Family Offices in Boston

AVALT, founded in 2015 and headquartered at 11 Arlington Street in Boston, Massachusetts, is a private equity family office that invests its own capital. It was established by Ian Reynolds, Marko Kivisto, and Mark Verdi—three former senior partners at Bain Capital with extensive experience in global private equity, portfolio operations, and corporate leadership. The firm operates as a family-office-style investment vehicle with permanent capital and no external LPs, allowing for long-term, flexible investment horizons. AVALT focuses on control or majority investments in mid-sized companies, often serving as the first institutional capital partner. Typical equity investments range from $25 million to $150 million, targeting companies with $5–35 million in EBITDA. Sector focus includes business services, healthcare, consumer products, industrials, and technology/media/telecom (TMT). The team takes a selective approach to dealmaking, concentrating on a small number of high-conviction investments to build strong partnerships with management. With more than $8 billion in realized equity across 40+ companies, the founders bring deep operational and financial expertise. AVALT adds value through strategic planning, M&A execution, and operational improvements—while minimizing unnecessary oversight. The firm's unique structure as a privately capitalized family office ensures close alignment with leadership teams and the flexibility to support sustainable, long-term business growth.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Stanhope Capital Group is a global independent wealth management and advisory firm established in 2004. The firm provides a comprehensive suite of services including wealth management, consulting, merchant banking, and private investments to private clients, corporations, and non-profit organizations worldwide. Their mission is to deliver state-of-the-art investment expertise with objectivity, transparency, and high service standards, built upon three core pillars: objectivity, alignment of interest, and innovation.The firm was founded by Daniel Pinto. In February 2021, Stanhope Capital Group significantly expanded its global footprint by merging with US-based FWM Holdings, which owns Forbes Family Trust, LGL Partners, and Optima Asset Management. This was followed by a merger with Luxembourg-based Arche Associates. These strategic mergers have positioned Stanhope Capital as one of the world's largest independent wealth management and advisory firms.Stanhope Capital oversees in excess of USD 41 billion in client assets. The firm is committed to responsible investing and is a signatory of the UN Principles for Responsible Investment (UNPRI), supporting clients in aligning their investments with non-financial targets. Their investment approach spans public and private markets, with a focus on private equity, real estate, and private credit through a range of access vehicles and directly managed funds.The firm's senior team comprises seasoned investment professionals with extensive experience in fund management, asset allocation, and manager selection across global markets. They operate from eight offices located in major financial hubs including London, Luxembourg, Geneva, Paris, New York, Philadelphia, Palm Beach, and Boston, employing around 160 people.

B-FLEXION is a private, entrepreneurial investment firm that partners with sophisticated capital to deliver exceptional value across generations while contributing positively to society. The firm oversees growth-oriented operating businesses and asset managers, employing an 'active owner' philosophy. Their investment approach combines multi-generational family values, an entrepreneurial mindset, and institutional private equity disciplines, allowing them to build significant expertise across diverse investment areas.The firm's heritage traces back to 1906 with the founding of Serono, a global biopharmaceutical company built over three generations by the Bertarelli family. Ernesto Bertarelli, who chairs B-FLEXION, oversaw Serono's substantial growth and NYSE listing. Following Serono's acquisition, Kedge Capital was formed in 2002 to manage investment proceeds. A decade later, Waypoint Capital, the predecessor to B-FLEXION, was launched to consolidate the emerging group. The Waypoint group was rebranded to B-FLEXION in 2022, signifying an evolution of its strategy and ambitions.B-FLEXION invests in and partners with asset managers across a broad spectrum of sectors, including Private Equity, Venture Capital, Infrastructure, Technology, Real Estate, Hedge Funds, Public and Private Credit, and Public Securities. They also actively grow operating businesses in transformative industries, with a particular focus on Life Sciences, Healthcare Services, and Digital Health. Notable investments include companies like Radius Health, Paratek Pharmaceuticals, OptiNose, Naveris, Stallergenes Greer, Zwift, HerMD, and Santhera.The firm emphasizes targeting and developing top talent, with its people's commitment to group values being a strategic imperative. Their investment and operations teams apply their experience and skills to work closely with management at portfolio companies, aiming to achieve shared goals and drive value. B-FLEXION maintains offices across Europe and in the United States, reflecting its global investment reach and operational presence.