LP Directory

JDJ Family Office Services is a multi-family office based in Boston, Massachusetts. The firm provides financial services to ultra-high-net-worth individuals and families. Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters.

Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique needs.

Loring Wolcott & Coolidge Office (LWC) is a multi-family office based in Boston, Massachusetts. LWC is committed to helping families achieve their financial goals, today and for generations to come. We earn our clients' trust by providing solutions that meet their needs and reflect their values.

Avalt is a private-equity focused family office holding company, that aims to empower great management teams to realize the full potential of their businesses. Founded in 2015 and based in Boston, Massachusetts. the firm makes private equity investments using its partners' own capital. Collectively, we have 60 years of experience managing $8 billion of equity invested in over 40 countries worldwide. We've invested in: Electrical Equipment Restaurants and Bars Commercial Services Other Devices and Supplies

Twin Focus Capital Partners is a multi-family office based in Boston, Massachusetts. Established in 2006, the firm is a premier boutique multifamily office for global ultra-high-net-worth professional investors, entrepreneurs, their families, and other professional investors looking to preserve, enhance, and transfer wealth across multiple generations. The firm's proprietary total balance sheet approach and direct investing platform incorporate the nuances and complexities of all family members and integrate all aspects of Tax, Legal, Investment, Philanthropic, and Intergenerational Planning in its tireless pursuit of establishing enduring legacies. The firm has assets under advisement of more than $7.9 billion* and manages diversified investment solutions that include exclusive access to unique direct investments in private equity and real estate.