Family Offices in San Francisco

Climate-focused family investment firm backing early-stage entrepreneurs who tackle difficult, long-term science and engineering problems. Founded by Tom Baruch with over 30 years of climate-focused investing history. Baruch brings sector expertise and deep networks to support companies in the emerging climate economy, with an active, speed-to-market approach.

SFO of Google co-founder Sergey Brin, founded in 2005 after Google's IPO. Bayshore manages over $100B with 50-100 employees operating from Palo Alto and Singapore, making it one of the world's largest family offices despite maintaining extreme secrecy -- no website and almost nothing disclosed publicly.

Family office dedicated to putting wealth to work for competitive returns and meaningful impact. Blue Haven is a multi-asset-class investor managing a diversified impact investment portfolio spanning public equities, fixed-income, PE, and direct investments. The firm believes solving the world's biggest social and environmental issues requires creative long-term investors who prioritize partnership, patience, and continuous learning.

Registered investment advisor established in 2007 as a subsidiary of C.M. Capital Corporation, with roots in a family office heritage spanning over 40 years of investment management. Works selectively with institutional investors in VC, PE, hedge funds, and real estate, providing advice suited to individual client needs across alternative and traditional asset classes.

Family office investing in middle market businesses. Caldicot views its investments as partnerships and takes a hands-on approach collaborating with business owners and management teams. The commitment goes beyond financial support -- the firm works directly with operators to build and grow their businesses.

An innovative multi-family office as unique as our clients. Using our proven blueprint for successful families, we act as your family's CFO with a fully integrated and comprehensive suite of family office services. Providing clarity and peace of mind to Silicon Valley's most accomplished innovators.

Family-owned investment firm with over 60 years of family business experience, focused on lower middle-market logistics, supply chain, and real estate. Coughlin invests its own capital through minority and majority equity stakes, working as long-term partners with management teams. Formally established in 2007 and operated by the Coughlin family.

SFO of the Heising-Simons family in San Francisco. Crosstown constructs a multi-strategy hedge fund portfolio targeting attractive risk-adjusted returns with limited volatility. It does not invest in PE, venture capital, or real estate.

Early-stage venture fund backing entrepreneurs who solve complex science and engineering challenges. Active since 2014, the firm invests across precision neuroscience, life sciences platforms, aerospace, digital deep tech, and climate technology. Takes a long-term, collaborative approach with a preference for pre-seed through Series A.

San Francisco Bay Area-based family office that manages investment programs in accordance with mathematical and scientific principles.

Silicon Valley-based SFO managing private wealth of a single family. Edgewood is an LP in many venture funds and also makes public market and direct investments.

Emerson Collective invests in entrepreneurs and innovators driven by purpose and a sense of possibility. The firm works to create a world that honors talent, expands opportunity, and ensures the conditions for human flourishing. Partners with those addressing complex challenges in education, economic mobility, immigration, and the environment.

Founded in 2018 by Chad Boeding, former partner and co-founder of ICONIQ Capital, to serve founders, GPs, and multigenerational families with institutional-grade investment access. Merged with IEQ Capital in 2024 to form a combined ~$32B investment advisor and MFO platform. Operates from San Francisco, Dallas, and Reno as a curated network connecting founders, operators, and long-term capital.

The Karkar Family Office, with origins in Karkar Electronics founded in 1959 by Edward Karkar. ERAS Holdings engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes.

Independent family office of the Bechtel family, providing investment management, tax planning, financial planning, and philanthropic advisory. Fremont invests long-term through external managers and direct company investments, focusing on building and growing great businesses with founders and management teams. Established over 40 years ago and now in its third generation of family leadership.

Real estate investment and property management vehicle for the Levy Family Trust. Founded in 1997, Glen Una has grown into a well-capitalized private real estate investment company with over 60 properties in 17 states comprising over 11M sq ft. The company takes a hands-on approach to improve performance across a diversified portfolio including commercial, retail, multi-family, senior housing, and student housing assets.

Integrated family office of former Google CEO Eric Schmidt and Wendy Schmidt, established in 2006 in Menlo Park's Alma Station building. Hillspire supports 350+ employees worldwide and coordinates the Schmidt Family Foundation, Schmidt Ocean Institute, and Schmidt Futures alongside a diversified investment portfolio spanning public securities, PE, real estate, and third-party managers. Investment strategy focuses on long-term capital appreciation across both traditional and alternative assets.

Global investment firm managing over $80B (some reports cite $95B) across four divisions: Investment Management for client portfolios, Real Assets focused on technology infrastructure, Venture and Growth partnering with entrepreneurs, and Impact for collaborative philanthropy. Founded by Chad Boeding (who later left to start EPIQ), the firm serves a who's-who of Silicon Valley founders including Mark Zuckerberg. Expanded to London in 2026 and launched new vintage funds spanning PE, credit, real estate, and real assets.

