Family Offices in Seattle

Avantia provides family office and wealth management services to families through purposeful planning and thoughtful investing. As an independent registered investment advisor, the firm creates personalized solutions with clear reporting and works with reputable custodians to ensure asset security.

Manages the investment portfolio and ventures of the Bezos family. Bezos Expeditions oversees multiple entities including Blue Origin, The Washington Post, Bezos Day One Fund, and Bezos Family Foundation. The portfolio spans technology, aerospace, healthcare, media, real estate, and other sectors.

Bellevue-based MFO founded in 1999, managing roughly $2B in AUM. Acquired by Corient in October 2025. Provides integrated financial planning, tax and estate services, philanthropy, real asset and risk management, and specialized projects. Blends personalized planning with a disciplined, research-driven investment process for Pacific Northwest affluent families and technology executives.

Family office of Peter Vessenes, overseeing investments in traditional PE, the permissionless future, and arts and culture. Since 2015, Capital6 and affiliated entities have advised, invested in, or structured over $6B in flotations.

Primary investment vehicle of Bill Gates, managed by Michael Larson since 1994. Cascade oversees an estimated $70B, making it one of the world's largest SFOs. The portfolio spans public equities, farmland, hospitality (Four Seasons Hotels), energy infrastructure, and private companies, reflecting a long-duration, diversified approach.

SEC-registered investment adviser based in Bellevue, spun out of Vulcan Capital (Paul Allen's family office) in late 2021. Led by former Vulcan CIO Chris Orndorff, Cercano manages $10.5B as of 2025 and provides investment advisory exclusively to UHNW individuals and their families, family foundations, charitable organizations, and related entities. Offices in Bellevue, Atlanta, Singapore, and Wayzata, MN.

Seattle-based MFO managing roughly $5.1B in AUM. Acquired by Clearstead Advisors in mid-2025. Provides wealth management, investment advisory, and family office services to UHNW families in the Pacific Northwest. About $3B in discretionary AUM.

Seattle-based SFO managing private investments and wealth for one family. Dahl is not registered as an investment adviser serving external clients.

Ken Fisher, founder and Executive Chairman of Fisher Investments, manages roughly $5B in personal wealth. Fisher Investments itself is one of the world's largest independent RIAs with over $250B in client assets. Fisher retained full ownership through the firm's growth, and his personal fortune remains substantially tied to the enterprise value of the business.

Seattle-based family office investment firm that acquires and partners with established small to mid-market companies in the Pacific Northwest. Graham uses a buy-and-hold strategy with no external investors or capital pools, eliminating traditional PE exit pressures. The team brings over eighty years of collective experience building privately owned businesses.

Real estate-focused family office dedicated to creating value and income for the family and others. Hoban brings together experienced professionals with deep expertise in commercial real estate, development, and community partnerships. The office combines investment capital with active management and development capabilities.

Exclusive fund affiliate of the Keiretsu Forum global angel network, founded in 2013 in Seattle. Manages co-investment, blockchain fund-of-funds, and real estate fund access vehicles for LPs and accredited investors to co-invest alongside Keiretsu Forum angels. The Forum has invested over $750M in more than 1,000 fundings since inception. Keiretsu Family Office, founded in 2020, provides a direct co-investment community for family offices accessing qualified angel-backed deal flow.

An eighth-generation family-owned investment enterprise deploying patient capital as a minority and majority investor in lower middle-market private companies and real estate. Laird Norton focuses on capital-efficient, cash-flow-generative assets including light industrial, retail, office, and multifamily real estate, guided by a philosophy of shared prosperity and long-term corporate citizenship.

Mawer Investment Management Ltd specializes in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. Known for boring, long-term investing since 1974, the firm was founded on a single mantra: 'do the right thing' for clients, employees, and the community. The founder's unrivalled integrity continues to guide the firm today.

Family-owned private investment firm in Bellevue, focused on privately owned businesses and real estate in the Pacific Northwest. MJS acquires residential, commercial, and mixed-use real estate and makes direct investments in private businesses through offices in Bellevue and Vancouver.

Seattle-based family office investment firm tracing its roots to the 1980s when founding principals helped grow Costco, Commerce Bank, Olympic Stain Corporation, and Shurgard Mini Storage. Andy Dale joined in 1999 to continue the legacy. Invests from its own balance sheet in companies with $10-100M revenue and $1-10M EBITDA. Transaction types include growth equity, management buyouts, recaps, and search funds. Currently building platforms in HVAC/Plumbing, Heavy Equipment, Road Maintenance, Home Health, and HR.

Seattle-based SFO founded in 2007 to manage the Smith Hemingway portfolio, tax reporting, estate planning, and family wealth planning. Latest SEC filings disclose 34 equity positions with a portfolio value of $1.94B. Top holdings include Cameco Corporation, Acuren Corporation, Interactive Brokers Group, APi Group, and SS&C Technologies.

Seattle-based SFO managing private wealth and investments for one family.

Clarius is focused on serving as your family office so that you can focus on what matters most to you. With roots dating back to 1999, Clarius has served as a fiduciary to individuals and families throughout the Northwest and beyond. The firm pioneered a shared family office model designed to provide each family with professional stewardship and aligned, service-driven partners.

Investment arm of the holding company established by Microsoft co-founder Paul Allen. Following Allen's death in 2018, the firm continues to manage roughly $20B on behalf of the Allen estate, overseen by his sister Jody Allen. The portfolio covers technology ventures, commercial real estate, professional sports franchises, and conservation-oriented investments.

Seattle-area SFO providing private estate management services. The firm handles full management of family wealth, properties, and related affairs for one family.