Family Office Real Estate Daily · Family Office Directory
Massachusetts Family Offices
39
Firms
$161.8B
Total tracked AUM
$19.8B
Largest single firm
38 / 1
Multi / Single
Largest by reported AUM in Massachusetts: Rwa Wealth Partners.
Reveal direct contact details
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| Firm | AUM | Contact | Site |
|---|---|---|---|
Rwa Wealth Partners1 Form D Multi-Family Office · Boston Last private placement: Belnova Capital Fund LLC · 2026-03-10 | $19.8B | Email + phone | visit |
Integrated Wealth Concepts LLC Multi-Family Office · Waltham | $18.9B | Phone | — |
Ballentine PartnersVerified22 Form D13F · 2 Multi-Family Office · Waltham Last private placement: Ballentine Private Equity Fund IV, LP · 2026-01-16 | $15.3B | Email + phone | — |
Cw Advisors, LLC Multi-Family Office · Boston | $15.2B | Phone | visit |
Shepherd Kaplan LLCActive · 7 in 90d Multi-Family Office · Boston Last private placement: SKK GlobalAI Investors II, LP · 2026-05-04 | $10.2B | Email + phone | — |
Choate Investment AdvisorsVerified4 Form D Multi-Family Office · Boston Last private placement: 1899 Opportunities Fund III, LLC · 2024-12-30 | $10.0B | Phone | visit |
Aureus Asset Management, LLC1 Form D13F · 1 Multi-Family Office · Boston Last private placement: Aureus Fund I, LLC · 2011-07-25 | $8.4B | Phone | visit |
Crestwood AdvisorsVerified13F · 6 Multi-Family Office · Boston | $8.0B | Phone | — |
Fiduciary Trust International, LLC8 Form D Multi-Family Office · Lincoln Last private placement: Athena Select Real Estate Investment Fund LLC · 2020-08-19 | $7.7B | Phone | — |
Polen Capital Credit, LLC Multi-Family Office · Waltham | $6.1B | Phone | visit |
Gc Wealth Management RIA, LLC Multi-Family Office · Cambridge | $5.8B | Email + phone | visit |
Proficio Capital Partners LLC18 Form D13F · 4 Multi-Family Office · Newton Last private placement: Proficio Canadian Alternative Real Estate LP · 2026-03-19 | $5.3B | Email + phone | visit |
Boston Trust Walden Inc.Verified13F · 1 Multi-Family Office · Boston | $4.6B | Phone | visit |
Pallas Capital Advisors, LLC Multi-Family Office · Braintree | $4.3B | Email + phone | visit |
Beaumont Financial Partners13F · 7 Multi-Family Office · Needham | $3.8B | Email + phone | — |
Castle Rock Advisors LLC Multi-Family Office · Boston | $2.4B | Phone | — |
Foster Dykema Cabot & Partners, LLC18 Form D Multi-Family Office · Waltham Last private placement: FDC Investment Partners VIII, L.P. · 2024-10-04 | $2.2B | Email + phone | — |
Boston Family Office LLC Multi-Family Office · Boston | $2.0B | Phone | visit |
Valence8Active · 2 in 90d Multi-Family Office · Cambridge Last private placement: Valence8 PE 2026 (Cayman) Fund LP · 2026-03-26 | $1.9B | Email + phone | — |
Bay Colony Advisors Multi-Family Office · Concord | $1.4B | Email + phone | — |
Peddock Capital Advisors, LLC Multi-Family Office · Braintree | $836M | Email + phone | — |
Carr Financial Group Multi-Family Office · Worcester | $744M | Email + phone | visit |
Centerpoint Advisors, LLCActive · 1 in 90d Multi-Family Office · Needham Last private placement: Empire Village at Centerpoint Station, LLC · 2026-05-28 | $732M | Email + phone | — |
Rpg Family Wealth Advisory, LLC Multi-Family Office · Burlington | $701M | Phone | visit |
Sandy Cove Advisors, LLC Multi-Family Office · Hingham | $685M | Email + phone | visit |
Monument Group Wealth Advisors, LLC Multi-Family Office · Concord | $679M | Phone | visit |
Little House Capital, LLC Multi-Family Office · Braintree | $675M | Email + phone | visit |
Riverview Capital Advisers LLC Multi-Family Office · Boston | $624M | Phone | visit |
Empirical Asset Management, LLC Multi-Family Office · Wellesley | $560M | Email + phone | visit |
Livelife Capital Partners LLC Multi-Family Office · Southborough | $372M | Email + phone | — |
M3 Advisory Group, LLC Multi-Family Office · Needham Heights | $342M | Email + phone | — |
Boston Family Advisors LLC Multi-Family Office · Boston | $330M | Email + phone | — |
Finer Wealth Management, Inc. Multi-Family Office · Salem | $306M | Email + phone | visit |
Wernau Asset Management Multi-Family Office · Gloucester | $203M | Email + phone | visit |
Concordia Wealth Management, LLC Multi-Family Office · Concord | $197M | Phone | — |
Innovative Advisory Group Multi-Family Office · Lexington | $194M | Email + phone | — |
Risk Paradigm Group, LLC Multi-Family Office · Burlington | $116M | Phone | — |
Family Partners Capital, LLC Multi-Family Office · Hamilton | $92M | Email + phone | visit |
Family Capital Trust Co Single-Family Office · Peabody | n/d | Phone | — |
Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.