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What are the top 5 family office list providers in 2025?
What are the top 5 family office list providers in 2025?

What are the top 5 family office list providers in 2025?

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For professionals seeking to connect with family offices, selecting the right database provider is crucial. Below is an overview of some leading providers, outlining their strengths and potential limitations.

1. familyofficehub.io

FamilyOfficeHub.io is a Munich-based platform offering high-quality databases of single and multi-family offices globally. Their lists are meticulously curated and regularly updated, providing valuable insights for fundraising, sales, and market research efforts.

  • ✅ High-quality global single and multi family office lists
  • ❌ Bound to GDPR, hence provides general contact details, but offers a 5-step guide to finding personal family office CEO email addresses.

2. FamilyOfficeAccess.com

FamilyOfficeAccess.com provides a comprehensive global family office list with over 7,750 verified contacts. Their subscription service offers finely curated, validated, and frequently updated contact information, including direct phone numbers, addresses, emails, and LinkedIn profiles.

  • ✅ Comprehensive global family office list with over 7,750 verified contacts.
  • ❌ Requires subscription service with high costs.

3. SWFI (Sovereign Wealth Fund Institute)

SWFI offers free content on family office rankings, providing access to over 847 family office profiles from various regions. Their platform includes information on assets under management, transactions, and contact details.

  • ✅ Provides free content on family office rankings.
  • ❌ Some information may be outdated.

4. Dakota.com

Dakota.com offers a comprehensive and real-time database of over 2,000 family offices. Their platform is built by fundraisers for fundraisers, providing accurate and up-to-date information to simplify the fundraising process.

  • ✅ Offers free top 10 rankings.
  • ❌ Information may be misleading due to a lack of clear distinction between single-family offices (SFOs) and multi-family offices (MFOs); often contains incorrect AUM data.

5. Axial.net

Axial.net is a private deal network serving professionals who own, advise, and invest in North American lower middle market companies. Their platform facilitates the discovery and execution of transactions, including those involving family offices.

  • ✅ Provides some free access to family office information.
  • ❌ Free preview may include unproven family offices.

Choosing the right provider depends on your specific needs, budget, and the level of detail required. Always consider the pros and cons to select the most suitable database for your objectives.

Picture source: Valentin, Unsplash

Madison River Capital Launches $370 Million Private Equity Fund Backed by Tony James Family Office

Madison River Capital Launches $370 Million Private Equity Fund Backed by Tony James Family Office

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Madison River Capital, a private equity firm launched as a spinout from the family office of Blackstone Inc. veteran Tony James, has raised approximately $370 million for its debut fund. The fund targets buyout investments in small to mid-sized U.S. companies operating in the healthcare, industrials, and business services sectors.

Anchor Investment and Firm Background

The fund’s anchor investment of around $60 million came from Tony James, the former Chief Operating Officer of Blackstone. Madison River Capital was founded by David Wittels, who previously served as President of James’s family office, Jefferson River Capital. Wittels led the spinout of Madison River in early 2022. James continues to be involved indirectly, with his capital still managed through the firm.

The new fund marks a shift in the deployment of private capital for James, who stepped back from Blackstone in 2022 after a nearly two-decade tenure. Madison River also continues to manage some private equity assets on behalf of Jefferson River Capital.

Investment Activity and Strategy

Madison River made its first public investment in Senior Care Therapy, a healthcare services provider, in early 2024. It later disclosed a $70 million equity investment in JDC Power Systems, a company supplying technical services and infrastructure to data centers. These deals reflect the firm’s strategy of targeting lower middle-market transactions, where it sees favorable pricing dynamics due to a gap between capital supply and demand.

As of 2025, Madison River Capital manages over $1 billion in assets, according to regulatory filings. The firm currently employs about a dozen staff and is planning to expand its investment team further.

Source: CrainCurrency, 20.05.2025

What are the five top family office blogs in 2025?
What are the five top family office blogs in 2025?

What are the five top family office blogs in 2025?

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Family offices continue to seek reliable insights and up-to-date analysis in a rapidly evolving financial environment. These five blogs stand out in 2025 as the go-to sources for anyone involved with or advising family offices.

1. Familyofficehub.io Blog

The Familyofficehub.io Blog is the standout leader in family office content this year. With an exceptionally fast and accurate research team, the platform often beats mainstream publications to key developments. Their insider perspective into global single family offices makes it a must-read for professionals and families alike. Expect deep market intelligence, verified family office profiles, and strategic commentary. Offers a newsletter and LinedIn page.

2. Family Wealth Report

Focused on North American and global wealth markets, Family Wealth Report delivers news, research, and expert opinion from top family office practitioners. It stands out for its timely updates and high editorial standards, especially in areas such as investment strategy, regulatory developments, and wealth transfer.

3. Family Office Magazine

This digital and print publication compiles insights from a global contributor base, offering valuable perspectives on investment trends, technology, and multi-generational planning relevant to family office leaders. Unfortunately, high share of advertorial content and ads, and not a blog-like publication.

4. Family Capital

Family Capital delivers intelligent reporting on family businesses and family offices with a focus on private capital and governance trends. It combines news, research, and commentary with a distinctly international outlook. Some content behind a paywall.

5. AndSimple

AndSimple offers accessible yet insightful content aimed at helping family offices simplify operations, understand technology trends, and explore service providers. It is especially helpful for those establishing or modernizing their family office setup with clear, well-organized insights and tool comparisons. Good content, but also often hidden behind paywalls.

Furthermore, we also note that CrainCurrency offers high-quality family office content.

Picture source: Dorian Mongel, Unsplash, 20.05.2025

Japanese Family Office Takes Over Venture Capital Fund
Japanese Family Office Takes Over Venture Capital Fund

Japanese Family Office Takes Over Venture Capital Fund

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In a significant shift in the venture capital landscape, veteran private equity executive Pierre Mauriès has merged his Tokyo-based investment fund, Nemesis Technologies Capital Partners, into his family office, PM Enterprise. The integration ensures that Nemesis Technologies, a venture capital fund focused on DeepTech investments, remains a core part of PM Enterprise’s strategic vision.

Takeover of Nemesis Technologies

Founded in 2022, Japanese venture capital fund Nemesis Technologies has been dedicated to funding cutting-edge companies in clean energy, health tech, and network infrastructure and connectivity. With the merger, the fund is now fully incorporated into PM Enterprise, a single-family office based in Japan. This move aligns with Mauriès’ long-term investment strategy, leveraging the family office’s resources to further propel the growth and impact of Nemesis Technologies.

Pierre Mauriès announced the transition in a LinkedIn post, emphasizing that Nemesis Technologies’ identity and mission remain intact. “Now fully part of PM Enterprise, Nemesis’ legacy, vision and name remain unchanged, ensuring continuity and building upon the strong foundation we’ve established,” he stated. “As our family’s DeepTech investment arm, Nemesis Technologies, together with PM Enterprise, is poised to continue driving innovation and creating value in the dynamic landscape of the Land of the Rising Sun, our cherished home.”

Mauries family office PM Enterprises

Before founding Nemesis Technologies, Mauriès held leadership roles in some of the world’s most prestigious financial firms. He previously served as an investment strategy executive at the Carlyle Group and as the private equity technology director at PwC. His extensive experience in investment strategy and private equity positions him well to lead Nemesis Technologies under the PM Enterprise umbrella.

Picture Source: Getty Images, Unsplash+

Article source: Craincurrency

How Spanish Family Offices Invested in Clave Capital's Fund
How Spanish Family Offices Invested in Clave Capital’s Fund

How Spanish Family Offices Invested in Clave Capital’s Fund

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Table of Contents

Introduction

Clave Capital, a Spanish venture capital firm, has successfully reached a first close of around €50 million for its Clave Innohealth fund. This fund is focused on investing in startups and innovative projects in the healthcare sector, attracting commitments from various investors, including Spanish family offices.

Clave Innohealth Fund Overview

The Clave Innohealth fund aims to raise €65 million, with a hard cap set at €80 million. The fund has secured commitments from CDTI (through its Innvierte program), family offices linked to the health sector, pharmaceutical laboratories, financial investors, and academic institutions.

As a CNMV-regulated fund, it is targeted at professional investors, including industrial groups, corporate ventures, funds of funds, and family offices. Fundraising efforts will continue until the target size is met.

Investment Strategy

The fund aims to invest in around 30 companies, ranging from early-stage startups to Series A financing rounds. Initial investments are expected to be between €500k and €1 million, with potential follow-on investments reaching up to €3 million per project.

Key focus areas include Medtech, Digital Health, Health-Nutrition, and Biotech. With the first close completed, the fund is now operational and actively seeking investment opportunities in these sectors.

First Investments

Clave Capital has already made its first investment from the Clave Innohealth fund by leading a financing round in Innitius, a startup focused on improving diagnostics for women’s health. Innitius is currently conducting clinical trials for its AI-powered diagnostic tool, FineBirth, designed to help gynecologists make more accurate decisions about premature birth diagnoses.

Clave Capital’s Investment in Genbioma

In addition to its investments through the Clave Innohealth fund, Clave Capital has also supported Genbioma, a biotech startup from Navarra, with an investment of €525,000. This investment was made through the funds UN I+D+i Tech Transfer, Navarra Tech Transfer, and the WA4STEAM investor network.

The funding will be used for new clinical trials, expanding Genbioma’s business structure, and commercializing its postbiotic product, pA1c®HI. This patented postbiotic helps balance gut microbiota and improve glucose and lipid metabolism in people with diabetes and obesity. The company has also developed a nutritional supplement, Reglubetic® H1, based on this innovation.

Clave Capital sees this investment as part of its broader commitment to the eHealth sector, supporting promising scientific and commercial projects. Santiago Lozano, director of funds at Clave Capital, emphasized the significance of Genbioma’s early results and its potential impact on the food and pharmaceutical industries.

Conclusion

Clave Capital continues to strengthen its presence in the healthcare sector through its Clave Innohealth fund and targeted investments like Genbioma. With substantial backing from Spanish family offices and institutional investors, the fund is well-positioned to support groundbreaking innovations in Medtech, Digital Health, and Biotech, shaping the future of the healthcare industry.

Picture Source: Ahmed, Unsplash+ (19.02.2025)

Source: EU Startups

Deal Source: El Referente

Balancing Traditional and Alternative Investments: Family Office Perspectives
Balancing Traditional and Alternative Investments: Family Office Perspectives

Balancing Traditional and Alternative Investments: Family Office Perspectives

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Family offices are increasingly diversifying their portfolios, balancing traditional asset classes like equities and fixed income with alternative investments such as private equity, real estate, and venture capital. This trend is driven by the need to achieve long-term growth, reduce portfolio volatility, and align investments with macroeconomic trends and innovation in sectors such as climate technology.

Case Study: BESEN Family Office and Climate Tech Ventures

The Melbourne-based single-family office of Daniel Besen has recently committed to Climate Tech Partners as an anchor investor. Climate Tech Partners is a venture capital fund focused on early-stage investments in energy, transport, logistics, and industrials, with a mission to accelerate decarbonization through innovative software and hardware solutions.

Founded by Patrick Sieb and Tom Kline, Climate Tech Partners leverages the founders’ experience in corporate, startup, and government sectors to attract corporate partners and high-potential investment opportunities. The fund is nearing its first close, with commitments exceeding $35 million of its $45 million target.

After evaluating over 30 potential managers, the BESEN family office chose Climate Tech Partners for its differentiated model that de-risks venture investing by partnering with large corporates to identify demand-driven opportunities. This approach helps accelerate portfolio companies through corporate trials and contracts.

Duncan Murray, CEO of BESEN Family Office, emphasized, “Climate technology is driven by significant macroeconomic factors and aligns well with long-term trends such as energy security and domestic manufacturing.” The partnership with Climate Tech Partners provides the family office with an opportunity to diversify its venture-stage investments and gain exposure to emerging technologies.

Additional BESEN Investments

In addition to its investment in Climate Tech Partners, BESEN Family Office has participated in several other investments. In 2022, BESEN served as the lead investor in the acquisition of the Sydney-based babywear brand Snuggle Hunny Kids, a transaction led by Julie Mathers, founder of Flora & Fauna, in collaboration with Arcus Partners. More recently, in 2024, Arcus Partners acquired a majority stake in Australian AdTech software firm Sesimi on behalf of BESEN.

German Family Office Focus: Reimann Investors

Reimann Investors, a German family office, takes a structured and academically driven approach to capital market investments. The family office’s primary goal is to preserve and increase the family’s wealth over the long term by actively managing a diversified portfolio.

Investment Philosophy and Process

The Reimann approach combines top-down macroeconomic analysis with bottom-up selection strategies. The family office’s Investment Committee regularly makes decisions on asset class allocation based on comprehensive technical and macroeconomic analysis of global markets.

  • Top-Down Allocation: The committee determines the overall weighting of asset classes.
  • Bottom-Up Selection: Investments within each asset class are selected using quantitatively driven strategies.
  • Holistic Risk Management: Risks are managed both at the portfolio and individual investment levels.

What Sets Reimann Investors Apart

The Reimann team is known for combining academic expertise with practical experience. Customized models and tools ensure their process remains adaptable to changing market conditions. Their diversified portfolio includes international equities, bonds, commodities, precious metals, and liquid alternative investments, with targeted use of derivatives to manage risk.

“Our goal is to achieve stable long-term performance while maintaining the flexibility to respond to dynamic market conditions,” explains a Reimann executive. This active approach allows the family office to protect and grow the family’s assets in a rapidly changing global environment.

Conclusion

Balancing traditional and alternative investments is crucial for family offices aiming for long-term success. While BESEN focuses on venture capital and innovative climate technology, Reimann Investors prioritizes a disciplined, research-driven approach to capital markets. Both strategies highlight the importance of diversification, risk management, and alignment with global trends in the family office investment landscape.

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Why Family Offices Are Turning to Active Management Strategies
Why Family Offices Are Turning to Active Management Strategies

Why Family Offices Are Turning to Active Management Strategies

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Table of Contents

Introduction

As global economic uncertainty and market volatility persist, family offices are increasingly reevaluating their investment approaches. In 2025, active management is emerging as a crucial strategy for achieving robust portfolio diversification. Unlike passive investing, active management offers family offices the flexibility and agility needed to respond to rapid changes in market dynamics, enabling them to better safeguard their wealth across generations.

Case Studies: FGTC Investment and Weybourne

The transformation of Do Investment into FGTC Investment exemplifies the increasing role of active management within family offices. Formerly a single-family office for the Dornier family, FGTC Investment now operates under the Viessmann Generations Group. This transition highlights the importance of aligning investment strategies with long-term family goals. FGTC Investment’s emphasis on liquid portfolio management and sustainable growth underscores the value of active management in navigating modern financial landscapes.

Similarly, Weybourne, the family office of James Dyson, demonstrates the advantages of active management. Under Jane Simpson’s leadership as Chief Investment Officer, Weybourne has expanded its focus on hedge funds, venture capital, and real estate. The office’s ability to adapt its strategies, such as acquiring prime real estate like 126-127 New Bond Street in London, showcases how active management can capitalize on emerging opportunities.

Benefits of Active Management for Family Offices

Active management provides several benefits that are particularly relevant for family offices. These include:

  • Customized Solutions: Active management allows for tailored investment strategies that align with a family’s unique goals and values.
  • Enhanced Risk Management: By closely monitoring market conditions, active managers can adjust portfolios to mitigate risks effectively.
  • Access to Niche Opportunities: Active management facilitates investments in specialized sectors such as venture capital and private equity.

For families like the Viessmanns and Dysons, these benefits are essential for preserving wealth while driving innovation and sustainability.

Active Management Strategies in 2025

In 2025, successful family offices are employing diverse strategies to maximize the benefits of active management. These strategies include:

  • Allocating to alternative investments such as private equity and venture capital to achieve higher returns.
  • Integrating ESG criteria into investment decisions to meet both ethical and financial objectives.
  • Leveraging data analytics and AI-driven tools for more informed decision-making.

By embracing these approaches, family offices can enhance their portfolios’ resilience and long-term performance.

Executive Summary

In 2025, the shift towards active management reflects the evolving priorities of family offices. By focusing on tailored strategies, enhanced risk management, and access to niche opportunities, active management enables families to navigate complex markets while preserving and growing their wealth. Examples like FGTC Investment and Weybourne illustrate how active management aligns with long-term goals, providing flexibility and resilience in an unpredictable world. As market dynamics continue to evolve, active management is set to play an integral role in portfolio diversification and wealth preservation for family offices worldwide.

The Rise of Sustainability and Impact Investing in Family Offices
The Rise of Sustainability and Impact Investing in Family Offices

The Rise of Sustainability and Impact Investing in Family Offices

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Table of Contents

Introduction

Sustainability and impact investing are becoming central themes in family offices worldwide. The focus is shifting from traditional financial returns to creating long-term environmental and social impact. This article explores key strategies and real-world examples that demonstrate how family offices are making a difference.

Why Sustainability Matters

Global challenges such as climate change, resource depletion, and social inequality are compelling family offices to rethink their investment approaches. By aligning financial goals with sustainable practices, these institutions can contribute to a better future while safeguarding their portfolios against emerging risks.

Family Office Strategies

Family offices pursue the following strategies in the sustainability field:

Hiring Experts in Sustainability

The family office of Google co-founder Sergey Brin has taken a significant step by hiring Rachel Teo, a former sustainability lead at Singapore’s GIC Pte, to oversee green investments. This move reflects the increasing demand for experienced professionals to guide family offices in identifying and managing sustainable opportunities.

Investing in Green Technologies

Family offices are backing innovations in renewable energy, waste management, and sustainable agriculture. FIGR Ventures, for instance, invests in early-stage businesses that drive positive environmental and social change. Their focus includes alternatives to harmful consumer goods, tools for sustainable choices, and solutions addressing critical issues like education and healthcare.

Impact-Focused Funds

Impact funds are a growing trend among family offices. The Althelia Sustainable Ocean Fund and Ocean 14 Capital are examples of initiatives that support the blue economy. These funds target investments in areas such as ocean conservation, sustainable fisheries, and reducing plastic waste, aligning with UN Sustainable Development Goal 14.

Supporting Blue Economy Initiatives

With the blue economy valued at $24 trillion, family offices are leveraging opportunities in this sector to promote sustainability. Investments in mangrove restoration, offshore wind production, and decarbonizing shipping have demonstrated high returns. For example, Belize’s blue bond initiative reduced debt while funding marine conservation efforts.

Case Studies

Case Study 1: Bayshore Global Management, the family office of Sergey Brin, has expanded its focus on green investments by establishing a sustainability team in Singapore. This strategic move is expected to drive impactful investments in Asia and beyond.

Case Study 2: FIGR Ventures, backed by a UK-based family office, is investing in startups that aim to change consumer behavior towards sustainability. Their targeted approach ensures high engagement with founders and scalable impact-driven outcomes.

Case Study 3: Ocean-focused funds like the Althelia Sustainable Ocean Fund have attracted investments from European institutions and private investors to tackle ocean plastic pollution and promote sustainable aquaculture.

Executive Summary

The rise of sustainability and impact investing in family offices underscores the importance of aligning financial goals with environmental and social outcomes. Strategies such as hiring sustainability experts, investing in green technologies, and supporting blue economy initiatives are proving effective. These approaches not only ensure resilience but also create a lasting legacy of positive impact.

Picture source: Jonny Gios (Unsplash+)

How Family Offices Are Adapting to Geopolitical Risks in 2025
How Family Offices Are Adapting to Geopolitical Risks in 2025

How Family Offices Are Adapting to Geopolitical Risks in 2025

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Table of Contents

Introduction

Geopolitical risks in 2025 are more interconnected than ever, with rapid changes in global alliances, economic policies, and technological advancements. Family offices, which manage significant wealth across generations, must adapt to protect their investments and pursue growth. This article provides practical, actionable strategies to address these challenges effectively.

Understanding Geopolitical Risks

Geopolitical risks include political instability, trade restrictions, sanctions, and conflicts that can disrupt global markets. The increasing interdependence of economies amplifies the impact of these risks, requiring family offices to adopt a nuanced and dynamic approach.

Key Adaptation Strategies

Diversified Investment Portfolios

Family offices are broadening their portfolios to include assets that are less sensitive to geopolitical disruptions. For example, investing in sectors like healthcare, technology, and renewable energy offers resilience. Additionally, shifting towards global investments mitigates over-reliance on any single region.

