Here are ten family offices from our database that are based in the Midwest, along with their websites:
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Hunter Trust (Minneapolis, Minnesota)
Hunter Trust is a family investment office headquartered in Minneapolis, with operations in Austin, Texas, and a diverse portfolio of private equity investments. Its team of investors and operators works with operating partners to find, acquire and manage lower middle market businesses, and it is seeking to acquire a privately held lower middle market company in Texas. Hunter Trust is the sole source of capital in its acquisitions, takes a decades-long approach to ownership, and has invested in search fund entrepreneurs and the companies they acquire since 2011. -
Kompass Kapital (Overland Park, Kansas)
Kompass Kapital is a privately held investment firm and single family office in the Kansas City area that invites other families and investors to invest alongside it. It makes equity investments of $1 million to $100 million in lower middle market companies with $5 million to $50 million in revenue and $1 million to $10 million in EBITDA, through direct deals, co-investments, funds and SPVs. Sectors of interest include financial, consumer and business services, agribusiness, infrastructure, real estate and healthcare. The family began investing in 1981 and centralized its investments under Kompass Kapital in 2014. -
Dot Family Holdings (Chesterfield, Missouri)
Dot Family Holdings is the investment office of the Tracy family, owners and operators of Dot Foods, which it describes as the largest food industry redistributor in North America. The office invests exclusively in distribution companies, with a particular interest in master and two-step distribution and national models. Its permanent, proprietary capital base supports quick decisions, flexible transaction structures and close alignment with management teams, and its team of entrepreneurs and operators focuses on partnering with entrepreneur-owned and family-owned companies. -
Everest Group (Omaha, Nebraska)
Everest Group is a single family office in Omaha that seeks acquisitions and investments to build services companies through organic and acquisition-driven growth. It reports more than $1 billion in assets under management and is exploring opportunities across business services sectors. The team draws on more than 50 years of entrepreneurial and operating experience to improve efficiency and performance, while leaving day-to-day leadership with each company's management team. Its focus areas include private equity and startups in technology, SaaS and business services. -
Zell Family Office (Chicago, Illinois)
The Zell Family Office supports the needs of the Zell family, with services that range from health to finances. It is a division of Chai Trust, the private trust company for the Zell family, whose other main division, Equity Group Investments, invests directly in privately held companies across industries. The office follows its founder Sam Zell's outlook on exploring potential and creating impact, and aims to support the family, the community and society. Its listed focus areas are private equity and philanthropy. -
Brownhelm Capital (Cleveland, Ohio)
Brownhelm Capital is a single family office in Cleveland that partners with fund managers and management teams to create long-term value. Beyond investing through third-party funds, it has a flexible mandate to invest directly and opportunistically across a company's capital structure, life cycle, industry and geography. The firm and its founding family have long ties to financial services and real estate, and Brownhelm looks for opportunities to add value as an investor in those sectors. Its asset classes include private equity, real estate, private credit, venture capital and hedge funds. -
Equity Investment Group (Fort Wayne, Indiana)
Equity Investment Group is a diversified family office investment company in Fort Wayne that concentrates on commercial real estate and lower middle market operating companies. It is also involved in advisory work, fund management, private equity and other strategic investments. Since 1990, the firm has completed more than $2 billion in transactions for its own account, and its principal group, led by founder George Huber, has taken fundraising, oversight and management roles in private equity and portfolio companies. Sectors of interest include retail, healthcare services and business services. -
Dorman Group of Companies (Traverse City, Michigan)
The Dorman Group of Companies is a single family office that manages investments and other activities on behalf of the Dorman family. Most of its work centers on acquiring and growing operating companies in engineered manufacturing, value-added distribution and logistics, business services, and metal processing and distribution. The group makes its investments and acquisitions mainly in private, family-owned companies, and private equity is its primary investment area. -
Huizenga Capital Management (Oak Brook, Illinois)
Huizenga Capital Management is the family office of the Huizenga family. Founded in 1990, it oversees investments across private equity, venture capital, hedge funds, public securities, real estate, and oil and gas. The Huizenga family has founded, operated and invested in many businesses, including Waste Management, Blockbuster Video and a range of private companies. The office is based in Oak Brook, in the western suburbs of Chicago. -
Walnut Ridge Family Office (Orange Village, Ohio)
Walnut Ridge Family Office is a private investment firm formed by the Kanfer family, the founders, owners and operators of GOJO Industries, maker of PURELL brand products. The firm partners with founders and management teams to build long-term value, support profitable growth and strengthen each company's legacy. Its capital comes from more than 75 years of running the family business, and it offers partnership, capital, access and resources to the companies it backs. Its focus is private equity, with interest in manufacturing and healthcare services.
How to use this list
Most of the Midwest offices here deploy private equity capital into lower middle market and family-owned operating companies, often as long-term or permanent owners, while a few run broader multi-asset portfolios or support a family's wider needs. Founders and sponsors with control or majority deals in manufacturing, distribution and services are the closest match for their stated focus. Check each office's website for its revenue and EBITDA criteria and any deal submission channel before you send a teaser.
Decision-makers at these family offices
- Hunter Trust: Lacey Wismer (Managing Director)
- Kompass Kapital: Kyle Berger (Director of Investments); Alok Srivastava (Managing Partner)
- Dot Family Holdings: David Sonn (Founder, CEO); Bill Metzinger (President)
- Everest Group: Curt Van Hill (Chief Investment Officer)
- Zell Family Office: Brian Scharf (Managing Director); Michael Shiner (Senior Director)
- Brownhelm Capital: Max Weber (Director of Investment Strategy); Stephanie Guilfoyle (Chief Financial Officer)
- Equity Investment Group: George Huber (Founder, Chairman); Tyler Huber (Partner, Chief Investment Officer)
- Dorman Group of Companies: Daniel Dorman (Chairman); Greg Dorman (Vice President)
- Huizenga Capital Management: Heidi Huizenga (Chairman); David Bradley (President)
- Walnut Ridge Family Office: Michael Moran (CEO and Managing Partner); Marcella Kanfer Rolnick (Executive Chair & Founding Partner)
For more information and listings of active family offices: