Midtown Manhattan skyline across the East River at golden hour, cover for Top 10 Family Offices in Manhattan (2026)

Top 10 Family Offices in Manhattan (2026)

Subscribe to continue reading

Here are ten family offices from our database that are based in Manhattan, along with their websites:

  1. Rattner Family Office (New York, NY)
    The Rattner Family Office is a principal investment firm in New York City that invests across alternative and traditional asset classes. Its founder, Steven Rattner, is an investor, author and media commentator who serves as Economic Analyst on MSNBC's Morning Joe and writes for The New York Times Op Ed page. He is also Chairman and Chief Executive Officer of Willett Advisors LLC, the investment arm for Michael R. Bloomberg's personal and philanthropic assets, and previously served as Counselor to the Secretary of the Treasury, where he led the Obama Administration's restructuring of the automobile industry.
  2. Valera Capital (New York, NY)
    Valera Capital is a single family office in New York that makes direct investments, fund investments and co-investments. The office sources many of its opportunities through a network of personal and professional relationships, and its investment team allocates capital to the opportunities it judges to offer the best risk-adjusted returns. Valera describes relationships as its most valuable investments and welcomes new connections with professionals, investors and others who bring a broad view of the world. Its focus areas include private equity and real estate, with interest in medical devices, construction and industrial companies.
  3. Fieldstone Resources Group (New York, NY)
    Fieldstone Resources Group is the investment and philanthropic arm of a family office that deploys capital to scale promising or proven solutions to the climate crisis. Its founder is a repeat entrepreneur from the renewable energy sector who now puts resources and experience behind both for-profit businesses and nonprofit organizations. Fieldstone makes investments or grants directly to recipients and operates as an independent investment initiative, unaffiliated with Project Drawdown. Its listed focus areas are impact investing, philanthropy and climate.
  4. Caldrion (New York, NY)
    Caldrion is a single family office and principal investor that directly sources, underwrites, owns and manages a diversified portfolio of alternative assets. It describes itself as an operator of the assets it holds, and its platform aims for durable cash flow, long-term capital appreciation and principal protection through diligence, disciplined leverage and transparent reporting. Its focus areas include private equity, real estate, private credit, and art and collectibles, with crypto as a secondary area.
  5. Silver Fox Partners (New York, NY)
    Silver Fox Partners is a family office investment firm founded in 2017 by Anne Mulcahy, the former Chairman and CEO of Xerox. It invests in businesses that show strong tangible qualities, such as financials and assets, alongside intangible ones, such as leadership, mission and values, over time. The team brings expertise in enterprise strategy, marketing, financial guidance and leadership development to each portfolio company, with the aim of helping that capital support future growth. Private equity is its primary focus.
  6. Serota Ventures (New York, NY)
    Serota Ventures is an investment advisory firm that represents a multi-generational family office based in New York. Its work centers on growing the family's existing real estate portfolio, expanding into venture capital and exploring other alternative investments. The firm combines the family's long experience with newer investment approaches and focuses on long-term relationships and steady, scalable growth. Real estate and startups are listed as its main investment areas.
  7. Ulatan Holdings (UGI Capital) (New York, NY)
    Ulatan Holdings, also known as UGI Capital, is a family-owned corporation in New York. It has a broad investment mandate and makes opportunistic investments in public and private opportunities across industries and asset types. The family typically invests with an indefinite holding period, and as a wholly owned company with significant liquidity, UGI can move quickly and use a range of deal structures. Its focus areas include private equity, real estate, startups and public equities.
  8. Beninvest & Associates (New York, NY)
    Beninvest & Associates has operated in New York since 1992. The Beninvest Family Office focuses on uncorrelated, market neutral alternative investments and works with investment managers that aim to generate positive returns regardless of how traditional stock and bond markets move. The firm also works on international business development linked to capital markets, including the digitalization and tokenization of assets. Hedge funds are its primary area, with crypto and AI listed as secondary interests.
  9. Global Corporate Finance (New York, NY)
    Global Corporate Finance is a single family office in New York focused on equity investments. It works with a consortium of aligned family offices across three continents and invests in both public and private companies worldwide. The office specializes in early-stage, growth capital, acquisition and IPO financing, as well as investments in emerging market micro and mid-cap companies. Its listed focus areas are public equities, private equity and startups.
  10. Bronfman LLC (New York, NY)
    Bronfman LLC is the Bronfman Family Office, based in New York. It looks to partner with entrepreneur-led and family-owned businesses and aims to be a trusted partner to the families behind them. The office works to help these companies accelerate growth and achieve strong results through ongoing support as a non-controlling partner. Private equity is its primary investment area.

How to use this list

The Manhattan offices on this list range from single family offices making direct private equity and real estate investments to offices focused on climate solutions, uncorrelated hedge fund strategies and early-stage companies. Before reaching out, read each office's website to confirm its current focus and preferred structures, since several invest mainly through relationships, funds and co-investments. Where an office lists a deal submission channel or contact form, use it, and keep the first message short: what you are raising, how much, and why it fits that office's stated focus.

Decision-makers at these family offices

  • Rattner Family Office: Steven Rattner (Founder); Michael Minars (Chief Financial Officer)
  • Valera Capital: Peter Altschuler (Managing Partner)
  • Fieldstone Resources Group: Randy Castleman (Managing Partner); Kris Forsha (Director)
  • Caldrion: Jennifer Williams (Principal Investor)
  • Silver Fox Partners: Michael Mulcahy (Principal)
  • Serota Ventures: Stephen Serota (Founding Principal); Jonathan Serota (Founding Principal)
  • Ulatan Holdings (UGI Capital): Jeffrey Ulatan (President & CEO)
  • Beninvest & Associates: Benoit Flammang (Founder/CEO)
  • Global Corporate Finance: Nino Scalamandre (Director)
  • Bronfman LLC: Matthew Glass (Senior Managing Director)

For more information and listings of active family offices:

Back to blog