List of 320+ Family Offices in New York (2026)

Key Facts About New York Family Offices

• The AllFamilyOffices database lists 320+ family offices headquartered in New York (October 2026). This makes it the densest family office market in the United States.
• New York City hosts 123 billionaires and more than 800 individuals with wealth above $100 million. This fuels steady demand for dedicated wealth management structures.
• Rockefeller Global Family Office leads the market with $133 billion in assets under management (AUM). Atlanvest follows at $120 billion and Mousse Partners at $90 billion.
• The market skews heavily toward single family offices (SFOs), with 80 or more SFOs compared to a smaller but notable group of multi-family offices (MFOs) including Bessemer Trust and Cresset Capital.
• Most offices cluster in Manhattan's Midtown corridor, with emerging presences in Brooklyn, Rye, and White Plains.
• Wealth thresholds for family office services in New York typically range from $100 million to $500 million.
• The market continues to grow as hedge fund managers convert their firms into family offices and new launches serve international wealth flowing into the city.

Family Offices in New York: Landscape Overview

New York City is the undisputed capital for family offices in the United States. Three of the world's five largest private equity firms (KKR, Blackstone, Apollo) are based here. The city's startup ecosystem generates constant venture capital deal flow. This concentration of financial talent, legal systems, and capital markets access makes Manhattan the default home for ultra-high-net-worth (UHNW) families seeking dedicated wealth management.

SFOs backed by billionaire fortunes dominate the market. Mousse Partners manages the Wertheimer family's $90 billion in assets tied to Chanel ownership. DFO Management deploys Michael Dell's $16 billion in capital. Willet Advisors runs Michael Bloomberg's wealth and charitable giving portfolio. Many of New York's largest SFOs trace their origins to finance, technology, media, and real estate fortunes built in the city itself.

Any complete list of family offices in New York must also account for the MFO segment. Rockefeller Global Family Office anchors this category with $133 billion in AUM and a full suite of wealth strategy, trustee, and charitable giving services. Bessemer Trust and Cresset Capital round out the MFO landscape. International families from Latin America, Europe, and Asia increasingly establish New York offices to access US capital markets and co-investment networks.

Family Office Comparison at a Glance

The table below ranks leading family offices in New York by reported AUM where available. Offices that do not disclose assets are listed alphabetically.

Family Office	Type	AUM Estimate	Investment Focus	Location
Rockefeller Global Family Office	MFO	$133B	Wealth management, all asset classes	New York City
Atlanvest LLC	SFO	$120B	Technology, media, telecom	New York City
Mousse Partners	SFO	$90B	PE, public markets, credit, real estate	New York City
Coatue Management	SFO	$70B	Technology, media, telecom	New York City
DFO Management	SFO	$16B	Buyouts, growth capital, RE, VC	New York City
Wildcat Capital Management	SFO	$4.5B	Diversified	New York City
Declaration Partners	SFO	$2.1B	Diversified	New York City
Cambridge Information Group	SFO	$1.5B	Information services, diversified	New York City
Dunes Point Capital	SFO	$1.3B	Diversified buyouts	Rye, NY
Bessemer Trust	MFO	Not disclosed	Wealth management, family office services	New York City
Willet Advisors	SFO	Not disclosed	Multi-asset, healthcare, PE	New York City
Soros Fund Management	SFO	Not disclosed	Diversified global allocations	New York City
Cresset Capital	MFO	Not disclosed	Founders, entrepreneurs, UHNW	Midtown Manhattan

Rockefeller's $133 billion dwarfs mid-tier SFOs by a factor of 60 or more. SFOs outnumber MFOs roughly four to one, yet the MFO platforms serve a broader client base and offer more standardized service models.

Top Picks by Strategy

• Largest AUM: Rockefeller Global Family Office, with $133 billion in assets and a full-service platform spanning capital management, trustee services, and charitable giving advisory.
• Leading SFO by Scale: Mousse Partners, managing the Wertheimer family's $90 billion through PE, public markets, credit, and real estate allocations with offices in four countries.
• Top Technology Investor: Coatue Management, deploying $70 billion with deep conviction in technology, media, and telecom sectors.
• Strongest Direct Deal Platform: NorthCurrent Partners, a family office-backed PE firm with 25 closed deals and permanent capital that removes fund lifecycle pressure.
• Best for Full-Service Wealth Management: Bessemer Trust, a multi-generational MFO offering capital management, wealth planning, and dedicated family office services under one roof.
• Impact Investing Leader: Ceniarth, the Isenberg family office channeling PE and venture capital into market-based solutions for underserved communities.
• Top Buy-and-Hold Operator: Aeonic Partners, which holds portfolio companies like Activstyle, Pro-Vigil, and Health & Safety Institute with no set exit timeline.
• Emerging Office to Watch: Northwoods Partners, launched in 2022 by the team that built ImageFIRST from a single plant into the nation's leading healthcare linen provider.

