# Plante & Moran Family Office

Plante & Moran Family Office is a Multi Family Office based in Southfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Southfield, United States
- **Region:** North America
- **Address:** 27400 Northwestern Highway Southfield, Michigan 48034
- **Founded:** 1977
- **Assets under management:** 23200 (Altss estimate)
- **Website:** plantemoran.com
- **LinkedIn:** https://www.linkedin.com/company/plante-moran

## About

Plante & Moran Family Office traces its origins to the 1924 founding of the accounting firm by Elorion Plante, with Frank Moran joining in 1950. The wealth management arm was established in 1977 and operates as a multi-family office serving high-net-worth clients across the United States. The firm allocates across private equity, real estate, and hedge fund strategies. It maintains positions in public ETFs including VOO and VXF as of Q4 2025 filings. Geographic focus centers on North America with additional exposure through developed markets vehicles. Operating subsidiaries handle buyout, distressed debt, and venture activity. The firm employs professionals across its Southfield headquarters and Chicago office. It sponsors events such as the 2025 Plante Moran Automotive Summit. Adjacent vehicles include the Moran Family Foundation and Plante Moran Cares initiative established in 2007. Ownership of 100 percent stakes in P&M Corporate Finance, Plante Moran Realpoint, and Plante Moran Trust creates an integrated platform that combines advisory, real estate, and trust services under one holding structure.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds

## Offices

- Chicago, IL, United States

## People

- Jason Drake — Firm Managing Partner

## Questions

### Who runs investment decisions at Plante & Moran Family Office?

Jason Drake serves as firm managing partner. Investment activity integrates with the broader Plante Moran platform through subsidiaries including P&M Corporate Finance.

### Does Plante & Moran Family Office participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct investments. Public filings show ETF holdings alongside private equity and real estate positions.

### What investment stages does Plante & Moran Family Office typically target?

Strategies include buyout, early stage, expansion, and special situations according to internal classifications.

### How is Plante & Moran Family Office related to its parent accounting firm?

The family office operates as an integrated division of Plante Moran, sharing ownership through P&M Holding Group and leveraging the firm's tax and estate planning capabilities.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plante-moran-family-office

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