Prospective Clients and Partners

Brokers

Broker Name Phone Country Email
Ramon Investment Co (852) 2376-0003, (852) 2375-9671 Hong Kong
RBC Investment Services (Asia) Limited (852) 2848-1388, (852) 2845-3267 Hong Kong sebastian.becerra@rbc.com
Realight Investment Ltd. (852) 2522-3233, (852) 2521-8220 Hong Kong
Realink Securities Ltd. (852) 2372-8800, (852) 3106-3980 Hong Kong cs@realink.com.hk
Residents Securities Ltd. (852) 2165-1200, (852) 2214-1033 Hong Kong
REXCAPITAL Securities Ltd. (852) 2532-0088, (852) 2532-0081 Hong Kong
Rich Pleasure Securities Ltd. (852) 2815-8898, (852) 2854-2968 Hong Kong
Ricofull Securities Ltd (852) 2851-6332, (852) 2851-0782 Hong Kong
Roctec Securities Company Limited (852) 2841-3300, (852) 2845-2168 Hong Kong info@roctec.com.hk, sales@roctec.com.hk
Roofer Securities Ltd. (852) 2610-2808, (852) 2810-9608 Hong Kong
Rosa Securities Co (852) 2525-4241, (852) 2525-2442 Hong Kong
RPS Investment Ltd. (852) 2522-2072, (852) 2810-5885 Hong Kong clare.thomas@rpsgroup.com
S.W. Woo & Co Ltd (852) 2526-0347, (852) 2877-2428 Hong Kong
Sanfull Securities Limited (852) 2853-2128, (852) 2545-3711 Hong Kong settlement@sanfull.com
SBI E2-Capital Brokerage Ltd. (852) 2533-9898, (852) 2533-9888 Hong Kong
SEG International Securities (H.K.) Ltd. (852) 2544-8286, (852) 2815-5932 Hong Kong
Selina & Co Ltd (852) 2526-0751, (852) 2845-1296 Hong Kong hello@selinajohnson.com
Sharegain Development Ltd (852) 2543-5365, (852) 2536-9066 Hong Kong info@sharegain.com
Shenyin Wanguo Securities (H.K.) Ltd (852) 2509-8333, (852) 2509-0018 Hong Kong
Shui Cheung Securities Limited (852) 2522-5740, (852) 2523-8953 Hong Kong
Shun Heng Securities Ltd. (852) 2836-0826, (852) 2836-0872 Hong Kong admin@shunheng.com
Shun Loong Securities Co Ltd (852) 2203-9888, (852) 2203-9696 Hong Kong info@shunloongsec.com
Sincere Securities Ltd. (852) 2973-9600, (852) 2530-5950 Hong Kong
Sino Grade Securities Ltd (852) 2653-7830, (852) 2650-3270 Hong Kong info@sino-gradesec.com
Sinomax Securities Ltd. (852) 3107-8118, (852) 3107-1810 Hong Kong ir@sinomax.com
SinoPac Securities (Asia) Ltd. (852) 2586-8288, (852) 2586-8384 Hong Kong cs.asia@sinopac.com
Siu Fai Securities Co Ltd (852) 2869-6133, (852) 2869-9650 Hong Kong
Siu On Stock Investment Co Ltd (852) 2545-0332, (852) 2854-0651 Hong Kong securities@siuon.com
SKN Securities Ltd. (852) 2524-5931, (852) 2845-3538 Hong Kong
Soen Tak Securities Co. Ltd. (852) 2522-1869, (852) 2840-1419 Hong Kong
Solid King Securities Ltd. (852) 3183-9683, (852) 3183-9601 Hong Kong
South China Securities Ltd (852) 2820-6333, (852) 2845-5765 Hong Kong
SPS Securities Ltd. (852) 2869-0638, (852) 2845-3445 Hong Kong girish.jajoo@spssharebrokers.com
Star Securities Ltd (852) 2850-5338, (852) 2850-5231 Hong Kong mail@starsecurity.com
Stephil Securities Ltd (852) 2522-8131, (852) 2526-8168 Hong Kong info@stephillassociates.com
Stockmartnet Financial Services Ltd. (852) 2923-8123, (852) 2865-3888 Hong Kong
Stockwell Securities Ltd (852) 2313-5109, (852) 2721-5955 Hong Kong
Sun Growth Securities Ltd (852) 2525-5388, (852) 2525-9866 Hong Kong
Sun Hung Kai Investment Services Ltd (852) 2822-5678, (852) 2822-5664 Hong Kong
Sun On Tat Securities Co. Ltd. (852) 2523-2881, (852) 2523-5069 Hong Kong
Sunny World Investment Ltd. (852) 2537-6680, (852) 2537-6766 Hong Kong info@sunnyworldcorp.com
T G Securities Ltd. (852) 2869-8870, (852) 2540-9399 Hong Kong contact@tgshk.com
T.W. Sabnani Securities Ltd. (852) 2805-1536, (852) 2517-3166 Hong Kong
TA Securities (HK) Ltd (852) 2521-9200, (852) 2840-1601 Hong Kong kl@ta.com.my
Tai Cheng Securities (852) 2525-8081, (852) 2845-0200 Hong Kong tcpl@taicheung.com
Tai Fook Securities Co Ltd (852) 2848-4333, (852) 2845-0537 Hong Kong
Tai Fung Securities Limited (852) 2545-6518, (852) 2854-1996 Hong Kong ericleung@taifungsecurities.com
Tai Ning Stock Co Ltd (852) 2541-3213, (852) 2893-4477 Hong Kong
Tai Shing Stock Investment Co (852) 2473-3248, (852) 2479-5336 Hong Kong info@taishinghk.com
Tai Tak Securities (Asia) Limited (852) 2521-8086, (852) 2521-8196 Hong Kong customer.service@taitakasia.com
Tai Yip Stock Co Ltd (852) 2542-1322, (852) 2541-0428 Hong Kong info@taiyip.hk
Taifair Securities ltd (852) 2526-5991, (852) 2840-0691 Hong Kong
Taiwan Concord Capital Securities (HK) Ltd (852) 3405-7388, (852) 2573-4785 Hong Kong service@6016.com
Taiwan Securities (HK) Co Ltd (852) 2840-1238, (852) 2840-0487 Hong Kong bhsu@mail.twsa.org.tw
Tak Fung Shares Investment Co. Ltd. (852) 2544-7873, (852) 2545-1209 Hong Kong
Tang Kee Securities Ltd. (852) 2524-1828, (852) 2523-6974 Hong Kong
Tang Ping Kong Ltd. (852) 2523-3188, (852) 2525-7317 Hong Kong
Tanrich Securities Co. Ltd. (852) 2542-4338, (852) 2544-1859 Hong Kong cs@tanrich.com
Tarzan Stock & Shares Ltd (852) 2815-7663, (852) 2815-3936 Hong Kong tarzan@infocenter.com.hk
Tat Lee Securities Co Ltd (852) 3123-9399, (852) 2770-9291 Hong Kong info@tatlee.com
Tat Ming Hong Securities Co Ltd (852) 2521-1341, (852) 2845-2088 Hong Kong
Thing On Securities Ltd (852) 2290-0200, (852) 2845-2013 Hong Kong
Thomas Securities Co Ltd (852) 2836-9898, (852) 2572-2790 Hong Kong
Tiffit Securities (Hong Kong) Ltd. (852) 2805-1755, (852) 2850-5777 Hong Kong
Timber Hill Securities Hong Kong Ltd (852) 2156-7979, (852) 2509-4102 Hong Kong
Times Securities Co Ltd (852) 2840-1898, (852) 2596-0395 Hong Kong cs@ctimes.hk
TIS Securities (HK) Ltd. (852) 2973-0989, (852) 2501-5637 Hong Kong
TISCO Securities Hong Kong Ltd (852) 2868-9023, (852) 2868-9221 Hong Kong ContactCenter@tisco.co.th
Tokai Tokyo Securities (Asia) Ltd. (852) 2810-0822, (852) 2810-0394 Hong Kong richard_drain@tokaitokyo.co.uk
Topmore Securities Ltd. (852) 2586-1318, (852) 2586-1310 Hong Kong
Town Hang Securities Co Ltd (852) 2541-0068, (852) 2545-0467 Hong Kong
Toyo Securities Asia Ltd. (852) 2591-6030, (852) 2834-4221 Hong Kong
Transpacific Securities Ltd (852) 2522-9166, (852) 2526-7423 Hong Kong
Treasure Securities Ltd. (852) 2151-9797, (852) 2151-9397 Hong Kong
Troopers Securities Ltd. (852) 2548-6113, (852) 2858-2654 Hong Kong
Trustful Securities Ltd. (852) 2838-6363, (852) 2574-5955 Hong Kong
Truth Securities Ltd. (852) 2545-4888, (852) 2541-8722 Hong Kong
Tsun Chi Yuen Securities Co. Ltd. (852) 2545-6131, (852) 2850-4046 Hong Kong
Tung Tai Securities Co Ltd (852) 2525-6795, (852) 2845-0473 Hong Kong john@tungtai.com
Tung Tak Securities (H.K.) Co Ltd (852) 2390-0942, (852) 2854-1817 Hong Kong
Tung Wui Securities Co., Ltd (852) 2526-5561, (852) 2868-5214 Hong Kong
UBS Securities Hong Kong Ltd. (852) 2971-8888, (852) 2868-1510 Hong Kong comments@ubs.com
UFJ Tsubasa Securities Asia Ltd. (852) 2533-4300, (852) 2524-9765 Hong Kong
Unicorn Securities Co Ltd (852) 2541-5961, (852) 2541-6222 Hong Kong info@unicornsecurity.com
Uni-Crown Investment Ltd. (852) 2854-3530, (852) 2542-2178 Hong Kong elizabeth@crown.com
United World Online Ltd. (852) 2810-5448, (852) 2877-6950 Hong Kong
UOB Kay Hian (Hong Kong) Ltd. (852) 2521-8787, (852) 2521-2066 Hong Kong clientservices@uobkayhian.com.hk
Upbest Securities Co. Ltd (852) 2545-3298, (852) 2545-9279 Hong Kong info@upbest.com
VC Brokerage Ltd. (852) 2913-6328, (852) 2525-5281 Hong Kong ebill@vcgroup.com.hk
Vermont Securities Co Ltd (852) 2528-6880, (852) 2143-6853 Hong Kong dfr.securitiesinfo@vermont.gov
Victorfield Securities Ltd. (852) 2970-0082, (852) 2537-3477 Hong Kong
Victory Enterprises (Investment) Ltd (852) 2526-5063, (852) 2525-8575 Hong Kong info@victoryenterprises.com
Victory Securities Co Ltd (852) 2523-2717, (852) 2810-7616 Hong Kong
Wader Securities Co. Ltd. (852) 2524-6778, (852) 2810-9017 Hong Kong
Wah Sang Securities Ltd. (852) 2545-3654, (852) 2543-6657 Hong Kong
Wah Thai Securities Ltd. (852) 2545-6882, (852) 2541-0537 Hong Kong
Wai Man Stock & Shares Co (852) 2361-1715, (852) 2708-9281 Hong Kong
Walco Securities Ltd (852) 2520-0450, (852) 2527-6829 Hong Kong
Wellfull Securities Co Ltd (852) 2721-0395, (852) 2724-3173 Hong Kong wellsec@netvigator.com
Whole Win Securities Ltd (852) 2541-0228, (852) 2545-9857 Hong Kong
Wilby Securities Ltd. (852) 2543-5837, (852) 2542-1597 Hong Kong
Williams Securities Ltd. (852) 2877-0980 Hong Kong
Win Wong Securities Ltd. (852) 2851-8688, (852) 2543-6835 Hong Kong
Winfaith Securities Ltd (852) 2545-3111, (852) 2542-3383 Hong Kong
Winfield Securities Ltd (852) 2523-2191, (852) 2525-3401 Hong Kong wsc@winfieldsecurity.com
Winfull Securities Ltd (852) 2525-7361, (852) 2868-5444 Hong Kong inquiry@winfullgroup.hk
Wing Fat Securities Ltd (852) 2544-3743, (852) 2545-8110 Hong Kong
Wing Hang Shares Brokerage Co Ltd (852) 2852-5484, (852) 2815-8287 Hong Kong enquiry_hk@ocbcwh.com
Wing Lung Securities Ltd (852) 2543-3599, (852) 2544-2289 Hong Kong securities@cmbwinglungbank.com
Wing On Cheong Securities Co Ltd (852) 2543-0303, (852) 2581-4805 Hong Kong
Wing On Securities Co (852) 2544-8075, (852) 2545-8143 Hong Kong
Wing Sang Securities Co. Ltd. (852) 2524-5878, (852) 2523-7881 Hong Kong wsc@wscltd.com.hk
Wing Tak Securities Ltd. (852) 2547-5131, (852) 2559-2450 Hong Kong
Wing Yip Co. Ltd. (852) 2521-0695, (852) 2845-7210 Hong Kong enquiries@wingyipstore.co.uk
Winsome Stock Co (852) 2549-7576, (852) 2825-2554 Hong Kong
Wintakly Securities Co. Ltd. (852) 2921-6388, (852) 2851-7973 Hong Kong
Wintech Securities Ltd. (852) 3402-2388, (852) 2861-2277 Hong Kong info@wintec.ac.nz
Wintone Securities Ltd. (852) 2110-8778, (852) 2110-9478 Hong Kong csdept@wintone.com.hk
Wo Fung Securities Co Ltd (852) 2542-1128, (852) 2541-3535 Hong Kong wofungco@netvigator.com
Wocom Securities Ltd (852) 2853-0111, (852) 2854-3822 Hong Kong
World Win Development Ltd. (852) 2525-6480, (852) 2526-2614 Hong Kong
Worldtop Securities Ltd. (852) 2385-4923, (852) 2770-5062 Hong Kong
WorldWide Brokerage Limited (852) 2851-7822, (852) 2805-1805 Hong Kong info@worldwide.hk
Yan Yan Investment Ltd (852) 2541-8611, (852) 2544-9959 Hong Kong
Yardley Securities Ltd (852) 2810-8068, (852) 2868-5076 Hong Kong operations@yardley8200.com.hk
Yee Fat Securities Co Ltd (852) 2522-2211, (852) 2522-7398 Hong Kong
YF Securities Co. Ltd. (852) 2312-8800, (852) 2571-8446 Hong Kong
Yick Fung Securities & Investment (852) 2524-9366, (852) 2868-1847 Hong Kong
Yicko Securities Ltd (852) 2544-1055, (852) 2544-4361 Hong Kong cbl@yicko.com
Yim Cheong Share Broking And Investment Co. Ltd. (852) 2543-4628, (852) 2543-4788 Hong Kong
Ying Wah Securities Co. Ltd. (852) 2219-8866, (852) 2219-8877 Hong Kong
Young Champion Securities Ltd. (852) 2587-8000, (852) 2587-8001 Hong Kong
Yu On Securities Co Ltd (852) 2543-3251, (852) 2541-4185 Hong Kong
Yue Xiu Securities Co Ltd (852) 2511-9913, (852) 2511-9221 Hong Kong yxe@yuexiu.com.hk
Ban Hin Securities Co. Ltd. (852) 2524-8989, (852) 2596-0677 Hong Kong
BNP PARIBAS SECURITIES INDONESIA   Indonesia sales.service@bnpparibas-ip.co.id
SCHRODER INVESTMENT MANAGEMENT (SINGAPORE) LTD 65353411, 65356612 Singapore investorservices@schroders.com

Investors

Name Position Emails Phones Company InvestorType
Cathleen Parsons-Nikolic Associate Vice President for Development Operations cathleen.parsons-nikolic@villanova.edu 610-519-7973 Villanova University Endowments
Sue Ann Messmer Chief of Staff, Office of the President and Vice President for U samessme@vcu.edu (804) 828-1200 Virginia Commonwealth University Endowments
Meade King Assistant Headmaster for Development mking@ves.org 434-385-3708 Virginia Episcopal School Endowments
Anne Marshal Director of Developmen marshall@vims.edu 804-684-7107 Virginia Institute of Marine Science (VIMS) Endowments
Warren J. Bryan Vice President Major Gifts bbryan@vmiaa.org (540) 464-7287 Virginia Military Institute (VMI) Endowments
Nancy Jones Director of Development nljones@vsu.edu (804) 524-5976 Virginia State University Endowments
Joseph R. Klen Director of Annual Giving Assistant Director of Development for klenj@wabash.edu 765-361-6052 Wabash College Endowments
Myra Garcia Vice President for Institutional Advancement Myra.Garcia@Wagner.Edu (718) 390- 3225 Wagner College Endowments
Charlotte Adair Advancement & Planned Giving Officer cadair@wea.org   Wahshburn Endowment Association Endowments
Kevin P. Cox Director of Media Relations coxkp@wfu.edu 3367585237 Wake Forest University Endowments
Crenshaw, Karen Director of Development and Planned Giving kcrenshaw@RemoveThisPart.washjeff.edu 724-223-6502 Washington & Jefferson College (W&J) Endowments
Buddy Atkins Director of Donor Relations batkins@wlu.edu (540) 458-8415 Washington and Lee University Endowments
Lisa Siddens Senior Executive Assistant to the Provost & the Executive Vice C lisa.siddens@wustl.edu (314) 935-3000 Washington University in St. Louis Endowments
Jackson, Trent Vice President of Development tjackson@wayland.org (920) 885-3373 ext. 265 Wayland Academy Endowments
Jana Stoyanovich Director of Annual Giving jstoyanovich@wayne.edu (313) 577-2168 Wayne State University Endowments
Carol McLaughlin Development Associate cmclaughlin@webb-institute.edu 516.759.2040 ext. 126 Webb Institute Endowments
Kimball, Paul Endowment Accountant pkimball@wellesley.edu (781) 283-2249 Wellesley College Endowments
Brenda C. Sanchez Vice President for Institutional Advancement crossb@wit.edu 617-989-4331 Wentworth Institute of Technology Endowments
Debbie Jones Smith Vice President for Institutional Advancement dsmith@wesleyancollege.edu (478) 757-5187 Wesleyan College Endowments
Ann W. Goodwin ’79 Associate Vice President for University Relations agoodwin@wesleyan.edu (860) 685-2544 Wesleyan University Endowments
