Established in 2011, ICONIQ Capital is a San Francisco-based multi-family office and registered investment advisor with additional offices in London, Palo Alto, Singapore, and New York. Known for its close ties to Mark Zuckerberg and other tech leaders, the firm serves high-profile entrepreneurs, executives, and investors with tailored wealth management services. ICONIQ invests across public and private markets, with a focus on private equity, venture capital, real estate, and direct investments—particularly in technology-driven companies. Through its ICONIQ Private Funds and strategic partnerships, the firm supports early to late-stage ventures, digital infrastructure, and secondaries, while championing diversity and inclusion in its portfolio.

Established in 2017, Cresset Wealth Advisors is a Chicago-based multi-family office serving high-net-worth clients with a full suite of family office and investment management services. The firm invests across public and private markets, with a strong focus on alternatives, including private equity, real estate, and hedge funds through both direct and fund structures. Cresset emphasizes customized portfolio construction, internal due diligence, and long-term capital preservation. Operating to a fiduciary standard, the firm values transparency, alignment, and community impact, leveraging proprietary technology and global manager access to deliver tailored, risk-aware investment strategies.

Established in 2009, Cerity Partners  is a New York-based multi-family office and registered investment advisor with offices across the U.S., including Los Angeles, Chicago, and Cleveland. The firm provides a full suite of family office services—ranging from asset and tax planning to portfolio construction and manager selection—serving high-net-worth individuals, families, foundations, and institutions. Cerity Partners invests globally across public and private markets, including private equity, real estate, hedge funds, and more, using a sector-agnostic, diversified approach. Through several strategic acquisitions, the firm has expanded its capabilities and geographic reach while maintaining a personalized, risk-aware wealth management strategy tailored to each client’s unique needs.

Established in 1985 and rebranded as Corient in 2022, Corient Private Wealth is a Miami-based multi-family office and registered investment advisor with offices nationwide. The firm serves high-net-worth and ultra-high-net-worth individuals, families, business owners, executives, athletes, and institutions with tailored wealth management services. Corient offers investment advisory, financial planning, tax preparation, trust administration, and access to private funds through its Private Access platform. Investing across public and private markets—including equities, private equity, hedge funds, and real estate—the firm combines proprietary research with values-aligned and ESG strategies. Corient also provides holistic family office services, focusing on wealth transfer, succession planning, and personalized financial solutions.

Established in 1999, Lido Advisors is a Los Angeles-based multi-family office and registered investment advisor with locations across the U.S. The firm provides high-net-worth individuals and families with customized wealth management and family office services, including portfolio development, investment monitoring, and financial planning. Lido invests across public and private markets with a focus on capital preservation and long-term growth. The firm conducts all due diligence and manager selection in-house, taking a global, risk-aware approach to portfolio construction. Known for its personalized service and strategic guidance, Lido delivers tailored financial solutions aligned with each client’s goals and needs.

Graven Family Office is a Miami-based single-family office established to manage the wealth of an undisclosed family. Led by CEO and CIO Matthew Dadaian, CFA, the firm manages approximately $750 million in assets and offers tailored services including investment strategy, estate planning, and philanthropic advisory. Graven employs a diversified investment approach across real estate, private equity, venture capital, hedge funds, and infrastructure, with a 70/30 split between direct and pooled investments. The firm targets high-growth, cash-flowing ventures with short payback periods and maintains a strong focus on alternative assets such as cannabis, agriculture, private debt, and life sciences. With a geographic emphasis on North America, Graven is known for backing first-time funds and innovative sectors that align with its goal of generating sustainable, long-term value.

Established in 1989, Whittier Trust Company is a South Pasadena-based multi-family office serving high-net-worth individuals and families, with additional offices in San Francisco, Seattle, and Reno. The firm offers personalized wealth management services, tailoring investment strategies to each client’s goals and values, including ESG-focused options. Whittier invests across equities, fixed income, private equity, private debt, and real estate, utilizing both direct and pooled investment vehicles. The firm allocates to a range of private equity strategies—opportunistic, distressed, buyout, growth, and venture—through both large and boutique managers. Known for its client-first approach, Whittier conducts thorough due diligence and customizes investment research based on client interest.

