Multi-Family Offices in the World

14B Capital Management LP was established in January 2022 by Ilya Zaides to manage a high conviction equities portfolio. The firm focuses on high quality businesses trading at material discounts to intrinsic values, seeking companies capable of compounding returns at 20% per annum or greater over three to five years.

1788 Capital is a FINMA-authorized Swiss investment management firm serving entrepreneurs and international families through independent wealth management, family office services, and investment advisory. Founded in 2013, the firm provides sophisticated solutions across public and private asset classes, including impact investing in education, climate change, and sustainable agriculture.

A Texas-based investment management firm serving high-net-worth individuals, families, and businesses across San Antonio, Houston, and Austin, operating as a wholly owned subsidiary of Jefferson Bank. The firm offers full wealth management services including advisory, family office operations, investment management, trust administration, and oil and gas mineral management, with $3.1 billion in assets under management across 350+ client relationships.

Founded in 1919, 1919 Investment Counsel provides trusted investment counsel for individuals, families, foundations, and endowments. With 457 clients and $26.0B in assets under management, they combine the service of a boutique firm with scale, offering deep market insights informed by proprietary research while maintaining a highly-responsive, personal relationship.

360 ONE is a leading Indian wealth and asset management firm serving ultra-high-net-worth individuals, family offices, and institutional clients. The firm provides discretionary portfolio management, alternative investment funds, family office services, and full wealth solutions.

A wealth management firm serving individuals and families seeking long-term financial security through integrated investment management, wealth planning, family office services, and endowment and foundation advisory. Based in Napa, California, the firm provides institutional resources with a personal advisory approach.

A&M Private Wealth Partners provides custom wealth management solutions with a fiduciary-first mindset prioritizing client needs. The firm delivers specialized investment and wealth planning services designed for high-net-worth individuals and families, with expertise in wealth planning, investment management, and tax advisory.

Accuro is a privately-owned trust and private office company that serves families, entrepreneurs, and family businesses globally with wealth planning, trustee services, and company administration across multiple jurisdictions. The firm administers over $16.5 billion in assets and maintains 200+ dedicated practitioners across offices in Jersey, Geneva, Mauritius, and London.

Acre Capital was founded in 2008 in Singapore as a family office. Through the years, it has developed its own in-house investment, research and wealth management capabilities which delivered exceptional results over the past 15+ years. Today, the firm strives to serve its clients as competent and faithful stewards.

A registered investment adviser with $1.46 billion in assets under management serving multiple clients through independent, customized wealth management and family office solutions from its Aventura, Florida headquarters. The firm has operated for 15+ years providing personalized financial advisory with transparency and integrity.

Aksia is a specialist provider of alternative investment solutions serving institutional investors globally. The firm manages $366 billion in assets across private credit, hedge funds, private equity, and real assets. Aksia delivers full-scope services including investment research, operational due diligence, portfolio construction, and ongoing operations support.

A global wealth management firm managing $15 billion or more in assets under management, serving multiple high-net-worth clients through outsourced CIO services, investment management, and philanthropy advisory. The firm emphasizes making wealth personal, lasting, and permanent through purpose-built solutions combining investment excellence with personalized advisory services.

An independent family office investing worldwide in real estate and offering partners access to exclusive investment opportunities. The firm employs thorough market research and due diligence to acquire attractive properties, manage them for value creation, and execute profitable exits. Services include risk management, liquidity management, ESG management, and fund administration.

Amber River is a group of like-minded, values-driven people with a passion for independent financial planning. Their independent financial planners listen first, agree what matters most to you, and then curate a custom financial strategy. They manage £14.8 billion in Assets Under Influence across 32 locations nationwide with 191 independent financial advisers.

Apeiron Investment Group is a discretionary investment firm managing approximately $7 billion in both internal and external capital, founded and owned by serial entrepreneur Christian Angermayer. The firm pursues direct investments in private and public companies, anchor LP investments, and GP stakes in emerging asset managers, driven by optimism for technology that empowers people to live longer, healthier lives.

