What’s Next?

Boston Family Advisors exists for those who are never content by reaching a single, static goal. Rather, they are always asking, “what’s next?”
As a single-family office supporting multiple families simultaneously, we provide guidance, resources, and opportunities for each family we serve.

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 variety of investment categories.

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Your Profession

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

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Your Family

Our family office services team caters to the unique needs of each client. Regardless of the degree of complexity or urgency, our hands-on approach provides custom solutions for each family.

Client Experience

Our Family Office Services allow our high growth investor, entrepreneur and professional clients to focus on the things they value most. We act as your outsourced CFO, COO, CIO and CSO by managing 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

Nicholas Hofer, CFP®

President

Anne Randall

Chief Financial Officer & Director, Tax Planning

Joshua Leffler

Chief Operating Officer

Alison Rybicki

Director, Family Office Services

Taylor Kale

Senior Financial Advisor

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

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