Top Family Offices in New Philadelphia 2026

Key Facts

• New Philadelphia has no dedicated family office headquarters, but more than a dozen Ohio-based firms serve families in the broader Tuscarawas County region through regional and virtual models.
• Cleveland, roughly 90 miles north, is the nearest family office hub with five or more single family office (SFO) and multi-family office (MFO) operations.
• 1919 Investment Counsel leads accessible providers at $25.6 billion in assets under management (AUM), with a $2 million minimum for investable assets.
• Ohio's SFO landscape reflects the state's industrial roots, with offices like Walnut Ridge anchored by GOJO Industries, the maker of PURELL.
• Wealth thresholds for family office services in the region range from $2 million in investable assets to $15 billion in net worth, depending on the provider.
• Outsourced and virtual family office models from firms like Cohen & Co and Gryphon Group offer the most practical path for ultra-high-net-worth (UHNW) families in smaller Ohio markets.

Landscape Overview for Northeast Ohio Families

New Philadelphia is a small city in Tuscarawas County with a population under 18,000. No wealth management firms maintain family office headquarters here. UHNW families in this part of Ohio rely on providers in Cleveland, Akron, Canton, and Columbus, all reachable within a two-hour drive.

Ohio's private wealth activity reflects the state's industrial, manufacturing, and agricultural base. Several SFOs in Northeast Ohio trace their origins to family-owned businesses. Walnut Ridge in Akron manages wealth generated by GOJO Industries. LK2 Ventures focuses on acquiring small businesses funded by family capital.

MFO platforms like Sequoia Financial Group's Sentinel Family Office, Clearstead, and Cresset Capital provide shared services to high-net-worth families from offices in Akron and Cleveland.

For families in smaller markets like New Philadelphia, outsourced models are often more viable than building a dedicated SFO. Cohen & Co in Cleveland offers full outsourced accounting for families with $10 million to $15 billion in net worth. Gryphon Group provides outsourced CFO services including bookkeeping, tax filings, and global entity reporting.

These models deliver institutional-grade wealth management without requiring geographic proximity. That makes them well suited to Tuscarawas County families who lack nearby options.

Family Office Comparison at a Glance

The following table compares firms accessible to New Philadelphia-area families, spanning SFOs, MFOs, and outsourced providers in Ohio and nationally.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
1919 Investment Counsel	Investment Counsel	$25.6B	Families, foundations, endowments	Investment management, financial planning, wealth transfer	National
Cohen & Co	Outsourced FO	—	Outsourced accounting for SFOs and MFOs	Accounting, legacy planning, CFO solutions, charitable oversight	Cleveland, OH
Sequoia Financial (Sentinel FO)	MFO	—	HNW families in Northeast Ohio	Family office services, wealth management	Akron, OH
Clearstead	MFO	—	HNW families	Investment management, financial planning, FO services	Cleveland, OH
Cresset Capital	MFO	—	UHNW families	Holistic wealth advisory	Cleveland, OH
Walnut Ridge	SFO	—	Kanfer family (GOJO Industries/PURELL)	Family wealth management	Akron, OH
Daisy Hill Partners	SFO	—	Patient capital, control investments	Long-term growth investing	Cleveland, OH
LK2 Ventures	SFO	—	Acquiring small businesses in NE Ohio	Direct ownership, operational involvement	Northeast Ohio
Gryphon Group	Outsourced CFO	—	Family office operations	Bookkeeping, payroll, tax filings, global reporting	—
Mercer Advisors	National FO Platform	—	Full-spectrum wealth management	Financial planning, tax, estate, insurance, trustee	National

Only 1919 Investment Counsel discloses AUM publicly among these providers. SFOs in the table serve their founding families exclusively. MFOs and outsourced firms accept external clients meeting their minimums.