Mark Pavlovich Vice President for Advancement mpavlovich@wcupa.edu (610) 436-3303 West Chester University of Pennsylvania (WCUPA) Endowments
James P. Clements President presidentsoffice@mail.wvu.edu 304-293-5531 West Virginia University (WVU) Endowments
Clifton Metcalf Vice Chancellor for Advancement and External Affairs cmetcalf@email.wcu.edu 828-227-3044 Western Carolina University (WCU) Endowments
Brad Bainter Director of University Development & Planned Giving Executive Of BL-Bainter@wiu.edu 309/298-1861 Western Illinois University Foundation Endowments
John Paul Blair Director of Major Gifts jp.blair@wku.edu (270) 745-3399 Western Kentucky University (WKU) Endowments
Suzanne Beals Director of Annual Fund suzanne.beals@wmich.edu (269) 387-8718 Western Michigan University (WMU) Endowments
Scott Berg Director of Major Gifts and Planned Giving sberg@wnec.edu 413-796-2116 Western New England College (WNEC) Endowments
Christopher Burner Head of School burnerc@wra.net 3306509705 Western Reserve Academy Endowments
Betty Krejci Director of Development and Gift Planning betty.krejci@wwu.edu 360-650-2562 Western Washington University Endowments
Gloria C. Cagigas Vice President for Institutional Advancement cagigagc@westminster.edu (724) 946-7368 Westminster College (Pennsylvania) Endowments
Kaye Stackpole Director of Planned Gifts kstackpole@westminstercollege.edu 8018322735 Westminster College of South Lake City Endowments
Scott Stevens Director of Development sstevens@westminster-school.org (860) 408-3002 Westminster School Endowments
David McCurry Senior Development Director/Major Gifts dmccurry@westmont.edu 8055657034 Westmont College Endowments
Kristin Martinkovic White Director of Annual Fund kwhite@westoverschool.org 203-577-4513 Westover School Endowments
Fran Lieberman Advancement Administrative Assistant fran.lieberman@westtown.edu 610-399-7910 Westtown School Endowments
Brian Gardner Director of Development Brian.J.Gardner@wheaton.edu (630) 752-5000 Wheaton College (Illinois) Endowments
Diane Robbins Director of the Wheaton Fund drobbins@wheatoncollege.edu 286-3568 Wheaton College (Massachusetts) Endowments
Linda A. Welter Vice President for Institutional Advancement lwelter@wheelock.edu 617-879-2233 Wheelock College Endowments
Brenda Sanchez Annual Fund Officer sanchebm@whitman.edu (509) 527-5943 Whitman College Endowments
Ana Gutierrez Associate Director agutierr@whittier.edu (562) 907-4275 Whittier College Endowments
Stacey Smith Associate Vice President of Institutional Advancement skammsmith@whitworth.edu 5097774388 Whitworth University Endowments
Michael Lamb Vice President for Planned Giving and Development Services Mike.Lamb@wichita.edu (316) 978-3804 Wichita State University Endowments
Cecilia M. McCormick, Esquire Executive Director, Office of the President cmmcormick@widener.edu 610-499-4103 Widener University Endowments
Mr. Michael J. Wood Development VP mike.wood@wilkes.edu 570-408-4305 Wilkes University Endowments
Joe Womack V.P. for Advancement advancement@jessup.edu (916) 577-2200 William Jessup University Endowments
Scott W. Wise Vice President for Investments and Treasurer invest@rice.edu (713) 348-6065 William Marsh Rice University Endowments
William J. Lenhart Provost and Treasurer lenhart@cs.williams.edu 413-597-2371 Williams College Endowments
Kathie Berard Senior Gift Officer kberard@wilson.edu 717-264-4141 ext. 3188 Wilson College Endowments
Mike Swenson Director of Alumni Relations mswenson@winona.edu 507-457-2773 Winona State University Endowments
LaMonica Singleton President singletona@wssu.edu 336-750-3245 Winston-Salem State University Endowments
Peggy Morris Administrative Specialist morrism@winthrop.edu (803) 323-2150 Winthrop University Endowments
Merlyn Kruse vice president for institutional advancement merlyn.kruse@wlc.edu (414) 443-8831 Wisconsin Lutheran College Endowments
Pat Athy Coordinator, Major & Planned Giving pathy@wittenberg.edu (937) 327-7406 Wittenberg University Endowments
Mr. Edwin H. Story Associate Vice President and Director of Development storyeh@wofford.edu 864-597-4205 Wofford College Endowments
Mary Coleman Director of Donor Relations mary_coleman@woodberry.org (540) 661-4037 Woodberry Forest School Endowments
Terry Schmidt Adams Director of Corporate Relations tadams@wpi.edu 1-508-831-5198 Worcester Polytechnic Institute (WPI) Endowments
Thomas McNamara Vice President of Institutional Advancement tmcnamara@worcester.edu 508-929-8096 Worcester State College Endowments
Robert S. Copeland Associate Vice President for Advancement robert.copeland@wright.edu (937) 775-2972 Wright State University Endowments
John H. Shafer ?71 Vice President of Advancement jshafer@wyomingseminary.org (570) 270-2140 Wyoming Seminary Upper School Endowments
Dan Cloran Director, Annual Fund, Executive Director for All For One cloran@xavier.edu 513-745-1031 Xavier University (Ohio) Endowments
Agnes Siniscalchi Treasury Manager agnes.siniscalchi@yale.edu 432-4474 Yale University Endowments
Jonathan Macey Chair in Strategic Management jonathan.macey@yale.edu (203) 432-7193. Yale University Endowments
Karl Kunz, MBA Executive Director of Financial Services Kunz@yu.edu 212 960-0859 Yeshiva University Endowments
Shirley Freek Chief Development Officer sfreek@yorkfoundation.yorku.ca (416) 650-8206 York University Endowments
Paul McFadden Chief Development Officer paulmacnetmail@netscape.net 3309412754 Youngstown State University Endowments
John J Lee   jlee@sen.state.nv.us 2123321861 1861 Capital Management LLC Family Offices
Aksel Azrac Senior Partner, in charge of the Family Office info@1875.ch 41 (0)22 595 18 75 1875 Finance SA Family Offices
Roey Diefendorf   Roey@DiefendorfCapital.com 5167593900 3D Wealth Family Office Family Offices
Mirko Visco Analyst   +41 22 5950300 A Generation ALFA S.A. Wealth & FamilY Office Services Family Offices
Eric W Linsley     19199983300 A.M. Pappas Family Partnership Family Offices
Charles Flowers   charles@abacusplanninggroup.com 18039330054 Abacus Planning Group Family Offices
Tom O’Connor   tom@abacuswealth.com (310) 566-1888 Abacus Wealth Partners, LLC Family Offices
Jim Abdo President / CEO jim@abdo.com (202) 265 9393 ABDO Corporation Family Offices
Stephen P. Abdo   steve@abdocorp.com (949) 683-2622 Abdo Family Office Family Offices
Helges Rokenes, CIO   hrokenes@abhcapital.com (713) 430-3093 ABH Capital Management Family Offices
Richard Abrams Principal richard.abrams@ubs.com 212-370-7601 Abrams Group Family Offices
Jay Compson Principal & Founder jcompson@absoluteadvisers.com (781) 740-1904, Ext 201 Absolute Investment Advisers LLC Family Offices
Meloni M. Hallock Chief Executive Officer mhallock@acaciawealth.com 310.246.0570 Acacia Wealth Advisors Family Offices
Erik Edstrom   erik@accessfinsvcs.com (952) 885-2700 Access Financial Services Family Offices
Tony Christensen Managing Director tony.christensen@accesswm.com 502.292.5500 ACCESS Wealth Management Family Offices
Matthew Bronfman   mbronfman@acicapital.com 12126343343 ACI Capital Family Offices
Christopher Ackerley     12066242888 Ackerley Partners Family Offices
Duane W Acklie   dacklie@cretecarrier.com 14024759521 Acklie Companies Family Offices
Karim Shalak, Sr. Analyst   funds@acropolis-capital.com (44) 20 7493-5975 Acropolis Capital Partners Limited Family Offices
Christopher B Lissner   cl@acrinv.com 16364494900 Acropolis Investment Management Family Offices
George E Aker     17028981102 Adagio Trust Company Family Offices
Richard Lockhart Director richard.lockhart@adambank.com 0131 225 8484 Adam & Company Family Offices
Stuart Adam   adam@adampts.com 12126721674 Adam & Partners LLC Family Offices
Donald Adam, Managing Director     (979) 776-1111 Adam Private Family Office Family Offices
Mel Adams Chief Executive Officer madams@abtbank.com 308.284.8400 Adams Bank and Trust Family Offices
Jana Shoulders Founder and Chief Executive Officer   (918)665-2446 Adams Hall Asset Management Family Offices
Trey Cooper   Invest@AdamsHall.com (918) 665-2446 Adams Hall Investment Management Family Offices
Gregory Fetters   gregory@adkfamilybusiness.com 18002545567 Adirondack Family Business Consultants Family Offices
Rod Garrett Chief Financial Officer rod@adkfamilybusiness.com 1-800-254-5567 Adirondack Family Business Consultants, Inc. Family Offices
Delores Kesler   delores@ats-services.com 19049967082 Adium LLC Family Offices
Gerald Rauenhorst     19739929494 Adler Management Family Office Family Offices
Thomas J Handler     13126412100 Advanced Planning & Family Office Group Family Offices
Lewis Schiff   lewis.schiff@advancedplanning.org 18886199407 Advanced Planning Group Family Offices
Terry D. Shaw Chief Financial Officer and Senior Vice President Terry.shaw@ahss.org 407-647-4400 Adventist Health System Family Offices
Jim Blachman     14154779977 Advisor Partners LLC Family Offices
Paul A. Meloan Managing Director pmeloan@aegiswealth.com 240.482.2560 Aegis Wealth Management, LLC Family Offices
John V Benvenuto   john.benvenuto@amg.com 16177473331 Affiliated Managers Group Family Offices
Claude Garnier Chief Financial Officer aforge@aforge.com 033 1 53 81 71 20 Aforge Family Office Family Offices
Pat Garboden     14178314776 AG Financial Wealth Solutions LLC Family Offices
Jan Lang President and CEO   358 10 8880 Ahlstrom Family Office Family Offices
Kristen O’Connor, CFO   info@theahmansonfoundation.org 310.278.0770 Ahmanson Foundation Family Offices
Leonard Ainsworth, Managing Director     (61) 02 9739 8000 Ainsworth Private Family Office Family Offices
Dort Cameron III   dort@airliegroup.com 12036616200 Airlie Family Office Family Offices
Paul L Heffner Partner and Portfolio Manager pheffner@ajiapartners.com 852 2905 9007 Ajia Partners (Hong Kong) Ltd. Family Offices
Julie Robinson   jrobinson@wealthadvisors.com (503) 620-5329 AKT Wealth Advisors LLC Family Offices
Amy Barber Director of SEC Compliance / Retirement Plan Consultant – Lake O   503.716.9230 AKT Wealth Advisors LP Family Offices
Andre Kistler Managing Partner   41 44 224 60 34 Albin Kistler AG Family Offices
John Bird   jbird@albionfinancial.com 18014873700 Albion Financial Group Family Offices
Mark Arnold   marnold@albioninvestors.com 18042820785 Albion Investors Family Offices
Richard Zack/ Shaun Gee Managing Director gee@alchemyalternatives.com (650) 802-0800 Alchemy Ventures, Inc Family Offices
Roger Begault Managing Director info@alena.be 02 – 660.00.50 ALENA SA/NV Family Offices
Timothy J. Tindall Chief Investment Officer ttindall@alescoadvisors.com 585.586.0970 Alesco Advisors LLC Family Offices
Francesco Aletti Montano Chairman info@alettimontano.it +39 02 7641341 Aletti Montano & Co. Family Office Family Offices
Gary W. Schlaffer Investment Manager info@alexrand.com 703-734-1507 Alexander Randolph, Inc. Family Offices
Michelle M Smith Manager msmith@alexjamesco.com 212 551 8978 Alexandra & James Co. Family Offices
Michael Beblo   mbeblo@nemours.org 19042324141 Alfred I Dupont Testamentary Trust Family Offices
Joseph Bohrer, Investment Director   bohrer@sloan.org 212.649.1649 Alfred P. Sloan Foundation Family Offices
John Brady   john.brady@alfredstreetpartners.com 17036840690 Alfred Street Partners LLC Family Offices
Clay Jennings, Managing Director   cjennings@algonquinadvisors.com (203) 629-2114 Algonquin Advisors Family Offices
George T. Hubbard Managing Partner ghubbard@algonquinadvisors.com 203.629.2114 Algonquin Advisors LLC Family Offices
Burt Alimansky   balimansky@alimansky.com 12128327300 Alimansky Capital Group Family Offices
Nasser Al-Kharafi, Managing Director   kaksteel@qualitynet.net (965) 484-5100 Al-Kharafi Family Office Family Offices
Cameron Rash Financial Adviser crash@alkimia.com.au 61.3 9813 4500 Alkimia Financial Pty Ltd Family Offices
Valerie Witoshkin, Managing Director   valerie@alkimia.com (212) 252-9230 Alkimia Group Family Offices
Brandon Haynes Principal Bhaynes@alleghenyfinancial.com 412.367.3880 Allegheny Financial Group Family Offices
Gunjan Banati   gbanati@alleghenyfinancial.com (412) 536-8037 Allegheny Investments Family Offices
Steve Schoen     13104749801 Allied Consulting Group Family Offices
Scott Allyn     18005356663 Allyn Family Holdings Family Offices
Wolfgang Erlebach, Managing Director   info@alpha-fo.de 011 49 69 4272 9510 Alpha Family Office GmbH Family Offices
Clark M. Blackman II Founder, President and CEO clark@alphawealthstrategies.com 281.360.6671 Alpha Wealth Strategies Family Offices
Sanjay Muralidhar Chief Executive Officer, Co-CIO and Chief Compliance Officer spmuralidhar@alphaengine.net 972 608 9919 AlphaEngine Global Investment Solutions, Llc Family Offices
Orest Hrabowych Director – Alternative Asset Principal orest.hrabowych@altaadvisers.co.uk 44.20 7590 5010 Alta Advisers Limited Family Offices
Magnus French, Managing Director/ Hannah Tipple   hannah.tipple@altaadvisers.co.uk (44) 20 7590 5033 Alta Advisors Limited Family Offices
Dick Riley President   312-544-8501 Alta Capital Advisors, LLC Family Offices
Scott Olle   scottolle@altacimaadvisors.com 19703734474 Alta Cima Advisors LLC Family Offices
Bob Albietz, Managing Director   bobalbietz@aol.com (916) 296-2349 Alta Oaks Family Office Family Offices
Garrett Gruener   ggruener@altapartners.com 14153624022 Alta Partners Family Offices
Richard Black   rblack@altairadvisers.com 13124293013 Altair Advisers LLC Family Offices
