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    Family Office

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    Turcan Ciprian Sebastian
    This document lists the top 50 family offices based on assets under advisement (AUA) as of December 31. The family office with the highest AUA is HSBC Private Wealth Solutions with $123.6 billion across 297 families, while Northern Trust has the most number of families at 4,101 with $90 billion in AUA. The table provides information on the main office locations, AUA amounts, year-over-year percentage changes in AUA, and number of families served for each of the top 50 family offices.

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    Family Office

    Uploaded by

    Turcan Ciprian Sebastian
    675 views1 page
    This document lists the top 50 family offices based on assets under advisement (AUA) as of December 31. The family office with the highest AUA is HSBC Private Wealth Solutions with $123.6 billion across 297 families, while Northern Trust has the most number of families at 4,101 with $90 billion in AUA. The table provides information on the main office locations, AUA amounts, year-over-year percentage changes in AUA, and number of families served for each of the top 50 family offices.

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    This document lists the top 50 family offices based on assets under advisement (AUA) as of December 31. The family office with the highest AUA is HSBC Private Wealth Solutions with $123.6 billion across 297 families, while Northern Trust has the most number of families at 4,101 with $90 billion in AUA. The table provides information on the main office locations, AUA amounts, year-over-year percentage changes in AUA, and number of families served for each of the top 50 family offices.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    675 views1 page

    Family Office

    Uploaded by

    Turcan Ciprian Sebastian
    This document lists the top 50 family offices based on assets under advisement (AUA) as of December 31. The family office with the highest AUA is HSBC Private Wealth Solutions with $123.6 billion across 297 families, while Northern Trust has the most number of families at 4,101 with $90 billion in AUA. The table provides information on the main office locations, AUA amounts, year-over-year percentage changes in AUA, and number of families served for each of the top 50 family offices.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    The Top 50 Family Offices

    Firm Name
    MAIN OFFICE LOCATION(S)
    AUA, in
    Billions*
    YOY %
    Change
    Number of
    Families**
    1
    HSBC Private Wealth Solutions
    GENEVA, LUGANO AND ZURICH $123.6 21% 297
    2 Northern Trust CHICAGO $90.0 8% 4,101
    3 BNY Mellon Wealth Management NEW YORK $64.5 1% 424
    4 Bessemer Trust NEW YORK $62.4 1% 2,100
    5 Pictet GENEVA $57.3 3% >50
    6 UBS Global Family Office ZURICH $37.3 NA 125
    7
    Wilmington Trust (M&T Bank)
    WILMINGTON, DELAWARE $31.9 6% 306
    8 Abbot Downing (Wells Fargo) MINNEAPOLIS $30.6 12% 597
    9 U.S. Trust (Bank of America) NEW YORK $29.6 3% 163
    10 Hawthorn (PNC Financial) PHILADELPHIA $21.3 9% >550
    11 Rockefeller Financial NEW YORK $21.0 14% 238
    12 Glenmede PHILADELPHIA $20.5 3% 163
    13
    Atlantic Trust Private Wealth Management
    (Invesco) ATLANTA $17.9 6% 2,212
    14
    GenSpring Family Offices (affiliate of SunTrust
    Banks) JUPITER, FLORIDA $17.5 12% 654
    15
    Harris myCFO (BMO Financial Group)
    PALO ALTO, CALIFORNIA $16.1 13% 239
    16 Oxford Financial Group CARMEL, INDIANA $12.1 17% 76
    17 Veritable NEWTOWN SQUARE, PENNSYLVANIA $10.3 2% 193
    18 Silvercrest Asset Management NEW YORK $10.2 8% 116
    19
    Frankfurt Family Office (Deutsche Bank)
    FRANKFURT $9.8 0% 50
    Johnson Investment Counsel CINCINNATI $9.8 2% NA
    21 Whittier Trust SOUTH PASADENA, CALIFORNIA $9.0 9% 275
    22 TAG Associates NEW YORK $6.8 1% 20
    23
    Ballentine Partners WALTHAM,
    MASSACHUSETTS $6.6 12% 62
    24 Commerce Family Office ST. LOUIS $6.5 10% 75
    Tiedemann Wealth Management NEW YORK $6.5 5% 90
    26 BBR Partners NEW YORK $5.7 7% 79
    27 McCutchen Group SEATTLE $5.2 2% 4
    Spudy & Co. Family Office HAMBURG $5.2 8% 70
    29 1875 Finance GENEVA $5.1 13% 3
    30
    Athena Capital Advisors LINCOLN,
    MASSACHUSETTS $4.4 28% 28
    Baker Street Advisors SAN FRANCISCO $4.4 7% 30
    32 Constellation Wealth Advisors NEW YORK $4.3 13% 200
    33 Kanaly Trust HOUSTON $4.0 0% 245
    34 Presidio Group SAN FRANCISCO $3.9 3% 23

    Synovus Family Asset Management


    COLUMBUS, GEORGIA $3.9 2% 31
    36 Federal Street Advisors BOSTON $3.8 9% 28
    Marcuard Family Office ZURICH $3.8 8% 45
    38
    Clarfeld Wealth Strategists & Financial
    Confidantes TARRYTOWN, NEW YORK $3.7 6% 300
    Gresham Partners CHICAGO $3.7 25% 70
    Pitcairn JENKINTOWN, PENNSYLVANIA $3.7 7% 42
    41 Signature NORFOLK, VIRGINIA $3.6 36% 45
    42 Monitor Capital Partners ANTWERP, BELGIUM $3.3 11% 74
    43 St. Louis Trust ST. LOUIS $2.9 6% 39
    Sand Aire LONDON $2.9 15% 17
    45
    Ascent Private Capital Management
    (U.S. Bancorp) SAN FRANCISCO $2.8 NA 35
    46 Bollard Group BOSTON $2.6 NA 8

    Financial Management Partners


    CLAYTON, MISSOURI $2.6 30% 140
    Threshold Group GIG HARBOR, WASHINGTON $2.6 11% 59
    49 Vogel Consulting BROOKFIELD, WISCONSIN $2.5 3% 24
    50 Tolleson Wealth Management DALLAS $2.4 0.1% 103
    5
    8
    K
    E
    Y
    = Firms with greatest year-over-year growth # = Rank according to YOY growth
    6
    9

    3
    9

    4
    1
    7
    2
    *Assets under advisement as of Dec. 31. Source: Bloomberg
    **Multigenerational families.
    NA indicates gures not available.

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