Resnick Vergos LLC

Virtera Partners is a Pepper Pike, Ohio-based multi-family office and registered investment advisor. Established in 2020, the firm invests and manages the wealth of a select group of prominent ultra-high-net-worth families, serving as an outsourced family office platform for clients. Virtera Partners operates as an SEC-registered investment advisor and is owned by Adelman Family Investment Company LLC and founder Chaya Slain. Virtera provides customized portfolio construction, independent investment advice, consolidated performance reporting, and coordination with clients' tax, accounting, and estate-planning professionals. Its core competency lies in sourcing and selecting unaffiliated external investment managers across alternative asset classes, conducting rigorous due diligence, and constructing diversified portfolios that combine traditional securities with hard-to-access private market opportunities. Virtera Partners emphasizes alternative investments, including private equity funds, venture capital funds, hedge funds, real estate funds, commodities, and co-investment opportunities, alongside allocations to public equities and fixed income. The firm operates multiple pooled vehicles and fund-of-funds structures, including Virtera Private Select Fund I LP, Virtera Select Fund LP, and Virtera Serenity Fund LP, providing scalable access to diversified alternative portfolios. Portfolios are constructed on a customized basis, integrating long-only public markets exposure with private market investments and opportunistic strategies across a broad range of asset classes and geographies, primarily in North America with global flexibility where compelling managers are identified. The family office is considered sector-agnostic, with no sector of focus, but rather a focus on creating a diversified portfolio for their clients. Virtera's investment philosophy prioritizes capital preservation, long-term compounding, access to top-tier alternative managers, and institutional portfolio construction tailored to multi-generational family wealth.

RWN Management, LLC is a single family office based in New York City, primarily focused on yield, opportunistic investments, and venture capital across various asset classes, including real estate private equity, credit strategies, and energy. The firm offers comprehensive investment management services along with tax and estate planning.

Beninvest & Associates LLC, based in Manhattan, New York, is an alternative investment firm specializing in market-neutral strategies, hedge funds, fintech, and strategic international business development. It operates a family office and utilizes advanced trading technologies without any specific real estate focus mentioned.

Family Office Research, founded in 2005 and based in the U.S., provides integrated wealth management solutions including investment management, tax and estate planning, and private banking services, serving affluent clients as fiduciary advisors with a comprehensive approach.

GROCO Family Office Advisors (Greenstein, Rogoff, Olsen & Co., LLP) is a Freemont, California-based multi-family office, with an additional office in Palo Alto. Established in 1964, the firm provides virtual family offices services to multiple high-net-worth families, with a long-standing concentration on Silicon Valley entrepreneurs, technology executives, and business owners. The firm delivers financial management, estate planning, risk management, tax expertise, philanthropic planning, and overall generational planning for their clients. The family office functions as a commercial multi-client family office advisory firm, serving as a centralized hub for families with significant liquidity events, private company ownership, and multigenerational wealth. GROCO Family Office Advisors invests across asset classes including public equities, private equity, venture capital, as well as stock option trading. While GROCO does not sponsor funds or deploy capital directly, it plays a critical role in portfolio oversight, tax-efficient structuring, entity design, and generational transfer strategies. Its geographic orientation is predominantly U.S.-based, with deep expertise in Silicon Valley and technology-driven wealth. Investment decision-making is supported through a mixed research approach, leveraging internal tax and advisory expertise alongside external investment managers, enabling families to manage complexity, preserve capital, and optimize after-tax outcomes across market cycles.

Rosetta Investments, founded in 2008 and based in Herzliya Pituah, Israel, is a multi-family office specializing in wealth preservation through private equity, private companies, and real estate investments domestically and internationally. It integrates extensive experience and expert networks to optimize family wealth growth and protection.