Sowell &

Siller & Cohen Family Wealth Advisors, founded in 1988 and based in Rye Brook, New York, is a wealth management firm specializing in multi-generational financial planning, investment management, and estate planning for high net worth individuals and families. The firm manages approximately $830 million in assets.

Sivia Capital, founded in 2014 and based in San Francisco, is a multi-family office that provides high net worth families, entrepreneurs, and business owners with asset management and wealth advisory services focused on long-term wealth protection and growth.

Sileo Capital is an independent financial sponsor based in the United States, specializing in principal equity investments across sectors like Multi-Unit, Critical Infrastructure Services, Government Services, and Waste Management. The firm is known for providing strategic, operational, and financial consulting to its portfolio companies.

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.

Select Family Office is a high net worth family office based in the United States, founded in 2011 by Mike Mustillo. The firm focuses on providing customized financial solutions, including investments in real estate and alternative assets, leveraging extensive industry experience and a personalized approach to wealth management.

Simon Equity Partners, founded in 1998 and based in San Francisco, California, is a private equity firm specializing in growth capital investments in consumer companies. The firm leverages financial expertise and networks to support inspired entrepreneurs in building valuable businesses.