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Family Offices by AUM Band List

This list organizes 48 family office profiles around disclosed assets under management, giving researchers a way to compare firms with public AUM information. It includes 16 single-family offices and 32 multi-family offices. The United States is the largest country group, while New York is the most represented city; Switzerland and Germany also feature among the leading country counts. Private equity and real estate are common listed focuses, alongside venture capital, alternative investments and hedge funds. These details can help founders and fund managers decide which profiles deserve closer review, and help investors or advisors map the firms represented in the database. AUM does not establish available capital, a check size or interest in a specific proposal, and reporting scopes may differ. Use the table as an initial screen, then verify relevant priorities and fit. The full list adds contact data, decision makers and check size fields.

At a glance

  • All 48 profiles have disclosed AUM.
  • There are 16 single-family offices and 32 multi-family offices.
  • The United States has 28 profiles, followed by Switzerland and Germany with 4 each.
  • Private equity is listed for 20 offices, real estate for 17 and venture capital for 11.

Family office profiles (48)

Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.

Over $20B (8)

Hightower Family Office

Chicago, IL | Multi-family office | Founded 2007

Hightower Family Office coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Equity, Venture Capital, Real Estate, Private Credit
  • Equities
  • Fixed Income
  • Private Equity
  • Venture Capital
  • Real Estate
  • Private Credit

Azimut Investment Management Singapore Ltd.

Singapore, Singapore | Multi-family office | Founded 1989

Azimut Investment Management Singapore provides wealth management, fund management, and family office services to private clients. It is part of the Azimut Group, an international asset management group.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity, Real Estate
  • Private Equity
  • Real Estate

Bessemer Trust

New York, NY | Multi-family office | Founded 1907

Bessemer Trust is a privately owned, independent multi-family office serving individuals and families with substantial wealth. Its stated investment areas include equities, fixed income, credit, commodities, currencies and hedge funds.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Credit, Commodities, Hedge Funds
  • Mid- and Small-Cap Equities
  • Fixed Income
  • Credit
  • Commodities
  • Currencies
  • Hedge Funds

Patriarch Partners, LLC

New York, NY | Single family office | Founded 2000

Patriarch Partners is a family office and private investment firm that acquires and restructures companies, with a focus on undervalued American brands and business operations.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds
Wealth source
Not stated
  • Real Estate
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Alternative Investments
  • Company Acquisitions

AlTi Tiedemann Global

New York, NY | Multi-family office | Founded 1999

AlTi Tiedemann Global is a multi-family office and wealth management firm serving families, family offices, foundations, and institutions. Its services include investment management, advisory, trust, administrative, and family office support.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Equity, Private Credit, Hedge Funds, Real Estate
  • Equities
  • Fixed Income
  • Private Equity
  • Private Debt
  • Hedge Funds
  • Real Estate

Téthys SAS

Neuilly-sur-Seine, France | Single family office | Founded 1996

Téthys is the holding company of the Bettencourt-Meyers family, which is a major shareholder of a cosmetics company.

AUM range
Over $20B
Check size
Not stated
Asset classes
Venture Capital, Direct Investments
Wealth source
Bettencourt-Meyers family; cosmetics business
  • Healthcare
  • Digital Health
  • Life Sciences
  • Education Technology
  • Legal Technology
  • Software

Gotthard Partners AG

Zurich, Switzerland | Multi-family office | Founded 2009

Gotthard Partners is a multi-family office advising entrepreneurs, families, foundations, and private individuals on sustaining wealth. It provides holistic advice alongside wealth management services.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
  • Private Equity Funds
  • Hedge Funds

JAWS Estates Capital, LLC

Miami Beach, FL | Single family office | Founded 1991

JAWS Estates Capital is the family office associated with the Sternlicht family. Its stated investment areas include global real estate, hotel management, oil and gas, and energy infrastructure.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Sternlicht family; investment and business activities in real estate, hotel management, oil and gas, and energy infrastructure
  • Global Real Estate
  • Hotel Management
  • Oil And Gas
  • Energy Infrastructure
  • Private Alternative Investments

$5B-$20B (8)

Chevy Chase Trust Company

Bethesda, MD | Multi-family office | Founded 1999

Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income
  • Long-Term Equity
  • Fixed Income
  • Molecular Medicine
  • Genomic Sequencing Technology

Archer Asia

Central, Hong Kong | Multi-family office | Founded 2009

Archer Asia is a multi-family office focused on Asian alternative investments. Its fund invests with an emphasis on risk-adjusted returns and capital preservation.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Hedge Funds, Funds
  • Asian Alternative Investment Funds
  • Hedge Fund Investment
  • Due Diligence

