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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.
This research has identified three multi-family offices based in Kentucky. All of the multi-family offices included in the research can be found on our list of the largest US multi-family offices
1. Access Wealth Management
The Louisville-based firm is a registered investment advisory group that provides highly individualized financial services to some of the most exclusive families based across the US. Their approach consists of the following principles: goal-based solutions, concierge-style service, proven strategies, independent vision, and communication & connectivity. The group strives to become each family’s personal CFO. Their long list of financial services includes comprehensive tax planning, trust services, real estate planning, and cash flow management.
2. Stock Yards Bank & Trust
Headquartered in Louisville, the firm has provided specialist financial services since 1988. Stock Yards has offices located across the US such as Lexington, Cincinnati, Indianapolis as well as Louisville. The group has a specialized wealth management division that deals with financial planning for clients. Currently, the group has over $7bn worth of assets under management.
3. Atlas Brown
Since its inception in 2004, Atlas Brown has been providing financial advice for ultra-high-net-worth families in order to develop multi-generational wealth. The firm aims to take care of the financial aspect of their client’s life in order for them to enjoy their life to the full. Their financial services include legacy planning, family governance, investment advisory, and lifestyle management.
Image Source: Benjamin Child (21.03.2023)