Top Family Offices in Raleigh 2026

Key Facts

• At least 16 family offices, multi-family offices (MFOs), and registered investment advisors (RIAs) with family office services operate in the Raleigh, NC metro area, spanning Raleigh, Chapel Hill, Cary, and Greensboro.
• Assets under management (AUM) among the largest local firms range from $1.46 billion at Delegate Advisors to $1.08 trillion at CAPTRUST Advisors.
• The Raleigh-Durham-Chapel Hill Research Triangle corridor serves as the primary geographic cluster, with Six Forks Road in Raleigh and the Chapel Hill corridor housing multiple firms.
• MFOs outnumber single family offices (SFOs) in this market. McGeever Family Office is the only documented SFO, focused on healthcare technology.
• Consolidation is reshaping the market. Curi Capital acquired RMB Capital and CAPTRUST acquired Aevitas Wealth Management ($567 million AUM), both in 2023.
• Strong capital flows are moving into private alternatives, including private equity, private credit, and real estate.
• Population growth, tech sector expansion, and business relocation to the Carolinas drive new demand for wealth management and family office services.

Family Office Landscape in the Raleigh-Durham Research Triangle

The Research Triangle has become one of the Southeast's fastest-growing wealth management corridors. Family offices in Raleigh NC benefit from tech sector growth, biotech research anchored by Duke and UNC, and steady population gains that have built a rising base of high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. North Carolina levies no state estate tax, adding a structural incentive for wealthy families to put down roots here.

Multi-family offices and RIAs offering family office-style services dominate this market. Eight firms cluster in Raleigh proper, four operate from Chapel Hill, and additional offices serve clients from Cary and Greensboro. Several national advisory firms have also opened offices in the metro area, drawn by the region's expanding wealth base.

The market reflects a relatively young wealth profile. First-generation entrepreneurs from tech, healthcare, and professional services make up a growing share of clients. Fractional and collaborative models like Biltmore Family Office have gained traction, lowering the entry point for families that do not yet need a full in-house team. This contrasts with Charlotte, where bank-affiliated platforms dominate.

Family Office Comparison

The following table compares the largest private wealth offices in the Raleigh area and the surrounding Research Triangle by type, AUM, focus, and location. Firms without publicly disclosed AUM are noted accordingly.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
CAPTRUST Advisors	MFO/RIA	$1.08T	DC plans, endowments, pensions, HNW advisory	Fiduciary advice, institutional advisory, wealth management	Raleigh, NC
Curi Capital	MFO/RIA	$9.83B	Private RE, PE, private credit	Personalized wealth management, financial planning	Raleigh, NC
Veratis Advisors	RIA	$4.48B	Corporate retirement plans, personal wealth	Retirement plan advisory, personal wealth management	Cary, NC
Franklin Street Partners	MFO	$3.93B	Equities, fixed income, alternatives	Investment management, HNW and institutional advisory	Chapel Hill, NC
Trust Company of the South	RIA/Trust	$3B	Equities, fixed income, alternatives	Wealth management, trust services	Greensboro, NC
The Lighthouse Group (Truist)	Bank-Affiliated	$2.5B	Investment services	Investment advisory, wealth management	Raleigh, NC
Eton Advisors	MFO/RIA	$1.94B	Alternatives, emerging markets, small caps	Multi-family office, alternative allocations	Chapel Hill, NC
The STK Group (Truist)	Bank-Affiliated	$1.7B	Tailored financial solutions	RIA services, investment management	Raleigh, NC
Morgan Creek Capital	MFO/RIA	$1.51B	Hedge funds, PE, digital currency	Fund of funds, institutional advisory	Chapel Hill, NC
Delegate Advisors	MFO/RIA	$1.46B	Capital preservation, PE, RE, credit	Multi-family office, financial planning	Chapel Hill, NC
Biltmore Family Office	MFO (Collaborative)	—	Oversight, investment services	Family structure, education, planning, reporting	NC/FL
GenCrest Capital Partners	MFO	—	Multi-generational wealth	Exit planning, tax planning, divorce consulting	NC
McGeever Family Office	SFO	—	Healthcare tech, MedTech, diagnostics	Direct investments, co-investment via LCO Capital	NC

CAPTRUST's $1.08 trillion in AUM dwarfs every other Triangle-area firm. The bulk of that figure reflects institutional advisory assets. For UHNW families comparing pure wealth management platforms, Curi Capital ($9.83 billion) and Franklin Street Partners ($3.93 billion) represent the largest dedicated MFO options.

Top Picks by Strategy

• Largest AUM: CAPTRUST Advisors holds $1.08 trillion in total assets and $630 billion in client assets under advisement, making it the largest advisory platform headquartered in Raleigh.
• Best for Private Alternatives: Curi Capital allocates client capital into private equity, private credit, and real estate, and expanded its capabilities by acquiring RMB Capital in December 2023.
• Top Emerging Markets Allocator: Eton Advisors specializes in international emerging markets, small caps, and alternative allocations, using Albourne for due diligence on private managers.
• Strongest Family Oversight Platform: Biltmore Family Office built its collaborative model around family sustainability, offering dedicated education and reporting under its "Every Generation is the First Generation" philosophy.
• Leading Direct Deal Maker: McGeever Family Office has generated over $1 billion in value through direct healthcare technology capital deployment and launched 70-plus products over 15 years.
• Best for Business Exit Planning: GenCrest Capital Partners (formerly Hutchinson Family Offices) employs Certified Exit Planning Advisors who guide owners through business transitions, tax planning, and post-exit wealth structuring.
• Top Digital Asset Exposure: Morgan Creek Capital, founded by Mark Yusko, combines hedge fund strategies with private equity and digital currency, making it the most crypto-forward office in the Triangle.
• Strongest Capital Preservation Focus: Delegate Advisors favors credit-heavy alternatives over public equities, building portfolios designed for long-term capital preservation and diversified income.

Top 13 Family Offices in Raleigh NC in Detail

CAPTRUST Advisors

CAPTRUST runs the largest advisory operation headquartered in Raleigh, with $1.08 trillion in total AUM and $630 billion in client assets under advisement. The firm serves institutional clients (defined contribution plans, endowments, foundations, pensions) alongside a growing HNW advisory practice. Its 2023 deal for Aevitas Wealth Management added $567 million in managed assets and extended its reach into Boston.

CAPTRUST operates as a fiduciary. Its national scale gives clients access to a deep research bench and negotiated fee structures that smaller firms cannot match. Families seeking institutional-grade portfolio construction with fiduciary oversight will find CAPTRUST's platform among the most robust in the Southeast.

Curi Capital

Private market access defines Curi Capital's approach to UHNW wealth management. The firm manages $9.83 billion and channels client capital into real estate, private equity, and private credit from its Spring Forest Road headquarters in Raleigh. Its December 2023 buyout of RMB Capital broadened its capabilities further.

Curi stands out for connecting Triangle families to institutional-quality private markets. This matters most for clients whose wealth stems from business sales or concentrated equity positions. The firm's retirement plan solutions also serve business owners planning liquidity events.

Veratis Advisors

Dual expertise in corporate retirement plans and personal wealth management makes Veratis a natural fit for business owners. Operating from Cary with $4.48 billion in assets under management, the firm has served corporate retirement plan clients since 2001.

Business owners who want a single firm overseeing both company retirement programs and personal financial planning benefit from this combined model. Veratis does not position itself as a traditional family office, but its scale places it in the conversation for HNW families in the Cary and western Raleigh area.

Franklin Street Partners

A hybrid management model sets Franklin Street Partners apart from most Triangle wealth firms. The firm manages $3.93 billion from Chapel Hill as a subsidiary of Fifth Third Bank, running stock, fixed income, and credit portfolios in-house while using external managers for alternatives and select equity strategies.

This structure gives clients direct access to in-house portfolio teams rather than relying solely on fund-of-funds approaches. Franklin Street serves both HNW families and institutional clients, with a focus on strategic asset allocation that balances long-term growth against downside risk. Its Chapel Hill location places it at the center of the Triangle's academic and research corridor.

Trust Company of the South

Integrated trust administration and portfolio management under one roof give Trust Company of the South a distinct edge. The firm manages $3 billion from Greensboro, investing in equities, fixed income, and alternatives guided by macroeconomic analysis.

Its trust company charter sets it apart from pure RIAs. Families needing trust oversight alongside capital deployment can consolidate both with a single provider. For Triangle families with multi-generational trust structures, this setup reduces coordination costs and simplifies reporting.

The Lighthouse Group (Truist Investment Services)

Bank-affiliated lending, insurance, and banking capabilities distinguish The Lighthouse Group from independent advisors. The team manages $2.5 billion through Truist's platform in Raleigh.

Families who already bank with Truist or who need coordinated lending solutions (margin lines, real estate financing) may value the seamless connection between wealth management and banking. The tradeoff is less independence than a standalone RIA, since advisory work operates within Truist's product ecosystem.

