$18.4B AUA¹
239 employees, 18 offices

Guided by its intense dedication to the fiduciary standard, Modera immerses clients in a highly personalized service experience. The firm is building on its 40-year track record to drive rapid, systematic growth.

$22B AUM²
82 employees, 2 offices

Offit Capital is a leading multi-family office with locations in New York and Los Angeles. Offit delivers customized investment management services to help wealthy individuals and families, endowments and foundations meet their long-term financial objectives.

$185B AUA³
775 employees, 23 offices

One of the most sophisticated multi-family offices in the US, Pathstone has built a tech-enabled platform, seasoned leadership team, and deep roster of client advisory experts. The result is an unrivaled experience for family office and UHNW clients.

$9.4B AUM⁴
104 employees, 5 offices

Plancorp combines meticulous planning with an evidence-based investing methodology to help high net worth, family office and institutional clients achieve their ambitions. Founded in 1983, the firm has successfully transitioned ownership to its second generation of leaders who are guiding the firm into a new phase of dynamic growth and evolution.

$6.4B AUM⁵
81 employees, 2 offices

A nationally-revered multi-family office, WMS Partners was founded in 1993 and merged with Homrich Berg in 2025. The firm delivers a tightly integrated suite of offerings to UHNW clients, including customized wealth management, investment advisory services, private investing and estate planning. TRIA exited this investment in January 2025.