Top Family Offices in Bellevue 2026

Key Facts

• At least 14 family offices, wealth advisory firms, and private wealth teams operate in the Bellevue and Eastside corridor. They serve ultra-high-net-worth (UHNW) clients tied to Pacific Northwest tech wealth.
• Cresset Capital leads in reported assets under management (AUM) with over $65 billion. The Hoban Family Office manages more than $5 billion in real estate holdings.
• Bellevue functions as the primary Eastside wealth hub. National firms like Rockefeller Capital Management, Pathstone, and Morgan Stanley's Private Wealth Management division maintain local offices.
• The market includes three multi-family offices (MFOs), one single family office (SFO), several registered investment advisors (RIAs), and multiple wirehouse private wealth teams.
• Equity compensation planning, concentrated stock strategies, and pre-IPO liquidity events drive demand. Microsoft, Amazon, and other tech employers nearby fuel this need.
• Washington State charges no personal income tax. This structural advantage for wealth preservation attracts both local and relocating UHNW families.

Family Office Landscape in Bellevue, Washington

Bellevue sits at the center of one of the fastest-growing wealth markets in the Pacific Northwest. Microsoft's campus in neighboring Redmond and Amazon's expanding Bellevue offices have created a dense cluster of tech executives, founders, and early employees. Many hold concentrated equity positions worth tens or hundreds of millions of dollars. This tech wealth density explains why national firms like Rockefeller Capital Management and Cresset Capital have expanded into Bellevue.

The Eastside market differs from Seattle's broader financial district in one key way. Its client base skews toward first-generation wealth creators handling liquidity events, not multigenerational old money. Parcion Private Wealth and Capital Planning LLC both built their practices around this profile. The Paclantic Group at Morgan Stanley requires $20 million or more in investable assets for its private wealth division. That threshold reflects the high minimums common in this corridor.

Washington State's zero income tax amplifies Bellevue's appeal for UHNW families relocating from California or New York. Firms here must combine advisory skill with deep expertise in equity compensation, stock option timing, and tax-efficient portfolio spreading. Family oversight and succession planning services are expanding as the region's first wave of tech wealth enters second-generation transfers.

Family Office Comparison

The following table profiles the leading firms in Bellevue by type, focus, and service model. The table marks offices with physical Bellevue addresses. Others serve the market from nearby Puget Sound locations.

Family Office	Type	AUM	Investment Focus	Services	Location
Cresset Capital	MFO	$65B+	Entrepreneurs, UHNW families, private investments	Full service including CFO, trust, tax, family oversight	National (serves Bellevue)
Hoban Family Office	SFO	$5B+ (real estate)	Commercial real estate, mixed use, industrial	Property mgmt, construction, advisory, charitable giving	Puget Sound, WA
Oppenheimer & Co.	Wirehouse	$143.5B (firm-wide)	Wealth mgmt, retirement, family office services	Estate planning, trust, fixed income, guardianship	Bellevue, WA
Pathstone	MFO	—	Multigenerational wealth, family office lifecycle	Investment, tax, OCIO, CFO, family structure	National (serves Bellevue)
The Paclantic Group (Morgan Stanley)	Wirehouse PWM	—	UHNW families, international, equity compensation	Stock plans, sustainable investing, intl. wealth mgmt	Bellevue, WA
Rockefeller Capital Management	MFO	—	Private wealth advisory	Financial planning, capital deployment	Bellevue, WA
Parcion Private Wealth	Independent RIA	—	First-gen wealth creators, liquidity events	Concierge planning, portfolio mgmt, charitable giving	Puget Sound, WA
Mariner Wealth Advisors	National RIA	—	Complex finances	Estate, trust, tax, retirement, insurance	Bellevue, WA
Evergreen Gavekal	Independent RIA	$100M+	Research-driven investment advisory	Wealth mgmt, tax services, financial planning	Bellevue/Eastside, WA

Most Bellevue-area firms do not publicly disclose AUM figures. Cresset Capital and the Hoban Family Office are exceptions. Oppenheimer's $143.5 billion figure represents firm-wide client assets, not its Bellevue office alone. The heavy presence of national firms with local branches reflects Bellevue's draw as a tech wealth hub.

Top Picks by Strategy

• Largest AUM: Cresset Capital, with $65 billion or more in managed assets, offers institutional-quality private allocations and concentrated stock strategies rarely found outside Wall Street platforms.
• Top Real Estate Allocator: Hoban Family Office manages over $5 billion in commercial real estate. Holdings span multifamily, office, retail, and industrial properties in the Puget Sound region.
• Best for Tech Executives: The Paclantic Group at Morgan Stanley specializes in equity compensation, 10b5-1 trading plans, and Rule 144 strategies. The team earned Forbes Best-In-State recognition from 2023 through 2025.
• Strongest MFO Platform: Pathstone deploys 775+ team members and a 40-person research team. It offers outsourced family office operations from setup through succession.
• Leading Independent for Liquidity Events: Parcion Private Wealth focuses on first-generation wealth creators navigating exits. Forbes/SHOOK ranked it among America's top RIA firms in 2024.
• Best for Tax-Integrated Planning: Clark Nuber Wealth Management operates alongside its CPA affiliate. This embeds income tax preparation and charitable planning directly into wealth strategy.
• Most Established Legacy: Oppenheimer & Co. has served Pacific Northwest clients for nearly 40 years. Bellevue advisors average 20+ years of tenure.
• Best for Family Oversight: Capital Planning LLC developed its proprietary Family PACT framework (Plan, Alignment, Governance, Training) for families building a formal family constitution.

Detailed Profiles of the Top 14 Firms

Cresset Capital

Cresset manages $65 billion or more in assets, making it one of the largest independent MFOs in the country. Its platform gives entrepreneurs and UHNW families direct access to private allocations that typically require institutional-scale commitments. Former family office clients built Cresset because they wanted fiduciary-grade service without wirehouse conflicts. Tech founders planning pre-transaction exits benefit from its concentrated stock and liquidity event capabilities. The firm also provides CFO services, trust administration, and family oversight programs as a single-platform solution for complex multigenerational wealth.

Hoban Family Office

Hoban serves as both the area's only confirmed single family office and the holding company for the Coast Group of Companies. Tom and Shawn Hoban founded the Coast Group in 1987. It manages and invests in over $5 billion in real estate spanning multifamily, office, flex, mixed-use, self-storage, retail, and industrial properties.

The SFO formalized in 2017. Its Pivot Point Project channels charitable giving toward youth mentoring and development. Hoban won Washington State's Family Business of the Year. Both founders received the University of Notre Dame Alumni Association's Co-Alumni of the Year award.

The Paclantic Group at Morgan Stanley

This 13-member Bellevue team (six advisors, seven support staff) operates within Morgan Stanley's Private Wealth Management division. The division requires $20 million or more in investable assets. Lead advisor Paul Jackson earned Forbes Best-In-State recognition every year from 2018 through 2025 and Barron's Top 1,200 status from 2017 through 2025.

The team's edge lies in equity compensation. They build 10b5-1 trading plans and Rule 144 strategies for tech executives holding concentrated stock. Kerry Zimm brings dedicated coverage for women wealth holders, earning Forbes' Top Women Wealth Advisors distinction from 2022 through 2025. Marshall Friedman, a former family office CFO and Houlihan Lokey banker, adds deal-level expertise.

Pathstone

Pathstone fields 775+ team members and a 40-person research group, making it one of the most resourced MFOs nationally. The firm partners with private wealth offices at every lifecycle stage, from initial setup through succession and dissolution. Its open-architecture platform uses a single committee led by 10 Managing Directors averaging 20+ years of experience.

Bellevue-area families who want outsourced operations without building internal staff can access selective function outsourcing. Services span tax strategy, trust administration, estate planning, OCIO (outsourced chief investment officer), and CFO-level financial oversight.

Rockefeller Capital Management

The Rockefeller name carries multigenerational credibility that resonates with families focused on long-term wealth preservation. The firm maintains a Bellevue office at 10500 NE 8th Street, Suite 875, one of 55 locations nationwide plus London. Its local presence signals commitment to capturing Eastside tech wealth.

Rockefeller offers private wealth advisory and financial planning through a relationship-driven model. While the firm does not disclose Bellevue-specific capital managed, its national scale provides access to research resources that smaller local firms cannot match.

Parcion Private Wealth

Parcion built its entire practice around first-generation wealth creators, business owners, and families experiencing liquidity events. Its concierge-style planning extends beyond portfolio management to include exclusive client networking events and community engagement.

Kathleen Carbone earned Forbes/SHOOK's Top Women Wealth Advisors Best-in-State recognition in 2024. The firm ranked among Forbes/SHOOK's Top RIA Firms in America that same year. Parcion also received the Puget Sound Business Journal's Corporate Citizenship Top Philanthropists recognition in 2024, reflecting its emphasis on charitable giving.

