Family Office
Streamline Family Office, Inc.
Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- —
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Streamline Family Office, founded in 2003 by Katie Sullivan, is a Boston-based family office providing tailored financial administration and strategic advisory services to ultra-high-net-worth families, focusing on optimizing complex human and financial capital systems.
Unlock mandates & allocation signals
See Streamline Family Office, Inc.'s active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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