Family Offices in San Francisco - Bay Area

808 Ventures is an investment management firm that specializes in early-stage technology investments, backing world-class entrepreneurs to build exceptional companies. The firm focuses on identifying innovative technology companies with global scale potential, participating in early-stage and early-growth funding rounds. They offer global investment services to high-net-worth individuals, family offices, and institutional investors, emphasizing impactful solutions and positive change through technology.Founded in 2016 by Gary Macbeth and Art Caisse, 808 Ventures has established a global team with key presences in three distinct time zones: Silicon Valley, London, and Perth. This strategic global network, combined with local expertise, provides access to diverse startup investment opportunities worldwide. The firm aims to offer founders and their teams an experience that extends beyond just capital, fostering strong partnerships to transform existing industries.The firm's portfolio includes a diverse range of technology companies such as Rentberry, GuestReady, Byte Foods, Inhalio, Mmuze, Boundlss, Wellteq, Atlas Trend, BlueFox.io, Equal1, Oklo, Cemvita, Gold Hydrogen, Infinium, Circ, Quaise, Regent, Exowatt, and Armada. 808 Ventures manages multiple funds, including Tech Venture Fund 1 and Tech Venture Fund 2, which deploy early and growth stage capital. They also operate a Global Alliance Fund, enabling co-investments alongside a network of professional fund managers and family offices.The 808 Ventures team draws on extensive experience from various career backgrounds, including banking, funds management, investment banking, finance, marketing, and project management. This comprehensive understanding of diverse assets is crucial to their investment strategy. Key team members include founders Gary Macbeth and Art Caisse, along with partners and individuals like Mark Potts, Asher Vukelic, Dave Nelle, and Mike Vesey.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

K2 Global is a venture capital firm established in 2015, with a primary focus on investing in private technology companies. The firm targets disruptive internet, software, and technology-enabled businesses from seed to growth stages, aiming to support companies that are revolutionizing their respective industries. K2 Global emphasizes building long-term economic value through creative software solutions and partners with founders to develop innovative solutions for contemporary challenges.Founded by Ozi Amanat, K2 Global was launched with a vision to bridge investment opportunities between Asia and Silicon Valley. The firm's limited partners comprise prominent leaders, family offices, institutions, sovereign wealth funds, and strategic investors across three continents, including Singapore, the United States, India, Indonesia, Japan, Hong Kong, Thailand, Malaysia, and Australia. K2 Global has successfully closed significant funds, including $300 million in committed capital to invest in promising technology startups globally.K2 Global boasts a notable portfolio of investments in over 50 companies, including well-known names such as Uber, Spotify, Airbnb, Coinbase, Paytm, Palantir, Impossible Foods, Allbirds, Pinterest, Warby Parker, Scopely, and Oatly. The firm has also expanded its investment focus to include emerging areas like artificial intelligence, backing companies such as OpenAI, xAI, Neuralink, and Shield AI, and has made investments in the aerospace and defense sectors.The team at K2 Global, led by founder Ozi Amanat, leverages extensive experience and a global perspective. Amanat is recognized as an international investor and venture capitalist with a track record of backing significant technology startups. The firm's approach involves connecting founders with a global network of investors and entrepreneurs, facilitating international expansion and market navigation.

Skip Capital is a private investment firm that strategically allocates capital across technology and infrastructure sectors. Founded by Kim Jackson and Scott Farquhar, co-founder of Atlassian, the firm operates as a family office with a long-term investment horizon. They are passionate about backing technology-enabled businesses and world-class teams that are dedicated to solving global problems.The firm was founded in 2018, although co-founder Kim Jackson established Skip Capital in June 2017. Based in Sydney, Australia, Skip Capital focuses on direct investments, managing the private wealth of its principals. Their investment strategy encompasses both venture capital for high-growth startups and infrastructure projects, including real assets with a focus on climate, data, waste, water, transport, and health.Skip Capital has built a diverse portfolio of notable companies across various stages, from early-stage to late-stage funding rounds. Key investments include companies like Adora, Neara, Energy Bay, Canva, Airwallex, SafetyCulture, 1Password, Culture Amp, Tonal, Talkdesk, Figma, Gong, and Zoomo. Their portfolio demonstrates a strong inclination towards innovative solutions in areas such as artificial intelligence, healthtech, enterprise applications, and software as a service.The Skip Capital team brings a wealth of experience from diverse backgrounds, including investment banking, asset management, and startup operations. Co-founder Kim Jackson has over 20 years of experience in technology and infrastructure investing, while Scott Farquhar is renowned for co-founding Atlassian and mentoring numerous startups. The team's expertise spans venture capital and infrastructure and real assets, with members like Shane Guyot, Ken Lee, Somar Alhajali, and Patty Huang focusing on long-term infrastructure investments, and Olivia Grivas, Sahil Arora, and Simone Tai specializing in venture capital.