Here are nine family offices from our database that are based in the Mid-Atlantic, along with their websites:
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Danziger Family Investments (Marlboro, New Jersey)
Danziger Family Investments is a family investment partnership that seeks to acquire and operate a single small or middle market company. It targets owners and families who want to reduce the time and capital they put into their business, need liquidity for estate planning, or believe new skills and capital would help the company reach its potential. DFI aims to let sellers realize the value of what they have built while preserving their legacy. Its focus is private equity in business services and technology. -
Raia Capital Management (Ramsey, New Jersey)
Raia Properties, operating as RAIA Capital Management, is a family-led real estate investment management and development firm focused on institutional quality assets. Its portfolio of about 3,000 apartments consists of class A multifamily properties in Florida, Georgia, South Carolina, Texas and Missouri. Raia is a third-generation company with 95 years of history, and its stated mission is to help its family and investors build long-term financial security. -
Wealthy & Wise Family Office (Columbia, Maryland)
Wealthy & Wise Family Office is headquartered in Columbia, Maryland, and describes itself as the first private, independent multi family office in Korea and the only Family Office Exchange member in Korea. Besides Columbia, it operates in Seoul and in Honolulu, Hawaii. The firm provides wealth management services to clients across the United States and Korea, and venture capital is listed as its primary investment area. -
Pointer Capital (Pittsburgh, Pennsylvania)
Pointer Capital is a family office-backed investment firm in Pittsburgh that acquires privately held lower middle market businesses. It works with business owners and management teams to offer flexible structures and transition plans that help companies reach their next stage of growth. Pointer's stated focus is preserving each business's legacy and people and working with management toward shared goals. Private equity is its primary investment area. -
The Coury Firm (Pittsburgh, Pennsylvania)
The Coury Firm is a privately held multi family office and strategic business advisory platform that works where matters of wealth, business and family meet. It advises on approximately $5.5 billion of client net worth and more than $1.4 billion of investable client assets. With offices in Pittsburgh and Los Angeles, Coury serves select ultra-high-net-worth individuals, families and their business interests, and its investment areas include public and private equity. -
Greycourt & Co. (Pittsburgh, Pennsylvania)
Greycourt & Co. was founded out of a family office in 1987 and has worked with families and family offices for 37 years. It works with some of the largest families and family offices in the United States and reports $26.1 billion in assets under advisement and $6.6 billion in assets under management. The firm is employee owned, keeps a 5:1 client-to-adviser ratio, and is headquartered in Pittsburgh. -
GMH Ventures (Newtown Square, Pennsylvania)
GMH Ventures invests in companies positioned for growth, with the intention of owning and operating them over the long term. It has flexibility in its approach and strategy, and it seeks strong returns and diversification of multi family office assets through partnerships with experienced owners and managers. The firm is based in Newtown Square, in the Philadelphia suburbs, and private equity is its primary investment area. -
Brodie Generational Capital Partners (Wayne, Pennsylvania)
Brodie Generational Capital Partners is a family-owned investment firm that acquires and builds businesses for long-term success, investing only its own capital. It focuses on the middle market in specialized industrial and manufacturing sectors, including specialty chemicals, aerospace and defense components, life sciences, medical devices, nuclear power and business-to-business distribution. The family also supports healthcare, education and the US military through contributions to hospitals, universities and organizations such as the Tunnel to Towers Foundation. -
Edge Capital (Bala Cynwyd, Pennsylvania)
Edge Capital is a family office-backed specialty finance company in Bala Cynwyd that provides working capital to businesses seeking flexibility, including those without access to traditional bank financing. It structures financing around each company's needs and takes a broad view of its challenges and opportunities. Edge is national in scope and sector agnostic, working with companies in manufacturing, distribution, wholesaling, consumer products, e-commerce and services. Its lending agreements are designed with few financial covenants, and it aims to support borrowers through both planned and unexpected transitions.
How to use this list
The Mid-Atlantic offices on this list include lower middle market buyers in Pennsylvania and New Jersey, a multifamily real estate investor, a specialty lender, and multi family offices advising wealthy families from Pittsburgh and Maryland. The direct investors here generally look for control or majority deals with a clear transition plan, while the multi family offices are better approached with fund or co-investment opportunities. Check each office's website for its criteria and deal submission channel before you contact anyone.
Decision-makers at these family offices
- Danziger Family Investments: Michael Danziger (Senior Partner)
- Raia Capital Management: Lawrence Raia (Co-President); Samuel A. Raia (Co-President)
- Wealthy & Wise Family Office: Steve Jong-Yow Hsin (CFO)
- The Coury Firm: Gregg Coury (Chief Executive Officer, Chief Compliance Officer); Camden Hay (Director of Finance & Accounting)
- Greycourt & Co.: Gregory Curtis (Chairman Emeritus & Founder); Jeff Moyer (Managing Director)
- GMH Ventures: Jennifer Sofield (Director of Growth and Operations)
- Brodie Generational Capital Partners: Steve Brodie (Chief Executive Officer); Jacob Brodie (President and COO)
- Edge Capital: Mary McAleer (Managing Director of Operations)
For more information and listings of active family offices: