How We Work

 

Boston Family Advisors serves affluent individuals and their families, including those with sizeable net worth and significant levels of illiquid assets due to private investments, carried interest, real estate holdings, and/or ownership of privately held companies.

Boston Family Advisors is committed to the highest fiduciary standard. We do not accept any form of payment from external advisors, nor do we provide internal financial incentives for up-selling or cross-selling.

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Client Profile

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Your Wealth

We measure wealth based on total net worth, not simply investable assets. We are asset location agnostic, and our platform is entirely open architecture. As such, our families are invested in a broad spectrum of investment categories.

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Your Profession

Our clients have proven track records in venture capital, private equity, and real estate. In addition, we attract entrepreneurs who are creating value and identifying market demands in a range of industries.

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Your Family

A single-family office structure caters to the unique needs of each client. Regardless of the degree of complexity or urgency, we ensure complete oversight, customization and results for each family.

Nonprofits

Born out of our client's desires for fiduciary services related to their own endowments and foundations, we offer RFP consultation and investment manager search and selection to select nonprofit organizations.

Client Experience

Our single-family office structure allows our clients to focus on the activities they value most.
As your outsourced CFO, COO, CIO and CSO, we manage all aspects of your financial life.

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Chief Investment Officer

  • Carried Interest Planning & Strategy
  • ESOP/ESPP Planning
  • Investment Planning
  • Restricted Stock Planning
  • Retirement Planning
  • Stock Option Planning

Chief Financial Officer

  • Personal Financial Statement Preparation
  • Bill Pay Services
  • Cash Flow & Liquidity Planning
  • Cash Management & Reconciliation
  • Debt Financing Analysis & Negotiation
  • Income Tax Planning

Chief Strategy Officer

  • Liquidity Events Planning
  • Philanthropic Services
  • Trustee Services & Consultation

Chief Operating Officer

  • Analysis of Current Advisors & Fees
  • Consolidated Performance Reporting
  • Insurance/Risk Management

Family
Trustee

  • Education Planning
  • Estate Planning
  • Family Financial Literacy
  • Family Governance
  • Multigenerational Wealth Transfer

Your Team

Warren Gibbon, CFA

Chief Investment Strategist

Nicholas Hofer, CFP

President

Taylor Kale

Family Office Director

Joshua Leffler

Chief Operating Officer

Anne Randall

Chief Financial Officer & Director, Tax Planning

Alison Rybicki

Family Office Director

George Schwartz

Chairman, Advisory Board

Contact Us

Boston Family Advisors

Boston Family Advisors
535 Boylston Street
Suite 600
Boston, MA 02116

Phone: (617) 963-0904