Richard Karpe Director of Investments   (+91) 22 61433600 Altamount Capital Management Pvt. Ltd. Family Offices
L. Daniel Akers, Jr. Managing Principal dakers@altavistawealth.com 866-684-2600 Altavista Wealth Management Inc. Family Offices
Andy Toups, Managing Director     (713) 572-7656 x2560 Altazano Management LLC Family Offices
Lee J Styslinger III   lee.styslinger@altec.com 12053238751 Altec Inc – Holdings Family Offices
Jon Sundt President and CEO jsundt@altegris.com 858-459-7040 Altegris Investments, Inc. Family Offices
Andrew Baker Chief Executive Officer member@caia.org 44 (0) 20 7822 8380 Alternative Investment Management Family Offices
    mail@altusinvestment.com 44.0.20.7183.1200 Altus Investment Management Ltd Family Offices
Thomas Raber Managing Director info@alvinecapital.com 44 (0)20 7016 4400 Alvine Capital Family Offices
Warner K Babcock Chairman and CEO wkb@aminet.com (203) 972-5095 AM Private Investments Family Offices
Thomas J. Rogers President and Chief Executive Officer trogers@ammfinancial.com 585-248-0050 AM&M Financial Services, Inc. Family Offices
Elizabeth L Mathieu     12036616616 AMA-Eagle LLC Family Offices
Cedric Zufferey, Managing Driector     011 41 22 360 9300 Ambrosetti Family Office SA Family Offices
Lars Pace   lars.pace@ambeacon.com (817) 967-3509 American Beacon Advisors, Inc Family Offices
Michael Whittemore   mwhittemore@aepg.com (908) 757-5600 American Economic Planning Group, Inc. Family Offices
Elizabeth R Varet   evaret@american-securities.com 12124768000 American Securities LP Family Offices
Chris Jacoby   crjacoby@amgnational.com 303 694 2190 AMG National Trust Family Offices
Evan Snapper Principal evan.snapper@anchin.com 212-840-3456 Anchin, Block & Anchin LLP Family Offices
Alen Li   info@awm168.com (626) 810-2885 Anchor Wealth Management Family Offices
Greg Cook   gcook@AnchorWealthMgt.com (888) 343-3439 Anchor Wealth Management, LLC Family Offices
Scott Richland   srichland@andellinc.com 13109544880 Andell Holdings, LLC Family Offices
Gerhard R Andlinger Founder/Chairman gandlinger@andlinger.net 914-332-4900 Andlinger Family Office Family Offices
Charles G. Hannigan   charlie@andorcap.com 203-588-2245 Andor Capital Management Family Offices
Abdrew Abraham, Managing Director   A.Abraham@AngusJackson.com 954.608.6774 Andrew Abraham Family Offices
John E Hull, Managing Director   john.hull@mellon.org 12128388400 Andrew W. Mellon Foundation Family Offices
Alan D Solomont   info@hcangels.com 16176300777 Angel Healthcare Investors LLC Family Offices
August A Busch III     18003425283 Anheuser-Busch Family Holdings Family Offices
Doug Weber, CFO   dweber@aaacf.org 734.663.0401 Ann Arbor Area Community Foundation Family Offices
Leonore Annenberg     16103419066 Annenberg Family Foundation Family Offices
Stefan Strein, Director/ Brian Morales   sstrein@aecf.org 410.547.6600/ 410.223.2963 Annie E. Casey Foundation Family Offices
Rick Fogg   rfogg@anodosgroup.com 18058991246 Anodos Investment Group Family Offices
Daniel Vock, Advisor Director daniel.vock@aaa-net.com (41) 43 888-7700 Anova Management Family Offices
Sue Anschutz-Rodgers, Pres.   info@anschutzfamilyfoundation.org 303.293.2338 Anschutz Family Foundation Family Offices
David Seidel, Investment Officer   dseidel@antaeus-ent.com (212) 370-1144 x209 Antaeus Enterprises Family Offices
Robert Anthony Founder info@antco.com +33 (0)1 53 43 01 01 Anthony & Cie Family Offices
Ken Borecki   ken@apacslp.com (203) 662-1232 APACS, LP (Greenbaum and Orecchio) Family Offices
Patrick Geddes   pgeddes@aperiogroup.com 14153394300 Aperio Group Family Offices
Peter A Maher   pmaher@apogee360.com 14044197110 Apogee Family Office LLC Family Offices
Kathleen M Burge   kburge@appletonpartners.com 18003380745 Appleton Partners Family Offices
George Davitt   george.davitt@aragaincapital.com (617) 531-4790 Aragain Capital LLC Family Offices
Joshua D Rogers   joshua.rogers@aretewealth.com 18472777238 Arete Wealth Advisors Family Offices
Jerome Jacobs   jjacobs@argentwm.com (781) 894-1117 Argent Wealth Management Family Offices
Bob Marbut   bmarbut@argylesecurity.com 12122452700 Argyle Security Family Offices
Philip Alan Jackson / Dana Evans   pjackson@astate.edu 870.972.2972 Arkansas State University Foundation Family Offices
James E. Fisher President and Founder management@arlan.com 41 (0)22 807 37 00 Arlan SA Family Offices
Justin Worthington, Analyst   jworthington@arlingtonpartners.com 205.488.4334 Arlington Partners Family Offices
Richard A. Anderson Arlon Asset Management richard.anderson@arlongroup.com (212) 207-5200 Arlon Group, LLC Family Offices
Peter Stauffer, Investment Mgr.   office@armada.com (41) 44 914-9013 Armada Investment Group Family Offices
Walt Sheffield Financial Adviser wsheffield@armorinvestmentadvisors.com 919-571-4382 Armor Investment Advisors LLC Family Offices
Alexandra Armstrong Chairman aarmstrong@afmfa.com 202-887-8135 Armstrong, Fleming & Moore, Inc. Family Offices
Tony Arnerich Chief Executive Officer and Chief Investment Officer tonya@am-a.com 503.239.0475 Arnerich Massena and Associates, Inc. Family Offices
Kathlene Williams, Assistant   k.williams@beckman-foundation.com 949.721.2222 Arnold & Mabel Beckman Foundation Family Offices
Michael Ning Chairman and CEO mning@arquecapital.com 602 971 9000 X109 Arque Capital Family Offices
Clayton Press     16462565050 ArsPrudentiae Family Offices
Arthur M. Blank Founder grantinquiries@ambfo.com. 404.367.2100 Arthur M. Blank Family Office Family Offices
Charles B. Grace, Jr. Chairman and Chief Executive Officer charlie@ashbridge.com 215-568-6610 Ashbridge Investment Management, LLC Family Offices
David Freeman   dfreeman@ashfield.com 14153914747 Ashfield & Company Family Offices
Terry Hartigan   thartigan@ashwoodadvisors.com (770) 393-6329 Ashwood Advisors, LLC Family Offices
David Bork   bork@davidbork.com 19709278555 Aspen Family Office Family Offices
Richard Palmer, Analyst   rpalmer@aspiriant.com 310.806.4000 Aspiriant Family Offices
Christopher Asplundh     12157844200 Asplundh Holdings Family Offices
Daniel C Tarlas   dtarlas@acgnet.com 13148624848 Asset Consulting Group Family Offices
Dale Rice Executive Director drice@amckc.com 913.432.5358 Assured Management Company Family Offices
Alessandro Fabiani General Manager   +41 91 261 11 01 Aston Bank Family Offices
Natasha Pearl Chief Executive Officer advisor@astonpearl.com 212-289-6700 Aston Pearl Family Offices
Francois Bueche Chief Executive Office | Partner info@atag-pcs.ch 41 61 564 65 65 ATAG Allgemeine Treuhand AG Family Offices
Robert G Aaron   raaron@atapco.com 14103477180 ATAPCO Family Office Family Offices
David Lynch   dlynch@athenacapital.com (781) 274-9300 Athena Capital Advisors, LLC Family Offices
Steven B Fader     14106026020 Atlantic Capital Group Family Office Management Family Offices
Marc Keller   mkeller@atlantictrust.com 12122593800 Atlantic Trust Private Wealth Management Family Offices
James E Manley   jmanley@apcap.com 12038629182 Atlantic-Pacific Capital Family Offices
Valerie Welch   vwelch@atlasbrown.com 15022712900/ 502.271.2907 Atlas Brown Family Office Family Offices
Andrew Mason Managing Director amason@atmcap.com 212.682.6830 ATM Capital Family Offices
Urs Bamert Managing Director bamert@atrium-office.ch 41 41 725 42 48 Atrium Family Office AG Family Offices
Michele Carle   carle@auda.net (212) 863-2300 Auda Advisor Associates Family Offices
Alan Au, Managing Director   aa@aufin.com (44) 20 7221 0395 Aufin Family Offices
Nathaniel Jeppson   njeppson@aureus-asset.com (617) 728-8900 Aureus Asset Management, LLC Family Offices
John McCloskey President jmccloskey@avalon.com 858.551.4429 Avalon Capital Group, Inc. Family Offices
Dan Cauceglia   dcauceglia@aventuracap.com (305) 466-0467 Aventura Capital Management Family Offices
Eileen Casey   eileen.casey@axa-equitable.com (212) 554-1234 AXA Financial, Inc. Family Offices
Mark Martino   mmartino@axiomcapital.com (212) 521-3800 Axiom Capital Management, Inc. Family Offices
Sam Bronfman Managing Partner sbronfman@bacchuswinefund.com 925.469.0209 Bacchus Capital Management, LLC Family Offices
Peter Bachmann Group Chairman pbachmann@bachmanngroup.com +44 (0) 20 3356 9763 Bachmann Trust Corporation plc Family Offices
Paul Bachow President pbachow@bachow.com (610) 660-4900 Bachow & Associates Inc. Family Offices
Ronald R. Macleod Managing Partner rmacleod@cox.net 805.566.0437 Baciu Family Capital, LLC Family Offices
Milt Baehr CEO info@baehrtech.com 775-833-2243 Baehr Technology Partners, LLC Family Offices
Thomas E Bailard   tbailard@bailard.com 18002245273 Bailard Family Office Family Offices
Ron K Bailey   bailey@bailey-family.org 18135496140 Bailey Family Foundation Family Offices
Edward Fine, Dir. Investment Strategy   ed@bakerstreetadvisors.com (415) 344-6180 x1 Baker Street Advisors Group, LLC Family Offices
Peter Havens, Managing Director   phavens@baldwinim.com 610.260.1555 Baldwin Investment Management Family Offices
David Buten   dbuten@baldwinim.com 16102609815 Baldwin Management LLC – Family Office Family Offices
Roy Ballentine President, CLU, ChFC and CFP rballentine@ballentine-finn.com 603 737-1220 Ballentine Finn & Co Inc Family Offices
Julian Rundle   julianrundle@aol.com 12128989600 Balmac International Family Offices
Mohan Badgujar   mohan.badgujar@bankofamerica.com (203) 975-4055 Bank of America (Global Wealth & Management Divison) Family Offices
Eileen Foley / Rita Schutheiss   foley.e@mellon.com 617.722.7832 / 7104 Bank of New York Mellon Family Office Family Offices
Tom Costanzo   tcostanzo@ivyasset.com (516) 228-6500 Bank of New York Mellon Wealth Management Family Offices
Matthias Graf von Krockow Management Committee   352 221522-717 Bank Sal. Oppenheim jr & Cie Family Offices
Wolfgang Eisl     (43) 66 288-3737 Bankhaus Carl Spangler & Company Family Offices
Volker Sarstedt, Managing Director/ Carsten Stork   carsten.stork@neelmeyer.de 011 49 42 1360 3235 Bankhaus Neelmeyer AG Family Offices
Janine Pedroletti Director info@banquecramer.ch 41 (0)58 218 60 00 Banque Cramer & Cie SA Family Offices
Barbara Pope   bjppc@aol.com 13123323682 Barbara J Pope PC Family Offices
David Gallagher   david.gallagher@barings.com 16179465208 Baring Asset Management Family Offices
Yerger Lurate, Manging Director   ylurate@bellsouth.net (601) 956-0861 Barksdale Management Corporation Family Offices
Daniel Barnes Founder, Analyst and Portfolio Manager getstarted@barnescapital.com 925-284-3503 Barnes Capital Family Offices
Dudley M Barnes   dudley.barnes@raymondjames.com 16626272225 Barnes-Pettey Financial Advisors Family Offices
Ron Baron   rbaron@baronfunds.com 12125832000 Baron Capital Management Family Offices
Michael J. Silver CFP, AEP, CLU and LUTCF Msilver@bssfa.com 561-447-1997 Baron Silver Stevens Financial Advisors, LLC Family Offices
Ben Gomez, Managing Director   bgomez@pilothouse.com 617.854.3515 Barr Foundation Family Offices
Matthew J. Pontiff CPA admin@pftcpas.com 303-861-1978 Barrett Pontiff & Fairweather Family Offices
Barbara Morrow, Pres.   ermorrow@aol.com 646.732.4702 Barronett Family Office Family Offices
Manuel Hauser Chief Operating Officer mhauser@baselam.com 212-332-4170 Basel Asset Management Inc. Family Offices
Steve Memery   steve@baycapitaladvice.com (703) 400-9664 Bay Capital Advisors Family Offices
Craig Seidler / Sarah Goodroad   craig@baydushsimonweaver.com (303) 444-9696 Baydush Simon Weaver Family Offices
Bruno Bosshard Chief Financial Officer bruno.bosshard@bbtreuhand.ch 41 (0)41 768 91 19 BB Treuhand AG Family Offices
Walter H Brown     12124831818 BBH Family Office Family Offices
Brett H. Barth Director of Investment Management, Founding Partner bbarth@bbrpartners.com 212.313.9870 BBR Partners Family Offices
Kerry Mentasti, Port. Mgr.   aberg@bnrpartners.com 011 44 207 925 8700 BCM & Partners, LLP Family Offices
Eric Hansen (Crystal)/ Allen C Berg   ehansen@bkd.com 417.831.7283/ 312.338.7788 BDK LLC Family Office Family Offices
Aaron Cohen     12122590300 Beacon Capital Partners Family Offices
Garth K. Flint Chief Executive Officer info@bpadvisors.com (949) 718-1600 Beacon Pointe Advisors Family Offices
David Haviland, Managing Director   dhaviland@bfpartners.com (781) 237-7170 Beaumont Financial Partners Family Offices
Adam Caskey   adam.caskey@lasalle.com 16177204498 Bechtel Family Holdings Family Offices
Allison H Ehrlich   aehrlich@clayfinlay.com 12126928007 Becker Ventures LLC Family Offices
K. Williams Executive Director k.williams@beckman-foundation.com 949-721-2222 Beckman Foundation Family Offices
Anthony Guinta   cbeckwith@beckwithadvisors.com 14042641400 Beckwith Financial Advisors Family Offices
Arthur Hebert   contact.request@behrmancap.com 13104425200 Behrman Capital Family Offices
Alan Dayan     12124489242 Bel Air Investment Advisors Family Offices
Alfonso Fanjil Jr   rbelfer@belfermgmt.com 15613665100 Belfer Management Family Offices
Philip Morgan, Managing Director   p.morgan@belhasa.ae (97) 14 266-2319 Belhasa Family Office Family Offices
Ahmed Saif Belhasa Chairman bhi@belhasa.ae 971 4 2662319 Belhasa International Company LLC Family Offices
Frederick A Krehbiel   fkrehbiel@molex.com 16309694550 Belk Family Holdings Family Offices
Andrew Bonita   andrew.bonita@bonitacapital.com 16464157546 Belmont Trust – Family Office Family Offices
Tim Wheeler   twheels@belmontwealth.com (214) 559-9790 Belmont Wealth Management Family Offices
Andrew Cupps   larryb@benaroya.com 13122631057 Benaroya Holdings Family Offices
