IWC Family Offices
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IWC Family Offices is a family office in Reno, Nevada, that serves owners of middle-market companies. Its work centers on advanced tax mitigation, business valuation and advisory, and outsourced, part-time CFO services. Tax planning covers real estate sales, sales of privately held businesses, and concentrated public stock positions. IWC Trust states that it is not an investment adviser and neither manages nor places investments in securities. Its confirmed role for real estate sponsors is advisory, stressing owners' tax and financial planning over securities investment management.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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