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+Osaic Wealth, a wholly-owned subsidiary of Osaic Holdings, is headquartered in New Jersey. Founded in 2016, the wealth manager ser…
View profileAzimut Group
$10B+Azimut Group "Azimut" is an independent asset manager based in Italy. It was founded in 1989 and has been listed on the Italian st…
View profileHong Kong Jockey Club and Charities Trust (HKJC)
$10B+Hong Kong Jockey Club (HKJC), established in 1884, is a non-profit organization providing horse racing, sporting, and betting ente…
View profilePathstone Family Office, LLC
$10B+Pathstone Federal Street is an independent, employee- and family-owned advisory firm that offers multigenerational families and in…
View profileBrown Brothers Harriman (BBH)
$10B+Brown Brothers Harriman is the wealth management division of Brown Brothers Harriman & Co., a bank founded in 1818 and headquarter…
View profileFNB Wealth & Investments (FNB)
$10B+FNB Wealth & Investments, headquartered in Johannesburg, Gauteng, is a division of the South African investment bank First Nationa…
View profileArrow Global
$10B+Arrow Global is an asset management firm founded in 2005 by Zach Lewy and headquartered in London, UK. The firm specialises in pri…
View profileStifel, Nicolaus & Co.
$10B+Stifel, Nicolaus & Co. is a US wealth management and investment banking company founded in 1890 and located in St. Louis, Missouri…
View profileRathbones
$10B+Rathbones is an investment advisor founded in 1742 and headquartered in London, UK. The firm owns the Rathbones Group Plc and admi…
View profileJadwa Investment
$10B+Jadwa Investment is a wealth management firm founded in 2006 and based in Riyadh, Saudi Arabia. The firm also has offices in Jedda…
View profileFocus Partners Family Office
$10B+Focus Partners Family Office (“FPFO”) is the family office division of Focus Partners Wealth LLC (“FPW”), a wealth management and …
View profileCrédit Mutuel Arkéa
$10B+Based in Le Relecq-Kerhuon, Brittany, France, Credit Mutuel Arkea is a French banking and insurance cooperative group created in 2…
View profileThe Commerce Trust Company
$10B+The Commerce Trust Company (Commerce) is a US multi-family office headquartered in Missouri. The firm was founded in 1906 as a div…
View profileWealth Enhancement Group (WEG)
$10B+Wealth Enhancement Group (WEG), founded in 1997 in Plymouth, Minnesota, is an independent wealth management firm and registered in…
View profileBPER Banca
$10B+BPER Banca, formerly Banca Popolare dell’Emilia Romagna, is a banking group offering wealth management services. The firm was foun…
View profileEvelyn Partners
$10B+Evelyn Partners (“Evelyn”) is a wealth management company which includes family office services in its range of offerings to clien…
View profileBanca Generali
$10B+Banca Generali is a private bank established in 1998 and headquartered in Trieste, Italy. It is 50% owned by Generali Group. Banca…
View profileFirst Citizens Wealth (FCW)
$10B+First Citizens Wealth (formerly First Citizens Wealth Management) is a subsidiary of First Citizens Bank, a US-based financial ser…
View profileFeri AG
$10B+FERI AG (“FERI”) is a multi-family office headquartered in Bad Homburg, Germany. Founded in 1987, the firm is one of the largest m…
View profileJBWere
$10B+JBWere, founded in 1840 by Jonathan Binns Were, is an Australian-based investment management firm and a subsidiary of National Aus…
View profileCarret Private Investments Ltd
$10B+Carret Private Investments Ltd (“Carret”) is a Hong Kong-based multi-family office that was established in 2016. The firm, which i…
View profileCarson Group
$10B+Carson Group is a US-based investment firm headquartered in Omaha, Nebraska.In February 2024, Carson Partners expanded into Vermon…
View profileTruist Wealth
$10B+Truist Wealth is the wealth management arm of Truist Financial Corporation. The firm provides investment research, portfolio const…
View profileRBC Brewin Dolphin
