City list
This list covers 30 family offices based in Boston. It includes 18 single-family offices and 12 multi-family offices, so readers can compare organizations serving one family with firms that work across multiple families. Disclosed focus areas include private equity and venture capital, alongside technology, real estate, alternative investments, hedge funds, fintech and artificial intelligence. The range of investment interests may help founders, fund managers and advisers identify profiles worth researching against a particular mandate. Public profiles also vary in depth: 11 offices disclose assets under management, while founding dates span a broad range. Use the table as a starting point for checking fit, not as evidence that an office is actively investing or accepts unsolicited proposals. Before reaching out, review each office’s stated focus and tailor a concise note to its investment approach.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Ferré Rangel Family Office manages the Ferré Rangel family's real estate investment strategy. Its investments include value added real estate opportunities in growing markets in the United States and Latin America.
Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.
J.M. Forbes & Co. is a multi-client investment advisory and trust office providing money management and trustee services to individuals, trusts, and foundations. Its services include investment, estate, and tax planning, with an emphasis on long-term capital preservation.
Cove Capital serves branches of a single family and manages core and venture investments, both directly and through funds. It also partners with other families and firms on growth initiatives and supports philanthropic objectives.
Cabot-Wellington is a single-family office established to serve the descendants of the Cabot family.
Landon Capital Partners is the direct private equity investment group of the Landon family and selected co-investment partners. It targets control investments in middle-market businesses, primarily in the United States.
Wincove Private Holdings partners with private businesses and their management teams to support growth and build companies. It invests in small, growing companies through a holding company with permanent equity capital.
Berylson Capital Partners is a single family office. Its stated areas include hedge funds and alternative investments, with experience across public equities, distressed debt, and private investment opportunities.
DesVoeux Guilford is a single-family investment office and holding company that invests in public and private markets across sectors and geographies. It also advises other family offices and supports social and philanthropic projects.
Raptor Group Holdings is a private investment company and single family office for the Pallotta family. Its stated interests span technology, financial services, sports, and media.
Old Mountain is a single-family office for the Field family. The family established a department store business, and the office is associated with publishing businesses.
SB Investment Partners is a single family office involved in multifamily real estate investing and private equity and venture capital investing, including angel and seed investments. It also provides wealth advisory and asset management services.
McCullen Capital is a family office that invests and manages assets for the McCullen family.
Pilot House is a single family office providing investment, philanthropic, administrative, and property management services.
Tidal Capital Management is a single family office based in Boston, Massachusetts. Its stated areas include venture capital, early-stage investments, and medical and technology sectors.
Acadia Management is a multigenerational single-family office.
Cairnwood Cooperative Corporation is a single-family office that manages the affairs of the Pitcairn family.
The Langer Family Office is a private family office for the Langer family.
TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
M3 Family Office serves private equity professionals, their families, and other high-net-worth individuals. Its services include investment management, asset allocation, tax and estate planning, and coordination of cash flows and capital calls.
Boston Family Office develops financial plans based on each client’s assets, needs, and goals. It monitors investment results and adjusts portfolios or strategies as needed.
Daintree Advisors is a multi-family office and wealth management firm. Its stated areas include tax-efficient and socially responsible investing, along with philanthropic planning.
Battery Global Advisors is an independent investment manager and multi-family office provider.
Osbon Capital Management provides investment management and family office services to families, entrepreneurs, and executives. Its investment focus includes technology trends such as e-commerce, cloud computing, semiconductors, artificial intelligence, advertising technology, digital healthcare, and digital finance.
Riverview Capital Advisors is a multi-family office serving families, professionals, and business owners. It provides investment, wealth, and business advisory services, along with asset management and financial planning.
Boston Family Advisors establishes and operates single-family offices for real estate, venture capital and private equity professionals, entrepreneurs and families building wealth.
Paul McCoy Family Office Services provides accounting, bookkeeping, and related auditing services.
JDJ Family Office Services is an administrative multi-family office that provides personal financial and administrative support to individuals and families. Its services are available in customized arrangements.
Banyan Tree Capital is an independent multi-family office advisory firm serving families and corporate clients. It provides support with wealth, benefits, and financial matters.
340 events hosted since 2007, from summits to small workshops.
The list includes 18 single-family offices and 12 multi-family offices identified with Boston as their listed city. It does not add nearby offices. These categories describe the office structure, but do not by themselves indicate investment capacity, mandate or willingness to consider an approach.
Private equity is listed for 11 offices and venture capital for 10. Other recorded focus areas include technology, real estate, alternative investments, hedge funds, fintech and artificial intelligence. A focus label is a useful research clue, though it does not confirm a current mandate or a fit with a specific opportunity.
Start by checking the office’s public profile and stated investment focus. Send a concise, relevant note that explains the opportunity, why it may fit that focus and what information is available for review. Avoid assuming that a family office accepts unsolicited proposals, and follow any published submission guidance.
Assets under management are disclosed for 11 of the 30 listed offices. The field is shown where available, while the remaining profiles may not publish it. Treat disclosed figures as profile information rather than a complete comparison of resources or an indication of funds available for a particular investment.
The full list adds contact data, decision makers and check size fields to support more targeted research. Those fields can help founders, fund managers, investors and advisers assess whom to contact and whether a potential range may fit. A request provides information for research, not an introduction or investment outcome.
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