| RPG Family Wealth Advisory, LLC | Multi-family office | Burlington, MA | 90% | · | 7 | 13F $479M | May 14, 2026 |
| Twinfocus Capital Partners Llc | Multi-family office | MA | 90% | · | 40 | Foundations $11.2M | · |
| Streamline Family Office Inc | Multi-family office | Dover, MA | 90% | · | 14 | Foundations $5.7M | · |
| R•• W••••• P••••••• | Outsourced family office provider | MA | 90% | · | · | Foundations $126M | · |
| B••••••••• | Single family office | MA | 85% | 1 | 2 | · | May 9, 2024 |
| K••••••••• C•••••• H••••••• | Single family office | Foxboro, MA | 85% | · | 2 | · | · |
| F•••• P••••••• W••••• | Outsourced family office provider | Boston, MA | 80% | 2 | 2 | Foundations $1.0M | · |
| R••• G••••• | Single family office | Belmont, MA | 80% | · | 2 | · | · |
| F••••• C•••••• T•••• C• | Outsourced family office provider | Peabody, MA | 75% | · | 1 | 13F $276M | Apr 29, 2026 |
| B••••• F••••• A••••••• L•• | Outsourced family office provider | Boston, MA | 75% | · | 5 | RAUM $330M | Jun 28, 2023 |
| W•••• • F••••• L•• | Multi-family office | Boston, MA | 75% | · | 17 | · | · |
| K•• | Single family office (probable) | Foxboro, MA | 70% | 1 | 3 | · | Oct 1, 2024 |
| P•••• H•••• A••••••••• L•• | Family investment company | Boston, MA | 70% | · | 3 | · | · |
| T•••••••• | Multi-family office | Boston, MA | 70% | · | 40 | · | · |
| F•••••• H••• A••••••••• I•• | Single family office (probable) | Boston, MA | 70% | · | 1 | · | · |
| S••••••• C•••••• L•• | Single family office (probable) | Boston, MA | 60% | 37 | 10 | Foundations $254M | · |
| S•••• C••• A•••••••• L•• | Outsourced family office provider | Hingham, MA | 60% | · | 12 | 13F $334M | May 5, 2026 |
| W••••• A•••• M••••••••• | Outsourced family office provider | Gloucester, MA | 60% | · | 2 | 13F $143M | Apr 22, 2026 |
| C•••••• S••••• A••••••• | Outsourced family office provider | Marion, MA | 60% | · | 1 | 13F $231M | Apr 20, 2026 |
| C•••••••• W••••• M••••••••• L•• | Outsourced family office provider | Concord, MA | 60% | · | 1 | RAUM $197M | · |
| H•••••• C•••••• L•• | Candidate | Woburn, MA | 50% | · | 1 | 13F $2.7B | May 28, 2026 |
| B••••• C•••••• | Candidate | Boston, MA | 50% | · | · | Foundations $12.6M | · |
| A••••• M••••••••• | Candidate | Boston, MA | 50% | · | · | Foundations $145M | · |
| F••••• M••••••••• G•••• L•• | Candidate | Waltham, MA | 50% | · | · | Foundations $8.5M | · |
| G••••••• F••••• O••••• | Candidate | Lexington, MA | 50% | · | · | Foundations $2.8M | · |
| M••••••• F••••• O••••• | Candidate | Haverhill, MA | 50% | · | · | Foundations $2.4M | · |
| F••••• O••••• M••• S••••••• | Candidate | Beverly, MA | 50% | · | · | Foundations $7.7M | · |
| P••••••••• F••••• O••••• | Candidate | Boston, MA | 50% | · | · | Foundations $46.5M | · |
| S••••• F••••• I••••••••• I•• L••• | Family investment vehicle | Boston, MA | 50% | · | · | · | Apr 24, 2026 |
| F••••• P••••••• C••••••• L•• | Candidate | Hamilton, MA | 45% | · | 2 | RAUM $92.3M | · |
| T•••••••• C•••••• P••••••• L• | Candidate | Boston, MA | 45% | · | 40 | Foundations $22.3M | · |
| B••• C•••••• | Candidate | Boston, MA | 40% | · | 37 | Foundations $42.2M | · |
| B••••••••• C•••••• M••••••••• | Candidate | Boston, MA | 40% | · | · | Foundations $18.6M | · |
| H•••••• J••••• M••••••••• C• I•• | Candidate | Quincy, MA | 40% | · | · | Foundations $20.5M | · |
| C•••••••• M••••••••• C•••••• | Candidate | Bridgewater, MA | 40% | · | · | Foundations $11.5M | · |
| F•••• I••••••••• S••••••• | Candidate | Newburyport, MA | 40% | · | · | Foundations $8.1M | · |
| G••••• M••••••••• A•••• F•••••••• | Candidate | Boston, MA | 40% | · | · | Foundations $10.4M | · |
| G••••• M••••••••• A••••••••• | Candidate | Boston, MA | 40% | · | · | Foundations $12.5M | · |
| N•••• C•••••• I• L•• | Candidate | MA | 40% | · | · | Foundations $187M | · |
| N•••••••• A••••••• L•• | Candidate | Lincoln, MA | 40% | · | · | Foundations $6.4M | · |
| R••••••• P••••••• | Candidate | Boston, MA | 40% | · | · | Foundations $27.7M | · |
| R••• S•••••••• C•••••• | Candidate | MA | 40% | · | · | Foundations $764,477 | · |
| T•• M••••••• C•••••• | Candidate | Boston, MA | 40% | · | · | Foundations $46.1M | · |
| U•• A••••••• N• L•• | Candidate | Newburyport, MA | 35% | · | · | Foundations $6.0M | · |
| C•••••• C•••••• C••• ••• ••• | Candidate | Braintree, MA | 30% | · | 1 | 13F $279M | May 8, 2026 |
| B••• C•••••• P••••• E••••• M••••••••• I•• L•• | Candidate | Boston, MA | 30% | · | 38 | · | May 14, 2026 |
| T•••• C••••••• L•• | Candidate | Cohasset, MA | 30% | · | 1 | 13F $725M | May 15, 2026 |
| E•••• M••••••••• | Candidate | Brookline, MA | 30% | 3 | 1 | Foundations $3.2M | · |
| F•••••••• C•••••• I•• | Candidate | Concord, MA | 30% | 4 | · | Foundations $941,204 | · |
| B••• C• F• D•••• | Candidate | Boston, MA | 30% | · | 3 | 13F $225M | Apr 9, 2026 |