Top Picks by Strategy

• Largest AUM: 1919 Investment Counsel, with $25.6 billion under management and a 97.1% client retention rate, is the most established firm accessible to Ohio families.
• Best for Outsourced Accounting: Cohen & Co handles full outsourced family office operations from Cleveland, serving clients with net worth from $10 million to $15 billion.
• Top SFO for Direct Investments: Daisy Hill Partners takes a patient capital approach, making control allocations in companies for long-term growth rather than cycling through fund structures.
• Strongest MFO Platform in Northeast Ohio: Sequoia Financial Group operates its Sentinel Family Office from Akron, offering broad services to high-net-worth families within driving distance of Tuscarawas County.
• Best Operational CFO Services: Gryphon Group delivers bookkeeping, payroll, tax filings, and global entity reporting tailored to family office structures.
• Leading Regional Acquirer: LK2 Ventures uses family capital to acquire controlling stakes in small businesses throughout Northeast Ohio.
• National Reach with Full Spectrum: Mercer Advisors bundles financial planning, tax, estate planning, insurance, and trustee services in a single fiduciary platform, with ESG options available.

Top Firms Serving New Philadelphia and Northeast Ohio

1919 Investment Counsel

With $25.6 billion in managed assets, this firm offers institutional-scale counsel with an unusually low entry point of $2 million in investable assets. That threshold makes it one of the most accessible options for families in smaller Ohio markets who want professional capital management without meeting the $10 million-plus minimums common elsewhere.

The firm reports a 97.1% client retention rate. Its 448 client relationships exceeding 20 years reflect long-term trust. Services span financial planning, portfolio management, and wealth transfer planning for families, foundations, and endowments.

Cohen & Co

Cohen & Co runs one of the most complete outsourced family office platforms in Ohio, with more than 30 years of Cleveland-based experience. The firm handles day-to-day operations that a standalone SFO would typically staff internally: outsourced accounting, CFO solutions, cash flow analysis, net worth reporting, and unique asset management.

It also covers legacy planning and charitable giving oversight. Clients range from $10 million to $15 billion in net worth. For a Tuscarawas County family that wants family office functionality without building a physical office, Cohen & Co offers a turnkey alternative from 90 miles away.

Walnut Ridge

The Kanfer family's Akron-based SFO manages wealth tied to GOJO Industries, the company behind PURELL hand sanitizer. Walnut Ridge represents a pattern common in Ohio: industrial families converting business success into a dedicated wealth structure.

Its focus ties directly to the manufacturing and consumer products sectors that drive much of the state's private wealth. Families in Tuscarawas County with roots in manufacturing or industrial businesses share a similar wealth origin.

Daisy Hill Partners

Patient capital and long-term ownership define this Cleveland SFO. Daisy Hill deploys control investments in companies it considers exceptional, holding positions for sustained growth rather than targeting quick exits.

This buy-and-build strategy contrasts with fund-of-funds approaches used by many private wealth offices. Families interested in direct capital deployment and hands-on company management will find Daisy Hill's model instructive, even though it operates as a closed SFO.

Sequoia Financial Group (Sentinel Family Office)

Sentinel is the strongest MFO option for Northeast Ohio families seeking full services under one roof. Operating from Akron, roughly 60 miles from New Philadelphia, the platform combines wealth management with dedicated family office functions.

It serves high-net-worth families who need more than basic financial advice but lack the scale to justify a standalone SFO. That proximity makes Sentinel one of the closest full-service options for Tuscarawas County residents.

Gryphon Group

Gryphon Group fills the operational gap that most advisors leave open. Rather than focusing on portfolio strategy, the firm provides outsourced CFO services: full-service bookkeeping, general ledger maintenance, bill-pay, cash management, payroll, and budget projections.

It also handles federal, state, and local tax filings, 1099 preparation, and structuring consulting. Global reporting covers individual entity reporting, beneficiary reporting, and projections for complex family structures.

Mercer Advisors

Mercer Advisors bundles financial planning, portfolio management, tax planning, estate planning, insurance solutions, and trustee services in a single fiduciary platform. It also offers ESG and socially responsible investing options.

As a fiduciary, Mercer acts in its clients' best interest by legal obligation. For New Philadelphia families who prefer a single provider for all wealth needs, Mercer's national footprint removes the need for geographic proximity.

Cresset Capital

Cresset targets the highest end of the wealth spectrum in Northeast Ohio. The firm maintains a Cleveland office at 127 Public Square, providing holistic advisory services for ultra-high-net-worth families.

Its model centers on private wealth management with a high-touch approach. Tuscarawas County families with $50 million or more in assets gain a dedicated relationship with a firm built for complex, multi-generational estates.

