Arlington

What Arlington does

Arlington Family Offices is a privately-held, purpose-driven multi-family office serving selected ultra-high net worth families in the United States. Founded in 1998 and headquartered in Birmingham, Alabama, the firm provides multi-disciplinary wealth management services including trust, fiduciary, investment advisory, and custody through Arlington Trust Company, LLC, alongside professional tax services through Arlington Associates, LLC. Arlington distinguishes itself through a Perpetual Purpose Model that explicitly prioritizes stewardship and long-term thinking over value extraction, operating independently without external shareholders or private equity backing.

The firm serves 84 families with $16B in Assets Under Stewardship and 870 "Souls Under Management," supported by 67 team members holding 42 advanced designations. Its service architecture is structured around a "five capitals" framework — spiritual, human, intellectual, social, and financial — and a four-stage client experience (Discern, Tailor, Unlock, Empower) that produces a bespoke office model within a multi-family structure. Beyond investment management, Arlington coordinates family governance, succession planning, philanthropic planning, and tax services, embedding itself deeply across generations of client families.

Arlington expanded in 2019 with the acquisition and historic restoration of the Courtney House in Nashville, Tennessee, establishing a second location that also houses its private trust company and philanthropic functions. The firm relies on referrals and direct relationships rather than broad marketing for client acquisition, pricing is quote-based and tailored, and revenue is not publicly disclosed. Leadership is anchored by Founder & CEO Ken Polk, supported by a President/General Counsel, COO, Chief Fiduciary Officer, and senior family wealth advisors, with an external advisory board drawn from Oxford University Endowment, Vanderbilt University, Sam Zell's Chai Trust, Greycourt, and the former Henry Kissinger Family Office.

Name

Arlington

Legal name

Arlington Trust Company, LLC

Website

https://arlington.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Arlington Family Offices is a privately-held multi-family office founded in 1998 in Birmingham, Alabama, providing trust, fiduciary, investment advisory, custody, and tax services to 84 ultra-high net worth families with $16B in Assets Under Stewardship through a purpose-driven, Perpetual Purpose Model.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

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

Keywords

• Multi-family office
• Wealth management services
• Trust and fiduciary
• Estate planning
• Investment advisory

Headquarters

HQ city

Theale

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Arlington Family Offices is a multi-family office providing multi-disciplinary wealth management services to selected ultra-high net worth families. Trust, fiduciary, investment advisory, and custody services are delivered through Arlington Trust Company, LLC, while selected professional tax services are delivered through Arlington Associates, LLC. The firm operates a Perpetual Purpose Model℠ and a four-facet engagement process (Discern, Tailor, Unlock, Empower) covering wealth preservation, estate planning, investment management, family governance, and philanthropic planning.

Product overview

Arlington Family Offices provides multi-disciplinary wealth management services to ultra-high net worth families through a multi-family office structure. Services include trust, fiduciary, investment advisory, and custody services provided by Arlington Trust Company, LLC, along with professional tax services through Arlington Associates, LLC. The company operates its Perpetual Purpose Model focused on long-term wealth preservation.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust and Fiduciary Services Trust and fiduciary services provided by Arlington Trust Company, LLC to Family Office Clients, covering trust administration and fiduciary responsibilities for ultra-high net worth families.
• Investment Advisory Services Investment advisory services covering portfolio management and asset management for client families, with $16B in Assets Under Stewardship.
• Custody Services Custody services for client family financial assets administered or managed through Arlington Trust Company, LLC.
• Professional Tax Services Selected professional tax services for Family Office Clients delivered through Arlington Associates, LLC.
• Family Wealth Planning Bespoke family wealth planning, including estate planning, family governance, and succession planning for selected ultra-high net worth families, via Arlington's Managing Director & Family Wealth Planning practice.
• Philanthropic Planning Philanthropic planning services conducted from the Nashville/Franklin (Courtney House) office, supporting ultra-high net worth families' charitable and philanthropic strategy.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Bessemer Trust: Bessemer Trust is one of the largest US multi-family offices, providing investment management, trust, and family office services to UHNW families. It is a directly comparable multi-family office peer with similar scale, services, and client profile to Arlington.
• Glenmede: Glenmede is a Philadelphia-headquartered multi-family office and investment manager serving UHNW families and endowments. It is a direct peer offering comparable trust, investment advisory, and family office services with a similar independence-driven ownership philosophy.
• Pitcairn: Pitcairn is a multi-family office originally founded as the Rockefeller family's single-family office. It serves UHNW families with investment management, trust, and family governance services, making it a directly comparable MFO peer.
• Whittier Trust: Whittier Trust is a multi-family office and trust company serving UHNW families across the US with investment management, trust administration, and family office services. It directly competes with Arlington for UHNW family relationships.
• Pathstone: Pathstone (formerly known as Palisade Group) is a multi-family office providing investment advisory, trust, and family office services to UHNW families and foundations. It is a directly comparable MFO peer operating in the same space.
• Tiedemann Advisors: Tiedemann Advisors is an independent multi-family office and wealth advisory firm serving UHNW families, foundations, and endowments. It is a direct peer offering comparable bespoke family office services to a similar clientele.
• GenSpring Family Offices: GenSpring Family Offices is a multi-family office serving UHNW families with wealth management, family governance, and lifestyle services. It is a directly comparable MFO peer operating under similar relationship-driven business models.

Broad incumbents

• Northern Trust: Northern Trust is a large, publicly traded financial services firm with a substantial Wealth Management division offering family office, trust, and investment advisory services to UHNW families. It is a broad incumbent offering overlapping services but as part of a much larger diversified portfolio.
• Brown Brothers Harriman: Brown Brothers Harriman is a large private partnership offering private banking, investment management, and trust services to UHNW families. It is a broad incumbent with overlapping family-office-style capabilities as part of its broader banking franchise.
• Wilmington Trust: Wilmington Trust (an M&T Bank subsidiary) provides wealth advisory, trust, and family office services to UHNW families. It is a broad incumbent offering overlapping trust and family office capabilities within a larger banking group.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Arlington__

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Arlington