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

  • 300+

    Global families/institutions served
    (View AUM Disclosure)

  • $28B+

    Assets under management
    (View AUM Disclosure)

  • 2017

    Partnered with one of the industry's leading investment strategy firms, Wealth Partners Capital Group

  • 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.