Top Family Offices in Reno 2026

Key Facts About Reno's Family Office Market

• At least 12 family offices and family-office-service providers operate in the Reno metro area. These span single family offices (SFOs), multi-family offices (MFOs), CPA-based practices, and national firm branches.
• Most Reno wealth management offices cluster along the Kietzke Lane business corridor, with addresses ranging from 5390 to 5485 Kietzke Lane.
• Nevada's zero state income tax and zero estate tax remain the primary magnets drawing ultra-high-net-worth (UHNW) families from California.
• Wealth thresholds range from $5 million at national firm local offices to $20 million or more at dedicated MFO providers like Schultz Financial Group.
• Dominant allocation themes include direct venture capital, real estate advisory, and private equity fund allocation.
• The market continues to grow as California wealth migration accelerates. Firms like Reno Tahoe Wealth Management specifically serve cross-state transplants.
• Office types span six categories: dedicated SFOs, MFO service providers, CPA-based family offices, RIA-based advisories, law firm advisories, and national firm local offices.

Reno's Family Office Landscape

Reno has become one of the West's fastest-growing markets for family offices in Reno, fueled by Nevada's zero state income tax, zero estate tax, and strong asset protection trust laws. Families relocating from California can stay close to Silicon Valley and the Bay Area, roughly 3.5 hours by car. They keep far more of their income and estate value in Nevada.

The local landscape includes six distinct service models. Dedicated SFOs like Hallador (SEC-registered since 2004) and Kurtz Family Office manage wealth for individual families with fully committed teams. MFO providers such as Schultz Financial Group and Wealth Architects offer family-office-level planning to multiple families at a lower cost. CPA-based offices like J. Thayer Green and Ashley Quinn CPAs deliver integrated tax, accounting, and wealth transfer services.

National firms add institutional depth. Morgan Stanley's Saddlerock Wealth Management Group, Mariner Wealth Advisors, U.S. Bank Private Wealth Management, Grant Thornton, and Raymond James all maintain Reno offices with dedicated advisory teams. Law firms including Wiggin and Dana and Taft round out the ecosystem with family office legal counsel, estate planning, and capital structuring. This breadth gives Reno families options at every wealth level.

Family Office Comparison at a Glance

The table below compares Reno's private wealth offices by type, focus, and minimum thresholds. Because assets under management (AUM) figures are not publicly disclosed for most local firms, the table uses wealth minimums where available.

Family Office	Type	Investment Focus	Key Services	Wealth Minimum	Location
Hallador	SFO	Public equities, PE funds, hedge funds, direct VC	Investment management, portfolio oversight	—	5485 Kietzke Lane, Reno
Kurtz Family Office	SFO	Diversified public/private markets, real estate	Family governance, legacy planning, charitable giving	—	5441 Kietzke Lane, Reno
Schultz Financial Group	MFO	Wealth management, real estate advisory	Legacy planning, multi-advisor coordination	$20M+	Reno
J. Thayer Green CPA	CPA-based	Holistic financial management	Tax planning, concierge services, bill payment	—	Reno
Ashley Quinn CPAs	CPA-based	Tax planning, financial management	Bill payment, payroll, brokerage accounting	—	Reno
Wealth Architects	MFO/RIA	Total wealth management	Single point of contact, wealth planning	—	Reno
Reno Tahoe Wealth Management	RIA	Financial planning, investment management	Multi-generational planning, transplant services	—	Reno
Nevada Family Wealth (Raymond James)	National	Financial planning	CFP-certified advisory, consultations	—	Reno
Saddlerock Group (Morgan Stanley)	National	Full financial planning	Estate planning, equity compensation, retirement	$5M	5390 Kietzke Lane, Reno
Mariner Wealth Advisors	National	Wealth planning, tax planning	Trust services, insurance, institutional advisory	—	5470 Kietzke Lane, Reno
U.S. Bank Private Wealth	National	Business owners, wealth creators	Trust/estate services, charitable giving	—	1 East Liberty, Reno
Grant Thornton	National	Tax services, private wealth advisory	Business succession, wealth preservation	—	Reno

The strongest cluster of independent offices sits along Kietzke Lane, while national firms spread between downtown and south Reno. Families with $20 million or more in net worth have the widest range of dedicated options. National platforms accept clients at lower thresholds.

