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.
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
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
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
Archegos Capital Management, LP
New York, NY | Single family office
Archegos Capital Management is a family office that manages the wealth of the Hwang family.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Hedge Funds
- Wealth source
- Hwang family
Silvercrest Asset Management Group LLC
New York, NY | Multi-family office | Founded 2002
Silvercrest Asset Management Group is an independent investment advisor providing asset management and family office services to families and select institutional investors. Its approach includes portfolio construction, risk management, and diversification.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds, Private Equity
Oxford Financial Group, Ltd.
Indianapolis, IN | Multi-family office | Founded 1981
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
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
L Investments
New York, NY | Single family office | Founded 1999
L Investments is a single-family office with a portfolio of public and private equity.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Hedge Funds
- Wealth source
- Not stated
Baker Street Advisors Group, LLC Family Wealth Management
San Francisco, CA | Multi-family office | Founded 2003
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity
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
Jordan Park Group, LLC
San Francisco, CA | Multi-family office | Founded 2017
Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Venture Capital, Hedge Funds
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
Perot Investments Inc.
Dallas, TX | Single family office | Founded 1984
Perot Investments manages the wealth and investments of the Perot family, whose business history includes information technology services and real estate development. Its stated investment areas span public and private equity, venture capital, hedge funds, natural resources, aviation, and land.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate
- Wealth source
- Perot family; information technology services and real estate development
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
Paris-Roubaix Group
San Francisco, CA | Single family office | Founded 2012
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
- AUM range
- $5B-$20B
- Check size
- $25M
- Asset classes
- Private Equity, Venture Capital, Direct Investments, Digital Assets, Funds
- Wealth source
- Not stated
WMS Partners, LLC
Towson, MD | Multi-family office | Founded 1993
WMS Partners is a multi-family office that provides wealth planning, investment management and family legacy advice. Its investment approach can include public securities, private investments and outside managers.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Public Equities, Funds
F.N.B. Private Family Wealth
Pittsburgh, PA | Multi-family office | Founded 2026
F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Infrastructure, Commodities
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
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
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
Woods Family Office
Houston, TX | Single family office | Founded 1963
Woods Family Office manages the investments and wealth of the Woods family of Houston. It invests family capital and does not serve non-family clients.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Venture Capital, Real Estate
- Wealth source
- Woods family
Q Family Office
Fort Worth, TX | Single family office | Founded 1994
Q Family Office manages investments and business holdings across hedge funds, private investments, banking, and real estate, alongside a charitable foundation. Past holdings include businesses in aviation leasing, grocery retail, and auto parts.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Real Estate
- Wealth source
- Not stated
Family Management Corporation
New York, NY | Multi-family office | Founded 1989
Family Management Corporation is a registered investment adviser serving individuals, families, and not-for-profit organizations. It provides tailored plans using stocks, bonds, mutual funds, alternative investments, insurance, and tax-aware products.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Funds, Hedge Funds, Real Estate, Private Equity
The CAPROCK Group
Boise, ID | Multi-family office | Founded 2005
The CAPROCK Group is a multi-family office that provides financial solutions and wealth management services to client families. Its services include investment advice and support for preserving and growing family wealth.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
Fiduciary Counselling, Inc.
St. Paul, MN | Single family office | Founded 1941
Fiduciary Counselling, Inc. is the single-family office for the Weyerhaeuser family. Its stated investment areas include private equity, venture capital, real estate, and hedge funds.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Hedge Funds
- Wealth source
- Weyerhaeuser family
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
Sandalwood Securities, Inc.
Roseland, NJ | Single family office | Founded 1990
Sandalwood Securities is a single family investment office with experience in global futures trading and alternative investments, including hedge fund activity.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Real Estate, Venture Capital, Funds
- Wealth source
- Not stated
The Confidas Group
New York, NY | Multi-family office | Founded 1999
The Confidas Group is a multi-family office serving family groups in Latin America and Europe. It provides investment management and corporate finance advice across traditional investments, alternatives, and mergers and acquisitions.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Venture Capital, Real Estate, Public Equities, Fixed Income
Jermyn Street Capital Partners, Inc.
La Jolla, CA | Multi-family office | Founded 2004
Jermyn Street Capital Partners is a multi-family office that makes private equity investments using senior convertible preferred stock structures. Its investment sectors include consumer products, software, technology, manufacturing, water, craft beer, and quick service restaurants.
- AUM range
- $1B-$5B
- Check size
- $1,000,000 to $10,000,000
- Asset classes
- Private Equity
Market Street Trust Co.
Portsmouth, NH | Multi-family office | Founded 1909
Market Street Trust Co. is a multi-family office established to manage the wealth of the Houghton family, founders of a glassmaking company. It provides customized services to client families across generations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Fixed Income, Hedge Funds, Public Equities, Real Estate, Infrastructure, Commodities, Private Equity
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