Family Offices in Washington DC

DC-based MFO and growth equity venture fund providing multistage financing across private equities. Abraham Trust partners with businesses at major growth milestones through on-balance-sheet growth capital. The firm also partners with VC funds through its co-investment and fund-of-funds platform.

Founded in 2008 in Bethesda, Ansaco is a privately held family office focused on long-term opportunistic investments in manufacturing and commercial real estate. The real estate strategy targets retail, office, multi-family, hospitality, and mixed-use properties in the Mid-Atlantic. On the corporate side, the firm acquires manufacturers -- including the 2015 acquisition of Johnson & Hoffman, a leading global supplier of complex precision metal stampings. Additional office in New York.

Family office of the Epstein family, fifth-generation founders of Procter & Gamble. Created in 1984 to direct all family securities and hedge portfolios, private capital, real estate development, and charitable foundation activities. Led by President and CEO Mitch Neitzey with a team of 11-50 employees. Based at 21 Dupont Circle, Suite 410, Washington, DC.

Independent 501(c)(3) nonprofit founded in 2010 by Tim Freundlich, Ron Cordes, and Wayne Silby as a spinoff from Calvert Impact Capital. Manages roughly $5B across 1,700 donor-advised fund accounts. Not a family office per se, but serves family offices, foundations, corporations, and individuals with impact investing strategy, investment sourcing, due diligence, portfolio construction, and philanthropic solutions. Based at 4340 East West Highway, Bethesda.

A DC-area SFO managing private investments across multiple asset classes. Overlock operates as a private investment vehicle with a long-term capital orientation.

Bethesda-based MFO managing over $4B, built by entrepreneurs for entrepreneurs. Co-founder Rodd Macklin and partners bring backgrounds in PE and successful family business exits. The firm delivers differentiated, tax-advantaged alternatives alongside traditional portfolio management and wealth planning. Won the 2024 Private Asset Management award for Best Family Office Long-Term Investment Philosophy. Launched Pennington Private Access in 2023 to widen private market exposure.

Investment vehicle of Dr. Sachiko Kuno, organized under DC law as an LLC wholly owned by the Sachiko Kuno 2002 Revocable Trust. Founded in 2015, SK Impact Fund invests in financial services and technology across the US and Japan. Dr. Kuno also directs the Sachiko Kuno Foundation. Based at 2001 L Street NW, Suite 750, Washington, DC.

Temerity deploys capital across PE, venture, and alternatives on behalf of a single principal family. The firm is based in DC and operates with a long-term perspective and direct investment mandate.

Private family office of Ben and Lucy Ana Walton (Walmart heir family), founded in 2004 and based in Denver. Zoma invests in technology and market-based sustainable solutions across energy (grid modernization), community economic development, and workforce development. Part of the broader ZOMA LAB structure, working with ZOMA Foundation to catalyze systemic solutions in Colorado and Chile. Note: Preqin lists DC, but the firm operates from Colorado.