Multi-Family Office USA, LLC

Overview

MFO USA describes itself as a next-generation multifamily office for culturally aligned families. Its work spans private equity, real estate development, venture capital, asset management, and business development.¹²

History

MFO USA was established by John D. Santi Sr. and William E. Burns.³

Leadership

John D. Santi Sr. is the firm’s Founder. William E. Burns, GFS, serves as Chief Operating Officer. The team also includes Zander Santi, who works in accounting and real estate development.³

Services

MFO USA reports a private equity partnership of 17 years with a family office acquiring lower-middle-market businesses. Together, the partners have completed more than 100 acquisitions. The firm says these partnerships grew revenue from $0 to $1.5 billion and EBITDA to more than $100 million.²

Its venture capital work centers on agricultural innovation intended to create value for growers in the Mid-South. The firm also highlights real estate development, asset management, and business development.²

MFO USA says its business development work supports an agribusiness’s deal flow, deal analysis, and acquisition activity.²

MFO USA Advisory, LLC says it is a Tennessee-registered investment advisory firm that collaborates with philosophically aligned asset managers on assets under advisement. Its Form ADV identifies the firm as CRD 302109.²⁴

What the firm offers

• Investment management
• Family governance and education
• Private and alternative investments

Client Focus

The firm describes its focus as serving culturally aligned families and developing multigenerational family partnerships. Its investment and operating activities also include agricultural businesses, growers in the Mid-South, lower-middle-market companies, and aligned asset managers.¹²

Approach

John D. Santi Sr. describes MFO USA’s approach as developing multigenerational family partners while educating and training future leaders. The firm also highlights community initiatives, including dedication to the Liberty Park Gold Star Families Memorial Monument and support for the Food Is Health forum.³⁵

FAQs

Related resources

• LocationMultifamily offices in Memphis

  This Memphis directory helps a family compare nearby multifamily office options, service mixes, and regional perspectives before speaking with MFO USA. It can frame questions about investment management, family governance, and education for a culturally aligned family or business owner considering support in the Mid South.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com helps readers understand how corporate venture groups approach private investments and strategic relationships. Reviewing the firms listed can give a business owner useful context when discussing alternative investments, risk, liquidity, and whether venture exposure fits alongside family governance and education needs at a multifamily office.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how a multifamily office differs from a single family office and a virtual model. A prospective MFO USA client can use the distinctions to weigh privacy, shared resources, technology, governance support, and the level of direct involvement desired by family members and business owners.

• GuideHow multifamily offices invest

  This guide outlines common ways multifamily offices allocate across public markets, private investments, and other alternatives. It gives a prospective client a basis for asking MFO USA how investment decisions connect with family governance, education, risk preferences, liquidity needs, and the long term responsibilities of a culturally aligned family.

• Similar firmsSoutheastern Trust Company
  Clarity Family Office
  Tranquility Partners LLC

  Profiles of Southeastern Trust Company, Clarity Family Office, and Tranquility Partners LLC offer additional points of comparison on this site. Reading them may help a family or business owner identify questions about investment management, private investments, governance education, client fit, and differences among firms serving families with varied structures.

Sources

1. MFO USA
2. MFO USA Focus
3. MFO USA Team
4. Form ADV for MFO-USA Advisory, LLC, CRD 302109
5. MFO USA Giving Back

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.