Eton Advisors

Alternative allocations, international emerging markets, and small-cap equities form the core of Eton Advisors' $1.94 billion portfolio from Chapel Hill. The firm uses Albourne Partners for operational due diligence and manager sourcing in private alternatives, including hedge funds and private equity.

This approach delivers institutional-level due diligence typically reserved for endowments and foundations. Families with higher risk tolerance and a desire for global portfolio variety will find Eton's construction meaningfully different from the fixed-income-heavy models at many Triangle firms.

The STK Group (Truist Investment Services)

The STK Group manages $1.7 billion through Truist from Glenwood Avenue in Raleigh, providing tailored capital deployment and financial solutions. Like The Lighthouse Group, it operates within Truist's bank-affiliated platform.

Its presence gives Truist two sizable advisory teams in Raleigh, reflecting the bank's commitment to the Triangle's growing HNW market. Families who prefer a bank-backed model with local relationship managers may find STK's Glenwood Avenue location convenient.

Morgan Creek Capital Management

Mark Yusko founded Morgan Creek Capital to pursue high-conviction, alternative-heavy portfolios. The firm manages $1.51 billion from Chapel Hill and built its reputation on hedge fund strategies, single-sector niche managers, and a bias toward first institutional capital in emerging managers.

Morgan Creek was among the first institutional allocators to digital currency and maintains active crypto exposure alongside private equity and discretionary fund-of-fund programs. Families who want meaningful crypto allocation managed within an institutional framework will find this approach distinct from the broader Triangle market.

Delegate Advisors

Capital preservation through credit-heavy alternatives drives Delegate Advisors' portfolio philosophy. The firm manages $1.46 billion from Chapel Hill, with additional team members in Austin and San Francisco.

Its construction leans toward private equity, real estate, and credit, designed for families prioritizing wealth preservation and steady income over aggressive growth. Delegate's multi-city team structure reflects its national client base, though its Chapel Hill headquarters anchors it to the Triangle.

Biltmore Family Office

Family structure, succession planning, and next-generation education come first at Biltmore Family Office, which operates from North Carolina and Florida. The firm calls itself a "collaborative family office," an MFO model built for family sustainability rather than firm scalability.

The Biltmore family's "Every Generation is the First Generation" philosophy drives its education and reporting programs. Services include capital management, customized planning, and reporting technology. Families who prioritize structured decision-making, next-generation readiness, and values-based wealth transfer will find Biltmore's approach rare among Triangle offices, most of which lead with portfolio management.

GenCrest Capital Partners

Certified Exit Planning Advisors make GenCrest Capital Partners (formerly Hutchinson Family Offices) a standout for business owners facing transitions. The firm guides owners through every phase, from valuation and tax planning through post-exit wealth structuring.

GenCrest also offers divorce financial consulting, an uncommon specialty in the family office space. Business owners in the Triangle planning a sale or succession event within the next three to five years should evaluate GenCrest's structured transition support, which goes beyond generic financial planning into certified, phased guidance.

McGeever Family Office

Over $1 billion in value created through direct healthcare technology deals makes McGeever Family Office the Triangle's most active direct investor. The only documented SFO in the region, it focuses exclusively on healthcare technology, MedTech, and diagnostics, having launched more than 70 products over 15-plus years.

Its LCO Capital subsidiary operates as a collaborative special purpose vehicle. Other family offices and individual investors can co-invest in leveraged commercial operations in medical devices and diagnostics. This co-investment model is unusual for an SFO and makes McGeever relevant to wealthy families seeking deal-by-deal access to healthcare commercialization.

Trends Shaping the Triangle's Wealth Market

Private Alternatives Expansion

Capital from Triangle wealth firms is flowing heavily into private equity, private credit, and real estate. Curi Capital built its platform around private market access, while Eton Advisors and Delegate Advisors allocate substantially to alternatives. This shift reflects a broader pattern among UHNW families moving away from public equities. In Raleigh, the trend accelerates because many first-generation entrepreneurs are converting illiquid business wealth into diversified private portfolios after exit events.

Consolidation and Scale

CAPTRUST's 2023 deal for Aevitas ($567 million in managed assets) and Curi Capital's buyout of RMB Capital signal aggressive consolidation in the Triangle's advisory market. Larger firms are absorbing smaller RIAs to gain scale, expand geographic reach, and access new client segments.

For families, this means their current advisor relationship may change hands. It also means fewer independent mid-size firms and more institutional-scale platforms competing for Triangle clients.

