Family Office Verzeichnis

Portfolio-reporting and analytics platform widely used by family offices and RIAs.

Recruitment and resourcing consultancy dedicated to family offices.

One of the oldest U.S. multi-family offices, originally the Phipps family office.

Investment consultant and OCIO serving families, endowments, and foundations.

Major U.S. brokerage and custodian widely used by advisors and family offices.

Membership network and research organization for family offices and wealthy families.

Independent tax and valuation firm serving high-net-worth families.

Global accounting network with private-client and family-office services.

Big Four practice serving private companies, families, and family offices.

Big Four practice serving entrepreneurs, family businesses, and family offices.

Accounting firm with a substantial dedicated family-office practice.

Big Four practice for private companies and family offices.

Big Four practice for private businesses and wealthy families.

Leading middle-market accounting firm with a family-office practice.

Research and membership organization for family offices and family businesses globally.

Global association for family-enterprise professionals; grants GEN certificates.

Membership network and research organization for family offices and wealthy families.

Community of advisors focused on the human and purpose side of family wealth transitions.

Global professional body for trust and estate practitioners; grants the TEP designation.

Nonprofit think tank focused on ultra-high-net-worth families and the advisors who serve them.

Institutional investment consulting firm.

Investment consultant and OCIO serving families, endowments, and foundations.

Global consultant offering investment advice and OCIO services.

Investment consultant and OCIO with a private-wealth practice.

BNY's clearing and custody business serving advisory firms and family offices.

Major U.S. brokerage and custodian widely used by advisors and family offices.

Diversified financial firm; a leading custodian for family offices and RIAs.

Electronic brokerage used by sophisticated investors and some lean family offices.

Global custodian and wealth manager with a long-standing family-office practice.

Digital executive protection firm securing the personal digital lives of wealthy families and executives.

Endpoint-security and threat-intelligence platform.

Risk and financial advisory firm with cyber-risk, investigations, and incident-response practices.

Data platform mapping family offices and registered advisors.

Investment research and data provider covering funds, equities, and managers.

Private-markets data platform covering funds, deals, and investors.

Alternatives data provider across private equity, credit, and real assets.

Password manager for families and teams.

Bill-pay and accounting platform oriented to business managers and family offices.

Accounts-payable and bill-pay automation with approval workflows.

Cloud content management with granular permissions.

Small-business accounting software many lean offices start with.

Cloud general-ledger and multi-entity accounting software.

High-net-worth personal insurance (now Private Client Select).

Global insurer with a leading high-net-worth personal-lines practice.

Insurance brokerage serving high-net-worth families and family offices.

Insurance broker and consultant with private-client and family-office practices.

Member-owned insurer built for high-net-worth households.

U.S. law firm with a large individual-clients and family-office practice.

Large U.S. law firm with a dedicated family-office group.

Law firm with a well-known private-wealth and family-office practice.

Law firm with a prominent high-net-worth trusts and estates group.

International law firm with one of the largest private-client practices.

International law firm focused on private clients and their businesses.

Global wealth and asset manager formed around the former Tiedemann family-office businesses.

Independent multi-family office serving a limited number of families.

Independent wealth-advisory and multi-family-office firm.

One of the oldest U.S. multi-family offices, originally the Phipps family office.

Multi-family office and private investment firm founded by private-equity entrepreneurs.

Independent trust company founded to manage the Pew family's charitable interests.

Independent multi-family office serving a limited number of families nationally.

Independent multi-family office serving families, family offices, and foundations.

One of the earliest single-family offices (the Pitcairn family) that later opened to other families.

Wealth-management firm with roots in the Rockefeller family office tradition.

Independent multi-family office among the larger U.S. independents.

West-coast multi-family office with single-family-office origins.

Portfolio-reporting and analytics platform widely used by family offices and RIAs.

Platform for managing private-investment operations and documents.

Automates collection and extraction of alternative-investment documents and data.

Family-office platform combining accounting, reporting, and workflows (AtlasFive).

Wealth-data platform giving families a consolidated view of total net worth.

Technology and outsourced services for family offices (the Archway platform).

Private bank of Bank of America (formerly U.S. Trust).

Private partnership offering private banking and wealth services to families.

Global private bank with a dedicated family-office group.

Private-wealth arm of Goldman Sachs serving UHNW clients and family offices.

Global private bank serving ultra-high-net-worth families and family offices.

UHNW-focused division of Morgan Stanley Wealth Management.

Global wealth manager with a dedicated global family and institutional wealth arm.

Recruitment and resourcing consultancy dedicated to family offices.

Consulting firm specializing in family-office compensation.

Executive-search firm focused on family offices and investment organizations.

Retained executive search and consulting for family offices.