
On This Page
- Key Facts at a Glance
- Southern Nevada's Wealth Management Landscape
- Family Office Comparison at a Glance
- Top Picks by Strategy
- Top Family Offices in the Las Vegas Market
- Allocation Trends Shaping the Las Vegas Market
- How to Evaluate a Family Office in This Market
- Which Family Office Fits Your Needs?
- Methodology
- Frequently Asked Questions
Key Facts at a Glance
- Las Vegas family offices span a growing cluster of single family offices (SFOs), multi-family offices (MFOs), national bank divisions, and boutique advisors serving ultra-high-net-worth (UHNW) families.
- Major national firms have expanded rapidly here. J.P. Morgan Private Bank grew its local team from 6 to 17 people in recent years.
- Summerlin and Henderson serve as the primary hubs for wealth management and private wealth operations in Southern Nevada.
- Nevada charges zero state income tax. Its dynasty trust laws and asset protection statutes make Las Vegas a magnet for family office formation and wealth relocation from high-tax states.
- Capital deployment themes center on real estate, gaming and hospitality ventures, sports-related deals, and alternative assets like mobile home parks and self-storage.
- Crystal View Capital manages $650 million in assets under management (AUM) focused on niche real estate, serving family office co-investors.
- Professional sports expansion (NFL Raiders, NHL Golden Knights, F1 Grand Prix) fuels new wealth creation and drives demand for private wealth services.
Southern Nevada's Wealth Management Landscape
Las Vegas has evolved beyond entertainment into a wealth management hub. Population growth, professional sports franchises, and one of the most favorable tax and trust frameworks in the country drive this shift. The market includes true SFOs like the Murren Family Office and Bloom Family Office, independent MFOs like Kingsbridge Wealth Management, and national bank divisions from J.P. Morgan and BNY Wealth, plus boutique advisors such as Olympic Family Office and Greenway Family Office Services.
Summerlin functions as the primary concentration point. Both J.P. Morgan Private Bank and BNY Wealth operate from this master-planned community in western Las Vegas. Henderson, south of the Strip, hosts a secondary cluster of advisors and wealth management teams.
Nevada's legal framework is a core driver behind this growth. Dynasty trusts can last up to 365 years. Self-settled asset protection trusts shield assets from future creditors. Directed trust statutes let families retain control of their investments while using a corporate trustee.
These tools, combined with no state income tax, pull wealthy families from California and New York. Gaming, hospitality, and real estate development have built a local UHNW population that now expects institutional-grade services. National firms are racing to meet that demand.
Family Office Comparison at a Glance
The table below compares key firms operating in or serving the Las Vegas market. Most do not publicly disclose AUM, so that column reflects only confirmed figures.
| Family Office | Type | AUM Estimate | Focus | Key Services | Location |
|---|---|---|---|---|---|
| Crystal View Capital | Real Estate | $650M | Mobile home parks, self-storage | Direct investment, co-investment | Las Vegas area |
| J.P. Morgan Private Bank | National Bank Division | Undisclosed | UHNW wealth management | Planning, investing, lending, banking | Summerlin |
| BNY Wealth | National Bank Division | Undisclosed | Active Wealth framework | Wealth management, private banking, trust services | Summerlin |
| Echelon Point (Morgan Stanley) | Brokerage FO Team | Undisclosed | Full-service wealth management | Estate planning, lifestyle services, family governance | Las Vegas |
| Kingsbridge Wealth Management | MFO | Undisclosed | Independent advisory | Portfolio management, family dynamics | Not disclosed |
| Murren Family Office | SFO | Undisclosed | PE, real estate, gaming, sports | Private equity, real estate, charitable giving | Las Vegas |
| Bloom Family Office | SFO | Undisclosed | Distressed businesses, global deals | Trust management, opportunity investing | Las Vegas |
| CORE Advisory Partners | Boutique Advisory | Undisclosed | Real estate, gaming sector | Capital raises, M&A advisory | Las Vegas |
| Olympic Family Office | Boutique FO | Undisclosed | UHNW and nonprofit foundations | Tax, estate planning, charitable planning | Not disclosed |
| Greenway Family Office Services | Boutique FO | Undisclosed | Administrative and oversight | Financial, administrative, governance | Houston and Las Vegas |
| Silver State Family Office Services | FO Law Firm | Undisclosed | Legal structuring | Family office legal services, counsel | Las Vegas |
Crystal View Capital is the only firm with a confirmed AUM figure. The distinction between truly independent offices and family office service teams at national brokerages matters. Independent firms operate with full autonomy, while brokerage teams offer institutional breadth but may carry product-related conflicts.
Top Picks by Strategy
- Largest Disclosed AUM: Crystal View Capital, with $650M managing mobile home parks and self-storage facilities, plus $157M in distributions to investors since its founding.
- Top National Platform: J.P. Morgan Private Bank Las Vegas, whose team tripled from 6 to 17 members, reflecting major institutional commitment to the market.
- Best for Real Estate Allocators: CORE Advisory Partners, with over $2B in capital raises and M&A transactions in prior roles, including the $367M US Bank Tower deal.
- Strongest MFO Platform: Kingsbridge Wealth Management, operating as an independent multi-family office for nearly three decades.
- Most Complete Service Menu: Echelon Point at Morgan Stanley, offering 10-plus service categories including lifestyle management and family governance education. Forbes named the team Best-In-State from 2023 to 2025.
- Leading SFO for Gaming and Hospitality: Murren Family Office, managing wealth from Jim Murren's tenure as chairman and CEO of MGM Resorts International.

Top Family Offices in the Las Vegas Market
J.P. Morgan Private Bank Las Vegas
The fastest-growing private wealth platform in Las Vegas tripled its local staff from 6 to 17 people. This Summerlin-based team delivers the full J.P. Morgan Private Bank suite: planning, investing, lending, banking, and digital security advisory. David Garcia serves as Managing Director, and Domenica Richards earned a 40 Under 40 designation. UHNW families needing global resources through a dedicated local team will find this platform among the most complete in Southern Nevada.
BNY Wealth Las Vegas
Two decades of local market presence make BNY Wealth the longest-tenured national family office platform in Las Vegas. Its Active Wealth framework covers five pillars: invest, borrow, spend, manage, and protect. The Global Family Office division adds international trust administration, including Cayman entities for families with cross-border structures.
Families with complex estate planning needs that span multiple jurisdictions benefit from BNY's depth. The firm brings 240 years of institutional history combined with over 40 years of local expertise.
Echelon Point Wealth Management Group (Morgan Stanley)
Few brokerage-based teams match the service breadth of Echelon Point. The group provides estate planning, portfolio management, charitable giving, cash management, lending, and lifestyle services under one roof. Family oversight and education programs set this team apart from typical advisory groups.
Forbes named Echelon Point a Best-In-State Wealth Management Team for three consecutive years, from 2023 through 2025. Troy Pinkelman serves as Executive Director. Mark Richanbach has worked in financial services since 1979, combining deep experience with a wide mandate.
Kingsbridge Wealth Management
No bank or brokerage controls Kingsbridge Wealth Management. The firm operates as a multi-family office free of institutional ties. This independence gives advisors latitude to select best-in-class solutions without product pressure.
Nearly three decades of client relationships, with an average client net worth above $10 million, reflect the longevity of this model. Executive Vice President Kerri Dunn has stated: "We work for our clients, not for a firm." Families who value objective counsel and long-term advisory continuity should consider Kingsbridge a primary option.
Murren Family Office
Jim Murren built this single family office to manage wealth from his tenure as chairman and CEO of MGM Resorts International, one of the world's largest gaming and hospitality companies. The portfolio spans private equity, real estate, gaming, hospitality, and sports ventures, reflecting deep sector expertise. This SFO shows how Las Vegas industry wealth converts into structured family office capital.
Bloom Family Office
Distressed deals and contrarian bets set this single family office apart. Jay Bloom's operation focuses on managing trusts, acquiring distressed businesses, and pursuing opportunity deals worldwide. Rather than the typical wealth preservation playbook, this FO actively seeks asymmetric returns from overlooked or stressed assets. The approach appeals to families who view their office as a deal-making platform rather than a passive custody vehicle.
Crystal View Capital
Crystal View Capital manages $650 million in assets concentrated in mobile home parks and self-storage facilities. It is the only Las Vegas-area firm in this guide with a confirmed AUM figure. The firm has distributed over $157 million to investors since inception.
This niche real estate strategy offers co-investors exposure to cash-flowing, value-add properties outside traditional commercial real estate. Families seeking direct investment in alternative property types with demonstrated distributions will find Crystal View's track record concrete and verifiable.
Olympic Family Office
"Where wealth meets purpose" is not just a tagline. Olympic serves exclusively UHNW families and nonprofit foundations, deliberately limiting its client base to deliver deeper relationships. Services span tax optimization, estate planning, wealth transfer, asset protection, and charitable planning.
Strategic partnerships extend capabilities beyond the core team without adding bureaucracy. Families blending significant charitable giving with wealth preservation goals will find Olympic's dual mandate unusual in this market.
Greenway Family Office Services
Dual offices in Houston and Las Vegas give Greenway a geographic flexibility that purely local firms lack. The firm focuses on administrative, financial, and oversight services for families and their companies and trusts.
This operational focus distinguishes Greenway from investment-driven competitors. Families needing bill pay, consolidated reporting, entity management, and governance structures alongside financial planning can outsource day-to-day complexity here.
Silver State Family Office Services
Nevada's longest-running boutique family office legal practice has operated since 1993. Its horizontal firm structure ensures partner-level attention on every engagement, avoiding the junior-associate handoff common at larger law firms.