Healthcare and Tech-Driven Wealth Creation

The Triangle's biotech, MedTech, and tech sectors continue to produce liquidity events. McGeever Family Office's $1 billion-plus in healthcare value creation shows the direct deal activity flowing from this sector. Families with concentrated positions in pre-IPO or private tech companies need offices comfortable with concentrated stock strategies and tax-efficient portfolio spreading, a growing specialty among Chapel Hill-based MFOs like Eton Advisors and Morgan Creek Capital.

Digital Assets and Crypto Allocation

Morgan Creek Capital remains the Triangle's most prominent institutional crypto allocator. While most local firms treat digital currency as peripheral, Morgan Creek's long-standing position in the asset class lets it serve families who want meaningful crypto exposure managed within an institutional framework. The firm's willingness to back first institutional capital in emerging managers extends this contrarian approach to its broader portfolio strategy.

Fractional and Virtual Family Office Models

Fractional providers are expanding access to family office services for HNW families below the traditional $100 million SFO threshold. These firms provide outsourced CFO services, coordinated tax and estate planning, and portfolio oversight without the $1 million-plus annual overhead of a dedicated team. This model fits the Triangle's growing population of first-generation wealth creators who need coordination but not full in-house staff.

How to Evaluate a Family Office in Raleigh NC

The Triangle's market includes MFOs, bank-affiliated teams, independent RIAs, and fractional models. Start by matching your complexity level to the right structure. A family with $10 million to $25 million in assets and straightforward needs may find a fractional model sufficient. Families above $50 million with multi-entity structures, business interests, and charitable commitments should evaluate dedicated MFO platforms like Curi Capital or Franklin Street Partners.

Fiduciary status matters in this market, where bank-affiliated teams (Truist's Lighthouse Group, STK Group) operate alongside independent fiduciary RIAs. Independent, fee-only firms must act in the client's interest by law. Ask whether the firm is fee-only or earns commissions on product sales, since the Triangle has both models competing for the same clients.

Client-to-advisor ratio varies widely among Triangle firms. Some regional advisors maintain ratios as low as 30:1 with dedicated teams of six professionals per client, less than half the industry average. For UHNW families, that represents a different service level than a firm where one advisor manages 100-plus households. Request your prospective firm's specific ratio before engaging.

Access to private markets separates full-service family offices from basic wealth managers in the Triangle. Curi Capital, Eton Advisors, and CAPTRUST offer institutional-quality private market access, while smaller RIAs may rely on publicly traded alternatives. Families seeking direct co-investment opportunities like the healthcare deals McGeever's LCO Capital offers should ask whether the firm sources proprietary deal flow or simply allocates to third-party funds.

North Carolina's lack of a state estate tax simplifies wealth transfer planning, but the complexity shifts to federal estate strategies and trust structures. Trust Company of the South provides integrated trust administration for families that need both portfolio management and trust oversight under one roof. Evaluate whether your chosen office coordinates tax, estate, and capital planning in-house or outsources critical pieces to external firms.

Which Family Office Fits Your Needs?

UHNW families with $50 million or more and complex multi-generational structures should focus on Curi Capital, Franklin Street Partners, or Biltmore Family Office. Curi and Franklin Street offer institutional-grade private market access. Biltmore provides the strongest family oversight and next-generation education framework in the Triangle.

Business owners preparing for a sale or transition should evaluate GenCrest Capital Partners, whose Certified Exit Planning Advisors specialize in aligning personal goals with business succession. Entrepreneurs with concentrated positions in tech or healthcare companies should consider firms along the Chapel Hill corridor (Eton Advisors, Morgan Creek Capital), where portfolio construction favors alternatives and global variety rather than conventional balanced portfolios.

Families with $10 million to $25 million who want family office-level coordination without full-service overhead should explore fractional models or broad financial management firms in the Raleigh area. Next-generation wealth holders inheriting assets for the first time can benefit from Biltmore's education programs or GenCrest's multi-generational planning framework.

Methodology

This article profiles family offices in Raleigh NC and the surrounding Research Triangle based on publicly available data, including SEC filings, firm disclosures, and industry databases. AUM figures reflect the most recently reported data as of 2025 and may include institutional assets alongside private wealth. Only firms with verifiable operations in the Raleigh-Durham-Chapel Hill metro area or with documented service to North Carolina clients are included. Firms were evaluated on office type, focus, service breadth, and market presence. Where AUM data was not publicly available, firms were included based on service scope and market relevance.