Best Companies in the Family Office Industry

Alvarium Tiedemann | AlTi

Why This Company Has Been Nominated:
Staff members report that Alvarium Tiedemann | AlTi fosters a global and entrepreneurial culture rooted in a restless pursuit of excellence. Employees feel that leadership promotes integrity and intellectual curiosity, creating a stable environment where diverse perspectives are valued. They note competitive compensation and benefits, along with a commitment to finding better, innovative ways to serve clients. Team members suggest there is a strong sense of job security and clear opportunities for growth, all within a collaborative framework that champions social responsibility.

Ballmer Group

Why This Company Has Been Nominated:
Employees at Ballmer Group reportedly feel a strong sense of purpose, as the firm’s philanthropic mission is central to its identity and culture. Staff members suggest that leadership is deeply committed to social responsibility, which drives a collaborative and innovative work environment. They indicate that compensation and benefits are competitive, and the firm’s long-term focus provides a high degree of job security. Team members also note that the unique nature of the work offers significant opportunities for personal and professional growth while maintaining a healthy work-life balance.

Bessemer Trust

Why This Company Has Been Nominated:
Team members at Bessemer Trust often describe a collaborative culture where colleagues are motivated to support one another. Employees suggest that leadership’s unwavering client-first focus creates a stable and satisfying work environment with strong job security. They report that the firm offers exceptional benefits, competitive compensation, and clear pathways for professional growth. Staff also note a commitment to innovation in wealth management and a supportive approach to work-life balance, all guided by a deep sense of integrity and social responsibility.

Bezos Expeditions

Why This Company Has Been Nominated:
Employees at Bezos Expeditions reportedly thrive in a dynamic and forward-thinking environment driven by a venture capital mindset. Staff members suggest the culture is highly innovative and adaptable, offering unique opportunities for growth by working on cutting-edge investments. They indicate that leadership encourages intellectual curiosity and that the firm’s ambitious projects provide a strong sense of purpose. Team members also note that compensation and benefits are competitive, while the firm’s continued expansion in diverse sectors contributes to a feeling of job security.

Builders Vision

Why This Company Has Been Nominated:
Staff members at Builders Vision report that their work is guided by a powerful and authentic mission to build a humane and healthy planet. Employees suggest this purpose-driven culture, championed by leadership, fosters exceptional collaboration and innovation. They note that the firm’s commitment to social responsibility is integrated into every aspect of its work, creating high employee satisfaction. Team members also indicate strong compensation and benefits, a supportive work-life balance, and unique opportunities for professional growth within a stable and inspiring environment.

Cascade Investment

Why This Company Has Been Nominated:
Employees at Cascade Investment reportedly work within a culture that values intellectual curiosity, collaboration, and professional integrity. Staff members suggest that the firm is committed to diversity and inclusion, providing the resources and training needed for career growth. They note that leadership encourages community involvement, reflecting a strong sense of social responsibility. Team members also indicate that the firm offers competitive compensation, comprehensive benefits, and a stable environment that supports a healthy work-life balance and provides long-term job security.

Cerity Partners

Why This Company Has Been Nominated:
Team members at Cerity Partners describe an energetic and adaptable culture shaped by the firm’s strategic growth. Employees suggest that this dynamic environment creates significant opportunities for professional development and innovation. They report that leadership fosters a client-focused and collaborative atmosphere, contributing to high job satisfaction and a sense of security. Staff also note that the firm offers competitive compensation and benefits packages while supporting a reasonable work-life balance and upholding a commitment to social responsibility in its practices.

Cherng Family Trust Office

Why This Company Has Been Nominated:
Employees of the Cherng Family Trust Office report a supportive culture centered on a mission to inspire people to grow. Staff members suggest that leadership is committed to both professional development and community investment, fostering a strong sense of social responsibility and satisfaction. They indicate that the firm provides a comprehensive benefits package, competitive compensation, and a stable work environment that promotes job security. Team members also note a healthy work-life balance and an innovative approach to managing a diverse investment portfolio.

Corient Wealth

Why This Company Has Been Nominated:
Staff members at Corient Wealth highlight a unique and collaborative culture fostered by its Partner-ownership model. Employees suggest that leadership promotes integrity and innovation, creating an environment where their contributions are valued and their voices are heard. They report strong support for professional growth through mentorship and education, alongside competitive compensation and benefits. Team members also note a commitment to inclusivity and social responsibility, which contributes to high employee satisfaction, job security, and a positive work-life balance.

Cresset Family Office

Why This Company Has Been Nominated:
Employees at Cresset Family Office reportedly value a culture built on transparency, alignment, and a fiduciary commitment to clients. Staff members suggest that leadership champions community impact and social responsibility, which enhances job satisfaction. They indicate that the firm’s innovative and entrepreneurial spirit creates ample opportunities for growth. Team members also note that the supportive environment, combined with competitive compensation and benefits, fosters a sense of job security and allows for a sustainable work-life balance.

