The Purcell Companies

Palm Equity, founded in 2008 and based in West Palm Beach, Florida, is a multi-family office specializing in complex multi-asset investment solutions and portfolio construction. The firm focuses on tailored investment management and advisory services for ultra-high net worth families.

Palm Ventures is an active family investment office focused on nurturing businesses that positively impact society, operating primarily in the United States. The firm invests across diverse sectors including education, healthcare, affordable housing, and business software, with initiatives in economically disadvantaged communities.

Clearwell Group is a Tampa, Florida-based family office founded in 2019 that makes control equity investments primarily in southeastern U.S. companies across manufacturing, business services, environmental services, healthcare, software, and financial services sectors. It emphasizes building lasting family legacies and stewardship.

Perch Bay Group, a New York-based single family office founded by Curt Brockelman, focuses on venture and private equity investments across diverse sectors including financial technology, healthcare, consumer staples, and real estate. It aims to build a sustainable legacy for future generations through strategic growth stage financing.

Promus Holdings, a Chicago-based family office founded in 2008, invests in alternative assets including direct private equity in lower-middle market companies and commercial real estate with value-add strategies focused on high-growth metropolitan areas. It manages multi-strategy portfolios for multiple families.

Coral Partners is a New York City-based family office investment firm that invests its capital in founder-owned, lower middle market businesses to provide liquidity and facilitate growth. The firm focuses on long-term partnerships with companies generating $1 million to $5 million EBITDA.