The firms below appear in no particular order. This list does not constitute a ranking, endorsement, or recommendation, and inclusion does not imply any affiliation with the firms listed.

Families holding assets across entities, trusts, and several jurisdictions often reach a point where one advisor cannot reasonably track everything. A shared family office structure brings investment oversight together with tax, estate, and administrative work under a single arrangement, so the professionals involved operate from one set of facts.

The firms below each describe some version of that model in their own published material. Scope, minimums, and staffing differ considerably between them. Reading a firm’s own material alongside its regulatory filings gives a more reliable basis for comparison.

1.     Whittier Trust

Whittier Trust describes itself on its website as the oldest multifamily office headquartered on the West Coast. Its published service areas cover investment management, family office work, trust services, philanthropy, and real estate, and the site lists a Nevada-based service it calls The Nevada Advantage.

2.    Pathstone

Pathstone operates as Pathstone Family Office LLC and describes itself in its Form ADV as an integrated wealth management organization. It provides discretionary and non-discretionary investment advisory services covering manager sourcing and selection, asset allocation, and portfolio construction, alongside professional services that include tax preparation, estate planning, bill pay and cash management, and philanthropic management. Its stated clients include ultra-high-net-worth families and their trusts and estates, single-family offices, and endowments and foundations. Investment advisory portfolios generally start at $10 million or more.

3.    Neil Jesani Wealth Management, LLC

Neil Jesani Wealth Management, LLC is a fee-only, SEC-registered investment adviser operating as a multi-family office for ultra-high-net-worth families. It works with clients who meet a $10 million portfolio minimum and is paid by those clients rather than through commissions on products. Its investment work covers public market exposure alongside private equity, private credit, venture capital, private infrastructure, real estate, and hedge fund strategies.

Private holdings are limited to clients who meet applicable eligibility requirements. Equity compensation planning for founders and executives is a stated focus, covering restricted stock units, incentive stock options, and concentrated positions. Tax, Estate Planning, and Asset Protection Services are offered through Neil Jesani Advisors, Inc., which is related to Neil Jesani Wealth Management through common ownership, but is a separate legal entity that does not provide investment advisory services. Tax and other services are provided through a separate agreement with Neil Jesani Advisors, Inc. Registration with the SEC does not imply a certain level of skill or training.

4.    BBR Partners

BBR Partners is a registered investment adviser and lists offices in New York, San Francisco, and Chicago. Its website states that the founders built their careers at corporate investment firms before creating an independent model serving wealthy families exclusively. Published services fall into three areas: investment management, wealth advisory, and portfolio administration. The firm names entrepreneurs, business owners, leaders, and families as clients.

5.    Glenmede

Glenmede describes itself as a boutique wealth and investment manager, privately owned and independent, and says it has served clients for more than 70 years. Published service areas include wealth planning and advice, investment management, trust and estate planning, and philanthropy and wealth education. The site also lists family office services and a Delaware trust line. Clients named include individuals and families, business owners, foundations, endowments, and financial intermediaries.

6.    Silvercrest Asset Management

Silvercrest Asset Management describes family office services in its Form ADV for families and select institutional investors, covering bill payment, recordkeeping for personal accounts, tax preparation, financial planning, and consolidated reporting. The brochure also reports on reporting, tax, and family office work provided for assets held outside its discretionary and non-discretionary mandates. Risk analytics, including due diligence and custom portfolio advisory support, are described as a service to institutional investors. The firm names families as its primary clientele, alongside endowments, foundations, and other institutional investors.

7.    Oxford Financial Group

Oxford Financial Group describes itself as privately owned and independent, and publishes a co-fiduciary, fee-only business model. Its tagline references working with owners, families, and institutions for more than 45 years. The firm states that it is one of the largest independent registered investment adviser firms in the country. Published lines include investment advisory, family office services, private family services, an affiliated trust company, institutional consulting, and wealth management. Seven offices are listed on its website, across Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis, and Palm Beach.

8.    Rockefeller Capital Management

According to its website, Rockefeller Capital Management’s principles were shaped by over 140 years working alongside members of the Rockefeller family. Its public material emphasizes that history and what it calls access to a network of opportunities not commonly found elsewhere, rather than setting out an itemized service list. Its Form ADV sets out service and fee detail.

How to Compare These Firms

Published descriptions are a starting point rather than an answer. Service lists vary in how they are grouped, which can make two firms doing similar work look different on paper. Four points are worth establishing directly with any provider. How the firm is compensated and whether anything beyond client fees is received. Which institution holds the assets. Who manages the relationship day to day once onboarding ends. Whether tax and estate work is performed in-house or coordinated with outside professionals, and under what legal entity.

Each appears in the advisory agreement or the Form ADV, which carry more weight than a web page.

Narrowing the Field

A shortlist of three or four firms is usually enough, since beyond that the comparison tends to turn on presentation rather than substance. Families generally get further by matching a provider to their situation than by chasing the longest service list. A household with a concentrated stock position and a pending sale needs something different from one managing distributions from a mature operating company. The firm that suits the first may not suit the second.

This article is for informational purposes only and does not constitute investment, tax, or legal advice. Descriptions of other firms are drawn from their own published materials and regulatory filings and are current as of the date of writing.