Family Offices in Washington DC

DC-based MFO and growth equity venture fund providing multistage financing across private equities. Abraham Trust partners with businesses at major growth milestones through on-balance-sheet growth capital. The firm also partners with VC funds through its co-investment and fund-of-funds platform.

AlTi Tiedemann Global is a global wealth management firm combining the scale of a global institution with the personalization of a family office, serving ultra-high-net-worth clients worldwide. The firm has been recognized as Family Office of the Year 2024 and Best Multi-Family Office Over $25 billion.

Founded in 2008 in Bethesda, Ansaco is a privately held family office focused on long-term opportunistic investments in manufacturing and commercial real estate. The real estate strategy targets retail, office, multi-family, hospitality, and mixed-use properties in the Mid-Atlantic. On the corporate side, the firm acquires manufacturers -- including the 2015 acquisition of Johnson & Hoffman, a leading global supplier of complex precision metal stampings. Additional office in New York.

Baldwin Wealth Partners is a registered investment advisory firm providing comprehensive wealth management through investment management, family office services, financial planning, and estate planning. The firm serves clients from offices in Marion, MA and Louisville, KY with a fee-only, fiduciary approach.

Bernstein Private Wealth Management (AllianceBernstein) is a wealth management firm with nearly 60 years of experience providing personalized wealth strategies to high-net-worth clients across 21 US cities. The firm serves wealth creators, families, family offices, business owners, foundations, and sports and entertainment professionals.

Bessemer Trust is a leading multi-family office and private wealth management firm providing investment advisory, wealth planning, and family office services to high-net-worth clients across multiple generations. The firm serves clients across its nationwide network through a comprehensive advisory model.

Caerus Investment Advisors is a registered investment adviser providing advisory services to multiple clients including families and institutions in the Washington, DC area. The firm operates under a fiduciary standard delivering personalized investment management and wealth planning.

Chevy Chase Trust is an investment management firm and think tank founded in 1999 specializing in global thematic investing for 1,241 households across 47 states and 10 countries. Led by Chief Investment Officer Amy Raskin, the firm manages over $44 billion in assets and provides investment management, financial planning, estate planning, and trust services.

Declaration Partners is a growth equity and real estate investment firm anchored by the family office of David M. Rubenstein, managing $2.1 billion in assets across private investments, real estate, and GP solutions. The firm partners with entrepreneurs and investors to create value through flexible capital and long-term alignment.

Family office of the Epstein family, fifth-generation founders of Procter & Gamble. Created in 1984 to direct all family securities and hedge portfolios, private capital, real estate development, and charitable foundation activities. Led by President and CEO Mitch Neitzey with a team of 11-50 employees. Based at 21 Dupont Circle, Suite 410, Washington, DC.

Harbour Capital Advisors is a wealth management firm based in Tysons Corner, VA providing investment advisory, wealth planning, and family office services to individuals, families, and their charitable organizations. The firm offers personalized, multi-disciplinary financial solutions through a team of credentialed professionals.

HB Wealth (formerly Homrich Berg) is a fee-only fiduciary wealth management firm founded in 1989 providing comprehensive financial planning, investment management, and family office services to clients across 48 states from 12 physical offices. The firm serves individuals, families, business owners, executives, and institutions.

Independent 501(c)(3) nonprofit founded in 2010 by Tim Freundlich, Ron Cordes, and Wayne Silby as a spinoff from Calvert Impact Capital. Manages roughly $5B across 1,700 donor-advised fund accounts. Not a family office per se, but serves family offices, foundations, corporations, and individuals with impact investing strategy, investment sourcing, due diligence, portfolio construction, and philanthropic solutions. Based at 4340 East West Highway, Bethesda.

JFG Family Office is one of the nation's premier integrated family offices with 40 years of history, now serving an exclusive multi-generational clientele with fully integrated family office services. The firm provides human capital advising, philanthropic advising, financial planning, and investment management from offices in Denver, Arlington, and Dallas.

Keel Point is a registered investment adviser providing wealth management, family office services, and institutional solutions to private clients, multi-generational families, and institutions from 9+ offices across the Southeast and Mid-Atlantic regions. The firm offers asset management, trust company services, 401(k) and benefits administration.

Lido Advisors is a private wealth management and advisory firm managing $42.5 billion in regulatory assets across 40+ nationwide offices. The firm delivers financial planning, investment management, tax consulting, and trust services through its proprietary Lido One platform to affluent families.

A DC-area SFO managing private investments across multiple asset classes. Overlock operates as a private investment vehicle with a long-term capital orientation.

Parere Advisory is a multi-family office based in Washington, DC providing wealth planning and investment advisory services to high-net-worth families and individuals. The firm operates as a boutique advisory practice with a personalized approach to family wealth management.

Pathstone is a multi-family office and registered investment adviser managing $185 billion in aggregate assets across a network of 40+ offices serving individuals, families, foundations, and endowments. The firm provides wealth advisory, investment strategy, estate planning, and financial operations with a team of 775+ professionals.

Bethesda-based MFO managing over $4B, built by entrepreneurs for entrepreneurs. Co-founder Rodd Macklin and partners bring backgrounds in PE and successful family business exits. The firm delivers differentiated, tax-advantaged alternatives alongside traditional portfolio management and wealth planning. Won the 2024 Private Asset Management award for Best Family Office Long-Term Investment Philosophy. Launched Pennington Private Access in 2023 to widen private market exposure.

Savant Wealth Management is a fee-only registered investment adviser providing comprehensive wealth management and family office services to high-net-worth families and individuals. The firm operates as a fiduciary across multiple offices and delivers financial planning, investment management, and tax planning.

Investment vehicle of Dr. Sachiko Kuno, organized under DC law as an LLC wholly owned by the Sachiko Kuno 2002 Revocable Trust. Founded in 2015, SK Impact Fund invests in financial services and technology across the US and Japan. Dr. Kuno also directs the Sachiko Kuno Foundation. Based at 2001 L Street NW, Suite 750, Washington, DC.

Temerity deploys capital across PE, venture, and alternatives on behalf of a single principal family. The firm is based in DC and operates with a long-term perspective and direct investment mandate.

Private family office of Ben and Lucy Ana Walton (Walmart heir family), founded in 2004 and based in Denver. Zoma invests in technology and market-based sustainable solutions across energy (grid modernization), community economic development, and workforce development. Part of the broader ZOMA LAB structure, working with ZOMA Foundation to catalyze systemic solutions in Colorado and Chile. Note: Preqin lists DC, but the firm operates from Colorado.