Top Picks by Strategy

• Most Diversified Portfolio: Hallador spans public equities from U.S. to emerging markets, private equity funds in buyout, growth capital, and secondaries, hedge funds, and direct venture capital in technology, consumer products, and healthcare.
• Best for Legacy and Wealth Transfer: Schultz Financial Group provides dedicated legacy planning for families with $20 million or more in net worth. The firm coordinates attorneys, accountants, and brokers as a single hub.
• Top CPA-Integrated Office: J. Thayer Green CPA delivers full outsourced family office services, from bill payment and concierge coordination to estate planning and charitable gift tracking.
• Strongest Family Oversight Focus: Kurtz Family Office centers its model on family decision-making, long-term wealth preservation, and community impact through the Kurtz Family Foundation.
• Leading Single Point of Contact: Wealth Architects assigns one dedicated relationship manager who coordinates all wealth disciplines. Families no longer need to juggle multiple advisors.
• Top National Platform Locally: The Saddlerock Wealth Management Group at Morgan Stanley combines institutional resources with local advisors holding CPWA certification from the Yale School of Management. The minimum starts at $5 million.
• Best for California Transplants: Reno Tahoe Wealth Management explicitly serves families relocating to Nevada, with cross-state tax coordination and residency transition planning.

Top Family Offices in Reno in Detail

Hallador

Reno's longest-running family office offers one of the broadest capital deployment mandates in the region. Hallador invests in public equities from U.S. blue chips to emerging markets, private equity funds in buyout, growth capital, real estate, secondaries, distressed, and venture strategies, plus hedge funds focused on absolute returns. The office also holds direct investments in venture capital, targeting technology software and hardware, consumer products, and healthcare.

SEC-registered since 2004, Hallador operates with a value orientation focused on cash flow, concentrated positions, and tax efficiency. Executive Chairman David Hardie leads a team of seven professionals, including CEO Kevin Leary and Portfolio Manager Peter Van Roden. Families seeking diversified private-market exposure from a Reno base will find few local offices with comparable breadth.

Kurtz Family Office

Family governance and charitable giving define this single family office. Kurtz Family Office manages a diversified portfolio of public and private markets, real estate, and community ventures. Its core distinction lies in how it structures family decision-making.

The office builds frameworks for multigenerational oversight and legacy planning that tie financial goals to family values. The Kurtz Family Foundation focuses on education and community impact in Northern Nevada. Located at 5441 Kietzke Lane, the office takes a discreet approach that prioritizes long-term wealth preservation over short-term returns. Families who view their wealth as a vehicle for lasting social impact will find a strong philosophical match here.

Schultz Financial Group (SFG)

The broadest MFO platform in the Reno market, Schultz Financial Group requires a minimum net worth of $20 million. SFG builds its model around multi-advisor coordination. The firm serves as an "orchestra leader," connecting a client's attorneys, accountants, brokers, and property managers into a unified strategy.

Real estate advisory is a standout service. The firm handles full-cycle property management from acquisition through disposition, including financial modeling, debt strategies, and tax reduction for personal residences, multi-family buildings, medical offices, and retail centers. Charitable giving, foundation setup, and tax-efficient gifting round out the platform. UHNW families who already have multiple advisors but lack a central coordinator should evaluate SFG's orchestration model first.

J. Thayer Green CPA

Wealthy families can skip the cost and complexity of building their own staff with this CPA-based family office. J. Thayer Green provides outsourced services covering wealth transfer, tax planning, estate structuring, bill payment, expense tracking, household staff management, and private security coordination. The firm also handles banking coordination, portfolio tracking, and succession planning for business-owning families.

On the charitable side, services include foundation structuring, grant tracking, and gift management. The concierge-level scope, from insurance oversight to aviation and art collection support, sets Thayer Green apart from pure financial advisory firms. Families wanting full family office resources without building an internal operation get exactly that model here.

Ashley Quinn CPAs

Business-owning families in Reno needing tightly integrated financial operations will find Ashley Quinn CPAs built for that purpose. The firm handles bill payment, payroll processing, brokerage accounting, cash flow analysis, and income, estate, and gift tax planning under one roof. Jeffrey A. Quinn, co-author of "Tax Savvy," leads the practice.

Ashley Quinn also serves not-for-profit entities, making it a fit for families with both business and charitable interests. The firm actively markets to California transplants, publishing resources on cross-state tax savings and the financial case for Nevada residency. This operational, CPA-driven approach works well for families whose primary need is financial administration and tax optimization rather than portfolio management.

Wealth Architects

Many families feel overwhelmed juggling separate advisors for investments, tax, estate, and insurance. Wealth Architects solves this with a single-point-of-contact model. Each client works with one dedicated relationship manager who coordinates all wealth disciplines, from accumulating and preserving assets to growing and transferring them.

The firm operates as both an MFO service provider and a registered investment adviser. This model reduces the communication breakdowns that occur when five or six advisors work independently. Families who want one phone number for every financial question should compare this integrated model against the multi-advisor approaches offered by SFG and the national platforms.

Reno Tahoe Wealth Management

No other Reno office focuses as directly on families moving from California to Nevada. Reno Tahoe Wealth Management lists "Transplants to Nevada" as a defined client category. The firm builds financial plans around the specific challenges of cross-state transition: residency establishment, multi-state tax coordination, and restructuring portfolios for Nevada's zero-income-tax environment.

The firm also serves multigenerational families already rooted in Northern Nevada. Coordination with outside CPAs and estate attorneys is built into its model. For families in the early stages of a California-to-Nevada move, this focus means fewer gaps in transition planning than a generalist firm would offer.

Saddlerock Wealth Management Group (Morgan Stanley)

Families wanting institutional depth with a local Reno address will find the Saddlerock Group competitive. Located at 5390 Kietzke Lane, the team includes Leonard Remington, who holds the Certified Private Wealth Advisor (CPWA) designation from Yale and has advised clients since 1987. The group's $5 million minimum is the lowest published threshold among Reno's dedicated wealth practices.

Services span financial planning, estate planning, equity compensation, retirement planning, risk management, and charitable giving. Tony Maldonado (CFP) and John C. Badwick round out a team with more than 50 years of combined experience. Morgan Stanley's backing provides access to research, products, and custody services that smaller independent firms cannot match.

Trends Shaping Reno's Family Office Market

California Wealth Migration and Cross-Border Capital Flows

The influx of California UHNW families into Nevada continues to reshape Reno's wealth management market. Rising California tax rates, combined with Nevada's zero state income tax, zero estate tax, and no inheritance tax, create immediate savings for families with eight-figure portfolios. Several Reno firms have built entire practice areas around this migration pattern. Remote work now enables families to maintain Bay Area business ties from a Nevada address.

Direct Venture Capital and Tech-Adjacent Investing

Reno's proximity to Silicon Valley gives local wealth platforms unusual access to direct investments in technology, consumer products, and healthcare startups. Hallador allocates a portion of its portfolios to direct venture capital in these sectors. Boxcar Partners, a venture firm representing several family offices and advised by Wiggin and Dana, led Immuneering Corporation's $20 million Series A financing and invested in Vidafuel. Co-investment alongside such venture firms separates Reno from inland markets that lack proximity to major tech ecosystems.

Nevada Trust Structures and Tax-Efficient Wealth Transfer

Nevada's trust laws rank among the most favorable in the country for multigenerational wealth preservation. Dynasty trusts can last up to 365 years, allowing families to transfer wealth without repeated estate tax exposure. Directed trust statutes let families separate portfolio decisions from distribution decisions.

