Top Family Offices in Wisconsin 2026

Key Facts

• At least five single family offices (SFOs) operate in Wisconsin, with Hendricks Holding and Horizon Partners among the largest by portfolio company count.
• Milwaukee serves as the primary hub, home to three major SFOs and the headquarters of Curi Capital, the state's leading multi-family office (MFO).
• Wisconsin families can choose from SFOs, MFOs, virtual family offices (VFOs), outsourced models, and law firm practices serving wealthy clients.
• Direct capital deployment in real estate, private equity, and manufacturing drives allocation among Wisconsin wealth managers.
• The great wealth transfer, which Cerulli Associates expects to move $124 trillion in the US through 2048, is accelerating demand for succession planning and next-generation education services statewide.
• Wisconsin's status as a community property state creates unique marital property planning needs that shape local advisory work.

Wisconsin Family Office Landscape Overview

Wisconsin's wealth management market centers on Milwaukee, where three of the state's five known SFOs maintain operations. Hendricks Holding in Beloit manages 16 active portfolio companies out of 27 total. Horizon Partners in Milwaukee has built a portfolio of 25 companies. Gary Comer, Inc. (GCI) in Waukesha rounds out the large SFOs with 13 portfolio companies and 8 currently active.

The state's wealth stems largely from manufacturing, agriculture, and family-owned businesses built over multiple generations. This Midwest industrial base produces a distinct type of ultra-high-net-worth (UHNW) client: pragmatic, privacy-conscious, and focused on long-term preservation rather than flashy returns. Chicago serves as a secondary hub for Wisconsin families seeking larger national providers.

MFOs and outsourced providers fill the gap for families below the SFO threshold. Trust Point in La Crosse, Johnson Financial Group in Racine, and Curi Capital in Milwaukee each offer full-service platforms combining portfolio management, estate planning, tax planning, and family oversight. West Madison Wealth Management in Madison operates as one of the few dedicated VFO models in the state, coordinating independent professionals into a unified advisory team.

Family Office Services in Wisconsin by City

Families looking for a family office in Wisconsin will find providers in four main markets, each covered by one of our city guides. Trust Point, a La Crosse trust company with a dedicated family office division, is profiled in both our La Crosse and Eau Claire guides.

Milwaukee is the state's hub, built on manufacturing, tanning, retail and brewing wealth. Single family offices such as Marcus Investments, Lubar & Co. and Jacsten invest directly in operating companies, while Curi Capital and Brookfield-based Vogel Consulting Group serve multiple families.

Middleton is the wealth management hub for the greater Madison area in Dane County, with six advisory firms on its Greenway Boulevard corridor alone, among them Savant Wealth Management, Mariner Wealth Advisors and Beacon Pointe Advisors. Endowment Wealth Management is the only identified multi-family office serving the Middleton and Madison corridor, and most independent firms there work on a fee-only fiduciary model.

La Crosse and neighboring Onalaska serve western Wisconsin's Coulee Region, where agriculture, healthcare and small businesses drive demand. Besides Trust Point, Mercer Advisors runs a multi-family office platform from Onalaska, and Nesnah Ventures is the Hansen family's single family office.

Eau Claire is the main wealth hub for the Chippewa Valley. No dedicated single family office has been publicly identified there, so families rely on multi-family office platforms: Trust Point, Creative Planning, Cresset Capital and Atlatl Advisers all offer formal family office services in the area.

Family Office Comparison

Wisconsin's providers range from dedicated SFOs managing diversified portfolios to full-service MFOs and specialized advisory firms. The table below compares the most active providers with confirmed Wisconsin operations.

Family Office	Type	Investment Focus	Services	Location
Hendricks Holding	SFO	Diversified, 16 active portfolio companies	Direct investments, M&A	Beloit
Horizon Partners Ltd.	SFO	Diversified, 25 portfolio companies	Portfolio management	Milwaukee
Gary Comer, Inc. (GCI)	SFO	Diversified, 8 active portfolio companies	Direct investments	Waukesha
Curi Capital	MFO/Outsourced	PE, private credit, real estate	Full service, Addepar reporting	Milwaukee/Chicago
Trust Point	MFO	Estate planning, succession planning	Family CFO model, charitable trusts	La Crosse
Johnson Financial Group	Bank-affiliated MFO	Legacy planning, consolidated investing	Full service, concierge, private banking	Racine
43 North Partners	SFO	Real estate, PE, hedge funds, aviation	Wealth management, direct investments	Wisconsin
West Madison Wealth Management	VFO	Coordinated specialist network	Estate, tax, financial planning	Madison
Vanden Heuvel Wealth Mgmt	Broker-dealer affiliated	Intergenerational wealth management	Oversight, legacy, trust services	Appleton

Hendricks Holding stands out for deal volume with 85 linked M&A transactions. Curi Capital offers the broadest MFO platform, with 65+ employee partners and private capital due diligence capabilities. Trust Point differentiates through its family CFO model, acting as a financial quarterback for wealthy families in western Wisconsin.

