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Family Fortunes & Philanthropy

Our Family Fortunes & Philanthropy Index includes individuals who provide family office services, family business advisers, angel investing and crowdfunding experts and philanthropy advisers.

About the Family Fortunes & Philanthropy category

Wealth brings complexity, responsibility and no small amount of risk. Our handpicked list of top family fortunes and philanthropy advisers includes experienced hands who can guide you through the creation, preservation, growth, transfer and gifting of hard earned wealth.

Our index includes family office service providers, experts in wealth management; family business advisers who can keep the family firm in rude health for generations to come; experts in angel investing and crowdfunding to help entrepreneurs and investors alike; and philanthropy advisers, the strategists and connectors who understand that giving is more than just signing a cheque.

Find the adviser that is right for you by using our filters. Search by ranking, adviser type, location, advice types provided, the type of clients advised, the asset types advised on and the adviser’s industry sector focus.

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Research 2021

Research starts - February 2021

Submission deadline - March 2021

Rankings published - May 2021