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Forbes Family Trust
Multifamily office listing in New York, New York, United States.
Overview
Forbes Family Trust is a global multi-family office founded in 2009 and based in New York, with offices in Philadelphia and Palm Beach. It was founded to serve members of the Forbes family and later opened to other families and family offices. It specializes in alternative investments, asset allocation, portfolio construction and financial planning, and is a registered investment adviser and fiduciary.
Services
- Alternative investment advice
- Asset allocation
- Portfolio construction
- Financial planning
- Multi-family office services
Location
See more firms in New York and New York.
Sources and last checked
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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