APW Partners is a Melbourne-based independent wealth advisory firm focused on creating and preserving wealth for Australian families through personalized, evidence-based financial strategies. The firm holds an Australian Financial Services License and provides services including strategic planning, investment management, and charitable giving advisory.

Arbra is an investment firm focused on alternative assets, building lasting wealth through disciplined asset management, personalised wealth advisory, exclusive private market access, and select special situations. The firm's partnership-driven and long-term approach invests alongside sophisticated clients through deep expertise, local intelligence, and disciplined execution to create lasting value across markets and cycles.

Founded in 2003, ARCORA GESTION is a FINMA-authorized Geneva-based wealth management firm providing customized discretionary portfolio management, investment advisory, and family office services to private clients. The firm is supervised by AOOS and is a member of the Swiss Association of Asset Managers.

A purpose-driven multi-family office founded in 1998 by Ken Polk, serving ultra-high net worth families through trust, fiduciary, investment advisory, and custody services via Arlington Trust Company. The firm manages $16 billion in assets under stewardship across 84 families representing approximately 870 individuals, employing a Perpetual Purpose Model emphasizing long-term thinking and family continuity.

AS1 Growth Partners is a Sydney-based private multi-family investment office focused on growth-stage technology investments in both private and public markets. The firm takes an active, partnership-first approach and operates two flagship vehicles: the AS1 Growth Fund 1 and an AS1 Fund of Funds.

Aspiriant is an independent, employee-owned wealth management firm serving high-net-worth families and individuals across ten offices in the United States. The firm provides full financial planning, investment management, tax planning, estate planning, and family office services under a forward-thinking, globally diversified investment philosophy. Aspiriant manages approximately $17 billion in assets and operates as an SEC-registered investment adviser.

AWM Capital, operating as the Athlete Family Office, is a multi-family office specializing in full-service wealth management for professional athletes and their families across the NFL, MLB, PGA, and NHL. With $3.33 billion in assets under management, the firm provides financial planning, tax compliance, philanthropy, risk management, and venture capital access. The team includes former professional athletes serving as advisors alongside credentialed financial professionals.

Azura Partners redefines wealth management by streamlining complexities and providing unparalleled investment access for ultra-high net worth individuals, entrepreneurs, single family offices, and institutions. The firm offers investment management and advisory services across asset classes with private wealth solutions, family governance services, and strategic investment opportunities.

Ballentine Partners is an independent multi-family office dedicated to serving clients at inflection points of wealth, delivering client-centric planning and sophisticated investment advice. The firm manages $15.3 billion in assets under management and $34.1 billion in assets under advisement, serving clients ranging from individual professionals to multigenerational families.

Battery Global Advisors provides customized wealth management within an institutional family office framework, serving venture capital and private equity executives. The firm manages over $4 billion in assets through direct advisory services and proprietary private funds, offering differentiated opportunities across a wide variety of private and public strategies.

BigSur Partners provides a multi-family office platform offering the single family office experience to 25 core families with assets greater than $10 million. Founded in 2007 at the request of five anchor families seeking independence and transparency, the firm specializes in managing complex, multi-jurisdictional relationships. BigSur accesses alternative investment opportunities across real estate, private debt, private equity, venture capital, and infrastructure for institutional-quality investors.

BlueArc Capital is an Atlanta-based SEC-registered investment adviser managing approximately $4.1 billion in alternative assets for family offices, wealth advisory firms, and institutions. The firm structures and manages custom alternative investment strategies across private credit, special situations, private equity, real estate, and alternative market strategies from offices in Atlanta, London, and New York.

BMF Wealth is a Sydney-based integrated private client and family office firm providing global wealth management, estate and succession planning services. Founded in 1981 by Barry Mendel, the firm manages over AUD 1.6 billion for more than 5,000 high-net-worth individuals and families.

