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BDO Family Office
BDO Family Office functions as the multi-family office practice of BDO USA. The practice assists high-net-worth families with tax planning, governance...
BDO Family Office
BDO Family Office functions as the multi-family office practice of BDO USA. The practice assists high-net-worth families with tax planning, governance structures, and cross-border wealth matters. Investment activity centers on direct co-investments and SPVs alongside private credit, private equity, and real estate positions. Activity remains concentrated in North America. The firm participates in the Canadian Association of Alternative Strategies & Assets and appears on the Canadian Family Offices list of 81 multi-family offices as of November 2023. BDO USA reported more than $3 billion in revenue and over 14,600 professionals in 2023. The parent firm converted to an ESOP structure that year. No separate headcount or AUM figures for the family office practice have been disclosed. The practice sits inside a large accounting and advisory organization rather than as a standalone family office. This structure supplies integrated tax and audit resources to client families.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at BDO Family Office?
Investment decisions sit within BDO USA's private client services group. No individual portfolio managers are named in public materials.
Does BDO Family Office participate in fund commitments or only direct deals?
The practice executes direct co-investments and SPVs. Public records do not disclose commitments to external funds.
What asset classes does BDO Family Office target?
Confirmed activity includes private equity, private credit, and real estate. Direct co-investments and SPVs form the primary vehicles.
Where does BDO Family Office operate geographically?
Activity is limited to North America. No offices outside the region are identified for the family office practice.
How is BDO Family Office related to BDO USA?
BDO Family Office operates as the multi-family office offering inside BDO USA's tax and private client services division.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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