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Multi-family offices

Multi-Family Office Database

A multi-family office serves several families. Most have websites and public filings, so they are easier to research than single family offices.

The line between a multi-family office and a wealth manager is blurry. We list a firm as a multi-family office only when it uses that description itself. In the United States, most multi-family offices are registered investment advisers, and their filings are public on the SEC’s Investment Adviser Public Disclosure site.

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Multi-family office pages

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