$150B AUA¹
700 employees, 21 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.

$16.5B AUA²
220 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.

$7.0B AUM³
86 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 AUM⁴
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.