Top Family Offices in Boca Raton 2026

Key Facts About Boca Raton's Private Wealth Firms

• Boca Raton hosts at least seven dedicated family offices spanning single family offices (SFOs), multi-family offices (MFOs), outsourced platforms, and specialized legal practices.
• Florida's zero state income tax and favorable trust laws pull ultra-high-net-worth (UHNW) families into the Boca Raton corridor from northeastern states.
• Graystone Consulting, operating under Morgan Stanley, manages $34.3 billion in assets under advisement from its Boca Raton office, the largest local presence by that measure.
• The market includes SFOs like Cooper Family Office and Richards Family Office alongside MFO platforms such as Fiduciary Family Office, Mandel Family Office, and Ulin & Co. Wealth Management.
• A $30 trillion intergenerational wealth transfer is speeding demand for private wealth services in South Florida, with women set to control the majority of that capital by 2030.
• Local investment strategies range from disruptive technology and biotech (Cooper) to asset-backed lending and municipal bonds yielding 4.5% to 5% (Mandel).
• Boca Raton firms serve entrepreneurs, professional athletes, UHNW women, and multigenerational families relocating from high-tax states.

South Florida's Wealth Corridor: A Family Office Boca Raton Overview

Boca Raton sits at the center of South Florida's wealth management corridor, stretching from Miami north through Fort Lauderdale and into Palm Beach. The city's appeal to UHNW families combines Florida's zero state income tax with favorable trust laws and proximity to international airports. Miami hosts three or more major offices managing between $669 million and $120 billion in combined AUM, while West Palm Beach adds another cluster with $500 million to $10 billion in managed assets.

What sets Boca Raton apart is the variety of office models operating within a compact geography. Cooper Family Office and Richards Family Office run as SFOs with full privacy and investment control. Fiduciary Family Office, Mandel Family Office, and Ulin & Co. operate as MFOs that share resources to reduce costs for each client family.

Kaufman Rossin brings an outsourced, CPA-driven model with lifestyle management. Gunster provides dedicated legal counsel for family office formation and oversight from nearby West Palm Beach. Latin American families also channel cross-border wealth into the region, drawn by Florida's legal protections and bilingual advisory networks.

The $30 trillion great wealth transfer compounds this trend. Women now control $365 billion in what industry observers call the "sideways succession" boom. Fiduciary Family Office in Boca Raton has built its entire practice around serving UHNW women navigating that shift.

Comparison of Boca Raton Wealth Firms at a Glance

The table below compares Boca Raton family offices by type, disclosed AUM, investment focus, and core services. Most local firms do not publicly disclose AUM figures, so the column reflects only verified data.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Graystone Consulting (Morgan Stanley)	Institutional/MFO	$34.3B AUA	Hedge funds, private capital, concentrated strategies	Asset protection, business succession, family dynamics	Boca Raton
Fiduciary Family Office	MFO	Not disclosed	UHNW women, multigenerational wealth	Tax/estate integration, nuptial planning, financial concierge	Boca Raton
Ulin & Co. Wealth Management	MFO/RIA	Not disclosed	Entrepreneurs, athletes, exit planning	Multigenerational coordination, retirement income, tax strategy	Boca Raton
Mandel Family Office	MFO	Not disclosed	Asset-backed lending, arbitrage, tax-free income	Investment management, tax planning, wealth transfer	Boca Raton
Cooper Family Office	SFO	Not disclosed	Disruptive tech, biotech, traditional industries	Private investment sourcing	Boca Raton
Richards Family Office	SFO	Not disclosed	Private equity, real estate, public markets	Long-term capital preservation	Boca Raton
Kaufman Rossin	MFO/Outsourced	Not disclosed	Accounting, lifestyle management, consolidated reporting	Bill pay, concierge, fractional chief of staff, digital security	Boca Raton, Miami
Aurelius Legacy Partners	MFO	Not disclosed	Alternative investments, tax-efficient strategies	Holistic wealth optimization, private banking, trust/estate	Boca Raton, LA, NY
Encore Wealth Management (Raymond James)	MFO/Broker-Dealer	Not disclosed	Intergenerational wealth, complex portfolios	Family governance, legacy planning, trust services, insurance	Boca Raton

Only Graystone Consulting discloses AUM publicly among local offices. The remaining firms operate on a private or fee-based advisory model where AUM is not a standard marketing metric. Families evaluating these offices should request AUM or assets under advisement figures directly during initial consultations.