Rockefeller Capital Management

New York, NY | Multi-family office | Founded 2018

Rockefeller Capital Management provides family office, wealth management, asset management and strategic advisory services to individuals, families, institutions and corporations. The firm launched following the acquisition of the Rockefeller family private investment office.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Funds
  • Family Office Services
  • Wealth Management
  • Asset Management
  • Strategic Advisory

Henry Crown and Company

Chicago, IL | Single family office

Henry Crown and Company manages investments across publicly traded securities, real estate, investment funds, and privately held operating companies. Its subsidiary holding company manages wholly owned businesses.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Real Estate, Funds, Direct Investments, Infrastructure, Private Credit
Wealth source
Crown family
  • Public Securities
  • Real Estate
  • Operating Companies
  • Industrial Manufacturing
  • Transportation
  • Food Processing

Kairos Capital Group

Singapore, Singapore | Multi-family office | Founded 2016

Kairos Capital Group provides multi-family office investment services to individuals, families, and institutions. Its stated investment areas include private equity, venture capital, and private credit funds.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Funds
  • Private Equity
  • Venture Capital
  • Private Credit

ArchBridge Family Office

St. Louis, MO | Multi-family office | Founded 2002

ArchBridge Family Office is a multi-family office providing advice and support to families across financial matters. Its stated investment areas include public markets, private equity, venture capital, real assets, direct private investments, and values-aligned strategies.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Real Estate, Direct Investments
  • Public Markets
  • Private Equity
  • Venture Capital
  • Real Assets
  • Direct Private Investments
  • Values-Aligned Strategies

Veritable LP

Newtown Square, PA | Multi-family office | Founded 1986

Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Real Estate, Funds
  • Public Companies
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Private Real Estate
  • Alternative Investments

Maitland Family Office

Johannesburg, South Africa | Multi-family office | Founded 2000

Maitland Family Office provides international family office services, including family governance, legal and fiduciary services, investment advisory, consolidated reporting, accounting, and tax compliance.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital, Hedge Funds
  • Private Equity
  • Real Estate
  • Venture Capital
  • Hedge Funds
  • Mergers And Acquisitions
  • Technology

$1B-$5B (8)

Jacobs Holding AG

Zurich, Switzerland | Single family office | Founded 1994

Jacobs Holding is a single-family office for the Jacobs family. It invests in companies in developed economies, with a background in coffee trading and stated activity in private equity, coffee, food and restaurant businesses.

AUM range
$1B-$5B
Check size
CHF 300 million
Asset classes
Private Equity, Direct Investments
Wealth source
Jacobs family; coffee trading
  • Private Equity
  • Coffee
  • Food
  • Restaurant Chains

Whittier Trust Company

South Pasadena, CA | Multi-family office | Founded 1935

Whittier Trust Company is an independent multi-family office and wealth management firm serving families, individuals, and foundations across the United States. Its services address a range of wealth management needs.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Real Estate, Direct Investments
  • Equities
  • Fixed Income
  • Alternatives
  • Direct Investments
  • ESG
  • Impact Investing

Franz Haniel & Cie. GmbH

Duisburg, Germany | Single family office | Founded 1917

Franz Haniel & Cie. is a single-family office for the Haniel family, structured as a long-term holding company. It combines majority investments in European business services companies with a diversified multi-asset portfolio.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments, Funds
Wealth source
Haniel family
  • Business Services
  • Multi-Asset Portfolio
  • European Companies

Korys

Halle, Belgium | Single family office | Founded 2011

Korys is the entrepreneurial investment company of the Colruyt family, investing in companies and working with them over the long term. Its stated areas include conscious consumer, healthy living, energy transition, private equity funds, and liquid investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Funds
Wealth source
Colruyt family
  • Conscious Consumer
  • Healthy Living
  • Energy Transition
  • Private Equity Funds
  • Liquid Investments

Dunes Point Capital, LLC

Rye, NY | Single family office | Founded 2013

Dunes Point Capital is a family office and private investment firm pursuing control transactions in general industrial and business services sectors. Its investment approach emphasizes organic growth and operational transformation.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity
Wealth source
Not stated
  • Industrial
  • Business Services
  • Organic Growth
  • Operational Transformation

Permanens Capital Partners

New York, NY | Multi-family office | Founded 2011

Permanens Capital Partners is a multi-family office based in New York. Its stated investment areas include long-only equities, private equity, hedge funds, and alternative investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Public Equities, Hedge Funds
  • Long-Only Equity
  • Private Equity
  • Hedge Funds
  • Alternative Investments

Willoughby Capital Holdings, LLC

New York, NY | Single family office | Founded 2009

Willoughby Capital Holdings is a United States-based family office that makes private investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated

Tolleson Private Wealth Management

Austin, TX | Multi-family office | Founded 2000

Tolleson Private Wealth Management began as a private office managing one family’s assets and now serves other families. Its services include private wealth management, trusteeship and private banking.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated

$250M-$1B (8)

Perlman Family Office

Greenwich, CT | Single family office | Founded 2012

Perlman Family Office is a single-family office established by the Perlman family. Its stated areas include hedge funds and U.S. public securities markets.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Hedge Funds, Public Equities
Wealth source
Perlman family
  • Hedge Funds
  • U.S. Public Securities

INVL Family Office

Vilniaus m. sav., Lithuania | Multi-family office | Founded 2015

INVL Family Office provides family office services alongside asset management across private equity, land, renewable energy, real estate, private debt and global funds. The group traces its origins to families pooling expertise to manage assets.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Infrastructure, Private Credit, Funds
  • Pension Funds
  • Mutual Funds
  • Private Equity
  • Real Estate
  • Infrastructure
  • Renewable Energy

Yamauchi No. 10 Family Office

Tokyo, Japan | Single family office

Yamauchi No. 10 Family Office manages assets for the Yamauchi family. Its stated areas include software, technology and the game industry.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
Wealth source
Yamauchi family; proceeds associated with a game company
  • Software
  • Technology
  • Gaming

Roth & Sohn GmbH

Berlin Charlottenburg, Germany | Single family office | Founded 1966

Roth & Sohn is a family office founded by the Roth family. It manages family assets.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Arts
  • Culture
  • Hospitality
  • Media
  • Real Estate
  • Private Equity

Bristlecone Advisors, LLC

Bellevue, WA | Multi-family office | Founded 1999

Bristlecone Advisors is an independent investment advisory firm and multi-family office providing personalized advice and solutions. Its stated investment areas include hedge funds, private equity, and impact investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity
  • Hedge Funds
  • Private Equity
  • Impact Investing

JMS Family Office

Beverly Hills, CA | Single family office

JMS Family Office is a single-family office that invests in commercial real estate and private equity funds, and provides capital for real estate transactions.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Funds, Private Credit
Wealth source
Stein family
  • Commercial Real Estate
  • Private Equity Funds
  • Real Estate Financing

MFG Family Office LLC

Miami, FL | Multi-family office | Founded 2021

MFG Family Office is a multi-family office that provides comprehensive advice and global asset management services. Its approach spans multiple jurisdictions and custodians.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated

Kistefos AS

Oslo, Norway | Single family office | Founded 1998

Kistefos manages the long-term capital of the Sveaas family through a private investment company with an active ownership mandate. It invests across offshore, shipping, financial services, technology, and real estate, with a primary focus on Europe.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds
Wealth source
Sveaas family; wood-pulp milling
  • Offshore
  • Shipping
  • Financial Services
  • Technology
  • Real Estate

$50M-$250M (8)

FIRSTUNITY Financial Services Pty Ltd

Sydney, NSW, Australia | Multi-family office | Founded 2003

FIRSTUNITY is a financial advisory firm offering wealth management, family office and philanthropic services. It supports families with relationship coordination, intergenerational matters and philanthropic planning.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Family Office Services
  • Philanthropy
  • Intergenerational Planning

AQAL Capital GmbH

Minich, Germany | Single family office | Founded 2013

AQAL Capital is a single family office that incorporates sustainability criteria into its investment approach. It uses a proprietary framework for investment risk management.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Integral Sustainability

Hudson Advisor Services, Inc.

Buffalo, NY | Multi-family office | Founded 1994

Hudson Advisor Services provides portfolio management and private back office support for families and institutions. Its services are tailored to the requirements of each client.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Real Estate, Funds
  • Asset Allocation
  • Equities
  • Fixed Income
  • Alternative Investments
  • Portfolio Management

Seiler & Sala Family Office AG

Samedan, Switzerland | Multi-family office | Founded 2008

Seiler & Sala Family Office is a multi-family office based in Samedan, Switzerland. Its stated industry is real estate.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate
  • Real Estate

Lead Capital Partners, LLC

Nashville, TN | Multi-family office | Founded 2011

Lead Capital Partners is a multi-family office investment firm formed by its managing partners and a group of families seeking investments in privately owned companies. It works with investing families and draws on business operating experience.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Direct Investments
  • Privately Owned Companies
  • Business Growth

Sturgeon Ventures LLP

London, United Kingdom | Multi-family office | Founded 1998

Sturgeon Ventures is a multi-family office that began as a single family office and later developed an incubator for private company investments. Its areas of focus have included financial services and well-being.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity
  • Real Estate
  • Alternative Investments
  • Venture Capital
  • Private Equity
  • Financial Services
  • Well-Being

CVA Family Office, LLC

Denver, CO | Multi-family office | Founded 2016

CVA Family Office is a multi-family wealth management firm serving business owners, entrepreneurs, and client families. Its investment areas include funds, hedge funds, and alternative investments.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Funds, Hedge Funds
  • Funds
  • Hedge Funds
  • Alternative Investments

Baldwin Investment Management, LLC

West Conshohocken, PA | Multi-family office | Founded 1999

Baldwin Investment Management is a privately owned firm serving families, foundations, and nonprofit institutions. It provides investment advisory, family office, and financial planning services.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity
  • Private Equity
  • Technology

Under $50M (8)

Helvetia Investment Advisors S.A.

