Here are ten of the top active family offices from our database that are based in Minnesota, along with their websites:
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Okabena Advisors (Minneapolis)
Okabena Advisors is an independent multi-family office with decades of experience helping families and select tax-exempt institutions preserve wealth and build legacies. Since 1967, it has provided customized, coordinated multi-family office and investment services, drawing on close knowledge of each family's needs to deliver a highly personalized experience. -
Pohlad Companies (Minneapolis)
Pohlad Investment Management is the private asset management office of the Pohlad family, investing a permanent capital base across multiple asset classes with a focus on long-term appreciation. It makes investments through select private investment managers, public equity, fixed income, and direct investments in private companies, participating as a sole investor, lead investor, or syndicate member regardless of deal size. -
Petros Family Wealth (Bloomington)
Petros Family Wealth is a wealth management advisory firm serving clients in Minnesota, Wisconsin, and Florida, offering financial planning, risk management, estate planning, and tax optimization through a team of advisors. -
Carlson Private Capital Partners (Minnetonka)
Carlson Private Capital Partners is a private investment firm formed by the Carlson family, whose entrepreneurial legacy dates to 1938. It invests non-institutional, private family capital in businesses with potential for sustainable long-term value, providing flexible, patient equity capital that lets founders and management teams focus on growth. -
Encore One (Minnetonka)
Encore One seeks to invest in middle-market companies in the United States for the long term, favoring financial and professional services, general business services, healthcare services, industrial and commercial services, outsourced business processes, manufacturing, and value-added distribution. -
Envision Company (Elk River)
Envision Company is a private investment firm focused on direct investments in privately held businesses, applying more than 25 years of experience in driving business growth. It believes great companies are built on a foundation of core values, with corporate culture as the heart of any healthy organization. -
Healy Capital Partners (Minneapolis)
Healy Capital Partners combines the private equity and family office models to offer a flexible capital partner for closely held and family-owned businesses. It takes a collaborative, patient approach to investing, targeting lower middle-market businesses with sustainable competitive advantages and strong management teams ready for the next phase of growth. -
Sawmill Trust (Minneapolis)
Sawmill Trust is a private multi-family office dedicated to supporting families' financial well-being across generations. It was established by the Brooks family to manage proceeds from the sale of the Brooks-Scanlon forest products business, and it remains committed to staying independent of large financial institutions to serve families best. -
The Breazeale Group (Wayzata)
The Breazeale Group is a family office that manages entrepreneurial companies and investments with a long-term growth mindset, partnering with like-minded entrepreneurs to provide more than capital. As successful entrepreneurs and operators themselves, its principals lend hands-on experience and are not tied to typical fund timelines, preferring to play the long game. -
Treehouse Investments (Minneapolis)
Treehouse Investments is a minority-owned family business, founded by a family from Puerto Rico, dedicated to addressing climate change. It targets direct investments in both publicly traded and private entities focused on decentralized infrastructure, including companies and projects that build sustainable and resilient energy, water, and waste systems.
For more information and listings of active family offices: