Top Family Offices in Orlando 2026

Key Facts

• At least 56 family offices operate in Florida. Orlando serves as a growing hub for both single family office (SFO) and multi-family office (MFO) platforms.
• The largest Florida-based MFO manages over $65 billion in assets under management (AUM). A Morgan Stanley consulting division serves families from South Florida and Orlando offices.
• Orlando-area firms include Pluris Wealth Management, Keller Family Office, and several established wealth managers covering trust services and direct investments.
• Florida's zero state income tax and favorable trust laws continue to draw ultra-high-net-worth (UHNW) families from the Northeast, fueling new wealth platform formation.
• SFOs in the state increasingly act as direct investors. They pursue control positions in lower middle market companies in healthcare, business services, and manufacturing.
• Central Florida estate law firms support private trust company formation and estate administration for multigenerational families.

The Family Office Orlando Landscape

Orlando sits within Florida's broader wealth management corridor, stretching from Miami and Palm Beach north through Tampa and Jacksonville. South Florida holds the highest concentration of private wealth offices in the state. Yet Orlando has built a meaningful cluster of its own. The city appeals to families seeking lower operating costs than Miami, a growing UHNW population, and access to Central Florida's legal and fiduciary specialists.

Florida's zero state income tax remains the single largest draw for relocating families. Favorable estate and trust laws, including provisions for private trust companies, compound that advantage. Industry data points to exponential growth in wealth platform formation over the past decade.

Orlando-based offices tend toward MFO platforms tied to national firms and smaller SFOs like Keller Family Office. Pluris Wealth Management operates through a national broker-dealer. A Morgan Stanley consulting division maintains offices in both Orlando and South Florida. Central Florida estate law firms provide the legal scaffolding for private trust company creation and estate planning that relocating UHNW families require.

Comparison of Leading Firms

The table below profiles leading firms with a direct Orlando presence or active Central Florida service footprint. AUM data appears only where publicly disclosed.

Firm	Type	AUM	Investment Focus	Services	Location
Leading Florida MFO	MFO	$65B+	Private wealth, private allocations, tax and estate	Full service: planning, trust, CFO, charitable giving	West Palm Beach (FL HQ)
Morgan Stanley Consulting Division	MFO	—	Hedge funds, private capital, concentrated strategies	Capital management, succession planning, asset protection	Boca Raton and Orlando
National Wealth Advisory Firm	MFO	—	Wealth advisory, OCIO, institutional consulting	Investment, tax, trust, estate, oversight, reporting	Multiple FL locations
Pluris Wealth Management	MFO	—	Complex portfolios, intergenerational wealth	Oversight, legacy planning, wealth transfer, trust, banking	Orlando, Coral Gables, Jacksonville
Faith-Based Wealth Firm	MFO	—	Faith-based wealth management, charitable giving	Wealth management, trust, sports advisory	Orlando
North Florida Collectibles MFO	MFO	—	Private allocations, passion assets, collectibles	Estate planning, oversight, charitable strategy	North Florida
Keller Family Office	SFO	—	Wealth preservation, direct investments, fund allocations	Asset allocation, charitable initiatives	Orlando
Collaborative Wealth Platform	Collaborative	—	Generational wealth, customized planning	Education, investment, reporting	North Carolina and Florida

Most Orlando-area offices do not disclose AUM publicly. Only one firm reports a figure, making direct size comparisons difficult for the rest of the field.

Top Picks by Strategy

• Largest Managed Assets in Florida: The leading MFO, with $65 billion under management and a full-service platform spanning private allocations, trust services, and exit planning
• Best for Direct Orlando Presence: Pluris Wealth Management, headquartered on East Pine Street in downtown Orlando with offices in Coral Gables and Jacksonville
• Top Pick for Passion Assets: A North Florida MFO and the only Florida firm with dedicated collectibles advisory covering fine art, sports memorabilia, and rare coins
• Strongest Institutional Platform: A Morgan Stanley consulting division combining institutional resources with offices in both Boca Raton and Orlando
• Most Distinctive Model: A collaborative wealth platform built for client sustainability rather than firm scalability
• Best for Faith-Based Families: An Orlando firm applying biblical principles to wealth management since 1985 with a dedicated sports and entertainment division
• Leading SFO for Wealth Preservation: Keller Family Office, an Orlando-based single family office focused on long-term capital appreciation and direct investments

Top Firms in Orlando and Central Florida

A Morgan Stanley Institutional Advisory Platform in Orlando

Morgan Stanley's consulting division runs this dual-office platform. The firm serves as the bank's dedicated consulting arm for wealth managers, hedge funds, and private capital allocators. Its South Florida and Orlando offices give Central Florida families access to institutional-grade hedge fund research, concentrated stock strategies, and business succession planning. Families with complex holdings in both public and private markets benefit from the integrated approach to asset protection and family dynamics.

