| Forthright Family Wealth Advisory LLC | Candidate | Houston, TX | 4 | · | · | 4 | 13F $177M | Jul 16, 2026 |
| Frist Capital, LLC | Family investment company | Nashville, TN | 2 | · | · | 2 | Foundations $621M | Jul 16, 2026 |
| PMG Family Office, LLC | Multi-family office | Plano, TX | 6 | 1 | · | 6 | 13F $109M | Jul 16, 2026 |
| R•• E••••••••• L•• | Candidate | New York, NY | 1 | · | · | 1 | 13F $27.3M | Jul 16, 2026 |
| H•••••• C•••••• A•••••••• L•• | Outsourced family office provider | Tysons Corner, VA | 9 | · | · | 16 | 13F $549M | Jul 15, 2026 |
| R•••••• F••••• W•••••• I••• | Multi-family office | Tacoma, WA | 1 | · | · | 4 | 13F $176M | Jul 15, 2026 |
| B••••• P•••••••• L•• | Multi-family office | Miami, FL | · | · | · | 1 | 13F $415M | Jul 14, 2026 |
| H•••• • C• L•• | Candidate | Glencoe, MN | 2 | · | · | 2 | 13F $154M | Jul 14, 2026 |
| J•••• R••••• S• I• | Candidate | Bethany Beach, DE | · | · | · | 1 | 13F $104M | Jul 14, 2026 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | · | 7 | 13F $196M | Jul 14, 2026 |
| A••••••• F••••• O•••••• L•• | Multi-family office | Bedford, NH | 1 | · | · | 3 | 13F $254M | Jul 13, 2026 |
| S•••••• F••••• O•••••• L•• | Multi-family office | Naperville, IL | 4 | · | · | 6 | 13F $629M | Jul 13, 2026 |
| N•••• W••••• M••••••••• L•• | Multi-family office | Fort Worth, TX | 6 | · | · | 6 | 13F $181M | Jul 10, 2026 |
| S••••••• G••••• L•• | Family investment company | Little Rock, AR | 24 | 57 | Software (9 deals), Financial services (8 deals), Distribution (5 deals), +10 more | 47 | AUM $2.0B | Jul 10, 2026 |
| G•• H••••••• L••• | Candidate | Cumming, GA | 1 | · | · | 1 | 13F $111M | Jul 9, 2026 |
| H••••••••• N•••• W••••• A•••••••• I••• | Outsourced family office provider | Belmont, MI | 8 | · | · | 16 | 13F $410M | Jul 9, 2026 |
| K••• F••••• O•••••• L•• | Single family office | Bloomington, MN | 1 | 4 | · | 5 | 13F $163M | Jul 9, 2026 |
| O•••• F••••• W•••••• L•• | Multi-family office | Aventura, FL | 4 | · | · | 5 | 13F $373M | Jul 9, 2026 |
| S•••••• C•••••• L•• | Outsourced family office provider | Indianapolis, IN | 7 | 1 | · | 11 | 13F $7.6B | Jul 9, 2026 |
| B••••••• T•••• | Multi-family office | · | 2 | · | · | 2 | · | Jul 8, 2026 |
| B•••• F••••• A••••••• | Outsourced family office provider | Summit, NJ | 59 | 8 | · | 102 | 13F $467M | Jul 8, 2026 |
| H•••• H••••••• L•• | Single family office | Dallas, TX | 2 | · | · | 2 | · | Jul 8, 2026 |
| L•••••••• H••• P•••••••• L•• | Outsourced family office provider | Dallas, TX | 2 | · | · | 3 | 13F $206M | Jul 8, 2026 |
| T•• K•••• M••• L•• | Single family office | · | 2 | · | · | 2 | · | Jul 8, 2026 |
| G••••• A••••••• L•• | Multi-family office | New York, NY | · | · | · | 2 | 13F $1.5B | Jul 7, 2026 |
| S•••• C••• A•••••••• L•• | Outsourced family office provider | Hingham, MA | 6 | · | · | 12 | 13F $400M | Jul 7, 2026 |
| S•••••• F••••• O••••• | Single family office | Rome, GA | 2 | 4 | Consumer services (2 deals), Distribution (1 deal), Transportation and logistics (1 deal) | 9 | · | Jul 7, 2026 |
