Boston Family Office LLC
SEC RegisteredYour Family's Personal Wealth Management Team
About the firm
The Boston Family Office was founded in 1996 by a core group of professionals who had actively managed the financial affairs of their families and other individuals and trusts for decades. The firm provides individualized portfolio management and comprehensive financial planning, with a commitment to maintaining independence and keeping the client as the primary focus. Since opening with $100 million in assets, the firm has grown to over $1 billion under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including individualized portfolio management and comprehensive financial planning; custody relationships with BNY Mellon and Fidelity; trusts and estates guidance with principals serving as trustees and executors; and trusted advisor services for clients seeking periodic advice or a financial intermediary between beneficiaries and trustees.
Who they serve
Individuals, families, and trusts, including beneficiaries of multigenerational, generation skipping, and charitable trusts, as well as those seeking periodic or one-time investment advice.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Boston Family Office LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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