Multi Family Office

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.