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Family Offices • Boston

Top Family Offices in Boston (2026)

124 family offices in Boston — 64 single-family and 60 multi-family, 38 with disclosed AUM — ranked by assets under management.

124
Family Offices
64
Single-Family
60
Multi-Family
38
With Disclosed AUM

Boston combines old New England family wealth with newer fortunes from life sciences, technology, and asset management. Its family offices lean institutional and research-driven, with real appetite for venture, growth equity, and healthcare.

FindLPs tracks 124 family offices in Boston — 64 single-family and 60 multi-family offices, of which 38 disclose assets under management. The list below ranks the largest by AUM. Full profiles, verified contact details, and CSV export are available to members.

The 15 Largest Family Offices in Boston

1
Byan Capital is a multi family office based in Boston, United States. Founded in 1984. The firm manages approximately $185B in assets under…
$185.0BAUM
Est. 1984
2
Summit Partners was founded in 1984 with a commitment to find and partner with exceptional entrepreneurs and help them accelerate their grow…
$37.0BAUM
3
JDJ Family Office Services is a multi-family office based in Boston, Massachusetts. The firm provides financial services to ultra-high-net-w…
$15.0BAUM
Est. 2001
4
Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique ne…
$12.7BAUM
Est. 1986
5
Loring Wolcott & Coolidge Office (LWC) is a multi-family office based in Boston, Massachusetts. LWC is committed to helping families achieve…
$11.0BAUM
Est. 1937
6
Newton Investment Management Group' describes a group of affiliated companies that provide investment advisory services under the brand name…
$11.0BAUM
7
AVALT Multi
Avalt is a private-equity focused family office holding company, that aims to empower great management teams to realize the full potential o…
$8.0BAUM
8
TwinFocus Multi
Twin Focus Capital Partners is a multi-family office based in Boston, Massachusetts. Established in 2006, the firm is a premier boutique mul…
$7.0BAUM
Est. 2006
9
Crestwood Advisors Group, LLC is a multi family office based in Boston, United States. Founded in 2003. The firm manages approximately $5.6B…
$5.6BAUM
Est. 2003
10
The Bollard Group is a multi-family office based in Boston, Massachusetts. The Bollard Group seeks to invest in the retailing, real estate…
$5.0BAUM
Est. 1995
11
Boston Financial Management, LLC is a multi family office based in Boston, United States. Founded in 1976. The firm manages approximately $5…
$5.0BAUM
Est. 1976
12
Battery Global Advisors is an independent investment manager. We provide unique alternative investment solutions for institutional investors…
$4.2BAUM
Est. 2006
13
Boston Private is a leading wealth management, trust, and private banking company headquartered in Boston, and serving individuals, families…
$4.2BAUM
14
Howland Capital is a Registered Investment Adviser, focusing on wealth management for individuals, families, trusts and institutions.
$3.2BAUM
Est. 1967
15
Shepherd Kaplan Krochuk offers a wide variety of wealth management services along with alternative asset investment capabilities with a glob…
$2.7BAUM
Est. 1998

Browse all 124 family offices in Boston →

Frequently Asked Questions

How many family offices are in Boston?

FindLPs tracks 124 family offices in Boston — 64 single-family offices and 60 multi-family offices. The database is updated regularly from public filings, company sources, and verified outreach.

What is the largest family office in Boston?

Among the family offices FindLPs tracks in Boston, Byan Capital is one of the largest, with approximately $185.0B in assets under management. See the full ranked list above.

What is the difference between a single-family office and a multi-family office?

A single-family office manages the wealth of one family exclusively, while a multi-family office serves several unrelated families and pools resources for investment, tax, and administrative services. Boston has 64 single-family and 60 multi-family offices in the FindLPs database.

How can I contact family offices in Boston?

FindLPs provides verified direct emails and phone numbers for decision-makers at 124 family offices in Boston. Browsing is free; a Professional or Unlimited plan unlocks full contact details and CSV export for fundraising outreach.

Reach Family Offices in Boston

Unlock verified contacts for 124 family offices in Boston.

LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated August 2026.