Services center on legal counsel for family office formation, entity structuring, and Nevada trust strategies. Special counsel relationships span the U.S. and international jurisdictions. Families needing legal architecture for a new family office, or restructuring an existing one to capture Nevada's trust advantages, should evaluate Silver State as a dedicated legal partner.
Allocation Trends Shaping the Las Vegas Market
Real Estate and Alternative Asset Strategies
Real estate dominates local family office portfolios. Crystal View Capital's $650M allocation to mobile home parks and self-storage shows how Las Vegas firms target cash-flowing alternative properties. CORE Advisory Partners, whose founder managed over $2B in real estate capital raises and M&A at prior firms, brings deal sourcing for middle-market developers and investors.
Sports, Gaming, and Entertainment Ventures
The NFL Raiders, NHL Golden Knights, and F1 Grand Prix have created entirely new verticals for Las Vegas wealth managers. The Murren Family Office invests directly in gaming, hospitality, and sports, leveraging Jim Murren's two decades at MGM Resorts. These franchises and events also attract UHNW owners and executives who then form or relocate private wealth offices to Nevada.
Tax-Driven Wealth Migration to Nevada
Zero state income tax and robust asset protection laws continue pulling wealthy families from California, New York, and Illinois. J.P. Morgan's team expansion from 6 to 17 staff members is a direct response to this migration wave. BNY Wealth's two decades in Summerlin further confirm the trend's staying power.
National Firm Expansion
Several national registered investment advisors (RIAs) have established or grown Las Vegas offices beyond J.P. Morgan and BNY Wealth. This wave of institutional expansion signals that the local wealth market has reached critical mass. Families now have more options at varying wealth thresholds, from $500,000 minimums to $25 million-plus platforms.
Charitable Giving and Impact Allocation
Olympic Family Office and J.P. Morgan's local team both position philanthropic planning as a core differentiator. A growing number of Las Vegas UHNW families want their wealth strategies to align with community impact. The city's rapid growth and evolving civic identity fuel this trend.
How to Evaluate a Family Office in This Market
The most important Las Vegas-specific question: does a firm have genuine Nevada trust and asset protection expertise, or does it simply maintain a local address? National firms like J.P. Morgan and BNY Wealth bring institutional resources. Families should confirm that local advisors can structure dynasty trusts, self-settled asset protection trusts, and directed trusts under Nevada statutes.
Distinguishing between truly independent offices and brokerage-embedded teams matters here. Kingsbridge Wealth Management and Greenway Family Office Services operate free of product conflicts. In contrast, Echelon Point at Morgan Stanley delivers family office services within a brokerage framework, where compensation structures may differ. For broker-dealer affiliated advisors, check FINRA BrokerCheck to review disciplinary history and licensing.
A useful evaluation checklist covers total wealth, asset complexity, and family dynamics. Add succession planning needs, tax goals, charitable objectives, and risk tolerance to the review. Many local firms offer free discovery meetings, making initial comparisons practical.
Consider whether you need legal structuring or portfolio-focused advisory, since these are distinct services. Silver State Family Office Services handles entity formation, trust creation, and oversight frameworks. J.P. Morgan and BNY Wealth handle portfolio management, lending, and banking.
Some families need both. Few firms provide both under one roof. Watch for red flags specific to this market: firms claiming customized solutions while delivering generic portfolios, limited Nevada trust expertise despite a local office, and unclear fee disclosures.
Which Family Office Fits Your Needs?
UHNW families managing $25 million or more and seeking a full-service platform should explore J.P. Morgan Private Bank or BNY Wealth in Summerlin. Both offer institutional depth, private banking, lending, and international trust capabilities. BNY Wealth's Global Family Office division suits families with cross-border structures.
Business owners, real estate developers, and entrepreneurs planning liquidity events can turn to CORE Advisory Partners for M&A and capital restructuring expertise. Crystal View Capital offers co-investment in niche real estate for those seeking direct exposure to alternative property types.
Families who prize independence from large institutions should evaluate Kingsbridge Wealth Management. Its nearly 30 years of independent MFO service predates the current national-firm expansion wave. Next-generation wealth holders benefit from firms with explicit family governance and education programs, such as Echelon Point at Morgan Stanley.
Families blending wealth management with significant charitable giving should consider Olympic Family Office, which limits its client roster to deepen each relationship. Those needing Nevada-specific legal structuring, rather than portfolio management, should start with Silver State Family Office Services for family office formation and trust design.
Methodology
This guide to las vegas family offices draws on public filings, firm websites, industry databases, and professional directories. Selection criteria included offices headquartered in or actively serving the Las Vegas and Southern Nevada market. The guide covers SFOs, MFOs, national bank family office divisions, boutique advisory firms, and family office law practices.
AUM and allocation data reflect publicly available information as of early 2026. Where firms do not disclose managed assets, profiles focus on services, strategy, and client focus. Rankings and editorial picks reflect disclosed capabilities, service breadth, and market positioning. No listed office endorsed these rankings.