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

1

HSBC Private Wealth Solutions    HONG KONG

$143.5

3

334

2

Northern Trust   CHICAGO

116.4

3

4,340

3

Citi Private Bank    NEW YORK

100.5

8

NA

4

Bessemer Trust    NEW YORK

96.6

10

5

BNY Mellon Wealth Management    NEW YORK

81.2

6

UBS Global Family Office

67.6

  ZURICH, LONDON, SINGAPORE, HONG KONG, NEW YORK

7

Pictet   GENEVA

8

CTC | myCFO (BMO Financial Group)    CHICAGO

9

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

–7

440

24.4

9

240

23.6

16

2,121

18.5

13

258

16.5

13

1,623

13.7

–13

357

13.1

6

206

13.0

25

314

4

13.0

21

420

8

11.2

31

94

2

10.0

12

314

8.4

5

52

8.4

19

110

8.3

4

116

8.0

14

82

7.9

19

95

10

6.9

22

60

7

$6.4

6.2

5.8

5.5

5.0

5.0

5.0

4.6

24

80

5

16

50

21

11

6

12

0

8

9

165

3

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

6

3.5 40

50

1

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

9

Presidio Group    SAN FRANCISCO
40

36.2

Laird Norton Wealth Management   SEATTLE

37

617

Constellation Wealth Advisors    NEW YORK

36

9

  ST. LOUIS

25

3

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

8

>150

22

>2,2002

–4

Commerce Family Office (Commerce Trust Co.) 

NUMBER OF
FAMILIES

55.0

Silvercrest Asset Management Group    NEW YORK

YOY %
CHANGE

10

8

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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