Company lists · Data refreshed September 2026
Top 20 Family governance consultants based in Boston, United States
RevenueBase identified 27 company matches for family governance consultants associated with Boston, United States as of September 2026 and tracks 938 professional contacts across them, including 654 with verified work emails. Across the United States, New York is the largest hub for this category (74 companies); Boston has 27.
This list covers company matches for family governance consultants associated with Boston, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 20 largest family governance consultants based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 243 contacts → | ||||
Exact match “At SCS, our purpose is to transform wealth into possibility.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 174 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 140 contacts → | ||||
Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 63 contacts → | ||||
Exact match “Crestwood Advisors | Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 58 contacts → | ||||
Exact match “Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 43 contacts → | ||||
Exact match “At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 41 contacts → | ||||
Exact match “TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 32 contacts → | ||||
Exact match “Woodstock Corporation is a privately-owned wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “Located in the heart of Back Bay, Paul | McCoy is an exclusive multi-family office.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “Wingspan Legacy Partners, founded by Christina Wing, is a family business and family office advisory practice, providing global families, founders, and rising leaders with ongoing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 11 contacts → | ||||
Exact match “Sage advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Generation Transition Advisors (GTA) is a family business advisory firm focused on helping family enterprises around the world to plan and execute effective and respectful…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Osbon Capital Management is an independent investment manager and family office services firm located in Boston.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “O.F.O.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “A boutique wealth management firm helping families and endowments with their Next Chapters” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Paul works with family enterprises, family offices, and family councils to improve their ability to collaborate in making decisions related to their business, family, or assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Milestone Business Advisors was built for the benefit of family businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “family governance consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 20 of 27 family governance consultants based in Boston, United States
See the full list, filter by size, metro and specialty, and access 654 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Family governance consultants based in Boston, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 27 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Boston, United States whose business descriptions match “family governance consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 654 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Family governance consultants by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family governance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family governance consultants are there based in Boston, United States?
RevenueBase identified 27 company matches for family governance consultants associated with Boston, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
SCS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most family governance consultants?
New York leads the United States with 74 company records, followed by Houston (37) and Miami (37). Boston has 27.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 654 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 family governance consultants based in Boston, United States. Start with a free account, no credit card.
Download this list →Related lists
Family governance consultants by geography
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- Family governance consultants based in Argentina
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- Family governance consultants based in Belgium
- Family governance consultants based in Brazil
- Family governance consultants based in Canada
- Family governance consultants based in Czechia
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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Company intelligence · public preview
Top 20 family governance consultants based in Boston, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 27 matching company records for family governance consultants based in Boston, United States, with 938 tracked contacts and 654 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 family governance consultants based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  SCSscsfinancial.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hemenway & Barnes LLPhembar.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 140 contacts → |
“Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Crestwood Advisorscrestwoodadvisors.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 63 contacts → |
“Crestwood Advisors | Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Welch & Forbes LLCwelchforbes.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 58 contacts → |
“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Twinfocustwinfocus.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 41 contacts → |
“TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Woodstock Corporationwoodstockcorp.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 32 contacts → |
“Woodstock Corporation is a privately-owned wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Paul Mccoy Family Office Servicespaul-mccoy.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 27 contacts → |
“Located in the heart of Back Bay, Paul | McCoy is an exclusive multi-family office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wingspan Legacy Partnerswingspanlegacy.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 13 contacts → |
“Wingspan Legacy Partners, founded by Christina Wing, is a family business and family office advisory practice, providing global families, founders, and rising leaders with ongoing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Catalyst Financial Partnerscatalystfp.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“Sage advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Legacy Financial Group Northwestern Mutuallegacyfinancialgroup.nm.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 9 contacts → |
“Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  RTS Private Wealthrtsprivatewealth.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 9 contacts → |
“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Generation Transition Advisorsgtadvisors.global HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Generation Transition Advisors (GTA) is a family business advisory firm focused on helping family enterprises around the world to plan and execute effective and respectful…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Osbon Capital Managementosboncapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Osbon Capital Management is an independent investment manager and family office services firm located in Boston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Generation Capital Advisorsgenerationcapitaladvisors.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 4 contacts → |
“At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | O.F.O. Partnersofopartners.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“O.F.O.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sequentis Capitalsequentis-capital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“A boutique wealth management firm helping families and endowments with their Next Chapters” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Edelman & Associatesedelmancoaching.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Paul works with family enterprises, family offices, and family councils to improve their ability to collaborate in making decisions related to their business, family, or assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Milestone Business Advisorsmilestoneba.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Milestone Business Advisors was built for the benefit of family businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 27 company matches
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Family governance consultants: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family governance consultants by metro in the United States
Questions about this company list
What does Exact match mean for family governance consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family governance consultants did RevenueBase find based in Boston, United States?
The saved snapshot records 27 matching company records, 938 tracked contacts and 654 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family governance consultants by geography
- Family governance consultants based in Atlanta, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
- Family governance consultants based in New York, United States
- Family governance consultants based in Argentina
- Family governance consultants based in Australia
- Family governance consultants based in Belgium
- Family governance consultants based in Brazil
- Family governance consultants based in Canada
- Family governance consultants based in Czechia
Cite this list
RevenueBase Data Team. Top 20 family governance consultants based in Boston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-governance-consultants/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family governance consultants based in Atlanta, United States
- Family governance consultants based in Chicago, United States
- Family governance consultants based in Dallas, United States
- Family governance consultants based in Houston, United States
- Family governance consultants based in Miami, United States
- Family governance consultants based in New York, United States
Company intelligence · public preview
Top 20 family governance consultants based in Boston, United States
RevenueBase records 27 matching company records for family governance consultants based in Boston, United States, with 938 tracked contacts and 654 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 family governance consultants based in Boston, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | SCSscsfinancial.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 243 contacts → |
“At SCS, our purpose is to transform wealth into possibility.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 174 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hemenway & Barnes LLPhembar.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 140 contacts → |
“Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Crestwood Advisorscrestwoodadvisors.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 63 contacts → |
“Crestwood Advisors | Simplifying the Complexities of Wealth At Crestwood Advisors, we provide expertise that meets you where you are.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Welch & Forbes LLCwelchforbes.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 58 contacts → |
“Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Banyanglobal Family Business Advisorsbanyan.global HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 43 contacts → |
“At Banyan, we understand that as family business owners you face difficult choices about what’s best for both the business and the family.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Twinfocustwinfocus.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 41 contacts → |
“TwinFocus is a premier boutique multifamily office and private investment firm for global ultra-high net worth accomplished investors, entrepreneurs, their families and other…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Woodstock Corporationwoodstockcorp.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 32 contacts → |
“Woodstock Corporation is a privately-owned wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Paul Mccoy Family Office Servicespaul-mccoy.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 27 contacts → |
“Located in the heart of Back Bay, Paul | McCoy is an exclusive multi-family office.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wingspan Legacy Partnerswingspanlegacy.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 13 contacts → |
“Wingspan Legacy Partners, founded by Christina Wing, is a family business and family office advisory practice, providing global families, founders, and rising leaders with ongoing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Catalyst Financial Partnerscatalystfp.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 11 contacts → |
“Sage advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Legacy Financial Group Northwestern Mutuallegacyfinancialgroup.nm.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 9 contacts → |
“Creating a successful, powerful legacy comes down to making the right strategic decisions around your vision, your wealth, and your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | RTS Private Wealthrtsprivatewealth.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 9 contacts → |
“RTS Private Wealth is dedicated to guiding clients through the complexities of wealth management with integrity, knowledge, and personalized service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Generation Transition Advisorsgtadvisors.global HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 8 contacts → |
“Generation Transition Advisors (GTA) is a family business advisory firm focused on helping family enterprises around the world to plan and execute effective and respectful…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Osbon Capital Managementosboncapital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 5 contacts → |
“Osbon Capital Management is an independent investment manager and family office services firm located in Boston.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Generation Capital Advisorsgenerationcapitaladvisors.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 4 contacts → |
“At Generation Capital Advisors, we are your trusted partner in personalized wealth management, dedicated to working to preserve and grow your family's financial future with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | O.F.O. Partnersofopartners.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“O.F.O.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sequentis Capitalsequentis-capital.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“A boutique wealth management firm helping families and endowments with their Next Chapters” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Edelman & Associatesedelmancoaching.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 3 contacts → |
“Paul works with family enterprises, family offices, and family councils to improve their ability to collaborate in making decisions related to their business, family, or assets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Milestone Business Advisorsmilestoneba.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Milestone Business Advisors was built for the benefit of family businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Family governance consultants: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family governance consultants by metro in the United States
Questions about this company list
What does Exact match mean for family governance consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family governance consultants did RevenueBase find based in Boston, United States?
The saved snapshot records 27 matching company records, 938 tracked contacts and 654 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 family governance consultants based in Boston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-governance-consultants/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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