FFT Wealth Management
FFT Wealth Management is a multi-family office and SEC-registered investment adviser serving ultra-high-net-worth families and family offices with investment management, estate and tax planning, and lifestyle services, now operating within Corient's $430B platform.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What FFT Wealth Management does
FFT Wealth Management is a private, SEC-registered investment adviser and multi-family office founded in 2009 and headquartered in New York, serving ultra-high-net-worth families and family offices across the United States and, post-merger, internationally. The firm delivers comprehensive wealth management combining dynamically managed global investment portfolios with estate and tax planning, mortgage and insurance advisory, philanthropic guidance, next-generation education, and lifestyle coordination. Its core proprietary technology is AlphaBeta, an in-house investment backbone that provides real-time data on thousands of investment vehicles and is used to construct, test, and manage portfolios across asset classes; the firm also retains the Optima Asset Management subsidiary for hedge fund and alternatives capability and the LGL Partners investment adviser affiliate. GTM motion is enterprise, relationship-driven field sales to UHNW families and family offices through senior advisors across offices in New York, Philadelphia, Palm Beach, and Boston.
The firm has grown primarily through inorganic moves: a 2017 partnership with Wealth Partners Capital Group, 2019 acquisitions of AM Global (Palm Beach expansion) and Optima Fund Management, and a February 2021 merger of FWM Holdings with Stanhope Capital Group to create a cross-Atlantic platform led by Chairman and CEO Daniel Pinto. In 2025, FFT joined Corient, the U.S. subsidiary of Canada's CI Financial Corp., as part of Corient's acquisition of Stonehage Fleming and Stanhope Capital Group, positioning the combined entity as the world's largest non-bank wealth manager with approximately US$430 billion in AUM serving 300+ families and institutions. Revenue is generated through recurring advisory and management fees on AUM (no public fee schedule disclosed), with FFT operating as a fiduciary under SEC registration. The FFT standalone brand is being phased into Corient, with the current website set to become inactive on July 15, 2026.
FFT Wealth Management firmographics
Firmographics- Name
- FFT Wealth Management
- Legal name
- FFT Wealth Management, LLC
- Website
- https://fftwealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FFT Wealth Management is a multi-family office and SEC-registered investment adviser serving ultra-high-net-worth families and family offices with investment management, estate and tax planning, and lifestyle services, now operating within Corient's $430B platform.
- Ownership category
- akta.pro rank
FFT Wealth Management industry classification
Industry- Product category
- Multi-Family Office Services
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Family Offices (MFOs) (FSAAADAB)
- akta.pro secondary industries
- Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where FFT Wealth Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
FFT Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Advisory and Management Fees: Fee-based wealth management services, likely charged as a percentage of assets under management (AUM). FFT is an SEC registered investment advisor operating as a fiduciary.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
FFT Wealth Management product offering
Product offeringCore offering
FFT Wealth Management is a multi-family office providing investment management and family office services to ultra high net worth families and family offices. The firm delivers dynamically managed, globally positioned investment portfolios alongside comprehensive wealth planning services including estate and tax planning, mortgage and insurance advisory, philanthropic giving guidance, and next-generation education. Its proprietary AlphaBeta platform underpins portfolio construction, testing, and management across global asset classes.
Product overview
FFT Wealth Management is a multi-family office providing investment management and family office services to ultra high net worth families and family offices. The core offering centers on AlphaBeta, FFT's proprietary investment backbone and operating system, which enables fund managers to analyze investment vehicles and construct bespoke portfolios. FFT and its affiliates (including LGL Partners, Optima Asset Management, and AM Global) deliver dynamically managed global investment portfolios alongside comprehensive wealth planning services including estate and tax planning, insurance, philanthropy, and next-generation education. Following a 2021 merger with Stanhope Capital Group, the combined enterprise spans Europe and the US with approximately $430 billion in assets under management serving over 300 families and institutions globally.
Differentiator
Problem solved
Functional benefit
Brands
- Optima Asset Management, LLC: A related investment adviser subsidiary of FFT specializing in hedge funds and fund-of-funds, led by D. Dixon Boardman as President.
Products and services
- FFT Wealth Management Services
- AlphaBeta
Quantifiable outcome
- Serves 300+ families and institutions globally
- +1 more outcomes
Companies that use FFT Wealth Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
FFT Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
FFT Wealth Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Stanhope Capital GroupcoreIn February 2021, FWM Holdings (owner of FFT Wealth Management, LGL Partners and Optima Asset Management) merged with Stanhope Capital Group, creating a combined enterprise with presence spanning Europe and the US. This partnership produced one of the largest independent wealth managers globally.
- AM GlobalminorIn 2019, FFT acquired AM Global, a multi-family office, expanding the firm's footprint to Palm Beach, Florida. Andrew Mehalko, founder of AM Global, joined FFT as Chief Investment Officer.
