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Which services multifamily offices list

How often each service appears in the profiles we wrote from firm websites and filings.

Profiles listing each service
Financial planning288Wealth management223Portfolio management211Family office services207Investment management184Multi-family office services120Selecting other advisers114Asset management111Estate planning100Investment advice87Tax planning85Investment advisory81Portfolio management for individua67Wealth planning64Family governance64

Source: MultiFamilyOffices.com profiles, summarized from firm websites and Form ADV. Counts describe our directory of 1,760 firms as of October 21, 2026. They are not a ranking and do not cover every firm in the world.

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