Pluris Wealth Management

Orlando's most visible dedicated wealth management operation, Pluris is headquartered at 301 East Pine Street and connects to a national broker-dealer platform. The firm focuses on intergenerational wealth transfer, offering family governance structures, legacy planning, and coordinated reporting for families with assets held by multiple custodians. Its service model emphasizes acting as a "financial concierge," covering trust administration, banking, lending, insurance, and risk management. Families who want a single point of coordination for advisors, attorneys, and accountants will find this hub model well suited to Central Florida's fragmented advisory landscape.

Orlando's Faith-Based Wealth Management Pioneer

Nearly four decades of Central Florida client relationships make this firm Orlando's longest-established wealth manager. Its local office opened in 1985 as the first regional location outside headquarters. The firm distinguishes itself through faith-based financial planning, applying biblical principles to investment management, estate planning, and charitable giving strategies.

Under managing director Zack Fulmer since 2018, the Orlando office also runs a Sports and Entertainment division serving professional athletes and entertainers. UHNW families seeking values-aligned wealth management with an explicit faith orientation have few comparable options in the Orlando market.

Florida's Collectibles and Passion Assets Specialist

No other Florida MFO offers a dedicated collectibles and passion assets practice. Founder Tom Ruggie earned the #1 ranking in North Florida from Forbes Best-in-State Wealth Advisors 2025 and a spot on the InvestmentNews 2025 Hot 100. He brings a peer-level view as an entrepreneur, investor, and collector.

The firm offers private capital access, estate and legacy planning, and oversight structures for wealthy families. It holds special strength in integrating fine art, rare coins, and sports memorabilia into broader wealth strategies. UHNW collectors seeking a firm that treats tangible assets as seriously as financial portfolios will find this expertise rare in Florida.

Florida's Largest Multi-Family Office ($65B+)

The largest MFO by capital managed with a Florida presence, this platform oversees more than $65 billion. Its West Palm Beach office serves as the state hub for services spanning private wealth management, financial planning, private capital sourcing, CFO services, and charitable planning. The firm targets entrepreneurs and UHNW families navigating liquidity events, offering pre-transaction planning and concentrated stock strategies.

Central Florida families willing to work with a West Palm Beach team gain access to private deal flow and tax planning resources that smaller Orlando-based offices cannot match.

Keller Family Office

Keller focuses on wealth preservation, asset allocation, and long-term capital appreciation from its Orlando base. The firm pursues both direct investments in operating companies and fund allocations, alongside charitable initiatives. As a private SFO, Keller does not serve outside clients. Its presence signals Orlando's maturation as a city where families choose to base their wealth operations rather than defaulting to Miami or Palm Beach.

The Collaborative Wealth Platform

This firm coined the term "collaborative family office" to describe a model between a traditional MFO and a dedicated SFO. It serves families with generational wealth through education, customized planning, and open-architecture investment services. The firm's tagline, "built for your family's sustainability, not our firm's scalability," reflects a deliberate cap on client volume.

Families who find MFO platforms too impersonal but cannot justify a standalone SFO may find this hybrid approach a practical middle path.

A National Advisory Firm with Florida Reach

A team of 775 professionals serves multigenerational families at every lifecycle stage, from inception through succession planning. The firm's outsourced chief investment officer (OCIO) capabilities, bespoke reporting technology, and consulting make it a strong fit for families who want institutional-quality oversight without building a full in-house team. Multiple Florida locations form part of its national footprint.

A 40-person research team evaluates managers in public and private markets. Families seeking open-architecture independence backed by deep research resources will find this scale a competitive advantage.

Investment Trends Shaping Orlando's Market

Direct Deals by Florida SFOs

Florida-based single family offices increasingly buy and operate companies rather than allocating passively to funds. Harrow Capital has closed 12 deals in small and mid-sized businesses. Hall Capital Holdings completed 9 investments including American Vascular Associates and FLEXIO. Addison Capital Partners targets family-owned growth companies in the smaller middle market, with 13 closed deals. This operator-investor model reflects how Central Florida SFOs deploy patient, long-term capital.