- Optima Fund ManagementminorIn 2019, FFT acquired Optima Fund Management, a leader in hedge funds and alternative investing. D. Dixon Boardman, founder of Optima, joined as Vice Chairman of FFT and President of Optima Asset Management.
- Wealth Partners Capital GroupcoreIn 2017, FFT partnered with Wealth Partners Capital Group, one of the industry's leading investment strategy firms. The partnership validated FFT's value proposition and provided additional resources, expertise, and connectivity.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
FFT Wealth Management competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is one of the largest independent multi-family offices serving UHNW families with investment management, wealth planning, and family-office services — directly comparable to FFT on segment (UHNW/FOs), service mix (investment advisory + estate/tax/philanthropy), and SEC-registered RIA fiduciary model.
- Glenmede: Glenmede is an independent, employee-owned wealth manager built originally to serve the Pew family and now serving UHNW families, foundations, and endowments — operating a multi-family-office model with proprietary investment capabilities directly comparable to FFT's AlphaBeta platform.
- Stonehage Fleming: Stonehage Fleming is a global multi-family office serving UHNW families with investment management, wealth structuring, and intergenerational planning — directly comparable to FFT given both now sit inside Corient's $430B AUM combined platform with cross-Atlantic scale.
- Stanhope Capital Group: Stanhope Capital Group is a wealth and investment advisory firm serving UHNW families and family offices across the US and Europe — directly comparable to FFT and now part of the same Corient platform following the 2021 merger.
- GenSpring Family Offices: GenSpring Family Offices is a multi-family office offering investment management and wealth advisory to UHNW families — directly comparable to FFT on segment and services; notably the FFT CIO Andrew Mehalko previously led GenSpring from $450M to over $20B in AUA.
- Atlantic Trust (formerly Goldman Sachs Private Wealth spin): Atlantic Trust is a private wealth management firm serving UHNW individuals and families with discretionary investment management and wealth planning — directly comparable in client segment (UHNW), fiduciary model, and integrated wealth services similar to FFT.
Broad incumbents
- Pictet Group: Pictet's Wealth Management division serves UHNW families and family offices globally with private banking, asset management, and wealth-structuring capabilities — a broader incumbent that overlaps with FFT's segment but operates at far greater scale and geographic breadth.
- JPMorgan Private Bank: JPMorgan Private Bank serves UHNW and ultra-UHNW clients globally with investment, banking, and wealth planning services — a scaled incumbent that competes for FFT's segment; notably FFT Vice Chairman P. Scott Gregorchuk is a former JPMorgan Private Bank Managing Director.
- Goldman Sachs Private Wealth Management: Goldman Sachs PWM serves UHNW clients with discretionary investment management, lending, and wealth planning — a broad incumbent direct competitor to FFT; FFT Vice Chairman P. Scott Gregorchuk and several other senior staff previously held senior roles there.
- Morgan Stanley Private Wealth Management: Morgan Stanley PWM serves UHNW clients across the US with discretionary investment management, lending, and family-office capabilities — a broad incumbent competing for FFT's segment; multiple FFT staff (Felicia Esposito, P. Scott Gregorchuk) previously served in leadership at Morgan Stanley PWM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
FFT Wealth Management social profiles
Digital presenceFFT Wealth Management compliance and trust
Trust signalCompliance2 records
FFT Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
FFT Wealth Management leadership team
Management profileNumber of profiles
Profiles14 records
FFT Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries4 records
FFT Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FFT Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FFT Wealth Management
What does FFT Wealth Management do?
FFT Wealth Management is a multi-family office providing investment management and family office services to ultra high net worth families and family offices. The firm delivers dynamically managed, globally positioned investment portfolios alongside comprehensive wealth planning services including estate and tax planning, mortgage and insurance advisory, philanthropic giving guidance, and next-generation education. Its proprietary AlphaBeta platform underpins portfolio construction, testing, and management across global asset classes.
Is FFT Wealth Management a public or private company?
FFT Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was FFT Wealth Management founded?
FFT Wealth Management was founded in 2009. It employs 11 to 50 people.
Where is FFT Wealth Management based?
FFT Wealth Management is headquartered in New York, United States, in the North America region.
How does FFT Wealth Management make money?
One revenue line is on record: advisory and Management Fees.
Who are FFT Wealth Management's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Stonehage Fleming, Stanhope Capital Group, GenSpring Family Offices and Atlantic Trust (formerly Goldman Sachs Private Wealth spin). Broad incumbents are Pictet Group, JPMorgan Private Bank, Goldman Sachs Private Wealth Management and Morgan Stanley Private Wealth Management.
Does FFT Wealth Management have an API?
No public API is recorded for FFT Wealth Management.
What industry is FFT Wealth Management in?
FFT Wealth Management's product category is Multi-Family Office Services. Its primary akta.pro industry code is FSAAADAB, Multi-Family Offices (MFOs), with a secondary code of FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 52394 and its SIC code is 6282.