Following the release of two subsequent chapters, it became evident that the information published in the piece was incredibly well-received and highly sought after by the greater financial services community. Thus, after minimal discussion, we began to plan a second Industry Briefing Series, which has culminated in the following piece.

As with all FINTRX data, the information and analysis contained in the following pages was sourced using a bottom-up methodology. Through public sources, proprietary research, and personal communication the dedicated FINTRX research team has compiled, over many years, an extensive database of family office research. A cross-section of this data was ultimately used to provide the insights contained within this piece. We believe this piece represents the most accurate industry analysis and commentary to date.

Throughout this report, we define family offices as private wealth vehicles established to service the needs of high and ultra-high-net-worth families including investing and managing their financial assets. This report excludes private companies established strictly to operate or serve as a holding company to family businesses, which some may classify as a family office.

We bifurcate between two firm types. Single family offices, which manage the wealth of and serve a single individual or family and multi family offices, which as the name suggests, serve the needs of multiple high-net-worth families.

1. New York
2. California
3. Texas
4. Florida
5. Illinois
6. Massachusetts
7. Pennsylvania
8. Connecticut
9. Colorado
10. Georgia

Top Cities