Top Family Offices in New York in Detail

Rockefeller Global Family Office

The largest MFO in New York manages $133 billion and offers the broadest service platform in the market. Rockefeller's model combines capital management with wealth strategy, trustee services, business advisory, and lifestyle advisory. UHNW families with complex, multi-generational structures and family governance needs will find this depth hard to match elsewhere.

The office takes an opportunistic approach to investing and builds customized solutions that span every major asset class. Its charitable giving advisory arm also serves families integrating estate planning with long-term wealth transfer and succession planning goals.

Mousse Partners

The Wertheimer family's SFO sits at the center of one of the world's most valuable private fortunes. Mousse Partners manages roughly $90 billion, with a significant share tied to Chanel ownership. The office invests well beyond luxury, however, backing ventures like 66° North, Everplans, and Thirty Madison.

With offices in New York, Beijing, Hong Kong, and the Cayman Islands, this is one of the few NYC private wealth offices with a truly global footprint. Charles Heilbronn, the family's half-brother to the Wertheimer heirs, leads operations directly.

Coatue Management

No other New York family office matches Coatue's $70 billion concentration in technology. This SFO built its portfolio through deep-sector conviction in technology, media, and telecom. Coatue operates more like an institutional fund than a traditional wealth platform, maintaining a research-driven process that sources deals from the city's startup ecosystem and global tech markets alike.

Families or allocators seeking co-investment alongside a tech-focused permanent capital vehicle will find Coatue sets the benchmark in this niche.

DFO Management

Michael Dell's private wealth office deploys $16 billion through leveraged buyouts, growth equity, real estate, and venture capital. DFO backed SparkCognition in a Series C round, targeting AI-powered analytics for industrial applications. More recently, the office provided financial support and initial debt financing to 5C Investment Partners, a private credit firm launched by former Goldman Sachs executives.

This range from early-stage venture to private credit illustrates a multi-strategy approach uncommon among SFOs of comparable size.

Willet Advisors

Bloomberg's family office stands out for its dual mandate: managing substantial personal wealth and overseeing charitable assets tied to the Giving Pledge. Willet invests in public markets, hedge funds, private equity, credit, and real assets. The healthcare portfolio is especially active, with positions in Scorpion Therapeutics, Carmot Therapeutics, and Neurona Therapeutics.

The office also holds a stake in Circle, the fintech company behind the USDC stablecoin. Families seeking a model for blending wealth preservation with large-scale charitable giving can study Willet's structure closely.

Bessemer Trust

This MFO has served wealthy families for over a century and remains the strongest multi-family brand in New York. Bessemer provides capital management, wealth planning, and dedicated family office services in a single integrated platform. Unlike SFOs that reflect one family's philosophy, Bessemer offers standardized processes with enough flexibility to tailor portfolios to each client's risk tolerance.

Families weighing the cost of building a standalone SFO in Manhattan against outsourcing to an established MFO should put Bessemer at the top of their comparison list.

NorthCurrent Partners

This family office-backed PE firm has closed 25 deals through majority stakes in American businesses. NorthCurrent brings permanent capital, speed, and flexibility to transactions. Recent buyouts include Hometown Plumbing, Restivo's, and Pipewell, all in 2025.

The office targets companies where operational involvement and long-term capital can drive growth without the pressure of a traditional five-year fund cycle. Business owners in the lower middle market seeking a buyer who will hold indefinitely should evaluate NorthCurrent's verified deal record.

Aeonic Partners

Buy-and-hold philosophy defines this SFO. Aeonic does not operate on a traditional PE timeline. It acquires companies like Activstyle, Pro-Vigil, and Health & Safety Institute with the intent to build them for decades.

Principals stay involved at every stage, and the streamlined decision process lets the office move fast on opportunities. With 11 total closed deals, Aeonic has proven this model works for companies that want operational support without the countdown to an exit.

Ceniarth

The Isenberg family office channels capital toward underserved communities through private equity and venture capital. Diane Isenberg founded Ceniarth in 2013 after her father Eugene built Nabors Industries into a dominant force in oil exploration. The office targets market-based solutions that are both commercially viable and socially impactful.

For impact-oriented families in New York, Ceniarth offers a rare example of a dedicated SFO that has made social impact its core thesis rather than a secondary mandate.

Cresset Capital

Founders and entrepreneurs navigating liquidity events are this Midtown Manhattan MFO's core clients. Cresset positions itself as a "True Fiduciary," offering capital management, financial planning, exit strategy, and tax advisory. The office specializes in helping business owners transition from operating wealth to invested wealth.

Families preparing for a sale or recapitalization will find Cresset's exit and liquidity planning services tailored to their specific needs.

