Family Office Directory

The family office directory for dealmakers.

Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.

Osaic Wealth

$10B+
Scottsdale, Arizona

Osaic Wealth, a wholly-owned subsidiary of Osaic Holdings, is headquartered in New Jersey. Founded in 2016, the wealth manager ser

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Azimut Group

$10B+
Milan

Azimut Group "Azimut" is an independent asset manager based in Italy. It was founded in 1989 and has been listed on the Italian st

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Hong Kong Jockey Club and Charities Trust (HKJC)

$10B+
Hong Kong

Hong Kong Jockey Club (HKJC), established in 1884, is a non-profit organization providing horse racing, sporting, and betting ente

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Pathstone Family Office, LLC

$10B+
Englewood, New Jersey

Pathstone Federal Street is an independent, employee- and family-owned advisory firm that offers multigenerational families and in

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Brown Brothers Harriman (BBH)

$10B+
New York, New York

Brown Brothers Harriman is the wealth management division of Brown Brothers Harriman & Co., a bank founded in 1818 and headquarter

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FNB Wealth & Investments (FNB)

$10B+
Gauteng

FNB Wealth & Investments, headquartered in Johannesburg, Gauteng, is a division of the South African investment bank First Nationa

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Arrow Global

$10B+
London

Arrow Global is an asset management firm founded in 2005 by Zach Lewy and headquartered in London, UK. The firm specialises in pri

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Stifel, Nicolaus & Co.

$10B+
St. Louis, Missouri

Stifel, Nicolaus & Co. is a US wealth management and investment banking company founded in 1890 and located in St. Louis, Missouri

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Rathbones

$10B+
London

Rathbones is an investment advisor founded in 1742 and headquartered in London, UK. The firm owns the Rathbones Group Plc and admi

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Jadwa Investment

$10B+
Riyadh

Jadwa Investment is a wealth management firm founded in 2006 and based in Riyadh, Saudi Arabia. The firm also has offices in Jedda

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Focus Partners Family Office

$10B+
St. Louis, Missouri

Focus Partners Family Office (“FPFO”) is the family office division of Focus Partners Wealth LLC (“FPW”), a wealth management and

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Crédit Mutuel Arkéa

$10B+
Le Relecq-Kerhuon

Based in Le Relecq-Kerhuon, Brittany, France, Credit Mutuel Arkea is a French banking and insurance cooperative group created in 2

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The Commerce Trust Company

$10B+
Kansas City, Missouri

The Commerce Trust Company (Commerce) is a US multi-family office headquartered in Missouri. The firm was founded in 1906 as a div

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Wealth Enhancement Group (WEG)

$10B+
Plymouth, Minnesota

Wealth Enhancement Group (WEG), founded in 1997 in Plymouth, Minnesota, is an independent wealth management firm and registered in

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BPER Banca

$10B+
Modena

BPER Banca, formerly Banca Popolare dell’Emilia Romagna, is a banking group offering wealth management services. The firm was foun

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Evelyn Partners

$10B+
London

Evelyn Partners (“Evelyn”) is a wealth management company which includes family office services in its range of offerings to clien

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Banca Generali

$10B+
Trieste

Banca Generali is a private bank established in 1998 and headquartered in Trieste, Italy. It is 50% owned by Generali Group. Banca

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First Citizens Wealth (FCW)

$10B+
Raleigh, North Carolina

First Citizens Wealth (formerly First Citizens Wealth Management) is a subsidiary of First Citizens Bank, a US-based financial ser

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Feri AG

$10B+
Bad Homburg

FERI AG (“FERI”) is a multi-family office headquartered in Bad Homburg, Germany. Founded in 1987, the firm is one of the largest m

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JBWere

$10B+
Melbourne, Victoria

JBWere, founded in 1840 by Jonathan Binns Were, is an Australian-based investment management firm and a subsidiary of National Aus

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Carret Private Investments Ltd

$10B+
Hong Kong

Carret Private Investments Ltd (“Carret”) is a Hong Kong-based multi-family office that was established in 2016. The firm, which i

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Carson Group

$10B+
Omaha, Nebraska

Carson Group is a US-based investment firm headquartered in Omaha, Nebraska.In February 2024, Carson Partners expanded into Vermon

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Truist Wealth

$10B+
Charlotte, North Carolina

Truist Wealth is the wealth management arm of Truist Financial Corporation. The firm provides investment research, portfolio const

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RBC Brewin Dolphin

$10B+
London

Brewin Dolphin is a London-based investment advisory firm founded in 1762. The firm became part of RBC Wealth Management in Septem

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Ferd AS

$10B+
Lysaker

Ferd AS is a Norwegian single-family office with diverse holdings across public and private markets, in multiple sectors.

