Boston Family Office

EST. AUM
$2,019,164,947

CONTACTS
8

CLIENT ACCOUNTS
816

Firm Details

Metro area Boston
CRD Number 107141
Website bosfam.com
Client types

Overview

Established in 1996, The Boston Family Office was founded by seasoned professionals who had been entrusted with the financial affairs of their own families, as well as those of other individuals and trusts. With decades of collective experience, the founders identified an opportunity to deliver superior results and personalized service through a smaller, independent firm. Today, The Boston Family Office stands as a testament to their vision, managing an impressive portfolio of over $1 billion in assets. This wealth is distributed across more than 300 individuals and families, each benefiting from tailored management by a principal of the firm. The emphasis on individualized attention reflects the commitment to understanding the unique financial goals and needs of each client All US Equities & Fixed Income are managed in house. International Equities, Real Estate, Private Equity third party managers are utilized.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Boston Family Office

Platform Details

Investment Preferences

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Address

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