Top Family Offices in Massachusetts

In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth. 

As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.

For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations. 

Our database, Dakota Marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.

In this article we are giving you a list of the top family offices in Massachusetts. To see a full list, you can view this in Dakota Marketplace.

1. Berylson Capital Partners

AUM: $39,100,000,000

Metro Area: Boston

2. Pilot House

AUM: $2,000,000,000

Metro: Boston

3. Aragain Capital Management

AUM: $1,000,000,000

Metro: Boston

4. Raptor Group

AUM: $1,000,000,000

Metro: Boston

5. Old Mountain Private Trust Co.

AUM: $1,000,000,000

Metro: Boston

6. Connors Family Office

AUM: $1,000,000,000

Metro: Boston

7. 2M Investment Partners

AUM: $1,000,000,000

Metro: Boston

8. Cabot-Wellington

AUM: $840,000,000

Metro: Boston

9. Blue Haven Initiative

AUM: $500,000,000

Metro: Boston

10. Cross Country Group LLC

AUM: $500,000,000

Metro: Boston

Dakota Marketplace is not just about simplifying the search for family offices; it's about transforming the approach to investment sales and relationship building in the family office domain. Through enabling direct and effective calling strategies on family offices, we empower investment firms to unlock new opportunities, ensuring a targeted and efficient outreach.

Our commitment to all investment management firms is to streamline the fundraising process. By connecting you to the right people, we hope to make it easier for investment firms to achieve their goals while fostering lasting partnerships with the world's most influential family offices.