Top Picks by Strategy

• Largest Deal Portfolio: Hendricks Holding, with 85 M&A deals linked to its diversified SFO platform in Beloit
• Best for Outsourced Family Office: Curi Capital, offering 65+ employee partners, Addepar reporting, and private capital access from Milwaukee and Chicago
• Top Pick for Succession Planning: Trust Point, whose family CFO model includes next-generation education programs and documented case studies in multigenerational estate transitions
• Strongest Oversight Platform: Johnson Financial Group, building legacy teams with attorneys, accountants, business consultants, and family coaches under one coordinated structure
• Most Diversified SFO: Horizon Partners Ltd., managing 25 portfolio companies from Milwaukee
• Best for Direct Real Estate: 43 North Partners, with active positions in multifamily, senior living, retail, and single-family rental properties plus aviation assets
• Leading VFO Model: West Madison Wealth Management, offering a coordinated network of independent specialists in Madison

Top 9 Family Offices in Wisconsin in Detail

Hendricks Holding

Wisconsin's most prolific dealmaker among private wealth firms operates from Beloit with 85 linked M&A transactions. Hendricks Holding maintains 16 active portfolio companies out of 27 total through a diversified strategy. This deal volume places it well ahead of any other Wisconsin-based SFO in transaction activity. Families exploring co-investment or partnership with an active acquirer will find few comparable platforms in the Midwest.

Curi Capital

Curi Capital runs the most complete MFO platform headquartered in Wisconsin, structured around four pillars: wealth planning, advisory, accounting and reporting, and administration. Over 65 employee partners invest their own capital alongside clients, creating direct alignment on risk and return. The firm maintains a low client-to-advisor ratio and uses Addepar for consolidated reporting.

Private equity, private credit, and real estate allocations flow through Curi Capital's institutional networks. Business owners planning liquidity events get coordinated estate, tax, and advisory services from a single Milwaukee-based team with Chicago reach.

Trust Point

Trust Point's family CFO model gives La Crosse and Eau Claire families a hands-on quarterback for all financial coordination. Documented case studies include consolidating assets, managing bill pay for multiple residences, and executing multigenerational estate transitions involving complex care situations. Christine Schmidt, the firm's leader, received a 2024 Top Women in Finance award.

The firm builds family charters, facilitates family meetings, and runs structured education programs for next-generation wealth holders. Families in western Wisconsin seeking a local fiduciary with deep succession planning expertise should consider this firm first.

Johnson Financial Group

Johnson Financial Group in Racine brings firsthand experience to legacy planning as a multigenerational family business itself. The firm assembles what it calls a "legacy team," pairing attorneys, accountants, business consultants, and family coaches with each client family. Services span consolidated investing, private banking, tax planning, charitable giving, bill pay, and concierge services.

The bank-affiliated structure provides lending and banking solutions that independent MFOs cannot offer directly. UHNW families who want private banking integrated with structured family oversight will find this model efficient.

Horizon Partners Ltd.

Horizon Partners has assembled one of Wisconsin's largest SFO portfolios from its Milwaukee base, holding 25 total companies with 4 currently active. The office takes a diversified approach without a stated sector concentration. For families or co-investors seeking exposure to a seasoned Wisconsin SFO with deep deal experience, Horizon Partners represents a major local presence.

Gary Comer, Inc. (GCI)

GCI holds a focused, high-conviction portfolio of 13 companies with 8 currently active from its Waukesha headquarters. The SFO pursues a diversified strategy between Milwaukee and Madison's metro areas. Its active-to-total portfolio ratio reflects selective management and disciplined exit decisions.

43 North Partners

Launched in 2021, 43 North Partners brings a distinctive multi-asset approach to the Wisconsin SFO market. The office invests directly in real estate (multifamily, senior living, retail, single-family rental), private equity (accounting services, software, manufacturing), hedge funds, and public markets. An aviation portfolio that includes hangar and office space at Dane County Regional Airport near Madison adds an unusual asset class. Tech entrepreneurs and business owners seeking hands-on direct capital deployment will find 43 North's model compelling.

West Madison Wealth Management

Madison's VFO model coordinates independent professionals (estate attorneys, tax planners, financial planners) into one harmonized team. The structure keeps costs lower than a traditional SFO or MFO while still delivering coordinated advice.

Families with $10 million to $40 million in assets who want professional coordination without the overhead of a dedicated office should evaluate this approach. West Madison fills a gap in the state capital, where standalone private wealth options remain limited.

Vanden Heuvel Wealth Management

Vanden Heuvel gives northeastern Wisconsin families access to institutional-grade resources from its Appleton base through a national broker-dealer affiliation. The team emphasizes family unity through financial education, transparent communication, and structured decision-making frameworks. A dedicated financial concierge manages affairs spanning multiple platforms and professionals. Families in the Fox Valley and Green Bay region gain trust services, banking, lending, insurance, and risk management without relocating their advisory relationship to Milwaukee or Chicago.

