Top Family Offices in Salt Lake City 2026

Key Facts About the Local Market

• Salt Lake City serves as the primary hub for family offices in Utah, with added clusters in Draper, Lehi, and Park City serving the broader Intermountain West.
• The market includes single family offices (SFOs), multi-family offices (MFOs), boutique MFOs, and registered investment advisors offering family office services.
• Silicon Slopes tech wealth drives new family office formation along the Wasatch Front as founders convert startup equity into lasting legacies.
• Client minimums range from $500,000 at Creative Planning to eight-to-nine-figure net worth at Solidarity Wealth.
• Utah charges no inheritance tax, and its favorable trust laws attract ultra-high-net-worth (UHNW) families relocating from higher-tax coastal states.
• Most local firms operate under fee-only fiduciary models rather than commission-based structures.
• Key allocation themes include direct investments in private companies, real estate in the Intermountain West, and venture capital tied to Utah's tech ecosystem.

Salt Lake City Family Office Landscape

Salt Lake City has grown into a notable center for family office activity in the Mountain West. Utah's business-friendly tax code, rising real estate values, and proximity to world-class outdoor recreation draw UHNW families from California, New York, and other high-cost states. The Silicon Slopes corridor running from Lehi to Draper produces a wave of tech entrepreneurs whose liquidity events fuel demand for dedicated wealth management.

The local market spans several distinct models. Kensington Investment Company (KIC) operates as a traditional SFO for the Lewis Family, investing in real estate and private equity from its Utah and Boston offices. Boutique MFOs like Solidarity Wealth cap client rosters to deliver a family CFO experience for founders with eight-to-nine-figure fortunes. National firms, including Rockefeller Capital Management and Creative Planning, maintain Salt Lake City offices to serve regional clients with institutional-scale resources.

Park City draws lifestyle-migrating families who want proximity to ski resorts without sacrificing access to financial expertise. Lehi anchors the tech wealth corridor, while Draper hosts suburban advisory firms like Beacon Pointe Advisors. This geographic spread means families can find firms tuned to their location, whether they prioritize downtown access or mountain proximity.

Family Office Comparison

The table below compares the leading wealth management firms in Salt Lake City and greater Utah by type, focus, services, and location. Because no verified assets under management (AUM) figures are publicly available for these firms, the AUM column is omitted.

Family Office	Type	Investment Focus	Services	Location
Rockefeller Capital Management (Vios Advisors)	MFO	Investment advisory, wealth strategy, charitable advisory	Full service including trustee, lifestyle advisory, next-gen education	Salt Lake City, UT
Kensington Investment Company (KIC)	SFO	Real estate, direct investments, PE and VC funds	Private investment management	Boston, MA (Utah offices)
Solidarity Wealth	Boutique MFO	Long-term ownership in real businesses, founder wealth	Family CFO, bookkeeping, tax planning, family meetings	Utah
Three Seasons Wealth	MFO	Public markets, private market access (VC, real estate)	Private wealth, tax strategy, exit planning, risk management	Salt Lake City, UT
Creative Planning	MFO/RIA	Broad wealth management	Investment, tax, estate, charitable planning	Salt Lake City, UT
Albion Financial Group	RIA with FO services	Financial planning, estate planning, wealth transfer	Family office (bill pay, notary), trust services, tax planning	Salt Lake City, UT
Andina Advisors	RIA/Family Office	Investment management, tax reduction, business advisory	Full family office including charitable giving, household payroll	Lehi, UT
Black Cliffs Partners	PE/Family Investment	Control positions in middle-market companies	Growth capital, M&A, operational support	Salt Lake City, UT
Beacon Pointe Advisors	RIA with FO services	Financial planning, retirement, estate planning	Investment management, asset protection, healthcare planning	Draper, UT
ORBA	Accounting firm with FO	Tax, estate planning, wealth management	Financial statements, bookkeeping, bill pay, oversight consulting	Salt Lake City, UT

Rockefeller Capital Management offers the broadest service menu. Solidarity Wealth provides the most concentrated, high-touch boutique experience. Three Seasons Wealth and Andina Advisors occupy the middle ground with MFO services paired with private market access.

Top Picks by Strategy

• Largest National Platform Locally: Rockefeller Capital Management (Vios Advisors), with offices spanning 50+ U.S. cities, including Salt Lake City at 2603 Parleys Way
• Best for Founder and Entrepreneur Wealth: Solidarity Wealth, which limits its client roster to deliver a family CFO model for eight-to-nine-figure families
• Top Real Estate and Direct Investment Focus: Kensington Investment Company (KIC), the Lewis Family SFO investing in New England and Utah real estate since 1983
• Strongest Private Market Access: Three Seasons Wealth, offering venture capital and real estate development deal flow alongside public market management
• Most Complete Tax and Estate Integration: ORBA, a Chicago-based accounting firm with a Salt Lake City office combining tax compliance, wealth transfer strategies, and family oversight
• Leading Boutique for Silicon Slopes Families: Andina Advisors, headquartered in Lehi with branches in Logan and Vernal, covering business advisory, succession planning, and household payroll
• Best for Middle-Market Direct Investing: Black Cliffs Partners, a Salt Lake City PE firm taking control positions in established companies with flexible debt and equity structures

Top 10 Firms in Detail

Rockefeller Capital Management (Vios Advisors)

The only legacy wealth brand with a physical Salt Lake City presence, Rockefeller Capital Management operates its Utah office at 2603 Parleys Way. Managing Directors Michael N. Bapis and Nick M. Bapis lead the Vios Advisors team. The firm's open-architecture platform gives Utah families access to both traditional and alternative capital deployment, plus private deal flow sourced from Rockefeller's national network. Services include lifestyle advisory, bill concierge, bespoke financial reporting, and next-generation financial education. Ultra-high-net-worth families who want institutional depth without relocating to New York gain that scale locally through this office.

Kensington Investment Company (KIC)

Utah's longest-running single family office, KIC has managed the Lewis Family's wealth since 1983. The firm invests in real estate in both New England and Utah, takes direct positions in private companies, and allocates to private equity and venture capital funds. KIC's dual-coast structure gives it sourcing advantages in markets that many Utah-only firms cannot reach. Its focus on control-oriented and direct portfolio activity rather than fund-of-funds strategies sets it apart from the multi-family office model that dominates the local market.

Solidarity Wealth

Solidarity Wealth caps the number of families it serves to maintain a high-touch, boutique MFO experience under its "Your Family CFO" model. The firm targets founders, entrepreneurs, and executives with eight-to-nine-figure net worth. Its philosophy favors long-term ownership in real businesses and resists frequent rebalancing.

Services extend well beyond portfolios to include bookkeeping, bill pay, monthly balance and income statements, tax planning, estate structuring, and facilitated family meetings. Tech founders exiting Silicon Slopes companies who want a fee-only fiduciary relationship will find this model built for their complexity.

Three Seasons Wealth

Three Seasons Wealth combines in-house public market management with outsourced private market deal flow, including venture capital and real estate development access. The downtown Salt Lake City firm serves legacy families, founders, wealthy individuals, and professional athletes, with a $1 million client minimum. President Tory Parke leads a team that includes former professional basketball player Jaycee Carroll as a financial advisor.

The firm partners with preferred family office companies to deliver services spanning tax strategy, exit planning, and risk management. This hybrid model appeals to clients who want both traditional portfolio oversight and private deal sourcing from a single advisor.

Creative Planning

Creative Planning brings national scale to Salt Lake City through its local office, offering family office services at a $500,000 minimum. The firm covers portfolio management, tax planning, estate planning, charitable giving, and risk management under one roof. Managing Director Matt Enger and Wealth Manager Garrett Niles lead the Utah practice. Families with $500,000 to $5 million in investable assets who want full-service planning without meeting the higher minimums of boutique MFOs will find this entry point accessible.

Albion Financial Group

Albion Financial Group layers family office services on top of traditional wealth management from its Salt Lake City headquarters. The firm requires $2 million in investable assets and provides bill paying, notary services, mail management, and liaison coordination. Its multigenerational wealth transfer planning and corporate trust services distinguish it from pure advisors.

Albion operates as a fee-only fiduciary. Its deep local roots give the firm strong familiarity with Utah's estate and tax planning landscape.

Andina Advisors

Andina Advisors runs the widest geographic footprint of any Utah-based private wealth office, with its Lehi headquarters and branch offices in Logan and Vernal. The firm provides a full suite: portfolio management, income tax reduction, business advisory, estate planning, charitable giving, trust management, bill pay, household payroll, succession planning, and family oversight. Business owners in northern Utah and the Uinta Basin who need a local advisor with family office depth can access Andina without traveling to Salt Lake City.

Beacon Pointe Advisors

Beacon Pointe's Draper office at 272 East 12200 South serves high-net-worth individuals, families, business owners, and physicians through customized solutions on an open platform. Partner and Managing Director John Martindale leads the practice. Services include estate planning, tax planning, asset protection, and healthcare planning. Families in the southern Salt Lake Valley who prefer a suburban setting and a large-firm compliance structure will find Beacon Pointe's location convenient.

Black Cliffs Partners

Black Cliffs Partners takes control ownership positions in established middle-market and lower-middle-market companies from its Salt Lake City base. The firm brings operational support including sales, marketing, financial capabilities, real estate, capital infusion, and M&A advisory. Its flexible approach spans both debt and equity structures. Families with direct capital deployment mandates who want to co-invest alongside a local PE operator in Utah-based deals can explore Black Cliffs' pipeline for opportunities outside traditional fund commitments.

ORBA

ORBA integrates accounting expertise with family office services through its Salt Lake City office, drawing on 47 years of experience from its Chicago headquarters. The firm's team includes tax, financial, and advisory professionals serving single-member households through multi-generational families. Services cover financial statement preparation, bookkeeping, bill pay, succession planning, wealth transfer strategies, and donor-advised fund management. Families who want their tax compliance and wealth planning under one roof benefit from ORBA's model of combining accounting rigor with advisory depth.

Investment Trends Shaping This Market

Silicon Slopes Liquidity Events Fueling New Demand

Utah's tech corridor produces a steady pipeline of founder exits. Companies in fintech, health tech, and SaaS generate liquidity events that create sudden, concentrated wealth. Solidarity Wealth and Three Seasons Wealth have built their practices around these transitions, offering exit planning and post-sale portfolio construction. Pre-transaction planning now ranks as a standard offering for most local wealth managers.

Real Estate as a Core Portfolio Allocation

Real estate stands as a defining feature of Utah family offices. KIC invests in both New England and Utah properties. Three Seasons Wealth offers direct real estate development access to its clients.

Rising property values along the Wasatch Front and in Park City make local real estate a natural allocation for families already rooted in the market. Several firms also help clients evaluate 1031 exchanges and opportunity zone deals tied to Utah development projects.

Fee-Only Fiduciary Models Gaining Ground

Salt Lake City's market has shifted toward fee-only, fiduciary advisory. Solidarity Wealth, Albion Financial Group, and Three Seasons Wealth all operate without commissions or proprietary product sales. This trend reflects broader client demand for transparency, especially among tech founders who expect data-driven reporting and clear fee structures.

National Firms Expanding Into Utah

Rockefeller Capital Management, Creative Planning, Beacon Pointe, and ORBA all maintain Utah offices. Their expansion signals that national wealth managers see Salt Lake City as a growth market worth staffing locally. For families, this creates optionality: they can choose between a local boutique with five advisors or a national platform with hundreds of specialists, both accessible within the same metro area.

How to Evaluate a Family Office in Salt Lake City

Start with fiduciary status. Utah's market includes both fee-only fiduciaries and commission-earning advisors. Solidarity Wealth, Albion Financial, and Three Seasons Wealth operate fee-only. Confirm this before any engagement.

Ask whether the firm sells proprietary products or provides independent advice. National firms like Rockefeller and Creative Planning use open-architecture platforms, but smaller RIAs may have limited menus. Request a sample investment policy statement to gauge how the firm constructs portfolios.

Match the firm's client minimum to your wealth level. Creative Planning accepts clients at $500,000. Albion starts at $2 million. Solidarity Wealth works with eight-to-nine-figure families. Choosing a firm where your account sits below the median client size often means less attention from senior advisors.

Consider geographic convenience and tech ecosystem knowledge. If your wealth originated from a Silicon Slopes exit, an advisor in Lehi (Andina Advisors) or downtown Salt Lake City (Three Seasons Wealth) who understands stock option taxation, RSU vesting, and concentrated equity positions will save you time on education. Park City families may want a firm with experience serving lifestyle-migrating clients from coastal markets.

Evaluate service breadth beyond portfolios. True family office service includes bill pay, tax filing, estate administration, family oversight, and next-gen education. If you only need portfolio management, an RIA without family office structure may cost less and perform equally well.

Which Family Office Fits Your Needs?

Families managing eight-figure-plus fortunes should explore Solidarity Wealth for its capped-client, family CFO model or Rockefeller Capital Management for institutional-scale resources with a local office. Both offer services that go well beyond portfolio management, including estate structuring, charitable advisory, and family meetings.

Business owners planning a sale or founders approaching a tech exit can look to Three Seasons Wealth for its exit planning and private market access, or Andina Advisors for its business advisory and succession planning capabilities. These firms understand the tax complexity of converting illiquid equity into a diversified, multi-generational portfolio.

Families with $500,000 to $2 million in investable assets have fewer boutique options but can access genuine family office services through Creative Planning or Albion Financial Group. High-net-worth professionals, including physicians and executives, will find Beacon Pointe's Draper office tailored to their planning needs. Families who need accounting-first wealth management, with tax compliance as the foundation, should evaluate ORBA's integrated model.

Methodology

This article profiles family offices salt lake city based on publicly available data, firm websites, service descriptions, and industry directories reviewed in early 2026. Firms earned inclusion based on their physical presence in Utah, the breadth of family office services offered, and their relevance to UHNW and high-net-worth families in the Salt Lake City metro area. No AUM figures appear because verified data was not publicly available for any Utah-based family office at the time of research. The comparison table, editorial picks, and profile assessments reflect analysis of service models, client focus, and market positioning. Families considering any firm listed here should conduct independent due diligence, verify fiduciary status, and request detailed fee disclosures before engagement.