An Alternative to the Traditional
Multi-Family Office.
Delivering Global Investment Opportunities.
A Stanhope Capital Group Company
You and your family are unique, and there are few decisions more important than how you manage and grow your wealth.
Our goal is to help you live fully and provide for future generations. Founded to serve the investment and wealth planning needs of members of the Forbes family, we opened our doors in 2009 to welcome the world's most prominent families and family offices to join as clients.
What We Do-
2009
Welcomed additional families to join Forbes Family Trust
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300+
Global families/institutions served
(View AUM Disclosure)
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8
Offices worldwide
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2017
Partnered with one of the industry's leading investment strategy firms, Wealth Partners Capital Group
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2019
Acquired AM Global, a multi-family office, expanding the firm's footprint to Palm Beach, Florida.
Acquired Optima Fund Management, a leader in private fund and alternative investing. -
2021
Partnered with Stanhope Capital, producing one of the largest independent wealth managers globally.