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.

Stonehage Fleming Family Office

$10B+
London, United Kingdom

Stonehage Fleming is an independent multi-family office that advises over 250 families globally on managing and protecting wealth

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BBR Partners (BBR)

$10B+
New York, New York

Summary of BBR Partners LLCBBR Partners LLC (“BBR”) is a multi-family office that was founded in 2000, and maintains offices in Ne

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M&G Wealth

$10B+
London

M&G Wealth, launched in September 2020, is the wealth management arm of M&G Plc based in London, UK. It comprises M&G Wealth Advic

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Goldman Sachs Wealth Services

$10B+
Cohoes, New York

Goldman Sachs Wealth Services, formerly Goldman Sachs Ayco Personal Financial Management, is a wealth management firm founded in 1

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Sanctuary Wealth Group

$10B+
Indianapolis, Indiana

Sanctuary Wealth Group is a US wealth management and RIA aggregator firm founded in 2018 and based in Indianapolis, Indiana.The fi

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DUMAC, Inc.

$10B+
Durham, North Carolina

DUMAC manages Duke University's endowment and affiliated assets totaling $12 billion, with a 55% allocation to alternatives. The o

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Quilter Investors

$10B+
London

Quilter Investors is the multi-asset, multi-manager investment arm of Quilter. It offers funds sub-advised by third-party managers

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Howard Hughes Medical Institute (HHMI)

$10B+
Chevy Chase, Maryland

The Howard Hughes Medical Institute (HHMI) is a US non-profit medical research organization based in Chevy Chase, Maryland. It als

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Nippon Shinyaku

$10B+
Kyoto

Nippon Shinyaku, established in 1919, and headquartered in Kyoto, is a Japanese manufacturer of pharmaceuticals and foodstuffs. Th

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Bregal Investments LLP

$10B+
London

Bregal Investments LLP is a private investment company based in the UK that focuses on private equity investments.

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ATB Wealth

$10B+
Edmonton, Alberta

ATB Wealth, a subsidiary of ATB Financial, is a Canada-based investment firm founded in 2002 and headquartered in Edmonton, Albert

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Allworth Financial (AF)

$10B+
Folsom, California

Allworth Financial is a US wealth management firm established in 1993 as Hanson McClain Advisors by Pat McClain and Scott Hanson,

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Key Family Wealth

$10B+
Cleveland, Ohio

Key Family Wealth, the multi-family office division of Key Private Bank, is one of the largest multi-family offices in the country

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Steward Partners Global Advisory (SPGA)

$10B+
Stamford, Connecticut

Steward Partners Global Advisory (SPGA) is a US wealth management firm founded in 2013 and headquartered in Stamford, Connecticut.

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SYZ Group

$10B+
Geneva

Florian Marini | Head of Equities | Head of Equities | florian.marini@syzgroup.com | https://www.linkedin.com/in/florianmarini/ Fa

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TrinityBridge (TB)

$10B+
London

TrinityBridge (f/k/a Close Brothers Asset Management) is a UK-based wealth management firm providing investment management and adv

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Bmo Family Office, LLC

$10B+
Chicago, IL

BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as a multifamily office.

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AltamarCAM Partners (ACP)

$10B+
Madrid

AltamarCAM Partners is an alternative investments platform and wealth manager formed through the 2021 merger of Altamar Capital Pa

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Noah Holdings

$10B+
ShangHai

Noah Holdings, founded in 2005 by Jingbo Wang and Zhe Yin, is a global investment firm headquartered in Shanghai, China. The firm

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Alta Advisers Limited Family Office

$10B+
London, United Kingdom

Alta Advisers Limited is the single-family office of the Rausing family, managing wealth derived from the Tetra Pak packaging ente

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Bin Zayed Venture (BZV)

$10B+
Singapore

Bin Zayed Venture (BZV) is an Arabic single-family office based in Singapore. The firm invests across North America and Asia via b

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Bnf Capital Limited

$10B+
London

Established in 2012, BNF Capital is a single-family office based in London, offering financial and investment services.

