Here are ten of the top active family offices from our database that are based in North Carolina, along with their websites:
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Biltmore Family Office (Charlotte)
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. -
Granville Capital Inc (Greensboro)
Granville Capital is a multi-family office based in Greensboro, North Carolina, serving ultra-high-net-worth families with comprehensive wealth management, investment management, financial planning, estate planning and family office administration. It provides personalized solutions to help families preserve and grow wealth across generations. -
Colony Family Offices (Charlotte)
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 (Charlotte)
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 (Charlotte)
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. -
Colmont Group (Charlotte)
Colmont Group is a family office investment firm that partners with exceptional family- and founder-owned companies to achieve sustainable growth. It invests its own patient capital, unconstrained by fixed timelines, generally seeking majority equity positions alongside existing owners and management teams. -
Cornwell Capital (Charlotte)
Cornwell Capital is a family office pursuing direct investments in lower middle market companies, run by a father-son team based in Charlotte, North Carolina. Built on careers operating family businesses, the firm's strategy is to invest in other families and help continue the legacy of their businesses. -
Eton Advisors (Chapel Hill)
Eton Advisors is an independently managed multi-family investment advisory firm serving affluent families across North America. It uses a goals-based framework to provide integrated advice addressing each family's needs, priorities and aspirations across generations. -
Gleason & Sons (Charlotte)
Gleason & Sons is the family office of Stefan Gleason, a Charlotte-based entrepreneur who leads several privately held businesses, including Money Metals Exchange, Ascension Marketing Group, SMC Properties and G & G Ventures. -
GreenHawk Corporation (Raleigh)
GreenHawk Corporation is a private investment firm focused on real estate and private capital. It acts as an integrated investor, developer and operator of residential and commercial real estate in fast-growing southeastern markets, while also building long-term value through private equity and venture capital investments.
For more information and listings of active family offices: