Family Offices in Montana

Bodley Group is a St. Louis, Missouri-based investment firm established in 2005, operating as a family office with a focus on venture capital and private equity. The firm seeks to generate superior returns by investing in private companies that hold favorable positions within niche markets. Their investment strategy targets opportunities with new proprietary technology, demonstrated concept durability, clearly defined customer acquisition strategies, strong network effects, and significant potential for rapid growth. Bodley Group is particularly drawn to inspirational founders who possess a clear vision for the future and the determination to bring it to fruition.The firm was co-founded by Ted Albrecht, who serves as a Managing Partner and is the primary contact for seed opportunities and portfolio companies. He oversees due diligence, screening, and leads investment committee meetings. Doug Albrecht, who retired as Chairman, President, and CEO of Centric Group, serves as the Chairman of Bodley Group. He brings extensive experience from his 33-year career with the Taylor family, where he expanded Centric Group into a $750 million holding company. Other key team members include John O'Connell and Barry Albrecht.Bodley Group invests across various stages, including seed, growth, early-stage, and later-stage venture capital, as well as buyouts and growth financing. Their portfolio spans diverse sectors such as information technology, business/productivity software, financial services, enterprise applications, consumer, retail, manufacturing, distribution, services, healthcare, energy, and mobility. Notable investments include Deepgram, AlphaWallet, Coursedog, True Link Financial, Ginkgo Bioworks, Venzee, HomeLight, and Stringr. The firm has seen success with portfolio companies like HomeLight achieving unicorn status, and Ginkgo Bioworks and Venzee going public.The team's expertise extends to strategic management and operations of growth investments, particularly in manufacturing, distribution, and services businesses. With offices in both St. Louis, Missouri, and Palo Alto, California, Bodley Group primarily focuses its investments within the United States and North America, with some portfolio companies also having a presence in India. The firm's managers also have experience in the European market.

Monarch Private Capital is a leading investment firm specializing in impact investing through federal and state tax credits. The firm manages funds that facilitate investments in projects designed to create positive social and environmental impact while delivering predictable financial returns for investors. Their core investment areas include renewable energy, affordable housing, historic rehabilitation, and film & entertainment. Monarch Private Capital's approach involves direct investments in projects that generate tax credits, offering a unique opportunity for corporations, banks, insurance companies, individuals, developers, and film producers to achieve financial objectives while contributing to community development and sustainability initiatives.Founded in 2005, Monarch Private Capital was established through a partnership between Robin Delmer, an Atlanta-based low-income housing developer, and George L. Strobel II, a high-net-worth family office tax advisor. Initially, the firm focused on Georgia affordable housing projects, leveraging Georgia Low Income Housing Tax Credits (LIHTC). Over time, Monarch expanded its offerings to include federal and state tax credits for historic rehabilitation and renewable energy projects, broadening its geographic reach across the United States. The firm is recognized for its expertise in developing customized structuring solutions that align with investors' financial, tax, and treasury objectives.Since its inception, Monarch Private Capital has significantly impacted communities nationwide. As of late 2025, the firm has managed tax equity impact investments in over 1,000 projects, generating nearly $9 billion in tax credits. These projects have mobilized over $21 billion in project capital and created an estimated $38 billion in economic impact across 42 states and Washington, D.C. Notable achievements include the creation of tens of thousands of affordable housing units, the development of gigawatts of renewable energy capacity, and the revitalization of hundreds of historic buildings. The firm also plays a significant role as a broker of film tax credits, particularly in Georgia and other states.