Family Offices

1875 Finance is a prominent independent wealth management firm and multi-family office based in Switzerland, with additional offices in Luxembourg. The firm specializes in providing comprehensive financial services to private clients, ultra-high-net-worth (UHNW) families, and institutional investors. Their core philosophy revolves around an open-architecture model designed to secure wealth, ensure performance, and offer tax-efficient solutions through a rigorous and holistic asset allocation approach. They are recognized for their expertise in building and preserving capital across generations.The firm was founded in 2006 by five experienced bankers: Olivier Bizon, Paul Kohler, Aksel Azrac, Jacques-Antoine Ormond, and François-Michel Ormond. This founding team brought together 15 years of shared professional experience, establishing 1875 Finance as a pillar of Geneva's financial tradition while embracing innovation. Paul Kohler serves as the CEO, and Olivier Bizon is the Chairman of the Board. In 2022, REYL Intesa Sanpaolo Private Banking acquired a 40% interest in 1875 Finance, further strengthening its position in the independent asset management sector.1875 Finance offers a diverse range of services including private wealth and asset management, portfolio management, wealth planning, and investment advisory. They also provide extensive family office services such as financial planning, legal and tax advisory, accounting, execution, and controlling. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) in Switzerland and the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg, ensuring a secure and audited investment process with robust risk control.While primarily focused on wealth and asset management, 1875 Finance also engages in direct investments, particularly in private equity. Their investment appetite extends to established and mature markets, with a focus on securing large-scale investments that drive long-term growth and stability. The firm has shown interest in emerging technology sectors, including Fintech, Artificial Intelligence, Health Tech, and Blockchain, and participates in early-stage funding rounds such as Seed and Series A.

2Future Holding is a future capital firm that invests in people, ideas, and transformative businesses, guided by a foundation of family values. The firm focuses on backing early and mid-stage companies that are developing solutions to significant global challenges across four key sectors: Technology, Health, Green initiatives, and Lifestyle. Their investment philosophy emphasizes fostering a thriving and abundant future by supporting ventures that inspire transformation and make a lasting positive impact on the world.Founded in 2015, 2Future's mission is to empower daring entrepreneurs who create well-being and lasting impact through innovative businesses. The firm has built an ecosystem of changemakers, uniting visionary entrepreneurs and trusted investors through its global network. This collaborative environment is designed to nurture breakthrough ideas that elevate human life, strengthen family values, and pave new paths for future generations, reflecting their commitment to faith, unity, and progress.2Future's diverse portfolio showcases its broad investment scope. In technology, they support companies like Indigo Hive, an AI solutions partner for large enterprises, and LoneStar, which is revolutionizing data storage by launching data centers to the Moon. Their health investments include EON2LIFE, a health tech company providing personalized supplement plans via Apple Watch, and OneSkin, focused on pioneering technologies to extend skin longevity. The firm also backs companies like TwoBetter, a dating app centered on genuine connections and faith, and Portal Tela, an interactive media tech platform. Other notable investments include SpaceX in space tech, Oura for wearable health technology, Emerge for haptic virtual experiences, and Gallant in regenerative animal medicine.The firm emphasizes faithful, enduring relationships as essential to its journey, embracing the responsibility of building a desired world for future generations. While specific individual team members are not prominently featured on their main website, the firm's ethos highlights leveraging people with transformative ideas. Public records indicate individuals like Rodrigo Zuloaga and Eduardo Sacco are associated with a related US entity, suggesting a leadership team with a presence across their operational hubs.

2M Investment Partners is an investment partnership backed by a $1B+ family office. The Philadelphia-based firm, founded in 2017, invests in industrial, manufacturing, and business-services firms across North America. The family office wealth comes from technology-services entrepreneur Morton H. Meyerson.

