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.

FOC_lion

Charter Member Name

Displaying 26 - 50 of 260

Sheryl Anne Morehead

Managing Director, Capital Markets

Sunstone Properties Trust

View Profile

Founded in 2012, Sunstone is an owner, operator, and fund manager of multifamily real estate assets. Headquartered in Southern California, Sunstone specializes in value-add, opportunistic Workforce Housing, and in developing Workforce Housing, in secondary and tertiary markets located in US Sunbelt states.

Read More


Address:

2820 Townsgate Road
Suite 207
Westlake Village, CA 91361
United States
Map It

G. Todd Silva

Managing Director

Silva Partnership & Co.

View Profile

Corporate Finance / Mergers & Acquisitions / Real Estate Investing / Strategic Consulting

Read More


Andre Fournier

Commercial REALTOR

KW Commercial

View Profile

I am a commercial REALTOR in San Diego. High-Net-Worth Real Estate investors can benefit from working with me because I use a diverse and flexible structure to defer capital gains from a real estate sale. This will increase their return on investment because the pretax gains can be reinvested into

Read More


Address:

12780 High Bluff Dr
San Diego, CA 92130
United States
Map It

Evan Pickering

VP

Paladin Realty Partners

View Profile

Investment Manager: US Multifamily and broad Latin America expertise. Founded in 1995, Paladin Realty is a boutique private equity fund manager focused on institutional-quality real estate investments in the United States and Latin America. Employing a hybrid allocator/operator investment approach, the firm invests across a range of strategies (core-plus, value-added

Read More


Jerry McGaughy

Managing Director

Epic Community Impact Fund

View Profile

Epic Community Impact Fund, a community development entity (CDE), is an Atlanta based diversified asset manager and real estate private equity firm. We have significant knowledge and experience relating to real estate private equity, commercial lending, community development, and asset management.

Read More


Address:

430 Plasters Avenue, N.E.
Suite 100 Atlanta
United States
Map It

Bill Bymel

Managing Director

Spurs Capital LLC

View Profile

Investment Manager with ten year track record purchasing and resolving sub-performing, non-performing mortgage loans across USA. Focus on residential SFR first liens or trust deeds, but experienced with deal flow in both resi and commercial. Portfolio Manager with offices in Los Angeles, Florida, New York, and Denver.

Read More


Address:

801 Park Avenue Suite 102
Lake Park, FL 33403
United States
Map It

Paul Allen

CEO

Company

Soar

Providing executive coaching, team coaching, leadership development, and culture building for multi-generational family businesses and HNW individuals. Soar has partnered with the International Coaching Federation to bring together on one platform thousands of the world's best coaches. Soar has also invented breakthrough technology (patent pending) that allows families to capture

Read More


Address:

1806 N 500 E Provo
United States
Map It

Maxwell Bedley

Founder

Spectrum23

View Profile

Company

Spectrum23

Capital Raise

Read More


Address:

9045 Judicial Drive
Apartment 1123
SAN DIEGO, CA 92122
United States
Map It

Chris Carsley

CIO and Managing Member

KIRKLAND CAPITAL GROUP LLC

View Profile

Please upload a professional picture of yourself
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.

Read More


Address:

1411 4TH AVE
SUITE 1000
SEATTLE, Washington 98101
United States
Map It

Adam Seanor

Founder & Managing Partner

Blacktyde Capital Partners

View Profile

Blacktyde Capital Partners is a Toronto based investment firm which invests in and advises companies in a variety of industries and situations. Blacktyde seeks to leverage its relationships and diverse pipeline of opportunities to offer stakeholders the ability to participate in unique and attractive investment opportunities in the private equity

Read More


Address:

Toronto, Ontario
Canada
Map It

Eddie Miller

CEO

Luxury Residential Management

View Profile

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

Read More


Address:

9608 NE 2 Avenue, Miami Shores
Fort Lauderdale, FL 33138
United States
Map It

James Bruin

President

Peaceable Street Capital

View Profile

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

Read More


Address:

Silver Lake Executive Campus
41 University Drive, Suite 101
Newtown, PA 18940-____
United States
Map It

Carlos E Rojas

President

The Rojas Group LLC.