Top Picks by Strategy

• Largest AUM Presence: Graystone Consulting (Morgan Stanley), with $34.3 billion in assets under advisement and access to Morgan Stanley's institutional hedge fund and private capital pipeline.
• Leading MFO for UHNW Women: Fiduciary Family Office, purpose-built for women navigating succession, with nuptial planning and a proprietary legacy planning framework led by CEO Kathleen Grace, CFP, CIMA.
• Top Pick for Entrepreneurs and Athletes: Ulin & Co. Wealth Management, offering exit planning, post-liquidity coordination, and over 20 years of client continuity through the NewEdge Advisors platform.
• Most Distinctive Allocation Approach: Mandel Family Office, specializing in asset-backed lending, arbitrage strategies, and capital gains elimination structures not commonly offered by traditional MFOs.
• Strongest Technology and Biotech Focus: Cooper Family Office, a Boca Raton SFO channeling capital into disruptive technologies and innovative biotechnologies alongside traditional industries.
• Deepest Outsourced Services Platform: Kaufman Rossin, with nearly 60 years of experience delivering lifestyle management, fractional chief of staff services, and digital security protections.
• Premier Legal Advisory for Wealth Firms: Gunster, holding a Chambers High Net Worth Band 1 ranking for private wealth and offering formation, oversight, and private trust company services from West Palm Beach.

Top Boca Raton Family Offices in Detail

Graystone Consulting (Morgan Stanley)

Families seeking institutional-scale resources without leaving Boca Raton find Graystone Consulting hard to match. Its $34.3 billion in assets under advisement, reported as of June 2024, gives clients access to Morgan Stanley's hedge fund allocations, private capital offerings, and concentrated stock strategies.

The office pairs institutional consulting with family-specific services: asset protection, business succession planning, and family dynamics consulting. Graystone operates from both Boca Raton and Orlando, which allows Florida-based families to maintain a single advisory relationship with multiple residences. For families with $50 million or more in investable assets who want Wall Street-grade systems with a South Florida address, Graystone sets the local benchmark.

Fiduciary Family Office

No other Boca Raton office has built its identity so precisely around serving UHNW women. CEO Kathleen Grace, CFP, CIMA, leads a team with over 60 years of collective experience. She has publicly stated plans to acquire other female-led, Florida-based registered investment advisors (RIAs) over the next five years.

The firm acts as a family CFO, integrating tax, estate, and investment planning into a single coordinated service. A proprietary legacy planning book helps families document and communicate their values to the next generation. Nuptial planning, charitable giving, and financial concierge services round out an offering designed for women reshaping how generational wealth flows.

Ulin & Co. Wealth Management

Founders and business owners approaching a liquidity event need an advisor who understands what happens after the sale. Jon Ulin, CFP, built Ulin & Co. around that specific transition, offering exit planning, succession coordination, and post-sale wealth structuring.

The firm operates on the NewEdge Advisors platform, which oversees more than $170 billion in client assets. Client assets sit with Charles Schwab and Fidelity, giving families multi-custodial flexibility. Ulin's 20-plus years of client continuity in Boca Raton makes the firm a natural fit for entrepreneurs, professional athletes, and executives who need financial planning coordinated with CPAs, legal counsel, and operating partners.

Mandel Family Office

Mandel takes an approach most Boca Raton offices avoid entirely. Its focus on asset-backed lending, arbitrage strategies, and tax-free income structures positions it as the local office for families seeking yield without traditional equity market exposure. Capital gains elimination strategies add another layer of tax efficiency.

