Top 20 Family Offices Worldwide and How to Approach Them

List of 20 major family offices worldwide, what they invest in, and how to pitch. Includes a direct path to family office introductions.

Top 20 Family Offices Worldwide

Family offices have become a serious source of private capital across venture, private equity, credit, real assets, and direct operating investments. The catch is simple: they are selective, relationship-driven, and most prefer to stay quiet. If your outreach is generic, you will get ignored.

This overview lists twenty widely referenced family investment offices across regions. It is not a promise of capital and it is not a directory of contacts. Use it to understand who these investors are, how they tend to deploy capital, and how to approach them without wasting cycles.

Need help getting in front of the right family offices for your capital raise, acquisition, or structured finance mandate? Our introductions are built around fit, readiness, and a clean investor-facing package.

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What “Top” Means In A Family Office Context

There is no official global register of family offices, and many prefer not to publish portfolio details. “Top” in this article means scale and visibility based on public reporting, historic activity, and repeated inclusion in industry rankings. Some are pure single-family offices. Others are family investment platforms or holding structures tied to a principal family.

Top 20 Family Offices Across The Globe

1. Walton Enterprises

Family investment office associated with the Walton family.

  • Long-term, diversified capital
  • High selectivity and strong governance expectations

2. Cascade Investment

Private investment office associated with Bill Gates.

  • Broad exposure across public and private markets
  • Preference for disciplined underwriting

3. Bezos Expeditions

Private investment office associated with Jeff Bezos.

  • Technology and long-duration themes
  • Direct investing alongside funds

4. Bayshore Global Management

Family office associated with Sergey Brin.

  • Large-scale multi-asset investing
  • Private, low-profile operating style

5. Mousse Partners

Family office associated with the Wertheimer family (Chanel).

  • Global portfolio approach
  • Strong preference for confidentiality

6. Ballmer Group

Family investment and philanthropic platform associated with Steve Ballmer.

  • Long-term mandate
  • Known for disciplined programs and impact orientation

7. Waycrosse

Single-family office and investment platform based in the United States.

  • Private market allocations
  • Direct and fund investing

8. Fedesa

Family office associated with the Ferrero family.

  • Diversified portfolio style
  • Institutional-grade investment discipline

9. The Woodbridge Company

Family investment office associated with the Thomson family.

  • Long-term multi-asset mandate
  • Strong governance and patience

10. Pontegadea Inversiones

Family investment vehicle associated with Amancio Ortega.

  • Known for real assets and long-duration holdings
  • Conservative, balance-sheet-aware posture

11. Dubai Holding

Investment holding platform associated with Dubai’s ruling family interests.

  • Real estate and strategic holdings
  • Scale and long horizon

12. DFO Management (formerly MSD Capital)

Family investment office associated with Michael Dell.

  • Private equity, credit, and special situations exposure
  • Underwriting-first decision style

13. Athos KG

European family investment office known for private market allocations.

  • Long-term mandate
  • Preference for aligned counterparties

14. Soros Family Office

Family investment office associated with George Soros.

  • Multi-asset investing across cycles
  • Global macro awareness

15. Emerson Collective

Investment and philanthropic platform associated with Laurene Powell Jobs.

  • Long-term themes and mission-driven capital
  • Selective, relationship-led approach

16. KIRKBI A/S

Family investment holding company associated with the LEGO founding family.

  • Long-duration holdings and disciplined strategy
  • Institutional governance profile

17. Euclidean Capital

Family investment office associated with Jim Simons.

  • Data-driven culture and careful diligence
  • Long-term orientation

18. Hartono Family Office

Family investment platform associated with the Hartono family.

  • Regional strength in Asia with global allocation reach
  • Preference for aligned, scalable opportunities

19. Fingerboard Family Office

Large, privately run family investment office.

  • Diversified portfolio approach
  • High discretion, limited public footprint

20. Crosby Advisors

Family investment office known for multi-asset allocations.

  • Long horizon and governance focus
  • Selective participation in private markets

How To Approach Family Offices Without Burning Your Reputation

Family offices do not want hype. They want clarity. Your job is to make the decision easy to evaluate, not emotionally exhausting. Most screening follows the same pattern: quality of sponsor, downside protection, realism of the model, and quality of information.

  • Lead with the core facts. What is being financed, how much, and what the capital is used for.
  • Show downside logic. Security, covenants, collateral, or structural protections that survive a bad outcome.
  • Prove execution. Contracts, LOIs, signed documents, permits, offtakes, lender interest, or credible counterparties.
  • Be honest about gaps. If you need gap financing, say it and explain what closes the gap.
  • Keep it tight. One-page summary first. Data room only after interest.

Introductions work when the raise is prepared and the target list matches your deal type. If you are raising debt, equity, or structured capital and want a screened approach, start here.

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What You Should Have Ready Before You Ask For An Introduction

If you want a fast, serious response, prepare a lender-grade or investor-grade package. The basics are consistent across most mandates.

  • One-page summary with transaction, use of proceeds, and security or structure.
  • Financial model with assumptions that can survive diligence.
  • Proof of execution such as LOI, SPA, PSA, offtake, permits, or supplier terms.
  • Data room outline with the minimum supporting documents.
  • Clear ask including instrument type, tenor, and target terms if relevant.

Frequently Asked Questions

Do family offices invest globally?

Many do, but preferences vary by family, risk appetite, and mandate. Geography, sector, and currency can be hard filters.

What ticket sizes do family offices write?

It depends on the office. Some prefer smaller direct checks, others co-invest alongside funds, and some write very large tickets. Fit matters more than guessing size.

Do family offices invest in debt as well as equity?

Yes. Many allocate across private credit, structured credit, real assets, and equity. Your structure and downside protection usually drive interest.

What gets a deal rejected quickly?

Weak documentation, unclear use of proceeds, unrealistic projections, missing execution milestones, and a pitch that hides the real risks.

Is a warm introduction really necessary?

It is not always required, but it often improves response rates and saves time. Most family offices protect attention and prefer filtered deal flow.

How do introductions through Financely work?

We focus on fit and readiness, then coordinate introductions to relevant family office investors based on mandate alignment. The service is best-efforts and subject to eligibility and counterparty discretion.

Family Office Introductions For Capital Raises

If you are raising capital and want targeted introductions to family offices that match your deal type, use our service page to submit your request and supporting materials.

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Disclaimer: This article is for general information only and does not constitute investment, legal, tax, or financial advice. Family offices are private entities and public information can be incomplete or change over time. Any introductions or advisory support are provided on a best-efforts basis and remain subject to eligibility, counterparty discretion, confidentiality requirements, and applicable compliance checks.