About Forbes Family Trust
Forbes Family Trust is a Financial Services company based in New York (United States) founded in 2009. Functions as a multi-family office providing wealth management solutions. It operates on a B2B model. Forbes Family Trust has completed 1 acquisition, including Optima. Its focus areas include Finance, Wealth Management, Family Offices and Investment Services. Similar companies include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners; 2 of its 3 listed similar companies have raised funding.
Company details
Forbes Family Trust functions as a multi-family office providing wealth management solutions through finance, managing wealth portfolios, family offices, and investment services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters New York, United States
- SectorsFinancial Services
- Website forbesfamilytrust.com
- Investments & Acquisitions
Investments & Acquisitions by Forbes Family Trust
Forbes Family Trust has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Optima.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Optima Asset Management is focused on alternative investment solutions. | optima.com | New York, United States | 2019 | Apr 2019 | •••• |
Complete acquisition details for Forbes Family Trust
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Timeline of Forbes Family Trust
2 dated milestones of Forbes Family Trust across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Forbes Family Trust is founded.
- Acquisition Acquires Optima.
Similar companies to Forbes Family Trust
Forbes Family Trust has 3 listed similar companies in our database, 2 of them funded. They include Rockefeller Capital Management, Pathstone Federal Street and Stonehage Fleming Family & Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services | ||
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. |
Detailed similar companies of Forbes Family Trust
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Top companies in Single Family Offices
3 companies that operate in the same segment as Forbes Family Trust (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Forbes Family Trust
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Frequently Asked Questions about Forbes Family Trust
Forbes Family Trust was founded in 2009.
Forbes Family Trust is headquartered in New York, United States. It is registered at New York, New York, United States.
Forbes Family Trust functions as a multi-family office providing wealth management solutions through finance, managing wealth portfolios, family offices, and investment services. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Forbes Family Trust's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Forbes Family Trust has made 1 acquisition, including Optima.