Arlington Family Offices

What Arlington Family Offices does

Arlington Family Offices is a privately held multi-family office founded in 1998 and headquartered in Birmingham, Alabama, that delivers integrated trust, fiduciary, investment advisory, custody, administration, and tax services to a select group of ultra-high net worth families. Operating through Arlington Trust Company, LLC and Arlington Associates, LLC, the firm stewards $16 billion in client assets across 84 families — collectively tracking 870 individuals under its proprietary "Souls Under Management" framework. The firm's go-to-market is highly consultative: prospective families undergo a "Discern" process that evaluates five forms of capital (spiritual, human, intellectual, social, and financial) before a tailored, bespoke office model is built inside a multi-family structure. Distribution is exclusively direct and in-person, delivered from two physical locations — the historic John Hand Building in Birmingham and the restored 1838 Courtney House in Franklin/Nashville, acquired in 2019.

The business is built around a purpose-driven, shareholder-free ownership model that explicitly prioritizes stewardship and long-term continuity over short-term value extraction. Revenue is generated primarily through recurring AUM- and advisory-based fees on trust, fiduciary, and investment management services, supplemented by professional tax service fees. There is no public revenue disclosure, no institutional investor, and no parent company. The technology platform integrates back-office trust administration with client-facing portal access, but the firm's primary differentiators are intellectual: trademarked service marks (Souls Under Management, Perpetual Purpose Model, To Build a Better Family), codified methodology, and a Stewardship Advisory Board staffed by senior practitioners from Chai Trust (Sam Zell), Oxford University Endowment, Vanderbilt University Endowment, Greycourt, and the former Henry Kissinger Family Office. The result is a relationship-intensive, capacity-constrained enterprise in which 67 staff — 42 of whom hold advanced credentials — support a deliberately small client roster.

Name

Arlington Family Offices

Legal name

Arlington Trust Company, LLC

Website

https://arlingtonfamilyoffices.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

51–100 employees

Short description

Arlington Family Offices is a private multi-family office founded in 1998, providing integrated trust, fiduciary, investment advisory, custody, and tax services to a select group of 84 ultra-high net worth families stewarding $16 billion in assets across two U.S. locations.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Offices of Certified Public Accountants (541211)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Personal & Family Trust Services (FSAAANAA), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Multi-family office services
• Wealth management advisory
• Trust and fiduciary services
• Investment advisory services
• Family wealth preservation

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Trust and Fiduciary Services: Core fiduciary and trust management services provided to family office clients through Arlington Trust Company, LLC. Services include asset management, advice, custody, and administration of client family financial assets.
2. Investment Advisory Services: Comprehensive investment advisory services delivered by experienced team of family wealth advisors. Integrated with fiduciary services.
3. Professional Tax Services: Selected professional tax services provided to family office clients by Arlington Associates, LLC.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Arlington Family Offices provides comprehensive multi-family office services to selected ultra-high net worth families through its affiliated entities. Arlington Trust Company, LLC delivers trust, fiduciary, investment advisory, and custody services, while Arlington Associates, LLC provides professional tax services. The integrated offering addresses wealth preservation, multi-generational planning, family governance, and stewardship across spiritual, human, intellectual, social, and financial dimensions.

Product overview

Arlington Family Offices is a multi-family office that operates as a unified platform providing comprehensive wealth management services to ultra-high net worth families. The core offerings include trust, fiduciary, investment advisory, custody services (provided by Arlington Trust Company, LLC), and professional tax services (provided by Arlington Associates, LLC). Additional services include a Client Document Portal for online access and The Spirit of Wealth Preservation publication. The multi-family structure provides stability, scalability, and longevity while maintaining personalized family office services.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Family Office Services Comprehensive family office services for ultra-high net worth families, providing a holistic, bespoke office model within a multi-family structure that ensures stability, scalability, and longevity. Includes the Discern process for cultural fit, tailored office design, ongoing systems and processes, and continuous family empowerment across investment, trust, tax, and governance functions.
• Trust and Fiduciary Services Trust, fiduciary, investment advisory, and custody services provided to Family Office Clients by Arlington Trust Company, LLC, including asset management, advice, custody, and administration of client family financial assets.
• Investment Advisory Services Comprehensive investment advisory services delivered by an experienced team of family wealth advisors, integrated with fiduciary services to preserve and grow family fortunes across generations.
• Professional Tax Services Selected professional tax services provided to Family Office Clients by Arlington Associates, LLC, an affiliated entity supporting AFO's multi-disciplinary service offering.