Family office for the Nanda family, managing $500M+ in assets and investing directly or with partners. Founded in 2017 by Kapil Nanda. Based in Campbell, California. Focuses primarily on multi-stage direct and fund investments in real estate and technology.

SFO managing the private assets, investments, and philanthropic initiatives of the Kutsa family. A diversified group investing in property, public and private equity, venture capital, tech, and special situations. The group also runs a portfolio of global property assets.

Lauder Partners invests in various areas of the technology field with a focus on companies making radical innovations. The firm invests directly in companies and also in venture and other funds. Since it primarily invests the capital of Gary Lauder and family members, the firm does not provide extensive public information.

Founded in 1835, Malloy and Company is an SFO dedicated to fostering innovation that drives positive change in the community and environment. With nearly two centuries of family wealth management, the firm invests in marketable securities, PE, and real estate developments guided by principles of authenticity, innovation, and sustainability.

Manages private market investments on behalf of Jim Simons' family and affiliated foundations, including the Simons Foundation, Heising-Simons Foundation, Foundation for a Just Society, and Sea Change Foundation. Medley operates as a private investment vehicle with minimal public disclosure.

Meritage Group is an investment advisor providing long-term partners with evergreen, flexible capital. The firm's structure allows it to invest with conviction and patience, independent of fundraising cycles or liquidity pressures, and to partner closely with management teams over time. Born out of Renaissance Technologies, Meritage manages approximately $13 billion in assets with offices in Greenwich, New York and San Francisco.

San Francisco-based SFO founded in 2012, deploying $5B into PE, hedge funds, and venture vehicles across global markets. CIO Brett Horton leads capital allocation with a concentrated, conviction-driven approach. The firm keeps a minimal public profile with a password-protected website.

MFO designed to serve legacy-conscious athletes and HNW entrepreneurs. Manages roughly $250M in assets under advisement representing 14 athletes. Originally Berkeley-based, now Frisco, Texas-based under CEO Michael Ledo. Previously absorbed into Helium Advisors in 2023.

Seneschal advises global families in matters related to estate structuring and to closely held investments. We are based in San Francisco, CA.

Employee-owned MFO founded in 2011, advising 50+ families with $8.3B in AUM from One Montgomery Street in San Francisco. Seven Post manages diversified multi-asset class portfolios and offers advisory, investment, and wealth planning for individuals, families, endowments, foundations, and other institutions.

San Francisco-based SFO established in 2002 to manage assets accumulated through decades of successful investing. The firm oversees and grows the wealth of one family.

Privately-owned global investment group of Tianqiao Chen, who founded Shanda Interactive (China's pioneering online gaming company) in 1999 and took it private in 2012. Manages roughly $8B across three segments: PE/VC, public market investments, and real estate. Investment strategy targets two extremes -- truly disruptive technologies (gene-editing, robotics, anti-aging, neuroscience, AI) at their earliest stage, and undervalued public companies with significant turnaround potential. The Chens committed $1B to the Tianqiao & Chrissy Chen Institute for brain science.

Building a more equitable and sustainable world through business and philanthropic leadership. Sobrato has played an active role in the emergence and growth of Silicon Valley. Makes investments and partnerships with agility, integrity, and dedication.

Investment vehicle of the Zelnick family, originating, executing, and managing PE, real estate, and other investments while providing strategic advisory including M&A, corporate finance, and capital raising. Sora focuses on control investments in growing middle-market companies across consumer, retail, manufacturing, distribution, business services, and restaurant sectors. Samuel Zelnick is Managing Partner.

Independent, privately owned investment management firm founded in 2002 in Menlo Park, managing more than $6.5B. Stamos preserves and builds wealth through an endowment-style approach using diversified global asset allocation for long-term returns. Client base includes HNW individuals, family offices, private foundations, endowments, and trusts.

Family office combining asset management, cash management, risk management, and financial planning with a presence across the Middle East, GCC, UK, and US. Tamar keeps a diversified portfolio across construction, manufacturing, FMCG, and real estate while increasingly focusing on impact investing. Hrag Sarkissian leads with a founder-focused, value-driven, data-backed investment philosophy.

Group of investment companies making investments on behalf of Peter J. Thomson and his family. For more than 25 years, Thomvest has aligned its capital with exceptional entrepreneurs to build industry-defining companies. The firm actively supports portfolio companies through mentorship, strategic guidance, and resource access.

Partners with families to build and manage efficient SFOs through integrated, cross-disciplinary strategic wealth planning. Vernal Point offers flexible structures for families to either fully outsource family office management or augment existing operations, drawing on the team's oversight of $17B in prior assets. Paul Morelli is Managing Partner with 25+ years of family office experience.

Long-term oriented family office that provides equity capital and expertise to established, growing companies. Each team member has been both an operator and investor. Willcrest focuses on a concentrated portfolio to give each business the support it needs.