Andrew Hascoe   ahascoe@benensoncapital.com 12036617600 Benenson Capital Partners LLC Family Offices
Bayard Boyle Jr   brett@benevolentcapital.com 19017664203 Benevolent Capital Management Family Offices
Bruce W Benenson     12128670990 Berens Capital Management Family Offices
Bernard Brenninkmeijer   bbrenninkmeijer@bregal.com 12125736235 Berg Family Office Family Offices
Ballard O Castleman   jb@berggruenholdings.com 12148499800 Berggruen Holdings Family Offices
Tobias Schmez, Analyst     011 41 44 284 2050 Bergos AG Family Offices
Kelley A. Bergstrom   bergstrominvest@comcast.net (847) 256-9870 Bergstrom Investment Family Offices
Bill Elmore   belmore@foundationcapital.com 16506140500 Berkley Holdings Family Offices
Andy Langheart, Managing Director     (708) 450-3000 Bernick Family Office Family Offices
Charles Berry, Managing Director     (937) 293-0398 Berry Investments Inc Family Offices
Robert F Trenner   rtrenner@gberwind.com; gberwind@berwind.com 14256467600 Berwind Corporation Family Offices
Catherine Murphy, Investment Officer   information@berwind.com (215) 563-2800 Berwind Family Office Family Offices
Daphne Bradshaw-Mack, Head HF Investments/ Janet Daniels   bradshaw-mack@bessemer.com (212) 708-9204/ 212.651.1009 Bessemer Trust Family Offices
    info@bhfamilyoffice.info 00352 66 11 03 530 BH Family Office S.A. Family Offices
Jerry Katz   jkatz@bilkeykatz.com (412) 803-9900 BilkeyKatz Investment Consultants, Inc. Family Offices
Allan Golston, CFO   info@gatesfoundation.org 206.709.3100 Bill & Melinda Gates Foundation Family Offices
Michael K. Kauffelt II, CFA   mkauffelt@billfewassociates.com (412) 801-4900 Bill Few Associates, Inc. Family Offices
George Billingsley Partner gbillingsley@billingsleyco.com 972-820-2279 Billingsley Family Office Family Offices
Keith Burks, Investment Strategy   kburks@bindley.com (317) 704-4162 Bindley Capital Partners Family Offices
Owsley Brown II   esullivan@wilmingtontrust.com 15025851100 Bingham Legg Advisors LLC Family Offices
Nancy Hollis   nancy.hollis@biviumcapital.com (415) 398-0600 Bivium Capital Partners, LLC Family Offices
Darin Snow Senior Managing Adviso dsnow@bkd.com 303.837.3581 BKD Wealth Advisors, LLC Family Offices
Bruce V Rauner   brauner@blackhawkpartners.com 13123822200 Blackhawk Partners Inc Family Office Family Offices
Bruce F Duff   bduff@blackmankallick.com 14256467600 Blackman Kallick Family Office Family Offices
Tim Young   tyoung@blackpointcap.com (808) 587-7662 ext 208 BlackPoint Capital, LLC Family Offices
J. Douglas Ralston Founder, Partner & Portfolio Manager doug@blackpoolcapitalmgmt.com (630) 575-2459 Blackpool Capital Management LLC Family Offices
Dan Gordon, Managing Director   dgordon@ambfo.com (404) 367-2100 Blank Family Foundation Family Offices
Brian Ziv   jernst@bloomprop.com 13126021450 Bloomingdale Properties Inc – Family Office Family Offices
John Eggemeyer     18587568300 Blount & Associates Family Offices
Cary Beckwith   cbeckwith@beckwithadvisors.com 18642337770 BLS Investments LLC – Family Office Family Offices
Christopher Blum   cblum@dnpartners.com 13123327960 Blue Equity – Family Office Family Offices
Craig J Duchossois     16302793600 Blue Sage Capital Family Offices
Charlene Dow   mbills@bluestemllc.com 13129845865 Bluestem Asset Management Family Offices
Charles D Haines   charles.haines@charlesdhaines.com 12058713334 Blum Capital Partners LP Family Offices
Allen C. Berg CPA and CFP aberg@bnrpartners.com 312.338.7788 BNR Partners Family Offices
Chris Erblich   landanddevelopment@bneinc.com 13144801630 Boddie Family Office Family Offices
Chris Kleinert   ckleinert@huntpeg.com 17049985620 Boler Family Holdings Family Offices
Anastasios Parafestas   aparafestas@bollard.com (617) 720-5800 Bollard Group Family Offices
Claude Perrier   andrew.bonita@bonitacapital.com 16174438350 Bonita Capital Management LLC Family Offices
Charlotte Luer   institution@bornhoftgroup.com 12394033030 Bornhoft Group Corporation Family Offices
Christopher Moore   cmoore@bossgroup.com 12128139198 Boss Group – Private Investment Company Family Offices
David Richardson, Port. Mgr.   davidr@bosfam.com (617) 624-0800 Boston Family Office, LLC Family Offices
George Wilson, CIO   george.wilson@tbf.org 617.338.1700 Boston Foundation Family Offices
Barron Hilton     13105564694 Boston Private Family Offices
Kaycee W Krysty     12064645100 Boston Ventures Family Offices
David Montijo Founding Partner & Development Principal dmontijo@bournpartners.com 520.318.6636 Bourn Partners Family Offices
Grant G Behrman   gbehrman@boyle.com 12129806500 Boyle Investment Company Family Offices
Bo Baskin   bpm@bpmllp.com 15125361900 BPM Family Office Family Offices
Fayez Sarofim   fsarofim@sarofim.com 17136544484 Bradford Enterprises Family Offices
Peter Bradley, Managing Driector   pbradley@waterfordbay.com (212) 595-1795 Bradley Family Foundation Family Offices
Alex Wilmerding     12128674444 Bradley-Turner Foundation Family Offices
S. Timothy Kochis     14153946670 Brainerd Family Foundation Family Offices
Sara Cotton     12127089305 Braman Management Family Offices
Christopher Podoll     14154568324 Brandes Investment Partners LLC Family Offices
Marie Liechti, Managing Director   meliechti@brandfordtrust.ch (41) 22 718-3820 Brandford Trust SA Family Offices
Richard E. Carlson President rcarlson@brandytrust.com (302) 234-5750 Brandywine Trust Company Family Offices
Charles W Ranson Jr   cranson@bmsny.com 15618378051 Brandywine Trust Group Family Offices
Christopher R Zebroski     18887397411 Braverman Family Office Family Offices
Clayton T Smudsky     14158696303 Breen Investors LP Family Offices
Bernard Brenninkmeijer, Managing Director     212.573.6231 Bregal Investments LLP Family Offices
Mag. Max Seyer Partner ms@seyer-partner.com 43 1 505 44 18 Brenninkmeyer Seyer & Partner Family Offices
Charles Haberstroh     12036827200 Bridge Harbour Capital Management Family Offices
Dan Geary   dgeary@bridgewateradv.com 16102546807 Bridgewater Advisors Family Offices
Jeremy Kiefer, Investment Officer   Jeremy@brightonjones.com (206) 329-5546 Brighton Jones LLC Family Offices
Daniel R Solin   dave.polstra@brightnorth.com 18772022933 Brightworth Family Offices
Dan Gilbert   gary.brinson@tbfo.org 17348055133 Brinson Family Office Family Offices
Tim Dolan, CIO   tim.dolan@tbfo.org 312.799.4500 Brinson Foundation Family Offices
Matt Talbot, Dir. Alternative Investments   matt@bristleconeadvisors.com (206) 664-2500 Bristlecone Advisors Family Offices
Pete Adamson / Katharine Krieger   padamson@broadfamilyoffice.com 310-954-5039 Broad Family Office Family Offices
David Chazen     12128887800 Bromor Management LLC Family Offices
John Hinck, VP   john.hinck@sawmilltrust.com 612.752.1775 Brooks Associates Inc. Family Offices
Brook J. Lenfest Chief Executive Officer wdl@brookscapitalgroup.com (610) 667-9150 Brooks Capital Group Family Offices
Gary Holzman, Ex. Director   garyholzman@igbrown.com (312) 849-4546 Brown & Brown, LLC Family Offices
Ray McClure   rmcclure@brownadvisory.com (301) 718-8600 Brown Advisory Family Offices
Carla Knobloch   cknobloch@brownfoundation.org 713.523.6867 Brown Foundation Family Offices
Andrew Hart Principal ahart@brfinc.com (650) 328-1766 Brownson Rehmus & Foxworth Family Offices
Hunt Broyhill     (828) 758-6100 Broyhill Asset Management LLC Family Offices
Bruce M. Wiener Principal bruce@wienerfinancial.com (301) 762-0030 Bruce M. Wiener Financial Planner Family Offices
Antoine Spillmann Director aspillmann@bruellan.com +41 22 817 18 55 Bruellan Wealth Management Family Office Services Family Offices
Daniel A Breen   jean@brunelassociates.com 17132239300 Brunel Associates LLC Family Offices
David S Dankmyer     13148625190 Bruno Capital Management Family Offices
Ted Peters Chairman and CEO tpeters@bmtc.com 610-687-4268 Bryn Mawr Trust Company Family Offices
      +41 44 2058111 BSI SA Family Offices
    info@bszag.ch +41 (0) 44 206 30 40 BSZ AG Family Offices
Horst Gross, Managing Director   horst.goss@btv-holding.de (49) 89 544-6060 BTV Family Office Family Offices
Billy Fischer     19013691512 Buhl Family Office Family Offices
Joseph Guyton Founder joseph_guyton@glic.com 603-926-3838 Bulfinch Family Office Family Offices
James A. Bull President & CEO jbull@bullwealth.com 416-223-2053 Bull Wealth Management Group Inc Family Offices
David Ford Jr     12127729900 Bullitt Family Foundation Family Offices
Joy Parduhn   jparduhn@burnsag.com (405) 478-1971 Burns Advisory Group Family Offices
Brian Frazier   bpm@bpmllp.com 415.421.5757 Burr Pilger & Mayer Family Offices
Fred Cornelius/ David Ganek   fcornelius@burtassociates.com 301.770.9880 / 203.863.5807 Burt Associates, Inc. Family Offices
Gregory Keane, CFO   gkeane@bushfoundation.org 651.227.8091 / 0891 Bush Foundation Family Offices
Richard Saunders Vice President richard.saunders@butterfield.gg (+44) 1481 737738 Butterfield Bank (Guernsey) Limited Family Offices
William J. Powers Managing Director, EVP and Chief Financial Officer   650-326-6480 C.M. Capital Corporation Family Offices
Michael Camarro, Mgr.     (617) 451-1744 Cabot-Wellington, LLC Family Offices
Melinda Morris Zanoni Managing Director info@caincapitaladvisors.com 704.607.1718 Cain Capital Advisors, LLC Family Offices
Deirdre Nectow     16508548400 Cairnwood Cooperative Corporation – Family Office Family Offices
Marcia L. DeVries Chief Financial Officer and Treasurer marcia@ctrust.com 941-493-3600 Caldwell Trust Company Family Offices
Jamie Cayzer-Colvin   enquiries@caledonia.com (44) 20 7802-8080 Caledonia Investments plc Family Offices
Nina Streeter, Director   nina.streeter@calibre.com (781) 392-2800 Calibre Family Office Family Offices
Bob Andrews (Cambridge) / Heidi Sweeney (Cambridge)   bandrews@cambridgeassociates.com 650.854.8400 / 213.413.4130 California Community Foundation Family Offices
Dana Rosenberg, Director of Alternatives / Jesse Casso, CIO   drosenberg@calendow.org 213.928.8640 California Endowment Family Offices
Robert C Elliott     12127089141 Cammeby’s International Family Offices
Richard Hutchings Executive Director   44 (0)20 8408 7000 Camomille Associates Family Offices
Kathy J. Reich Directory of Family Office Servics kathy@family-futures.com 403-265-7855 Canadian Family Futures Inc. Family Offices
Emanuel Stern     12013481200 Canary Capital Partners LLC Family Offices
Nils Selte, Managing Director   nils.selte@canica.no (47) 2 413-3000 Canica AS Family Offices
Elizabeth B Nesvold     12122071000 Cantillon Capital Management Family Offices
Alex Vukajlovic Partner, CEO alex@capecapital.ch 41 43 888 60 66 Cape Capital AG Family Offices
Chris Surrichio, Analyst   chris.surrichio@capitalanalysts.com 610.230.2653 Capital Analyst of Jacksonville Family Offices
Michael Melikian   mmelikian@icdgroup.com (212) 644-1500 Capital Development Associates Family Offices
Sabby Mionis CEO and CIO   352 40 63 55 Capital Management Advisors S.A. Family Offices
Andrew Elkin   andrew@cmgfunds.net 1 (610) 989 9090 Capital Management Group Inc (CMG) Family Offices
Dillon Hale Managing Director dillon@capricornllc.com 650 331 8800 Capricorn Investment Group Family Offices
Alicia L. Bryan CFA – Senior Investment Consultant alicia.bryan@captrustadv.com (813) 218-5000 CapTrust Advisors Family Offices
Carl Domino, CFA President & Chief Investment Officer info@carldomino.com (561) 833-2882 Carl Domino Associates Family Offices
Graham C Berwind Jr     12155632800 Carnegie Corporation Family Offices
Ellen Shuman, CIO   es@carnegie.org; des@carnegie.org 212.371.3200 Carnegie Corporation of New York Family Offices
Gary L Cino   ebowles@carouselcapital.com 19167803800 Carousel Capital Family Offices
Marco Vega Chief Financial Officer mvega@carret.com (212)593-3800 Carret Asset Management, LLC Family Offices
Dave Henry, CFA Chief Investment Officer   (508) 898-3800 Carruth Management LLC – Family Office Family Offices
Alice James Director info@castlestonemanagement.com 12027859404 Castlestone Management – Family Office Family Offices
Madelyn Mallory President/CEO Madelyn@catalystim.com 510.547.5711 Catalyst Fin.Planning and Inv. Management, Inc Family Offices
Melissa Lucas   mlucas@earthlink.net (310) 471-0640 Cataumet Partners Family Offices
Claude Baeriswyl Chairman cba@cbaonsite.ch +41 22 807 14 74 CBA Asset Management Family Offices
Charles Berk Managing Director cberk@cbizmahoneycohen.com 212-790-5700 CBIZ Mahoney Cohen Family Offices
Mark Willis, Managing Director     (317) 464-2333 CD Enterprises Ltd Family Offices
  N/A info@cdlfamilyofficeservices.com (561)832-9292 CDL Family Office Services Family Offices
Gregory Brousseau Chief Investment Officer gBrousseau@centralparkgroup.com 212-317-9200 Central Park Group Family Offices
Jay Healy President Jay@centurywealth.com 901.850.5532 Century Wealth Management Family Offices
Eli Johnson, Analyst   ejohnson@cervantescap.com (303) 628-4700 Cervantes Capital LLC Family Offices
Arnold L. Gray Principal   585.232.9120 Chamberlain Family Offices Family Offices
John Cox Director of Investments john.cox@charlesdhaines.com (205) 871-3334? Charles D. Haines, LLC Family Offices
Hunter Wilson     15613542550 Chase Enterprises – Family Office Family Offices
Ray Hunt Director ray.hunt@chathammckinley.com 12149788550 Chatham McKinley Partners Family Office Family Offices
Wayne Atkins Managing Director watkins@cherrytree.com 952.893.9012 Cherry Tree Family Office Family Offices