Established in 2024 through the merger of The Colony Group and Buckingham Wealth Partners, Focus Partners Wealth is a Boston-based multi-family office and registered investment advisor managing over $115 billion in assets. Operating under Focus Financial Partners, the firm delivers holistic wealth management services to ultra-high-net-worth individuals, families, businesses, and institutions. Focus Partners Wealth offers portfolio management, estate planning, tax optimization, and customized family office solutions, including cash flow management and financial administration. With a research-driven, fiduciary approach, the firm invests across public and private markets—emphasizing long-term planning, intergenerational wealth preservation, and strategic financial sustainability.

Established in 2000, Capricorn Investment Group is a Palo Alto-based multi-family office and registered investment advisor with an additional office in New York City. The firm manages the wealth of Jeff Skoll—eBay’s first president—and a select group of high-net-worth clients, providing institutional-quality OCIO services with a focus on mission-driven investing. Capricorn emphasizes sustainability, innovation, and global impact, investing across private equity, venture capital, deep tech, and renewable energy. Through vehicles like the Technology Impact Fund, the firm backs transformative climate solutions and women-led ventures, while integrating ESG and impact frameworks into a research-driven strategy that aligns capital with client values.

Rockefeller Capital Management is a New York-based multi-family office with origins dating back to 1882, initially formed to manage the Rockefeller family's wealth. Now serving high-net-worth individuals, multigenerational families, and institutions, the firm offers a wide range of services including investment advisory, estate and tax planning, legacy planning, and philanthropic strategy. Managing $145 billion in assets, Rockefeller allocates across public and private markets—with 40% in alternatives—focusing on sectors like technology, energy, healthcare, and natural resources. The firm combines direct and pooled investments, integrates ESG principles, and targets sustainable, long-term returns with a 10% IRR benchmark.

Alex Felman is the Founder and General Partner of Felman Family Office, where he leads investments in renewable fuels, biotech, neuroscience, energy, and advanced technologies. With a background as an entrepreneur, advisor, and venture investor, he also runs AWFuture Solutions and holds advisory roles at Loyal VC and Formation Venture Engineering. A recognized thought leader in tech and impact investing, Alex brings a global perspective, deep sector expertise, and a passion for mentoring startups and advancing sustainable innovation.

Alisa Mall is the Chief Investment Officer at DFO, where she leads investment research, due diligence, and strategic oversight to align the firm’s portfolio with long-term objectives. With prior roles at MSD Capital, Foresite Capital, and the Carnegie Corporation of New York, she brings deep expertise across real estate, natural resources, and alternative investment strategies. Alisa began her career as an attorney at Orrick, Herrington & Sutcliffe and holds a J.D. from Stanford Law School and a B.A. in political science from Yale. She serves on the board of JBG Smith and multiple investment committees, reflecting her broad impact in both finance and philanthropy.

Dawn Fitzpatrick is the Chief Executive Officer and Chief Investment Officer of Soros Fund Management, where she oversees all investment and operational functions for the $28 billion firm. With over 25 years of experience, she previously held senior roles at UBS, including Head of Investments for UBS Asset Management and leader of the O’Connor hedge fund business. Known for her strategic acumen and decisiveness, Dawn is one of the most influential figures in finance today. She serves on several advisory councils, including the Federal Reserve Bank of Dallas and The Bretton Woods Committee. A Wharton School graduate and former collegiate athlete, she balances her high-profile career with her roles as a mother and active supporter of women in finance.

Donald Nelson is the Investment Director at AWB Capital, a single-family office focused on multi-generational wealth preservation and growth. He leads capital allocation, due diligence, and strategic initiatives across public and private markets while enhancing the firm’s technology and infrastructure. Prior to joining in 2021, Donald managed ultra-high-net-worth portfolios at J.P. Morgan’s Global Investment Opportunities Group in New York. He collaborates with global peers through organizations like the 1640 Society and SFO Alliance and holds a Finance and Entrepreneurship degree from the University of Miami. Fluent in multiple languages, Donald is also an active volunteer, mentor, and cultural advocate with a strong interest in travel, technology, and music.

Henry Schuck is the founder and CEO of Forum Family Office, Inc., where he applies his deep expertise in business intelligence and data analytics to guide investment and wealth management strategies. He is also the founder and CEO of ZoomInfo (NASDAQ: ZI), a leading go-to-market intelligence platform serving over 35,000 companies worldwide. Henry began his career by co-founding DiscoverOrg, which later merged with ZoomInfo, and has since led the company through its IPO and multiple strategic acquisitions. He holds a J.D. from The Ohio State University and is recognized for his leadership, community involvement, and passion for education, earning UNLV Honors College Alumnus of the Year in 2013.