions that support your overall objectives now and for future generations. With 30 years of experience and the right expertise, our team

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Address:

1350 Euclid Ave
Suite 800
Cleveland, Ohio 44115
United States
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Ivan Nikkhoo

Managing Partner

Navigate Ventures

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Founded by principals with decades of investing and operating experience in the tech sector, Navigate Ventures is a Los Angeles based early growth stage venture fund focused on helping entrepreneurs prepare for rapid growth and scaling. We are sector, stage, value-add, founder-friendly investors. We bring significant experience, deep domain expertise,

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Address:

9800 Wilshire Blvd.
90212 Beverly Hills
United States
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Eamon Kelly

Managing Director

Nolan Securities

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Nolan Securities Corporation is a 30-year old boutique merchant bank advising clients on strategy and capital raising. With an affinity for entrepreneurial and growth dynamics in both the corporate and fund arenas, we work with institutional investors, family offices, and high net worth individuals to source managers and direct investments

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ying zhao

CEO

ying Zhao

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Company

ying Zhao

We are XENSE, a medical imaging company based in Irvine CA, providing next generation x-ray tomographic imaging technology that can use radiation from as small as less than one degree for complete 3D reconstruction, rather than the typical 360 degrees from traditional CT. Adoption of uTomo eliminates the time, resources

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Address:

15 Hubble
IRVINE, California 92618
United States
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ben brubacher

Managing Director

EquipmentShare

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Please upload a professional picture of yourself
ben.brubacher@equipmentshare.com

EquipmentShare is the fastest growing tech enhanced equipment sales, rental, management platform in the World helping contractors build better and work smarter with the help of Track smart jobsite technology. In an industry ripe for disruption and innovation, EquipmentShare offers smart jobsite solutions that improve productivity, safety and efficiency. Our

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Address:

United States
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Sam Vaghani

TBL Fundraising

Synergy Capital LLC

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Capital Raising Services for Triple Bottom Line Funding.

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