List of 3,600+ Multi-Family Offices (2026)

Key Facts About Multi-Family Offices

• The AllFamilyOffices database lists 6,100+ family offices worldwide (October 2026). 3,600+ of them are multi-family offices (MFOs) serving multiple ultra-high-net-worth (UHNW) client families.
• Corient, headquartered in Miami, leads all MFOs with $155 billion in assets under management (AUM).
• Average AUM per family office sits near $1 billion. The top 10 MFOs each surpass $60 billion.
• New York ranks as the primary global hub for MFO activity. Chicago, Miami, San Francisco, and Boston round out the top five U.S. cities.
• MFO client minimums typically fall between $100 million and $500 million in investable assets, depending on service scope.
• Alternatives now exceed 40% of portfolio allocation at leading MFOs, with strong capital flows into private equity, real estate, and private credit.
• MFO consolidation accelerated in 2024 when Colony Group and Buckingham Wealth Partners merged to form Focus Partners Wealth, now managing $115 billion or more.

List of Multi Family Offices: Landscape Overview

A multi-family office pools resources and expertise to serve multiple UHNW families. These firms deliver institutional-grade investment management, estate planning, tax planning, and wealth preservation under one roof. Unlike a single family office (SFO), which serves one family exclusively, MFOs spread operational costs and gain buying power for private market deals. The United States alone has 1,200+ MFOs in the AllFamilyOffices database, out of 3,600+ worldwide (October 2026).

Several structural types exist beyond the traditional MFO. Virtual family offices (VFOs) coordinate external specialists without full in-house staff. This model suits families below the $100 million threshold where a standalone SFO becomes cost-effective. Bank-affiliated models, operated by firms like PNC Private Bank Hawthorn and Truist Wealth, embed family office services within larger financial institutions. Hybrid offices blend elements of both.

Growth in the MFO sector stems from three converging forces. New tech wealth from IPOs by founders at companies like ZoomInfo and Meta is creating demand for turnkey wealth management. Consolidation is also reshaping scale: Corient rolled up regional boutiques, and AlTi Tiedemann combined three firms in 2023. Meanwhile, intergenerational wealth transfer drives families toward MFOs that offer succession planning and family oversight alongside investment advisory.

Multi-Family Office Comparison at a Glance

The table below ranks the largest MFOs by reported AUM. All figures reflect the most recent available data as of 2025. Offices without verified AUM data appear alphabetically at the bottom.

Family Office	AUM Estimate	Investment Focus	Services	Location
Corient	$155B	Equities, PE, hedge funds, real estate, ESG	Investment advisory, tax, trust admin, Private Access platform	Miami, FL
Rockefeller Capital Management	$145B	Technology, energy, healthcare; 40% alternatives	Estate planning, tax, legacy, charitable giving strategy	New York, NY
Bessemer Trust	$140B+	Real estate, PE, hedge funds, bonds	Investment management, full family office services	New York, NY
Cerity Partners	$123B	Public/private markets, PE, real estate	Asset planning, tax, portfolio construction, manager selection	New York, NY
Focus Partners Wealth	$115B+	Public/private markets, long-term planning	Portfolio management, estate planning, tax optimization	Boston, MA
ICONIQ Capital	$95.1B	Tech-focused PE, VC, real estate, direct deals	Wealth management, private funds, strategic partnerships	San Francisco, CA
Pathstone	$75B+	Investment research and solutions	Bill pay, property management, family office structuring	Englewood, NJ
Cresset Family Office	$62B	Alternatives, PE, real estate, hedge funds	Family office services, custom portfolio construction	Chicago, IL
AlTi Tiedemann Global	$60B+	Diversified; $3.8B impact strategy	Wealth management, impact investing	United States
Lido Advisors	$29.1B	Capital preservation, long-term growth	Portfolio development, investment monitoring, financial planning	Los Angeles, CA
Capricorn Investment Group	$12.5B	Sustainability, deep tech, renewable energy	OCIO services, mission-driven investing	Palo Alto, CA
Whittier Trust	$5B+	Equities, fixed income, PE, private debt	Personalized wealth management, ESG options	South Pasadena, CA
Glenmede	—	—	—	United States
Stonehage Fleming	—	—	—	Worldwide
Ascent Private Capital Management	—	—	—	United States

Corient, Rockefeller, and Bessemer Trust form a clear top tier, each managing over $140 billion. A notable gap separates this group from the mid-tier cluster of Cerity Partners, Focus Partners Wealth, and ICONIQ Capital. Smaller MFOs like Whittier Trust and Capricorn carve out niches through specialization rather than scale.

