LakeStreet Family Office

LFG Family Office SA, founded in 2012 and based in Lugano, Switzerland, is a privately held family office providing asset management and wealth management services to entrepreneurial families internationally. It focuses on data-driven wealth management rather than specific investment sectors.

Broadstreet Family Office LLC is a registered investment advisor based in Somers, New York, specializing in customized wealth management and financial solutions for ultra-high-net-worth families and individuals, emphasizing confidentiality and centralized asset management. Founded recently, it focuses on comprehensive family asset strategies.

Studer Family Office AG is a Pfäffikon, Switzerland-based single-family office. Established in 2019, the firm invests and manages the wealth of the Studer family. Founded by Roger Studer, a seasoned financial expert with an extensive background in investment banking and wealth management, the firm leverages decades of expertise to steward generational wealth. Known for its entrepreneurial spirit and focus on sustainable value creation, Studer Family Office provides tailored solutions for succession planning, capital deployment, and strategic partnerships. The firm specializes in financing and developing private companies and real estate projects, with a commitment to fostering positive societal and environmental impacts. Their investments are largely self-financed, and they leverage an extensive network of trusted partners to pursue ambitious projects. The firm employs a selective investment process, emphasizing professionalism, reliability, and a strong alignment with their investment philosophy. The office focuses on private equity, direct investments, real estate and private credit, partnering with entrepreneurs and established businesses to create value through strategic investments. The firm has a progressive investment style and will co-invest alongside other LP and family offices.

Stokes Family Office, a 100% family-owned firm based in New Orleans with over 35 years of experience, provides bespoke wealth management, financial planning, and fiduciary services focused on high-net-worth families and institutions, emphasizing long-term client relationships.

Saint Street Holdings, based in Carmel, Indiana, is a family office investing primarily in innovative entrepreneurs and fund managers across sectors including real estate, disability services, accessible technology, and big data. They emphasize long-term partnerships and integrity in their investment approach.

SwissPath is a Swiss-based independent multi-family office headquartered in Zurich, licensed by FINMA, providing tailored wealth solutions and unique investment strategies across financial markets and private equity. The firm emphasizes personalized service for established clients and active entrepreneurs without specified real estate focus or founding family details.