Here are ten of the top active family offices from our database that are based in Ohio, along with their websites:
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Kaulig Capital, LLC (Hudson)
Kaulig Capital is the private investment firm of Kaulig Companies, a single-member multi-family office with a multi-year history of profitability and a track record of scalable businesses. It seeks long-term capital appreciation through control and minority equity investments across capital markets, private operating companies and real estate partnerships. -
Parkwood LLC (Cleveland)
Parkwood LLC and its subsidiary, Parkwood Trust Company, serve as the single family investment office and private trust company for the families of Jack, Joseph and Morton Mandel and their charitable entities. The firm has more than 50 employees in Cleveland, Ohio, and two more at its Delaware trust office. -
Argentarii Family Office (Cincinnati)
Argentarii Family Office was founded as a unified family office and single point of contact coordinating all aspects of wealth and legacy. It offers private investment beyond public markets, including real estate, hotels and industrial assets, alongside legacy planning through its ALPS platform and concierge services, with a focus on preserving and growing family wealth and heritage. -
CM Wealth Advisors (Beachwood)
CM Wealth Advisors is a multi-family office that has helped high-net-worth families invest, manage and transfer wealth since 1983. The firm manages more than $1.7 billion in assets, carrying out investment and philanthropic strategies aimed at building generational prosperity. -
AdCap Management (Pepper Pike)
AdCap Management is a Midwest multi-family office built on three generations of entrepreneurship. It offers bridge lending that challenges conventional financing models, investing in viable, established Midwest companies that don't meet the strict requirements of traditional banks, typically with loans of $2 million to $5 million. -
Berchtip Ventures (Urbana)
Berchtip Ventures is a family office dedicated to investing in small to medium-sized market companies. It focuses on nurturing growth and innovation through personalized support and strategic insights, fostering long-term partnerships that benefit both its portfolio and the communities it serves. -
BK Growth (Kirtland Hills)
BK Growth invests in small businesses with growth potential, prioritizing great people above all. Drawing on its own experience, the firm tends to invest in service or software businesses in growing industries. -
Cornerstone Family Office (Mayfield Heights)
Cornerstone Family Office, established in 2001, provides family office services to a select group of wealthy individuals and their families, with capabilities that have expanded over the years in response to client needs. One of its primary roles is to function as chief financial officer for client family finances. -
Crane Group (Columbus)
Crane Group is a family-owned company that invests in businesses, people and community, focusing on growth and community impact. It supports initiatives that address social issues and emphasizes respect, family, community engagement and diversity. -
M7 Holdings (Akron)
M7 Holdings is a collective of global private investment firms with expertise in capital formation, operations management and business strategy. It is committed to smart, diverse investments that maximize cash flow, making each investment after detailed risk analysis.
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