This guide features ten of the most reputable family office advisory firms worldwide. These institutions provide strategic wealth planning, succession structuring, and global residency guidance to ultra-high-net-worth families.
Selecting the right family office advisor is critical to long-term wealth preservation. In 2025, demand has grown for advisory firms that combine traditional investment management with global mobility solutions, cross-border taxation, and legacy planning.
Here are ten notable players in the field:
- Cambridge Associates (USA): Independent investment consulting with global reach.
- Stonehage Fleming (UK): Focuses on cross-border families, with offices in Europe and South Africa.
- LGT Private Banking (Liechtenstein): Owned by royal family, trusted by European dynasties.
- Whittier Trust (USA): West Coast-focused, known for its personalized service.
- Citi Private Bank Global Family Office: Extensive global infrastructure and client segmentation.
- HSBC Global Private Banking: Strong in Asia, especially for family migration planning.
- UBS Global Family Office Group: Offers integrated investment, tax, and philanthropic services.
- Campden Wealth Advisory (UK): Focused on benchmarking and multi-generational education.
- WE Family Offices (USA): Independent and conflict-free model.
- Rothschild & Co (Switzerland): Legacy-driven wealth advisory with conservative strategies.
Each firm offers unique strengths—from investment performance to cross-border legal navigation. Selecting the right advisor often depends on a family’s jurisdictional exposure, asset profile, and intergenerational goals.
FAQs:
- Q: What services do family office advisors typically provide? A: Investment management, estate planning, tax optimization, governance, and concierge support.
- Q: Are all family office firms suitable for non-US clients? A: No. Some focus on domestic markets; others specialize in international structuring.
- Q: Should I choose a bank-affiliated or independent advisor? A: It depends on your preference for infrastructure versus personalized service.
- Q: What is a multi-family office (MFO)? A: An MFO serves multiple families under one roof, offering shared resources and economies of scale.
- Q: How do these firms charge fees? A: Typically a mix of AUM-based fees, fixed retainers, or success-based incentives.
User Comments:
- DynastyTrustor: “Stonehage’s understanding of cross-border family structures is top-notch.”
- PrivateCapitalAsia: “LGT is excellent for European families with privacy concerns.”
- WealthFirstGen: “We selected WE Family Offices because of their independence.”
- LegacyPlannerHK: “Citi GFO’s concierge service is great but pricey.”
- FamilyOfficeNext: “Governance support is the most underrated service—most people miss it.”
Editor's Note:
The family office landscape is evolving rapidly. Choosing the right advisor is not just about investment—it’s about values alignment, legacy, and global flexibility. Always vet the firm's independence, regulatory jurisdiction, and cultural fit.
(Editors: admin)