Family Offices in Ohio

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.

JMC Family Office is a single-family office dedicated to fostering lasting growth through direct investments in operating companies and supporting mission-driven nonprofits. The firm operates with a family business mindset, prioritizing strong relationships and sustainable growth with privately held companies. They focus on empowering management teams by providing strategic support while allowing them to run their businesses, and they invest patient capital for the long term, building for sustainable growth beyond a typical investment horizon.The firm was founded in 2012 by Jean-Marie Painvin, who serves as its CEO. Painvin previously held the position of Chairman of the Board and CEO of Deutsch Group, a global leader in high-performance connectors, which he was instrumental in growing into a world-class business before its sale to TE Connectivity in 2012 for $2.1 billion.JMC Family Office's investment portfolio includes companies such as Hawthorn Composites, specializing in advanced composite manufacturing for aerospace and defense; Leuko, which is developing a non-invasive white blood cell monitoring device; Advanced Track and Trace, providing brand protection and security systems; Ode à la Rose, an online flower delivery service; and Amerequip, a custom equipment manufacturer. Past investments include Keosys, a medical imaging product developer, and JTI Electrical & Instrumentation, which was successfully exited. The firm targets companies with sales between $10 million and $200 million and at least $3 million in operating income.The team at JMC Family Office brings diverse expertise to their investments. Jean-Marie Painvin's extensive experience from Deutsch Group provides significant operational and leadership insight. Tom Sadusky, a Managing Director, contributes over 30 years of experience in private industry and public accounting, with expertise in M&A and financial operations. Emily Kochanowicz, also a Managing Director, offers strategic and financial expertise from her background in investment banking and corporate development at Deutsch Group. John Bagge, Vice President, focuses on sourcing and executing direct investments and expanding co-investment relationships, while Sebastien Labarre provides due diligence, market research, and financial analysis support.

LRMR Ventures is the single-family office of NBA legend LeBron James, established in 2006 in partnership with his longtime friend and business associate Maverick Carter. The firm serves as the strategic investment and brand management arm of LeBron James’ off-court empire, overseeing his business ventures, equity stakes, and media initiatives. Based in Akron, Ohio, with a presence in Los Angeles and New York, LRMR Ventures has been at the forefront of redefining the athlete-entrepreneur model. The company has executed landmark deals and investments in diverse sectors including sports, media, consumer products, wellness, and tech. Notable early investments include stakes in Beats by Dre (prior to its acquisition by Apple), Blaze Pizza, and Fenway Sports Group (owner of the Boston Red Sox and Liverpool FC). LRMR is also closely affiliated with The SpringHill Company, a media conglomerate founded by James and Carter that merges entertainment, storytelling, and brand partnerships. SpringHill has produced acclaimed content, including “Space Jam: A New Legacy” and the HBO series “The Shop.” The firm secured a major investment round in 2021, valuing the company at over $725 million. In addition to its media and investment activities, LRMR plays a pivotal role in managing LeBron’s brand portfolio and philanthropic ventures, including the I PROMISE School and the LeBron James Family Foundation. Through a combination of cultural capital, strategic vision, and long-term focus, LRMR Ventures exemplifies the evolution of athlete-led family offices into powerful and multifaceted business platforms.

ROCK Family Office, formerly known as Rock Ventures, is the family office established by Dan Gilbert to manage and integrate a vast portfolio of over 100 companies, investments, and initiatives. The firm operates with a "For More Than Profit" philosophy, prioritizing positive community impact alongside financial returns. Their diverse holdings span various sectors, including financial technology, real estate development, sports, entertainment, and philanthropy, with a strong focus on revitalizing and investing in their hometowns of Detroit and Cleveland.The origins of ROCK Family Office trace back to Dan Gilbert's founding of Rocket Mortgage in 1985. Building on the success of this venture, Gilbert launched Rock Ventures in 2007 as an umbrella entity to coordinate his expanding business interests. This strategic move allowed for new investments, mergers, acquisitions, and incubation of companies, all connected by the overarching vision of the Gilbert Family Office. In 2023, Rock Ventures rebranded to ROCK, further solidifying its identity as the central hub for the Gilbert family's extensive enterprise.The firm's notable investments and portfolio companies include industry leaders such as Rocket Mortgage, one of the largest mortgage lenders globally, and StockX, an innovative e-commerce platform for trading limited-edition goods. ROCK also holds significant interests in sports and entertainment, including the NBA's Cleveland Cavaliers, and has a substantial real estate portfolio through Bedrock, which has invested billions in redeveloping properties in Detroit and Cleveland. Through its various entities, ROCK Family Office actively engages in community development, startup incubation, and philanthropic endeavors, committing substantial capital and volunteer hours to initiatives focused on economic mobility, housing stability, and arts & culture.The team at ROCK Family Office leverages extensive expertise across a multitude of industries, reflecting the diverse nature of its portfolio. With a global team of over 20,000 members across its Family of Companies, the firm brings together professionals with backgrounds in finance, technology, real estate, sports management, and community development. This collective knowledge and experience enable ROCK to provide strategic guidance, foster innovation, and drive growth across its wide array of businesses and philanthropic initiatives, all while adhering to its core mission of creating a positive societal impact.

Rockefeller Capital Management is a leading independent financial advisory firm that provides a comprehensive suite of services to ultra- and high-net-worth individuals, families, institutions, and corporations. The firm operates through three primary divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. These divisions offer tailored solutions encompassing wealth management, strategic advisory, and asset management, aiming to preserve and grow client assets across generations.The firm, Rockefeller Capital Management, was established in 2018, building upon a rich legacy that dates back to 1882 with the founding of the original Rockefeller family office by John D. Rockefeller. This deep-rooted history provides a foundation of traditional family office values, which the firm integrates with a forward-looking approach to financial services. Greg Fleming serves as the President and CEO, and the firm's ownership includes Viking Global Investors, Mousse Partners, Progeny 3, Abrams Capital, the Rockefeller family, and the Desmarais Family.Rockefeller Capital Management engages in various investment activities, including providing general advisory services for companies such as GigaIO, ROXi, ETFMG, and Putnam Investments. The firm also makes investments in companies like LeapXpert, KOHO, CleanSpark, Equinox Gold Corp., Red Cat Holdings, ServiceTitan Inc., DRDGOLD Limited, and Avery Dennison Corporation. Rockefeller Asset Management, a division of the firm, has also launched ESG-driven investment funds and indices, demonstrating a commitment to environmental, social, and governance factors in its investment strategies.The firm prides itself on its experienced and talented team, which includes seasoned executives and a diverse group of managing directors. This leadership team is dedicated to client success, fostering a culture of collaboration and entrepreneurism to attract top talent. Their expertise spans across various financial disciplines, enabling the firm to deliver innovative solutions and strategic insights to its diverse client base.