Compass introduces ‘Family Office’ division for ultra-wealthy clients

Compass Real Estate has launched a new business unit aimed at catering to ultra-high-net-worth clients and family offices.

The new division — called Compass Family Office — is led by Agent Cindy Scholz and will focus on providing strategic, long-term real estate services to individuals and entities managing significant wealth.

“For high-net-worth clients, real estate decisions are never just transactions — they’re strategic,” said Scholz. “Compass Family Office is about meeting those clients where they are, offering the kind of bespoke, long-term service they truly need.”

The firm says the division is designed to fill a gap between typical brokerage offerings and the institutional-level advisory services expected by clients who often manage assets across multiple markets.

Globally, family offices control more than $6 trillion in assets, and real estate remains a key part of their portfolios, Compass said.

The Compass launch comes amid growing demand in the top tier of the market.

In 2024, Compass tracked 307 home purchases priced at $10 million or more across 83 U.S. markets, totaling $7.55 billion in sales. That represented a 16.6% increase from the previous year, according to the company’s own data.

Compass Family Office will offer services such as customized inventory sourcing across geographies, assistance with aligning purchases with long-term goals, and ongoing advisory that spans asset performance, philanthropy and intergenerational wealth planning.

Scholz will initially select agents for the new division through an invitation-only process. The company says the structure may evolve into a formal membership model in the future.

Compass Family Office will make its official debut at a private event on May 4 in Los Angeles, held alongside the Milken Institute Global Conference.