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 based in Pennsylvania and come from our list of the largest multi-family offices in the US.
Veritable is an independent wealth advisement firm that was founded in 1986, then named Stolper & Co., and is headquartered in Newtown Square, Pennsylvania. Using their 22 years of experience, the group now offers financial services to over 200 clients and has over $18bn AUM. Following a comprehensive analysis of their clients, Veritable’s in-house portfolio managers develop the right structure for their client’s investments and do not adopt a “set and forget” approach thus conducting reviews and updating when appropriate.
For the last century, Pitcairn has provided wealth management advice to some of the wealthiest families in the US. Its unique Wealth Momentum approach was founded to provide comprehensive and long-term solutions in order to achieve multi-generational wealth.
Since its inception in 2001, Sageworth has provided financial services to over 100 families located across the United States. The Pennsylvania-based group’s actions and motives are based on its six principles which were outlined by Tim Brown when the group was founded. Sageworth can offer unique financial advice thanks to their talented in-house analytic team which actively seek common sense solutions and aggressively manage risk.
Image Source: Austin Distel via Unsplash (17.02.2023)