Brainvest is a Global Independent Multi-Family Office managing $6 billion in assets for 650+ families across offices in Switzerland, Brazil, and the USA. Founded over 22 years ago with 150+ professionals worldwide, the firm provides private wealth management, investment advisory, fiduciary services, family governance, and succession planning.

Brandywine Trust Group acts as steward of capital for a limited number of families, delivering fiduciary and investment solutions. The firm focuses on preserving wealth and purchasing power across generations through integrated trustee and investment management services. Investment success and fiduciary stability are viewed as mutually dependent and reinforcing.

Founded in 2016 by Alex Pezzoli, Brightside Capital is a Lugano-based independent multi-family office serving Europe's most distinguished entrepreneurial families with $20 billion in consolidated client wealth. The firm provides strategic asset allocation, family office IT and accounting solutions, investment analysis across traditional and alternative assets, financial literacy programs, and philanthropy advisory.

BSW Wealth Partners is a Certified B Corporation and fee-only wealth management and investment advisory firm serving individuals, families, and foundations across the US. The firm manages over $2 billion in assets and employs an independent, no-commission advisory model from offices in Boulder and Denver.

Capitalium Advisors is a Geneva-based independent wealth management firm managing over CHF 1 billion in assets, providing discretionary portfolio management, advisory mandates, wealth engineering including succession and tax planning, family governance, and next-generation transition support. Co-founded by Alain Zell and Sébastien Leutwyler, the firm serves Swiss and international clients with full transparency and independence.

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.

A wealth management firm combining large-firm resources with boutique access and custom solutions, managing $8+ billion for 250+ families through wealth planning, investment management, and trust and fiduciary services. The firm serves clients with a 1 to 6 advisor-to-client ratio and 30 years average management team experience.

Chronicle Wealth is an independent multi-family office providing wealth counsel to individuals, families, and business owners, managing over $800 million in assets with a 99%+ client retention rate. The firm provides investment management, tax planning, risk management, estate planning, and access to private investment opportunities through a multi-disciplinary advisory model.

Clearstead is a financial advisory firm serving wealthy families and leading institutions. The firm provides personalized strategies that integrate tax planning and preparation, financial planning, and trust administration services with investment management. Clearstead addresses every aspect of wealth management and investment consulting, helping meet current needs and ensure long-term prosperity.

A family enterprise established in 1841 and family-owned for six generations, COFRA operates a diverse portfolio of businesses in private equity, real estate and asset management managing more than €35 billion of assets. The firm manages both its own capital and external client capital while pursuing long-term, sustainable value creation. COFRA is guided by ethical values focused on doing the right thing, upholding human dignity, operating sustainably and promoting social justice.

Cohen & Company has strong roots in credit markets and structured finance expertise. The firm manages approximately $1.4 billion across multiple asset classes and serves a diverse international network of institutional clients through asset management, capital markets, and principal investing.

Condor Capital Wealth Management provides wealth management, financial planning, and advisory services to clients with investable assets of $500,000 or more. The firm manages $1.5 billion in assets under management for over 500 clients and operates as a fee-only fiduciary advisor.

Founded around 2020, Conscience is a Chennai-based multi-family office managing over INR 3,000 crores for 400+ families through an open-architecture model focused on transparency, flexibility, and independence. The firm provides investment and wealth management, estate and legacy planning, and M&A advisory, positioning itself as a professional consortium bridging business and personal wealth needs.

Corient is a wealth management firm designed around a unique partnership model to redefine modern wealth management. The firm brings together multiple partners to break down barriers and enable true collaboration in serving clients. Corient empowers its advisors to deliver full wealth management solutions to every client interaction.

Cresset is a multi-family office and wealth management firm serving entrepreneurs, CEO founders, and ultra-high-net-worth families across twenty-three offices in the United States. Founded in 2013, the firm provides family office services, wealth management, trust services, and exit planning, and manages over $237 billion in assets under management and advisement.

Cresset Family Office is an independent family office providing private wealth management, tax strategies, estate planning, and access to private investments. The firm's award-winning shared services platform delivers resources and experiences comparable to much larger private offices. Cresset serves multiple families with a focus on flexibility and cost efficiency.