Regional Risk Analysis

Analyzing the specific risks associated with different regions is critical. Family offices are deploying geopolitical risk assessment tools to evaluate factors such as regulatory stability, economic outlook, and security issues. This ensures informed decisions about where to allocate resources.

Emphasis on Digital Assets

Digital assets like cryptocurrencies and blockchain-based investments are gaining traction due to their decentralized nature. These assets can provide a hedge against traditional financial systems that may be affected by geopolitical tensions. Family offices are incorporating these into their portfolios while ensuring compliance with emerging regulations. Also Citibank stated in a recent report that more and more family offices are eyeing crypto investments.

Building Global Networks

Establishing relationships with international advisors, financial institutions, and local experts helps family offices remain agile. By leveraging these networks, they can respond quickly to geopolitical changes and identify opportunities in emerging markets. This can also include opening offices all around the globe. For instance, the Sergey Brin family office opened an office in Singapore for its global diversification.

Case Studies

Case Study 1: A family office in North America collaborated with geopolitical analysts to navigate U.S.-China trade tensions. By diversifying its investments into Southeast Asia, the office mitigated exposure to tariffs and gained access to growing markets.

Case Study 2: A European family office pivoted towards green bonds and renewable energy projects in response to geopolitical concerns over energy security. This move not only reduced risks but also aligned with sustainable investment goals.

Conclusion

Geopolitical risks in 2025 present challenges but also opportunities for family offices. By diversifying portfolios, employing regional risk analysis, embracing digital assets, and leveraging global networks, family offices can not only safeguard their wealth but also position themselves for long-term growth in an uncertain world.

Executive Summary

In an era of escalating geopolitical risks, family offices must adopt comprehensive strategies to protect their investments. This includes diversifying portfolios, analyzing regional risks, integrating digital assets, and building robust global networks. These measures enable family offices to navigate uncertainties and capitalize on emerging opportunities for sustainable growth.

Picture source: Getty Images, Unsplash+

Family Office Debt Structure for Real Estate Deals: An Alabama Case Study

Family Office Debt Structure for Real Estate Deals: An Alabama Case Study

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Family offices often engage in real estate investments to diversify their portfolios and generate stable, long-term returns. These ventures frequently require external financing to optimize capital efficiency and manage risk exposure. This case study examines the debt structure employed by Hillcrest Acquisitions, a New York-based family office, in a recent multifamily development project in Alabama.

Case Study Overview: The Gabriel in Huntsville, Alabama

Hillcrest Acquisitions secured a $49.5 million loan from 3650 REIT (a leading US real estate investor) to finance the construction of The Gabriel, a 288-unit residential community in Madison, Alabama, a submarket of Huntsville. Marc Tropp, senior managing director at Eastern Union Funding, facilitated this three-year loan, arranged through 3650 REIT’s Bridge and Event Driven investment platform.

Construction of The Gabriel began in the third quarter of 2022 and is expected to be completed by July 2024. The gated community will feature 10 three-story, garden-style apartment buildings, enhanced amenities such as a swimming pool, playground, and electric vehicle charging stations, as well as 520 parking spaces.

Why Family Offices Use Debt for Real Estate

Family offices often seek loans for real estate development to achieve several objectives:

  • Capital Preservation: Leveraging debt allows family offices to preserve their equity while still participating in lucrative opportunities.
  • Risk Mitigation: Sharing project costs with lenders helps mitigate financial risks, especially in large-scale developments.
  • Project Viability: Access to reliable financing ensures the uninterrupted progress of projects, even during challenging market conditions.

3650 REIT’s Role in the Financing

Hillcrest Acquisitions selected 3650 REIT for its ability to provide a fully capitalized debt structure and expertise in servicing mid-construction loans. This collaboration reflects the adaptability of 3650 REIT, which continues to provide funding solutions despite broader market slowdowns. According to Jonathan Roth, co-founder and managing partner of 3650 REIT, the Huntsville area’s growing defense and STEM employment sectors make it a promising location for multifamily investments.

3650 REIT’s Bridge and Event Driven platform has facilitated several similar loans. In the first quarter alone, the platform closed seven loans totaling $240 million across various asset classes. This robust activity demonstrates its role as a dependable financing partner for real estate developers.