Emilio Chiaravalli Managing Director emilio@chiaravalli.ch 41 44 735 13 42 Chiaravalli & Partners GmbH Family Offices
Scott Sindelar   scott.sindelar@chicagoasset.com (312) 372-2800 Chicago Asset Management Family Offices
Carol Crenshaw Chief Financial Officer carol@cct.org 312 616 8000 Chicago Community Trust Family Offices
Richard L. Chilton, Jr. Chairman, CEO & Chief Investment Officer RCHILTON@chiltoninc.com 212.751.3596 Chilton Investment Company Family Offices
John McDonald, Managing Driector   jmacdo1@hallmark.com (816) 274-5878 Chinquapin Trust Company Family Offices
Howard Bernick     13124641818 Cienda Partners – Private Investment Office Family Offices
Jonathan S Blue     15025898181 Clanco Management Corporation Family Offices
James Wert, Managing Director     216.831.9667 Clanco Mgt. Corp. Family Offices
Joy Soodik Principal rob@clarfeld.com 914-846-0100 Clarfeld Financial Advisors, Inc. Family Offices
Frederic Martel, Ass. Analyst   fredericmartel@claridgeinc.com 514.878.5279 Claridge Inc. (Bronfman Family) Family Offices
Dwight Keating, CIO   dkeating@benedum.org 412.246.3622 Claude Worthington Benedum Foundation Family Offices
Tom Sowanick Chief Investment Officer tom.sowanick@cbfllc.com 609-986-1001 Clearbrook Financial, LLC Family Offices
Kai McFarland   kai@clearlakeadvisors.com (415) 456-8324 Clearlake Advisors, LLC Family Offices
Wolfgang Seidel, Managing Director   seidel@c-h-v.de (49) 89 1893-2250 Clemens Haindl Family Office Family Offices
David J Kaye     16179123799 Clemente Development Company Family Offices
Tim Vaill     16179123799 Clements Family Foundation Family Offices
Alban de Clermont-Tonnerre Partner info@clerville.co.uk 44 20 7290 6680 Clerville Investment Mgt. LLP Family Offices
Linda Puffenberger, Analyst   lpuffenberger@clevefdn.org 216.615.7188 Cleveland Foundation Family Offices
Arjun Gupta Managing Director arjungupta@clientassociates.com 91 124 4050260 Client Associates Family Offices
Kirk L. Haney Chairman khaney@cloudbreakventures.com 702 387 2350 Cloud Break Advisors Family Offices
Charles H Brandes     18587550239 Clough Capital Partners LP Family Offices
Jon Jones     12063295546 CMI Management Services Family Offices
Carlo Nalli Managing Director info@cofibfiduciaria.com 39.06.8541251 Cofib – Compagnia Fiduciaria di Beni S.p.A. Family Offices
Lawrence Butler     14107719600 Cofinam Inc – Family Office Family Offices
R. Angus West     16174511744 Cohen Family Office Family Offices
Bert Whitehead     12487377090 Cohn Family Office Family Offices
Joseph A. Sugg President   214-717-4080 Colleyville Family Office Family Offices
Bill Thomas, VP   bthomas@collierfamilyoffice.com (239) 435-1122 Collier Family Office Family Offices
Neil Waxman     12162957900 Collier Family Trust Family Offices
John Samuelson, CFO   jls@coloradotrust.org 303.837.1200 Colorado Trust Family Offices
Frederick Redele, Managing Director     (31) 20 623-0341 Colverschoten Wealth Care B.V. Family Offices
Carl Domino     15618332882 Comerica Family Office Family Offices
Frederik Redele Manager frederik.redele@commenda.info 31(0)65 585 7852 Commenda Family Office Family Offices
Christopher Starkey, CFO   csharkey@cweal.org 240.450.0000 Commonweal Foundation Family Offices
Steven Orr, CIO   sorr@cftexas.org 214.750.4238 Communities Foundation of Texas Family Offices
Davide Tinelli, Port. Mgt.   davide.tinelli@compagnia.torino.it 011 39 01 1559 6911 Compagnia di San Paolo Family Offices
Nancy Geller, MD / Reinhard Proksch, Investments   info@compaserve.com (212) 461-7111/ 011 44 87 0011 8666 Compaserve (Europe) Ltd Family Offices
Mike Organ     615.661.9622 Compass Advisory Group Family Offices
Daniel A D’Aniello     12027295626 Concord Asset Management LLC Family Offices
Vartan Gregorian     12123713200 Concord International Investments Family Offices
Amy Noyes   anoyes@congressasset.com (617) 737-1566 Congress Asset Management Company Family Offices
Kyle Burquist, Advisor   kb@conifer.net (860) 761-1041 Conifer Investments Family Offices
O. Ferrari President oferrari@coninco.ch 41 21 925 00 33 Coninco Wealth Management SA. Family Offices
Robert Maroney, Managing Member     (212) 251-3030 Connecticut Investments LLC Family Offices
Richard Stott   richard@connectum.no (47) 2 244-8797 Connectum Capital Management AS Family Offices
Patrick Modugno, CFO     310.556.4694 Conrad N. Hilton Foundation Family Offices
Tim Casquinelli Manager tim@consigliare.com (408) 260-1520? Consigliare Management Company Family Offices
Henry Paret, Managing Director   henry@constellationlp.com (561) 659-4455 Constellation LP Family Offices
John Arnold   john@constellationwa.com 18326158650 Constellation Wealth Advisors Family Offices
Milton Balbuena   milton.balbuena@contangoadvisors.com (510) 558-6000 Contango Capital Advisors, Inc Family Offices
Jeremy Tennenbaum     (212) 207-5536 ContiGroup Companies Family Offices
Paul J. Fribourg Chairman & CEO Information@Conti.com 212.207.5930 Continental Grain Company Family Offices
    info@contreva.ch +41 (0)41 760 7676 Contreva Management A.G. Family Offices
Gregory Brousseau   brian.vowinkel@convergentwealth.com 12123179200 Convergent Wealth Advisors Family Offices
Eric Cooper, Managing Director   eric@cooperfund.com (630) 573-8700 Cooperfund, Inc. Family Offices
Mark A. Casella Manager mark.casella@coppertreeltd.com 513.579.3531 Coppertree Ltd Family Offices
William Friend   bfriend@corecap.com (312) 346-2550 Core Capital Management, LLC Family Offices
William T. Spiropoulos President and CEO wts@corestates.us 267-759-5000 CoreStates Capital Advisors, LLC Family Offices
Cynthia Conger   cconger@buildbeyond.com 15013741174 Cornerstone Advisers Family Offices
John Ord Chief Financial Officer jord@cstoneholdings.com 303.410.2510 Cornerstone Holdings, LLC Family Offices
Christopher G Ciovacco   cstone@cstonellc.com 16783627698 Cornerstone Partners Family Offices
Ken Griffin     13123952100 Corning Capital Family Office Family Offices
Andrea Caraceni Chief Executive Officer andrea.caraceni@cfosim.com 02 30343 1 Corporate Family Office SIM Family Offices
George E Hall     12128250400 Corporate Metrix Family Office Family Offices
Thomas R. Podlesny   podlesny@cortlandassociates.com 314.726.6164 Cortland Associates, Inc. Family Offices
Roger L Johnson     14252831600 Cotsen Management Corporation Family Offices
Michael Haeusler Partner & Investment Manager michael.haeusler@cottonfield.ch 411-215-1865 Cottonfield Family Office Family Offices
Carl Bennett, Managing Director   cbennett@cougartrading.com (212) 702-0693 Cougar Trading LLC Family Offices
Miles C Collier     12394351122 Couri & Company Family Offices
Gerald Agranoff Managing Director agranoffg@aol.com (212) 575-1557? Courtyard Capital Management LLC Family Offices
Sascha Zuber CEO info@coventa.ch 41 44 213 11 88 Coventa Advisory & Family Office Services Family Offices
Gary Klaben President and Family Manager camco@coyleasset.com 847.441.5644 Coyle Asset Management Company Family Offices
Reinhard Proksch     12124617111 Creative Planning Inc Family Offices
William Neubauer   bill.woodson@credit-suisse.com 13056627757 Credit Suisse Family Office Family Offices
Abby Patterson   apatterson@crestonecap.com (303) 544-7243 Crestone Capital Advisors LLC Family Offices
Rob Ravinsky   rravinsky@crestwoodadvisors.com 14088213605 Crestwood Advisors Family Offices
Sean McDade     617.392.0495 Crosby Advisors Family Offices
Gene Biegle     (917) 364-9441 Cross Global Capital Family Offices
Mike Silverman, Managing Director   msilverman@crowholdings.com (214) 661-8111 Crow Family Holdings LLC Family Offices
Harlan Crow Chairman and Chief Executive Officer hcrow@crowholdings.com (214) 661-8000 Crow Holdings Family Offices
James Cox Kennedy   jkennedy@crowholdings.com 16786450000 Crow Holdings – Family Office Family Offices
Eric Kramer   CMoore@csmcapitalcorp.com 13034424447 CSM Capital Family Offices
Francis X Tansey   andrew.cupps@cuppscapital.com 12126974740 Cupps Capital Management Family Offices
Anthony Faillace     12127561200 Curran Family Limited Partnership Family Offices
Daniel Solomon     12127561200 Curtis L Carlson Family Office Family Offices
Tom Pazol, Managing Director   tompazol@cyclonemanagement.com (773) 472-9797 Cyclone Management Family Offices
Sandy Juranich   sjuranich@cymricfamilyoffice.com 12127515959 Cymric Family Office Family Offices
Scott Leonard     13106970400 Cypress Wealth Advisors Family Offices
Jimmy Kull Principal jkull@cypress-wealth.com 512.474.2188 Cypress Wealth Management, LLC Family Offices
Gary R Peterson     17136596100 D & B Family Office Family Offices
Richard E. Dahab, Consultant/ Tom Donegan   rich@dahab.com 16316656181 Dahab Associates Family Offices
Andrew Dalton Managing Partner info@daltonsp.com 44 (0) 20 7367 5400 Dalton Strategic Partnership LLP Family Offices
Robert H Frey     16172274888 Dancing Bear Investments Inc Family Offices
Daniele Vaillend Principal   +41 79 417 20 67 Daniele Vaillend Family Office Services Family Offices
Jeb Dickey Executive Vice President/Finance and Investment JDickey@danielsfund.org 303-393-7220 Daniels Fund Family Offices
George Vera, CFO   gvera@packard.org 650.948.7658 David and Lucile Packard Foundation Family Offices
David S Gellman   dave@davidgratke.com 12129406864 David Gratke Investments Family Offices
Aram Fuchs     12129184504 David T Chase Enterprises Family Offices
Milton Fine   sdyl@bellsouth.net 14124443500 Davidson Capital Family Offices
Robert Davidson, Managing Director     (775) 832-8314 Davidson Group Family Offices
H J Skelton President   (904) 223-7512 Davis Family Office Family Offices
Jason Lina   jason@dcaglobal.com (770) 622-9937 DCA Global Family Offices
Karen Mills, Head Research   ecc@ubp.ch 212.218.4288 de Picciotto Family Office Family Offices
Frank Payrar, Investments / Alain Mestat, Managing Director   f.payrar@bpere.lcf-rothschild.eu (35) 22 488 2659 de Rothschild Family Office Family Offices
Steven Fisher     12127525000 De Visscher & Co Family Offices
Ben Heldfond, VP   bheldfond@debartoloholdings.com (813) 908-8400 DeBartolo Holdings Family Offices
Fernando del Pino, Managing Director     (34) 91 586-2500 Del Pino Family Office Family Offices
Richard Glickman     12126977800 Delaware Investments Family Offices
Peter Briger     12127986100 Delaware Management Holdings Family Offices
James W Lintott     17034379720 Delphi Management Family Offices
Patrick J. Peyton Chairman & Chief Executive Officer patrick.peyton@despatch.com 952-469-5424 Despatch Industries, USA Family Offices
Michael S. Jacoby Managing Director michael.s.jacoby@db.com 312-537-1926 Deutsche Bank Private Wealth Management Family Offices
Marshall B Front     13126419000 Devlin Enterprises Family Offices
Craig L Martin     14084532220 DFG Management Inc Family Offices
Rob Callagy   rcallagy@dimensioncapital.com (305) 371-2776 Dimension Capital Management Family Offices
Charles Cook Chief Financial Officer, Vice President ccook@discoverycapital.com 604.683.3000 Discovery Capital Management Corp. Family Offices
Tom Zucosky, CIO   tom@discoverycap.com (212) 403-9548 Discovery Capital Management, LLC (DCM) Family Offices
William N. McKenna President & Founder dfm@dfmwealth.com 781.792.0440 Diversified Financial Management, Inc Family Offices
Mark Homan, Managing Director     (414) 540-2383 Diversified Management, Inc. Family Offices
Laurence Bings, Managijg Director   advice@dixcart.co.uk (44) 13 7246-1400 Dixcart Family Office Family Offices
Daniele Lopreno, Managing Director     011 41 286 5067 DL Asset Management Family Offices
Alexander Dimai Partner dimai@dlpartners.ch 41-41-5000-700 DL Investment Partners AG Family Offices
Gary Fuhrman   gfuhrman@dnpartners.com 12124331234 DN Partners Family Offices
Timothy E Gill     13032924455 Dobkin Family Office Family Offices
Michael Huseby, CFO     (516) 803-2300 Dolan Private Family Office Family Offices
Randy Klein, Analyst   rklein@ddcf.org 212.974.7100 Doris Duke Charitable Foundation Family Offices
Julian Rundle Managing Director julianrundle@aol.com 212 759 0506 Dorset Management LLC Family Offices
Craig Magher     14046013013 Dosoris Trust Company Family Offices
Doug Cummings, Managing Director     (518) 587-0409 Douglas Cummings Family Office Family Offices
Jeremy Grantham Director   16173307500 DPC Wealth Management Family Offices
Hank A McLarty   hmclarty@dreman.com 14049616000 Dreman Value Management LLC Family Offices
Marc Dressmann   mdreesmann@commonwealth.nl (31) 70 312-2447 Dressmann Family Office Family Offices
Todd Rustman   rustman@drever.net 19499550678 Drever Holdings Family Offices
Alexander Dreyfoos, Managing Director     (561) 650-0100 Dreyfoos Group Inc Family Offices
Ben A Beavers   dsm@dsmcapital.com 13123275020 DSM Capital Partners LLC Family Offices
Albert Mazzone, Managing Partner   almazz@verizon.net 610.430.8244 DSM Family Investment Partnership Family Offices
Catherine A Crockett   catherine@dtbcapital.com 17812636100 DTB Capital Family Offices
Christopher N Merrill     13129200500 Dumac LLC Family Offices
      18055648785 Dunavant Capital Management, LP Family Offices
Jeffrey Dunham President and CEO asktrust@dunhamtrust.com (775) 826-7900 Dunham & Associates Investment Counsel, Inc. Family Offices
Anthony Weldon   anthonyweldon@durrington.com 011 44 207 235 6146 Durrington Corporation Ltd Family Offices
Patrick Sandahl, Investment Director   pas@dyvi.no 011 47 2323 8331 / (47) 2323-8323 Dyvi AS Family Offices
