List of the 50+ Largest Family Offices in Massachusetts
North America · updated quarterly
List of the 50+ Largest Family Offices in Massachusetts
Every qualifying office in Massachusetts, verified and ranked by size: named decision-makers with direct emails, phone numbers, AUM bands and investment focus.
Business Services · Hospitality Leisure · Industrials
>5B
Verified
Beamonte Investments
Boston, United States
SFO
Media Telecom · Healthcare · Industrials
>5B
Verified
BFA Family Offices
Boston, United States
MFO
Education
unknown
Verified
Sills Family Foundation
Boston, United States
Family Foundation
Materials
1B-5B
Verified
The Boston Family Office
Boston, United States
MFO
Real Estate · Private Equity
1B-5B
Verified
PagsGroup
Boston, United States
SFO
Healthcare · Media Telecom · Technology
500M-1B
Verified
[ + 42 more offices ]
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Locked
Contact-level fields (direct email, phone, LinkedIn) are included in the full dataset.
Featured offices
A few of the offices in the directory
Windrose Advisors
Boston · MFO · >5B
At Windrose is a multi-family office based in Boston, Massachusetts, founded in 2009. The firm invests across hedge funds, real estate, private equity, and venture capital, utilizing co-investments, direct investments, and fund commitments. It oversees more than $5 billion in assets for multiple families, endowments, and foundations.
RWA Wealth Partners is a multi-family office based in Boston, Massachusetts, founded in 2023, and invests in hedge funds, real estate, and fund of funds. It operates as part of RWA Wealth Partners, a woman-led RIA with over $17 billion in assets under management.
TwinFocus Capital Partners is a multi-family office based in Boston, Massachusetts. Established in 2006, the firm manages assets for multiple families. Its investment activities are concentrated in real estate, pursued through co-investments and limited partner fund positions.
Avalt is a multi-family office based in Boston, United States, founded in 2015. It focuses on private equity investments, targeting sectors such as business services, hospitality and leisure, and industrials, with assets under management exceeding $5 billion. The firm deploys partner capital through direct deals and co-investments.
Beamonte Investments is a single family office based in Boston, Massachusetts, founded in 2000. The firm invests across private equity, venture capital, private credit, and real estate, with a focus on sectors including media and telecom, healthcare, industrials, financial services, and technology. The family's wealth originates from the technology industry.
BFA Family Offices is a multi-family office based in Boston, United States, founded in 2018. It serves entrepreneurs and investors by establishing and managing single family offices, investing across real estate, venture capital, and private equity with a focus on the education sector through direct, co-investment, and fund LP participation.
This list contains all 51 family offices in Massachusetts from our verified dataset, ranked from largest to smallest and carrying 514 named decision-maker contacts. It spans both structures: 21 multi-family and 25 single-family offices. Coverage is led by Boston (69% of the list), followed by Cambridge and Beverly.
Sector exposure is broadest in Technology, Healthcare and Industrials. The largest offices by assets include Windrose Advisors, RWA Wealth Partners and TwinFocus Capital Partners.
100% of the offices on this list carry a direct channel: a firm email, phone or contact form, or a named decision-maker's email or LinkedIn. Field-level coverage is shown transparently on this page, and the dataset refreshes quarterly. A purchase includes 12 months of updates.
Who buys this
Built for the teams reaching family-office capital
Fund GPs
Raising a fund
Identify the offices that allocate to your asset class and stage, without burning weeks of associate time on LinkedIn.
Decision-makers with titles, filtered by AUM band and office type
Wealth managers
Mapping the competitor set
See which offices are single- vs multi-family, their AUM band and their sector focus. Stop guessing who does what.
Every office profiled by location, AUM band and structure
Service providers
Selling to family offices
Reach named people at the office, with titles and LinkedIn where available, instead of a generic firm inbox.
Named decision-makers with titles and LinkedIn where verified
Coverage
Where the 51 offices sit: by hub and sector
By location
Boston
35 offices
69%
Cambridge
3 offices
6%
Beverly
2 offices
4%
Foxborough
2 offices
4%
Stoneham
2 offices
4%
Hopkinton
1 office
2%
By office type
Single-family
25 offices
49%
Multi-family
21 offices
41%
Family Foundation
5 offices
10%
Sector exposure
Technology44%
Healthcare42%
Industrials26%
Consumer26%
Real Estate23%
Financial Services21%
Education19%
Business Services16%
Share of the 43 offices carrying classified sector data. Many allocate across several sectors.
