Select Family Office

Multi-Family Office / Wealth Management Advisoryselectfamilyoffice.com

Select Family Office is a privately held, independent multi-family office in New York that provides integrated wealth management, investment oversight, tax and estate planning, and lifestyle services exclusively to high net worth families on a fee-based, relationship-driven model.

Company typePrivate
Founded2011
HeadquartersNew York, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Select Family Office does

Select Family Office LLC is a privately held, independent multi-family office founded in 2011 by Mike Mustillo and headquartered at 880 Third Avenue in Midtown Manhattan. The firm serves a select, discerning clientele of high net worth families, providing integrated wealth management across eight core service modules: Integrated Financial Strategies, Liability Management, Reporting & Document Management, Investment Oversight, Lifestyle Enhancements, Wealth Transfer Planning, Real Estate Services (NYS licensed brokerage), and Philanthropy Services. The firm explicitly does not sell products and positions itself as a conflict-free, objective advisor focused on privacy and personalized service.

The business is a pure human advisory practice with no disclosed proprietary technology platform; the technology stack is limited to generic financial systems and business process management tools supporting consolidated reporting, document management, and back-office operations. The team consists of 8 members, including the founder (CFP, CAIA, ChFC with 30+ years of experience and prior tenure at Geller Family Office's $5B AUA practice), a Managing Director, a Director/Head of Operations, and four associates added progressively between 2022 and 2025.

The firm operates a sales-led, consultative go-to-market model with revenue derived from negotiated fixed fees billed monthly or quarterly. These fees are typically lower than traditional percentage-of-assets pricing, reflecting the wide range of services and unlimited client access offered. Client acquisition is driven by referrals and personal networks within the HNW community, consistent with the firm's discreet, relationship-based positioning. There are no disclosed funding rounds, external investors, parent company, subsidiaries, partnerships, awards, patents, or regulatory actions on record.

Select Family Office firmographics

Firmographics

Name: Select Family Office
Legal name: Select Family Office LLC
Website: https://selectfamilyoffice.com
Company type: Private
Founded year: 2011
Operating status: Operating
Headcount range: 1–10 employees
Short description: Select Family Office is a privately held, independent multi-family office in New York that provides integrated wealth management, investment oversight, tax and estate planning, and lifestyle services exclusively to high net worth families on a fee-based, relationship-driven model.
Ownership category
akta.pro rank

Select Family Office industry classification

Industry

Product category: Multi-Family Office / Wealth Management Advisory
SIC: Services-Management Services (8741)
akta.pro primary industry: Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
akta.pro secondary industries: Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Art, Collectibles & Specialized Asset Advisory (Valuation, Storage, Lending) (FSAAADAO), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI)

Keywords

Multi-family office
Wealth management advisory
Estate planning services
Investment oversight
Philanthropy advisory

Where Select Family Office is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Select Family Office business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Fee-based Advisory Services: Fees are negotiated based on extent of services and complexity of assignment. Billed monthly or quarterly. Fixed fees are generally less than percentage-of-assets charges, especially given the wide range of services and unlimited access offered to clients.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	Negotiated fee structure based on service extent and complexity

Go-to-market motion1 record

Distribution channels1 record

Select Family Office product offering

Product offering

Core offering

Select Family Office is a multi-family office that provides integrated financial strategies, investment oversight, tax and estate planning, liability management, real estate services, philanthropy management, lifestyle enhancements, and consolidated reporting/document management for high net worth families. Services are delivered on a fee basis independent of product sales, with clients paying negotiated fixed monthly or quarterly fees.

Product overview

Select Family Office is a multi-family office that provides comprehensive, integrated wealth management services for high net worth families. The company offers a unified suite of eight core service modules that work together as an integrated offering: Integrated Financial Strategies (coordinating advisors and tax planning), Liability Management (insurance and asset oversight), Reporting & Document Management (consolidated reporting and recordkeeping), Investment Oversight (policy development and performance review), Lifestyle Enhancements (bill pay and vendor management), Wealth Transfer Planning (estate strategies), Real Estate Services (NYS licensed brokerage), and Philanthropy Services (foundation management). Rather than a software platform, Select Family Office delivers personalized advisory services with fee structures based on service complexity and assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

Integrated Financial Strategies Coordination of advisory teams, tax plan implementation, identification of tax-saving opportunities, and balance sheet analysis for high net worth families.
Liability Management Assessment of property and casualty insurance, life insurance analysis, specialty insurance lines, and oversight of art and collectibles.
Reporting & Document Management Customized consolidated reporting, cash flow evaluation, entity activity tracking, complete document management repository, and recordkeeping for all documents.
Investment Oversight Investment policy development, asset allocation review, alternative asset class oversight, and independent performance review of investment accounts.
Lifestyle Enhancements Bill payment services, domestic staff insurance and payroll, cash flow management and forecasting, next-generation communication and education, and vendor management.
Wealth Transfer Planning Development of wealth transfer objectives, coordination of plan implementation, ongoing administration of estate strategies, and communication with fiduciaries.
Real Estate Services NYS licensed real estate brokerage, bank financing analysis and negotiations, cost basis tracking and recordkeeping, and coordination of tax deferral strategies.
Philanthropy Services Evaluation of charitable giving options, private foundation management, governance and strategy analysis, and foundation and grant administration.

Companies that use Select Family Office

Customer profile

Segments1 record

Ideal customer profiles1 record

Select Family Office technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Select Family Office partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Select Family Office competitors and assessment

Company assessment

Direct peers

Pathstone: Independent, employee-owned multi-family office providing comprehensive wealth management, investment advisory, and family office services to HNW families — a strong peer in independent, fee-only positioning.
Cerity Partners: Wealth management and multi-family office platform serving HNW families with financial planning, investment management, and tax services — directly comparable in integrated HNW service model.
Glenmede: Independent, employee-owned wealth management firm and multi-family office providing investment advisory, trust, and family office services to HNW families — a strong direct comparable in independent, conflict-free positioning.
GenSpring Family Offices: Multi-family office serving HNW families with integrated investment, estate, and family advisory services — closely comparable in target client and integrated family office model.
Bessemer Trust: Privately held multi-family office serving HNW and UHNW families with integrated investment management, wealth planning, and family office services — closely comparable to Select in service scope and target client, though at significantly greater scale.
Cresset Capital: Multi-family office providing integrated wealth management, investment advisory, and family office services to HNW and UHNW families — directly comparable in target clientele and integrated offering.

Broad incumbents

Ascent Private Capital Management (US Bank): Multi-family office within US Bank serving UHNW clients with integrated wealth, investment, and family office services — a broad incumbent with comparable target market and integrated offering.
BNY Mellon Wealth Management: Large, established wealth management franchise within BNY Mellon offering investment management, trust, estate, and family office services — a broad incumbent competing for the same HNW clientele.
Brown Brothers Harriman: Long-standing private bank and wealth manager offering trust, investment management, and family office services to HNW clients — a broad incumbent with overlapping capabilities and much greater scale.

Emerging players

Norris Perle & Harding: Boutique multi-family office providing personalized wealth management and family office services to HNW families — a smaller, emerging peer with a comparable bespoke service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Select Family Office financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Select Family Office leadership team

Management profile

Number of profiles

Profiles8 records

Select Family Office funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Select Family Office M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Select Family Office

What does Select Family Office do?

Is Select Family Office a public or private company?

Select Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Select Family Office founded?

Select Family Office was founded in 2011. It employs 1 to 10 people.

Where is Select Family Office based?

Select Family Office is headquartered in New York, United States, in the North America region.

How does Select Family Office make money?

One revenue line is on record: fee-based Advisory Services.

Who are Select Family Office's main competitors?

Direct peers on record are Pathstone, Cerity Partners, Glenmede, GenSpring Family Offices, Bessemer Trust and Cresset Capital. Broad incumbents are Ascent Private Capital Management (US Bank), BNY Mellon Wealth Management and Brown Brothers Harriman. Norris Perle & Harding is listed as an emerging player.

Does Select Family Office have an API?

No public API is recorded for Select Family Office.

What industry is Select Family Office in?

Select Family Office's product category is Multi-Family Office / Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its SIC code is 8741.