DFO Management

Why This Company Has Been Nominated:
Team members at DFO Management report that they work in a highly innovative and adaptable culture, influenced by its legacy in the technology sector. Employees suggest that this forward-thinking environment, guided by strong leadership, provides exciting opportunities for professional growth and problem-solving. They indicate that the firm offers competitive compensation and benefits, while its long-term investment horizon creates a sense of stability and job security. Staff also note a commitment to social responsibility and a work atmosphere that respects work-life balance.

Emerson Collective

Why This Company Has Been Nominated:
Employees at Emerson Collective suggest they are part of a uniquely purpose-driven culture that combines investing with a deep commitment to social justice. Staff members report that this mission, championed by leadership, fosters an innovative and collaborative environment where their work feels meaningful. They indicate that the firm’s focus on social responsibility is paramount, leading to high employee satisfaction. Team members also note competitive compensation and benefits, significant opportunities for growth, and a strong sense of job security.

Glenmede

Why This Company Has Been Nominated:
Staff at Glenmede describe a culture defined by its independent ownership and unwavering commitment to fiduciary values. Employees suggest that leadership fosters an inclusive and respectful environment, with a strong emphasis on diversity and sustainable investing. They report a healthy work-life balance, competitive compensation, and comprehensive benefits that contribute to high satisfaction and job security. Team members also note that the firm’s forward-thinking approach provides clear opportunities for growth and innovation while upholding its legacy of social responsibility.

Hillspire

Why This Company Has Been Nominated:
Employees at Hillspire report a culture that strongly emphasizes innovation and professional growth. Staff members suggest that leadership is supportive and actively helps them achieve their career goals within a stable and well-run organization. They indicate that the work is intellectually stimulating and that the firm’s commitment to preventing burnout supports a healthy work-life balance. Team members also note competitive compensation, solid benefits, and a sense of job security, all within a collaborative environment with a clear sense of social responsibility.

ICONIQ Capital

Why This Company Has Been Nominated:
Team members at ICONIQ Capital often highlight a culture built on trust, humility, and excellence. Employees suggest that leadership fosters an environment of uncommon care where integrity and diversity are core values, leading to high satisfaction. They report that the firm’s high-impact philanthropic work provides a deep sense of social responsibility and purpose. Staff also note exceptional benefits, competitive compensation, and significant opportunities for growth, all within a stable and innovative firm that respects work-life balance.

J.P. Morgan Private Bank

Why This Company Has Been Nominated:
Employees at J.P. Morgan Private Bank report that they benefit from the stability and extensive resources of a leading global financial institution. Staff members suggest this provides exceptional job security and a wide array of opportunities for career growth and development. They indicate that leadership is focused on delivering excellence and that the firm’s culture is both professional and collaborative. Team members also note competitive compensation, comprehensive benefits, a commitment to innovation, and a strong platform for social responsibility.

Merrill Private Wealth Management

Why This Company Has Been Nominated:
Staff members at Merrill Private Wealth Management frequently praise the firm’s strong emphasis on achieving a healthy work-life balance. Employees suggest the culture is collaborative and respectful, with leadership providing robust support for career advancement through professional development programs. They report comprehensive benefits, competitive compensation, and a high degree of job security. Team members also note that the firm is committed to innovation and fosters an inclusive environment with a clear focus on social responsibility.

Morgan Stanley Private Wealth Management

Why This Company Has Been Nominated:
Employees at Morgan Stanley Private Wealth Management report a culture guided by core values like "Do the Right Thing" and "Put Clients First." Staff members suggest that leadership is committed to employee well-being, offering extensive financial wellness programs and supporting a diverse and inclusive environment. They indicate that the firm’s global resources provide excellent job security and significant opportunities for growth. Team members also note competitive compensation, strong benefits, and a commitment to innovation and giving back to the community.

Mousse Partners

Why This Company Has Been Nominated:
Team members at Mousse Partners describe a culture of stability, discretion, and long-term perspective. Employees suggest that this approach, guided by consistent leadership, creates a high degree of job security and a satisfying work environment free from short-term pressures. They indicate that the firm offers competitive compensation and benefits. Staff also note that the focus on enduring value provides unique opportunities for deep, meaningful work and professional growth while respecting work-life balance and upholding its social responsibilities.

Pathstone

Why This Company Has Been Nominated:
Employees at Pathstone describe a culture built on core values of caring, openness, and teamwork. Staff members suggest that the firm’s "multi-generational promise" to clients translates into a stable and secure work environment with a long-term outlook. They report that leadership fosters innovation and provides strong benefits and competitive compensation. Team members also note a commitment to professional excellence and a proactive approach to problem-solving, all while maintaining a healthy work-life balance and a sense of social responsibility.

