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 that are headquartered in Delaware will be discussed. All of the multi-family offices included in the study can be found on our list of the largest US multi-family offices.
1. Axion Financial Group
Axion considers itself a boutique registered investment advisory group. Based in Bethany Beach, the group specializes in providing financial services to high-net-worth families. Their goal is to provide exclusive access for their clients to sophisticated investment funds which will be in addition to a 60/40 stock and bond portfolio.
2. Wilmington Trust
Wilmington Trust operates a family office division which specializes in financial management for prominent individuals, families, or business owners. Their services include estate planning, financial planning, strategic philanthropy, and business value planning. Their approach includes targeting these key areas: diversification, taxes, and risk.
3. Brandywine Trust Group
Brandywine Trust Group is headquartered in Delaware and provides financial services to a limited number of families. The group is a specialist in fiduciary and investment solutions which allows their clients to develop multi-generational wealth. Currently, the group manages $13bn of client capital.
Image Source: Rodeo Project Management Software (07.03.2023)