A Miami-based multi-family office serving 151 client relationships globally with $15 billion+ in assets under management and $22 billion+ in assets under advisement, powered by proprietary research and technology platforms. Ranked among Barron's Top 100 RIAs and Forbes' top RIA firms, the firm provides investment management, family office services, and institutional advisory with 81+ team members.

CW Advisors is a wealth management firm with national reach serving as an investment partner for building and protecting wealth, with $15.4 billion in assets under management. The firm offers personalized strategies across wealth management, financial planning, and investment solutions from 21 offices nationwide.

Declaration creates value in private investments through deep sector expertise, differentiated access, and authentic partnership born from a family office heritage. Anchored by private equity veteran David M. Rubenstein, the firm partners with entrepreneurs, operators, and investors seeking to create the next generation of value. Strategies include Private Investments, Real Estate, and GP Solutions with emphasis on long-term partnership alignment to improve shared outcomes.

Eightstone is a wealth management company based in Singapore offering independent solutions to high-net-worth individuals, families, professional sportspersons and institutions. Services include discretionary managed accounts, investment funds, private equity, and family office services, with a customized platform for families with multigenerational wealth transmission.

Emerald Wealth Partners is a Zurich-based FINMA and SEC dual-regulated investment firm managing over $820 million in assets, specializing in long-term equity investing in high-quality businesses through fundamental research and a contrarian valuation approach. The firm serves families and institutions as a wealth partner with 5 partners and 11 investment professionals.

Eminence Investments LLC partners with discerning investors to build lasting wealth through strategic asset allocation, alternative investments, and custom portfolio management. The firm combines rigorous quantitative analysis with deep qualitative insight to deliver consistent alpha across market cycles.

Farro & Co is a Singapore-headquartered firm guiding individuals and families through international mobility. Through private client advisory services, families gain access to strategies promoting financial security and personal contentment through diversity in assets, domiciles, and governance mechanisms. Services include citizenship and residence by investment, skilled migration, international real estate investment, family office services, and digital asset solutions.

Farro Capital provides founders, entrepreneurs, and their families with wealth solutions to safeguard long-term aspirations and multigenerational legacy. The firm works as a dedicated family office managing governance, wealth structuring, investment and risk management, and philanthropy needs of ultra-high-net-worth families.

Findex is one of Australasia's leading providers of integrated financial advisory and accounting services, operating across 90-plus locations in Australia and New Zealand. The firm serves more than 250,000 clients with wealth management, accounting, tax advisory, corporate finance, and lending services, managing over AUD 28 billion.

Freedom Asset Management is an independent, family-owned asset manager established in 2014 with USD 1 billion in assets under management across offices in Guernsey, Abu Dhabi, and Hong Kong. The firm manages 16 private wealth funds and institutional strategies across private equity, alternative assets, and emerging and frontier markets.

The GWM Group is an independent financial asset management group founded in 2000 as a wealth manager and multi-family office. The group is focused on European alternative investments for institutional clients, including real estate private debt, distressed credit, real estate special situations, and merger arbitrage strategies. The GWM Group operates through main offices in London, Luxembourg, Malta, Milan and Rome with a team of 50+ highly experienced professionals.

Hall Capital Partners merged with Pathstone and now redirects to Pathstone, a wealth advisory and family office services firm serving individuals, families, and institutions. Pathstone provides full financial planning, investment management, tax strategy, estate planning, and governance support across multiple generations of wealth, with $185 billion in aggregate assets and 775 team members.

Hines is one of the largest privately held real estate investors and managers in the world, managing $91.7B in assets under management. The firm is a family led organization with 69 years of experience operating across 30 countries. Hines seeks to create value for investors across the real estate spectrum through investment management, acquisitions, development, and management services.

For private clients, HQ Trust is the leading independent family office for sophisticated wealth management. For institutional clients, it is the leading independent advisor for sophisticated capital investments, understanding family wealth as a multi-generational responsibility.