7 Industries is a family office founded in 2016, based in Amstelveen, Netherlands. The firm invests in leading mid-size industrial and life science companies owned by entrepreneurs and family owners, seeking long-term minority partnerships globally. Notable investments include Isar Aerospace Technologies and Mujin.

a16z Perennial is an investment platform and multi-family office operating under the umbrella of Andreessen Horowitz. It provides comprehensive financial advisory and wealth management services tailored for high-net-worth individuals, families, family offices, endowments, foundations, and other long-term investors. The firm manages a variety of privately offered investment vehicles, including those focused on venture capital, real estate, and private equity. These funds are structured as perpetual life, open-ended offerings, designed with a long-term horizon to maximize capital appreciation through diversified portfolios.The firm, A16Z Perennial Management, L.P., was established in 2022. It was founded by Marc Andreessen and Ben Horowitz, the co-founders of Andreessen Horowitz, with the specific aim of addressing perceived structural inadequacies in traditional wealth management services for their principals and the founders within their portfolio companies. This initiative led to the creation of a dedicated multi-family office designed to cater to the unique financial needs of these individuals.a16z Perennial's investment portfolio, particularly through its venture capital fund, includes holdings in a diverse range of technology and growth-oriented companies. Notable investments have included companies such as Coinbase Global Inc., Nu Holdings Ltd., Robinhood Markets, Inc., Samsara Inc., DigitalOcean Holdings, Inc., Okta, Inc., Affirm Holdings, Inc., Apple Inc., Amazon.com, Inc., DoorDash, Inc., CrowdStrike Holdings, Inc., Pinterest, Inc., Palantir Technologies Inc., Netflix, Inc., and Wave Life Sciences Ltd.The Perennial team is composed of professionals specializing in the intricate investment needs of entrepreneurs, institutional leaders, and various organizations focused on future growth. Key personnel include Michel Del Buono, who serves as the Chief Investment Officer, and Mindy Isenstein, a Partner who leads the venture capital fund. Mindy Isenstein brings extensive experience from her career spanning investing, research, entrepreneurship, and institutional finance, with previous roles at TrueBridge Capital Partners and Goldman Sachs. The firm's approach to team building emphasizes identifying and leveraging distinctive individual strengths.

A2B Ventures, founded by Ari Bloom in 2009, is a family investment office based in New York. A2B Ventures specializes in investing and consulting for consumer brands at various stages, focusing on the intersection of retail, food, health, and media industries with new technology.

Accathon Capital is a single-family office and a global innovation platform headquartered in New York City, with additional offices in Singapore and China. The firm is dedicated to identifying and investing in long-term, high-growth opportunities across various alternative assets globally. Beyond traditional investments, Accathon Capital operates cross-border acceleration programs designed to facilitate the entry of U.S. and international companies into the dynamic Asian markets, with a particular focus on China.The firm was founded in January 2018 by Michael Zhu, Mamoon Ismail Khalid, John Lynn, and other venture capital and accelerator professionals. Since its inception, Accathon Capital has positioned itself as an "entrepreneur behind entrepreneurs," focusing on investment opportunities within industrial digitization, medical health/life sciences, consumer goods/services, and urban technology. Their strategy often involves de-risking companies through accelerator programs before making direct investments, recognizing the unique challenges of expanding into the Chinese market.Accathon Capital's investment portfolio includes companies such as Storj, a decentralized cloud storage provider utilizing blockchain technology; Hiber, which offers global area network M2M and IoT connectivity solutions; and RoadBotics, a company providing AI-enabled tools for road monitoring and maintenance. Other notable investments have spanned areas like online event discovery platforms (Hellofriend) and cloud-based data analytics software for drone images (Strayos). The firm's investment thesis is broad, encompassing advanced technologies and critical infrastructure.The team at Accathon Capital leverages diverse expertise to support its portfolio companies and accelerator participants. Their focus on cross-border collaboration and deep understanding of both Western and Asian markets allows them to provide strategic guidance for global business success. The firm actively seeks to unite top entrepreneurs and corporate teams to foster innovation and build a global venture capital fund, often through invite-only investor training programs for future leaders in the field.

