Locations

12 family offices serving some of the world's wealthiest families

  • Our 12 family offices, on average, each serve fewer than 30 client families and staff 9 local professionals.
  • Each office is led by seasoned industry leaders and staffed with highly experienced and credentialed professionals, including family investment officers, family wealth advisors and technical and administrative support.
  • We focus on advising client families in their financial lives and continually bringing them compelling wealth management opportunities from around the world.

Atlanta, GA
One Riverside Building
4401 Northside Parkway
Suite 120
Atlanta, GA 30327
404.419.3260

Charlotte, NC
4777 Sharon Road
Suite 520
Charlotte, NC 28210
704.887.1300
(toll free) 866.515.7478

Greenwich, CT
Four Greenwich Office Park
Greenwich, CT 06831
203.661.6616

Los Angeles, CA
1999 Avenue of the Stars
Suite 2500
Los Angeles, CA 90067
310.595.3856

Miami, FL
777 Brickell Avenue
Suite 210
Miami, FL 33131
305.728.3838

Nashville, TN
401 Commerce Street
Suite 2600
Nashville, TN 37219
615.748.4007

New York, NY
610 Fifth Avenue
Suite 404
Rockefeller Center
New York, NY 10020
212.405.4795

Orlando, FL
200 South Orange Avenue
Suite 105
Orlando, FL 32801
407.581.6900

Palm Beach, FL
150 South US Hwy 1
Suite 400
Jupiter, FL 33477
561.354.2550

Sarasota, FL
1777 Main Street
Suite 801
Sarasota, FL 34236
941.487.3600

Tampa, FL
401 E. Jackson Street
Suite 1800
Tampa, FL 33602
813.619.4140

Washington, DC
The Chase Tower
4445 Willard Avenue
Suite 1010
Chevy Chase, MD 20815
240.482.1400