Family Offices in Charlotte

Chris Cecil, a great-grandson of George Vanderbilt, founded Biltmore Family Office with offices in Charlotte and Orlando. The firm provides investment management, generational legacy planning, estate planning, governance and education programs, and client reporting. About 28 professionals work across investment, planning, client service, and operations divisions. Independent SEC-registered advisor.

Bragg Financial Advisors manages about $4.4 billion in assets with over 60 years of experience. J. Frank Bragg Jr. founded the firm in 1964. Now in its third generation of family leadership under Benton and Phillips Bragg, it provides planning advice and portfolio management for high-net-worth families, business owners, foundations, and endowments. $5 million minimum to engage.

Colony Family Offices manages about $2.6 billion in assets across roughly 559 accounts, serving over 30 multi-generational families across the United States. Founded in 2013, the independent multi-family office provides fully integrated wealth planning, investment management, and fiduciary services from Charlotte. Team of 11 to 50 professionals.

Cresset is a national multi-family office and private wealth management firm with a Charlotte office in the SouthPark submarket. The firm serves founders, entrepreneurs, and ultra-high-net-worth families with wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and family office services. Nationally, Cresset manages over $237 billion in AUM/AUA. Consistently recognized by Barron's and Forbes.

Crown Wealth Group delivers family-office-structured Personal CFO solutions to wealthy families, business owners, and professional athletes from Charlotte. The firm is one of only 274 NFLPA-approved financial advisors nationwide and the sole fully independent firm in the Carolinas serving professional athletes across NFL, MLB, PGA, NHL, NBA, MLS, and NASCAR. Ranked number 31 among the 50 fastest-growing private businesses in the Charlotte area.

Dozer Capital provides Southeast business owners with exit opportunities, combining industry and operational expertise with institutional-grade resources. The Charlotte-based family office acquires established businesses with strong legacies and growth potential. Long-term stewardship over short-term financial engineering.

Matthew Hultquist founded Hillandale Advisors in 2017 to acquire and operate mid-market businesses across the Southeast. The firm invests permanent capital in companies with $1 to $10 million in EBITDA, with a portfolio spanning healthcare services, technology, construction, and electrical services. Hillandale also provides capital raising and M&A advisory for business owners seeking to scale or exit.

Levine Properties has been developing, owning, and operating commercial and residential properties in the Charlotte area since 1984. The firm controls over 20 acres across nine square blocks in Charlotte's First Ward and maintains a 5-building, 304,878-square-foot office portfolio in SouthPark and other sought-after submarkets. The company is the real estate arm of the Levine family, whose broader wealth traces to the founding of Family Dollar Stores.

The Mattei family established Mattei Holdings in 1991, with wealth originating from the founding of Checkers Drive-In Restaurants and its subsequent public offering. Scott Mattei leads the firm, overseeing numerous underlying companies with allocations spanning public and private markets, real estate development, land sales, private equity, and hedged investment strategies. The Mattei Foundation operates alongside as a private family foundation.

Backed by the Belk-Pilon retail fortune and the Springs-Close-Bowles textile legacy, New Republic Partners launched in 2020 as a financial services holding company. The firm manages about $2.5 billion, providing investment management, wealth advisory, and family office services to individuals, families, endowments, and foundations with $10 million or more in investable assets. Offices across the Carolinas and Virginia.

Nancy Neill founded StrategicMFO in 2006 in Charlotte as a collection of single-family offices serving family business owners. The firm provides strategic family wealth planning and consultation, helping entrepreneurial families structure and coordinate financial affairs across generations. The platform connects like-minded family business owners with shared planning resources and investment perspectives.

Ten Oaks Group invests exclusively in corporate divestitures -- non-core businesses with EBITDA of up to $50 million that no longer fit their parent company's strategy. Matt Magan and Mike Hahn co-founded the Charlotte-based family office. The firm has completed 27 carve-out transactions across 15 countries and uses experienced operating partners to manage each transition. Now a holding company managing its existing portfolio.

Johannes Zwick established Zwick Partners LP in 2014, managing the fortune generated through the Zwick family's European healthcare and spa-hospital enterprises. The firm focuses on equity investments in micro-cap and lower MM buyouts, primarily in the U.S. and parts of Western Europe. Typical deployments take the form of buyouts, growth capital, or recapitalizations.