Family Offices in Miami

39 North Capital is a principal investment firm that partners with owner-operators of mature, cash-generating businesses. The firm focuses on creating long-term value for all stakeholders by prioritizing reinvestment and prudent use of debt, rather than employing a traditional private equity fund model. They structure each partnership as a standalone investment, emphasizing an operator mindset and a commitment to shared values with their partners.Founded in 2016 by Jake Roffman and Tim Lucey, 39 North Capital operates as a direct investment platform anchored by the Eastbridge Group, a family office with over $1.5 billion in assets under management. Roffman and Lucey, who met at the University of Notre Dame, bring extensive experience in private equity and operations. They were brought in by the Bruckner family, who own Eastbridge Group, to help the family enter the private equity space.The firm invests across various sectors, including multi-unit consumer-focused brands, business services, and companies providing solutions for the built environment. Notable investments and portfolio companies include Diversified Roofing, LawLers Barbecue, American Building Contractors, Remedy Roofing, Maaco Collision Repair & Auto Painting, and the quick-service restaurant chain Eegee's.Jake Roffman, Co-Founder and Managing Partner, focuses on origination, structuring, and financial aspects, drawing on his background at 13th Floor Investments, H.I.G. Capital, and Credit Suisse. Tim Lucey, also Co-Founder and Managing Partner, oversees origination, strategy, and operational aspects, leveraging his experience as COO of Meineke Car Care and in private equity at Harvest Partners. Both hold MBAs from the Wharton School.

A-Rod Corp is the single-family office founded by former Major League Baseball (MLB) superstar Alex Rodriguez. Established in 2003 while Rodriguez was still playing professional baseball, the firm has evolved into a dynamic investment platform with diversified interests across real estate, venture capital, and private equity. Headquartered in Miami, Florida, A-Rod Corp began as a real estate investment company and quickly grew into a powerhouse with a portfolio spanning over 15,000 multifamily residential units across 13 states in the U.S. The firm’s real estate strategy focuses on value-add opportunities, primarily targeting Class B and C properties with strong repositioning potential. Beyond real estate, A-Rod Corp has expanded into private equity and venture capital, investing in sectors such as fitness, wellness, media, fintech, and consumer goods. Notable investments include stakes in UFC Gym, Petros Pace Finance, Hims & Hers, and Acorns. The company often partners with institutional investors, family offices, and strategic operating partners to co-invest in scalable businesses. Alex Rodriguez plays an active role as Chairman and CEO, leveraging his brand and network to identify high-potential companies and add strategic value. His approach blends celebrity influence with disciplined investment strategies, making A-Rod Corp a unique player in the family office landscape. A-Rod Corp also includes a media and entertainment division, developing content across film, television, and digital platforms. Through this arm, Rodriguez continues to build his legacy as both an athlete-turned-entrepreneur and a cultural icon.

JAB Holding Company is a privately held investment firm with a strategic focus on long-term investments in global consumer goods and services businesses, as well as building out a global life insurance business. The firm operates as an evergreen investor, emphasizing sustainable value creation over extended periods. Their investment philosophy centers on identifying opportunities in resilient categories with attractive growth fundamentals, strong margins, and robust cash flow characteristics. JAB Holding Company leverages its deep institutional experience and proprietary business insights to invest in and develop leading brands that cater to the evolving preferences of the next generation of consumers.The origins of JAB Holding Company trace back to a family business established in 1828. In 2012, the entity transitioned from a family office with $9 billion of invested capital to a partner-led investment firm, significantly expanding its assets under management. This transformation marked a strategic shift towards a more diversified and institutionalized investment approach, while retaining the long-term perspective inherent to its heritage. The firm's structure includes JAB Consumer, an investment partnership focused on consumer goods, and JAB Insurance, dedicated to building a global life insurance platform.JAB Holding Company boasts a diverse portfolio of well-known brands across its target sectors. Notable investments and acquisitions include significant stakes in coffee and beverage companies like Keurig Dr Pepper and JDE Peet's, fast-casual restaurant chains such as Panera Bread and Krispy Kreme, and beauty industry leader Coty. The firm has also made substantial inroads into the pet care and pet insurance markets through entities like National Veterinary Associates (NVA), Compassion-First Pet Hospitals, Pumpkin, and Petplan. Recent acquisitions also include life insurance groups like Columbian Financial Group and Prosperity Life Insurance Group, further solidifying its presence in the insurance sector.The firm's leadership team comprises Managing Partners and Co-CEOs, Joachim Creus and Frank Engelen, supported by a global team of approximately 50 professionals. This team brings significant institutional investment experience and deep sector knowledge, particularly in consumer businesses. JAB's approach involves close collaboration with the CEOs and executive teams of its portfolio companies, who often have personal investments in their businesses, ensuring strong alignment of interests and a collective focus on long-term success.

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.

Tavistock Group is an international private investment organization founded in 1975 by Joseph Lewis. Headquartered in Windermere, Florida, the company operates as a family office and investment group with a diverse portfolio spanning multiple continents. The organization emphasizes a long-term investment philosophy and the development of management teams, aiming to achieve transformative impact through strategic capital allocation.The company’s investments are concentrated in real estate, hospitality, agriculture, and financial services but also extend to sectors such as sports, energy, retail, biotechnology, life sciences, distribution, logistics, consumer goods, manufacturing, media, and technology. Notable holdings include Lake Nona, a master-planned community in Orlando, and Tottenham Hotspur Football Club.Tavistock Group maintains a global presence, operating offices in 13 countries, with a team of professionals fluent in over 80 languages. The organization is committed to excellence, innovation, and sustainability and has a philanthropic arm, the Tavistock Foundation, which supports initiatives in education and medical innovation.