Case Studies

Now in its 21st year, Family Office List continues to prove itself as a profitable and time-saving tool to our clients. It is packed with hard-to-find information – the information needed to lay the groundwork for successful relationship building and valuable lead generation. “Learn from customers experiencing success”

LivBrook Capital

LivBrook acquires, repositions, and develops investment-grade apartment assets across strategic U.S. emerging and growth markets.

Cody James Capital

Building wealth, prosperity, and community through digital assets and blockchain technology.

Conrad Family Office

An independent multi-family office based in London, providing HNW and UHNW clients & families with a range of corporate and personal services.

Creed Venture Partners

A Boston-born investment brokerage that focuses on impact investing in technology, healthcare, and sustainability.

BARNES New York

With an international clientele and a worldwide reputation, BARNES New York strives to bring clients a level of expertise and services worthy of the most exclusive places in which it is present.

Capital2Market

Capital2Market provides issuers, investment banks and investment groups technology solutions to manage their private capital raises with large investor bases.