Invus empowers entrepreneurs to transform their industries as long-term partners and strategic advisors. The firm provides the freedom to take risks and capital to innovate, believing financial success is a byproduct of doing the right thing and meeting market needs.

J.M. Forbes & Co. is a Boston-based private investment advisory and trust office founded in 1838 that provides wealth management, trustee services, and integrated financial planning. The firm manages over $1.5 billion in assets for individuals, trusts, and foundations with a focus on risk-adjusted returns and capital preservation.

Real Estate Investment and Asset Management firm committed to delivering exceptional risk-adjusted returns and building long-term relationships with global clients and partners. JR Capital manages £950 million in assets under management and has completed over 300 deals with £2.5 billion in total transaction value over 20 years in business.

Kingbird Investment Management is an independent real estate investment management company originating from a fourth-generation family office, now serving as a fiduciary for global family offices, institutional investors, and high-net-worth clients. The firm deploys capital across multifamily housing and commercial real estate strategies with $4.4 billion in gross asset value.

Legacy Knight is a Dallas-headquartered independent multi-family office managing $2.8 billion for twelve core family clients, offering family office services, outsourced chief investment officer services, and private fund management through Legacy Knight Capital Partners. The firm is led by family office experts with extensive experience serving prominent Texas families and invests significantly in alternative assets.

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Our team of experienced trust, family office, and investment professionals creates custom strategies utilizing asset diversification, effective estate planning, and education to align with your family's financial and non-financial needs. Our commitment to family wealth preservation has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration.

LFA is a Swiss-based independent wealth management firm providing personalized portfolio management, global investment strategies, currency management, tax and risk mitigation, and access to Swiss private banking for clients seeking to diversify wealth internationally. Part of LFG Holding with approximately $2.5 billion in assets under management across approximately 700 clients.

Matter Family Office is a multi-family office serving 140+ core client families with family office services including investment management, wealth planning, family learning, and high-touch project management. The firm, based in St. Louis, manages $10 billion in assets under advisement and merged with IWP Family Office in 2025.

MGD Wealth is a Brisbane-based wealth management firm founded in 1976 with over AUD 2.2 billion in funds under advice for individuals, families, and businesses. The firm provides investment advisory, tax strategy, superannuation, insurance, estate planning, and family office services through a team of 80-plus in-house experts.

Minchin Moore is an independent, employee-owned financial advisory firm serving affluent individuals, families, foundations, and for-purpose institutions since 2010. The firm manages AUD 4.4 billion in funds under advice for approximately 900 private clients across six Australian offices.

Moneta is a wealth advisory firm serving families and institutions through personalized planning and counsel matched to timelines and risk tolerance. The firm helps clients overcome challenges and reach unique goals through investing, giving, and planning focused on generational wealth.

Founded in 2007, New Legacy is an investment firm spanning direct investments, public equities, wealth advisory, and fund allocation. The firm seeks out bold ideas and aims to identify fundamental shifts that create lasting value. Their approach is built on relationships and helping others succeed through investments in people and businesses with ambition to go further.

Nicola Wealth is a Canadian multi-family office and wealth management firm managing $17.6 billion in assets for affluent individuals, families, business owners, and institutions. The firm offers integrated wealth planning, asset management across public and private capital and real estate, business succession planning, and strategic philanthropy.

North Wind Capital is a UK-based real estate asset manager targeting mid-market investments. We implement four thematic investment strategies: prime residential development, hospitality, private credit, and special situations. Our team excels at identifying and structuring opportunities in overlooked and undervalued assets.

Northeast Investment Management is a Boston-based registered investment advisor providing full wealth management services including investment management, fiduciary services, tax consultation, and family office support to individuals, families, trusts, and charitable entities. The firm manages over $3 billion in assets and was recognized in CNBC's 2025 Financial Advisor 100 list.

