FI  The Family Office




     Office Locations:

138 2nd Ave N #200
Nashville, TN 37201
Phone: 615-370-0056

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Financial Services
  • Real Estate & Construction

  •  

    Description:

    The Family Office, LLC is a financial services firm which oversees the investment management, trust administration, asset allocation, foundation management, accounting, estate planning, tax, and financial reporting for the Turner family, the founding family of Dollar General Corp, a Fortune 100 company. The Family Office, LLC was formed in 1998, has a staff of 20 employees, and serves three generations of Turner family members. In 2010, under the leadership of The Family Office, the family chartered a private trust company, the first in Tennessee. Former Dollar General chief, Cal Turner Jr., his brother Steve Turner and their sister Laura Turner Dugas, jointly own The Family Office. The late Cal Turner Sr. and his father started Dollar General in Scottsville, Ky. in 1939. The Cal Turner Family Foundation was established in 1991. In 1994, Cal Turner, Jr. contributed 137,000 shares of Dollar General Stock to the Foundation. Steve Turner runs his real estate investments through Marketstreet Enterprises (https://marketstreetenterprises.com/company).



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Cal Turner Co-Founder
    Laura Turner Dugas Co-Founder
    Steve Turner Co-Founder

     

    Portfolio companies include:


      YieldStreet
        web link


     

    Recent News: