Family Offices in Florida

A growth-oriented single-family office managing the investments of the Theofilos Family. Founded and led by John Theofilos, who brings over 45 years of experience in operational management, manufacturing, real estate, and M&A. The office invests across public equities, private equities, financial derivatives, alternatives, and real estate with portfolio companies spanning chemicals, healthcare, hospitality, and manufacturing.

Barry Dorfman, a retired physician and investor, founded BLD Holdings in 2004 in Boca Raton. The firm manages a diversified investment portfolio across real estate, private equity, and alternative assets, with particular focus on life sciences, technology, and health. BLD pursues direct investments and co-investment opportunities.

A Palm Beach-based single-family office founded in 1989, managing the financial affairs and investments of a private family. Esko focuses on portfolio management, asset allocation, and long-term wealth preservation from its offices at 220 Sunrise Avenue, Palm Beach.

Timothy Cartwright and Gary Price Jr. founded Fifth Avenue Family Office in 2006 after building fortunes through company sales and investment advisory success. The firm assists high-net-worth families with financial and personal complexities -- financial fitness, core values, governance, and legacy planning. The team includes investment, financial, business, and legal professionals with 120 years of combined experience. Based at 3003 Tamiami Trail N., Naples.

Established to manage the assets of the Hawkins family, Five Points pursues a broad range of investments across multiple asset classes, liquidity profiles, and time horizons. Based in Clearwater, the office invests as a minority participant alongside other family offices and institutional investors across technology, healthcare, insurance, real estate, and venture capital.

Gold Quality Partners is a Tampa-based single-family office managing roughly $800M in assets. The firm maintains a low public profile with no web presence, consistent with its single-family office structure.

The Gonzalez Family Office (GFO) invests in real estate and alternative investments in Palm Beach with historic roots in the State of Florida. GFO focuses on high-quality real estate investments in multifamily and office space, targeting stable and diversified returns.

Hall Capital Holdings is a private investment office backed by patient, long-term family capital. Founded in 2001, the team are operators, not just capital providers -- they look for businesses they understand and can add value to. The firm targets lower-middle market transactions, using its experience to build long-term relationships within its investments.

HFO is an investment office focused on building relationships and opportunities. The firm is open to any type of deal in real estate, business, and lending. Led by CEO Chris Hill out of Tampa.

Liberty Group is a single-family office with over $1B in portfolio investments.

Carl Lindell Jr. established this family office in 1997, originally to support his real estate work. It has since grown into a full-service family office with an entrepreneurial investment platform spanning private capital placement and real estate development. The firm primarily serves the Lindell family's personal and business needs while selectively accepting outside capital in bridge lending, preferred equity, and private credit.

Founded by a small-town couple who previously built a successful medical company and real estate business. Lynniam Farms now acquires and grows small businesses across healthcare, real estate, and other sectors. The office invests in established companies with expansion potential, providing equity alongside management and operational support.

M4 Investing is a private family office managed by and for the Mitchell Family. The firm currently holds investments in commercial real estate, public equities, and private equity, and also participates in direct lending and angel investing. Based in Tampa, led by founder Reid Mitchell.

Dr. Eric Moskow formed MFO Ventures in 2022 to manage his family's assets and build an institutional framework for partnering with investors. The firm's investment strategy builds on experience and knowledge from prior successful Moskow ventures. The core team has worked together for 20-plus years, grounding the partnership and vision of the Moskow family.

Mark Mitchell founded the Mitchell Family Office in 2015 with roots in the healthcare sector. The firm has since expanded into a diversified portfolio ranging from auto to luxury hospitality investments. Mitchell Family Office seeks to create lasting positive impact, built on a foundation of integrity and consistent core values.

Mark Anderson and Bruce Anderson founded Pablo Capital in 2011 in Ponte Vedra Beach, Florida. The family-owned asset management firm invests across alternative asset classes with a focus on early-stage pharmaceuticals, industrial, and market research. The firm operates with a small team of about 3 professionals.

Founded in 1992 by Larry M. Elkin to stress objectivity, transparency, and personalization in financial advisory. Headquartered in Scarsdale, New York with offices in five states including Fort Lauderdale. Services include complete financial planning -- estate planning, insurance consulting, trust design, charitable planning, business valuation, family office management, and cross-border planning for high-net-worth individuals. Over 25 years of experience.

Founded by Karla Rossetti Pippins, this firm provides UHNW families with a dedicated buffer between the family and their complex financial and personal affairs. Services include wealth reporting, tax strategy, succession planning, and risk mitigation. The firm operates from West Palm Beach and is affiliated with Riverside Wealth Management for investment advisory.

Michael Shooster founded and leads this South Florida single-family office, drawing on 50 years of entrepreneurial and leadership experience. The portfolio spans telecommunications services, commercial real estate, and early-stage startups. Directly managed portfolio companies include Answering Service Care, Berkshire Receptionists, and 777 Properties.

SouthOcean manages roughly $642M in regulatory assets (December 2024) and employs an opportunistic strategy to invest in multi-family apartments across the US. Established in 2014, the firm invests alongside experienced developers and operators in the rental housing sector. Led by Chairman and CEO David Horvitz, SouthOcean focuses on building long-term partner relationships with flexibility in structuring GP investments. Based at 401 E Las Olas Blvd, Fort Lauderdale.

A family investment office with 10 years of experience investing in mission-driven ventures and sustainable businesses. Wasson Enterprise puts capital into ideas, people, and positive impact. The office works with founders, operators, entrepreneurs, and financiers to create positive community outcomes through equity investments in operating companies.

Weicon Capital develops and invests in real estate ventures with opportunistic investments in young and emerging companies. The partners bring decades of combined experience deploying capital, and thorough diligence of investment opportunities has produced strong returns for its investor base.