Lugano, Switzerland | Multi-family office | Founded 2017

Helvetia Investment Advisors provides multi-family office services to families and institutions, including asset supervision, performance and risk reviews, reporting, real estate consulting, wealth planning, and family governance support.

AUM range
Under $50M
Check size
Not stated
Asset classes
Real Estate
  • Real Estate

Sivia Capital

San Francisco, CA | Multi-family office | Founded 2014

Sivia Capital is a multi-family office providing asset management and wealth advisory services to entrepreneurs, business owners, and high-net-worth families.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Private Equity
  • Venture Capital

Axtmann Holding GmbH

Schönefeld, Germany | Single family office | Founded 1999

Axtmann Holding is a single-family office and investment holding wholly owned by the Axtmann family. Its holdings include aviation and mobility businesses, real estate, and private company investments.

AUM range
Under $50M
Check size
Not stated
Asset classes
Direct Investments, Real Estate, Commodities
Wealth source
Not stated
  • General Aviation
  • Mobility
  • Air Ambulance
  • Real Estate
  • Private Company Holdings
  • Critical Metals

London Wall Private Office LLP

London, United Kingdom | Multi-family office | Founded 2012

London Wall Private Office is an independent multi-family office serving clients internationally, with a focus on clients from Eastern Europe and Asia.

AUM range
Under $50M
Check size
Not stated
Asset classes
Real Estate
  • Family Office Services
  • Eastern Europe
  • Asia
  • Real Estate

MB Family Advisors, LLC

New York, NY | Multi-family office | Founded 2008

MB Family Advisors is a multi-family office investment firm that manages alternative investment portfolios for families.

AUM range
Under $50M
Check size
Not stated
Asset classes
Hedge Funds, Funds
  • Hedge Fund of Funds

Letson Investment Management, Inc.

Atlanta, GA | Multi-family office | Founded 1987

Letson Investment Management is a multi-family office and independent investment management firm based in Atlanta. Its investment process emphasizes risk management and diversification through tailored asset allocation.

AUM range
Under $50M
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Funds, Hedge Funds, Real Estate
  • Venture Capital
  • Private Equity
  • New Funds
  • Hedge Funds
  • Alternative Investments
  • Real Estate

CĒDRUS Financial - Family Office Services

Littleton, CO | Multi-family office | Founded 2008

CĒDRUS Financial is a family advisory firm that helps client families coordinate wealth growth and protection strategies with family goals. Its stated investment area is fund of funds strategies.

AUM range
Under $50M
Check size
Not stated
Asset classes
Funds, Hedge Funds
  • Fund Of Funds
  • Long-Term Growth
  • Risk-Adjusted Returns

Najarian Family Office, LLC

Chicago, IL | Multi-family office | Founded 2006

Najarian Family Office is a multi-family office that supports clients with their financial needs and life goals.

AUM range
Under $50M
Check size
Not stated
Asset classes
Not stated

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Questions about this list

What does an AUM band tell me about a family office?

AUM can provide context for comparing profiles, but it does not reveal how much capital is available for a particular investment or whether a firm will consider an outside proposal. Reporting scopes may vary. Treat disclosed AUM as one input and compare it with other firm-level information.

How can I use the AUM information when screening firms?

Use it as an initial comparison point alongside structure, location and stated investment focus. Then check whether the firm’s interests and potential investment scope align with your opportunity or research purpose. A disclosed figure is not a substitute for confirming mandate or check size.

How should I approach an office on this list?

Make the relevance clear from the start. Refer to the firm’s stated investment focus, explain what you are seeking or researching, and keep the first contact concise. Verify the appropriate decision maker and whether the firm considers opportunities like yours before sharing detailed materials.

Which investment focuses are most common in these profiles?

Private equity is listed most often, followed by real estate and venture capital. Alternative investments and hedge funds also appear among the leading focus counts. These are counts of listed profile interests, not measures of asset allocation or current investment activity.

What additional details does the full list provide?

The full list adds contact data, decision makers and check size fields to the public firm-level information. Those fields can help you refine screening and plan suitable outreach. They do not guarantee an introduction, funding or any outcome.

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