San Francisco Family Office

San Francisco Family Office

When it comes to wealth, San Francisco is one of the most popular destination for the rich. This makes San Francisco a natural fit for the family office industry on the West Coast. The following free guide to San Francisco Family Offices will help you better understand San Francisco family offices and provide you with resources to learn more about San Francisco family offices. You should also check out our 100% free book on family offices.

Introduction to San Francisco 

San Francisco is one of the biggest cities in California and serves as one of the top financial centres on the West Coast.  San Francisco has vibrant financial and banking sectors that help support its strong economy.  More generally, California is the largest state in America with more than 10 million people above the second most populated state.  California is also one of the biggest hubs for family offices as it is home to a high number of wealthy families and ultra-high-net-worth individuals.

Why San Francisco?

Besides being a very pleasant area for wealthy individuals to work or retire, California is also an attractive destination for businesses.  With the glamour of celebrity and the beauty of the region, many wealthy families and individuals live in California and family offices have sprung up to serve these clients.  Like New York, California is sure to always be a hub for wealthy families and therefore a top destination for family offices and wealth management firms.  San Francisco rivals Los Angeles as a premier destination for family offices and financial institutions in California.

Family Offices in San Francisco 

The United States has an estimated 500-1000 single-family offices and around 2500-3000 multi-family offices that manage $300 billion and $750 billion.  Although the highest proportion reside in New York, many family offices are in California to service the high number of wealth individuals and families across the California cities.

California, particularly Los Angeles and San Francisco, is home to many of the wealthiest people in America due to the fact that many celebrities, media personalities, actors and actresses, athletes and musicians reside in the area.  This is one big reason that family offices choose to focus on California and often headquarter in Los Angeles or a nearby city, or at least maintain an office in the region.
Although the financial crisis and subsequent recession have certainly had an impact on even the wealthiest in California, there is still a great demand for family offices in California.  The following is a collection of California family office resources:

The following is a collection of San Francisco family office resources:

San Francisco Family Office Resources Guide

San Francisco Family Office Resource #1: Here is a San Francisco Networking Event for Family Offices in San Francisco.

San Francisco Family Office Resource #2: This article gives an overview of the family office industry and explains briefly why California is such a popular destination.

San Francisco Family Office Resource #3: If you are looking for contact details of family offices in California and San Francisco you may want to consider using a Family Offices Database.  A Family Office Database provides you with the complete contact details for 100′s or sometimes even up to 1,000 global single and multi-family offices within an easy to use Excel spreadsheet format.  Learn more about this by clicking here. 

San Francisco  Family Office Resource #4: Here is the guide to California Family Offices.

San Francisco Family Office Resource #5: Here is a valuable report, titled “US Family Offices: Best Practices in Providing Financial Services to America’s Most Privileged Households.” 

San Francisco Family Office Resource #6: With the merger of two California-based wealth management firms, Kochis Fitz in San Francisco and Quintile Wealth Management in Los Angeles, one of the largest multi family offices in California emerged: Aspiriant.  Please note this is in no way an endorsement of this California family office but it is a very large family office headquartered in California.

San Francisco Family Office Resource #7: We have put together a guide to Los Angeles Family Offices that you can peruse here.

San Francisco Family Office Resource #8: Here are some California family office job listings.

Are you an employee or manager of a family office in San Francisco?  Then we’d like to keep in touch with you.  Simply send us an email at

Be sure to check out for our family office database and our free book on family offices.

Related Resources

Tags: San Francisco Family office, San Francisco Family offices, San Francisco family offices guide, guide to San Francisco family offices, family offices in San Francisco, San Francisco finance, San Francisco wealth management

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