family-office
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The Rudin Group Put the Lighthouse Out of Work
April Rudin built a consultancy around a small, stubborn observation: rich people are still people, and financial brands should stop talking to them like marble buildings. The result is a specialist firm that turns technical expertise into language clients might remember.
Scott Wood Plays the Long Game
He built a wealth advisory firm around fewer conflicts, longer relationships and a patient idea he calls decading. Twenty-five years on, Scott Wood is still asking what lasts.
David Bull Wants to Turn the Family Fortune Into a Family Business
The Ark Financial founder has a simple diagnosis for entrepreneurial wealth: the experts may all be competent, but nobody owns the seams. His answer is an operating system for the business of the family.
Rob Nelson Built a Wealth Firm Around the Work Between the Work
For three decades, the NorthRock founder has followed one practical question: what keeps becoming the client’s problem after the experts leave the room? His answer became a financial firm built around coordination, continuity and generosity.
David Sternberg Built a Wealth Firm Around the Risk Nobody Else Wanted to See
A surprise visit to the CBOE turned a real-estate graduate into a floor trader called Beast. Four decades later, the habit that defined David Sternberg's career remains disarmingly simple: prepare for the day nobody expects.
Newport Put the Family Balance Sheet Before the Portfolio - and Turned Private Markets Into a $6 Billion Pitch
Most wealth firms begin with a portfolio. Newport begins with the family - then builds an endowment-style mix of public and private assets around the life that money is supposed to fund.
NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination
Wealth creates options - and an absurd amount of administrative work. NorthRock's bet is that affluent clients will pay one team to make the investment manager, CPA, estate lawyer, insurance adviser and philanthropy plan behave like one system.
Ark Financial Wants to Be the COO of Your Family Money - But the Model Comes With Homework
The Austin firm turned a rich-family institution into an operating system for entrepreneurs. Its cleverest product is coordination - and its most useful lesson is that even a coordinator must be audited.
The $6 Billion RIA Built to Make Complicated Money Feel Boring
Ashton Thomas sells a scarce luxury: one coordinated view of a wealthy family’s messy financial life. Its post-2023 expansion shows how a regional adviser can add offices, specialists and assets without sanding away the local teams clients hired in the first place.
The Richmond Firm That Manages $4.9 Billion by Managing Memory
A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.
The Chicago Firm That Sold Wall Street's Playbook to Families Who Aren't Endowments
Two Chicago traders spent a decade turning hedge-fund tactics into a wealth business for families who aren't endowments. In 2026 they sold it - $5.6 billion later.
The Most Valuable Thing in the Room Is Not the Money
Family Office Forum is building a private-capital network around a scarce commodity: trust. Its mix of invitation-only rooms, founder showcases, cultural programming and year-round media shows how an events business can become a relationship marketplace.
The Family Office That Treats Capital Like a Contact Sport
Wasson Enterprise is a 16-person family office with an operator's reflex: write the check, open the network, then help with the awkward work of growing. Its portfolio stretches from pharmacy automation to recycled plastic, but the common product is practical leverage.
Greater Sum Ventures Built a Private Equity Machine With No Fund Clock
The Knoxville firm turned one church-software roll-up into a repeatable playbook for buying, combining and operating unglamorous but essential software - without the forced exit date of a conventional fund.
The Private Bank That Still Thinks Like a Family Office
Banque Heritage began by managing one family’s fortune. Forty years later, that origin has become its pitch to other families navigating portfolios, businesses and succession across borders.
The Man Who Sold Two Drinks to Coca-Cola Is Now Buying Snacks, Sneakers and a Football League
Mike Repole spent two decades turning drinks into billion-dollar exits for Coca-Cola. Impact Capital is where he does it again - this time as the buyer, backing snack brands, Tom Brady's wellness empire and a football league.
The Anti-Private-Equity Home for Accounting Firms That Refuse to Lose Their Name
Backed by patient family-office money, this Utah firm partners with small CPA shops across the Intermountain West - and stakes its pitch on the one thing private equity usually takes away: the name on the door.
The Billionaire Quietly Rebuilding Charleston, One Hotel and Tennis Court at a Time
Ben Navarro made his fortune lending to Americans the banks turned away. Now his family office is spending it on hotels, tennis stadiums and schools in one Southern city - and treating Charleston itself as the portfolio.
The Private Equity Firm That Still Thinks Like a Sawmill
Jones Capital grew out of a one-site Mississippi sawmill, then turned seven decades of operating lessons into a private-capital playbook. Its pitch to founders is unusually plain: patient money, practical help and no predetermined exit clock.
The Pritzker Family Turned One Buddhist Parable Into a $190M Venture Fund
One family office. One $190 million fund. A portfolio that already includes two unicorns - and a name borrowed from an ancient story about a pilgrim who needed 53 teachers to figure things out.
The Firm That Buys the Companies Nobody Puts on a T-Shirt
In Rye, New York, a former Blackstone dealmaker built a private equity firm around a contrarian bet: the least glamorous companies in America - the ones that make labels, insulation, and water pumps - are where the returns hide.
The Family Office That Would Rather Run the Company Than Just Fund It
Rudy Larsen skipped college, started a lawn-care crew in 2006, and turned it into a Utah family office that now buys, builds, and runs a portfolio of service and tech companies. The pitch is unusual for money managers: they would rather be in the truck than in the boardroom.
The Company Behind the Clinic Boom
ICBD does not simply write checks. It lends young companies an operating system - and ABA Centers' rapid expansion shows both the appeal and the pressure of that model.
The Cardiologist Who Turned a Single Hotel Into a $3.7 Billion Portfolio
A practicing heart doctor built Encore Enterprises into a diversified real estate and private equity firm that develops apartments, runs emergency rooms and manages dental clinics - all from one office off the Dallas Parkway.
The Family Office Building an Operating System for Main Street Arkansas
FoxDen Capital is assembling an unusually tactile portfolio - pediatric therapy, thin-crust pizza, truck parking software and drum motors - around one idea: patient capital works better when the investor knows how the business actually runs.
Inside the Tennessee Family Office Quietly Building a Portfolio of Unsexy Companies
The Providence Groups turned a long-term-care operator in White House, Tennessee into a ten-company family office that bets on septic pumping, nurse staffing, and construction - the businesses nobody posts about.
Bernstein Private Wealth Management
A research house that started by publishing uncomfortable truths now spends its days on the harder question wealthy families rarely say out loud: who gets it, and will the money outlast the people who made it.
UBS
How a 163-year-old Swiss bank became the world's largest wealth manager - by absorbing the rival that nearly took the whole system down with it.
Oppenheimer & Co. Inc.
A 140-year-old Wall Street house that never grew into a giant - and turned staying mid-sized into the whole pitch.
Northern Trust
Northern Trust is the 137-year-old Chicago institution most people never see. Behind the quiet name sits a global machine safeguarding, administering or managing trillions for pensions, fund managers and wealthy families.