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 three US multi-family offices which are based in Maryland. All of the multi-family offices can be found on our list of the largest US multi-family offices.
WMS has been serving affluent US families since 1993, providing complex wealth planning, investing, and family legacy advice. The group are headquartered in Maryland and can offer a client-to-advisor ratio of 15:1. WMS currently has over $5.7bn worth of assets under management. As well as providing investment advice to families, the group can offer philanthropic, financial education, and family-business consultations.
2. Verdence Capital Advisors
The Maryland-based wealth advisory firm is among the biggest in the state, with nearly $3bn of assets under management. Verdence prides itself on providing advice for generations and does so by providing individualized financial services to numerous families. The family office division offers unique access to exclusive markets such as private/alternative investments for which information is not as accessible as public companies.
3. Acadia Family Office
Acadia Family Office is a specialist in providing wealth management advice to high and ultra-high-net-worth families. The Maryland-based group adopts a holistic approach when it comes to generational wealth management. Acadia combines all aspects of financial services, tax, and philanthropic interests to ensure every need of its clients are catered for.
Image Source: Jud Mackrill (07.03.2023)