# Streamline Family Office

Streamline Family Office is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** streamlinefamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/streamlinefamilyoffice

## Regulatory record

- **Reports private funds:** No

## About

Streamline Family Office was established in 2003. Katie Sullivan holds the role of principal. The firm operates from Boston and provides integrated oversight of complex family financial systems. The firm focuses on Healthcare Services. It deploys capital through Private Equity, Venture Capital, Fund of Funds and Real Estate mandates. Geographic reach centers on North America. Team members include multiple CPAs and relationship leaders listed on the firm site as of January 2026. The firm maintains membership in the Palm Beach Hedge Fund Association. No operational events from the last 24 months appear in available records. The firm structure centers on direct coordination of external advisors rather than internal fund vehicles. This model keeps decision rights with client families while limiting public disclosure of holdings.

## Sectors

- Healthcare Services

## People

- Katie Sullivan — Principal

## Questions

### Who runs investment decisions at Streamline Family Office?

Katie Sullivan is listed as principal. Investment oversight occurs through coordination with external advisors rather than an internal committee.

### Does Streamline Family Office participate in fund commitments or only direct deals?

The firm uses Fund of Funds structures alongside direct Private Equity and Real Estate positions.

### What investment stages does Streamline Family Office typically target?

The firm covers Private Equity and Venture Capital stages.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed.

### How is Streamline Family Office related to Pachamama Alliance?

The firm lists Pachamama Alliance among its philanthropic associations.

## Related profiles

- [Keepers](https://altss.com/profile/keepers)
- [Sterling Equities](https://altss.com/profile/sterling-equities)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/streamline-family-office-inc

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