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Posted in Guides

Impact Investing: How Family Offices Transform Wealth into Purpose and Profit

How are Family Offices reshaping wealth to create meaningful change? As $84 trillion transitions from baby boomers to millennials and Gen Z, Family Offices are at the forefront of merging financial success with purpose-driven initiatives. The rapidly expanding impact investing market, now exceeding $1.164 trillion globally, highlights how Family Offices are aligning profit with purpose, transforming wealth into a tool for systemic change.

Posted in Case Studies

Steady Capital

Meticulous. Venerable. Influential. These are just a few of the words that those who know Ian Gragtmans and Min Suh say have characterized the founders of Steady Capital on their multi-decade commercial real estate (CRE) odyssey. With a comprehensive depth of knowledge in the North American industrial, multi-family,...

Posted in News

Understanding Family Office Structures

Understanding family office structures is crucial for high-net-worth families seeking effective wealth management solutions. A family office is a privately held company that handles investment and wealth management for one or a few ultra-high-net families that typically have over $100 million in investable assets. These offices exist to...

Posted in News

Understanding Family Office Structures

Understanding family office structures is crucial for high-net-worth families seeking effective wealth management solutions. A family office is a privately held company that handles investment and wealth management for one or a few ultra-high-net families that typically have over $100 million in investable assets. These offices exist to...

Posted in Case Studies

How Verdant Frontiers Streamlined its Fundraising Processes

With a three-pronged approach focused on real estate, agriculture, and Africa’s booming tech sector, Verdant Frontiers works to create sustainable, life-changing jobs while generating compelling investment returns. Verdant Frontiers recently turned to Family Office List to help expand its fundraising base and improve fundraising efficiency. Successful Outcomes “We...

Posted in Case Studies

How Worth Avenue Yachts Scaled Prospecting in the U.S.

Worth Avenue Yachts is a premier yacht brokerage firm that goes beyond selling and listing boats. “One of the other things that we do as yacht brokers is that we act as consultants,” explains William Baldwin, broker. In addition to managing luxury yacht listings, the company also facilitates...
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