This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
In this article, we will discuss 3 multi-family offices that are headquartered in New York and can be found on our list of the largest multi-family offices in the US.
1. Forbes Family Trust
Established in 2009, the group was founded to provide an alternative approach to the traditional multi-family office. The New York-based group provides services for over 250 families and 50 institutions globally. Forbes Family Trust partnered with Partners Capital Group to improve its investment strategy in 2017 and acquired fellow multi-family office group AM Global in 2019. Most recently, Forbes Family Trust announced its partnership with leading hedge fund specialist Stanhope Capital Group in 2021.
2. Rockefeller Capital Management
Rockefeller Capital Management is a private financial services firm that offers asset and wealth management for ultra and high-net-worth individuals, families, businesses, and institutions. As of June 2022, the group has $90bn in AUM. Rockefeller offers a tailored approach using intellectual content and state-of-the-art technology to provide the best returns for their clients.
3. Graypoint LLC
The New York-based group is a multi-family office wealth management and investment firm which target high-net-worth families and organizations. The firm was founded in 2019 due to a merger between Bender Lane Advisory and Hugh Johnson Advisory. The group can offer over 40 years of experience and call upon this experience to provide individualized financial services to some of the wealthiest families in the USA.
Image Source: Chris Barbalis (17.02.2023)