Allocation Trends in Ohio's Family Office Market

Outsourced and Virtual Model Growth

Smaller Ohio markets like New Philadelphia drive demand for remote-access services. Cohen & Co and Gryphon Group both deliver SFO-level support without a physical office. This trend accelerated after 2020, as virtual tools made geographic proximity less critical for tax filing, accounting, and net worth reporting.

Legacy Planning and Generational Wealth Transfer

Ohio's manufacturing and industrial family wealth is entering a generational transition. Cohen & Co offers generational coordination and financial literacy programs aimed at preparing heirs to manage complex estates. Walnut Ridge and other SFOs anchored by family businesses face similar succession planning challenges as founders age and next-generation members take leadership roles.

Direct Capital Deployment and Local Business Acquisition

Several Ohio SFOs invest directly in regional companies rather than allocating to external funds. LK2 Ventures acquires controlling stakes in small businesses throughout Northeast Ohio. Daisy Hill Partners makes control investments for long-term value creation. This co-investment approach keeps capital within the regional economy and gives families operational influence over their holdings.

Charitable Planning and Impact Strategies

Mercer Advisors includes ESG and socially responsible investing as a standard option. Cohen & Co provides charitable planning, reporting, and oversight for family foundations. As Ohio's private wealth offices grow, structures like donor-advised funds and private foundations are becoming standard components of wealth preservation for Tuscarawas County and broader Northeast Ohio families.

How to Evaluate a Firm in a Smaller Ohio Market

The first decision for New Philadelphia families is structural: a regional MFO, an outsourced model, or a dedicated SFO. Building a standalone SFO typically requires $100 million or more in assets to justify staffing costs. For most Tuscarawas County families, an MFO like Sequoia's Sentinel or an outsourced provider like Cohen & Co will be more practical.

Check minimum asset thresholds before engaging any provider. 1919 Investment Counsel accepts clients at $2 million in investable assets, while Cohen & Co serves families with $10 million to $15 billion in net worth. Families should confirm eligibility early, since these ranges vary sharply.

Verify that the firm actually provides family office services. Search results for this area include an unrelated office equipment store sharing the "Family Office" name. Confirm fiduciary status, service scope, and advisor credentials through direct consultation, not search listings.

Ohio-specific tax planning expertise matters for Tuscarawas County families. The state has no estate tax as of 2021, but complex entity structures, business transitions, and agricultural holdings create unique planning needs. Firms with Ohio roots, like Cohen & Co or Clearstead, bring deep experience with local regulatory requirements that national-only firms may lack.

Consider whether you need face-to-face meetings or can work through virtual channels. Cleveland sits 90 miles from New Philadelphia. If quarterly in-person meetings matter, prioritize firms in Cleveland or Akron. Families comfortable with virtual collaboration can access Gryphon Group or Mercer Advisors regardless of distance.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more should explore Cresset Capital in Cleveland or consider building a dedicated SFO with operational support from Gryphon Group's outsourced CFO platform. These options provide the depth and customization that complex, multi-generational estates in Tuscarawas County require.

Business owners planning a sale or transition need more than portfolio advice. Cohen & Co can structure the post-sale family office, handling accounting, entity reporting, and wealth transfer planning. Daisy Hill Partners and LK2 Ventures offer models for families who want to reinvest sale proceeds into direct business ownership rather than passive portfolios.

Next-generation wealth holders benefit from firms with formal financial literacy and family oversight programs. Sequoia's Sentinel provides broad services from Akron, while Cohen & Co's generational coordination prepares heirs to participate in wealth decisions. For families with more modest portfolios starting at $2 million, 1919 Investment Counsel offers institutional-grade management at one of the lowest entry points in the Northeast Ohio market.

Methodology

This guide to family office new philadelphia ohio draws on public filings, firm websites, and regional wealth databases. Selection focused on firms with documented services accessible to families in New Philadelphia and broader Northeast Ohio. The list includes SFOs, MFOs, and outsourced providers, covering both Ohio-headquartered offices and national firms with regional coverage.

AUM and service data come from firm disclosures where available. Only 1919 Investment Counsel publishes a specific AUM figure ($25.6 billion as of September 2025). Firms without public AUM data appear based on service scope and regional relevance. All information reflects data current as of early 2026.