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 176 - 198 of 198

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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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

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Address:

1806 N 500 E Provo
United States
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Lee Blackwell

Chief Executive Officer

One Source Energy Inc.

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OSE collects and accepts deceased animals, cow manure, and wood waste from forests to make activated charcoal, biochar and compost. The company's customers are professional growers and environmental remediation contractors.

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Address:

372 Nelson Avenue
Elizabeth, US 07202-3693
United States
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Ken Aseme

CEO

Hazic Fund Services

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Fund Administration and Fund CFO services

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Jerry Goodreau

VP Investor Relations

James Management Group

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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.

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Address:

21 S Rangeline Rd, Suite 300a
Carmel, IN 46032
United States
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Mershard Frierson

Chairman, CEO & Founder

The Distressed Hospitality Fund

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The hospitality vertical is experiencing a seemingly permanent correction, furloughs are being issued, and despair is all around yet there are tier 1 assets that will re-emerge following recent events.  During this time of duress, we now have the opportunity to acquire flagship assets at an advantageous price point.

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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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Jacob Yocum

Senior Analyst

Chicago Equity Advisors

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Chicago Equity Advisors (CEA) is an emerging hedge fund manager founded in 2011. The firm uses a long/short long-bias equity strategy, which deploys an option overlay component to supplement overall yield. CEA opened to outside investors in 2016 and operates Chicago Equity Advisors Fund 1 (CEA Fund 1) and one

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Address:

650 E Algonquin Rd
Suite 350
Schaumburg, IL 60173
United States
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Kirk Barry

CEO

Clarion Compliance and Growth Group

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disruptive financial technology eco-system focused on delivering core financial services to underbanked communities including the cannabis sector. Growth Group has designed a closed loop, single ledger system to afford cash logistics, digital commerce and capital formation operating outside the federal banking structure. Growth Group uses a tokenization model to transfer

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Address:

Walnut Creek, California
United States
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Christian Rotter

CEO & Founder

Crowd Capital

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Crowd Capital is a game-changing social impact fintech that enables US families facing foreclosure to keep their homes and regain their financial stability while providing market-beating returns to investors and social impact at scale. We are currently raising a $50MM debt fund to invest in approximately 500 delinquent first-lien residential

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Address:

1951 NW 7th Ave #600
Miami, FL 33134
United States
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Marc B. Mishkin

CEO

Hyperpyron International Partners Inc. & MJResearch LLC

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Financial Research Consulting and Marketing

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Darin Davis

Principal, Co-Founder

Presario Ventures

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Presario Ventures is a private equity real estate firm focused on investing in multifamily real estate assets on behalf of its investors. Our mission is to bring quality investment opportunities, asset management, and servicing to our private investor clients.

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Address:

3821 Juniper Trace, Ste 207
Austin, TX 78738
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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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. We lead our clients through a disciplined process to accurately build a pre-finance package that delivers meaningful data. By adhering to such parameters, we can effectively attract multiple lenders and

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Address:

90 Canal Street, 4th Floor
Boston, MA 02114
United States
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Hermann Zingg

President

Hermann A Zingg

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Real estate development, investment, management and construction co

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Address:

11111 Biscayne Blvd
725
Miami, FL 33181
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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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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Joe Pastore

Vice President Wealth Management

Joe Pastore

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Company

Joe Pastore

Hercules is an active Investment Manager of Hedge Funds and Customized Growth Focused Investments whose objective is Protection and Growth. All our strategies are 100% liquid and growth focused. We have deep expertise in monetizing Market Volatility. We offer Market-Hedged portfolios to generate All Weather performance and customized investment solutions

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Address:

US Bank Tower
633 West 5th Street, Ste. 6700
Los Angeles, CA 90071
United States
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Felix Hartmann

Managing Partner

Hartmann Digital Assets Fund

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Hartmann Digital Assets is a multi-strategy crypto asset hedge fund. At our core, we are fundamental thesis driven. Any project that comes across our desk first has to go through rigorous deep dive research before our capital touches it. Then, once we see that it has means to accrue value,

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Address:

751 Park of Commerce Dr
Suite 126
Boca Raton, Florida 33487
United States
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Chris D'Acosta

CEO

Swift Fuels, LLC

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We are a privately-held R&D company - we transform abundant / low-cost light-hydrocarbon gases to premium fuels (high-octane gasoline and low-sulfur diesel fuel) thereby earning cash margins 3 to 5X higher than refining crude oil -- and with a smaller CO2 footprint!

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Address:

1435 Win Hentschel Blvd
Suite 205
West Lafayette, IN 47906
United States
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Nathaniel Harding

Managing Partner

Cortado Ventures

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Cortado Ventures Is an early stage venture capital firm investing in ambitious growth-driven companies who leverage technology to scale quickly. We target specific industries based on the Midwest's historical strengths, including Insurtech, Fintech, Biotech, Aerospace, Ag Tech, Medical Devices, Energy Tech, and Weather. We believe Cortado Ventures is ideally positioned

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Address:

12 E California Ave
Suite 200
Oklahoma City, OK 73104
United States
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Brent Ritchie

Principal / Co-Founder

EnRitch Investment Group

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Our leadership team has decades of real estate experience, owns and operates over $120M in real estate with over 1,000 units internationally, including apartments, commercial units, residential homes, assisted living, memory care and land. The most recent project we are excited about is a 120 unit memory care facility in

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Dom Carretta

Vice President - Investor Relations

ProudLiving Companies

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ProudLiving Companies: Urban Housing. DONE PROUD! ProudLiving Communities: Full Service Real Estate Owner/Operator - New Jersey based Real Estate development company, who currently owns and operates 1300+ multi-family residential and mixed-use properties across multiple counties. Main focus is value-added RE acquisitions in New Jersey, in business since 2008. ProudLiving Construction:

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Address:

235 S Harrison St
East Orange, New Jersey 07018
United States
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