Here are ten of the top active family offices from our database that are based in Charlotte, along with their websites:
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Biltmore Family Office
Biltmore Family Office is a Charlotte, NC-based 'Collaborative Family Office' founded in 2008 that serves multiple generational-wealth families. It provides coordinated investment due diligence, portfolio construction, and tax and estate planning under its Family Balance Sheet framework. -
Summit Park
Summit Park is a Charlotte-based private investment firm focused exclusively on the lower middle market. It aims to be the partner of choice for owners, entrepreneurs, and management teams who share its mission of building companies of extraordinary value. -
Ten Oaks Group
Ten Oaks Group is a multi-family office exclusively focused on corporate divestitures and take-privates. It was founded by the Magan and Hahn families to invest their capital and offer a flexible approach to corporate carve-out and take-private transactions. -
Tillery Capital
Tillery Capital is an operationally oriented, family-office-structured private investment firm that invests in and builds lower middle-market companies with profits above $2 million, in partnership with their management teams. Taking an active, board-level role, its partners have acquired more than 50 companies with an aggregate value exceeding $1.0 billion, often through recapitalizations where owners retain 20 to 40 percent equity. -
Zwick Partners
Zwick Partners is a single-family office located in Charlotte, North Carolina, primarily focused on equity investments in micro-cap and lower middle-market buyouts, with experience elsewhere in the capital structure. It seeks high-quality small business opportunities in the U.S. and parts of Western Europe. -
The Zabel Companies
The Zabel Companies is a private investment firm dedicated to partnering with management teams to invest in and build private companies over five to fifteen years, through buyouts, recapitalizations, or growth capital injections. It invests exclusively in commercial and industrial products and service companies where there is a strong fit with management and room to grow. -
Broyhill Family Office
Broyhill Family Office, operating as Broyhill Asset Management, is a boutique asset manager initially established as a family office and guided by a disciplined value orientation. Based in Charlotte, it manages a concentrated, global, value-oriented public equity strategy with more than $275 million in assets. -
Colony Family Offices
Colony Family Offices is a Charlotte-based multi-family office providing integrated wealth planning, investment management and fiduciary services to families with significant wealth. Established in 2013 to serve its founding family, Colony now represents more than 30 multi-generational families across the United States with over $3 billion in assets under management. -
Arc Industries, Inc
ARC Industries is a family office based in Charlotte, North Carolina, that has made more than 20 acquisitions since its founding in 1999. The firm focuses on mature, cash-flow-positive companies with annual cash flows typically between $500,000 and $2 million, and takes a straightforward approach of engaging directly with company owners. -
Asymmetrix
Asymmetrix, founded by entrepreneur-investor Greg Upham, is a family office based in Charlotte, North Carolina. It focuses on compounding capital over the long term with an emphasis on alternative assets.
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