State list
This Maine list contains one family office profile, based in Portland. It is classified as a multi-family office, with listed areas of focus spanning investment management, financial life planning, multi-family office services and private trustee services. That mix points to a service-oriented profile, so readers looking for a direct investment mandate should review the firm’s public description before deciding whether it fits. The page is a narrow starting point for founders, fund managers and advisors researching family office activity in Maine. The database also includes 14 nearby profiles to broaden a regional search beyond the state. Those nearby offices are not counted in the Maine total. Use the list to understand what is represented in the state-level coverage, then consider whether a wider geographic scope would better match your fundraising or research needs.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
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.
Starboard Advisors provides family office services for families managing concentrated wealth from a single office. Its services include foundation management, tax planning oversight, trustee services, financing analysis, and financial education.
More family offices from nearby areas.
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.
Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.
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.
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.
Market Street Trust Co. is a multi-family office established to manage the wealth of the Houghton family, founders of a glassmaking company. It provides customized services to client families across generations.
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.
Baldwin Brothers is an independent wealth management firm providing investment advisory and family office services. Its services support families with wealth management and financial planning across generations.
Sandy Cove Advisors is a multifamily office advising individuals and families on investments, estate and succession planning, philanthropy, taxes, insurance, cash flow, debt, bill paying, and elder care.
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.
Jordan Park Trust Company is a multi-family office and trust company that provides trust services and wealth management for individuals and families. Its services include private family trust companies and coordination with estate planning.
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.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
The state list contains one profile, located in Portland. The statistics also note 14 nearby profiles, which may help broaden research beyond Maine. Those nearby entries are separate from the Maine count, so the page is best treated as a limited state-level starting point.
The listed profile is classified as a multi-family office. Its recorded focus areas include investment management, financial life planning, multi-family office services and private trustee services. Review the public firm profile to assess whether its activities align with your capital or research needs.
Start by checking the office’s stated activities and geography against your specific needs. Prepare a concise explanation of your business, fund strategy or research purpose, and be clear about the relevant stage, sector and potential fit. The free page does not provide contact details.
the profiles on this page show no disclosed assets under management for the Maine profile. That does not establish the office’s actual asset level. Use the available public profile details as a starting point, and avoid treating undisclosed figures as zero.
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