List of the 300 largest US Multi Family Offices [2023]

(2 customer reviews)

499,99 including VAT

“The best overview of US multi family offices as an easy-to-use Excel list.”

The list includes 309 multi family offices from the United States, thereof 255 with E-Mail address, 271 with executive names. Including contact details, type of family office, asset under management (if available) and additional focus areas, such as real estate, private equity or venture capital.

Free updates within one year are included in the purchase price, a preview file is available upon request at contact [at] familyofficehub.io. The last update of the list was published on February 28th, 2023.

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Description

us multi family office directory

List of 5 large US multi family offices

In the following, we are introducing you to five interesting US multi family offices that are also part of our whole US multi family office database.

1. Rockefeller Capital Management

The Rockefeller Global Family Office is one of the most renowned family offices in the world. It was established by the Rockefeller family in 1882. Today, the family office offers a myriad of services, from asset management to strategic advisory and general family office services, surch has tax, trust and estate planning. The firm is planning to exceed the $100BN AUM number in 2023. In the United States, Rockefeller has offices in dozens of cities, for instance New York, Austin, Boca Ration, Boston, Chicago, Los Angeles, Mountain View or Palm Beach.

Update 2023: In April 2023, IGM Financial announced the acquisition of a 20% share in Rockefeller Capital Management, thereby becoming its second largest shareholder, to build out its family office and HNWI business.

2. Bessemer Trust

Another major US multi family office is Bessemer Trust. The firm manages the money of over 2,500 families, the assets under management exceed $140BN. The firm was founded in 1907 by the Phipps family that was once amongst the owners of Carnegie Steel. The firm offers investment management services, as well as regular family office services. In the investment management sector, the family office invests in real estate, private equity and hedge funds, stocks, bonds and energy holdings.

3. Pathstone

Pathstone is another important family office with its headquarters in Englewood, New Jersey. In its family office division, the firm offers investment research and investment solutions for family offices. The firm also supports with services such as “Bill Pay” or property management and family office structuring. Pathstone manages over $75BN.

4.Alvarium Tiedemann | AlTi

In January 2023, the firms Tiedemann Group, Alvarium Investments and Cartesian Growth announced their business combination, to form a major financial services market player. Alvarium Tiedemann, AlTi, has been one of the most important US family offices for decased, with over 400 employees and $60BN AUM. As of December 2022, the firm invested $1.9B alongside its client. The firm also operates an active impact investment strategies with $3.8B commited capital.

5. Veritable

Veritable is a constantly growing multi family office. The firm was founded in 1986 and it is working with over 200 dedicated clients, managing more than $18BN. The headquarter of the actively investing MFO Veritable is in Philadelphia. Veritable underlines its experience in the financial management sector. For instance, during the latest financial crisis, the firm was able to withdraw $500M of client money from hedge funds, due to special contracts.

american multi family office database

Multi family offices in the United States

The United States are the motherland of the multi family office industry. In 1882, the Rockefeller family launched their first single family office to invest the family fortune. Now, the firm is open for investments of external, third-party families, thereby being one of the most important US multi family offices. Especially in recent years, multi family offices got an important factor in American financial markets. We are presenting our extensive, in-depth list of the most important multi family office investors.

What type of data is included in our list

  • Contact details (address; telephone number; e-mail ; executive board)
  • Subdivision by focus (asset management; consulting in asset structuring; bank-affiliated services)
  • An additional focus of MFOs, if applicable (real estate; private equity; venture capital; hedge funds etc.)

Bildquelle: Ben o’ Bro, 02/08/2023, Mark Olesen

2 reviews for List of the 300 largest US Multi Family Offices [2023]

  1. Raoul Carpentier (verified owner)

    Up to date us multi family office overview. Comprises larger investment family offices, as well as smaller multi family office consultancy-like boutiques. Also includes most important bank affiliated mfo-structures. Quick and helpful support.

  2. Isobel (verified owner)

    Long list of contact data and information for SFOs all based in the US – states are included which is helpful for filtering. We have not tested yet, but the information itself seems thorough and is well formatted and accessible, unlike some other providers.

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