Gilbert & Cook Private Wealth Management

Gilbert & Cook, Inc., an independent RIA based in an undisclosed location, specializes in providing comprehensive financial planning and investment strategies for high-net-worth individuals and families, drawing on over 30 years of industry experience to offer personalized, fiduciary advice.

Cochener Garvey Capital Partners, Inc. (Garvey Family Office, CGCPI) is a Wichita, Kansas-based single-family office. Established in 2012, the firm invests and manages the wealth of the Garvey family, a multigenerational Midwestern business dynasty. CGCPI manages the family's industrial, manufacturing, pharmaceutical, and technology-related holdings while providing comprehensive investment management, portfolio oversight, and strategic advisory services. The firm evolved from the Cochener and Garvey business lines, which merged into a consolidated platform after the Cochener arm relocated to Wichita. The office employs a hands-on approach to deal sourcing, business development, and operational improvements across its private portfolio. While maintaining strong regional roots, the family office conducts national due diligence and market research without publicly relying on external investment managers. Cochener Garvey Capital Partners investment strategy centers on direct private equity ownership, targeting U.S. middle-market companies across manufacturing, industrials, pharmaceuticals, and technology services. Geographic focus remains anchored in Kansas and the broader American Midwest, though the firm executes acquisitions nationwide in sectors aligned with its expertise. Market research is performed primarily in-house, guided by the family's long-standing philosophy of disciplined growth, conservative underwriting, and value creation through operational excellence. GCPI's activities embody a classic American family office playbook, consisting of direct investments, concentrated sector specialization, and long-term private ownership of industrial and technology assets.

Investors Management Corporation, a privately held family office founded nearly 50 years ago, focuses on responsible long-term ownership of multi-unit businesses across the United States. Under the leadership of the Maynard family, the firm has expanded from a single restaurant into a portfolio of six companies, emphasizing sustainable impacts over short-term gains.

CGF Holdings, a Kansas City-based multi-family office formed by the Clymer and Grant families, focuses on equity investments in high-quality, medium-sized businesses. With over two decades of investing experience, the firm emphasizes long-term growth and capital preservation.

MCM Wealth is a registered investment advisor based in Marin County, California, specializing in wealth management and tailored financial planning services for high-net-worth families and business owners. The firm is led by founder Geoffrey Hakim and President Robert Hoyt, focusing on innovative investment products.

The Family Wealth Consulting Group, based in Silicon Valley, California, is a family-owned financial planning and investment advisory firm founded in 1998. It specializes in personalized wealth management and alternative income funds, including peer-to-peer and real estate loans, aiming to maximize clients' financial resources across generations.