Quantifiable outcome

• $16B in Assets Under Stewardship
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Arlington Trust Company, LLCcoreOthersPrimary operating entity providing trust, fiduciary, investment advisory, and custody services to Family Office Clients. Part of the Arlington Family Offices structure.
• Arlington Associates, LLCcoreOthersAffiliated entity providing selected professional tax services to Family Office Clients as part of AFO's multi-disciplinary service offering.
• Build a Better FamilyminorStrategic or Co-development PartnerPublisher of 'The Spirit of Wealth Preservation' - Arlington's thought leadership publication on family wealth and multi-generational success.
• James Hughes (Author)minorStrategic or Co-development PartnerAuthor of 'Family Wealth: Keeping It In The Family'. Listed as a Steward/Advisor to Arlington families, bringing published expertise in family wealth preservation.
• Chai Trust Company (Sam Zell Family Office)minorStrategic or Co-development PartnerScott Peppett, President of Chai Trust Company, serves on Arlington's Advisory Board, providing perspective from one of America's most prominent family offices.
• GreycourtminorStrategic or Co-development PartnerMatt Litwin, CEO of Greycourt (a prominent family office consulting firm), serves on Arlington's Advisory Board providing independent family office consulting perspective.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is one of the largest U.S. multi-family offices, providing comprehensive wealth management, investment advisory, trust and fiduciary services to ultra-high-net-worth families. Directly comparable to AFO in target client, service mix and multi-family structure, though at significantly larger scale.
• Brown Brothers Harriman (BBH Wealth Management): BBH's Wealth Management division is a private partnership serving UHNW families with investment management, trust and estate services, and banking through a relationship-driven, partner-owned model. Strongly aligned with AFO's purpose-driven, partner-owned ownership and stewardship orientation.
• Wilmington Trust (Wealth Advisory): Wilmington Trust provides multi-family office-style services including investment management, trust services, and family office solutions to UHNW families. Comparable service offering, though backed by a larger bank-owned parent (M&T Bank).
• Gresham Partners: Gresham Partners is a Chicago-based multi-family office providing investment management, trust and estate, and family governance services to UHNW families. Closely matches AFO's service mix, though geographically focused on the Midwest.

Emerging players

• Cresset Asset Management: Cresset is an independent, multi-family-office-style firm offering family office services, private investments and wealth planning to UHNW clients. Comparable target market and bespoke service model, though generally larger and more national than AFO.

Broad incumbents

• Northern Trust (Wealth Management): Northern Trust Wealth Management serves UHNW families with investment management, trust and family office services at significant scale as part of a publicly traded, broader custody and banking platform. Competes with AFO for the same UHNW segment but operates across many geographies and product categories.
• Goldman Sachs Private Wealth Management: Goldman's Private Wealth Management division serves ultra-high-net-worth families with investment advisory, trust, lending and banking services. Targets the same UHNW segment as AFO but as part of a much broader global financial services franchise.
• J.P. Morgan Private Bank: J.P. Morgan Private Bank serves UHNW families globally with investment management, lending, trust and estate planning. Same target client as AFO but with vastly greater scale, technology infrastructure and product breadth.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management offers investment management, trust and estate, and family office services to UHNW households as part of one of the largest global custody and asset servicing franchises. Comparable in service offering but competes from a much broader platform.

Regional players

• CIBC Private Wealth (formerly Atlantic Trust): CIBC Private Wealth provides UHNW wealth advisory, trust and family office services primarily in the U.S. Southeast and Mid-Atlantic. Comparable in client type and core services, though owned by a Canadian bank parent and concentrated in specific U.S. metros.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/arlington-partners-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arlington Family Offices