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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, three US multi-family offices which are based in Ohio will be discussed. All of the family offices can be found on our list of the largest US multi-family offices.
1. Oberlin Wealth Partners
Based in Bryan Ohio, Oberlin Wealth Partners is an independent registered investment advisor and also serves as a multi-family office. The Oberlin investment model is based on individual solutions based on the client’s financial situation and depends on each family’s circumstances. The team is led by Cliff Oberlin and provides a “Wealth Management Plan” to each client which serves as a day-to-day guide for the management of the client’s portfolio.
2. CM Wealth Advisors
Founded in 1983 originally as a single-client family office, CM Wealth has seen transitioned to a complex multi-family office that targets UHNW families and foundations. The group have been providing services to multi-family offices since 2002. CM currently has over $1.7bn assets under management and has committed over $500m to private equity and venture capital since 2002. The Ohio-based group value its personal relationships with clients and rely on these to cultivate comprehensive wealth management plan to their clients.
3. Cohen & Company
The Cleveland-based group offers extensive financial services to clients based in the states and across the globe. Founded in 1977, the group has over 650 associates located across Illinois, Maryland, Michigan, New York, Ohio, Pennsylvania, and Wisconsin. Cohen & Co provide wealth management advice for high-net-worth families and use their experience to provide industry best practice and on-target expertise.
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