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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.
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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.
Investments
Institutional
Experienced institutional investors combining allocation and manager selection expertise to compound multi-generational wealth. Delivering solutions across all private and public asset classes with a special focus on alternatives. Asset location agnostic, we offer a range of services from advisory to fully outsourced portfolio management.
Aligned
Working with families to align portfolios with goals and values, we are unbound by any product, service, strategy or corporation. We are not paid by any outside manager, nor are we incentivized by how we invest your assets.
Rigorous
Rigorous institutional due diligence process that includes traditional economic and financial analysis, as well as diversity and sustainability criteria. Engaged, active investment partners who are committed to uncovering new ideas and identifying leading investors in their respective industries.
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 University.
Josh Leffler
Chief Operating Officer
- Former Executive Vice President of a privately-held and family-owned business and aide to Governor Mitt 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 Management Finance Management and Entrepreneurship from Babson College.
Becky Duseau
Chair, Investment Advisory Board
- Co-founder and Chief Compliance Officer of Adamas Partners, LLC.
- Becky worked at Cambridge Associates from 1996 to 2000.
- Becky has a BA from Tufts University and an MBA from the Tuck School of Business, Dartmouth College.
- Becky 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.
- George was a founding officer of Wainwright Bank & Trust.
- George served as Assistant Vice President of Bank of New England.
- George has a BA from Boston University.