AlTi Tiedemann Global, formed by the 2022 merger of Tiedemann Advisors and Alvarium Investments, manages over $75 billion in assets. The firm serves wealthy families, foundations, and endowments across key financial centers in America, Europe, and Asia.

Bessemer Trust, founded in 1907 to manage the Phipps family steel fortune, operates as an exclusive private wealth management firm serving ultra-high-net-worth families. The multi-family office manages approximately $185 billion in assets under supervision.

Rockefeller Capital Management builds on the Rockefeller family’s 140-year legacy in wealth management. Based in New York’s Rockefeller Plaza, the firm manages over $20 billion in assets, providing elite investment strategies and financial planning for wealthy families and institutions.

TAG Associates, established in 1983 and based in New York, is a private multi-family office managing over $9 billion in assets. The multi-family office specializes in coordinated financial strategies for ultra-high-net-worth individuals and families, typically serving clients with $10 million or more in investable assets.

BBR Partners, founded in 2000 in New York, serves as a boutique multi-family office managing over $22 billion in assets for ultra-high-net-worth families. The firm specializes in complex investment portfolios, tax planning, and multi-generational wealth strategies.

Geller Family Office Services, established in 1984 in New York, operates as a boutique multi-family office specializing in tax-focused wealth management for ultra-high-net-worth families. The firm manages approximately $4 billion in assets while offering integrated financial services.

Pitcairn, established in 1923 in Philadelphia, originated as the family office of the Pitcairn family, who built their wealth through Pennsylvania Railroad and PPG Industries. The firm has evolved into a multi-family office managing over $7 billion in assets, serving families with $25 million or more in investable wealth.

WE Family Offices, founded in 2000 and headquartered in Miami, operates as an independent multi-family office managing over $11 billion in assets. The firm serves ultra-high-net-worth families across the United States and Latin America.

Cerity Partners, founded in 2009 and headquartered in New York, operates as a national wealth management firm managing over $50 billion in assets. The firm expanded significantly through strategic mergers, including combinations with Luminous Capital and HPM Partners.

Silvercrest Asset Management, founded in 2002 and publicly traded since 2013, manages over $32 billion in assets for wealthy families, endowments, and institutions. The firm combines boutique-level personalized service with the capabilities of a large institutional asset manager.

Summit Rock Advisors, founded in 2007 in New York, operates as an exclusive investment advisory firm managing over $20 billion in assets for ultra-high-net-worth families and foundations. The firm typically works with clients having $100 million or more in investable assets.

Fiduciary Trust Company International is a wealth management firm that specializes in serving high-net-worth individuals, families, and institutions. Founded in 1931, it is now a subsidiary of Franklin Templeton, one of the world’s largest asset managers.

Evercore Wealth Management, a division of Evercore (NYSE: EVR), manages wealth for high-net-worth individuals, families, and foundations. The New York City-based firm, established in 2008, focuses on clients with $5 million or more in investable assets, offering customized investment management and wealth planning.

Manchester Capital Management, founded in 1992, operates as a wealth management firm serving ultra-high-net-worth families. The firm, with offices in Vermont and New York City, focuses on clients with $25 million or more in investable assets.

Threshold Group, founded in 1998 by the Russell family (creators of Russell Investments), transformed from managing their own family wealth into a respected multi-family office. The firm earned recognition for pioneering impact investing strategies, developing frameworks that balanced environmental and social goals with strong financial returns.

Seven Bridges Advisors operates as a distinguished multi-family office in New York City, managing over $3 billion for ultra-high-net-worth families and institutional clients. Named after NYC’s iconic crossings, the firm brings institutional-quality investment strategies to private wealth management, offering access to sophisticated investments typically reserved for large endowments.

Stephens Family Office, based in Little Rock, Arkansas, emerged from the success of Stephens Inc., one of the largest privately-owned investment banks in the United States. The family’s wealth originated with W.R. “Witt” Stephens, who started by selling belt buckles and later built an industrial empire through investments in natural gas and finance.

Meritage Group LP stands out in the investment management landscape with its robust $12.3B assets under management portfolio as of July 2024. The firm traces its roots back to 1997 when the Meritage® investment strategy was first developed, establishing a foundation for their current diverse investment approach.

Willett Advisors, established in 2010, serves as the family office managing Michael Bloomberg’s personal and philanthropic wealth. Based in New York City, the firm handles investments under the leadership of Steven Rattner, focusing on areas that align with Bloomberg’s interests and values.