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Boston Family Advisors establishes and operates
Single Family Offices for
Leading Investors and Entrepreneurs.
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“When we build, let us think we build forever.”
– John Ruskin (1819-1900)
Approach
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
Investments
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.
Services
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.
Technology
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.
Community
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.
Fiduciary
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.
team
Nick Hofer, CFP®
President
- Former Executive Vice President, Chief Corporate Development Officer for Boston Private.
- BA in Economics and Political Science from the University of Vermont, a M.Ed from Boston University, and an MBA from Babson College.
Laura Tuttle
Co-Chief Investment Officer
- Former Director of the private client group at SCS Financial and Managing Director at Cambridge Associates.
- BA in History from Boston College and an MBA from the Johnson Graduate School of Management at Cornell University
Warren Gibbon, CFA
Co-Chief Investment Officer
- Former Investment Director for US Equities at Aberdeen Standard and SVP of US Equities at BNP Paribas.
- MA in Economics from the University of St. Andrews and an MBA from the Johnson Graduate School of Management at Cornell.
Josh Leffler
Chief Operating Officer
- Former Executive Vice President of a privately-held and family-owned business and aide to Governor Romney.
- BA in International Relations and Political Science from the University of Southern California and an MBA from Babson College.
Taylor Kale
Family Office Director
- Former Sr. Finance Associate at Bain Capital and Analyst at Dell EMC.
- Bachelor of Business Administration from the Isenberg School of Management at UMass Amherst and an MBA from the D'Amore-McKim School of Business at Northeastern.
Tom Callahan, CFP®
Family Office Director
- Former Wealth Manager and Financial Planner at The Colony Group and Account Officer at F.L. Putnam Investment Management.
- Bachelor of Science in Business and Finance Management and Entrepreneurship from Babson College.
Chuck Driscoll
Operations Associate
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Former Client Account Manager at Brown Brothers Harriman and Client Advisor at SCS Financial.
- Bachelor of Science in Finance from Quinnipiac University and MBA from Quinnipiac University.
Jason Dudhane
Finance & Accounting Associate
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Former Finance Associate at Paul|McCoy Family Office Services.
- Bachelor of Science in Finance from Quinnipiac University.
Becky Duseau
Chair, Investment Advisory Board
- Co-founder and Chief Compliance Officer of Adamas Partners, LLC.
- Investment Consultant at Cambridge Associates
- BA from Tufts University and an MBA from the Tuck School of Business, Dartmouth College.
- Currently serves on the Investment Committees of Mass General Brigham and the Berklee School of Music.
George Schwartz
Chair, Corporate Advisory Board
- President of Boston Private Bank and Chief Executive of Boston Private Banking group.
- Founding officer of Wainwright Bank & Trust.
- Assistant Vice President of Bank of New England.
- BA from Boston University.
Contact Details
- (617) 963-0904
- Info@bostonfamilyadvisors.com
- 118 Newbury Street, Boston, MA 02116
- © 2022 Boston Family Advisors