Acuitas Capital Advisors Private Limited, operating as a multi-family office in Mumbai, India, specializes in providing comprehensive financial investment advisory services to high-net-worth individuals and families. The firm's core philosophy, derived from the Latin word "Acuitas" meaning insight, sharpness, and perception, guides its approach to investment. They aim to assist clients in managing their entire spectrum of financial assets, encompassing equity, debt, and real estate, with a focus on meeting diverse financial goals, risk appetites, and objectives of each family member.Established on April 29, 2010, Acuitas Capital Advisors was founded by Dinesh N. Vaswani, who also serves as its Managing Director and Principal Officer. Mr. Vaswani brings over two and a half decades of experience in both investing and operating companies across India and the U.S. His distinguished career includes senior leadership roles at prominent institutions such as Temasek Holdings, where he spearheaded investments in various sectors including infrastructure, real estate, hospitality, and business process outsourcing. He also played a pivotal role in establishing Bessemer Venture Partners' operations in India, leading investments in financial services, auto components, and hospitality industries.The firm advises Indian entrepreneurial families on the strategic allocation, meticulous risk management, and transparent reporting of diversified portfolios across both public and private markets. While primarily an advisory firm, Acuitas Capital Advisors is noted to be active in asset classes such as private equity, private real estate, and private debt. The firm's focus is on providing non-binding investment advisory services across various asset classes, tailoring strategies to individual client circumstances.

Addison Capital Partners is a private equity investment firm that focuses on partnering with owners and operators of "smaller" middle-market growth companies. The firm specializes in providing legacy stewardship, liquidity, growth capital, and management resources to foster the expansion and development of these enterprises. Their investment philosophy emphasizes patient capital and a "buy and build" approach, aiming to optimize long-term capital gains by actively collaborating with management teams to remove growth barriers and enhance profitability through both organic strategies and targeted acquisitions.Founded in 2004, Addison Capital Partners was established by Brian Miller, who brings extensive experience as a former CFO of a middle-market distribution and merchandising company, where he guided significant revenue and EBITDA growth. The firm is backed by high-net-worth family offices, allowing for a flexible investment horizon not constrained by typical fund cycles.The firm's portfolio includes investments across various industrial and technology-driven sectors. Notable past and present portfolio companies include Innovative Power Products, STI-CO Industries, Communication Power, Monomer Polymer and Dajac Labs, and Gowanda Components Group. Addison Capital Partners primarily targets specialty manufacturers of engineered components and critical service providers within sectors such as aerospace and defense, medical devices, semiconductors, and other industrial supply chain verticals.The leadership team at Addison Capital Partners includes Partners Brian Miller and Rupert de Vink. Brian Miller manages portfolio companies and leads deal origination, while Rupert de Vink, who joined in 2012, is responsible for sourcing, analyzing, and overseeing investments, drawing on his background from Blackstone Healthcare Partners and Credit Suisse First Boston. The firm also benefits from an experienced Advisory Board, including Paul DeBruce, Chairman of DeBruce Companies, and Lodewijk de Vink, former Chairman, President, and CEO of Warner-Lambert Company, both contributing significant industry and financial expertise.

Adinvest AG is a Swiss single-family office based in Zug, Switzerland. The firm acts solely for its own account and invests across various financial assets and alternative investments, including real estate. Adinvest also manages The Sunderland Collection, an assortment of antique maps and atlases, and has made 11 investments with portfolio companies including Advania.

