TwinFocus Capital Partners, LLC
TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
City and office type
Boston Multi Family Offices List
This list brings together 12 multi family offices based in Boston. Private equity and venture capital are the most frequently recorded focus areas, followed by technology, fintech and real estate. Other profiles mention public equity, fixed income and artificial intelligence. This range can support early research for founders, business owners and fund managers assessing possible capital partners, as well as investors and advisors mapping firms by stated interest. Six profiles disclose assets under management, while others do not provide that information publicly. Focus labels are a starting point, not confirmation of an active mandate or a fit for a particular opportunity. Review each firm’s public profile and activity before reaching out. The full list adds contact data, decision makers and check size fields for deeper screening and outreach planning.
At a glance
- All 12 listed firms are multi family offices based in Boston.
- Private equity is recorded for 5 firms, and venture capital for 4.
- Technology appears as a focus for 3 firms; fintech and real estate each appear for 2.
- Six firms disclose assets under management, and 5 were founded after 2010.
Family office profiles (12)
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.
Loring, Wolcott & Coolidge Trust, LLC
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
M3 Family Office LLC
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.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Digital Assets
Boston Family Office, LLC
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.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
Daintree Advisors LLC
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.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Battery Global Advisors
Battery Global Advisors is an independent investment manager and multi-family office provider.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Public Equities, Private Equity, Hedge Funds
Osbon Capital Management
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Digital Assets, Funds
Riverview Capital Advisors, LLC
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Boston Family Advisors, LLC
Boston Family Advisors establishes and operates single-family offices for real estate, venture capital and private equity professionals, entrepreneurs and families building wealth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Private Equity
Paul | McCoy Family Office Services LLP
Paul McCoy Family Office Services provides accounting, bookkeeping, and related auditing services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
JDJ Family Office 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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Banyan Tree Capital, LLC
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
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Questions about this list
Which firms are included in the Boston multi family office list?
The list contains 12 firms classified as multi family offices and based in Boston.Their recorded focus areas include private equity, venture capital, technology, fintech, real estate, public equity, fixed income and artificial intelligence.
How can I interpret the recorded investment focus areas?
Treat the focus areas as profile information that can guide initial research. They indicate recorded interests, but do not establish an active investment mandate, available capital or a commitment to consider a particular company or fund. Review each firm’s public information to assess relevance.
How should I approach these offices well?
Tailor your outreach to the office’s recorded interests and explain why your opportunity may be relevant. Be clear about your business or fund, sector, stage and capital needs. Use a concise introduction, research the appropriate decision maker and follow any publicly stated submission process.
How many profiles disclose assets under management?
Six of the 12 profiles disclose assets under management. The other profiles do not show that information in the public data used for this page. Disclosure can vary, so AUM should be considered alongside focus areas and other available profile details.
What does the full list provide beyond this page?
The full list adds contact data, decision makers and check size fields to the public firm-level details. Those fields can make further screening and outreach planning more practical. The list is a research resource and does not promise introductions, funding or outcomes.
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