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The Glenmede Trust Company NA

$10B+
New York, New York

Glenmede serves high-net-worth families, endowments, and foundations with a focus on building durable, long-term portfolios aligne

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Fiduciary Trust International (FTI)

$10B+
New York, New York

Fiduciary Trust International (formerly Athena Capital Advisors) is a US-based wealth management division of Franklin Templeton. H

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Highvern

$10B+
Grand Cayman

Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net

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Secure Spectrum

$10B+
Kongens Lyngby

Secure Spectrum, headquartered in Kongens Lyngby, Denmark, was established in 2021 through the merger of asset managers Secure and

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Capital Group Private Client Services (CGPCS)

$10B+
Los Angeles, California

Capital Group Private Client Services is a US investment advisory firm based in Los Angeles, California, serving private and insti

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Charles Stanley

$10B+
London

Charles Stanley, a subsidiary of Raymond James Financial Services, is a wealth management firm founded in 1792 and headquartered i

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JP Morgan Brazil

$10B+
São Paulo

JP Morgan Brazil is a wealth management arm of JP Morgan Chase & Company, headquartered in São Paulo.Richard Madigan serves as CIO

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NBK Wealth

$10B+
Kuwait City

NBK Wealth, a division of NBK Group, is an investment management that was launched as a global wealth management firm in 2024 and

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Berenberg

$10B+
Hamburg

Berenberg is a private bank founded in 1590 with headquarters in Hamburg, Germany. The firm has satellite offices in Switzerland,

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Grosvenor

$10B+
London, United Kingdom

Grosvenor Group is the investment organization of the Grosvenor family, with $13B in AUM anchored by 300 acres of prime London rea

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Grosvenor Estate

$10B+
London

SF

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Grosvenor Limited- Family Office

$10B+
London, United Kingdom

Grosvenor Group is the single-family office of the Grosvenor family (headed by the Duke of Westminster) with $13B in assets under

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Moneta Group

$10B+
St. Louis, Missouri

Moneta Group is a St Louis, Missouri-based independent wealth management firm founded in 1869 with offices in Boston, Kansas City,

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Quilter Cheviot

$10B+
London

Quilter Cheviot, a division of the Quilter Plc Group, is an investment manager founded in 1771 and headquartered in London, UK. Th

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Titan Wealth Group

$10B+
London

Titan Wealth Group comprises several divisions, spanning asset management, wealth management, and financial planning services. The

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True Potential (TPLLP)

$10B+
Newcastle upon Tyne

True Potential is a UK-based investment firm founded in 2007 and headquartered in Newcastle-upon-Tyne.The firm's investment approa

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Coutts

$10B+
London

Coutts is the international private banking arm of the Royal Bank of Scotland, which sits within the NatWest Group. The firm was f

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REYL Intesa Sanpaolo

$10B+
Geneva

REYL Intesa Sanpaolo ("Reyl") is a Geneva, Switzerland-based private bank with six further offices in Europe, the Middle East, and

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Legend Capital

$10B+
São Paulo

Legend Capital, founded in 2020, is an independent group of wealth management and advisory companies based in São Paulo, Brazil. I

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Arax Investment Partners

$10B+
New York, New York

Arax Investment Partners, founded in 2022 by CEO Haig Ariyan, is a RedBird Capital Partners-backed wealth manager headquartered in

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BPER Banca Private Cesare Ponti

$10B+
Milan

BPER Banca Private Cesare Ponti is the private banking division of BPER Banca. The division was launched in February 2024 and is h

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Empire Group Holdings Ltd

$10B+
Hong Kong

Empire Group Holdings Ltd (“Empire”) is the single-family office of the Kwok family and was founded in 2010. Headquartered in Hong

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The Family Office London

$10B+
London, United Kingdom

The Family Office London is a multi-family office based in London that specializes in managing the financial, charitable, and phil

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