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.
Patel Family Office LLC
Frisco, TX | Single family office | Founded 1955
Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital
- Wealth source
- Patel family; hospitality and hotel businesses
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
Collaborative Capital Advisors LLC
New York, NY | Multi-family office
Collaborative Capital Advisors is a multi-family office offering investment opportunities, family office services, and philanthropic guidance to families and individuals.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
Baldwin Brothers LLC
Marion, MA | Multi-family office | Founded 1974
Baldwin Brothers is an independent wealth management firm providing investment advisory and family office services. Its services support families with wealth management and financial planning across generations.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Funds
2M Investment Partners, LLC
San Mateo, CA | Single family office | Founded 2017
2M Investment Partners is an investment partnership backed by a family office. It seeks to own and operate a concentrated portfolio of regional businesses, providing capital and operational support.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Not stated
Avestix Group
Jupiter, FL | Multi-family office | Founded 2017
Avestix Group is a woman-owned fund management firm and multi-family office that provides wealth architecture and alternative asset management. Its investment areas include commercial real estate and emerging technologies such as artificial intelligence and blockchain.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Public Equities, Digital Assets
Legacy Family Office, LLC
Bonita Springs, FL | Multi-family office | Founded 2006
Legacy Family Office is a multi-family office that advises families on financial and family capital. Its services include financial planning and planning for intergenerational wealth transfer.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Living Well Family Office
Malibu, CA | Multi-family office | Founded 2014
Living Well Family Office is a multi-family office serving clients with a focus on long-term family needs.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Harvest Financial Advisors LLC
West Chester, OH | Multi-family office | Founded 1993
Harvest Financial Advisors is an independent multi-family office that advises families and individuals on wealth growth, protection and transition. It also helps families establish goals for current and future generations.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Catalyst Family Office, LLC
Mountain View, CA | Multi-family office | Founded 2018
Catalyst Family Office is an independent multi-family office serving entrepreneurs, investors, executives and their families. It provides wealth strategy and financial reporting services tailored to family needs.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
Omnia Family Wealth
Aventura, FL | Multi-family office | Founded 2015
Omnia Family Wealth is a multi-family office providing financial guidance and planning for clients and their families. Its services take an intergenerational approach to financial objectives and family legacy goals.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Fixed Income, Public Equities, Hedge Funds
AWM Family Office
Phoenix, AZ | Single family office | Founded 2010
AWM Family Office provides wealth guidance and investment management for clients. Its investment access includes real estate, venture capital, private equity, and franchising.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Private Equity
- Wealth source
- Not stated
Blossom Wealth Management
Alamo, CA | Multi-family office | Founded 2009
Blossom Wealth Management provides financial services to wealthy families and works with their professional advisers. It also connects clients with resources related to lifestyle ventures and agricultural holdings.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Funds
True Family Enterprises
Foothill Ranch, CA | Single family office | Founded 2012
True Family Enterprises is a privately held family office involved in energy infrastructure projects that provide on-site power for data centers, manufacturing and distribution. Its stated interests also include media, fashion, real estate, food and beverage, health and beauty, private equity and venture capital.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Infrastructure, Real Estate, Private Equity, Venture Capital
- Wealth source
- Not stated
Osbon Capital Management
Boston, MA | Multi-family office | Founded 2005
Osbon Capital Management provides investment management and family office services to families, entrepreneurs, and executives. Its investment focus includes technology trends such as e-commerce, cloud computing, semiconductors, artificial intelligence, advertising technology, digital healthcare, and digital finance.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Digital Assets, Funds
Kemmons Wilson Companies
Memphis, TN | Single family office | Founded 1948
Kemmons Wilson Companies is a single-family office established by the Wilson family. Its investment activities focus on aviation, financial services, hotels, insurance, real estate, and time sharing.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Wilson family; hospitality and hotel business
Avestar Capital LLC
New York, NY | Multi-family office | Founded 2017
Avestar Capital is a multifamily office providing cross-border advisory services across public and private markets. It serves families, entrepreneurs, corporations, and foundations with financial planning and investment advice.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
Consultas LLC
Dallas, TX | Multi-family office | Founded 2018
Consultas is a multi family office providing financial and investment management services. Its stated investment areas include liquid and illiquid investments, real estate, commodities, and alternative investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Commodities, Private Equity, Hedge Funds, Real Estate
The Friedman Family Office
Chicago, IL | Single family office | Founded 1970
The Friedman Family Office organizes the family’s investments and holdings, with interests spanning real estate development, property management, arts, philanthropy, social impact, business, and emerging technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Friedman family
Kapoor Family Office
New York, NY | Single family office
Kapoor Family Office manages and grows the Kapoor family's wealth through investments and philanthropic initiatives. It focuses on health and wellness, human connection, and ventures that support women-led businesses.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Not stated
Haus Fürstenberg Family Office
Donaueschingen, Germany | Single family office | Founded 2002
Haus Fürstenberg Family Office is the single-family office of the Fürstenberg family, bringing together its investment holdings, operating businesses, forests, residences, and cultural collections. Its activities include forestry, timber products, real estate, and financial investments.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Hedge Funds
- Wealth source
- Fürstenberg family
Tresono Family Office AG
Köln, Germany | Multi-family office | Founded 2011
Tresono advises business families and foundations on asset strategy and investments across capital markets, corporate investments, and real estate, with an emphasis on real assets. Its services also include operational support and preparation of the next generation for asset responsibilities.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Real Estate, Direct Investments
DMB Dr. Dieter Murmann Beteiligungsgesellschaft mbH
Kiel, Germany | Single family office
DMB is the single family office for the Murmann family and combines the family’s business activities in a diversified industrial holding. It operates across six independent company groups and pursues growth through business development and acquisitions.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Murmann family; industrial businesses
RuhmReich GmbH
Dusseldorf, Germany | Multi-family office | Founded 2021
RuhmReich is a multi-family office serving professional athletes and their families. It provides support with asset management, wealth preservation, and intergenerational transfer.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
von Aswegen
Germany | Single family office
von Aswegen is a private family office managing selected assets for the von Aswegen family. Its stated approach emphasizes heritage and conservative management of family assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Real Estate
- Wealth source
- von Aswegen family