State list
This Massachusetts list contains 50 family office profiles, with 27 based in Boston. Beverly, Waltham, Quincy and Cambridge also appear among the locations represented. The database includes 24 single-family offices and 26 multi-family offices, giving readers a mix of office structures to research. Private equity is the most frequently recorded focus, followed by real estate and venture capital. Alternative investments, technology, fintech, hedge funds and fixed income also appear in the listed profile statistics. AUM is disclosed for 21 profiles, while other entries do not have a disclosed figure in these statistics. Founders and fund managers can use the categories to form an initial prospect set, while investors and advisors can use the page to map regional coverage. Treat each focus area as a research signal, then review the public profile for more context before considering an 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Fortis Management Group is a multi-family office providing fee-only wealth management services. It supports families with financial management and advice.
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.
The Erskine Company is a multi-family office that provides families with flexible access to family office services and investment expertise.
Proficio Capital Partners is a multi-family office that manages liquid and illiquid financial assets for families, trustees, and administrators. It also provides access to select private placements in domestic entrepreneurial businesses.
Diversified Financial Management is an independent investment advisory and financial planning firm. It provides personalized financial planning and investment services in a multi-family office format.
RPg Family Wealth Advisory is an independent multi-family office advisory group. It provides family wealth planning strategies and fiduciary services.
Streamline Family Office provides personalized family office services to help clients organize their financial affairs and maintain clarity and control.
The 1911 Trust Company provides trust, wealth management, and multi-generational family office services to individuals, business owners, and families. Founded by the Ayer family, it has managed the family's wealth across four generations.
Rucker Investments is a family office with diversified holdings that invests in companies facing business challenges. It provides strategic, operational, and financial resources to support businesses and their communities.
Family Office Management Services provides administrative support, household management, financial and investment reporting, and oversight and consulting to families. Its services can be tailored to each family's needs.
Fox Rock Capital is a single family office and financial services company founded in 2015.
JF Family Office is associated with an executive background spanning corporate finance, strategy, technology, and business management. Its stated investment areas include equities, fixed income, real estate, and private equity.
Mittelman Wealth Management is a multi-family office firm based in Andover, Massachusetts.
Blue Haven Initiative is a family office that invests across asset classes with the stated aim of combining financial returns with social and environmental outcomes. Its portfolio includes public equities, fixed income, private equity and direct investments.
Aragain Capital Management is a single-family office responsible for asset allocation, investment strategy, risk management, and fund and manager implementation. It oversees public and private investments and includes cash planning and liquidity management.
Little Harbor Advisors grew out of a family office focused on alternative investments, including private equity, hedge funds and commodity trading advisers. It provides investment analysis, manager due diligence, product development and related investment services.
Sparta Group is the investment office of the Deshpande family, investing in founders and companies. Its past investments include businesses that later became public or were sold.
Island Capital is a single-family office established by the Senerchia family. Its activities include public and private investments and the formation and management of partnerships investing in private alternative asset vehicles.
Shepherd Kaplan Krochuk provides family office services, including capital market services for direct and co-investment opportunities in alternative investments.
LEGA.C Capital is a multi-family office that provides wealth preservation, wealth transfer, and family office support to founders, entrepreneurs, executives, and families.
Kensington Capital Holdings is a single-family office investing in private equity and venture capital funds, as well as privately held companies.
340 events hosted since 2007, from summits to small workshops.
The list includes 50 Massachusetts profiles. Boston is the most represented city, with Beverly, Waltham, Quincy and Cambridge also among the locations in the profiles on this page.
Both structures are represented. The statistics classify 24 profiles as single-family offices and 26 as multi-family offices. Use the public profile details to understand each firm’s role and services rather than assuming the office type alone determines its investment activity.
Private equity appears most often, followed by real estate and venture capital. The recorded categories also include alternative investments, technology, fintech, hedge funds and fixed income. These labels summarize profile data and do not confirm a current or active mandate.
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