Boston Family Advisors

How We Work
Client Profile
Client Experience
Your Team
Blog
Inquire

How We Work
Client Profile
Client Experience
Your Team
Blog
Inquire

Boston Family Advisors establishes and operates Single Family Offices for
Venture Capital and Private Equity professionals, Entrepreneurs
and those who are building a legacy of wealth.

How We Work
Client Profile
Client Experience
Your Team
Blog
Inquire

How We Work
Client Profile
Client Experience
Your Team
Blog
Inquire

How We Work

Boston Family Advisors delivers a highly customized family oﬃce experience by building each family office independently and with complete autonomy.

Our ability to leverage the expenses incurred by a typical family office allows our clients to enjoy a single-family office experience at a significantly reduced cost.

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.

Client Profile

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.

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.

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.

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.

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

Learn more

Warren Gibbon, CFA

Chief Investment Strategist

Warren has twenty years of capital markets experience, the last fourteen of these as an investor in a variety of roles. Previously, Warren was an Investment Director for US Equities at Aberdeen Standard Investments and Senior Vice President of US Equities and Global Sector Fund Portfolio Manager at BNP Paribas Asset Management. He holds an undergraduate degree from the University of St. Andrews and an MBA from Cornell University.

Learn more

Nicholas Hofer, CFP

President

Mr. Hofer is responsible for the overall strategic direction, growth and operations of Boston Family Advisors.

Prior to Boston Family Advisors, Mr. Hofer was the EVP, Chief Corporate Development Officer for Boston Private, responsible for the company's strategic growth nationally. He also served as the West Coast Regional Leader, leading Boston Private's presence in Northern and Southern California. Mr. Hofer was a member of Boston Private's Senior Leadership Team and Operating Committee.

Mr. Hofer holds a B.A. in Economics and Political Science from the University of Vermont, an M.Ed from Boston University and an MBA from Babson College. He is a two-time "40 Under 40" winner (Boston and Silicon Valley) and was a Founding Board Member and former Chairman of Phoenix Charter Academy. Mr. Hofer serves on the Head's Advisory Council for St. Mark's School.

Learn more

Taylor Kale

Family Office Director

Ms. Kale is part of the Family Office Services practice for Boston Family Advisors.

Prior to joining Boston Family Advisors, Ms. Kale spent four years at Bain Capital where she worked in the Executive Services group, providing family-office like services to the Firm's Managing Directors.

Ms. Kale received a B.S. in Management and Marketing from University of Massachusetts Amherst and an MBA with a concentration in Finance and Investments from Northeastern's D-Amore-McKim School of Business.

Learn more

Joshua Leffler

Chief Operating Officer

Mr. Leffler is responsible for managing the firm's operations, systems and organizational capabilities. Additionally, he is responsible for sourcing and due diligence of direct investment opportunities.

Prior to Boston Family Advisors, Mr. Leffler served as Corporate Vice President of a privately held, family owned and operated industrial distribution company. In addition, he founded Ryval Ventures, an industry agnostic early-stage venture firm.

Mr. Leffler began his career working in the Office of Governor Mitt Romney. He holds a B.A. in International Relations and a B.A. in Political Science from the University of Southern California and an MBA from Babson College.

Learn more

Anne Randall

Chief Financial Officer & Director, Tax Planning

Ms. Randall is responsible for all aspects of finance, operations, and compliance for Boston Family Advisors, and oversees Tax Planning services.

Prior to Boston Family Advisors, Ms. Randall spent 24 years with Boston Private Bank & Trust Company, where she held several executive positions, including Chief Administrative Officer, Chief Operating Officer, and Chief Financial Officer. In these roles, Ms. Randall had responsibility for finance, operations, information technology, human resources, and corporate real estate. Ms. Randall also served on the Bank's Operating Committee and on the Board of Directors.

Ms. Randall began her career at KPMG in the financial institutions practice. She holds a B.S. in Accounting from the University of Massachusetts, Amherst and is a Certified Public Accountant.

Learn more

Alison Rybicki

Family Office Director

Ms. Rybicki runs the Family Office Services practice for Boston Family Advisors.

Prior to joining Boston Family Advisors, Ms. Rybicki spent seven years at Bain Capital where she worked in the Executive Services group, providing family-office like services to the Firm's Managing Directors. Ms. Rybicki began her career at Darling Consulting Group, an asset liability management consulting firm.

Ms. Rybicki received a B.S. in Finance from Fairfield University and an MBA from Babson College's F.W. Olin School of Business.

Learn more

George Schwartz

Chairman, Advisory Board

Mr. Schwartz is responsible for overseeing all strategic planning and execution for Boston Family Advisors.

Previously, Mr. Schwartz served as the President of Boston Private Bank & Trust Company and Chief Executive Officer of Boston Private Banking Group. He also served as the Treasurer, Chief Operating Officer and Board Member for Boston Private Bank & Trust Company and well as Board Member for Boston Private Wealth. Mr. Schwartz's prior experience includes serving as a Vice President and founding officer of Wainwright Bank & Trust Company.

Mr. Schwartz serves on the board of A Better City; as Chairman of SailBoston; and on the Executive Council of WGBH. He holds a B.A. from Boston University.

How We Work

Client Profile

Your Wealth

Your Profession

Your Family

Client Experience

Chief Investment Officer

Chief Financial Officer

Chief Strategy Officer

Chief Operating Officer

FamilyTrustee

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

Family
Trustee