Kosei Advisors

K5 Advisors, based in Munich, Germany, is a single-family office predominantly investing in real estate and alternative asset classes. The firm focuse...

Ohana Advisors, based in San Rafael, California, is an independent multi-family office founded over 25 years ago that advises ultra-high net worth families. It specializes in constructing diversified multi-asset class portfolios with institutional-quality due diligence for long-term growth.

Koehler Group, a Stuttgart-based single family office founded by Rene Marius Kohler, invests long-term across equities, real estate, and venture capital. Their real estate focus includes sustainable residential, office, and logistics properties primarily in the DACH region, alongside tech-driven investments in Europe, the US, and Southeast Asia.

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.

Koejans Capital is a family office and private investment company based in Rijssen, Netherlands, founded in 2000. The firm operates primarily in financial services and has recently invested in the automotive sector, focusing on diversified asset management strategies.

Lido Advisors, LLC, based in Los Angeles, is a registered investment adviser specializing in private wealth management. Founded in 1999, Lido has grown to manage over $30 billion in regulatory assets, making it one of the fastest-growing firms in the nation. The company employs a family office model that provides personalized services to high-net-worth individuals, families, and organizations, ensuring a fiduciary standard that prioritizes clients' best interests. Lido offers a comprehensive range of services, including financial and estate planning, investment management, tax consulting, and trust services. Their approach integrates various disciplines to create tailored strategies that address clients' unique goals and concerns. The firm emphasizes a client-centered focus, in-house expertise, and clear communication, aiming to build trust and confidentiality in all client relationships. Lido's commitment to holistic wealth management supports clients in navigating complex financial landscapes while securing their legacies.