Boston Family Advisors establishes and operates
Single Family Offices for
Leading Investors and Entrepreneurs.

“When we build, let us think we build forever.”

– John Ruskin (1819-1900)


A singular approach that begins with in-depth research and discovery to identify distinct needs and attributes. Relentless focus on client communication, full transparency, and accountability. Infrastructure and resources that provide economies of scale while allowing clients a true single-family office experience


An institutional methodology that combines asset allocation and manager selection expertise with a long-term focus to compound multi-generational wealth. Entirely independent and open architecture with an emphasis on identifying new ideas and backing emerging managers. High conviction, customized solutions built specifically for each family.


A recognition that the services desired are predicated on the uniqueness of each client. We respect and welcome the subtleties and complexities each family brings with services that include investment management, financial planning, trust & estate and tax planning, and generational wealth transfer.


Customized software that enables the aggregation of every asset in one report for high-quality, real-time analysis of complex ownership structures and multiple asset classes. Secure cloud-based reporting technology that facilitates integrated analysis and nuanced recommendations.


A select group of clients forming an ecosystem of distinctive families, entrepreneurs, innovators, community leaders, pioneers, and disruptors. Clients that are energized by new ideas, driven by purpose and motivated to pass on their legacy to the next generation.


A fiduciary standard that ensures our loyalty is to the families we serve; not first and foremost, but solely. A level of transparency and simplicity that makes clear our obligation to act for our clients’ benefit.


Nick Hofer, CFP®


Laura Tuttle

Head of Family Offices

Warren Gibbon, CFA

Chief Investment Officer

Josh Leffler

Chief Operating Officer

Cameron Nagao

Operations Analyst

Tom Callahan, CFP®

Director of Family Wealth Planning

Chuck Driscoll

Family Office Associate

Jason Dudhane

Finance & Accounting Associate

Becky Duseau

Chair, Investment Advisory Board

George Schwartz

Chair, Corporate Advisory Board

The authenticity and conviction we bring to each family office has helped us build an enviable word-of-mouth reputation that ensures that the client’s experience is personal and highly discreet.

For more details, let us know how we can reach you.

535 Boylston Street, Suite Six Hundred
Boston, Massachusetts 02116