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Largest Family Offices

Among Multi-Family Offices

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The Largest Family Offices By Total Assets: These are the largest in the U.S. among those that are multi-family offices. Under each name is its headquarters city and total client assets under management.

Bessemer Trust
New York
$51.6 billion

Wells Fargo Family Wealth
San Francisco
Comes from the purchase of Wachovia
$28.4 billion

Rockefeller & Co.
New York
Minority stake owned by Societe Generale of France
$25.0 billion

U.S. Trust Family Office
New York
A division of Bank of America
$23.9 billion

Harris myCFO
Chicago
Harris is owned by BMO Financial Group of Canada
$15.8 billion

GenSpring Family Offices
Palm Beach Gardens, Florida
Majority-owned by SunTrust
$15.6 billion

Hawthorn
Philadelphia
Other offices in Ohio, Delaware, Maryland and Florida
Subsidiary of PNC
$15.5 billion

Atlantic Trust
Atlanta
Owned by Invesco
Associated with investment advisory firms in Boston, Chicago and New York
$11.5 billion

Silvercrest Asset Management
New York, Boston and Charlottesville, Virginia
Employee-owned
$7.8 billion

Convergent Wealth Advisors
Rockville, Maryland
Part of City National Corp.
$7.0 billion

The Largest Family Offices By Average Client Size: These are the largest in the U.S. among those that are multi-family offices. Under each name is its headquarters city and the average assets under management per client.

Geller Family Office Services
New York
$278.4 million

Athena Capital Advisors
Lincoln, Massachusetts
$194.9 million

U.S. Trust Family Office
New York
$191.4 million

BNR Partners
Chicago
$171.4 million

Northern Trust
Chicago
$160.9 million

Atlas Brown
Louisville, Kentucky
$157.6 million

Lowenhapt Global Advisors
St. Louis
$144.7 million

Pepper International
New York
$143.8 million

The Lipson Group
Cleveland
$138.3 million

Wells Fargo Family Wealth
San Francisco
$111.4 million

Source: The Family Wealth Alliance, as reported in Barron's, 11/30/2009.

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