Novum Partners is a Geneva-based multi-family office serving 46 principal ultra-high-net-worth families with CHF 7.9 billion in financial assets across offices in Geneva and Zurich. The firm provides family office management, advisory mandates, credit consulting, alternative investments, consolidated reporting, and lifestyle advisory including yacht consultancy.

Founded in 1995, Octogone is an independent Geneva-based wealth manager serving families and institutions across Europe, North America, Latin America, and the Middle East. Managing $5.8 billion in assets with 80 specialists across 5 offices in 15 nationalities, the firm provides discretionary and advisory mandates with customized multi-asset solutions.

A private wealth management company founded in 2001 with $8.4 billion in assets under management, serving individuals, families, and institutions across the US and Canada through multiple business segments including private client, family, sports, and public safety advisory groups. The firm provides client-centric investment management focused on the unique financial circumstances of each client.

An SEC-registered investment advisor founded in 1937 managing over $2 billion in assets across offices in San Francisco and Silicon Valley, offering sophisticated investment management and active financial planning to ultra-high-net-worth individuals, institutions, and foundations. The employee-owned firm provides global equities, fixed income, and family office services with 24+ investment professionals averaging 24 years of experience.

Canada's first truly integrated Shared Family Office, Our Family Office serves a select group of 45 ultra-high-net-worth families and private foundations with liquid assets over $20 million. Founded by CEO Tim Cestnick, the firm manages $4.1 billion in assets and provides customized investment management, wealth advisory, tax management, and risk management with an ownership model that aligns firm and client interests.

Pathstone Family Office is a multi-family office and wealth adviser managing over $185 billion in aggregate assets across more than 775 team members and forty offices. The firm serves individuals, families, family offices, and institutions through strategic financial planning, investment management, tax strategy, estate planning, family governance, and values-aligned investing.

Peakline Partners brings investors exclusive, fee-efficient private market opportunities typically reserved for institutions. We bring together individuals and family offices to access compelling direct private investment opportunities with the scale of a large multibillion-dollar institution. We believe alpha lies in the substantial, long-term value that alternative investments have historically generated for investors.

A wealth management firm founded in 1923 managing $11 billion+ in assets under advisement for 140+ client families, offering its Wealth Momentum model integrating investment advisory, family office services, and family engagement for multigenerational families. While branded as The Shared Single-Family Office, the firm fundamentally operates as a multi-family office serving numerous client families.

Portas Capital is a FINMA-regulated Swiss independent wealth manager managing over CHF 1 billion in assets with expertise in sustainable investing, alternative investments, art, sports, and real estate. Led by CIO Beat Kunz, the firm provides asset management, investment advisory, financial planning, and occupational pension fund management.

Promus Holdings is a multi-family office founded approximately in 2005 by Brian Musso and Andy Code, helping families preserve and grow wealth through private markets investing including private equity, real estate, co-investments, GP solutions, and direct investments in lower-middle market companies. The firm has approximately $3.1 billion in regulatory assets under management and is led by managing partners including Brian Musso, Andy Code, and Sarah Wuellner. Promus underwent a strategic restructuring in December 2025 following the acquisition of certain business lines by Waverly Advisors.

Founded in 2011, Rockpool Investments provides high-net-worth and sophisticated investors direct access to private company investment opportunities with a transparent and flexible deal-by-deal approach. The firm's experienced investment team selects high-quality opportunities and works closely with management teams while allowing investors to choose between equity, debt, or combinations to build diversified portfolios. Rockpool offers tax-efficient investment structures including SIPP and IFISA access, alongside wealth planning services focused on inter-generational capital preservation.

Founded in 2015, Sanctum Wealth is a Mumbai-based multi-family office and wealth management firm managing INR 56,500 crores for 1,700+ clients across 6 key markets. Led by Founder and CEO Shiv Gupta, the firm provides investment products, portfolio management, wealth planning, real estate management, and broking and depository services.

Sepio is a multi-family office and registered investment advisory firm serving a select group of high-net-worth families and institutions, managing approximately $6 billion in assets. The firm helps clients align their portfolios to create positive change while also offering Wyoming trust services and estate planning. Sepio operates with a mission-aligned investment philosophy.

