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 multi-family offices based in Alabama will be discussed. All of the multi-family offices that are described can be found on our list of the largest US multi-family offices.
1. Waverly Advisors
Based in Birmingham, Waverly Advisors is a specialist financial advisor which targets affluent American families. Since 1999, the group has been nurturing generational family wealth that has been acquired through a single event or ultra-high earner. Their family office division is at hand to help with an investment portfolio, estate planning, and real estate. The registered investment advisory firm currently has over $5bn of assets under management.
2. Keel Point
The Huntsville-based group has over 60 dedicated team members which are spread across 6 groups in order to provide specialist financial advice to high-net-worth US families. Their family office approach is structured in the following categories: personal, philanthropy, strategic, and portfolio. Keel Point structures its approach using these categories in order to provide complex holistic planning and build significant wealth.
Since its foundation in 1998, the Birmingham-based group has been serving Southeast families establishing its position as one of the country’s leading multi-family offices. Currently, Arlington provides individualized financial services to over 66 families located across the United States. The group has over $9bn of assets under management and guides its investment strategy using the following principles: purpose, principle, and policy.
Image Source: Mario Gogh (18.03.2023)