Addison-Washington at Raymond James

Addison-Washington takes a family office approach within the Raymond James platform. It operates from offices in Bellevue, Sammamish, Kirkland, and Redmond. Its core focus is intergenerational wealth transfer, family structure, and legacy planning.

The multi-location Eastside footprint serves families in suburban tech corridors who prefer not to commute into downtown Seattle. Services include wealth transfer, trust administration, banking, lending, insurance, and risk management.

Evergreen Gavekal

Research-driven strategies define Evergreen Gavekal, an independent RIA managing $100 million or more from the Bellevue Eastside. The firm has earned recognition from the Financial Times Top 300 RIA Firms list and the Puget Sound Business Journal's Largest Wealth Management Firms ranking. Advisor Jeff Eulberg received Forbes' Next-Gen Wealth Advisors designation in 2020 and Best-in-State in 2022.

Evergreen Gavekal offers integrated tax services through its majority-owned affiliate, Evergreen Sterling Kuder. The Puget Sound Business Journal also named it among the Eastside's fastest-growing companies.

Mariner Wealth Advisors

Twelve or more advisors staff Mariner's Bellevue office at 11225 SE 6th St., several holding CFP, CPWA, and CDFA credentials. The firm coordinates financial planning that covers capital deployment, estate planning, trust services, tax preparation, and retirement planning.

Its national RIA structure provides scale, while the local team delivers personalized service. Mariner also handles institutional cash management and specialized business services. This makes it relevant for business owners with both personal and corporate planning needs.

CAPTRUST

CAPTRUST differentiates through retirement plan consulting (3(21), 3(38), and OCIO fiduciary roles) alongside personal wealth management. Nine or more professionals staff its Bellevue office at 10811 Main Street, led by principals Matt Myers and Geoffrey Schock.

Endowment and foundation leaders in the Bellevue area can access institutional advisory through the same office that handles personal wealth. CAPTRUST has grown nationally through strategic deals, giving its Bellevue clients access to broader research and capabilities.

Oppenheimer & Co.

Four employees at Oppenheimer's Bellevue branch (500 108th Ave NE) exceed 35 years of tenure, and the team averages 20+ years of experience. The firm administers $143.5 billion in client assets firm-wide and has served the Pacific Northwest for nearly 40 years.

Branch manager Mark Trafford holds Series 3, 7, 9, 10, 63, and 65 licenses. Spencer Nurse earned Forbes' 2020 Best in State designation. Oppenheimer's open-architecture approach, combined with fixed income and guardianship capabilities, serves both domestic and international private clients.

Capital Planning LLC

Capital Planning stands out for two specialties: Boeing executive equity compensation services and its proprietary Family PACT framework for legacy planning. Family PACT (Plan, Alignment, Governance, Training) helps families build a formal constitution, align on shared goals, and prepare the next generation.

The firm uses Charles Schwab for custody and Envestnet for portfolio management and research. Boeing executives navigating annual enrollment, stock options, and retirement benefits find a purpose-built service model here that few Bellevue competitors offer.

Baird Private Wealth Management

Baird's employee-owned structure aligns its advisors' interests with clients over the long term. The Bellevue office at 777 108th Avenue NE provides financial planning and capital deployment with an emphasis on relationship continuity.

As an independent, employee-owned firm, Baird avoids the conflicts of publicly traded wirehouses. Its community involvement focus appeals to Bellevue families who value local engagement alongside wealth management.

Clark Nuber Wealth Management

Clark Nuber's CPA firm affiliation gives it an embedded tax advantage that standalone RIAs lack. Clients receive tax-optimized financial planning, income tax preparation, estate planning, and charitable planning under one roof. The firm also offers financial mentoring for next-generation family members.

Private foundations and family-owned businesses benefit from direct coordination between wealth advisors and CPAs. Families whose primary concern is minimizing tax drag on returns find that Clark Nuber's integrated model eliminates the friction of coordinating between separate firms.

Trends Shaping Bellevue's Wealth Market

Equity Compensation and Concentrated Stock Strategies

Bellevue's proximity to Microsoft in Redmond and Amazon's growing Eastside campus creates a steady pipeline of executives holding restricted stock units, stock options, and concentrated equity. The Paclantic Group, Cresset Capital, and Pathstone all list concentrated stock strategies as core offerings. Pre-IPO planning for employees at later-stage startups in the Puget Sound region adds another layer of demand.

Direct Allocations and Private Market Access

UHNW families in Bellevue increasingly seek direct allocations in private companies and real estate rather than relying solely on public market portfolios. Co-investment opportunities alongside established operators attract families with sector expertise. The Hoban Family Office's $5 billion real estate portfolio illustrates this trend at the SFO level. Cresset Capital offers institutional-quality private deals that individual investors typically cannot access. This shift toward private markets reflects a broader move among tech wealth holders to diversify beyond the sector that generated their fortunes.

Impact and ESG-Aligned Portfolios

Several Bellevue-area firms now offer sustainable and impact options. The Paclantic Group provides ESG-aligned strategies through Morgan Stanley's platform. Cresset highlights purpose-driven capital deployment alongside traditional return objectives. Pathstone frames this as "purpose-based investing" within its family office model. Pacific Northwest families, many shaped by the tech industry's progressive culture, show higher demand for values-aligned portfolios than national averages suggest.

Multigenerational Wealth Transfer

As the first generation of Bellevue tech wealth ages, succession planning and wealth transfer grow more urgent. Capital Planning's Family PACT framework, Pathstone's lifecycle services, and Addison-Washington's intergenerational focus all respond to this shift. Families with $50 million or more face complex questions about trust structures, family oversight, and next-generation education that standard financial planning does not address.

How to Evaluate a Wealth Firm in Bellevue

Equity compensation expertise is the single most important filter in this market. Any firm serving Bellevue UHNW clients should show fluency in stock option timing, 10b5-1 plans, Rule 144, and tax-efficient position spreading. The Paclantic Group's advisor credentials set a useful benchmark. Capital Planning's Boeing-specific services show what niche-tailored compensation planning looks like.

Fiduciary status separates independent firms from wirehouse teams. Cresset Capital brands itself as a "True Fiduciary." Pathstone operates as an independent fiduciary firm. Wirehouse teams like the Paclantic Group and Addison-Washington work within broker-dealer structures where fiduciary obligations may apply differently. Checking a firm's Form ADV filing and FINRA BrokerCheck record clarifies this distinction.

Service breadth matters more in Bellevue than in markets where wealth is simpler. Tech executives often need stock plan analysis, tax preparation, estate planning, trust services, and portfolio management coordinated as one strategy. Clark Nuber's CPA-integrated model and Mariner's all-in-one platform handle this well. Firms that outsource most services introduce coordination risk.

Open architecture is another key factor. Pathstone and Cresset both use open-architecture platforms that source from unaffiliated managers. Wirehouse teams may default to proprietary products. Families should ask whether the firm earns revenue from product placement or solely from advisory fees.

Bellevue's market is small enough that personal fit carries extra weight. With only 14 major firms, switching costs run high and referral networks stay tight. Meeting the actual advisor team before committing is essential.

Which Family Office Fits Your Needs?

UHNW families holding $20 million or more with complex equity compensation should evaluate the Paclantic Group or Cresset Capital first. Both offer dedicated concentrated stock strategies and pre-transaction planning tailored to Bellevue's tech wealth profile. Cresset adds direct access to private deals, while the Paclantic Group provides Morgan Stanley's global research platform.

Business owners planning an exit or experiencing a liquidity event will find Parcion Private Wealth's concierge model built for their situation. Parcion combines portfolio management with community-building events that connect founders with peers. For families wanting a full outsourced private wealth platform without building internal staff, Pathstone's lifecycle model scales from setup through succession. Its 775+ team members back the local relationship.

Next-generation wealth holders inheriting from Bellevue's first tech wave need firms with family structure programs. Capital Planning's Family PACT framework and Addison-Washington's legacy planning services address the education and alignment challenges that wealth transfer creates. Families whose primary complexity is tax optimization should consider Clark Nuber's CPA-integrated approach. It eliminates the gap between tax preparation and wealth planning that frustrates clients at firms where these functions operate separately.

Methodology

This guide profiles 14 family offices in Bellevue identified through public filings, firm websites, industry rankings, and regional business data as of early 2026. Firms qualified based on confirmed Bellevue or Eastside presence and services relevant to UHNW families. AUM figures appear only where publicly disclosed. Rankings and awards cited (Forbes/SHOOK, Barron's, Financial Times, Puget Sound Business Journal) rely on their respective methods and do not represent endorsements. This article does not constitute financial advice. Families should verify credentials, fiduciary status, and fee structures directly with each firm.