Top Family Offices in Florida 2026

Key Facts

• The AllFamilyOffices database lists 193 family offices in Florida as of October 2026, including 81 single family offices (SFOs) and 101 multi-family offices (MFOs).
• The ten largest Florida-based offices in Dakota's ranking manage a combined $175.7 billion in assets under management (AUM), led by JAWS Estates Capital in Miami at $120 billion.
• Miami serves as the primary hub, followed by West Palm Beach, Boca Raton, Fort Lauderdale, and Tampa.
• Florida's zero state income tax, zero estate tax, and favorable trust laws have driven a wave of relocations from New York and other high-tax states.
• Direct capital deployment into lower middle market companies is the fastest-growing strategy among Florida-based wealth firms.
• Office types range from traditional SFOs and multi-family offices (MFOs) to virtual family offices (VFOs) and family office-backed private equity firms.

Florida's Family Office Landscape

Florida ranks among the fastest-growing family office markets in the United States. The state charges no income tax, no estate tax, and no inheritance tax. This tax code has pulled ultra-high-net-worth (UHNW) families and their wealth operations south from New York and Connecticut. The AllFamilyOffices database lists 193 family offices in Florida (October 2026), though the true count is likely higher given how many operate privately.

South Florida dominates the geographic picture. Miami hosts the highest concentration, including JAWS Estates Capital, the largest office in Dakota's ranking at $120 billion in managed assets. West Palm Beach serves as a secondary hub, home to Asena Family Office ($10 billion) and Goodrich Family Office ($1 billion) in the same ranking. Boca Raton, Fort Lauderdale, and Miami Beach round out the South Florida corridor. Jacksonville, the state's largest city, anchors a separate Northeast Florida market centered on Ponte Vedra Beach.

The market spans every major office model. Traditional SFOs like Amzak Capital Management and Cooper Family Office manage single-family wealth. MFOs such as CV Advisors, WE Family Offices, and Graystone Consulting Miami serve multiple UHNW clients. Florida Trust Wealth Management runs a virtual family office (VFO) model. A growing category of family office-backed private equity firms, including Fourshore Partners and Addison Capital Partners, deploys family capital into lower middle market deals.

Florida Family Offices by City

Most family offices in Florida are in South Florida, but each of the state's markets has its own mix of firms, and several firms appear in more than one of our city guides. Bessemer Trust is profiled in our Miami, Palm Beach and Naples guides, and Cresset Capital serves families from West Palm Beach and Naples. Callan Family Office appears in the Palm Beach and Jacksonville guides, Cooper Family Office in the Palm Beach, Boca Raton and Jacksonville guides, and WE Family Offices, based in Miami, in the Miami and Palm Beach guides. Pivot CPAs runs family office services for families in Gainesville and Jacksonville. Our guides to Miami, Palm Beach, Boca Raton and Jacksonville cover the established hubs, and the four markets below complete our list of Florida family offices by city. To compare every family office in Florida in one place, see the Florida family offices database and its lists of multi-family offices in Florida and single family offices in Florida.

Naples and Southwest Florida have an estimated 15 to 20 firms offering family office services, clustered along the Tamiami Trail (US 41) and in nearby Bonita Springs. Bessemer Trust, Cresset Capital, Legacy Family Office, Fifth Avenue Family Office and RiverGlades Family Offices serve multiple families, J.P. Morgan Private Bank has been growing its Naples team, and The Ferrante Group runs a single family office on permanent capital.

Orlando offers families lower operating costs than Miami and access to Central Florida's legal and fiduciary specialists. Pluris Wealth Management is headquartered on East Pine Street in downtown Orlando, with offices in Coral Gables and Jacksonville, and Keller Family Office is an Orlando-based single family office focused on long-term capital appreciation and direct investments.

Gainesville is a university town whose smaller market is shaped by the University of Florida, real estate wealth and medical professionals. The Collier Family Office, which manages wealth tied to The Collier Companies real estate firm, is the city's only dedicated single family office, and Pivot CPAs runs a CPA-integrated family office division for families with $100 million to over $1 billion.

Largo sits in Pinellas County, in the Tampa Bay wealth corridor that runs from Clearwater to Sarasota. Fewer institutional-scale multi-family offices have offices there than in South Florida, so families often combine local boutique advisers with national platforms. Tampa Bay Trust Company is the closest thing to a dedicated family office provider in Largo itself, and Flaharty Asset Management builds custom family index portfolios for its clients.

Family Office Comparison

The table below covers named offices in Florida with verified data. Apart from Amzak, the offices in Dakota's top-ten ranking are not profiled here.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Graystone Consulting Miami	MFO	—	Hedge funds, private capital	Family dynamics, asset protection, succession	Miami
CV Advisors	MFO	—	PE, private credit, alternatives	Investment, tax, estate, private client	Miami
WE Family Offices	MFO	—	Public and private markets	Strategy, SFO consulting, wealth advisory	Miami
Amzak Capital Management	SFO	~$1.5B	PE, fixed income, real estate, healthcare	—	Boca Raton
Fourshore Partners	FO-backed PE	—	Lower middle market buyouts ($2M–$15M EBITDA)	—	Miami
Hall Capital Holdings	SFO	—	Multi-faceted private allocations	—	Florida
Addison Capital Partners	FO-backed PE	—	Smaller middle market growth companies	Legacy management, growth capital	Florida
Destiny Family Office	MFO	—	Private allocations, collectibles	Estate planning, oversight, charitable giving	North Florida
On Par Capital	SFO	—	Healthcare, PE, real estate	—	South Florida
Ritzr (Campbell Family Office)	SFO	—	Manufacturing, B2B, software	—	Florida

Amzak's figure is Dakota's estimate; the other offices in the table have no sourced AUM figure. Most Florida offices keep asset levels private. Portfolio focus skews heavily toward private equity, real estate, and healthcare, reflecting the state's deal flow and local industry strengths.

Top Picks by Strategy

• Best for Institutional Research: Graystone Consulting Miami, with institutional-grade research through its Morgan Stanley affiliation.
• Best for Direct Deal Flow: Harrow Capital, with 12 closed deals and active sourcing through its direct arm targeting small and mid-sized businesses.
• Top Healthcare Allocator: On Par Capital, with 40-plus co-investments (investing alongside other funds or families) over ten years and multiple healthcare exits including Ventre Medical Associates and Research Centers of America.
• Strongest MFO Platform: CV Advisors, offering a full single-family-office experience to multiple clients with private equity access, tax planning, estate planning, and private client services from Miami.
• Most Active Deal Maker: Addison Capital Partners, with 13 closed deals in smaller middle market companies including Communication Power Companies and Alliance CNC.
• Leading Real Estate Focus: Desdemona Capital, with a portfolio spanning luxury hotel management (Villazzo) and hospitality (Nikki Beach, St. Tropez).
• Best for Passion Assets: Destiny Family Office, the only Florida office integrating collectibles, fine art, and sports memorabilia into formal wealth strategies.
• Broadest Private Company Portfolio: Ritzr (Campbell Family Office), having backed over 100 private companies in manufacturing, home services, B2B, and subscription software.

Top Family Offices in Florida in Detail

Graystone Consulting Miami

Florida's strongest institutional MFO platform operates under Morgan Stanley's umbrella. Graystone specializes in hedge fund allocations, private capital, and concentrated portfolio strategies. Its service model extends beyond portfolio management into family dynamics planning, asset protection, and business succession planning. UHNW families seeking an MFO with institutional research depth and global capital markets access will find few peers in this market.

CV Advisors

This Miami-based MFO builds bespoke portfolios blending private equity, private credit, and alternative allocations for each client. CV Advisors pairs dedicated research resources with proprietary technology tools, giving clients the feel of a single family office without the overhead. Tax planning, estate planning, trust structuring, and liquidity planning sit alongside portfolio management. Entrepreneurs navigating post-exit wealth find CV's full-service platform well suited to their transition.

WE Family Offices

Most MFOs lead with portfolio management, but WE Family Offices leads with strategy and oversight. The firm advises families on allocation, then monitors execution rather than managing assets directly. WE also consults with families building or restructuring their own SFOs. This advisory-first model appeals to families who want independent guidance without conflicts tied to product placement or asset custody.

Fourshore Partners

Miami-based Fourshore Partners targets lower middle market buyouts with a clear mandate: companies generating $2 million to $15 million in EBITDA, at enterprise values between $10 million and $75 million. Four closed deals since 2020 include Celtic Capital (2022) and Buske Logistics (2022). The firm also covers the Caribbean, a geographic edge reflecting Miami's role as a gateway to Latin America. Business owners in marine services, logistics, or financial services seeking patient family capital should note Fourshore's track record.

Amzak Capital Management

The Kazma family's SFO in Boca Raton traces its wealth to the cable television industry, including operations in the U.S., Canada, and Latin America. The family sold Amnet, a Central American cable company, to Millicom in 2008. Today Amzak invests in four core areas: private equity, fixed income, real estate, and healthcare. This cross-border heritage gives Amzak a Latin American deal network that most Florida SFOs lack.

Hall Capital Holdings

Patient capital defines this SFO. Hall Capital Holdings deploys long-term family wealth without pressure from limited partners or fund timelines. Nine closed deals include American Vascular Associates and FLEXIO, both completed in 2023.

The team operates as both investors and operators, seeking businesses they can actively improve. This hands-on model fits sellers who want a buyer committed to building, not flipping.

On Par Capital

South Florida's most prolific co-investor has completed over 40 co-investments in real estate, lower middle market private equity, and special situations over the past decade. On Par also invests directly in healthcare, with exits including Dreamlife Recovery and Research Centers of America. The combination of direct healthcare expertise and broad co-investment activity makes On Par a versatile capital partner for operators and fund managers.

Addison Capital Partners

Two high-net-worth families back this firm, which targets smaller middle market growth companies that are closely held or family-owned. Thirteen closed deals include Communication Power Companies (2023) and Carbide Grinding Company (2017). Addison provides legacy preservation, growth capital, and management resources. The firm positions itself as a buyer who protects what founders built while funding the next stage of expansion.

Destiny Family Office

North Florida's most distinctive wealth platform integrates collectibles and passion assets (fine art, rare sports memorabilia, coins) into formal wealth plans. Founder Tom Ruggie brings an entrepreneurial, peer-level perspective to UHNW advisory. Services include estate and legacy planning, family decision-making structures, charitable strategy, and private deal access. For collectors who want their passion assets treated as serious portfolio components, Destiny offers a model no other Florida office replicates.

Desdemona Capital

Internet pioneer Christian Jagodzinski founded Telebook.com, which Amazon acquired in 1998. His Miami Beach SFO now leans heavily toward real estate and private equity. Holdings include Villazzo, a luxury hotel management company, and Nikki Beach in St. Tropez. Desdemona shows how Florida's real estate market and hospitality sector attract SFOs with deep property expertise.

Trends Shaping This Market

Direct Deals Replace Fund Allocations

Florida wealth firms are deploying capital directly into companies rather than routing it solely through private equity funds. Harrow Capital (12 closed deals), Addison Capital (13 deals), and Lynniam Ventures (10 deals) all run active deal-sourcing operations. The lower middle market, targeting companies with $2 million to $15 million in EBITDA, is the sweet spot for most Florida-based direct investors.

Healthcare as a Core Theme

Healthcare deals dominate Florida family office portfolios. Creach Family Holdings acquired HealthRev Partners and Faith Home Health & Hospice in 2024. On Par Capital built its track record through healthcare exits. Ferro Holdings and Cooper Family Office both list healthcare among their primary focus areas. Florida's large retiree population and growing medical services sector create a natural deal pipeline that inland states cannot match.

Latin American Capital Flows into Florida

Miami's position as a gateway to Latin America drives cross-border wealth management activity. Colpatria Capital, backed by Colombia's Pacheco Family, co-invests with family offices and PE funds in U.S., Canadian, and European operating companies from its Florida base. Amzak Capital's Latin American cable television heritage shows how immigrant family wealth often stays anchored in the state. This connection creates deal flow and co-investment opportunities unique to South Florida.

Real Estate Remains Foundational

Florida's real estate boom provides both a source of family wealth and a primary outlet for capital. Desdemona Capital focuses on luxury real estate and hospitality. On Par Capital includes real estate co-investments alongside its healthcare portfolio. Multiple SFOs specialize in residential, office, and hotel deals. The state's population growth and tourism economy sustain deal volume that most inland markets cannot rival.

Next-Generation Wealth Transfer Accelerates

Several Florida offices explicitly focus on multigenerational planning. RiverGlades Family Offices runs next-generation education programs and salon-style peer discussions. Biltmore Family Office offers a collaborative model built around family oversight and education. Destiny Family Office structures its entire service model around legacy planning. As the first major wave of Florida-relocated wealth reaches succession age, these services face growing demand.

How to Evaluate a Florida Family Office

South Florida's density of options makes choosing an office harder than in smaller markets. Start by clarifying what type fits your situation. A family with $100 million or more in liquid assets may justify a dedicated SFO. Families in the $25 million to $100 million range will find MFOs like CV Advisors or WE Family Offices more cost-effective.

Florida's tax advantages only deliver full value with proper structuring. Evaluate whether a prospective office has deep expertise in Florida-specific trust law, including private trust company formation and dynasty trusts. Graystone Consulting and CV Advisors bundle estate planning with portfolio management, which simplifies coordination. A generalist wealth manager without Florida trust expertise may leave significant tax savings unrealized.

Direct deal capability matters more here than in many other states. Florida's lower middle market deal flow in healthcare, real estate, and business services is substantial. If your family wants co-investment access or direct deal participation, look for offices with active deal histories. On Par Capital's 40-plus co-investments and Harrow Capital's 12 closed deals offer clear benchmarks.

Many Florida offices are private and hard to find through standard searches. Conferences such as DC Finance's Florida Family Office & High Net Worth Conference (held during Art Basel week in Miami Beach) and Family Office Club events in Fort Lauderdale provide direct networking. Families relocating from the Northeast should prioritize offices experienced in domicile transitions and cross-state estate plan restructuring.

Verify fiduciary status and SEC registration before engaging any office. Check FINRA BrokerCheck for the professionals involved. Ask about fee structures, especially whether the office earns commissions on products it recommends. An office operating under a fiduciary standard must act in your interest by law, eliminating a category of conflicts common in non-fiduciary models.

Which Family Office Fits Your Needs?

UHNW families with $100 million or more seeking broad wealth management should explore Graystone Consulting Miami for institutional-grade access or CV Advisors for a full-service private office experience. Both operate in Miami and offer estate planning, tax strategy, and portfolio oversight under one roof. Families who prefer independent advisory without product conflicts may find WE Family Offices' oversight-only model a better fit.

Business owners planning a sale or liquidity event face distinct choices in Florida's market. Addison Capital Partners and Fourshore Partners both buy and operate lower middle market companies, offering sellers patient family capital and legacy preservation. For post-exit wealth management, CV Advisors and Florida Trust Wealth Management provide liquidity planning and balance sheet structuring tailored to newly liquid entrepreneurs.

Next-generation wealth holders and families with complex assets beyond stocks and bonds should consider Destiny Family Office for collectibles integration or RiverGlades Family Offices for peer-based learning and private deal access. Families relocating from high-tax states need an office versed in domicile establishment, homestead exemption planning, and cross-state trust restructuring. Virtual models like Florida Trust Wealth Management offer CFO-level oversight at lower cost for families not yet ready to commit to a full-service SFO or MFO.

Methodology

This guide draws on the AllFamilyOffices Florida database (193 listed offices, October 2026), Dakota's published AUM ranking of the top ten Florida offices, and the profiles in our Florida city guides. Profiles were built from publicly available descriptions, deal histories, and service offerings as of 2025. Only offices appearing in verified data sources are included. No offices were added from general knowledge. AUM figures appear only where specific data exists. The analysis covers SFOs, MFOs, VFOs, and family office-backed firms operating in or primarily serving Florida-based UHNW families.