SFO Capital Partners is a global real estate investor and investment manager focused on establishing and maintaining long-term relationships with global clients and partners. The firm is committed to achieving superior risk-adjusted returns through co-investing with clients on every real estate transaction. The diverse team of more than 10 nationalities combines entrepreneurial agility with broad institutional experience.

SignatureFD is an Atlanta-based multi-family office and registered investment adviser serving over 1,800 families with $10 billion in assets under management and a 97% client retention rate. The firm delivers personalized wealth management through its Net Worthwhile framework, organized around four pillars: Grow, Protect, Give, and Live, and specializes in serving executives, philanthropists, health professionals, and entrepreneurs.

Soros Fund Management is a global asset manager and family office that is the principal asset manager for the Open Society Foundations. With a permanent capital base and 50+ years of experience, we invest across all asset classes and a broad set of strategies. Our approach is driven by opportunity, smart risk-taking, and a commitment to generating high-quality returns.

Summit Trail Advisors provides wealth management services to ultra-high-net-worth families by functioning as an outsourced family office that coordinates the entire financial team to create integrated solutions. The firm manages $19.9 billion in assets under management with 11 offices nationwide.

TAG Associates is an independent, privately owned wealth management firm offering investment management and family office services to individuals, families, endowments and foundations with substantial assets. Since its founding, the firm's mission has been to help clients achieve their personal financial goals through customized, objective advice that balances risk management and growth of capital. TAG Associates manages approximately $7 billion in assets under management across all asset classes, with significant expertise in alternative investments.

Taurus Wealth is a fully integrated wealth management firm founded in 2008 with offices in Singapore, Dubai, and Zurich, serving a global client base. The firm provides full wealth management, wealth structuring and succession planning, family office services, and access to private equity and real estate opportunities. Taurus' service model puts client interests first by removing conflicts of interest typically prevalent in wealth management advice.

Trove is a modern family office providing sophisticated financial administration solutions to ultra-high-net-worth families without requiring clients to build their own family office infrastructure. The firm manages approximately $30 billion in assets under advisement across financial operations, family solutions, and tax services.

One of India's leading multi-family office wealth management firms, TrustPlutus manages approximately INR 19,500 crores for 850+ families and individuals. Co-founded by Utpal Sheth and registered with SEBI since 2010, the firm provides investment advisory, taxation, compliance, real estate, succession planning, and offshore investment solutions.

Union Bancaire Privée focuses on wealth and asset management for private and institutional clients. Founded in 1969, the firm has grown to become one of the largest family-owned private banks in the world, with assets under management of CHF 184.5 billion. With offices across major financial hubs, UBP combines global expertise with local knowledge to deliver customized wealth management solutions.

Viola Private Wealth is a Sydney-based independent wealth management firm with AUD 2.5 billion in assets under management, founded by Charlie Viola, Sean Ward, and Andrew Levi. The firm delivers custom portfolio management, risk management, estate planning, tax optimisation, and family governance services to high-net-worth clients.

Wealthspire Advisors is an integrated platform bringing together multiple businesses across wealth management, retirement advisory, endowment and foundation advisory, and business management. Each relationship revolves around a full plan built on a thorough understanding of client goals. Advisors are supported by an internal team of experts dedicated to identifying the best possible investment solutions for clients.

Windrose Advisors is a private investment office and multi-family office founded in 2009 by three ultra-high-net-worth families partnering with institutional investment professionals. The firm manages $4 billion in assets under advisement using a diversified endowment-style approach emphasizing long-term performance and downside protection.

Founded in 2010, Woodman Asset Management is a FINMA-regulated Zurich-based independent investment boutique managing over CHF 3.5 billion in assets for wealthy individuals and family offices. Led by CEO Patrick Ferrari, the firm provides advisory and discretionary wealth management across equities, fixed income, private real estate, private equity, and sustainable investment strategies from offices in Zurich, Geneva, Lugano, Frankfurt, and London.