Office type
This list covers 50 multi family offices in the United States. It is intended for founders and business owners assessing potential sources of capital, as well as fund managers and researchers mapping the market. New York has the largest city count, with 11 offices, followed by San Francisco with 6 and Chicago with 5. Private equity is the most common recorded focus, appearing for 20 offices, while real estate appears for 16. Fixed income, venture capital, alternative investments and hedge funds each appear for 10. These tags help frame an initial search, but they do not establish an office’s current mandate or appetite for a particular opportunity. Use them alongside each profile’s public firm-level information to assess relevance and prepare a focused inquiry. The list contains multi family offices only, with no single family offices or nearby additions in this page’s coverage.
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.
Arlington Family Offices is a multi-client family office serving families in the United States and Europe. It provides guidance on wealth planning and intergenerational wealth management, and its stated investment approach uses fund-of-funds strategies.
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.
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.
TAG Associates is a multi-client family office that provides portfolio management services. Its stated investment areas include private equity, real estate, and venture capital.
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.
Gresham Partners is an independent investment and wealth management firm serving families and family offices. It provides access to external investment managers across asset classes alongside wealth planning and management services.
Belpointe operates as a multi-family office, making private investments and providing wealth management, legal, and real estate services.
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.
TMG Family Office is a multi-family office providing fiduciary wealth guidance to families. Its approach includes integrated planning and a multi-generational focus.
Matter Family Office provides investment, wealth planning, coordination, and culture and legacy services to multigenerational families.
Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.
Seven Post is an independent, privately owned partnership that manages global multi-asset-class portfolios for clients. Its approach includes core investments, third-party sub-advisers, risk management and planning for client objectives.
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.
TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.
Clarfeld Wealth Management is a multi-family office providing investment and wealth management services. Its services include income and estate tax planning, structuring and family office support.
East End Advisors is an independent multi-family advisory firm serving a small number of wealthy families and affiliated foundations. It manages customized, diversified investment portfolios.
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
Ascent Private Capital Management of U.S. Bank provides wealth management and multi-family office services to individuals and families. Its clients include those seeking to support their communities through their wealth.
Providence Family Offices is an administrative multi-family office serving individuals, families, and single and multi-family offices. It provides private wealth administration and family trust company administration.
340 events hosted since 2007, from summits to small workshops.
It covers 50 US firms classified as multi family offices. The page has no single family offices or nearby additions. Public profile fields and recorded investment focus tags can help narrow research, though they do not confirm that an office is accepting proposals or pursuing a particular deal.
Private equity is recorded for 20 offices and real estate for 16. Fixed income, venture capital, alternative investments and hedge funds each appear for 10. Treat these as research signals, then check the individual firm profile and its public materials for context before approaching.
Start with a concise note that explains the opportunity, the fit with the office’s recorded interests and the specific decision or next step you are seeking. Share relevant materials in a clear format and avoid assuming that a listed focus means an active mandate. Follow the contact route appropriate to the firm.
No. AUM is a firm-level disclosure and does not show how much capital is available for a specific investment, fund or transaction. It also does not establish an office’s check size, timing, mandate or decision process. Use it as one context point, and seek current fit directly.
The full list adds contact data, decision makers and check size fields to support more targeted research and outreach. These details can help you identify a relevant person and frame a proposal around the office’s profile. Requesting the list does not provide introductions or guarantee funding or other outcomes.
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