Family Office companies

Key Family Office Market Players:

Below is the list of some prominent players operating in the global family office market:

• UBS Global Family Office (Switzerland)
  • Company Overview
  • Business Strategy
  • Key Product Offerings
  • Financial Performance
  • Key Performance Indicators
  • Risk Analysis
  • Recent Development
  • Regional Presence
  • SWOT Analysis
• J.P. Morgan Private Bank (U.S.)
• Goldman Sachs Private Wealth Management (U.S.)
• BNP Paribas Wealth Management (France)
• Citibank Private Bank (U.S.)
• Northern Trust Global Family Office (U.S.)
• Bessemer Trust (U.S.)
• Stonehage Fleming (Jersey/UK)
• BNY Mellon Wealth Management (U.S.)
• Rockefeller Capital Management (U.S.)
• Glenmede Trust Company (U.S.)
• HSBC Private Banking (U.K.)
• Banco Pictet (Switzerland)
• Brown Brothers Harriman Family Office Services (U.S.)
• Evercore Family Office Services (U.S.)

The global family office market is extremely competitive, which is leveraging a mix of large global banks, private wealth managers, and specialized multi-family office firms that are constantly striving to offer services across various jurisdictions. Pioneering companies such as UBS Global Family Office and J.P. Morgan Private Bank are deeply emphasizing international networks and digital platforms to attract ultra-high-net-worth families. UBS Group AG in May 2024 announced that it had completed the merger of UBS AG and Credit Suisse AG by consolidating all rights, obligations, and clients of Credit Suisse under UBS. Besides this strategic integration aims to migrate clients onto unified UBS platforms, thereby unlocking cost, capital, funding, and tax efficiencies.  Hence, the merger strengthens UBS’s global wealth management and family office services, further enhancing operational scale, client reach, and investment capabilities in the ultra-high-net-worth segment.

Corporate Landscape of the Family Office Market:

• UBS Global Family Office operates one of the most established global family office platforms, which offers wealth planning, investment management, estate, and governance solutions across multiple regions. The company has a deep expertise and a strong international network, and it delivers integrated reporting and consolidated investment management for family office clients. Hence, UBS’s digital emphasis reflects its strategy to blend high-touch advisory with innovative technology, hence attracting a wider audience group.
• J.P. Morgan Private Bank is yet another dominant force in this field, which provides suitable family office services built on its global investment platform, concierge wealth planning, and estate advisory. Besides, the organization has pursued strategic expansions to bolster its family office offerings, which include acquiring family office advisory units to enhance research and investment capabilities.  Thus, this underscores its priority on scaling advisory depth by reinforcing bespoke solutions.
• Goldman Sachs Private Wealth Management is well known for its investment management expertise, and it integrates traditional family office services with private markets access, governance tools, and advisory partnerships. The firm also co-develops enhanced advisory services and platforms directed at family offices, thereby emphasizing innovation in governance and investment research. Therefore, this aligns with a broader strategy of client relationships and broadening service breadth.
• Rockefeller Capital Management deliberately combines legacy family office heritage with modern strategic advisory and wealth management services. The company is highly focused on personalized service, governance support, and multi-generational planning. In addition, Rockefeller’s brand strength and client focus position it in a competitive landscape where bespoke, trust-centered advisory is increasingly valued by UHNW families.
• Bessemer Trust is a frontrunner in this field and is a leader in terms of independent multi-family office managing wealth, fiduciary, and investment solutions for affluent families and institutions. The company has over a century of history, and it emphasizes customized investment strategies and deep client relationships. Furthermore, Beesemer’s regional presence and focus on wealth preservation and governance services anchor its competitive positioning in the market.