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 51 - 75 of 260

Patrick Dolan

Director - Business Development

Stone Park LLC

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“Dedicated to Raising Capital for Emerging Investment Managers”

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Address:

8008 Carondelet Avenue
#300
Saint Louis, MO 63105
United States
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Bobby Blanco CWS®

Partner & Director of Risk Management and Insurance Planning

Strategic Wealth Advisors

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As a boutique architectural wealth management firm, we work with our clients to conceptualize, design, and build their financial plans to minimize their overall tax exposure. We engage clients in managing their wealth through comprehensive financial planning as well as helping them minimize their long-term investment tax exposure by helping

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Address:

16427 North Scottsdale Road
Suite 403
Scottsdale, AZ 85254
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.

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Address:

7084 Friars Road
Suite 433
San Diego, CA 92108
United States
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Scott Wright

President

Liberty Commercial Capital Inc

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Liberty Commercial Capital Inc offers commercial loans and lines of credit for businesses and start up. We specialize in helping businesses find funding for growth and expansion opportunities.

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Address:

40 Executive Drive Suite B
Carmel, IN 46032
United States
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Andrew Hofing

owner

Persevering Capital

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andrewh@perseveringcapital.com

Persevering Capital is a commercial real estate and business private loan intermediary and investor. We are you best source for a standard multifamily, a unique cash-out refinance situation or unique property; anything from farmland and land to Cannabis. We also are a premier commercial mortgage note intermediary, buyer. We deal

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Address:

Greenville, Pa 16125
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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ben brubacher

Managing Director

EquipmentShare

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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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Corey Alston

Chief Development Officer

Indy Health Insurance

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theheritagepartners@gmail.com

Indy Health Insurance (www.indyhealthinc.com) is a very high growth healthcare insurance company in the Medicare Part D insurance sector.  As you may know, Medicare Part D is the component of the government's program that covers prescription drugs for senior citizens. Due to the rapidly aging baby boomer population, over 10,000 seniors

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Noah Brocious

President

Capital Fund I, LLC

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Capital Fund I, LLC (CF1) is an asset based hard money lender based in Scottsdale, AZ. We lend in money to real estate investors, builders, and developers for real estate projects in AZ, CO, and TX. We fund those loans with the 2 capital we've raised in the 2 private

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Address:

14555 N Scottsdale Rd #200
Scottsdale, AZ 85254
United States
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Jerry McGaughy

Managing Director

Epic Community Impact Fund

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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.

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Address:

430 Plasters Avenue, N.E.
Suite 100 Atlanta
United States
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Steve Hepner

Senior Director of Business Development

Private Jet Service Group (PJS)

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Private Jet Services is an FAA certified Charter operator, advisory firm and North America's largest boutique brokerage. We support corporations who utilize private aircraft for both professional and personal purposes. We have the privilege of flying Fortune 500 Corporations, Grammy Award winning artists and professional sports teams. Private Jet Services

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Evan Pickering

VP

Paladin Realty Partners

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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

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Elisa Canum

Vice President of Investor Relations and Business Development

The Peak Housing REIT

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The Peak Housing REIT is a privately held, evergreen, investment vehicle that owns 1,200 single-family rental homes in Texas, Indianapolis and Missouri. The REIT's investment thesis is to deliver a blended return based on a composition of 75% scattered existing home aggregation and 25% newly built-for-rent assets developed in-house. All

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Address:

4925 Davis Blvd
North Richland Hills, Texas 76180
United States
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Mark Waite

Founder & Principal Broker

Beachology

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Company

Beachology

Real estate advisory and consulting services in Hawaii

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Address:

144 Halau Pl
Wailea, HI 96753
United States
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James P. Sison

Co-Founder

PeriChair

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Company

PeriChair

Investor. Entrepreneur. Philanthropist. Live/work in Chicago and San Diego. Contact me if you're looking to talk about: Charitable gift planning. Investment due diligence. Special projects. Looking to expand my network in California, Florida, Texas

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Address:

2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Zachary Weishaupt

Director of Investor Relations

Secured Investment Corp

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zweishaupt@securedinvestmentcorp.com

Secured Investment Corp manages two High Yield Private Equity Funds backed by Real Estate assets. Our Fund's income streams consist of loan origination points, interest only payments on our loans, and profits from direct fix and flip opportunities. Secured Investment Corp has a history of generating over 10% as an

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Michael Covington

President and CEO

Covington Entertainment Group, LLC

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MCovington@bravurasupplychainfinance.com

Covington Entertainment Group (CEG) identifies Diverse scripts meant for success. These scripts are from our Community with the purpose of sharing Culturally Relevant stories with Audiences. CEG provides a Fair script evaluation process where unknown writers can submit their stories for Production Consideration, Financial Support & Distribution. Our screenwriters lack

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Address:

Covington Entertainment Group
14350 Mundy Drive
Sute 800-164, Indiana Noblesville
United States
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Michael Corrigan

PARTNER

J&M Business Capital

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At J&M Business Capital, we pride ourselves on sourcing debt financing through both institutional capital markets, and private alternative sources. Our current focus is on new project financing, mixed use real-estate development projects, SBA Lending for business expansions, investment real estate financing for SFR and larger multi-family investors. We can

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Address:

90 Canal Street, 4th Floor
Boston, MA 02114
United States
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Peter Blaney

CEO

Induran Ventures Inc.

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peterblaney@induranventures.com

Induran accelerates ground breaking technologies that solve problems confronting humans. Induran has experience starting, growing, and running companies across the spectrum of biotechnology, including the world`s first continuous process bio fuel refinery, eco-friendly agriculture, anti viral therapeutics, drug delivery technology, novel therapeutics, and molecular diagnostics.

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Address:

P.O. Box 26
Kingston, ON k7l 4v6
Canada
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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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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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Jack Goldberg

Senior Associate

Time Equities Inc.

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Time Equities Inc. (“TEI”) is a 54-year old privately held real estate investment, development, and asset management company that has been successfully investing and managing its portfolio alongside investor capital since 1966. Based in New York City, TEI's diversified portfolio is currently valued at over $5 billion and consists of

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Address:

55 5th Avenue
15th Floor
New York, NY 10003
United States
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Tom Denison

CEO & Chief Relationship Officer

SmartHealth Catalyzer

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tom@smarthealthcatalyzer.com

SmartHealth Catalyzer builds and seed funds biomedical startup companies around the most promising innovations being developed at Midwest universities and research hospitals. We partner with the top 40 Midwest universities and research hospitals to discover the most prolific and most promising biomedical innovators. We have a rigorous due diligence process

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Address:

741 Congressional Lane
Riverwoods, IL 60015
United States
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Chris Weidenhammer

Managing Partner

Tillery Capital

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Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies (> $2 million pre-tax profits). We are hands-on, consultative investors and focus on companies where the owners or management team are still hungry to grow their business, but have concluded

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Address:

7013 Willow Trace Ln
Charlotte, NC 28104
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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