View Profile

We present institutions, fund managers, and professional service administrators with a full spectrum approach to client capital growth initiatives. Seasoned clients and financial advisors benefit from our industry-leading global reach with a solid focus employing our client strategy; Includes on-going; Essential areas of expertise include, but are not limited to:

Read More


Address:

1942 NE 172ND ST,
N MIAMI BEACH, FL 33162
United States
Map It

Steve Clute

CEO

Leadergized

View Profile

Company

Leadergized

Leadergized delivers highly qualified leadership and support for start-up, small, and mid-size businesses on a no risk basis. We began when people came looking for help and we delivered. Over a couple of decades of innovation, growth, and expansion we have become a globally connected network of veteran leaders. Our

Read More


Address:

4940 W 77TH ST
EDINA, MN 55435
United States
Map It

Gary Nacht

Founder

Sterling Advisory Services (dba CAFÉ Central)

View Profile

One company, two solutions. ★ We buy unwanted companies owned by corporate parents or private equity funds looking to close out a fund; ★ We help entrepreneurs and early to mid-stage companies raise capital with a new convertible security called a CAFÉ ("Continuous Agreement for Future Equity)

Read More


Address:

21218 St. Andrews Blvd.
Suite 521
Boca Raton, FL 33433
United States
Map It

Jerry Goodreau

VP Investor Relations

James Management Group

View Profile

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.

Read More


Address:

21 S Rangeline Rd, Suite 300a
Carmel, IN 46032
United States
Map It

Tad Lagestee

CEO

Company

GAIN

Real Estate and Renewables Investments www.gainrenewables.com www.gaincre.com

Read More


Richard Cohn

Attorney/ Real Estate Associate

Richard P. Cohn, PA

View Profile

I am a real estate attorney with over 23 years of experience representing clients and also a licensed real estate associate. I have put together a single family residential investment power point that I can email to any investors looking to invest in SFR. Additionally, I have experience in all

Read More


Address:

8951 Edgewater Bend
Parkland, FL 33076
United States
Map It

Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

View Profile

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 includes alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

Read More


Address:

6678 Guion Road
Indianapolis, IN 46268
United States
Map It

Tory Aggeler

Managing Broker, Senior Precious Metals Advisor

Vaulted and McAlvany ICA

View Profile

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

Read More


Address:

166 Turner Drive
Durango, CO 81303
United States
Map It

James Tulin II

President & Chief Operating Officer

Oxford Hounds Inc.

View Profile

Direct to Consumer men's lifestyle apparel and accessories firm.

Read More


Address:

United States
Map It

Ben Guttman, CPIA,PLCS,cyRM

Broker

North Central Insurance Agency, Inc.

View Profile

Independent insurance broker specializing in Multifamily/Investment Real Estate, Cyber Liability, and Nonprofits of which are crucial to the Family Office.

Read More


Address:

314 MOUNT CARMEL RD
PARKTON, MD 21120-9727
United States
Map It

Josh McCallen

Co-Founder

Accountable Equity

View Profile

Please upload a professional picture of yourself
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

Read More


Address:

2111 N Bremen Ave
Egg Harbor City, New Jersey 08215
United States
Map It

Andrea White-Kjoss

Co-founder and COO

ExtraVallis

View Profile

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

Read More


Address:

PO Box 712
Rancho Santa Fe, CA 92067
United States
Map It

Abraham McAllister

Managing Member

ARM Financial LLC

View Profile

ARM Financial provides low-cost leveraged investment strategies to individuals and institutions. Our flagship Index+® strategy has a proven record of outperforming the market while reducing the risk of loss in a crisis. Founded by an MIT alum and focused on navigating the great battle of our time between immense inflationary

Read More


Address:

3806 Hillcrest Ln
Annandale, VA 22003
United States
Map It