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BTG Pactual Family Office

$10B+
New York, New York

BTG Pactual Family Office is a multi-family office with approximately $22 billion in AUM as of 2025, offering global asset plannin

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Cyrus Herez SAS

$10B+
Paris

Cyrus Herez invests in unlisted companies (PME and ETI) across different development stages including creation, growth, transmissi

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Gonet

$10B+
Geneva

Gonet is a private bank founded in 1845 and based in Geneva, Switzerland.CIO Erik Fruytier led the firm's investment approach, who

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Integrated Partners

$10B+
Waltham, Massachusetts

Integrated Partners is a US-based investment firm headquartered in Waltham, Massachusetts. It is owned and operated by Paul Sagane

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Dreyfus Sons & Co

$10B+
Basel

Dreyfus Sons & Co is a private bank founded in 1813 and is headquartered in Basel, Switzerland. The firm, founded by Isaac Dreyfus

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Mass General Brigham

$10B+
Somerville, Massachusetts

Mass General Brigham Ventures is an early-stage venture capital firm founded in 2008 that invests in seed and early-stage life sci

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Picton SA

$10B+
Santiago

Picton SA (“Picton”) is a Chilean multi-family office and asset manager headquartered in Santiago. The company, founded in 2011, e

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Whittier Trust Company (WTC)

$10B+
South Pasadena, California

Whittier Trust employs a hybrid architecture combining internal investment management with selective partnerships with outside man

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Comprehensive Financial Management LLC (CFM)

$10B+
Los Gatos, California

Comprehensive Financial Management LLC (“CFM”) is a multi-family office and investment advisory firm founded in California in 1986

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Maybank Private

$10B+
Kuala Lumpur

Maybank Private was established in 2013 to serve high-net-worth clients, with offices in Malaysia, Singapore, and Hong Kong. The w

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Rahn+Bodmer (RB)

$10B+
Zurich

Rahn+Bodmer is a family-owned private bank founded in 1750 and headquartered in Zurich, Switzerland.Head of Financial Services Fab

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Bordier & Cie

$10B+
Geneva

Bordier & Cie. is an international private bank founded in 1844 and based in Geneva, Switzerland. The firm also operates a wealth

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Caixa Gestão de Activos (CGD)

$10B+
Lisbon

Caixa Gestão de Activos is a wealth management firm founded in 1990, based in Lisbon, Portugal. The firm invests in real estate th

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Choreo

$10B+
Rockford, Illinois

Choreo (formerly RSM US Wealth Management) is an investment advisory firm headquartered in Rockford, Illinois. The firm is wholly

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WE Family Offices LLC

$10B+
Miami, Florida

WE Family Offices LLC (“WE Family Offices”) is a US multi-family office that was founded in 2000 and is based in Miami with an add

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Bayshore Global Management, LLC.

$10B+
Palo Alto, California

Bayshore Global Management is the single-family office of Google co-founder Sergey Brin and his wife Anne Wojcicki. The company wa

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Bemberg Capital SA

$10B+
Luxembourg

Bemberg Capital SA (“Bemberg Capital”) is a multi-family office headquartered in Luxembourg. The firm operates with over 60 person

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Brandywine Trust Group LLC

$10B+
Hockessin, Delaware

Established in 1992 and headquartered in Hockessin, Delaware, Brandywine Trust Group LLC operates as a wealth manager with family

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Koda Capital

$10B+
Sydney, New South Wales

Koda Capital is an Australian investment management firm founded in 2014 by Paul Heath and Steve Tucker and based in Sydney, New S

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Quilvest Group

$10B+
Paris

Quilvest Group is a Luxembourg-based holding company that was founded in 1932. The company maintains offices in Zurich, New York,

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Stonehage Fleming Family & Partners Ltd

$10B+
London

About Stonehage Fleming Family & Partners Ltd.Stonehage Fleming Family & Partners Ltd (“Stonehage Fleming”) is a UK-headquartered

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A&g

$10B+
Madrid

A&G invests in scale-up companies with proven technology in energy transition, industrial decarbonization, and mobility sectors, t

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Diversified Trust Company

$10B+
Atlanta, Georgia

Diversified Trust Company is a US employee-owned wealth management firm founded in 1994. Headquartered in Atlanta, Georgia, the fi

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Banque SYZ

$10B+
Geneva

Banque SYZ is the private banking division of SYZ Group, founded in 1996 and headquartered in Geneva, Switzerland. The firm offers

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Stanhope Capital Group

$10B+
London, United Kingdom

Stanhope Capital is a multi-family office that protects and increases client wealth through superior risk-adjusted returns via ass

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UMB Wealth

$10B+
Kansas City, Missouri

UMB Wealth is division of the UMB Financial Services Corporation, a regional commercial banking group founded in 1913 and based in

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