Landon T. Clay Managing Member landon.clay@easthillmgt.com (617) 450-0150 East Hill Management Company Family Offices
Naila Musvee     13104075373 EastWest Venture Group Family Offices
Patricia Houlihan     17037960800 Edge Family Limited Partnership Family Offices
Woodrow McCutchen, Port. Mgr.   nroob@emcf.org 212.551.9100 Edna McConnell Clark Foundation Family Offices
Berry Cox, Managing Director     (214) 220-3636 Edwin L Cox Company Family Offices
Ballard Castleman, Director   bcastleman@efoholdings.com (214) 849-9805 EFO Holdings, L.P. Family Offices
Armando Boffeti, Port. Mgr.   armando@ehpinvest.ch (41) 43 311 27 11 EH & P Investments AG Family Offices
Alexandra Lebenthal     12125518500 Eisner Wealth Management Family Offices
Mike Vogel   mav@elcotcapital.com (44) 20 7881 0933 Elcot Capital Management Limited Family Offices
James Lebenthal     12125518500 ELK Capital Family Offices
Bruno Elsasser Co-Founder elsasser@FamilyOfficeServices.ch +41 44 250 41 60 Elsasser & Partner A.G. Family Office Services Family Offices
Luis Palacios Chief Investment Officer Ceo@elystonecapital.com +41 22 707 67 07 Elystone Capital Family Offices
John Sandwick Managing Director, Encore Management S.A. john@encoremanagement.com 41-22-818-5040 Encore Management S.A. Family Offices
Vadim Biriukov, Port. Mgr.   vadim@encoremanagement.com (41) 22 818-5040 Encore Management SA Family Offices
Lynn H Campion   jwalker@enervest.net 13038614127 EnerVest Family Offices
Dominic Rossi     17189219527 Eno Farms Inc Family Offices
Chay Kwong Soon Founder & Chairman admin@enspire-capital.com (65) 6349 0836 Enspire Capital Pte Ltd Family Offices
Larry Gatlin Director L.Gatlin@erskinefamilyoffices.com 15123468007 Erskine Family Office Family Offices
Katherine Campbell (Cambridge) / Michelle Armstrong (Cambridge)   kcampbell@cambridgeassociates.com 011 44 207 592 2200 Esmee Fairbairn Foundation Family Offices
Erich Dahler, Sr. VP   edaehler@esfil.ch 41 21 619 5555 Espirito Santo Financial Group S.A. Family Offices
Richard Lackey Managing Director ceo@etscm.com 720 221 0589 ETS Capital Management, LLC Family Offices
Alexander Cuniasse, Managing Director   alexander.cuniasse@euris.fr (33) 1 4471-1416 EURIS Family Offices
Patricio Diez Valdespino, Managing Director   pdiez@eurocapital-advisors.com (786) 621-5858 EuroCapital Advisors Family Offices
Kenneth Lehman   kennethlehman@evenskykatz.com 18473282288 Evensky & Katz Family Offices
David H Koch   dkoch@kauffman.org 13168285500 Ewing Marion Kauffman Foundation Family Offices
Keith Fox, Managing Partner   kf@exeterfunds.com (617) 224-0100 Exeter Capital Partners Family Offices
Jean Bodoni Chairman of the Governing Board   41 (0)22 700 93 73 Experta AG Family Offices
Anna Hesekova, Investment Mgr./ Anja Giebl   anna.hesekova@extorel.de 011 49 8 920 7030 EXTOREL Family Offices
Falk Strascheg General Partner falk.strascheg@extorel.de 49.(0)89.2 07 03-0 Extorel Gmbh Family Offices
Luther Ragin, VP-Investments   lragin@heronfdn.org 212.404.1800 F.B. Heron Foundation Family Offices
David Merage, CEO     (303) 789-2664 x200 Falcon Investment Management Family Offices
William D Olinger     13523733337 Family Capital Trust Company Family Offices
Larry Longo COO llongo@familyendowment.com 617.371.2015 Family Endowment Partners Family Offices
Roy Komack   roy@famfin.com (508) 655-0210 Family Financial Architects, Inc. Family Offices
    contact@familyoffice360.com 404-419-7100 Family Office 360, LLC Family Offices
Dennis Daugs   ddaugs@foallc.com 12063242600 Family Office Advisors LLC Family Offices
Jaume Calvo Boronat Managing Director jcalvo@familyoffice.ad 376 82 98 54 Family Office Andorra Family Offices
Antoine Montandon Investment Officer   client-relations@familyoffice-intl.com (41) 22 789-1550 Family Office International SA Family Offices
Jon Carroll CPA jcarroll@fametrics.com 561-373-7171 Family Office Metrics LLC Family Offices
Scott/ Judith Lau   scott@familyofficeresearch.com 13027925955 Family Office Research Family Offices
Craig Martin, Managing Director   info@fwcg.net (408) 453-2222 Family Wealth Consulting Family Offices
Scott Shows Chief Financial Officer scott.shows@familywms.com 901-322-1565 Family Wealth Management Services, Inc. Family Offices
Kenneth Frost Chief Investment Officer kf@wheelerfrost.com (866) 801-1553 FamilyOfficeNetwork L.L.C Family Offices
Philip Wilkinson, Managing Director   pjw@faroship.com (44) 20 7935-2020 Faros Maritime Ltd Family Offices
Ben Deschaine   bdeschaine@federalstreet.com (617) 350-8999 Federal Street Advisors Family Offices
P. Wesley Foster   tfeltz@feltzwp.com 17033591500 Feltz Wealth Plan Family Offices
Steen Ehlern Managing Director   41 76 32 65 449 Ferguson Partners Family Office Ltd. Family Offices
Gunter Fritsche Managing Director presse@feri.de 49 – (0) 6172 – 916 – 3000 Feri Family Trust Family Offices
Karen Byers   kbyers@fertilemind.net 12127137600 Fertilemind Capital Family Offices
Bob Michaelson Group Investment Director bob.michaelson@ffandp.com 44 20 7036 5000 FF&P Asset Management Limited Family Offices
Richard Howard, Head-Asset Mgt.   richard.fitzalan.howard@ffandp.com (44) 207 409-5600 FF&P Fund Advisors Limited Family Offices
Shawn Egan, VP   segan@ffccapital.net 917.693.6180 FFC Capital Corporation Family Offices
Sidney Kimmel     12124315550 FH Prince Co Family Offices
Peter M Castleman     12037166100 Fidelity Family Office Services Family Offices
William R Berkley     12036293000 Fidelity Investments Family Offices
Paul J Fribourg     12122075930 Fiduciary Counsel Inc Family Offices
Craig Litman     14154618999 Fiduciary Trust Company Family Offices
Lucius L. Fowler Executive Vice Presiden lfowler@ftci.com (212) 632-3000 Fiduciary Trust Company International Family Offices
Harold D Garrison     12128095600 Field Holdings – Family Office Family Offices
Matt Blue     14058437177 Field Point Capital Management Family Offices
Scott Butterfield Managing Member scott@filamentadvisors.com 206.436.2300 Filament, LLC Family Offices
Jeff White     14058437177 Finance 500 Advisory Services Family Offices
Stanford T. Young Founder and President Stan@FinancialClarity.com (650) 559-9900 Financial Clarity, Inc Family Offices
Richard Goldammer Chief Financial Officer rgoldammer@fin-con.com 636.281.0203 Financial Controllers Inc Family Offices
Kendall Young, Managing Director / Tom Marqulis, Consultant-Asset Consulting Group   kyoung@fmpartners.com (314) 862-5190 / 314.862.4848 Financial Management Partners Family Offices
Marcee Yager CFP marceey@fvwest.com 650.747.9275 Financial Vision Family Offices
Vincent Fournier, Managijg Directpr   v.fournier@financiere-mj.com (33) 1 4225-6777 Financiere MJ Family Offices
Francois Mollat du Jourdin Managing partner and founder f.mollat@financiere-mj.com 0033(0)142256770 Financiere MJ Family Offices
Cosima F. Barone Administrator mail@finarc.ch 41 (022) 786 70 10 FINARC SA Family Offices
Giancarlo Camerana Chief Executive Office   41 44 560 1010 Fincam Invest AG Family Offices
Celine Richa   ddana@firstarrow.gb.com 011 44 207 647 8554/ (44) 20 7409-2345 First Arrow Investment Management Ltd Family Offices
Jamie McLaughlin     16464456141 First Atlantic Capital Family Offices
James Lissette     12122595147 First Manhattan Company Family Offices
Stephen Frantz   sfrantz@fnni.com (402) 341-0500 First National Bank Family Offices
Gerard Pompilio   gpompilio@firstspring.net (212) 688-4010 First Spring Corporation – Family Office Family Offices
Robert F. Kenyon   rkenyon@fisgrp.com (215) 567-1100 Ext 1230 FIS Funds Management Family Offices
Tony Parfitt Financial Director aparfitt@hwfisher.co.uk 44(0)20 73887000 Fisher Family Office LLP Family Offices
Allen Pozehl     14024414626 Fisher Group – Family Office Family Offices
Dan Axmer   daniel.axmer@ffandp.com 011 44 207 409 5600 Fleming Family & Partners Limited Family Offices
John L Ernst   jernst@flinnassetmgmt.com 12128380211 Flinn Asset Management Family Offices
Don Snider, CFO   dsnider@flinn.org 602.744.68 Flinn Foundation Family Offices
Florian Treu Managing Director florian.treu@floreat.ch +41 43 305 04 00 Floreat Family Offices
Florian Christopher Utecht Managing Officer office@utecht.com 49 (0) 171 12 27 033 Florian Christopher Utecht Family Offices
Peter Jungen Chairman peter.jungen@netcologne.de 49 69 133 896 12 Flossbach & von Storch AG Family Offices
James Goldschmidt     12124074696 Floyd Hall Enterprises LLC Family Offices
James Graham     17144370040 Flynn Gallagher Investments Family Offices
Gabriello Mancini Chairman fmps@fondazionemps.it 39 0577246022 Fondazione Monte dei Paschi di Siena Family Offices
Dominique Baigneres Director db@fons-sa.ch +41 22 819 08 73 FONS S.A. Family Offices
Debrah Millsap, Investments / Douglas Carlson, Consultant-Cambridge   dmillsap@tfff.org 541.957.5574 Ford Family Foundation Family Offices
Clinton Stevenson, Director   c.stevenson@fordfound.org 212.573.4608 Ford Foundation Family Offices
Jill Fischer     12127594400 Forstmann Little & Company Family Offices
Stephen P. Donaldson Chairman   813-933-9360 Fortress Family Office Group Family Offices
Burkhard Wittek Partner info@forumgruppe.de 49 / 89 / 27 37 49 ? 0 FORUM Family Office GmbH Family Offices
Eric Douglas, Managing Director     (46) 8 679-5600 Forvaltnings Wasatornet AB Family Offices
Jim Benvenuto     12127644675 Forward Management LLC Family Offices
David Martin, Managing Director   dmartin@fosterholdings.com 412.928.1407 Foster Holdings Family Offices
Bill Elmore/ Robyn Basso   belmore@foundationcapital.com 18636769431 Foundation Capital Family Offices
Bob Kresek Managing Partner assetgrowth@foundersfinancial.net 408-366-8920 Founders Financial Network Family Offices
Domenico Romeo Head of Investment Management Advisory Domenico.Romeo@fourpartners.it 39 02 3659 4533 Four Partners S.r.l. Family Offices
Joseph A Jolson     14158358900 Four Points Family Office Family Offices
John Kermath     17132239922 Frank Crystal & Company Family Offices
Matt W. Pohlman Director mpohlman@franklin-street.com 919-403-3010 Franklin Street Investment Advisors (Family Office Services) Family Offices
Jacques Leviant   jleviant@franklin-street.com 12126441496 Franklin Street Partners Family Offices
    zurich@franzmoserconsulting.ch 41 (0)44 202 7205 Franz Moser Consulting Family Offices
Nicole Overby, President   coverby@freedomforum.org   Freedom Forum Family Offices
Dr. Markus A. Frey Founder info@bank-frey.com +41 44 210 10 88 Frey Family Office Family Offices
John Fredriksen President, CEO and Chairman chartering@frontmgt.no 441 295 6935 Frontline Management AS Family Offices
JoEllen Ross     14075816900 Frost Wealth Management – Family Office Family Offices
Michael Nutter Director michael.nutter@frostbank.com 214-515-479 Frost Wealth Management Services Family Offices
Jonathan Fry Managing Director jonathanfry@jfry.co.uk 01748 825971 Fry Family Office Family Offices
Paul Seaton, Mgr./ Emma Pickering   paul.seaton@fulcrumasset.com (44) 20 7016-6457/ 6455 Fulcrum Asset Management Family Offices
Tom Lynch President tlynch@fursafunds.com (646) 205-6200 Fursa Alternative Strategies LLC Family Offices
Dani Evans Manager, Administrative Services dani@futrfamily.com 760-930-0661 FUTR Family Management, LLC Family Offices
Michael Viehmann, Port. Mgr.   michael.viehmann@fvs-family-office.com 011 49 22 1338 8265 FvS Family Office Family Offices
Philip Best Partner gadd@gadd.ch 41 22 799 90 00 GADD & Cie S.A. Family Offices
John Devine     12404821400 Gaddy Investment Company Family Offices
John D Eadie     12102206187 Gaelic Management Family Offices
John Elmes     12404821400 Gainsborough Capital LLC Family Offices
Christian Flackett Chief Investment Officer, Portfolio Manager cflackett@gam.com 44,0207494 GAM Fund Management Limited Family Offices
Andi McNamara Financial Planner boston@garnetgroup.com 301.564.3000 Garnet Group Family Offices
John Trask     16097372209 Garrison Family Office Family Offices
L. John Doerr     16502332750 Gary Comer Inc Family Offices
Julie Prince Hojlo     12123039467 Gaskins Family Office Family Offices
James Ruddy     12123158300 Gatehouse Capital Family Offices
Jane Shields   info@gatemore.com 12128729600 Gatemore Capital Management, LLC Family Offices
John B Walker     17136593500 GCG Partners Family Offices
Kurt A Brimberry     12135968605 Geller Family Office Family Offices
Maria Neary Director mneary@gellerco.com 212-583-6189 Geller Family Office Services LLC Family Offices
Nadhmi S. Auchi Founder and Chairman   352 470 1681 General Mediterranean Holdings Family Offices
Carlos Rosa VP, Marketing & Business Development carlos.rosa@promarkglobal.com (212) 418-6473 General Motors Asset Management Family Offices
Kristin D McLauchlan     18887397411 Generational Investment Management Family Offices
Roberto Nespolo, GP/ Stephane Benbassat   rn@genevalor.ch (41) 22 8495-000 Genevalor Benbassat & Cie Family Offices
Eli Giombi, Advisor   eli.giombi@amaglobal.com 561.746.8444 / (800) 338-3559 GenSpring Family Offices Family Offices
Larry R Benaroya     12067741004 Geometry Group Family Offices
Lawrence Belfer     12125089518 Geraty Investments Family Offices
    geforin@geforin.ch 004122 320 03 24 Gerofin S.A-Multi Family Office Family Offices
Lucy C Billingsley     19728202200 Geronimo Partners Family Offices
Michael-Joseph Ostertag Director mjostertag@gestar.ch +41 (0) 21 619 55 60 Gestar Family Office Services Family Offices
