Top Family Offices in Memphis 2026

Key Facts About Memphis Family Offices

• Memphis, Tennessee hosts roughly 15 family offices spanning single family offices (SFOs), independent multi-family offices (MFOs), embedded wirehouse teams, and outsourced providers serving ultra-high-net-worth (UHNW) families in the Mid-South.
• Green Square Wealth Management manages over $5 billion in client assets and serves 100+ families and institutions from its Memphis headquarters as part of the HighTower platform.
• Steel Grove oversees $1.25 billion or more in assets under management (AUM) with an average client net worth of $25 million, placing it among the top independent MFOs in the region.
• The Family Office Group at UBS requires $100 million for its Family Office Solutions tier and serves clients in 25+ states from its Poplar Avenue office.
• Office activity concentrates along the Poplar Avenue corridor (zip codes 38119, 38120, 38138), with several firms operating dual Memphis-Nashville locations.
• Legacy wealth from the Dobbs family (automotive) and the Kemmons Wilson family (Holiday Inn) sustains dedicated SFO operations spanning decades.
• Memphis offices favor direct private business ownership and cash-flow strategies over purely financial portfolio management.

Family Offices in Memphis, Tennessee: Landscape Overview

Memphis serves as the financial hub of the Mid-South. The family offices in Memphis, Tennessee reflect a city shaped by legacy corporate wealth and business dynasties.

The Dobbs family has run a dedicated SFO for over 25 years. Wilson Investment Management handles the Kemmons Wilson Companies fortune built on the Holiday Inn brand. Former Goldman Sachs professionals founded both Green Square ($5B+ AUM) and Steel Grove ($1.25B+ AUM), the market's leading independent MFOs.

Five distinct service models define the market. Families with $100 million or more can access embedded wirehouse platforms through The Family Office Group at UBS or the Brent Berry Team at Raymond James. Independent MFOs like Steel Grove serve clients with $25 million or more in net worth.

Outsourced providers such as ATA and Radian Partners deliver fractional CFO, succession planning, and concierge services. These firms suit families needing specific capabilities without full-office overhead.

National firms have also staked local claims. Cresset Capital ($65B+ AUM), Creative Planning, and Beacon Pointe Advisors all maintain Memphis offices. Tennessee charges no state income tax on wages, giving the city a structural edge for wealth preservation and estate planning.

Most office activity clusters along Poplar Avenue and into Germantown. Coverage extends into Mississippi, Arkansas, and Kentucky.

Memphis Family Office Comparison at a Glance

The table below compares the leading Memphis family offices by type, AUM, and core focus. AUM data appears only where publicly available.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Green Square Wealth Management	MFO (HighTower)	$5B+	Cash-flow oriented strategies	Institutional asset management, outsourced CFO, wealth advisory	Memphis, TN
The Family Office Group (UBS)	Embedded Wirehouse	—	Balance sheet management, illiquid solutions	Family oversight, estate planning, charitable giving, art advisory, UHNW lending	Memphis & Nashville, TN
Steel Grove	MFO	$1.25B+	Tailored strategies for entrepreneurial families	Wealth management, asset management, family office	Memphis, TN
Dobbs Management Service	SFO	—	Long-term private business ownership	Private business management, capital deployment	Memphis, TN
Brent Berry Team (Raymond James)	Embedded Wirehouse	—	Complex portfolio management	Family oversight, legacy planning, trust services, banking, insurance	Memphis, TN
RBG Wealth Advisors	Family Office Services	—	Full wealth advisory	Cash flow planning, bill payment, entity management, gift planning	Memphis, TN
Radian Partners	Outsourced FO	—	Concierge family office services	Fractional CFO, succession planning, private banking	Memphis area
ATA	Accounting Firm FO	—	Business advisory, family office management	Fractional CFO, transaction advisory, audit and tax	Memphis + multi-state
Creative Planning	Family Office Services	—	Broad wealth management	Tax, estate, charitable planning, outsourced accounting	Memphis, TN
Cresset Capital	MFO (National)	$65B+	Entrepreneurs and UHNW families	Private allocations, tax strategies, trust services, exit planning	National (serves Memphis)

Green Square and Steel Grove stand out as the only Memphis-based MFOs with publicly reported AUM figures. The UBS Family Office Group commands the highest wealth threshold at $100 million. Steel Grove's $25 million average client net worth marks the independent MFO entry point.

Top Picks by Strategy

• Largest AUM in Memphis: Green Square Wealth Management manages $5B+ in client assets for 100+ families, operating the biggest independent MFO platform based in the city.
• Best for Direct Private Business Ownership: Dobbs Management Service focuses on long-term ownership of private companies, backed by three generations of the Dobbs family and a connected private equity arm (Dobbs Equity Partners).
• Premier UHNW Platform ($100M+): The Family Office Group at UBS provides institutional-level resources including art advisory, UHNW lending, and the UBS Optimus Foundation for charitable giving.
• Strongest Boutique MFO: Steel Grove manages $1.25B+ using a model where the founding family invests alongside clients, creating alignment rare among Memphis firms.
• Broadest Service Suite: The Brent Berry Team at Raymond James covers family oversight, legacy planning, trust services, banking, lending, insurance, and risk management under one roof.
• Top Outsourced Model: Radian Partners delivers fractional CFO, succession planning, and private banking without requiring a full family office commitment.
• Fixed Income Niche: Memphis Capital Management focuses on government-guaranteed SBA/USDA loan portions with variable rates, a distinctive offering for family office portfolios.
• National Scale with Local Access: Cresset Capital brings $65B+ in managed assets and institutional-quality private deal sourcing to Memphis-area entrepreneurs.

