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 US multi-family offices are presented which are headquartered in Connecticut. All of the multi-family offices can be found on our list of the largest US multi-family offices.
Okabena has a longstanding history of providing financial services to numerous families located across the United States since 1967. The independent multi-family office aims to become an extension of each client’s family and rely on their intimate relationship with clients to provide comprehensive financial advice. Their family office services include financial lifestyle management, asset protection, philanthropy, multi-generational planning, and trustee services. Thanks to their emphasis on client relationships, the group boasts a 98% client retention rate over 5 years.
Sawmill is an independent multi-family office that specializes in providing financial advice and preserving multi-generational wealth to its clients. The group has been providing comprehensive advice to affluent families located across the United States since 2006. Their services include financial planning, household finance, tax, and estate planning.
3. Ascent Private Capital
Ascent Private Capital was founded with the sole purpose of providing financial advice to affluent families located in the US who struggle to nurture and preserve multi-generational wealth. In 2022, the group was awarded a client initiative prize for multi-family offices by the Family Wealth Report. Their services include philanthropy, investment consulting, wealth strategy, and legacy.
Image Source: Hunters Race (20.03.2023)