Office type
This list contains 50 multi-family office profiles, all categorized as multi-family offices. The United States accounts for 30 entries, with Germany and the United Kingdom contributing 3 each and Singapore 2. New York is the most represented city, followed by Chicago, San Francisco and London. The investment focus fields are varied: private equity appears most often, with real estate next, followed by venture capital and hedge funds. Alternative investments, fixed income, private credit and healthcare also feature in the summary. For fund managers and companies, these fields can help build an initial set of offices to research by strategy, sector or geography. A multi-family office may serve multiple client families and invest through different mandates, so profile tags do not establish a shared appetite or a current allocation. Review each office’s public information and make your approach specific to the relevant strategy.
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 coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.
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.
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.
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
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.
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.
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.
CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.
HB Wealth provides family office services to select families, including wealth management, trust and estate planning, and private investment support. It coordinates with families’ other advisors and staff to manage wealth across generations.
Berman Investment Advisors is a multi-family office providing wealth management and support with asset transfers, beneficiary education, and tax planning. It coordinates with legal and financial professionals on these matters.
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.
CTC | myCFO is a wealth consulting firm serving affluent individuals, families, and family offices. It provides investment consulting and multi-family office services.
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.
Meristem and Cresset formed a multi-family office serving clients across multiple markets. The firm combines the two organizations' family wealth and asset management businesses.
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.
Wilmington Trust provides wealth advisory and family office services, including trust, financial planning, fiduciary, asset management and private banking services. It serves families with multigenerational relationships.
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
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.
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.
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.
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.
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.
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.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
The Family Office at Synovus provides investment and wealth planning services to families, including estate planning, governance, family education, and leadership development. It offers tailored strategies for wealth growth and preservation.
Ehrenkranz Partners is a multi-family office and wealth management firm that advises families on financial matters. It invests across asset classes and market cycles.
The St. Louis Trust Company provides wealth management, investment management, and family office services to families with multi-generational wealth. Its services are tailored to each client family.
Compound Family Offices is a fee-only multi-family office based in Sarasota, Florida. It advises families on managing wealth and planning their legacy.
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.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
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.
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.
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.
REYL Private Office provides multi-family office services as part of the REYL Group, an independent banking group with offices in Switzerland and other international locations.
XP Multi Family Office manages investments in Brazil and internationally on a discretionary basis. It is compensated by the families it serves, which can hold assets at a financial institution.
MLD Wealth Management is a multi-family office providing wealth planning and financial services to families and individuals. Its services include financial planning, tax structuring, and portfolio management.
Feri Family Trust provides multi-family office services to family wealth funds and institutional clients. The company is based in Hesse, Germany.
Spudy Family Office is a multi-client family office. Its stated investment areas are real estate and corporate investments.
Deutsche Oppenheim Family Office is a multi-family office advising private individuals, entrepreneurs, churches, foundations, and institutional investors. It provides wealth management and develops tailored solutions for clients.
CBP Quilvest is an independent banking entity providing private wealth management and family office services. Its stated areas include real estate and private equity.
Gopher Asset Management provides alternative investment and related services. Its stated focus areas include private equity, real estate funds, secondary market investments, family office accounts, and institutional services.
Alvarium Wealth is part of a privately owned, independent investment management boutique. It provides investment services to individuals, families, foundations, and charitable trusts through funds, managed accounts, and tailored solutions.
Stonehage Fleming Family & Partners is a multi-family office and asset management firm.
Vedra Partners is a family-led multi-family office providing investment capabilities and advice to wealthy families in Europe and Asia. Its stated areas include private equity, funds, and energy, including renewable sources.
Wren Investment Office is a London-based multi-family office offering wealth management, investment management, and family office services. It serves families, charities, and endowments.
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.
Maitland Family Office provides international family office services, including family governance, legal and fiduciary services, investment advisory, consolidated reporting, accounting, and tax compliance.
GBS Finance Family Office provides wealth management services for high-net-worth families through a simple, transparent, and global model. Its family office division was established to align services with clients’ financial and wealth management interests.
Beyond Family Office is an Israeli multi-family office and impact investment firm. It originates and syndicates investments that combine financial returns with social and environmental impact.
Sunrise Global provides family office and administrative services to families and entrepreneurs managing wealth internationally.
340 events hosted since 2007, from summits to small workshops.
The page includes 50 profiles categorized as multi-family offices. It summarizes public firm-level fields such as location, investment focus and AUM disclosure where available. These offices serve multiple client families, so a profile should be treated as a starting point for research rather than evidence that every client has the same investment objectives.
The United States accounts for 30 offices, Germany and the United Kingdom for 3 each, and Singapore for 2. New York has 8 profiles. Chicago, San Francisco and London each have 3. The locations describe the list’s entries and do not establish the geographic reach of each office’s investments.
Private equity appears as a focus for 25 offices, followed by real estate at 18. Venture capital and hedge funds each appear for 9 offices, and alternative investments for 8. Fixed income is listed for 6, while private credit and healthcare each appear for 5. These tags can help narrow research but do not confirm a current mandate.
Make the reason for contacting the office clear and tie it to a relevant strategy or sector in the profile. Explain the opportunity, stage and capital requirements concisely. Because a multi-family office may act for clients with different mandates, confirm the appropriate decision process and avoid assuming that one profile-wide focus applies to every client.
The full list adds contact data, decision makers and check size fields. These can help you assess whether an office may fit your opportunity and identify a relevant point of contact for research or outreach. The added fields do not promise introductions, funding or an investment decision.
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