Boston Family Advisors delivers a Single-Family Office experience to
Venture Capital, Private Equity, and Real Estate professionals and Entrepreneurs
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.
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.
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.
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.
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.
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.
Boston Family Advisors
535 Boylston Street
Suite 600
Boston, MA 02116
Phone: (617) 963-0904
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