The Largest Single Family Offices

• Exchange Funds vs. 351 ETFs: How Founder Families Diversify Without a Tax Bill

  How Section 721 exchange funds, Section 351 ETF seeding, charitable remainder trusts and direct indexing let founder families diversify concentrated stock, and what the IRS's September 2026 guidance changes for advisers.

  21 min read
• The SEC Family Office Exclusion After Archegos: What Family Offices Still Disclose

  What Rule 202(a)(11)(G)-1 exempts and what it does not: 13F, 13D/13G after the 2023 amendments, Section 16, Form 13H, Form PF, Form SHO and withdrawn swap reporting, with Archegos as the case study.

  20 min read
• Raising Capital from Single Family Offices: A Field Guide for Alternatives Managers

  How single family offices actually decide, how they differ from endowments and RIAs as LPs, the Reg D, accredited investor, broker-dealer and marketing rule guardrails, and a step-by-step research and outreach process.

  20 min read

What is a single family office?

A single family office (SFO) is a private organization that manages the wealth of one ultra-high-net-worth family. Unlike a registered investment adviser, an SFO serves only its own family, files no SEC Form ADV and reports no client accounts; only offices managing $100 million or more in listed U.S. securities file quarterly 13F holdings — so public data is limited and AUM figures are third-party estimates.

These profiles focus on what can be documented: the founding family, headquarters, estimated assets, and structure. See our data methodology for how the figures are sourced.