ultra-high-net-worth
(8)
The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem
Prime Quadrant started after one family discovered that a liquidity event can buy almost anything except unbiased advice. Now the firm serves more than 260 families, caps the roster near 300, and wants to manage the arguments around wealth as carefully as the assets themselves.
The Chicago Firm That Sold Wall Street's Playbook to Families Who Aren't Endowments
Two Chicago traders spent a decade turning hedge-fund tactics into a wealth business for families who aren't endowments. In 2026 they sold it - $5.6 billion later.
Bernstein Private Wealth Management
A research house that started by publishing uncomfortable truths now spends its days on the harder question wealthy families rarely say out loud: who gets it, and will the money outlast the people who made it.
UBS
How a 163-year-old Swiss bank became the world's largest wealth manager - by absorbing the rival that nearly took the whole system down with it.
Wayne Osborne
Wayne Osborne is the co-founder and CEO of Way2B1, a San Francisco-based software company building an integrated operating platform for families and family offices. He spent roughly 25 years working inside the family office world, including running the office of a high-net-worth family in the San Francisco Bay Area, before turning those firsthand frustrations into a product. Way2B1 unifies people, services, documents, and approval workflows behind bank-level security so family offices can make faster, more confident decisions. Osborne, who holds a Master of Divinity from Princeton Theological Seminary, also serves on the board of the San Francisco Child Abuse Prevention Center.
Way2B1
Way2B1 is a San Francisco-based SaaS company that builds a secure, cloud-based collaboration platform for family offices, wealth managers, and the ultra-high-net-worth families they serve. Positioned as a 'digital chief of staff,' the platform centralizes secure messaging, document management, asset tracking, approvals, signatures, and decision history into one command center, with an integrated AI assistant to automate routine tasks. Founded in 2015 by family-office veteran Wayne Osborne and former Palantir engineer Casey Ketterling, the company raised a $5.5M Series A in 2017 and helps offices coordinate complex lives with greater clarity, security, and auditability.
Eton Solutions
Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.
Robert Mallernee
Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.