Family Office Exchange has expanded its “Leading Wealth Advisors” list, designed to help families with over $20 million in investable assets select a wealth advisor capable of delivering integrated advice at this level.

The latest additions are:

·        The CAPROCK Group, with offices in Boise, Seattle and San Jose, 75 family clients and $1.5 billion in assets under advisement;

·        Commerce Family Office, based in Missouri and with 75 family clients and $6.5 billion in assets under advisement;

·        Geller Family Office Services, based in New York, with 37 family clients and $5 billion under advisement.

The additions “are part of an ongoing process to identify and compile a comprehensive list of firms” that meet FOX’s criteria, said Sara Hamilton, chief executive. The firm has so far screened 40 firms and produced a list of 33 organizations. Its evaluations are based on 10 criteria that it has developed through its proprietary research and consulting experience.

“The screening assesses whether firms possess the financial strength, management experience, business model, and resources necessary to provide a full range of integrated wealth advice to families, including investment management, tax planning, estate planning, philanthropy, and owner education,” FOX said. The list of criteria is available here.