Top Picks by Strategy

• Largest AUM: Corient, at $155 billion, built its scale through a multi-year rollup of regional boutique wealth platforms
• Best for Tech Wealth: ICONIQ Capital manages $95.1 billion with deep ties to Silicon Valley founders, including Mark Zuckerberg
• Strongest Impact Platform: AlTi Tiedemann Global has $3.8 billion in committed impact capital and invested $1.9 billion alongside its clients as of late 2022
• Top Sustainability Focus: Capricorn Investment Group, managing $12.5 billion for eBay's first president Jeff Skoll, channels capital into climate solutions and renewable energy
• Best for Full-Service Legacy Planning: Rockefeller Capital Management pairs $145 billion in AUM with estate planning, charitable giving strategy, and legacy advisory rooted in 140+ years of family wealth management
• Leading Midwest MFO: Cresset Family Office, with $62 billion from its Chicago base, offers fiduciary-standard service with strong alternatives access
• Best for Hands-On Property and Admin: Pathstone combines $75 billion in managed assets with bill pay, property management, and family office structuring for families wanting a single operational hub
• Newest Major Entrant: Focus Partners Wealth launched in 2024 through the Colony Group and Buckingham merger, instantly reaching $115 billion in AUM

Top Multi-Family Offices in Detail

Corient

No MFO has grown faster through buyouts than Corient. The firm manages $155 billion after absorbing multiple regional boutiques under its CI Financial parent. Operating from Miami with offices nationwide, Corient's Private Access platform gives clients entry to private equity, hedge fund, and real estate allocations typically reserved for institutional investors. The firm also provides tax preparation, trust administration, and succession planning. Families with $100 million or more seeking a single platform for both capital deployment and operational wealth services will find one of the broadest offerings in the MFO market here.

Rockefeller Capital Management

Rockefeller's defining edge is its 40% allocation to alternative investments, a ratio higher than most peers on this list. The firm manages $145 billion with a focus on technology, energy, healthcare, and natural resources. IGM Financial acquired a 20% stake in 2023, signaling institutional confidence in Rockefeller's trajectory.

Its estate planning, tax, and charitable giving advisory complement the investment side. Families managing multigenerational wealth get a platform that balances growth with legacy preservation through a single fiduciary relationship.

Bessemer Trust

Bessemer Trust serves over 2,500 families, the largest disclosed client base among top MFOs. Its $140 billion in capital managed spans real estate, private equity, hedge funds, stocks, bonds, and energy holdings. The Phipps family, whose fortune traces to Carnegie Steel, founded the trust in 1907.

Bessemer's long operating history translates into deep manager networks and a track record in illiquid asset classes that newer MFOs cannot replicate. Families who prioritize proven investment management over advisory breadth will find Bessemer's concentrated model compelling.

Cerity Partners

Cerity Partners reaches $123 billion in AUM through strategic deals, with offices in New York, Los Angeles, Chicago, and Cleveland. The firm stands out for its portfolio construction and manager selection capabilities, operating as a registered investment advisor (RIA) under a fiduciary standard. Cerity serves high-net-worth individuals, families, foundations, and institutions, making it unusually versatile among MFOs. Its sector-agnostic approach covers public and private markets, PE, real estate, and hedge funds.

ICONIQ Capital

Silicon Valley's tech elite built ICONIQ. The firm manages $95.1 billion from San Francisco with offices in London, Palo Alto, Singapore, and New York. ICONIQ is closely tied to founders like Mark Zuckerberg.

Its private funds and strategic partnerships provide direct access to early and late-stage ventures, digital systems, and secondaries. Tech founders with $200 million or more in post-IPO liquidity get dedicated deal sourcing in private equity and venture capital that most generalist MFOs cannot match.

Cresset Family Office

Cresset's $62 billion platform from Chicago tilts heavily toward alternatives, including private equity, real estate, and hedge funds. The firm holds itself to a fiduciary standard and emphasizes transparency in fee structures. Rather than model portfolios, Cresset builds bespoke allocations based on each family's risk tolerance and return targets. Midwest-based families seeking a full family office experience without relocating capital to a coastal hub should evaluate Cresset first.

AlTi Tiedemann Global

Impact investing at MFO scale finds its fullest expression at AlTi Tiedemann. The firm manages $60 billion in AUM after combining Tiedemann Group, Alvarium Investments, and Cartesian Growth in 2023. Its most distinct feature is a $3.8 billion impact strategy. AlTi invested $1.9 billion alongside its own clients as of December 2022, a co-investment commitment that aligns incentives.

The 2024 purchase of East End Advisors added $5.6 billion in managed assets. Families seeking both competitive returns and measurable social outcomes will find AlTi's impact platform among the most developed in the MFO space.

Capricorn Investment Group

Jeff Skoll, eBay's first president, founded Capricorn in 2000 to channel his wealth into climate solutions. The firm now manages $12.5 billion from Palo Alto with a singular focus on sustainability, deep tech, and renewable energy. Its Technology Impact Fund backs transformative climate ventures, and the firm integrates ESG frameworks into every allocation decision.

Capricorn serves a select group of wealthy families through an outsourced chief investment officer (OCIO) model. Families who want their entire portfolio aligned with a sustainability mission, not just a carve-out, get that here.

Investment Trends Shaping the MFO Market

Alternatives Allocation Surpassing 40%

Rockefeller Capital Management now places 40% of client capital in alternatives, a benchmark other major MFOs are moving toward. Private equity remains the favored sub-category: 52% of the top 100 family offices prioritize PE allocations. Private credit and structured debt have emerged as complementary targets, offering yield in a higher-rate environment. MFO clients' longer time horizons and tolerance for illiquidity support this shift away from public markets.

Direct Deals and Co-Investment Growth

MFOs increasingly co-invest alongside clients rather than routing all capital through third-party funds. AlTi Tiedemann's $1.9 billion in co-invested capital exemplifies this trend. Even among SFOs feeding into MFO ecosystems, the preference is stark: Forum Family Office allocates 60% to direct deals, and Graven Family Office maintains a 70/30 direct-to-pooled split. For MFO clients, co-investment access reduces fee layers and provides greater control over deal selection.

Consolidation Through M&A

The MFO sector is consolidating rapidly. Corient assembled its $155 billion platform by acquiring regional boutiques. Focus Partners Wealth formed in 2024 through the Colony Group and Buckingham merger, instantly creating a $115 billion entity. AlTi Tiedemann added East End Advisors ($5.6 billion AUM) in April 2024.

This M&A wave benefits clients through broader service offerings and deeper manager networks. Families should verify that post-merger service quality holds before committing.

Health Tech, Digital, and Green Sectors Leading Allocations

Among the top 100 family offices, 86% invest in health technology, over 70% in digital technology, and over 70% in green technology. MFOs channel this sector interest through PE and VC allocations. Capricorn's climate-focused funds and Builders Vision's sustainable food portfolios show how these preferences translate into specific capital deployment at the office level.

How to Evaluate a Multi-Family Office

Start with fiduciary status. Not every MFO operates under a fiduciary obligation. Firms like Cerity Partners and Cresset carry this standard, which legally requires them to act in the client's interest. Verify this before engaging.

Match the MFO's investment philosophy to your needs. Families wanting heavy alternatives exposure should compare Rockefeller's 40% allocation benchmark against other candidates. Those seeking impact-aligned portfolios should evaluate AlTi Tiedemann's $3.8 billion platform or Capricorn's sustainability mandate.

Scrutinize service scope beyond investment management. Corient's model includes tax preparation, trust administration, and wealth transfer planning. Pathstone adds bill pay and property management. Smaller MFOs may offer investment-only services, leaving families to coordinate estate planning, tax, and family structure with separate advisors.

The cost of that coordination often exceeds the fee savings from a lower-service provider. Families with complex multi-entity holdings should weight operational breadth heavily.

Evaluate co-investment and direct deal access. MFOs that deploy their own capital alongside clients, as AlTi Tiedemann does, demonstrate alignment. Ask for specific co-investment data, not just marketing language.

Check geographic capabilities too. Families with wealth in multiple countries need an MFO with established cross-border operations, a strength of Stonehage Fleming and ICONIQ Capital.

Which Family Office Fits Your Needs?

UHNW families managing $500 million or more in liquid assets should prioritize Corient, Rockefeller Capital Management, or Bessemer Trust. Each offers full investment management alongside estate planning, tax, and trust services at scale. Business owners approaching a liquidity event, especially in tech, will find ICONIQ Capital's direct-deal network and founder-centric culture better suited than generalist platforms.

Next-generation wealth holders inheriting portfolios often want impact alignment that older MFO models did not prioritize. AlTi Tiedemann's $3.8 billion impact strategy and Capricorn's sustainability-only mandate address that demand directly. For families below $100 million who want MFO-quality service without the cost of a standalone SFO, mid-size firms like Whittier Trust and Lido Advisors offer personalized wealth management at lower AUM thresholds.

Institutional allocators and fund managers seeking family office capital should target MFOs structured for rapid allocation. Cresset, Cerity Partners, and Pathstone all maintain dedicated manager selection and due diligence teams. MFOs with published co-investment programs, especially AlTi Tiedemann and ICONIQ, are more receptive to emerging manager pitches than those without.

Methodology

This list of multi family offices draws on publicly reported AUM figures, firm disclosures, and industry tracking platforms covering over 4,300 family offices globally. Only MFOs with verifiable data points (AUM, investment focus, service scope, or geographic presence) qualified for profiles and the comparison table. Data reflects the most recent figures available as of early 2026, with some AUM numbers sourced from 2024 and 2025 reporting periods. Offices rank by AUM where data permitted. Editorial picks reflect specific, data-backed strengths rather than subjective rankings. This guide does not constitute investment advice or an endorsement of any firm.