Emerging Family Offices in the U.S. 2025: Tracking the Next Wave of Wealth Management

The family office landscape is evolving rapidly, with new firms quietly emerging to manage generational wealth, private investments, and philanthropic initiatives.

At AdvizorPro, our continuously expanding Family Office Data gives you a front-row seat to this evolution, offering deep intelligence on both long-established and newly launched family offices across the U.S.

Here are three recently formed family offices making an impact in 2025:

Winnie Capital – Philadelphia, PA

Winnie Capital serves as the private investment firm of Jason and Kylie Kelce, managing both business and philanthropic ventures. Their portfolio includes a stake in HOMAGE Inc., a vintage-style sports apparel brand that aligns with their passion for sports and community.

Focus: Consumer Brands, Sports

Asset Classes: Private Equity, Venture Capital

Trek One Capital – Houston, TX

Founded by entrepreneur Brandon Davis, Trek One Capital spans multiple industries, including oil and gas, private equity, and motorsports. Davis is also known for his involvement with Swan Racing, highlighting the firm’s diverse investment strategy.

Focus: Energy, Food, ESG

Asset Classes: Natural Resources, Private Equity

MFO Ventures – Delray Beach, FL

MFO Ventures, led by Dr. Eric Moskow, focuses on healthcare innovation and growth-stage investments. The firm’s portfolio includes pharmaceutical ventures and technology-driven healthcare services aimed at transforming patient outcomes.

Focus: Healthcare, Pharmaceuticals

Asset Classes: Growth Equity, Private Equity

Conclusion: Discover and Connect with the Next Generation of Family Offices

New family offices like these reflect the changing face of wealth management, where private capital, innovation, and philanthropy converge. For asset managers, recruiters, and fintech firms, spotting these emerging players early offers a significant competitive advantage.

With AdvizorPro, you can access real-time intelligence on thousands of family offices , from legacy firms to the newest launches, all in one powerful platform.

Start your free trial today to see how AdvizorPro helps you connect with the right family offices before your competitors.

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