Aeonic Partners is a private equity investment firm based in New York, New York, established in 2019. The firm distinguishes itself with a permanent capital, buy-and-hold strategy, aiming to build exceptional businesses over decades rather than being constrained by traditional private equity investment cycles. They primarily focus on control investments but will also selectively pursue structured minority investments. Aeonic Partners invests across a range of industries including Business and Tech-Enabled Services, Healthcare Products and Services, Training and Education, Technology and IT Services, Financial Services, and Value-Added Distribution.Aeonic Partners was founded in 2019 by Brad Resnick. Prior to establishing Aeonic Partners, Mr. Resnick spent over a decade at The Riverside Company, where he completed numerous platform investments and add-ons, and served on multiple portfolio company boards. His experience also includes an analyst role at Comvest Partners, focusing on healthcare and business services. The firm's philosophy is rooted in a long-term perspective, conservative capital structures, and strong partnerships with high-integrity sellers, partners, and management teams.Aeonic Partners has made several investments, with PitchBook noting companies like Indoor Air Technologies, Quality Biomedical, and Smart Air within the Commercial Services and Logistics industries. Tracxn also lists Catapult Health and SAFEbuilt among their portfolio companies. These investments reflect the firm's focus on sectors such as commercial services, information technology services, healthcare services, and education technology.The team at Aeonic Partners brings a blend of private equity and operating expertise. Brad Resnick, the founder, has a deep background in private equity with a focus on middle-market businesses. Ian Slome serves as President of Slome Capital LLC, a family investment office with extensive experience in listed securities, hedge funds, private equity funds, and operating businesses across the United States, Canada, and South Africa. Mark Bertolami is a seasoned operating executive with a career building and growing global businesses in technology-oriented consumer products for major companies like Kraft, Duracell, Gillette, and Procter & Gamble. His experience spans both B2C and B2B sectors, and he has held leadership roles, including President of Procter & Gamble’s Global Portable Power (Duracell) Business.

AFM Capital Partners is an operationally driven private investment firm that specializes in control investments within middle-market companies. The firm partners with growth-oriented businesses and their management teams to foster long-term value creation through strategic guidance, financial expertise, capital resources, and operational insights. AFM Capital Partners focuses on unlocking the full potential of high-growth companies across North America.Founded in 2017, AFM Capital Partners is headquartered in Indianapolis, Indiana. The firm targets companies with North American headquarters, EBITDA between $3 million and $15 million, and revenues ranging from $10 million to $125 million. Their investment approach includes private company buyouts, corporate carve-outs, and divestitures, with a preference for businesses possessing defensible market positions, family or founder ownership, and sustainable, recurring revenues.The firm actively invests in key sectors including Advanced Industrials (such as Aerospace & Defense, Industrial Manufacturing, and Automotive Aftermarket), Consumer Goods (including Food & Beverage, Consumer Products, and Petcare Products), and Business Services (such as IT Managed Services and Professional Services). Notable portfolio companies include Incodema3D, Smart Mouth Foods, Pro Products, and True Essence Foods. AFM Capital Partners has also successfully exited investments, such as Royal Camp Services.The leadership team at AFM Capital Partners comprises seasoned executives with extensive experience in building, operating, and growing companies. Founding Partners Mark McTigue, Andy Mohr, and Brad Todd bring decades of M&A, operational, and entrepreneurial expertise. Andy Mohr, for instance, is also the founder and owner of the Andy Mohr Automotive Group, leveraging his principles of acquiring and improving operations into the firm's investment strategy.

AG Family Office EAF is a wealth management firm and independent investment advisor based in Tarragona, Spain. Registered with the Comisión Nacional del Mercado de Valores (CNMV), the firm offers personalized and transparent financial planning and wealth management services. They distinguish themselves from traditional banking institutions by providing an integrated solution focused on the client's best interests, ensuring full transparency regarding investments and costs.The firm was established in 2012 with the aim of creating an alternative financial advisory model, independent from traditional banking. AG Family Office emphasizes a long-term investment philosophy, believing that participation in company capital is the most effective strategy for sustained growth. They operate with a partnership mentality, aligning their family's wealth alongside their clients' investments to incentivize efficient, risk-adjusted returns.AG Family Office provides access to a global and diversified investment portfolio through a fund of funds, investing in 25 different managers. They also co-invest 15-20% of their capital in this fund, demonstrating a strong alignment of interests with their clients. Their services include financial planning, investment advisory for portfolios of investment funds and ETFs, and comprehensive family office services, guiding families on intergenerational wealth building. The firm focuses on active management, low-cost vehicles like ETFs, and a disciplined investment approach that avoids short-term market timing.

Agami Family Office is a prominent multi-family office based in France, established in 2006 by François Simon and Laurent de Swarte. The firm specializes in guiding entrepreneurs and affluent families through the intricate processes of structuring, perpetuating, and developing their private, professional, and real estate assets over the long term. Operating as a permanent auditor, Agami Family Office offers a comprehensive suite of services designed to anticipate client needs in areas such as patrimonial engineering, investment advice, family governance, private equity, real estate, private secretariat, and philanthropy.Founded by seasoned professionals with backgrounds in banking and family office management, Agami Family Office quickly positioned itself as a leader in the multi-family office sector in France. Their approach is characterized by independence from financial institutions, ensuring objective and impartial advice tailored to the unique interests of each client. The firm's commitment to a dynamic, 360-degree vision of wealth management, coupled with an intergenerational perspective, helps facilitate the transmission of family identity and fosters dialogue across generations.While specific portfolio companies are not publicly detailed, Agami Family Office actively advises clients on private equity deals and real estate investments, demonstrating a broad engagement across various asset classes. The firm's expertise extends to supporting business leaders in financing activities, organizing governance, and creating value for capital operations. Agami Family Office was acquired by Groupe Premium in September 2024, a strategic move aimed at strengthening Groupe Premium's expertise in managing large family fortunes and expanding Agami's growth prospects while retaining its unique identity.The team at Agami Family Office comprises a diverse group of family officers and experts, including Marion Minvielle, Head of Patrimonial Engineering, and Steven Bourguin and Hugues Michon, both Family Officers. These professionals bring complementary skills and experiences in structural, legal, and fiscal domains, enabling the firm to provide holistic and proactive solutions. With approximately 11-50 employees, Agami Family Office manages supervised assets totaling €1.5 billion, underscoring its significant presence and capability in the wealth management landscape.

Allan Moss Investments is a single-family office established by Allan Moss, a prominent Australian businessman and former Chief Executive Officer and Managing Director of Macquarie Group. The firm operates as a private investment vehicle, deploying capital across a variety of industries and company stages. It primarily functions as an angel investor, providing personal funds in exchange for equity in promising companies.The firm's establishment in 2008 coincided with Allan Moss's retirement from Macquarie Group after a distinguished 31-year career, including 15 years at the helm. During his tenure at Macquarie, he was instrumental in transforming the bank from a domestic entity into a global financial services group. His extensive experience in investment banking and financial markets underpins the strategic approach of Allan Moss Investments.Allan Moss Investments has built a diverse portfolio of companies, demonstrating an interest in high-growth sectors. Notable investments include Skykraft, a company in the Aerospace and Defense industry; Ferronova, which operates in Diagnostic Equipment; and Expert360, a firm focused on Human Capital Services. Other significant investments have been made in Invert Robotics and Maestrano, spanning areas such as Enterprise Applications and High Tech.The firm typically engages in early-stage investments, including angel, seed, and Series A rounds, and has also shown interest in growth-stage venture capital (Series B-D). While Allan Moss serves as the principal, the investment strategy reflects a keen eye for innovation and disruptive technologies. The firm's investment activities are predominantly concentrated in Australia, with a presence also noted in the United Kingdom and New Zealand.

Alpha Capital Family Office is an outsourced multi-family office based in Greenwood Village, Colorado, dedicated to serving ultra-high-net-worth families, individuals, small businesses, trusts, and estates. The firm operates as a true fiduciary, deeply committed to acting in its clients' best interests to achieve purposeful outcomes. They intentionally limit their client roster to provide highly personalized attention and tailored support, aiming to ensure stability and continuity in client coverage.The firm offers a comprehensive suite of family office services, acting as a financial quarterback to coordinate various aspects of their clients' financial lives. These services include wealth planning, investment management, family governance, estate planning, tax consulting, business consulting, risk management, philanthropic advisory, and banking relationship management. They provide discretionary investment management and advisory services, allocating client assets across various instruments such as mutual funds, ETFs, cash, individual debt, and equity securities, and may recommend investments in private funds.Alpha Capital Family Office was founded in 2015, with its LLC formally established in March 2020. The firm prides itself on a team with over 250 years of collective experience, bringing together diverse skill sets to navigate complex financial and planning issues. They emphasize a holistic approach to wealth, viewing it not just as assets to manage but as a responsibility across generations, fostering meaningful conversations and aligning priorities for long-term peace of mind.The leadership team includes Douglas Campbell, AIF® (Chief Wealth Strategist, Founding Partner), Michael Dieschbourg, CIMA® (CEO, CIO, Partner), Alexandra Romeo Boyles, J.D. (Senior Wealth Strategist, Partner), Will Coughlin (Senior Investment Strategist, Partner), and Tim Kneen, CIMA® (Head of Business Consulting, Principal). Many team members bring extensive experience from prominent financial institutions, contributing to the firm's deep expertise in areas such as wealth strategy, investment management, estate planning, and business consulting.