Data completeness
Exactly what's filled in, field by field
Coverage varies by office. This is the real fill rate for every field in the dataset, measured across all 51 offices, so you know what you're getting before you buy.
The download: a six-sheet Excel workbook — Summary · Offices (58 columns) · Contacts · Deals · CRM import — plus the same tables as CSV. Sample rows · all 58 columns
No dead ends — all 51 offices are reachable via a website or a direct channel. 100% (51) have a direct channel — a firm email, phone or contact form, or a named decision-maker's direct email or LinkedIn.
Per office · 51 offices
Identity & location
Company name100% · 51/51
Office type100% · 51/51
HQ city100% · 51/51
Description100% · 51/51
Firm profile
AUM band100% · 51/51
Year founded88% · 45/51
Sector focus84% · 43/51
Asset-class focus75% · 38/51
Geographic focus27% · 14/51
Contact & reachability
Website100% · 51/51
Phone65% · 33/51
Company LinkedIn59% · 30/51
Firm email53% · 27/51
Contact form33% · 17/51
Per named contact · 514 people
Person
Name100% · 514/514
Decision-maker flag100% · 512/514
Job title99% · 510/514
Reach
Direct email74% · 379/514
LinkedIn16% · 81/514
Emails and LinkedIn are provided where verified, not fabricated to hit a number.
How we built it
Compiled from public sources, reviewed before release
Each office is assembled from company sites, filings and public records, then reviewed and classified. The same dataset powers our research platform, where records update continuously. Field coverage is shown transparently above. Nothing is fabricated to fill a column.
Sources
Company sites, registries and public web sources, consolidated per office.
Inclusion
Entities operating as a single- or multi-family office in North America.
Classification
Office type, AUM band and sector focus assigned where the evidence supports it.
Refresh
Reviewed and refreshed quarterly; each release supersedes the last.
License
One purchase. Twelve months of refreshes.
Every number on this page is measured from the file you download.
Complete database access
List of the 50+ Largest Family Offices in Massachusetts · Single seat
Ranked by disclosed AUM band, then by named-contact depth: the same ranking the per-country pages use. Offices without a disclosed AUM band rank below those with one. The file is sorted by that ranking and contains all 51 qualifying family offices in Massachusetts in our dataset, not a sample. The 50+ in the title is the minimum we guarantee across refreshes.
An Excel workbook (Overview, Offices and Contacts sheets) plus a flat CSV, delivered as an instant download after checkout and ready to import into your CRM.
Every record reflects the latest quarterly review; the exact data vintage is shown at the top of this page. For 12 months after purchase, each new release is included at no extra cost. List membership can shift between releases as office data changes.
Family offices rarely advertise themselves. Assembling 51 verified family offices in Massachusetts with 514 named decision-maker contacts from public sources takes a research team weeks. This file is that research already done, sold as a one-time purchase rather than an annual platform contract.
Yes. 47 of the 51 offices (92%) include at least one usable email address: a firm or department inbox, a named decision-maker's direct email in the Contacts sheet, or both. Filter to those rows and you have a targeted email list. The difference from a plain email list is the research around it: every row carries the profile columns to qualify a firm before you write to it.
One purchase covers internal business use within your organization: import it into your CRM and use it for outreach, research and analysis. Reselling, republishing or passing the data outside your organization is not allowed; the full license terms are on our Terms of Service page.
Yes. Checkout issues a tax invoice together with your receipt, and you can add your company name and VAT or tax ID during checkout so the invoice is made out to your business.
Data downloads are final sale once delivered, which is standard for digital B2B data. To judge quality before buying, review the sample rows and the field-by-field completeness table on this page, or request the free sample from the site. Broken or incomplete downloads are fixed promptly, and if a delivery differs from what the page advertises we review it individually.
Search, filter and track every office — the same data this file is exported from, updated continuously. Need ongoing access instead of a one-time download?