THE RICHEST FAMILY OFFICES

n FIRMS WITH GREATEST YEAR-OVER-YEAR GROWTH

KEY

RANK ACCORDING TO YOY GROWTH

FIRM NAME
MAIN OFFICE LOCATION(S)

AUA, IN
BILLIONS 1

HSBC Private Wealth Solutions HONG KONG

$143.5

334

Northern Trust CHICAGO

116.4

4,340

Citi Private Bank NEW YORK

100.5

NA

Bessemer Trust NEW YORK

96.6

10

BNY Mellon Wealth Management NEW YORK

81.2

UBS Global Family Office

67.6

ZURICH, LONDON, SINGAPORE, HONG KONG, NEW YORK

Pictet GENEVA

CTC | myCFO (BMO Financial Group) CHICAGO

Abbot Downing (Wells Fargo) MINNEAPOLIS

10

U.S. Trust Family Office (Bank of America) NEW YORK

11

Hawthorn (PNC Financial) PHILADELPHIA

12

Wilmington Trust (M&T Bank) WILMINGTON, DELAWARE

13

Glenmede PHILADELPHIA

14

Atlantic Trust (CIBC) ATLANTA

15

Rockefeller & Co. NEW YORK

16

Fiduciary Trust (Franklin Templeton) NEW YORK

17

GenSpring Family Offices (affiliate of

SunTrust Banks) JUPITER, FLORIDA

18

Veritable NEWTOWN SQUARE, PENNSYLVANIA

19

Oxford Financial Group INDIANAPOLIS

21

Tiedemann Wealth Management NEW YORK

26

Bedrock GENEVA

27

Spudy & Co. Family Office HAMBURG

28

Fleming Family & Partners LONDON

29

Ascent Private Capital Management

(U.S. Bancorp) SAN FRANCISCO

30

Baker Street Advisors SAN FRANCISCO

31

FS Finance Suisse ZURICH

32

1875 Finance GENEVA

33

Bollard Group BOSTON

38

Gresham Partners CHICAGO

Synovus Family Asset Management
COLUMBUS, GEORGIA

28.2

13

682

26.0

440

24.4

240

23.6

16

2,121

18.5

13

258

16.5

13

1,623

13.7

13

357

13.1

206

13.0

25

314

13.0

21

420

11.2

31

94

10.0

12

314

8.4

52

8.4

19

110

8.3

116

8.0

14

82

7.9

19

95

10

6.9

22

60

$6.4

6.2

5.8

5.5

5.0

5.0

5.0

4.6

24

80

16

50

21

11

12

165

431

18

71

4.5 8

44

4.4 7

230

4.4 13

128

4.3 0

28

4.3 9

23

4.2 13

88

4.2 14

133

4.1 18

42

4.0 7

79

3.8 19

35

10

3.7 23

74

3.5 40

50

3.3 14

3.2 1

67

Clarfeld Financial Advisors TARRYTOWN, NEW YORK

Aspiriant LOS ANGELES

St. Louis Trust ST. LOUIS

45

Monitor Capital Partners ANTWERP, BELGIUM

46

Seven Post Investment Office SAN FRANCISCO

47

Ballentine Partners WALTHAM, MASSACHUSETTS

48

CV Advisors MIAMI

49

Signature. NORFOLK, VIRGINIA

50

Marcuard Family Office ZURICH

n FIRMS WITH GREATEST YEAR-OVER-YEAR GROWTH

RANK ACCORDING TO YOY GROWTH

Athena Capital Advisors LINCOLN, MASSACHUSETTS

44

Tolleson Wealth Management DALLAS

KEY

191

Federal Street Advisors BOSTON

42

Presidio Group SAN FRANCISCO

40

36.2

Laird Norton Wealth Management SEATTLE

37

617

Constellation Wealth Advisors NEW YORK

36

ST. LOUIS

25

37.4

TAG Associates NEW YORK

NA

335

ATAG Private & Corporate Services BASEL, SWITZERLAND

293

11

23

424

40.4

Whittier Trust SOUTH PASADENA, CALIFORNIA

>150

22

>2,2002

Commerce Family Office (Commerce Trust Co.)

NUMBER OF
FAMILIES

55.0

Silvercrest Asset Management Group NEW YORK

YOY %
CHANGE

10

44

Assets under advisement as of March 31 or most recent available.

The majority of family relationships are multigenerational.
Includes transfers from within the bank.
NA = not available.
Source: Bloomberg
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