This MFO also covers estate planning, charitable giving, and wealth transfer. Its edge lies in sourcing and structuring alternative income streams. Families frustrated by conventional 60/40 portfolios will find Mandel's specialization a sharp departure from standard advisory models.

Cooper Family Office

Cooper runs a single family office in Boca Raton with a thesis closer to a venture capital fund than a traditional wealth preserver. The SFO targets disruptive technologies, innovative biotechnologies, and select traditional industries.

This narrow focus means Cooper is not a fit for families seeking broad spreading of investments or conservative income strategies. It does appeal to technology-oriented families who want direct exposure to early-stage and growth-stage innovation. Cooper's SFO structure provides full privacy and control without the shared rules of an MFO.

Richards Family Office

Richards balances private equity and real estate allocations with public market positions for long-term capital preservation. The combination of illiquid and liquid strategies suggests a patient, multigenerational investment horizon.

As an SFO, Richards serves a single family and does not accept outside clients. Its presence in the Boca Raton market reflects the city's appeal for families managing substantial private portfolios. Families considering whether to establish their own SFO in South Florida can look to Richards as a local precedent for the structure.

Kaufman Rossin Family Office Services

Kaufman Rossin delivers family office capabilities through an outsourced model rooted in nearly 60 years of CPA practice. The firm's lifestyle management division includes bill pay, domestic payroll, and a fractional chief of staff service that handles day-to-day financial operations for busy families.

Digital security is a stated priority. Data shows 26% of SFOs have been cybercrime victims. Operating from Miami, Boca Raton, and Palm Beach Gardens, the firm covers the full South Florida corridor. Families who need accounting-driven support without building an internal team will find Kaufman Rossin's model cost-effective and operationally deep.

Aurelius Legacy Partners

Aurelius brings a multi-city MFO model to Boca Raton, with additional offices in Los Angeles and New York. Its focus on holistic wealth optimization pairs alternative capital deployment access with tax-efficient strategies, private banking, and trust and estate preservation.

The geographic spread allows families with bi-coastal lives or business interests to work with a single advisory team. Executive business benefits consulting is an unusual addition to the standard wealth firm menu. This appeals to C-suite clients managing both personal and corporate planning.

Encore Wealth Management (Raymond James)

Encore operates on the Raymond James platform from its Boca Raton office at 1 Town Center Road. The firm emphasizes intergenerational wealth management, covering family oversight structures, legacy planning, and wealth transfer alongside standard investment and trust services.

Raymond James's banking and lending solutions give clients integrated access to credit facilities. Insurance and risk management round out the offering. For families who prefer the backing of a publicly traded financial services firm with local advisory relationships, Encore provides a hybrid of institutional resources and family-level attention.

Investment Trends Shaping Boca Raton's Wealth Market

Direct Investments and Co-Investment Activity

Boca Raton wealth firms increasingly bypass traditional fund structures to invest directly in companies. Cooper Family Office channels capital into disruptive technologies and biotech ventures. Richards Family Office allocates to private equity and real estate deals.

This shift gives families more control over individual positions and eliminates a layer of fund management fees. Co-investment opportunities, where families invest alongside other offices or institutional partners, are expanding as the local office community grows.

The Great Wealth Transfer and Women-Led Succession

The $30 trillion moving from baby boomers to the next generation is reshaping client demographics in Boca Raton. Women are set to control the majority of that capital by 2030. Already, $365 billion sits in the hands of women leading what observers call the "sideways succession" boom.

Fiduciary Family Office has positioned itself at the center of this shift. The firm built a practice dedicated to UHNW women and plans to acquire other female-led wealth practices in Florida over the next five years.

Alternative Yield Strategies Gaining Traction

Mandel Family Office's focus on asset-backed lending and arbitrage reflects a broader local appetite for non-traditional income. Municipal bonds yielding 4.5% to 5% have attracted attention from Boca Raton advisors, including Ulin & Co., which uses municipal bonds in its portfolio construction.