Investment Trends Shaping New York's Family Office Market

Direct Deals in the Lower Middle Market

NYC family offices are actively buying businesses with $5 million to $30 million in EBITDA. NorthCurrent Partners closed four deals in 2025 alone, targeting service businesses like plumbing and food service. Northwoods Partners, built from the ImageFIRST success, completed multiple lower middle market deals. Permanent capital gives these offices a structural edge over traditional PE buyers bound by fund timelines.

Technology and AI Capital Deployment

Coatue's $70 billion tech focus sets the tone, but smaller offices follow the same path. Atlanvest manages $120 billion with a technology, media, and telecom mandate. Novel TMT and Diftar LLC represent emerging SFOs built around data-driven and software-focused deals.

Proximity to NYC's venture ecosystem (home to thousands of funded startups) gives local firms first-look access to deal flow that offices in smaller cities cannot match.

Impact Investing and Sustainable Energy

Ceniarth channels PE and VC capital into underserved communities. Carica targets growth-stage sustainable energy companies. The Family Office Forum at the Harvard Club in New York draws 100 to 145 attendees annually, and impact strategy has become a recurring agenda item.

This trend reflects a generational shift: next-generation wealth holders push family offices toward measurable social outcomes alongside financial returns.

Hedge Fund Conversions

George Soros converted his fund to a family office structure. Jim Simons did the same with Renaissance Technologies' personal capital. Point72, led by Steve Cohen, operates in a hybrid model.

These conversions add experienced, institutional-grade operations to New York's family office ecosystem. The trend continues as fund managers seek greater privacy, flexible capital deployment, and freedom from SEC reporting tied to external investors.

Private Credit and Real Estate Allocation

DFO Management's backing of 5C Investment Partners signals growing family office interest in private credit. Caldrion's portfolio spans private equity, real estate, fixed income, private credit, global equities, and even art. NYC real estate values (including trophy properties above $2 billion) continue to create both family wealth and direct investment opportunities.

Several Manhattan-based SFOs maintain heavy real estate allocations, reflecting the city's deep expertise in this asset class.

How to Evaluate Family Offices in This Market

NYC's family office market presents a unique challenge: many SFOs operate without a website or public profile. Networking through deal platforms and industry databases is often the only way to identify and vet potential partners. Verified databases are a useful starting point for checking which offices are genuinely deploying capital.

Deal activity records separate active offices from passive ones. NorthCurrent Partners shows 25 closed deals on its profile. By contrast, several listed offices show zero reported transactions despite claiming to source actively. Families and business owners should treat verified deal count as a baseline credibility check before engaging.

Assess whether a family's principals make investment decisions directly or if professional managers run the office. Aeonic Partners emphasizes principal involvement at every stage, which can mean faster decisions but also more concentrated risk. In practice, some founder-driven offices impose rigid control with little room for professional staff input. Probe this culture issue during diligence.

Fee structures vary sharply between models. MFOs like Bessemer Trust and Cresset Capital publish standardized pricing. SFO co-investment terms, by contrast, are negotiated case by case. Families evaluating MFOs in New York should compare fiduciary standards, reporting quality, and whether the office earns revenue from product placement or purely from advisory fees. Manhattan's density of options means families can afford to be selective.

Which Family Office Fits Your Needs?

UHNW families seeking a full wealth platform with trust services, estate planning, and charitable giving advisory should start with Rockefeller Global Family Office or Bessemer Trust. Both MFOs have multi-generational experience managing complex family structures. Their New York headquarters provide direct access to the deepest financial talent pool in the country.

Business owners preparing for a liquidity event face different priorities. Cresset Capital built its Midtown Manhattan office around exit planning, tax strategy, and the transition from operating wealth to a diversified portfolio. Founders with $200 million or more in expected proceeds can also explore launching a dedicated SFO. That said, the operational cost of running one in Manhattan makes the MFO route more practical for most families below $500 million.

Next-generation wealth holders interested in impact investing should evaluate Ceniarth for its underserved-community focus or Carica for sustainable energy exposure. Institutional allocators and fund managers seeking co-investment deal flow can connect with NorthCurrent Partners and Northwoods Partners through lower middle market deal networks. International families entering the US market will find NYC offices well-equipped for cross-border wealth structuring, with several offices already serving Latin American, European, and Asian clients.

Methodology

This list of family offices in New York was compiled using data from deal networks, wealth databases, and industry sources. Selection criteria included verified New York presence, documented capital deployment activity, and at least one publicly available data point on AUM, deal history, or service offering.

Office profiles were prioritized by AUM where disclosed, then by verified deal volume and market relevance. AUM figures reflect the most recent available disclosures from 2025 and 2026. Offices without published AUM were included based on deal activity, founding family prominence, or recognized industry presence. This guide is updated periodically as new offices launch and existing ones report updated figures.