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Boston Family Office LLC

Headquartered in BOSTON, MA

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Firm Information

Boston Family Office LLC is an investment advisor registered with the SEC. They provide investment advisory services such as financial planning, portfolio management for individuals, and selection of other advisors. The firm has 9 investment advisory functions and 8 investment advisor representatives. They manage approximately $1,736,646,169 in assets for 789 clients. Their client base consists primarily of high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They also offer trust and estate review and administration services.

Boston Family Office LLC

88 BROAD ST. (2ND FLOOR)

BOSTON, MA 02110

$1.74B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust & estate review & admin.

Trust & estate review & admin.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BOSTON FAMILY OFFICE LLC has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Boston Family Office LLC

View All 8 Advisors
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Michael James Unger

CFA®, RA

BOSTON, MA

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Elizabeth Greer Candler

CFA®, RA

BOSTON, MA

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George Putnam

RA

BOSTON, MA

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Eliza Hapgood Rowe

RA

BOSTON, MA

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Dylan Chamberlaine Brix

CFA®, RA

BOSTON, MA

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Michael Joseph Dorsey

CFP®, CFA®, RA

BOSTON, MA

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Benjamin Taylor Richardson

CFA®, RA

BOSTON, MA

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Unclaimed
George Putnam Beal

RA

BOSTON, MA

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Disclosures

There are no public disclosures for Boston Family Office LLC.

Frequently Asked Questions (6)

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