Larry Carroll     17045538006 GF Capital Management Family Offices
Leanna Gaskins   lgaskins@gilbaneco.com 14156802434 Gilbane Family Office Family Offices
William Leavitt     18472051300 Gilbert Global Equity Partners Family Offices
Lee Hausner     19498331112 Gill Family Foundation Family Offices
John Ueleke     19017589006 Ginarra Partners LLC Family Offices
Diane M Pearson     14126359210 GKM Capital Family Office Family Offices
Eric Risley Venture Partner   310.268.2600 GKM Ventures Family Offices
Louis P Stanasolovich     18882365960 Glanville Family Interests Family Offices
Gerry Lenfest     16108284510 Glazer Capital Management Family Offices
John Quinn     16108284510 Gleacher Partners Family Offices
Leslie J Sacks     13108209448 Glen Eagle Partners Family Offices
Joseph M. Gazdalski vice president and new business development manager joseph.gazdalski@glenmede.com 973-451-3802 Glenmede Investment and Weath Management Family Offices
John R. Kichula, CFA     800.442.8299 Glenmede Trust Company Family Offices
Simon Glick, Managing Director   simonglick@glickinv.com (212) 259-0300 Glick Family Investments Family Offices
James Fairbairn, Portfolio Mgr.     011 44 207 393 8802 / 44 (20) 7493 9990 Global Asset Management Ltd (GAM) Family Offices
      + 55 11) 2161-2400 Global Portfolio Strategies Family Offices
Larry Levy     13129324915 Global Strategies, LLC Family Offices
    info@gwmholding.com 41 22 544 2525 Global Wealth Management SA Family Offices
Liad Meidar   ggetz@globecor.com 12127729900 Globe Corporation Family Office Family Offices
Roy Ku   rku@glscapital.com 212 421 9030 GLS Capital Management, LLC Family Offices
John S. Stevens   john.stevens@gmam.com (212) 418-6494 GM Asset Management Family Offices
Lawrence Simon     15162286500 GMO Group Family Offices
Diahann Lassus     19084640102 Goeken Group Family Offices
Donald B Marron     12123280555 Goelet LLC Family Offices
Peter Cera, Investments   iteam@goldenleaf.org 252.442.7474 Golden Leaf Foundation Family Offices
Madelyn Mallory     15105475711 Goldstein Munger & Associates Family Offices
Harry G Kasanow     18089881311 Gollust Management Family Offices
Matthew C Brown     12123196060 Golub Capital Family Offices
Dale Kunkel, Director HFs   dale.kunkel@moore.org 415.561.7700 Gordon and Betty Moore Foundation Family Offices
Arthur Gordon Director agordon@gordonasset.com (914) 921-5500 x102 Gordon Asset Management Family Offices
Peter Mallouk   pmallouk@gfs.com 19136960500 Gordon Family Office Family Offices
Yves de Balmann     12125736231 Gore Creek Asset Management Family Offices
Rael Gorelick, Managing Director   rgorelick@gorelickandsons.com (704) 442-1094 Gorelick Brothers Capital LLC Family Offices
Arnaud GossetGrainville Managing Director   01.76.62.2622 GossetGrainville Family Office Family Offices
Young Kim   ykim@gr-cam.com 14153946670 GR Capital Asset Management Family Offices
Gregg Behr, Director     412.471.4550 Grable Foundation Family Offices
Matthew Bonaguidi     13123275020 Grace Venture Partners Family Offices
Markus W. Graff Founder info@graffcapital.ch 41 44 215 30 00 Graff Capital Management AG Family Offices
Marilyn Capelli Dimitroff     12485949282 Graham Partners Family Offices
Frank J Husic     14153980800 Granite Creek Partners – Family Office Family Offices
Ruffin King, Principal   rking@granvillecapitalinc.com (336) 273-8544 Granville Capital Inc. Family Offices
Michael Leonetti     18004540999 Gratus Capital Management Family Offices
Mary Ann Rhodes Lachman     18475644462 Graymatter Strategies LLC Family Offices
Marsha Witt     13057283838 Great Northern Capital Family Offices
Raef Newitt Director rnewitt@greencrosscapital.com 612 85805838 Green Cross Capital Pty Ltd (GCC) Family Offices
Mary K Duke     12125253153 Greenbaum & Orecchio Family Offices
Maury J Bell     13123327905 Greenberg Graham Advisors LLC Family Office Family Offices
Mark Blumenthal     13129802917 GreenHawk Partners LLC Family Offices
John McColskey     14042641400 GreenStreet Group Family Offices
Mark D Feldman   mfeldman@greshmanpartners.com 16023857578 Gresham Partners, LLC Family Offices
Michael S Jacoby   mjacoby@greycourt.com 13125371926 Greycourt & Co Family Office Family Offices
Milton Chang   osburn@greyrockcapitalgroup.com 16506172383 Greyrock Capital Family Offices
Ian Prideau, Analyst     (44) 20 7408-0988 Grosvenor Limited Family Offices
Molly Jarmusz   mjarmusz@gruss.com 18474410036 Gruss & Company Family Offices
Marion Hermann Trust Manager info@globetrust.ch +41 43 499 15 55 GT Group Family Offices
Matt W Pohlman     19194033010 GTCR Family Offices
Michael M Pompian     13147461600 Guggenheim Partners LLC Family Offices
Mohamed Younes     12127592375 Gund Investment Corporation Family Offices
Neil Bluhm     13124404800 Gunn Allen Financial Family Offices
    gustavia@gustavia.ch +41) 22 3608185 Gustavia Swiss Trust S. A. Family office Family Offices
Nancy Gardiner     16175579767 H & S Ventures Family Offices
William Gowan, Managing Director   wgo@hdep.ch (41) 22 319-7050 H de P Family Offices
A. van Leeuwen CPA info@haegheborgh.nl 31 (0)70 416 60 52 Haegheborgh Wealth Partners Family Offices
Timothy Anderson Principal tanderson@halberthargrove.com 562.435.5657 Halbert, Hargrove, Russell, LLC Family Offices
Nelson Schwab III     17043722040 Halcyon Asset Management Family Offices
Tom Manning   thomas.manning@haledorrwealth.com 13102770803 Hale & Dorr Family Office Family Offices
R. Thomas Manning Jr. Chief Investment Officer tmanning@silverbridgeadv.com (617) 526-5887 Silverbridge Advisors Family Offices
Gretchen Plank   manager.inquiries@hallcapital.com (415) 288-0544 Hall Capital Partners LLC Family Offices
Todd Osburn     13128490006 Hamer Family Office Family Offices
Patricia Moran     19544292000 Hamlin Capital Management LLC Family Offices
Paul Tramontano   paul@thehammerstone.com 12126974300 Hammerstone Group Family Offices
Pauletter Ribar   pribar@haifc.com 14012748560 Hammond Associates Family Offices
Marian Todd, Managing Director   marian@hamrenlarsson.com (44) 17 5384-0100 Hamren-Larsson Family Offices
Paul Isaac     12125851600 Handler Thayer & Duggan LLC Family Offices
Fritz Becker, Executive / Ernest Booles, CEO   becker@haraldquandt.de 011 49 6172 402 810 Harald Quandt Holding Family Offices
Paul Boyle     19017664235 Harbinger Capital Partners Family Offices
Vivek Sugavanam   vivek@harbourton.com (212) 752-1600 Harbourton Enterprises Family Offices
Patricia Fosmoe     13124944532 Harrington Investments Family Offices
Patricia Stoll     12145602567 Harris Holdings Inc Family Offices
Steve Braverman President steve.braverman@harrismycfo.com 201.592.7866 Harris myCFO Family Offices
Christopher Merrill   cmerrill@harrisonst.com 312-920-0500 Harrison Street Capital Family Offices
Marc Henn, CFP President marc.henn@harvestadvisor.com 513.762.7680 Harvest Financial Advisors LLC Family Offices
Ross Perot     19725775662 Haselton Family Office LLC Family Offices
Lily Bentas, Managing Director     (800) 225-9702 Haseotes Family Estate Office Family Offices
Robert Anderson     14154215757 Hassenfield Family Office Family Offices
R. Adam Smith     16462308812 Hauslein & Company Family Offices
John Traynor, Director   john.traynor@pnc.com (888) 947-3762 Hawthorn Family Offices
Chris Allen   callen@haydenharper.com (704) 343-2445 Hayden Harper Family Offices
Scott Ingham Investment Director scott.ingham@heartwoodwealth.com 020 7812 7041 Heartwood Wealth Management Family Offices
John Taylor, Managing Director     (202) 737-5652 Heinz Family Office Family Offices
Jeffrey R. Lewis President jlewis@heinzoffice.org (202) 393-1244 Heinz Family Philanthropies Family Offices
Richard Duchossois   rduchossois@johnsonfoundation.org 16302793600 Helen & Arthur Johnson Foundation Family Offices
Richard J Dumais     14105375400 Hellman & Friedman LLC Family Offices
Philip Aminoff, Manaing Director   philip.aminoff@helvarmerca.com (358) 9 56-541 Helvar Merca Group Family Offices
Charles Masefield Chairman, Founding Partner charles.masefield@helvetica.com 41 (0) 41 727 8500 Helvetica Wealth Management Partners AG Family Offices
Brent A. McLean Managing Director info@helvetia-wealth.ch +44 (0) 207 493 8833 Helvetia Wealth Family Offices
Rodney L Goldstein   rgoldstein@hembar.com 13123680044 Hemenway & Barnes Family Office Family Offices
Zachary Keats, Analyst   zacharyk@kff.org 650.854.9400 Henry J. Kaiser Foundation Family Offices
Ed Colano, Manager     412.281.2620 Henry L. Hillman Foundation Family Offices
John Daley, VP-Finance   jd@hluce.org 212.489.7700 Henry Luce Foundation Family Offices
Mark W. Hines President and CEO mhines@heritagebankandtrust.com 931-388-1970 Heritage Bank & Trust Family Offices
Rob Greenlee     13036668720 Heritage Wealth Counselors Family Offices
Robert J Grossheim     15134698100 HG Capital Family Offices
Henry Bandet Founder and President hbandet@hgre.com (650) 322-3400 Ext 201 HG CAPITAL, LLC Family Offices
Randy A Hustvedt     16174245810 Hickingbotham Investments Family Offices
Richard F Allen     12036296500 Highgate Investments LLC Family Offices
Richard Jacobus   rjacobus@highcapinc.com 14144756565 Highland Capital Group Family Offices
Berk Nowak   bnowak@hmcap.com 646-274-7455 Highmount Capital, LLC. Family Offices
Ray Jacobson     12524427474 Highview Capital Advisors LLC Family Offices
Brendan Connor, Analyst   bconnor@hillviewcap.com (212) 661-9750 Hillview Capital Advisors Family Offices
Richard Kayne     18002317414 Hillwood Family Offices
Ruth Kennedy Sudduth     16177231800 Himelsein Mandel Family Office Family Offices
Rafael Mayer     12127638800 Hite Capital Management LLC Family Offices
Robert Gaskins     14156802434 HM Capital Family Offices
Peter Diener, Mgr.   info@hnwcapital.ch (41) 55 220-8800 HNW Capital Management Ltd. Family Offices
Michael Werner Founder info@hnwcapital.ch +41 (0) 44 914 41 00 HNW Family Office A.G. Family Offices
Chua Thian Poh Chairman & CEO chuatp@hobee.com (65) 6748 7522 Ho Bee Investment Ltd Family Offices
Marie Christine, Managing Director   marie@hoegh.co.uk (44) 20 7361-7700 Hoegh Capital Partners (HCP) Family Offices
James Hawk, Managing Director   jhawk@hoffmanassociates.net (626) 793-0043 Hoffman Associates Family Offices
Roy Corr     12128846241 Hokanson Associates Family Offices
David Rydzewski, Mgr.     (856) 663-5200 Holman Enterprises Family Offices
Brigid Cochran, Analyst   investments@homrich-berg.com (404) 264-1400 Homrich & Berg Family Offices
Carolin Bormann Managing Director info@honestas-finanzmanagement.de 49 (40) 87 88 968 80 Honestas Finanzmanagement GmbH Family Offices
    hottinger.lugano@hottinger.com 41 91 910 27 40 Hottinger & Associes Lugano SA Family Offices
Peter R Wheeler     18668011553 Houlihan Financial Resource Group Family Offices
Gerald Santy   gsanty@khov.com 12126511179 Hovnanian Enterprises Inc Family Offices
Stephen Brackett     17816225850 Howard G Buffett Foundation Family Offices
Mark Barnard, Managing Director   barnardm@hhmi.org 301 215 8500 Howard Hughes Medical Institute Endowment Family Offices
Charles Clapp III, Port. Mgr.   cec@howlandcapital.com (617) 357-9110 Howland Capital Management Family Offices
Stephen J Burke     12128718500 HS Grove Family Office Family Offices
Stan Dyl     17049870288 HT Group LLC Family Office Family Offices
Sean McGould     15617410820 Hubbard Enterprises Inc Family Offices
Walter Huber Founder info@huberpartners.ch 41 (44) 396 88 33 Huber Partners AG Family Offices
Maria Castillo     13053588844 Hudson & Associates Family Offices
Steven Graham     16104080500 Hudson Advisor Family Office Family Offices
Jeremy Hudson, CIO   jhudson@hudsonadvisors.com (716) 852-7628 Hudson Advisor Services, Inc. Family Offices
Steven Hoch     16173260600 Hudson Capital Partners Family Offices
Scott Horn     16023857578 Huey Wilson Interests Family Offices
Sandra M Juranich   info@humphreysgroup.com 17146411402 Humphreys Group Family Offices
Steven D Persky     13104425200 Hunt Capital Group – Lamar Hunt Family Family Offices
Steven G Rothmeier     16512226130 Hunt Investment Corporation – Family Office Family Offices
Susan Remmer-Ryzewic     19042852003 Hunt Oil Company Family Offices
Steve Saunders     18132820808 Hunt Private Equity Group – Family Office Family Offices
Henry Bandet, Managing Director   hbandet@hgre.com (650) 322-3400 Hunting Gate Investments Family Office Family Offices
Stephen Smith     13107122911 Huntsman Holdings Family Offices
David Sherman, Pres.     314.480.1630 Husch Family Office LLC Family Offices
Stephen G Salley     14075816900 Hyannis Port Capital Family Offices
June Ntazinda/ Barbara Zubek President & CEO barbara.zubek@i3advisorsinc.com (416) 840-8017 I3 Advisors Inc. Family Offices
Steve Gilboy     17735253038 IAC Family Offices
Susan Mucciarone     12159733141 Icahn Enterprises LP Family Offices
Igor Kokorine   ikokorine@usicn.com (212) 983-0501 ICN Holding Family Offices
Susan Parsons     14044193260 IDB Bank Family Office Family Offices
Stephen Weber     13125873852 IFF Advisors LLC Family Offices
Heather Doull Director hdoull@ifmtrust.com +44 (0) 1534 835818 IFM Group Family Offices
Jurg Bretscher Director info@pbihag.ch +41 44 205 11 11 IHAG Private Bank Family Offices
Lim Yu Managing Director limyubook@imcpaa.com 65-6411-9800 IMC Group Family Offices
Richard Bornhoft     13035721000 Imlay Investments Family Offices
