Wellspring Family Office

Wellspring Financial Advisors, LLC, founded in 2007 and based in Cleveland, Ohio, is an independent personal wealth management and multi-family office firm. It specializes in holistic financial planning, investment management, family governance, and tax strategies for multi-generational families.

SouthWorth Capital Family Office is a versatile investment firm that provides private equity investments across a broad range of sectors, including logistics and engineering, focusing on partnerships with experienced management teams for growth. Founded by the Presley family, it leverages substantial capital and networks to enhance the success of small to midsize companies.

Wasson Enterprise is a Chicago-based family investment office founded in 2016 by Greg Wasson, former CEO of Walgreens Boots Alliance. The firm invests in diverse sectors including consumer goods, retail, clean tech, and healthcare, focusing on sustainable growth and impactful ventures.

Institutional investor. based in William Byron United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

WPWealth LLP, a Registered Investment Adviser based in the United States, emphasizes comprehensive wealth management and personalized financial guidance. The firm offers services across financial planning, investments, insurance, and estate planning, focusing on proactive market monitoring.

Institutional investor. based in Colorado Family Offices United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor