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List of Family Offices: A Comprehensive Guide

List of Offices

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Photo by Redd F on Unsplash

Are you interested in learning more about family offices and the services they offer? Look no further! In this article, we have compiled a list of over 350 family offices across the United States. Whether you’re looking for a multi-family office or a single-family office, you’ll find valuable information and contacts in this comprehensive guide. Read on to explore the world of family offices and discover how they can benefit you and your family’s wealth management needs.

Key Takeaways

  • Family offices provide comprehensive wealth management services to high-net-worth individuals and families.
  • There are two main types of family offices: single-family offices (SFOs) and multi-family offices (MFOs).
  • SFOs cater to the specific needs of a single wealthy family, while MFOs serve multiple families.
  • Family offices offer services such as investment management, tax planning, estate planning, philanthropy, and more.
  • Our list includes family offices from various states across the United States, providing you with a wide range of options to choose from.

Alabama Family Offices

1. Arlington Capital Advisors – Birmingham, AL

2. Keel Point Horizon – Huntsville, AL

3. Machen McChesney CPAs & Business Advisors – Montgomery, AL

4. McKinney Capital – Birmingham, AL

5. Timberline Venture Capital Investments – Birmingham, AL

6. Warren Averett CPAs & Advisors – Birmingham, AL

7. Wilkins Miller Wealth Management LLC – Mobile, AL

Alaska Family Offices

1. Latash Investments LLC – Anchorage, AK

Arizona Family Offices

1. Athlete Wealth Management – Scottsdale, AZ & Pasadena, CA

2. Heritage Family Offices LLP – Phoenix, AZ

3. Meristem Family Wealth LLC – Scottsdale, AZ & Naples, FL & Minnetonka, MN

4. Pivotal Group Inc – Phoenix, AZ

5. Silverhawk Private Wealth – Scottsdale, AZ

6. TFO Phoenix – Phoenix, AZ

7. The Day Family Office – Phoenix, AZ

8. Tilton & Co. CPA’s P.C. – Tempe, AZ

Arkansas Family Offices

1. Dozier Capital Partners – Rogers, AR

2. Gadberry Financial Group – Little Rock, AR

3. Garrison Financial – Fayetteville, AR

4. Legacy Capital Group – Little Rock, AR

5. Millennium Capital Advisors LLC – Little Rock, AR

California Family Offices

1. Ascent Private Capital Management (US Bank) – San Francisco, CA & La Jolla, CA

2. Aspiriant LLC – San Francisco, CA

3. Blossom Wealth Management – Alamo, CA

4. Camden Capital – Los Angeles, CA

5. Cornerstone Family Office Inc – Carlsbad, CA

6. DRA.

Written by Martin Cole

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