Floreat Group

The Family Office is an independent wealth management firm founded in 2004 and based in the GCC region with offices across Bahrain, UAE, Saudi Arabia, and Kuwait. It offers tailored portfolio solutions including private equity, private debt, and real estate investments, focusing on long-term wealth preservation and diversification.

Firenze Financial LLC is a New York-based, privately owned family office founded in 1998. It specializes in global equity capital market investments, focusing on highly liquid securities and IPOs, with significant experience in the U.S., India, Japan, Europe, and Hong Kong.

Fiori Financial Group is a Fort Lauderdale, Florida-based multi-family office and registered investment advisor. Established decades ago, the firm manages and invests the wealth for affluent and high-net-worth families across the United States. Operating in Fort Lauderdale, Fiori Financial Group serves hundreds of clients, with over a hundred being classified as high-net-worth clients. Led by Co-Founders Margaux Fiori and Scott Verlangieri, the partner-driven team provides a full suite of services encompassing individual wealth management, discretionary portfolio management, tax-advantaged planning, retirement planning, estate coordination, and real-estate portfolio evaluation. The firm acts as a multi-client advisory platform and implements various investment strategies, such as allocating capital to external managers, mutual funds, ETFs, and diversified model portfolios across global markets. Fiori Financial Group's investment strategy centers on long-term goals, with their asset allocation having broad exposure to public equities, fixed income, cash equivalents, and retirement-plan structures. Asset classes include U.S. and global equities, taxable and tax-advantaged fixed-income strategies, ETFs, mutual funds, and structured solutions available through Goldman Sachs' digital platform. The firm's geographic orientation is primarily U.S.-centric, consistent with its domestic client base. With a disciplined, advisory-first approach, Fiori Financial Group emphasizes multi-asset diversification, external manager selection, risk-adjusted portfolio construction, and collaborative planning for affluent families seeking a modern family office style wealth management experience.

Bloom Family Office is a Netherlands-based multi-family office founded in 2011, managing approximately $3 billion in assets. It provides wealth management and advisory services with a focus on venture capital and private equity investments for high-net-worth clients.

Haflo is a London-based global multi-asset family office with operational roots in Sweden, investing across shipping, real estate, venture capital, an...

The Family Office Group, based in Greenwich, Connecticut, is an investment management firm with over two decades of experience working with select family offices globally. It specializes in alternative investments including private equity, venture capital, real estate, private credit, natural resources, and impact ESG.