List of 3 private equity investor US multi-family offices

Multi-family offices have become increasingly important for wealthy individuals, families, and foundations acting as wealth management vehicles on their behalf. As multi-family offices continue to grow, so do their investments in private equity. According to research conducted by UBS, alternative assets consist of 40% of family office portfolios. In this article, three US multi-family offices that act as private equity investors are included. All of the multi-family offices can be found on our list of the largest US multi-family offices which is linked above.

1. Sentinal Trust (Houston, Texas)

Sentinal Trust was founded thanks to the merger between the Flowers and Fruehauf families in 1997. The Texas-based group offers expert financial advice to ultra-high-net-worth families located across the United States. Sentinal Trust’s investment philosophy is based on not selling products or one-size-fits-all solutions to its clients. Instead, the Houston-based group maintains a small client: senior-officer ratio. Currently, the group manages $5.5bn of assets with an average of $45m per client. When it comes to private equity, the firm adopts a fund-of-fund approach which reduces the risk for its clients and diversifies portfolios. The main areas of its focus within private equity consist of corporate finance, venture capital, and real estate.

2. Promus Holdings LLC (Chicago, Illinois)

Promus Holdings was founded on the basis of a merger between the Musso and Code families in 2008. The Illinois-based firm has become a specialist in traditional and alternative asset investments. Currently, Promus is providing financial advice to over 30 families. Promus exclusively target families with earnings before interest/taxes/depreciation/amortization (EBITDA) above $15m. The Illinois-based firm’s investment philosophy is based upon seeking diversification, focusing on risk-adjusted return, and taking advantage of market dislocation. Promus identifies companies in profitable lower-middle-market below $150m in sales and investment opportunities between $5-40m.

3. VergePointe (Lake Oswego, Oregon)

The Oregon-based firm has been providing specialist financial planning to families and individuals across the United States for the past 30 years. Vergepoint operates in three main areas: family office, private equity, and real estate. With regard to its private equity interests, VergePoint mainly focuses on buyouts, recapitalizations, and growth equity transactions. VergePoint has specific investment criteria which means the firm only invests in companies with revenue between $10-50m and is comfortable being a minority or majority stakeholder in their portfolio companies.

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