Structured notes and private credit allocations are also rising as families look for yield in a rate environment that remains unpredictable. Mandel's capital gains elimination structures add another tool for Boca Raton families seeking tax-free income outside standard fixed-income portfolios.

Tax-Driven Wealth Migration to South Florida

Florida's zero state income tax continues to pull UHNW families from New York, Connecticut, New Jersey, and California. Gunster's practice assists families with establishing Florida domicile and forming private trust companies under state law.

This migration is not just residential. Families move their entire advisory ecosystems, creating demand for local offices that can coordinate with newly transplanted CPAs, attorneys, and investment teams. Boca Raton's growing concentration of specialized advisors makes it a natural landing zone for these relocating households.

How to Evaluate a Family Office in Boca Raton

Start with fiduciary status. Boca Raton's market includes RIAs, broker-dealer affiliates, CPA-driven platforms, and law firm practices, each with different regulatory obligations. Fiduciary Family Office, as its name signals, leads with a fiduciary commitment. Ulin & Co. operates through NewEdge Advisors, a registered investment advisor. Graystone functions under Morgan Stanley's institutional consulting umbrella. Verify SEC and FINRA registration before any engagement.

Digital security deserves special weight in this market. Data shows 26% of SFOs have been cybercrime victims, and Boca Raton's concentration of wealthy families makes it a target-rich environment. Kaufman Rossin includes digital security in its standard service package. Ask any prospective office about internal controls, identity theft protections, and incident response protocols.

Coordination capability separates a private wealth office from a standard advisor. Fiduciary and Ulin both describe themselves as the family's CFO, coordinating with CPAs, attorneys, insurance providers, and trust companies. Test this claim by asking how the office handles cross-advisor communication and consolidated reporting. Families relocating from high-tax states should confirm that their prospective office has experience managing the tax transition, including state domicile changes and trust restructuring.

Credential verification matters in a market with diverse office models. Look for CFP (Certified Financial Planner) and CIMA (Certified Investment Management Analyst) designations, held by fewer than 11,000 professionals globally. Kathleen Grace at Fiduciary holds both. Jon Ulin at Ulin & Co. holds a CFP. Match the credential to your need: CFP for planning breadth, CPA for tax-driven offices like Kaufman Rossin, JD for legal practices like Gunster.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more in investable assets who want institutional-grade systems should evaluate Graystone Consulting. Its $34.3 billion platform and Morgan Stanley resources offer private capital access and full planning. Families who prefer an independent fiduciary model over a wirehouse structure may want to explore Fiduciary Family Office or Aurelius Legacy Partners instead.

Business owners preparing for or recovering from a liquidity event will find Ulin & Co. built for that transition, with exit planning, post-sale wealth coordination, and connections to vetted investment banks through a national affiliate network. Women navigating succession planning or building wealth plans around charitable giving should explore Fiduciary Family Office, the only local firm designed for that client segment.

Mandel Family Office appeals to families seeking unconventional yield through asset-backed lending and arbitrage rather than standard equity-bond portfolios. Families who prefer not to build internal staff can turn to Kaufman Rossin for outsourced accounting, bill pay, and lifestyle management. Next-generation wealth holders focused on family oversight and financial education will find Encore Wealth Management's intergenerational planning and trust services well suited to long-horizon legacy goals.

Methodology

This guide to family office Boca Raton firms draws on SEC filings, firm websites, industry databases, and published rankings from Barron's, Forbes, and Chambers High Net Worth Guide. Offices earned inclusion based on a confirmed presence in or service to the Boca Raton market. Evaluation considered disclosed AUM, service breadth, investment focus, client specialization, and professional credentials. AUM figures reflect the most recent publicly available data, mainly from 2024 filings. Offices that do not disclose AUM were judged on service depth and market positioning. This article uses 2024 and 2025 source data, updated for 2026 publication.