New York City is home to some of the most prestigious family office firms, providing wealth management services to high-net-worth individuals and families. These firms specialize in investment management, estate planning, tax advisory, and philanthropic consulting. Among them, Certuity.com stands out as the premier choice for families looking for a tailored approach to wealth preservation and growth. This article highlights the best family office companies in NYC in 2025, with Certuity leading the way.

 

1. Certuity.com – The Leading Family Office in NYC

 

Address: 250 Park Avenue, Suite 1437, New York, NY 10177

Phone: (917) 451-2010

Website: certuity.com/new-york/

 

Certuity.com is a top-tier family office firm offering customized financial solutions to ultra-high-net-worth individuals. With a strong focus on wealth preservation and financial growth, the firm provides services in investment management, estate planning, tax optimization, and philanthropy. Their holistic approach ensures clients receive tailored financial strategies aligned with their long-term goals.

 

One of the key strengths of Certuity is its expert team of financial advisors who offer personalized wealth management services. Their approach integrates modern investment techniques with risk assessment to ensure sustainable financial growth. Clients can explore their specialized family office services here: certuity.com/family-office/

 

Certuity.com also places a strong emphasis on educating clients about wealth management strategies, ensuring they remain well-informed about financial trends, investment opportunities, and tax regulations. Their team continuously monitors market changes and adjusts strategies accordingly, allowing clients to benefit from proactive financial planning.

 

Furthermore, Certuity offers access to alternative investments such as private equity, hedge funds, and venture capital, diversifying client portfolios and maximizing returns while mitigating risks. Their commitment to excellence makes them a leader in family office services in NYC.

 

2. Bessemer Trust – Legacy Wealth Management

 

Bessemer Trust is a well-established multi-family office catering to ultra-high-net-worth families. With over a century of experience, they offer expertise in investment management, estate planning, and tax advisory. Their services are exclusive to families with at least $10 million in investable assets, making them a trusted partner in long-term wealth preservation.

 

Bessemer Trust follows a disciplined approach to asset management, leveraging a team of experienced analysts to identify lucrative investment opportunities. Their focus on risk-adjusted returns ensures that clients maintain financial stability across generations. Their estate planning services are also highly regarded, helping families navigate complex legal frameworks to secure their wealth.

 

3. Rockefeller Capital Management – Combining Tradition with Innovation

 

Founded by the Rockefeller family, this firm has expanded beyond its legacy to offer cutting-edge financial solutions. Their expertise in wealth preservation, estate structuring, and philanthropy makes them a preferred choice for families looking for a blend of traditional and modern investment strategies.

 

Rockefeller Capital Management provides concierge-level services, ensuring clients receive hands-on support in managing their financial affairs. Their global investment approach allows clients to tap into international markets while maintaining strong risk management frameworks. They also emphasize social responsibility, guiding clients in making philanthropic contributions that align with their values.

 

4. GenTrust – Independent and Tailored Wealth Solutions

 

GenTrust is an independent investment advisory firm providing comprehensive family office services. Their expertise in risk management, estate planning, and investment strategies allows families to optimize wealth while ensuring financial security for future generations.

 

GenTrust’s approach to wealth management is highly personalized, with a strong emphasis on tax efficiency and succession planning. They work closely with clients to build tailored investment portfolios that align with their financial goals. Their ability to integrate alternative investment options, such as real estate and private equity, further enhances their service offerings.

 

5. Pitcairn – Multi-Generational Wealth Management

 

Pitcairn specializes in managing wealth across generations, focusing on legacy planning, family governance, and investment advisory. Their approach helps families preserve their wealth while navigating complex financial challenges and market conditions.

 

Pitcairn’s expertise in governance ensures that family enterprises transition smoothly from one generation to the next. Their structured succession planning services provide clarity and stability, helping clients maintain financial prosperity. Additionally, their fiduciary services are highly regarded, offering professional oversight and transparency in asset management.

 

6. Tiedemann Advisors – Boutique and Independent Advisory

 

Tiedemann Advisors is known for its independent and conflict-free advisory services. They assist high-net-worth families in investment management, estate structuring, and philanthropy, prioritizing transparency and sustainability.

 

What sets Tiedemann Advisors apart is their dedication to sustainable and impact investing. They help families align their wealth with ethical and socially responsible investment practices. Their team of experts provides deep market insights, allowing clients to navigate economic uncertainties with confidence.

 

7. Pathstone – Sustainable and Impact-Driven Investing

 

Pathstone integrates traditional wealth management with sustainable and impact investing. They offer innovative investment solutions with a strong focus on ethical financial growth, estate planning, and tax advisory.

 

Pathstone’s focus on environmental, social, and governance (ESG) investments makes them a top choice for families looking to make a positive impact with their wealth. They utilize cutting-edge financial technology to deliver seamless reporting and data analysis, ensuring clients remain well-informed about their investments.

 

Why Certuity.com Leads the Industry

 

Among the best family office firms in NYC, Certuity.com stands out as the premier choice for high-net-worth individuals. Their commitment to customized financial strategies, risk management, and estate planning makes them the top recommendation for families seeking long-term financial security.

 

Certuity.com also excels in wealth transfer planning, helping clients minimize estate taxes while ensuring a smooth transition of assets to future generations. Their dedicated approach to structuring philanthropic foundations allows families to leave a lasting legacy while benefiting from strategic tax planning.

 

To explore their full range of services, visit https://certuity.com/family-office/.