Boston skyline along the Charles River, home to leading active family offices in Massachusetts

Top 10 Family Offices in Massachusetts (2026)

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Here are ten of the top active family offices from our database that are based in Massachusetts, along with their websites:

  1. Sparta Group
    Sparta Group is the investment office of Gururaj "Desh" Deshpande, a serial entrepreneur who founded or was the initial investor in companies such as Cascade Communications, Sycamore Networks, Airvana, and Tejas Networks. The office backs entrepreneurs and fund managers, investing directly in private companies in life sciences and category-creating technologies as well as in global public and private partnerships.
  2. Schooner Capital (Boston)
    Schooner Capital was founded in 1971 by Vin Ryan, the founder of Iron Mountain, and operates from downtown Boston with no outside limited partners. Its private investments center on technology, software, and services companies at all stages, while its public portfolio is global, concentrated, and built around companies with strong teams and high returns on invested capital.
  3. Kensington Investment Company (Boston)
    Founded in 1983, Kensington Investment Company is the family office of the Lewis family, based in Boston with offices in Utah. It invests mainly in New England and Utah real estate, direct stakes in private companies, and alternative vehicles such as private equity and venture capital funds.
  4. Anchor Capital & Investments (Boston)
    Anchor Capital & Investments is a family office that has been active since 1988. It offers seven disciplined value strategies on established managed account platforms, aimed at investors who want downside protection without giving up growth potential.
  5. BM Family Office (Boston)
    BM Family Office is the personal investment arm of Bruno Maroniene. He actively manages his own funds, directing capital into high-potential ventures in technology, artificial intelligence, biotechnology, and blockchain.
  6. Mugar Enterprises (Boston)
    A privately held family firm, Mugar Enterprises brings more than 50 years of real estate development, operating, and investment experience. Its portfolio spans shopping centers, entertainment venues, hotels, and biotech lab space, alongside equity and bond holdings, and the family maintains a strong philanthropic commitment in Greater Boston.
  7. AVALT (Boston)
    AVALT invests only its own money, so it wins only when its companies succeed and grow. The firm makes equity investments of $25 million to over $100 million and focuses on investment results rather than management fees or raising the next fund.
  8. Cove Capital (Boston)
    Cove Capital is a private family company serving the branches of a single family, working to protect and build both financial and human capital. It invests directly and through funds, and looks for private equity and venture opportunities in early stage companies with revenues of roughly $3 million to $20 million.
  9. Growing Well Partners (Burlington)
    Growing Well Partners is a single family office whose investment arm partners with founders and strong management teams. It makes direct investments in private and public companies, and through GWP Impact backs early stage founders working on women's health and wellness.
  10. Fox Creek Capital (Newburyport)
    Fox Creek Capital was founded by a family of serial entrepreneurs. The office applies its operational and transaction experience to investments in small and midsize businesses.

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