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Top 10 Family Offices in Arizona (2026)

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Here are ten of the top active family offices from our database that are based in Arizona, along with their websites:

  1. Versant Capital Management (Phoenix)
    Versant Capital Management, founded in 2004 in Phoenix, helps people, families and businesses realize the potential of their wealth. Held to the fiduciary standard, the firm connects family office, wealth management and investment professionals to advise on solutions in clients' best interest.
  2. Heritage Family Offices (Scottsdale)
    Heritage Family Offices is a Scottsdale, Arizona multi-disciplinary firm of CPAs, attorneys, financial advisors and insurance specialists. It delivers a family-office experience spanning tax, law, wealth and insurance to affluent families nationwide, including through CPA-firm partnerships.
  3. Fortitude Family Office (Scottsdale)
    Fortitude Family Office is a fully integrated multi-family office team of investment advisory, wealth management, tax, accounting, philanthropy and business-operations professionals. It provides one-stop management of clients' entire financial lives.
  4. Arcturus Venture (Scottsdale)
    Arcturus Venture is a Scottsdale-based single family office focused on seed and early-stage investments, founded in 2017 by entrepreneur Andrew Leto. Drawing on its founder's experience scaling disruptive freight-tech businesses, the firm invests in outstanding management teams, focusing on transportation, logistics and supply chain technology startups.
  5. David Denzil Manager (Scottsdale)
    David Denzil is a private firm established in 2006 exclusively to manage the operations of a single family office. It engages in a broad range of commercial, impact, and philanthropic activities.
  6. Fedelta Partners (Phoenix)
    Fedelta Partners is a sector-agnostic multi-family office and management services firm based in Phoenix, Arizona. Its team of seasoned professionals focuses on nurturing unique transaction and business opportunities, leveraging its expertise to create value in private market investments.
  7. Jaggi Family Office (Tucson)
    Jaggi Family Office is a Tucson, Arizona-based single family office established in 2011 to deploy and manage the wealth of G.S. Jaggi and his family. It invests in real estate through Iridius Capital and early-stage technology through Singularity Capital.
  8. KG Investments (Scottsdale)
    KG Investments is a private family office fund focused on technology companies through direct investments and secondary loans, guided by more than 20 years of experience building and investing in technology-related businesses. It also invests as a limited partner in uncorrelated, professionally managed hedge and private equity funds.
  9. Sustainable Conversion Ventures (Sun Lakes)
    Founded in January 2014, Sustainable Conversion Ventures is a family office venture capital fund based in Sun Lakes, Arizona. It grew out of real estate and oil and gas investments made in the Phoenix area over the past 30 years, and having no limited partners, it can move quickly on critical and timely investments.
  10. Madimu Capital (Phoenix)
    Madimu Capital is a founder-funded investment office backing early-stage teams building tools, platforms, and systems at the edge of games, AI, and interactive media. It invests $25,000 to $500,000 globally at the pre-seed and seed stage, focusing on technical teams solving meaningful infrastructure problems.

For more information and listings of active family offices:

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