May 29, 2025
Aspiriant News
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Within our Exclusive Family Office (EFO) at Aspiriant, we do more than manage wealth — we walk alongside families through some of life’s most meaningful transitions and financial complexities. So when our EFO was named the winner in the multi-family office category ($5 billion to $15 billion in assets under management and assets under advisement) at the 2025 Family Wealth Report Awards, it was a proud and affirming moment for our team.
The award, judged on factors like client experience, independence, service offerings and long-term continuity, recognized the care and clarity we bring to multigenerational wealth planning. Judges specifically noted Aspiriant’s strong growth while maintaining independence through our 100% employee-owned model, the breadth of our in-house services and our high Net Promoter Score (NPS). Together, these elements reflect our focus on client intimacy and long-term alignment.
When ultra-high-net-worth families are seeking a multi-family office fiduciary partner to help navigate their financial complexity, including liquidity events, generational transitions or complex planning needs, confidence and clarity are critical.
Being named a winner in the Family Wealth Report Awards is meaningful not just for our team but for the families we serve. The Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
For families evaluating their options for the best multi-family offices the firms listed in the Family Wealth Report awards serve as a starting point for consideration.
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“We’re honored to be recognized among the top multi-family offices. This award reflects the heart of our work—putting families first, thinking long-term and delivering services rooted in care, clarity and independence.”
— Lisa Colletti CFP®, JD |
Aspiriant’s Exclusive Family Office offers the deeply personal, holistic care of a single family office combined with the institutional strength and efficiency of a multi-family structure.
As one of the pioneers in the multi-family office space, we provide a comprehensive, integrated approach to wealth management. Our in-house team, many of whom have been with Aspiriant for more than two decades, delivers tailored services across financial planning, investment management, tax strategy, estate planning, philanthropy, risk management, family governance and education, as well as accounting, banking and enhanced reporting.
In a fall 2024 client experience survey conducted by Family Wealth Alliance, Aspiriant earned an NPS of 79 among our ultra-high-net-worth clients who responded to the survey invitation.¹ This score places us in the “excellent” range of client satisfaction for the survey and reflects the confidence many of our clients have in the guidance and care provided by our Exclusive Family Office team. While no survey captures every voice, this result gives us a valuable view into how our clients who responded to the survey feel about the relationship, support and clarity they receive.
As a 100% employee-owned firm, we are structured for long-term alignment. Our focus on talent development and thoughtful succession planning helps ensure your family is supported now and for generations to come.
Families we work with can benefit from our integrated approach to wealth management. But when you become part of our Exclusive Family Office, you may benefit from a deeper level of coordination, insight and support — tailored for the most complex financial lives.
| We serve ultra-high-net-worth families coast-to-coast from our family office hubs in Los Angeles, San Francisco, Orange County and New York. Whether you’re looking for a multi-family office in Southern California or a fiduciary partner in New York, our Exclusive Family Office offers personalized, integrated services wherever you call home. |
Core services we provide:
Additional services through EFO:
With our EFO, we aim to simplify complexity while keeping you at the center of decision-making. Our team helps manage financial details under one roof, so you can focus on what matters most.
At Aspiriant, we’re always looking forward. That’s why our Exclusive Family Office was created — to help forward-thinking families preserve, grow and transfer wealth with clarity and intention.
Whether you’re a tech entrepreneur planning your exit, a family business owner managing succession or a rising next-gen leader stepping into your financial life, Aspiriant’s EFO team offers the experience, independence and guidance to help navigate complexity.
What makes us different isn’t just what we do, it’s how we’re structured to support you for the long haul. Every member of our Exclusive Family Office team is a partner in the firm. Across Aspiriant, about one-third of our professionals are owners. That means the people guiding your family are personally invested in your long-term success and committed to delivering continuity across generations.
If you’re wondering:
We invite you to explore more about our services, values and approach to comprehensive wealth management for ultra-high-net-worth families.
We know you have important questions when exploring a multi-family office relationship. Here are answers to a few we hear most often.
What does a multi-family office do?
A multi-family office brings calm to complexity by integrating every aspect of a family’s financial life. From investment management and estate planning to tax strategy, philanthropy and family governance. At Aspiriant, our Exclusive Family Office goes further. We act as your personal financial executive team, so you don’t have to coordinate among outside advisors or wonder what’s been overlooked. You lead with your family’s vision — and we help make it a reality.
What’s the difference between a single family office and a multi-family office?
A single family office is built by one family, for one family. It’s highly customized but often expensive and complex to maintain. A multi-family office serves several families, offering a similar level of service with shared infrastructure, deeper expertise and long-term continuity.
Aspiriant’s EFO gives you the best of both. You receive deeply personal care with the support of a seasoned, stable team, all working under one roof to help you simplify life and strengthen your legacy.
Is Aspiriant’s Exclusive Family Office only for California-based families?
While we have deep roots in California, including Los Angeles, San Francisco and Orange County, our clients live across the U.S., including New York and other major markets.
What size of family net worth is appropriate for EFO services?
Our Exclusive Family Office is built for families experiencing meaningful financial complexity. Whether due to a business sale, a significant liquidity event or the transition of wealth across generations. While there is no formal net worth minimum, the families we serve typically seek a comprehensive, multigenerational approach to managing and sustaining wealth.
Choosing the right family office partner is about more than services. It’s about shared values, trusted relationships and long-term alignment.
If you’re navigating wealth complexity and looking for a long-term partner to steward your family’s legacy, we invite you to talk with us. Learn how Aspiriant’s Exclusive Family Office can support your goals — now and for generations to come.
¹ Net Promoter Score (NPS) of 79 based on a fall 2024 survey conducted by Family Wealth Alliance of approximately 176 Aspiriant ultra-high-net-worth clients, with a 30% response rate. Results may not be representative of all clients. NPS is a client loyalty metric with a range from -100 to +100. Scores above 70 are considered excellent.
No fees were paid. Date of award May 8, 2025 for time period of prior 18 months. Learn more about methodology here.
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