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.
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
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
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
IEQ Capital Family Office
San Francisco, CA | Multi-family office | Founded 2019
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Fixed Income, Real Estate
Ovadiya Aharonoff Multi-Family Office LLC
Hallandale Beach, FL | Multi-family office | Founded 2011
Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Private Credit, Real Estate, Direct Investments, Digital Assets
Cresset Family Office
Chicago, IL | Multi-family office | Founded 2018
Cresset Family Office provides multi-family office services for clients managing wealth. Its stated offerings include private investments, estate and wealth transfer planning, tax planning, trust services, banking, and lending.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity
Sagard Holdings
New York, NY | Multi-family office | Founded 2025
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Real Estate
Offit Capital Advisors
New York, NY | Multi-family office | Founded 2007
Offit Capital is a multi-family office serving individuals, families, endowments, and foundations. It provides investment advisory services across asset classes, including public equities, fixed income, private equity, private credit, real estate, and hedge funds.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Fixed Income, Private Equity, Public Equities, Hedge Funds, Private Credit, Real Estate
LDJ Capital Multi-Family Office
New York, NY | Multi-family office | Founded 2005
LDJ Capital Multi-Family Office provides advice and services to families and individuals. Its stated areas span private equity, venture capital, real estate, public markets, commodities, technology, media, and consumer sectors.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Commodities
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
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
Simon Quick Advisors, LLC
Morristown, NJ | Multi-family office | Founded 2004
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Venture Capital, Private Equity, Real Estate, Private Credit
CH Investment Partners
Dallas, TX | Multi-family office | Founded 2011
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Hedge Funds, Private Equity, Direct Investments, Real Estate, Fixed Income
Brandywine Trust Company
Hockessin, DE | Multi-family office | Founded 1992
Brandywine Trust Group provides fiduciary and investment services focused on preserving purchasing power across generations. Its investment activities include public equities, fixed income, and alternative markets in the United States.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
1888 Investments, LLC
Wichita, KS | Single family office | Founded 2015
1888 Investments is the investment arm of the Koch family office and manages portfolios that include third-party and affiliated funds, direct investments, and legacy holdings. Its strategies span public markets, hedge funds, private equity, real estate, cash, and short-duration fixed income.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Hedge Funds, Private Equity, Real Estate, Fixed Income, Direct Investments, Funds
- Wealth source
- Koch family; wealth from Koch Industries
Seven Bridges Advisors, LLC
New York, NY | Multi-family office | Founded 2011
Seven Bridges Advisors is a multifamily investment office serving institutions, individuals, and families. It sources and evaluates investments across markets, assets, and strategies, and builds customized portfolios.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Fixed Income, Public Equities, Private Equity, Real Estate
Loring, Wolcott & Coolidge Trust, LLC
Boston, MA | Multi-family office | Founded 1817
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
Sentinel Trust Company
Houston, TX | Multi-family office | Founded 1997
Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate
Pohlad Companies
Minneapolis, MN | Single family office | Founded 1955
Pohlad Companies is a single-family office for the Pohlad family, stewarding a permanent capital base and a portfolio of operating businesses. Its investments and businesses span commercial real estate, automotive, sports and entertainment, and private investing.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Direct Investments, Private Equity, Venture Capital, Real Estate
- Wealth source
- Pohlad family; banking
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
Wilks Brothers, LLC
Cisco, TX | Single family office | Founded 2011
Wilks Brothers is a family-controlled office formed to hold and invest the Wilks family's capital. The family built its wealth in masonry and hydraulic fracturing, and the office invests across energy, real estate, land, ranching, manufacturing, construction, and related businesses.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Public Equities, Direct Investments
- Wealth source
- Wilks family; proceeds from the sale of a hydraulic fracturing business
Fortitude Family Office, LLC
Scottsdale, AZ | Multi-family office | Founded 2021
Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds, Private Credit, Real Estate
Trust Company Family Offices
Holland, OH | Multi-family office | Founded 1990
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Fixed Income, Hedge Funds, Funds
Amzak Capital Management, LLC
Boca Raton, FL | Single family office
Amzak Capital Management is the private investment firm of the Kazma family, whose wealth originated in the cable television industry. It focuses on private equity, fixed income, real estate, and healthcare, with additional investments in public equity and selected alternatives.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Fixed Income, Real Estate, Public Equities
- Wealth source
- Kazma family; cable television
J.M. Forbes & Co. LLP
Boston, MA | Single family office | Founded 1838
J.M. Forbes & Co. is a multi-client investment advisory and trust office providing money management and trustee services to individuals, trusts, and foundations. Its services include investment, estate, and tax planning, with an emphasis on long-term capital preservation.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
- Wealth source
- Forbes family; financial services
SBP Management
New York, NY | Multi-family office | Founded 2011
SBP Management invests across direct funds and co-investments, long/short equity, credit, and special situations. Its target industries include life sciences, technology, financials, consumer products, real estate, industrials, and natural resources.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Public Equities, Funds, Direct Investments
Questmont Virtual Family Office, LLC
Tampa, FL | Multi-family office | Founded 2013
Questmont Virtual Family Office is a multi-family office serving business owners, entrepreneurs, and families. It coordinates wealth, business, investment, tax, estate, and succession planning.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Hedge Funds, Private Equity, Private Credit, Real Estate
Seven Mile Advisory, LLC
Ewing, NJ | Multi-family office | Founded 2022
Seven Mile Advisory is a US-based multi-family office and registered investment adviser. It provides customized financial planning and family office services based on clients’ needs and goals.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Thomvest Ventures
San Francisco, CA | Single family office | Founded 1996
Thomvest is a single-family office with a venture investment arm focused on technology and company-building. Its investments include technology businesses, private equity funds and co-investments, and public and private credit.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Public Equities, Infrastructure, Real Estate, Funds
- Wealth source
- Thomson family
Zeke Capital Advisors, LLC
Berwyn, PA | Multi-family office | Founded 2008
Zeke Capital Advisors is a multi-family office that serves as the investment arm for clients, providing investment solutions tailored to client needs.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit
OneAscent Family Office LLC
Birmingham, AL | Multi-family office | Founded 2017
OneAscent Family Office serves multiple families with coordinated planning, investing, and giving services. It oversees public and private market investments and supports families with financial planning and charitable giving.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Fixed Income, Funds
Mantucket Capital
Greenwood Village, CO | Single family office | Founded 1998
Mantucket Capital is a single-family office that invests in private equity, private debt and special situations across multiple industries. It partners with management teams to support business growth.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate
- Wealth source
- Not stated