Family Offices in Boston

Aragain Capital Management is a dedicated single-family office in Cambridge, Massachusetts, established around 2006 for a single multinational entrepreneur, investor, and philanthropist. The firm invests across all major asset classes, public equities, fixed income, private equity, venture capital, and hedge funds, constructing diversified portfolios to meet specific risk and return objectives. Led by Managing Director Era Fuchik, CFA, CAIA. Doesn't solicit other client relationships.

Battery Global Advisors manages about $4.3B for 111 clients. Rooted in the Battery Ventures Family Office established in 2001 to manage assets of senior partners, the firm was formalized in 2005 to build an institutional investment framework. It provides personalized financial planning, investment management, and family office services primarily to venture capital and private equity executives. Led by CEO John O'Connor from One Marina Park Drive, Boston.

Beamonte Investments has executed over US$8 billion in transactions since its founding in 2000, acting as both principal and agent across a wide range of industries and geographies. Core focus is private equity and structured lending across media, fintech, pharma, advertising, creative economy, and adtech.

Blue Haven Initiative is a family office dedicated to putting wealth to work for competitive returns and meaningful impact. The firm manages a diversified impact investment portfolio spanning public equities, fixed-income holdings, private equity, and direct investments. With a multigenerational time horizon, Blue Haven uses the full complement of capital tools available to a flexible family office.

A Boston-based family office that started as a single-family office serving three generations before expanding into a broader wealth management practice. The firm provides investment services and wealth management from its offices at 20 Custom House Street, Suite 700, Boston.

Founded in 1996 to manage the Cabot family's wealth and diversified investment portfolio. The fortune originated from Cabot Corporation, the Boston-based specialty chemicals company. The firm oversees financial, philanthropic, and governance interests of Cabot descendants, using a multi-asset approach with diversified global portfolios emphasizing index ETFs and mutual funds. About 12 professionals provide investment and wealth management services.

Copley Equity Partners invests in privately held, lower-middle market companies from an evergreen, single family office capital base established in 2012. The founding team is responsible for all funding and investment decisions. This structure allows flexibility in transaction structure, ownership, sector, and exit time horizon.

Delaware Ladera Management Company manages the investments of Mary Myers Kauppila, George E. Myers, and William Myers Kauppila.

DesVoeux Guilford is a single family office and advisory firm dedicated to supporting compelling companies in both public and private markets. The firm provides advisory, research, and consultant services for other family offices, specializing in structure, special situations, and cross-border issues. The firm maintains a strong commitment to impact initiatives benefiting economic development, society, and the environment.

Max Egan leads Egan Legacy Partners, a family investment company that acquires and operates established businesses for the long term. The firm emphasizes sustaining business legacies through minimal debt and reinvestment rather than financial engineering. As part of a well-capitalized family office, it can evaluate and close deals quickly.

Growing Well Partners invests in companies at various stages across B2B Software, Real Estate, Hospitality, Banking and Finance, HealthTech, and FinTech. The family office makes direct investments in private and public companies globally, taking a hands-on approach to drive impact within and beyond its portcos.

Founded in 1983, Kensington Investment Company (KIC) is the Lewis Family's family office, based in Boston with offices in Utah. Primary areas of investment include real estate in New England and Utah, direct investments in private companies, and alternative investment vehicles such as private equity and venture capital funds.

McCullen Capital (MCAP) invests and manages the assets of the McCullen family exclusively. Investments include portfolios of public securities, private equities, fund investments, and real estate. The firm doesn't provide financial services or advice to others.

John Osbon founded Osbon Capital in 2005 after twenty years at Morgan Stanley's Wealth Management division and Managing Director roles at Atlantic Trust and Credit Suisse. The firm provides custom investment strategies extending beyond public markets into private equity, private credit, real estate, direct investments, and venture capital. Fully independent, no-commission basis with no parent company influencing investment decisions.

Located in the heart of Back Bay, Paul | McCoy is an exclusive multi-family office. Our partners have over 50 years of experience serving the needs of high net worth individuals and families.

Pilot House is a Boston-based single family office providing investment, philanthropic, administrative, and property management services.

Formed in 2006, Rostam Capital is a Boston-based single-family office specializing in emerging technology market finance. The firm manages and allocates capital across private equity, venture capital, and real estate from offices at 101 Huntington Avenue, Floor 25 in Boston's Back Bay. Rostam maintains a focused investment mandate without soliciting external client relationships.

Our highly individualized approach to investment management gives our clients unmatched flexibility. Some clients seek current high income, some prefer to maximize capital appreciation, many seek a balanced approach, and still others are driven to invest by their values and ethical considerations. SB Investment Partners structures individual portfolios and financial planning to address priorities, risk tolerance, and tax situation.

SRS Capital Partners has managed nearly $60 billion in structured financing across domestic and international capital markets. The firm provides comprehensive services including private equity, venture capital, family office advisory and management, and strategic corporate advisory. SRS Capital Partners helps clients access and manage capital worldwide through its multi-disciplined expertise.

For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management, and multi-generational family office services to ensure family legacies are managed prudently. Founded by the Ayer Family, the company has successfully served four generations while developing expertise in the unique needs of wealthy families.

Mike Zafirovski founded The Zaf Group in 2016 as the family office of the Zafirovski Family. The firm acquires and operates well-run family businesses for the long term, emphasizing operational excellence and values-driven growth across a diversified portfolio generating about $400 million in annual revenue.

Twin brothers Paul and Wesley Karger founded TwinFocus in 2006 as a multi-family office and private investment firm. The firm represents 45+ family office clients globally, each with balance sheets of at least $100M, and reported $7.9B in assets under advisory as of 2023. TwinFocus manages stocks, bonds, mutual funds, private equity, and real estate. Headquartered at 75 Park Plaza, Boston, with a London office in Mayfair opened in 2018.