$10B+Brewin Dolphin is a London-based investment advisory firm founded in 1762. The firm became part of RBC Wealth Management in Septem…
View profileFerd AS
$10B+Ferd AS is a Norwegian single-family office with diverse holdings across public and private markets, in multiple sectors.…
View profileThe Glenmede Trust Company NA
$10B+Glenmede serves high-net-worth families, endowments, and foundations with a focus on building durable, long-term portfolios aligne…
View profileFiduciary Trust International (FTI)
$10B+Fiduciary Trust International (formerly Athena Capital Advisors) is a US-based wealth management division of Franklin Templeton. H…
View profileHighvern
$10B+Highvern is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net…
View profileSecure Spectrum
$10B+Secure Spectrum, headquartered in Kongens Lyngby, Denmark, was established in 2021 through the merger of asset managers Secure and…
View profileCapital Group Private Client Services (CGPCS)
$10B+Capital Group Private Client Services is a US investment advisory firm based in Los Angeles, California, serving private and insti…
View profileCharles Stanley
$10B+Charles Stanley, a subsidiary of Raymond James Financial Services, is a wealth management firm founded in 1792 and headquartered i…
View profileJP Morgan Brazil
$10B+JP Morgan Brazil is a wealth management arm of JP Morgan Chase & Company, headquartered in São Paulo.Richard Madigan serves as CIO…
View profileNBK Wealth
$10B+NBK Wealth, a division of NBK Group, is an investment management that was launched as a global wealth management firm in 2024 and …
View profileBerenberg
$10B+Berenberg is a private bank founded in 1590 with headquarters in Hamburg, Germany. The firm has satellite offices in Switzerland, …
View profileGrosvenor
$10B+Grosvenor Group is the investment organization of the Grosvenor family, with $13B in AUM anchored by 300 acres of prime London rea…
View profileGrosvenor Estate
$10B+SF…
View profileGrosvenor Limited- Family Office
$10B+Grosvenor Group is the single-family office of the Grosvenor family (headed by the Duke of Westminster) with $13B in assets under …
View profileMoneta Group
$10B+Moneta Group is a St Louis, Missouri-based independent wealth management firm founded in 1869 with offices in Boston, Kansas City,…
View profileQuilter Cheviot
$10B+Quilter Cheviot, a division of the Quilter Plc Group, is an investment manager founded in 1771 and headquartered in London, UK. Th…
View profileTitan Wealth Group
$10B+Titan Wealth Group comprises several divisions, spanning asset management, wealth management, and financial planning services. The…
View profileTrue Potential (TPLLP)
$10B+True Potential is a UK-based investment firm founded in 2007 and headquartered in Newcastle-upon-Tyne.The firm's investment approa…
View profileCoutts
$10B+Coutts is the international private banking arm of the Royal Bank of Scotland, which sits within the NatWest Group. The firm was f…
View profileREYL Intesa Sanpaolo
$10B+REYL Intesa Sanpaolo ("Reyl") is a Geneva, Switzerland-based private bank with six further offices in Europe, the Middle East, and…
View profileLegend Capital
$10B+Legend Capital, founded in 2020, is an independent group of wealth management and advisory companies based in São Paulo, Brazil. I…
View profileArax Investment Partners
$10B+Arax Investment Partners, founded in 2022 by CEO Haig Ariyan, is a RedBird Capital Partners-backed wealth manager headquartered in…
View profileBPER Banca Private Cesare Ponti
$10B+BPER Banca Private Cesare Ponti is the private banking division of BPER Banca. The division was launched in February 2024 and is h…
View profileEmpire Group Holdings Ltd
$10B+Empire Group Holdings Ltd (“Empire”) is the single-family office of the Kwok family and was founded in 2010. Headquartered in Hong…
View profileThe Family Office London
$10B+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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