Pritzker Vlock Family Office

Why This Company Has Been Nominated:
Staff members at the Pritzker Vlock Family Office report an entrepreneurial and dynamic culture centered on building great companies. Employees suggest that the venture-style environment is highly innovative and provides exceptional opportunities for growth and hands-on involvement in investments. They indicate that leadership is passionate and accessible, fostering a collaborative atmosphere. Team members also note competitive compensation and benefits, a strong sense of job security due to its permanent capital base, and a mission-driven approach to social responsibility through its investments.

Rockefeller Capital Management

Why This Company Has Been Nominated:
Employees at Rockefeller Capital Management report a unique culture that blends a distinguished 140-year legacy with a modern, innovative, and collaborative spirit. Staff members suggest that leadership empowers them with autonomy and fosters an environment of integrity and excellence, leading to high satisfaction. They indicate strong job security, competitive compensation, and comprehensive benefits. Team members also praise the firm’s deep commitment to community care and social responsibility, as well as its focus on providing a healthy work-life balance and opportunities for growth.

Silvercrest Asset Management Group

Why This Company Has Been Nominated:
Team members at Silvercrest Asset Management Group describe a flexible and accessible work environment. Employees suggest that the culture allows for significant exposure to senior management and meaningful involvement in projects, creating valuable opportunities for growth. They report a comprehensive benefits package, competitive compensation, and a stable atmosphere that promotes job security. Staff also note that leadership supports a healthy work-life balance and that the firm operates with a strong sense of integrity and social responsibility.

Soros Fund Management

Why This Company Has Been Nominated:
Employees at Soros Fund Management report working in a highly institutional and intellectually stimulating environment. Staff members suggest that the culture is performance-driven and offers unparalleled opportunities for professional growth and learning from some of the brightest minds in finance. They indicate that leadership fosters innovation and adaptability in navigating complex global markets. Team members also note that the firm provides top-tier compensation and benefits, along with a strong sense of purpose derived from its influential philanthropic arm.

Stokes Family Office

Why This Company Has Been Nominated:
Staff members at Stokes Family Office highlight a culture defined by its client-first, relationship-building strategy. Employees suggest that the firm’s family-owned structure allows for a nimble and innovative mindset, free from outside pressures. They report that leadership is accessible and fosters a collaborative environment that values long-term thinking. Team members also note competitive compensation and benefits, a strong sense of job security, and a commitment to social responsibility, all while maintaining a healthy work-life balance and opportunities for growth.

UBS Private Wealth Management

Why This Company Has Been Nominated:
Employees at UBS Private Wealth Management report that the firm provides exceptional support for career development, especially through its extensive training resources and early talent programs. Staff members suggest that leadership empowers them to build their own businesses within a global framework, fostering an entrepreneurial spirit. They indicate that the firm offers strong job security, competitive compensation, and comprehensive benefits. Team members also note a commitment to innovation, diversity, and social responsibility, alongside flexible working options that support work-life balance.

Vulcan Inc.

Why This Company Has Been Nominated:
Team members at Vulcan Inc. describe a culture shaped by a legacy of innovation, exploration, and tackling complex, long-term challenges. Employees suggest that this unique mission provides unparalleled opportunities for meaningful and intellectually stimulating work. They indicate that leadership fosters a collaborative and forward-thinking environment. Staff also report competitive compensation and benefits, a strong sense of job security due to the firm’s long-term project horizons, and a deep commitment to social responsibility through its diverse initiatives.

Walton Enterprises LLC

Why This Company Has Been Nominated:
Employees at Walton Enterprises LLC report a culture of stability and support, backed by its position as the world’s largest family office. Staff members suggest that management is understanding of personal commitments, fostering an excellent work-life balance. They indicate that the firm offers a comprehensive benefits package, competitive compensation, and a high degree of job security. Team members also note that the organization’s scale provides significant opportunities for growth and that leadership operates with integrity and a commitment to social responsibility.

Waycrosse

Why This Company Has Been Nominated:
Staff members at Waycrosse describe a culture rooted in stability and a long-term perspective, reflecting its deep history. Employees suggest that this approach provides exceptional job security and a predictable, satisfying work environment. They indicate that leadership operates with integrity and a clear vision for preserving and growing wealth across generations. Team members also note that the firm offers competitive compensation and benefits, opportunities for steady professional growth, and a commitment to social responsibility consistent with its legacy.

Willett Advisors

Why This Company Has Been Nominated:
Employees at Willett Advisors report working in a dynamic, high-performance culture influenced by its founder’s legacy in finance and media. Staff members suggest that the environment is highly innovative and adaptable, offering unique opportunities to work on sophisticated investment strategies. They indicate that leadership is forward-thinking and fosters an intellectually stimulating atmosphere. Team members also note that the firm provides competitive compensation and benefits, strong job security, and a commitment to social responsibility through its associated philanthropic efforts.