An Alternative to the Traditional
Multi-Family Office.

Delivering Select Global Investment Opportunities.

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

  • 70+

    Global families served

  • $11.2B

    Assets under management
    (View AUM Disclosure)

  • 2017

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