SWK Holdings specialized finance company that provide capital to our business partners through our own balance sheet as well as through our investment advisory clients, which include family offices and institutional investors. Contact us at 972-687-7250!

Revolution Group, LLC, founded by Ryan Fleischer, offers family office-style wealth management services, including sophisticated planning and quality portfolio construction, traditionally reserved for billionaire families. With a focus on entrepreneurs, business owners, and high-net-worth families, the firm emphasizes client-first, innovative strategies, and transparent, conflict-free advice. Based in Omaha, Nebraska, Revolution Group is dedicated to exceeding client expectations.

Focus CPA Inc. is your trusted CPA firm in California, dedicated to helping you achieve financial success. Our expert team offers a range of services, including Family Office Services, accounting, and wealth advisory. With a commitment to excellence and personalized solutions, we empower individuals and businesses to reach their financial goals. Discover the difference with Focus CPA Inc. – your partner in financial success.

Jupiter Wealth Management offers comprehensive financial advisory services, including portfolio management, financial planning, legacy planning, and family office services, catered to high-net-worth and ultra-high-net-worth individuals and families. Based in Denver, CO, we proudly serve clients across the United States.

We are an independent, fee only wealth management firm serving the best interests of our clients domestically and abroad. Our advice is objective and delivered at the elite standard of fiduciary multi-family office services. We are paid exclusively by our clients.

MultiGen Institute is a family-centered wealth management firm specializing in multi-generational wealth management. Our mission is to help families strengthen their bonds and achieve their financial and personal goals. Our experienced team provides personalized financial planning services, investment management, and family governance to ensure the preservation and growth of family wealth for future generations. At MultiGen Institute, we believe that wealth is more than just money, it's about creating a legacy and passing on values to future generations. Trust us to help you build and preserve your family's wealth.

The Haviland Group is a Connecticut based public family office offering wealth management, investment planning and financial strategy services for affluent individuals and families.

Embark on a path where your family's financial heritage is honored and your wealth is managed with the utmost care. Contact JP Advisory, your Licensed Investment Advisor in Bahamas, and discover how our Family Office Management Consulting can sculpt your legacy into a monument of enduring prosperity.