| W••••• P•••••• E••••• P•••••••• L•• | Candidate | Omaha, NE | 6 | · | · | 6 | 13F $185M | Jul 7, 2026 |
| W••••••• C•••••• G•••• | Single family office (probable) | Cleveland, OH | 4 | · | · | 6 | · | Jul 7, 2026 |
| C••••••••• F••••• O•••••• L•• | Outsourced family office provider | York, PA | 6 | · | · | 9 | 13F $489M | Jul 2, 2026 |
| J• • J• M••••••••• S••••••• I•• | Candidate | Saint Louis, MO | · | · | · | · | Foundations $97.6M | Jul 1, 2026 |
| T•••• C•••••• | Single family office (probable) | · | 2 | 5 | Hardware and deep tech (1 deal), Life sciences (1 deal), Aerospace, defense and government (1 deal), +1 more | 3 | · | Jul 1, 2026 |
| R••••• M••••••••• I•• | Family investment company | · | 3 | · | · | 4 | · | Jun 29, 2026 |
| S•••• G•••• | Single family office (probable) | · | 5 | · | · | 10 | · | Jun 29, 2026 |
| L•••• C•••••• L•• | Outsourced family office provider | Santa Monica, CA | 1 | · | · | 1 | RAUM $135M | Jun 23, 2026 |
| D••••• E•••• F••••• O••••••• L•• | Multi-family office | Fort Worth, TX | · | · | · | · | RAUM $1.4B | Jun 22, 2026 |
| I••••••••• F••••• O••••• L•• | Outsourced family office provider | Somers, NY | 14 | 1 | · | 17 | RAUM $65.8M | Jun 17, 2026 |
| L••••• C•••• C•••••• | Single family office | · | · | 3 | Industrial services (2 deals), Energy, utilities and infrastructure (2 deals), Financial services (1 deal), +2 more | 1 | · | Jun 17, 2026 |
| P••••••• I••••••••• | Single family office (probable) | Calgary | 2 | 2 | · | 2 | · | Jun 17, 2026 |
| S••••• C•••••• | Single family office | · | 1 | · | · | 1 | · | Jun 16, 2026 |
| A•••••• I••••••••• G•••• | Single family office | Sliema | 3 | 20 | Life sciences (8 deals), Hospitality and leisure (4 deals) | 4 | AUM $7.0B | Jun 15, 2026 |
| T•• K•••• M••••••••• | Single family office (probable) | · | 1 | 2 | Consumer products and retail (1 deal), Hospitality and leisure (1 deal), Real estate (1 deal) | 1 | · | Jun 15, 2026 |
| J••• E•••••• C•••••• | Single family office | · | 7 | 3 | Consumer products and retail (2 deals) | 8 | · | Jun 12, 2026 |
| C•••••••• I••••••••• G•••• | Family investment company | · | 2 | 4 | · | 2 | · | Jun 2, 2026 |
| C•• | Family investment company | New York City, NY | 2 | 5 | Education (1 deal), Media and telecom (1 deal) | 2 | · | Jun 2, 2026 |
| E•••••••• P••••••• | Single family office | Dublin, GA | 7 | 8 | Business services (1 deal), Distribution (1 deal), Energy, utilities and infrastructure (1 deal), +1 more | 15 | · | May 27, 2026 |
| V••••••••• B•••••••• L•• | Candidate | · | · | · | · | · | · | May 26, 2026 |
| C••••• C•••••• P••••••• | Single family office (probable) | Provo, UT | 2 | 2 | · | 2 | · | May 20, 2026 |
| P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V•••••• | Candidate | Dallas, TX | 1 | 8 | · | 1 | 13F $73.6M | May 15, 2026 |
| V•••••• C•••••• L•• | Outsourced family office provider | El Segundo, CA | 1 | · | · | 2 | RAUM $2.5B | May 15, 2026 |