Amaya Ventures Pte. Ltd. is a Singapore-based family office that engages in long-term investments, backing passionate entrepreneurs who are building world-class companies and brands. The firm's investment strategy spans from seed-stage companies to mature unlisted and listed entities, often providing follow-on growth capital. They aim for a dual objective with each investment: creating a better company and, more importantly, contributing to a better world.Founded in 2021, Amaya Ventures operates as a single-family office. While specific founders are not extensively detailed publicly, Preqin identifies Diya K and Ameera K as associated with the family office. The firm's core purpose is deeply rooted in philanthropic endeavors, including alleviating poverty in India, supporting candidates for higher education, and aiding orphaned and abandoned children. They actively support causes through various initiatives and partnerships.The firm's diverse portfolio includes investments across various industries and stages. Notable active investments include LXME (Fin-Tech, Pre-Series A), Leverage Edu (Study Abroad, Series C), CARPL.AI (Healthcare, Angel), Everest Fleet (Transport, Private Investment), and Sequel One Solutions (HONO) (HRIS, Pre-Series A). They have also invested in established companies like ONE MOBIKWIK SYSTEMS (MOBIKWIK), HDB, RELIGARE HEALTHCARE, HERO FINCORP (all Financial Services, Pre-Listing Private Investment), B9 BEVERAGES (BIRA BEER) (Alcoholic Beverage, Pre-Series D), and PayTm (Financial Services, Pre-Listing Private Investment).Amaya Ventures emphasizes providing expertise, network, and capital to its portfolio companies. While the team size is small, typical for a family office, their strategic approach and broad investment scope reflect a commitment to both financial returns and social impact. The firm's investment manager is Phoenix Advisers, indicating a structured approach to managing their diverse portfolio.

Ammer Capital operates as a multi-family office, primarily serving technology entrepreneurs and next-generation wealth holders. The firm emphasizes privacy and confidentiality, aiming to support its clients throughout their entrepreneurial journeys by offering tailored financial solutions, business insights, and comprehensive family services. They also assist next-gen wealth holders from emerging markets during transitional phases and leverage their network to co-create and implement cutting-edge technological solutions.Ammer Capital's services are diverse, encompassing coordination and oversight of accounting, tax planning and compliance, asset protection, risk management, and various family services. They also provide advisory and transaction support. The firm is regulated as an SRO-Member of VQF, an officially recognized self-regulatory organization under the Anti-Money-Laundering Act (AMLA), and its regulatory status can be verified on the FINMA website.Founded in 2018, Ammer Capital was established with a vision to build enduring relationships with a select group of clients, grounded in trust, shared values, and mutual understanding. The leadership team includes Victor Ammer, the Founder and CEO, who brings extensive experience from senior management and board positions in multibillion-valued technology companies and investment firms focused on technology and emerging markets. He holds academic qualifications in political economy, business law, and digital currencies, complemented by executive education from prestigious institutions. Dr. Sohrab Khosh serves as the Head of Quantitative Research, contributing specialized analytical expertise. Hubert Ammer is also listed as an HR and Board Member.It is important to note that Ammer Capital, as a multi-family office, does not directly make venture capital or private equity investments. Instead, it provides advisory and management services to its clients, who may then engage in such investments.