Here are ten family offices from our database that are based in New England, along with their websites:
-
Newport Capital Advisors (North Quincy, Massachusetts)
Newport Capital Advisors provides joint venture equity, preferred equity and hybrid structures for multifamily and other property types across the United States. It considers investments of $1 million to $15 million and focuses on existing cash flow, so it will look at older properties in secondary and tertiary markets, with many opportunities coming from the Midwest. Newport works with value-add or stable assets, does not consider new construction, and invests alongside local sponsors who put in at least 10% of the required equity. -
Solomar (Greenwich, Connecticut)
Solomar is the investment vehicle of a family office whose portfolio began in 1974 with proceeds from a minority sale of Hunter Douglas, the family business founded in Europe in 1919. In 2022 the family sold a majority interest in Hunter Douglas to 3G Capital, which substantially increased the size of the portfolio. Solomar invests only its own capital, which supports confidentiality and quick decisions, and it describes itself as an offshore investor with a long-term horizon. Its focus areas include hedge funds and private equity. -
TRAZ Capital Partners (Salisbury, Connecticut)
TRAZ Capital Partners is a family office in Connecticut that invests in growth-oriented private companies with established but still evolving business models. Since 2010 it has made more than 20 investments, about 10 of which remain in the portfolio, and all of them have been non-control positions. Its focus is digital content and educational technology companies, and it relies on company growth to generate returns with limited use of leverage. For diversification, TRAZ also invests in commercial real estate in the Northeast. -
Longwall Family Office (Westport, Connecticut)
Longwall Family Office is an SEC-registered, independently owned investment advisory firm founded in 2021 in Westport. Its investment professionals spent most of their careers as senior executives at institutional asset management firms. Longwall serves high-net-worth families and individuals with customized portfolio construction and management, risk management and tax-aware assessments, and it can work within multi-advisor setups. Its approach centers on long-term strategies that aim to reduce volatility and downside risk while improving after-tax performance. -
TwinFocus Capital Partners (Boston, Massachusetts)
TwinFocus Capital Partners is a partner-led multifamily office and private investment firm founded around 2006. It serves ultra-high-net-worth investors, executives, entrepreneurs and families across generations, and it reported more than $7 billion in assets under advisement as of 2023. TwinFocus integrates tax, legal, investment, philanthropic and intergenerational planning. The SEC-registered adviser is headquartered in Boston's Back Bay and also has an office in Mayfair, London. -
Manchester Capital Management (Manchester, Vermont)
Manchester Capital Management has served wealthy families for more than 30 years, helping them pursue their goals across generations. The independently owned multi family office combines strategy, education and innovation in its work with client families, and each family is supported by a dedicated team. Its investment coverage spans public equities, real estate, hedge funds, private credit, venture capital and private equity. -
Market Street Trust Company (Portsmouth, New Hampshire)
Market Street Trust Company is a client-owned shared family office that works with multigenerational families on their long-term goals. Its history began in 1909 as a single family office supporting the Houghton family, the founders of Corning Incorporated. Over time it evolved into a shared family office serving several families, with an emphasis on people and on adapting its model as the needs of families change. -
The Boston Family Office (Boston, Massachusetts)
The Boston Family Office is a multi family office established in 1996 that provides investment management, financial planning and wealth advisory services to ultra-high-net-worth families. The firm is located on Custom House Street in downtown Boston and is led by founding partner George Beal together with a team of investment professionals. Its investment work covers public equities, private equity and real estate. -
QP Global Family Offices (Greenwich, Connecticut)
QP Global Family Offices manages single family offices for a small number of families worldwide, giving each family full ownership and control of its office while QP Global handles the operations. It was founded in 2017 by former leaders of large single family offices who have experience designing, building and running multi-billion-dollar family offices and managing multi-billion-dollar family investment portfolios. The firm is based in Greenwich. -
North Haven Capital (Portland, Maine)
North Haven Capital is a family office-backed private investment group in Portland that invests in lower middle market family-owned and owner-operated businesses in the Northeast. Its team of entrepreneurs and investment professionals provides capital and access to its networks to help companies grow and improve profitability. With a long-term investment horizon, North Haven focuses mainly on control acquisitions, and its sectors of interest include healthcare, manufacturing and business services.
How to use this list
This New England list mixes direct investors, including a preferred equity provider for multifamily real estate, a growth investor in digital content and a buyer of Northeast businesses, with multi family offices that mainly oversee client capital. Match your approach to the type: direct investors want a specific deal with clear numbers, while multi family offices are better approached with a fund or co-investment that suits their clients' portfolios. Review each office's website for its criteria and use any deal submission channel it lists before contacting individuals.
Decision-makers at these family offices
- Newport Capital Advisors: Jeffrey Juster (President and CEO)
- Solomar: Marko Sonnenberg (Principal & Managing Director)
- Longwall Family Office: John Holland (Operating Partner); Terrence Purcell (Co-Chief Investment Officer and Partner)
- TwinFocus Capital Partners: John Pantekidis (Managing Partner & General Counsel); Jonathan Perry (Chief Financial Officer & Chief Operating Officer)
- Manchester Capital Management: Ted Cronin (Executive Chairman); Mark Kapitan (Chief Technology Officer)
- Market Street Trust Company: Tamer Elshourbagy (Managing Director of Investments & Strategy); Kara Garner (President & CEO)
- The Boston Family Office: George Beal (Managing Partner); Benjamin Richardson (Partner, Portfolio Manager)
- QP Global Family Offices: Peter Pauley (Chief Executive Officer); Peter Mistina (VP of Investments)
- North Haven Capital: Drew Bagin (Partner); Sam Sezak (Partner)
For more information and listings of active family offices: