How we list firms

Who is included

We list firms that describe themselves as a multifamily office, or that offer family office services, virtual family office services or help families set up a family office. Some listed firms are wealth managers that serve family offices. Listing is free and does not depend on payment.

Where the facts come from

1. The Family Office Club research database (2026 edition).
2. Each firm's own website, read on October 21, 2026.
3. SEC Form ADV data for US registered advisers (assets under management, client types, services, fee types, offices, employees, registration). Regulatory disclosure items are outside the scope of these profiles.

How profiles are written

Summaries are written in our own words from those sources. We do not copy firm marketing text. Each profile lists its sources and the date it was last checked.

No rankings

Firms are sorted by location and listed alphabetically. We do not rate, rank or recommend any firm.

Corrections

Any firm can claim or correct its profile. We aim to review requests within 5 business days.