Top Memphis Family Offices in Detail

Green Square Wealth Management

Memphis's largest homegrown multi-family office manages over $5 billion in client assets for 100+ families and institutions nationwide. Green Square serves as an outsourced CFO for family office clients while running institutional asset management and wealth advisory services. The firm joined HighTower in 2019 with roughly $2.6 billion in assets and has nearly doubled its AUM since.

Its cash-flow oriented approach prioritizes long-term value creation over speculative growth. Green Square's fee-only, independent model stands apart from wirehouse-affiliated competitors in the Memphis market. Families seeking objective, institutional-grade portfolio management with MFO-level personal service will find this the most scalable platform in the city.

The Family Office Group (UBS)

Jay Williams leads this team as one of a select group of advisors holding both Private Wealth Advisor and Family Office Consultant (FOC) designations. The team serves UHNW clients with $100 million or more. They provide access to UBS's global resources including art advisory (through specialist Matthew Newton), UHNW tailored lending (through Jennifer Miara with 20+ years of experience), and the UBS Optimus Foundation for charitable giving.

Team member Rachel, a licensed attorney with an LLM in taxation from Villanova, previously served as in-house counsel at the SFO of RBM Venture Company. Williams has appeared on Barron's Top 1,200 Financial Advisors list every year from 2018 through 2025. He also made the Forbes Best-in-State Wealth Advisors list from 2019 through 2025. This team represents the strongest wirehouse option in Memphis for families prioritizing estate planning, family governance, and global institutional access.

Steel Grove

Steel Grove manages $1.25 billion or more in assets with an average client net worth of $25 million, making it a standout independent MFO. A former Goldman Sachs executive founded the firm and also launched a mutual fund company, giving Steel Grove an investment-led culture. The founding family invests alongside clients and offers co-investment opportunities, creating alignment few Memphis competitors match.

With 80+ years of combined team experience, the firm focuses on entrepreneurial families and institutions through tailored strategies. The Steel Grove Society builds community among client families who value shared learning. Business owners who have built significant wealth and want a boutique firm with institutional capital deployment capability should evaluate Steel Grove first.

Dobbs Management Service

Three generations of the Dobbs family have built and held private businesses rather than relying on financial market returns. This dedicated SFO has operated for over 25 years, managing direct investments in generational wealth vehicles through long-term business ownership. The Dobbs Automotive legacy anchors the family's approach to wealth creation through operating companies.

Dobbs Equity Partners, a connected entity, handles private equity deals ranging from startup to corporate-stage funding. Memphis families considering whether to form their own dedicated office around operating businesses can study the Dobbs model as a practical blueprint.

Brent Berry Team (Raymond James)

Few Memphis wealth teams match the service breadth of the Brent Berry group at Raymond James. Coverage spans family oversight, legacy planning, wealth transfer, trust services, portfolio management, banking, lending, insurance, and risk management. The team works as a financial concierge for wealthy families and foundations.

Families with complex, multi-generational wealth who prefer one point of contact should consider this model. The team connects clients with specialists while serving as a central coordinator for all financial affairs.

RBG Wealth Advisors

RBG delivers day-to-day family office operations for high-net-worth families in Memphis. The service menu covers cash flow planning, bill payment, bookkeeping, entity management, net worth reporting, risk management, education funding, and gift planning (including 529 plans).

This granular operational focus sets RBG apart from firms centered on portfolio management alone. RBG belongs on the shortlist of any family needing hands-on financial coordination and administrative wealth services.

Radian Partners

Radian assembles CPAs, legal counsel, accounting teams, and a fractional CFO under one outsourced umbrella. The firm also provides succession planning, custom portfolios, and private banking connections.

This modular approach suits families in the $10 million to $50 million range who want family office capabilities without a permanent staff. Radian removes the overhead of a full dedicated office while preserving professional coordination.

ATA

ATA enters the family office space through its accounting and advisory base. The firm provides fractional CFO and controller services, quality of earnings analysis, transaction advisory, value growth advisory, and post-merger integration support.

With offices in Memphis, Nashville, West Tennessee, Kentucky, Mississippi, and a 2025 expansion into Indiana, ATA serves families with complex business interests. The firm's transaction-focused capabilities make it the natural choice for families going through sales, mergers, or ownership transitions.

Investment Trends Shaping the Memphis Market

Direct Private Business Ownership Over Fund Allocation

Memphis wealth managers show a stronger preference for owning and operating private companies than for allocating to third-party funds. Dobbs Management Service and its connected Dobbs Equity Partners invest directly in companies from startup to corporate stage. This preference reflects the city's heritage, where families built fortunes through operating businesses rather than financial markets.