Topher Brewer     14105375400 Incubic LLC Family Offices
Todd Carey     17814786600 Incyte Capital Partners LLC (Family Office) Family Offices
Markus Gonseth CEO markus.gonseth@infidar.ch 41 44 225 61 61 Infidar Vermogensberatung AG Family Offices
James E. Mattuta Chief Financial Officer jmattutat@inglesidellc.com 212.634.3332 Ingleside Investors LLC Family Offices
Theodore D Goneos     12123709500 Inlign Wealth Management LLC Family Offices
R. Thomas Manning Jr     16175265887 Innovest Family Offices
R. Thomas Mayes Jr     15618201141 Inspired CapitalWorks Family Offices
Dario Constandino, Investments   info@insubriasuisse.ch (41) 91 912-4990 Insubriasuisse Family Office S.A. Family Offices
Thomas K Loizeaux     12126323000 Integritas Advisors Family Offices
Daniel Ward   dward@integritasadvisors.com (561) 837-8051 Integritas Investment Group, LLC Family Offices
Lorenzo Pizzuti, Analyst   lp@intermarketinv.com (41) 91 6464-503 Intermarket Asset Allocation Fund SPC Ltd Family Offices
R. Todd Lincoln     16096831005 Intrinzia Family Office Family Offices
Jeff Diercks, Managing Director   jdiercks@intrustadvisors.com (813) 253-2388 InTrust Advisors Family Offices
Matthew Palazzolo   mpalazzolo@invernesscounsel.com (212) 207-2100 Inverness Counsel, Inc. Family Offices
Thomas Orecchio     12017684600 Investment Partners Group Family Offices
Frank Abella President of Investment Partners Group fabella@investmentpartners.com 732.205.0392 Investment Partners Inc Family Offices
Ellinor Carlsson   ellinor.carlsson@investorab.com (46) 8 6142-000 Investor AB Family Offices
Thomas Elden     13122637800 Investors Bank & Trust Family Offices
Richard Goldstein     19255521400 InvesTrust Family Office Family Offices
Chas Cocke   ccocke@investure.com (434) 220-0280 Investure, LLC Family Offices
Timothy Seneff     14076501000 Irwin Management Family Office Family Offices
Tan Sri Dato’ Azman bin Mokhtar Chairman info@iskandarinvestment.com 65 6535 6857 Iskandar Investment Berhad Family Offices
Eric Ebermeyer   eric.ebermeyer@iskander.eu (33) 1 5689-8330 Iskander Multi-Family Office Family Offices
Steve Algert, Manager   salgert@getty.edu 310.440.7300 J. Paul Getty Trust Family Offices
Edward W Kane     16173483707 J.H. Whitney & Company Family Offices
Paul L. Perry   general@jpjassoc.com 315-478-3043 J.P. Jeanneret Associates, Inc. Family Offices
Klaus Jacobs, Managing Director     (44) 17 6384-6000 Jacobs Family Office Family Offices
Markus Fiechter Chief Executive Officer info@jacobsag.ch 41 44 388 61 61 Jacobs Holding AG Family Offices
Stuart Rabin, Managing Director   sgs@jfillc.com (212) 884-8808 Jacobson Family Investments Family Offices
Robert R. Lapointe, CFA   bobl@jwmfamilyoffices.com (414) 475-6565 Jacobus Wealth Management, Inc Family Offices
Seck-Eng Tan, Director-Investments     415.777.2244 x224 James Irvine Foundation Family Offices
Warren H Haber     12128290900 Janiczek & Company Ltd Family Offices
William H Hudson Jr     17168527628 Jared Polis Foundation Family Offices
William de Butts   jcsfamilyoffice@alltel.net 17709844305 JC Seacrest Trust – Family Office Family Offices
J. Jeeves Managing Director info@jeeves-olz.com 423 236 4440 Jeeves Group Family Office Family Offices
William T Spitz     17702265333 Jeffrey Slocum & Associates Family Offices
Lily H Bentas     18002259702 Jepson Associates Inc Family Offices
Rupert H Johnson Jr     16503122000 JER Partners Family Offices
Steven Nasatir President stevennasatir@juf.org 312-346-6700 Jewish Federation of Metropolitan Chicago Family Offices
John Whelan, Managing Director     (954) 429-2000 JM Family Enterprises Group Family Offices
Richard G Haworth     16163933000 JMB Family Holdings Family Offices
Ray L Hunt     12149788000 JMP Group Family Offices
Joel Scott Isaacson Head and Founder of the Company joel@joelisaacson.com 212-302-6300 Joel Isaacson & Co., Inc. Family Offices
John Law, Principal   JohnLaw1000@gmail.com (44) 20 7435 8708 John Law Family Offices
Zachary Ellis     14127820200 John S. and James L. Knight Foundation Family Offices
John Trask, Managing Director   john.trask@johntrask.com (609) 737-2209 John Trask & Associates LLC Family Offices
B. Parrish / Karen Bauer   bparrish@johnsoninv.com 14023461400 / 513.661.3100 Johnson Investment Counsel Family Offices
Charles D Berry     19372930398 Johnson Keland Management – Family Office Family Offices
John W Berry Jr     19372930398 Joseph P Kennedy Enterprises (Park Agency) Family Offices
Dominic Rossi President info@jospharwealth.com 718.921.9527 Jos-Phar Wealth Management Family Offices
Jenny Patterson, Director     312.782.2464 Joyce Foundation (The) Family Offices
Robert Bradford   rbardford@joycepaynepartners.com 12123087390 JoycePayne Partners Family Offices
William Turner   wturner@judicialcapital.com 17065716040 Judicial Capital – Family Office Family Offices
Dieter A. Enkelmann Chief Financial Officer and Member of the Executive Boards info@juliusbaer.com 41 58 888 6867 Julius Bar Family Office AG Family Offices
Robert R. Lapointe Vice President-Investments, Chief Compliance Officer and Managin kene@jwmfamilyoffices.com 414 475 6565 JWM Family Office Family Offices
Karen R Adler     12129310103 JWM Partners Family Offices
David R Braker     16503281766 K Capital Partners Family Offices
Ronald G Bruno     12059674745 Kaiser Family Foundation Family Offices
Amy Coleman, CFO     (312) 322-9123 Kalvest Company Inc Family Offices
Henry Buhl     12122740100 Kamerschen Investments Family Offices
James Shelton Chief Investment Officer Jshelton@kanaly.com 713.561.9300 Kanaly Trust Company Family Offices
James Bailey     16508548400 Kardatzke Investments Family Offices
Gene Salerno Managing Director gene.salerno@karrig.com 44 20 7430 5599 Karrig Strategic Capital Family Offices
Harry G. Kasanow Independent Investment Counsel hk@hawaiiantel.net (808) 988-1311 Kasanow & Associates: Wealth Management Family Offices
Michael J Egan     15088983800 Kayne Anderson Capital – Family Office Family Offices
Gunter Gaiser, Managing Director   ggaiser@kbb-kg.de (49) 70 3162-34940 KBB Family Office Family Offices
John P Batt     12168319667 KCG Capital Advisors Family Offices
Denise Hitchens, Managing Driector   denise.hitchens@kedgecapital.com (44) 20 7016-4000 Kedge Capital Partners Limited Family Offices
C. Daniel Clemente     17035068980 Keel Point Family Offices
Susan Harvey President smh@ibl.bm 441-236-4415; Keep Bermuda Beautiful (KBB) Family Offices
Stephan Kehrli Founder answers@kehrlizehnder.com +41 (0)44 222 18 18 Kehrli & Zehnder Global Wealth Management AG Family Offices
William P Clements Jr     12147200336 Kelly Capital Family Offices
Anthony Barbal, Managing Director   abarbal@kemnayusa.com (212) 218-6970 Kemnay Advisory Services Family Offices
Charles Clough Jr Managing Director info@kgadvisors.com 617.204.3400 Kendrick & Gatlin Family Office Family Offices
Adrian Escher Partner, Deputy CEO, Vice Chairman a.escher@kendris.com 41 58 450 50 00 Kendris private AG Family Offices
Robert J. Kerr Chief Executive Officer kkerr@kerrfinancial.ca (514) 871-8213 Kerr Financial Corporation Family Offices
Chris Carney, Managing Director     (212) 315-8344 Keswick Management Family Offices
Andrew C. de Araujo Managing Director andrew@keycapitaladvisors.com (305) 365-5164 Key Capital Advisors, Inc. Family Offices
Nasser Al-Kharafi Managing Director kaksteel@qualitynet.net 481 7289 Kharafi National W.L.L. Family Offices
Charles Feeney   info@kpcom.com 12125936100 Kibble & Prentice Family Office Family Offices
Gemma Leddy, Finance   info@kierglobal.com 212.247.4590 Kier Global LLC Family Offices
Ralph W Babb Jr   rbabb@kilimanjaropartners.com 18009252160 Kilimanjaro Partners Family Offices
Jacqueline Born     13122361166 Kimmel Family Office Family Offices
Henry A Feldman Jr     13122361166 Kingdom Capital Family Offices
H. Alex Vance Jr     18607611041 Kinship Trust Company LLC Family Offices
Dwight Corning     16173382656 Kissinger Family Office Family Offices
Phil Fontana   phil@kkpgroup.com (847) 328-2383 KKP Group LLC – Family Office Family Offices
A. Gary Klesch Chairman and Founder info@klesch.com 44 (0) 20 7493 4300 Klesch & Company Limited Family Offices
John A Couri     12034380684 Kling & Partners Family Offices
Sean J Figueroa   sean.figueroa@klingenstein.com 14154892100 Klingenstein Fields & Company Family Offices
David T Chase     18605491674 Koch Industries Inc – Koc Family Office Family Offices
      (310) 806-4000 Kochis Fitz/Quintile Family Offices
Thomas R Devlin     13166341800 Koerner Capital Family Offices
Terri S. Chernick Chief Investment Officer info@thekofflergroup.com [805] 965-0775 Koffler Group Family Offices
Barbara Dobkin     12123977140 Kohlberg & Company Family Offices
Neal F Triplett   ntriplett@kozlaw.com 19196689995 Kozusko Harris Vetter Wareh LLP Family Offices
Pierre Wildman   pwildman@kpljventures.com (650) 617-6532 KPLJ Ventures, LLC Family Offices
Ravin Agrawal   info@sharedfamilyoffice.com 13102096160 Krieger Ruderman & Co Family Office Family Offices
Arnold Krueger Managing Director info@krueger-family-office.de 02241 / 88 12 88 0 Kruger Family Office GmbH Family Offices
Charles Krusen, CIO   charles.krusen@verizon.net (646) 708-9395 Krusen Family Partners Family Offices
Al Ayyar Faisal, Managing Director     (965) 805-885 Kuwait Projects Company Family Offices
Fred Edge     17246286677 Kynikos Associates LP Family Offices
Edwin Cox     12142203636 Lachman Partnership Family Offices
Philip Aitken Managing Director philip@laddent.com 619-270-8020 Laddent Group Family Offices
Mark Hanely   mark@lpcapital.net (203) 292-9141 Laguna Partners LLC Family Offices
Jeffery Vincent Chief Executive Officer and President Vincent@lairdnorton.com (888) 821-8210 Laird Norton Co. LLC Family Offices
Bob Moser Chief Client Service Officer and President r.moser@lntyee.com 206.464.5237 Laird Norton Trust Company Family Offices
Edward Lampert     12038615870 Lakeside Capital Management – Family Office Family Offices
William N Wood     13124199500 Lakeview Capital Management Family Offices
Trip Samson, Managing Director   tsamson@lmai.com 212.991.9027 Landmark Associates Inc. Family Offices
Ruth Kennedy Sudduth / Michelle McKenna   rsudduth@landvest.com 2123446400 / 617.357.0438 LandVest Family Offices
Michael C. Lantz Founder/CEO mike@lantzwp.com 702-497-9649 Lantz Wealth Partners Family Offices
G. Beckwith Gilbert     12036298757 LaSalle Investment Management Family Offices
Robert W Gottesman     12127563300 Lassus Wherley Family Office Family Offices
David Lau President dlau@lau-lau.com 302.792.5955 Lau Associates LLC Family Offices
Charles de Gunzburg     12126884010 Laurus Capital Management Family Offices
Phillip Fisher     13138718000 Lawrence Investments LLC Family Offices
Larry Flinn Jr     12038691100 LB Capital Management LLC Family Offices
Floyd Hall     19737467744 LBJ Holding Company Family Offices
James Litchfield investment management specialist enquiries@lcmwealth.co.uk 44 (0)161 776 4776 LCM Wealth Management Limited Family Offices
David Alexandre Dana CEO info@ldbp.ch 41 22 737 33 55 LDB & Partners Family Offices
Maurice J Gallagher Jr     17022564332 Leavitt Capital Management Family Offices
Cathal FitzGerald Managing Director cathalfitzgerald@lebruinprivate.com (+353) 1 281 5250 LeBruin Private Ltd Family Offices
Theodore J Forstmann   tforstmann@leefin.com 12123555656 Lee Financial Corporation Family Offices
Tammy Surratt President tsurratt@legacyfamilyoffice.com 239-261-9612 Legacy Family Office, LLC Family Offices
Denis Kleinfeld     13053586541 Legacy Private Wealth Management Family Offices
Gary Carrai   gary.carrai@fortigent.com (301) 816-1201 Legacy Trust Company Family Offices
Daniel M Carney     13166835150 Legacy Wealth Group Family Offices
Steven Holdsworth Director Client Services & Financial Planning legacy@legacywealth.com (901) 758 9006 Legacy Wealth Management Family Offices
Al Gore   legend@legend-financial.com 12027857400 Legend Financial Advisors Family Offices
Amanda E. Agati Investment Research Analyst   877.534.4627 Legg Mason Investment Counsel Family Offices
G. Louis Graziadio III     13102650455 Lender Management LLC Family Offices
David Cohen     17138778330 Lenfest Group Family Offices
Howard Gottlieb     18478643349 Lenox Wealth Management Family Offices
Robert G Goelet     12125889555 Leonard Wealth Management Family Offices
Keith R Gollust   marketing@leonettiassoc.com 12127587220 Leonetti & Associates Family Offices
Christopher B Galvin     13129200500 Leprino Family Office Family Offices
Gordon Gund     16099213633 Les Sacks Investments Family Offices
Michael Schulman     19497604300 Leslie Ventures Co Family Offices
James Regan     12127521600 Levy Family Partners Family Offices
Leonard Stern   Leonard@lexingtonfamilyoffice.com 12123083336 Lexington Family Office Services Family Offices
Kalle Norberg Director lfs@lfs.eu.com 00352 2611 9888 LFS Multi Family Office S.A. Family Offices
A. Brand Director abrand@lhfin.com 212-586-8224 ext 102 LH Financial Family Offices
Philip N Heselton     19735969333 Liberty Global Partners Family Offices
Jeff Eisfelder   jeff@lidoadvisors.com (310) 278-8232 x 101 Lido Advisors, Inc. Family Offices
Courtlandt B Ault   cault@lidoconsulting.com 17708833973 Lido Consulting, Inc. Family Offices
Charles E Taylor     14048735411 Lightyear Capital Family Offices
Randall D Hubbard     17607736644 Lincoln Holdings LLC Family Offices