Decanting provisions offer flexibility to modify irrevocable trusts as circumstances change. Grant Thornton's Reno office and Wiggin and Dana both advise family office clients on structuring these vehicles for maximum tax efficiency. These trust tools make Reno a strategic base, not just a tax-friendly address.

Real Estate as a Core Portfolio Allocation

Real estate advisory features prominently in Reno's family office market. This reflects both local property dynamics and Nevada's favorable treatment of real estate income. Schultz Financial Group offers full-cycle services for personal residences, multi-family properties, medical offices, and retail centers, including project management, financial modeling, and debt strategies.

Hallador holds direct real estate positions, and Wiggin and Dana advises family office clients on commercial and high-end residential transactions. For families relocating from California, real estate decisions intersect with residency planning and tax strategy.

How to Evaluate a Family Office in Reno

Reno's market spans six distinct service models, so the first step is matching the model to your complexity level. A family with $50 million in diversified assets, multiple properties, and charitable commitments may need the multi-advisor coordination that Schultz Financial Group provides. A business owner mainly seeking tax optimization and payroll management may find Ashley Quinn CPAs more appropriate.

Nevada trust expertise is a critical differentiator in this market. Not every Reno firm has deep experience with dynasty trusts, directed trusts, or decanting statutes. Families planning multigenerational wealth transfer should ask specifically about Nevada trust structuring. Verify the firm works with attorneys experienced in these vehicles, such as Wiggin and Dana or Taft.

California transplants face a unique evaluation criterion: cross-state transition capability. The shift from California to Nevada residency involves multi-state tax filings, entity restructuring, and timing decisions that can create or eliminate significant tax liability. Reno Tahoe Wealth Management and Ashley Quinn CPAs both specialize in this transition. Families should confirm any prospective office has handled similar relocations before engaging.

Verify fiduciary status and regulatory standing before signing on. Hallador has maintained SEC registration since 2004, confirming its regulatory accountability. Use FINRA BrokerCheck to verify individual advisor credentials. Wealth thresholds also matter: Schultz Financial Group's $20 million minimum and Morgan Stanley's Saddlerock Group at $5 million set clear benchmarks, while CPA-based and RIA offices may offer more flexible entry points.

Which Family Office Fits Your Needs?

UHNW families managing $20 million or more should evaluate Schultz Financial Group first for its multi-advisor coordination and real estate advisory depth. Families who prioritize family governance and charitable alignment over investment complexity will find Kurtz Family Office better calibrated to those priorities. Hallador serves families seeking the broadest possible mandate, spanning public equities, hedge funds, private equity, and direct venture capital from a single Reno-based platform.

Business owners whose primary needs center on financial operations (bill payment, payroll, tax preparation, brokerage accounting) should compare J. Thayer Green CPA and Ashley Quinn CPAs. Thayer Green offers broader concierge capabilities, while Ashley Quinn focuses on operational accounting and tax advisory. Families relocating from California should prioritize Reno Tahoe Wealth Management for its explicit focus on cross-state transition planning.

Next-generation wealth holders and families wanting institutional resources with a local presence can look to Morgan Stanley's Saddlerock Group ($5 million minimum), Mariner Wealth Advisors, or U.S. Bank Private Wealth Management. These national platforms provide research, product access, and custody services that independent offices cannot replicate. Each maintains local advisory teams familiar with Northern Nevada's specific wealth dynamics.

Methodology

This guide to family offices in Reno was compiled from SEC filings, firm websites, industry databases, and public records. Selection criteria required offices to be headquartered in or actively serving the Reno and Northern Nevada market. All six office types present in the region were included: SFOs, MFO service providers, CPA-based family offices, RIA-based advisories, law firm advisory practices, and national firm local offices.

Data reflects publicly available information as of early 2026. Managed assets figures were omitted where not publicly disclosed, which applies to most Reno-based independent offices. Wealth minimums, focus areas, and service descriptions come directly from firm disclosures and regulatory filings. Families should verify all details directly with prospective offices before engaging.