Healthcare as a Core Allocation Theme

Healthcare consistently ranks as a top sector for Florida wealth platform capital. Creach Family Holdings acquired HealthRev Partners and Faith Home Health and Hospice in 2024. On Par Capital in South Florida has completed over 40 co-investments, with healthcare names like Dreamlife Recovery and Ventre Medical Associates in its portfolio. Orlando's proximity to one of the state's largest hospital and research clusters makes healthcare deal flow especially accessible to local offices.

Wealth Migration and New Office Formation

Florida's no-income-tax status, combined with favorable trust and estate laws, continues to pull UHNW families from the Northeast. This migration does not just add clients to existing offices. It creates new SFOs. Emerging firms including Outlive Capital, Sandkey Capital, and Eden Hall Capital have launched in Florida targeting lower middle market deals. Orlando benefits as families seeking lower costs and less competition than Miami establish operations in Central Florida.

Private Trust Company Formation in Central Florida

Central Florida estate law firms have built a niche in creating private trust companies for UHNW families. One firm operates from Orlando, Lake Nona, Tavares, DeLand, and Port Orange. These entities allow families to serve as their own fiduciary under corporate board oversight, offering perpetual wealth stewardship without reliance on commercial trustees.

Statewide legal firms provide similar services from multiple Florida locations. For families establishing Florida domicile, a private trust company can anchor their estate planning and wealth transfer strategy for generations.

How to Evaluate a Wealth Manager in Orlando

Orlando's market is smaller and less saturated than Miami or Palm Beach. Fewer choices also mean less noise. Start by determining whether you need a full-service MFO like Pluris or the Morgan Stanley consulting division, a collaborative model, or a virtual office that coordinates your existing advisors. The right structure depends on your wealth complexity and how much you want managed under one roof.

Fiduciary status matters in a market with mixed models. Some Orlando-area offices operate as fiduciary advisors. Others sit within broker-dealer platforms. Ask whether the firm earns commissions on product sales or charges fee-only advisory rates. Check FINRA BrokerCheck for any advisor you consider.

If you are relocating from a high-tax state, evaluate whether the office has specific experience establishing Florida domicile, homestead exemptions, and private trust companies. Central Florida estate law firms handle these legal structures regularly. Tax planning expertise in the transition year (when you may owe taxes in both states) is a practical differentiator in the Orlando market that not every advisor can deliver.

Consider whether you need access to private investments and co-investment deal flow. The collectibles-focused MFO and the $65 billion platform both source direct deals and alternative allocations that fee-only advisory shops may not offer. If your family holds passion assets such as collectibles or art, only one Florida office maintains a dedicated practice in that area.

Which Firm Fits Your Needs?

UHNW families with $100 million or more in liquid assets seeking full oversight should explore the $65 billion platform or the national advisory firm's outsourced model. Both offer tax strategy, trust services, estate planning, and institutional-quality investment research under one engagement. Families relocating to Orlando from the Northeast benefit from their experience coordinating multi-state tax transitions.

Business owners planning a liquidity event should evaluate pre-transaction planning from the largest MFO or fee-only after-tax portfolio construction from fiduciary advisors in the Orlando market. Entrepreneurs who want a peer-level advisor rather than a corporate wealth team may prefer the collectibles-focused MFO, where founder Tom Ruggie brings firsthand experience as a business builder. For families with $30 million to $100 million who need coordination rather than a full in-house team, Pluris and the faith-based Orlando firm both offer scalable MFO services downtown.

Next-generation wealth holders inheriting complex estates should prioritize offices with explicit education and oversight programs. The collaborative model and the national advisory firm both build family constitutions and advisory boards designed to prepare heirs for decision-making responsibility. If your family's wealth includes tangible collections, the passion assets practice at the collectibles-focused firm can integrate those holdings into your broader legacy and liquidity planning.

Methodology

This article on family office Orlando draws on publicly available data from office websites, regulatory filings, industry directories, and professional recognition lists as of early 2026. Firms were selected based on verified Orlando or Central Florida presence, disclosed service offerings, and documented investment activity. AUM figures appear only where publicly reported by the offices themselves. The profiles prioritize firms with direct relevance to the Orlando and Central Florida market, though statewide managers serving local clients appear where their scale or specialization warrants coverage. Data gaps exist for most offices regarding exact AUM, fee structures, and staff sizes, reflecting the private nature of this industry.