Trends Shaping the Wisconsin Market

Direct Deals in Manufacturing and Real Estate

Wisconsin's industrial economy channels private wealth capital into direct deals rather than blind-pool funds. 43 North Partners invests in manufacturing, accounting services, and software companies. Real estate allocations favor multifamily housing, senior living, and retail properties. Hendricks Holding's 85 M&A transactions reflect a preference for direct ownership and operational involvement typical of Midwest family offices.

The $124 Trillion Wealth Transfer

Cerulli Associates expects $124 trillion in US wealth to change hands through 2048 (Cerulli, December 2024). The great wealth transfer is hitting Wisconsin family businesses hard, especially in manufacturing and agriculture. Trust Point has built documented case studies around multigenerational estate transitions. Johnson Financial Group structures its entire service model around legacy teams designed for multi-decade planning. Curi Capital runs financial education sessions for clients as young as their teens, preparing the next generation for wealth oversight.

Private Markets and Co-Investment Access

Wisconsin families increasingly seek private equity, private credit, and real estate co-investment (investing alongside another fund or family) opportunities. Curi Capital leverages institutional and private client networks for deal flow. Select MFO providers co-invest alongside managers in private capital strategies with minimums as low as $100,000. Other firms offer co-investment programs for families with at least $5 million allocated to commercial real estate.

Community Property and Marital Planning

Wisconsin is one of only nine community property states (IRS Publication 555), creating unique estate and tax planning needs. Several Wisconsin law firms offer dedicated marital property planning through their family office practices. This legal distinction affects asset titling, trust structure, and wealth transfer strategies. Families relocating to or from Wisconsin must account for how community property rules change their existing estate plans.

How to Evaluate a Family Office in Wisconsin

Wisconsin's market is small enough that most families will evaluate all available options rather than filtering a large pool. Start by defining whether your wealth level justifies a dedicated SFO (typically $100 million or more), a shared MFO platform (viable at $25 million to $100 million), or a virtual or outsourced model (accessible at $10 million and above). West Madison Wealth Management and Curi Capital represent the lower and upper ends of that spectrum.

Geography matters in this state. Milwaukee concentrates most providers, while La Crosse (Trust Point), Racine (Johnson Financial Group), and Appleton (Vanden Heuvel) serve specific regions. Families in Madison, Green Bay, or Eau Claire may need to choose between local convenience and broader service capabilities in Milwaukee or Chicago.

Fiduciary commitment separates fee-only advisors from commission-based or hybrid models. Curi Capital and Trust Point operate as fiduciary advisors. Johnson Financial Group's bank-affiliated model combines advisory with private banking products. Ask whether the firm uses open architecture (selecting the best options regardless of source) or favors proprietary solutions.

Wisconsin's community property laws and agricultural wealth patterns create planning needs that national MFOs may not handle as well as locally rooted firms. Evaluate whether your advisor has specific expertise in Wisconsin trust law, marital property rules, and business succession for family-owned companies. Specialized Wisconsin law firms offer counsel on these issues through dedicated practices.

Assess private markets access as a final step. Families seeking direct deals, co-investment opportunities, or private credit need a provider with institutional networks. Curi Capital and select MFO providers offer these capabilities. Trust Point and Johnson Financial Group focus more on traditional portfolio management and planning.

Which Family Office Fits Your Needs?

UHNW families with $100 million or more and complex portfolios should explore Curi Capital's full-service outsourced model. It combines advisory, accounting, tax planning, and private capital access through a single team with 65+ employee partners. For families whose wealth originates from a manufacturing business or agricultural operation, Johnson Financial Group's legacy team approach pairs financial planning with business transition expertise.

Next-generation wealth holders inheriting family businesses or trusts benefit from Trust Point's structured education programs and family charter development. The firm's family CFO model consolidates all financial coordination into one relationship. This reduces the burden on heirs managing wealth for the first time. Business owners in the Fox Valley or northeastern Wisconsin can access similar services through Vanden Heuvel in Appleton.

Families with $10 million to $40 million who want coordinated professional advice without full MFO fees should evaluate West Madison Wealth Management's VFO model in Madison. Those seeking direct deal flow in real estate, private equity, or alternative assets will find the most active platforms at 43 North Partners and Curi Capital. Both invest directly rather than solely through fund allocations.

Methodology

This guide to family offices in Wisconsin draws on publicly available data from provider websites, industry databases, and competitive analysis of confirmed Wisconsin-based operators. Office profiles reflect verified information including portfolio company counts, service offerings, team credentials, and geographic footprint. No AUM figures appear where providers do not publicly disclose them. The analysis covers SFOs, MFOs, VFOs, outsourced models, and affiliated practices with documented Wisconsin operations as of 2026. Coverage prioritizes providers with physical offices or confirmed client activity in the state, while noting Chicago-based firms that serve the Milwaukee corridor.