Cash-Flow Oriented Strategies

Green Square Wealth Management built its $5B+ platform around cash-flow oriented strategies that prioritize steady income and long-term value. Memphis Capital Management offers a niche fixed income fund built on government-guaranteed SBA/USDA loan portions with variable rates. These approaches reflect a Mid-South investor preference for tangible, income-producing assets over growth-only plays.

Growth of Outsourced and Fractional Models

Memphis families increasingly access family office capabilities without building a full in-house team. ATA provides fractional CFO and controller services. Radian Partners offers concierge coordination, and RBG Wealth Advisors handles day-to-day financial operations.

This trend suits families with $10 million to $50 million in wealth who need professional oversight but cannot justify dedicated staff. The outsourced model has grown as Memphis advisors recognize that not every wealthy family needs a full-time office.

National Platforms Entering the Memphis Market

Cresset Capital ($65B+ in managed assets), Creative Planning, and Beacon Pointe Advisors have all opened Memphis locations. Green Square's 2019 merger with HighTower and Century Wealth Management's 2021 combination with Beacon Pointe show how national consolidation reshapes local options.

Memphis families now choose between homegrown boutique firms and offices backed by national platforms with broader deal sourcing. This shift gives local families access to institutional-quality private allocations that were previously harder to find in the Mid-South.

Wealth Transfer and Next-Generation Planning

Multi-generational wealth transfer drives service demand in Memphis. Families like the Dobbs and Kemmons Wilson clans have already navigated succession, and their experience shapes how local firms approach generational handoffs.

The UBS Family Office Group offers a Young Successors Program and Philanthropy Forum. The Brent Berry Team at Raymond James provides dedicated legacy planning and family oversight. These services address a critical need as Memphis's founding business families prepare third and fourth-generation heirs.

How to Evaluate a Family Office in Memphis

Start with net worth and complexity. Families with $100 million or more qualify for UBS Family Office Solutions, which provides institutional-grade global resources. At $25 million, independent MFOs like Steel Grove offer tailored strategies with direct client alignment. Below that threshold, outsourced models from ATA or Radian Partners provide targeted capabilities without a full retainer.

Match the service model to your situation. Memphis offers five distinct models. Portfolio management alone points to Steel Grove or Green Square. Full operational support favors RBG Wealth Advisors. Business transaction guidance fits ATA, while a global institutional platform suits UBS.

Evaluate independence and fee structure. Green Square operates as fee-only and independent through HighTower. Steel Grove's founding family invests alongside clients. The UBS and Raymond James teams operate within wirehouse structures that may carry proprietary product considerations. Verify fiduciary status and fee transparency before engaging.

Check credentials relevant to your priorities. Jay Williams at UBS holds the Family Office Consultant (FOC) designation, and his team includes a licensed attorney with an LLM in taxation. Beacon Pointe's Jay Healy carries both CFP and CEPA (Certified Exit Planning Advisor) credentials and chairs the investment committee at the Community Foundation of Greater Memphis. Match advisor designations to your needs, whether tax planning, exit planning, or charitable giving.

Assess geographic reach. UBS covers 25+ states, and ATA spans Tennessee, Kentucky, Mississippi, and Indiana. If your family has assets or members in multiple states, confirm your chosen office can coordinate in all relevant locations.

Which Family Office Fits Your Needs?

UHNW families with $100 million or more in liquid wealth and complex, multi-state needs should explore The Family Office Group at UBS for its global resources, art advisory, and dedicated UHNW lending. Cresset Capital offers a comparable institutional platform at $65B+ in total managed assets with strong private deal sourcing. Both deliver the depth needed for families holding real estate, operating businesses, concentrated stock, and charitable vehicles.

Business owners planning a sale, merger, or generational handoff will find Memphis uniquely equipped. ATA handles quality of earnings, transaction advisory, and post-merger integration. Red Door Wealth Management provides M&A strategic advisory (it recently advised McCabe Restoration on a 2025 transaction). Families inspired by the Dobbs model of direct, long-term business ownership can study Dobbs Management Service and Dobbs Equity Partners as a reference for structuring a dedicated SFO.

Next-generation wealth holders and families with $10 million to $50 million can access tailored services without a full office. Radian Partners offers fractional CFO and succession planning. RBG Wealth Advisors handles bill payment, entity management, and net worth reporting. Creative Planning covers tax, estate, and outsourced accounting.

Steel Grove's $25 million average client net worth marks a natural entry point for entrepreneurial families wanting a boutique MFO with direct alignment.

Methodology

This guide to family offices in Memphis, Tennessee draws on publicly available data from firm websites, regulatory filings, industry recognitions (Barron's, Forbes), and press releases. Office profiles reflect information available as of early 2026. AUM figures appear only where firms publicly disclose them. Offices without reported AUM are described by their service focus and client profiles.

The selection covers offices based in the Memphis metro area and national firms with dedicated Memphis operations. Strategy rankings in the "Top Picks" section reflect editorial judgment based on reported AUM, service breadth, client thresholds, and niche focus rather than paid placement.