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Family office. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth .
Multi-family office. A multi-family office ( MFO) is an independent organization that supports multiple families to manage their entire wealth. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of ...
Website. rcm .rockco .com. Rockefeller Capital Management ( RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming .
Bessemer Trust is a private, independent multi-family office that oversees more than $140 billion for over 2,500 families, foundations and endowments. Founded in 1907, the firm has its headquarters in New York City, with 19 regional offices elsewhere in the world.
Founder. Michael Dell. Headquarters. One Vanderbilt, New York City. Website. www .dellfamilyoffice .com. DFO Management (formerly MSD Capital) is an American family office that manages the capital of Michael Dell and his family. The firm, which is based in New York and has offices in Santa Monica and West Palm Beach, was formed in 1998.
Willett Advisors. Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. It is currently managed by Quadrangle Group co-founder Steven Rattner .
Website. ocfs .ny .gov. The New York State Office of Children and Family Services ( OCFS) is an agency of the New York state government within the Department of Family Assistance. [ 1][ 2] The office has its headquarters in the Capital View Office Park in Rensselaer. [ 3]
Ballmer Group is an American investment company based in Bellevue, Washington that serves as a family office to manage the wealth of Steve Ballmer, the former CEO of Microsoft. The purpose of Ballmer Group is to help children, especially those born into poor families, with economic mobility . Ballmer Group has a presence in southeast Michigan ...