family office advisory services

Boston started as a family office for a wealthy family, and the delivery of these services remains a specialty and passion of the company.

The proper management of the family office is at the very heart of ensuring continued stability, success and safety of the family assets.

We are able to deliver an end to end service or work with your existing family office and advisers. Trust a company that understands the profound responsibility of family office management and the value of absolute confidentiality.

Our services include:

• Family governance
• Tax reporting and compliance
• Consolidated reporting
• Fiduciary services
• Overseeing financial and insurance planning
• Financial accounting, reporting and compliance
• Property management
• Philanthropic activities
• Trust and estate planning
• Liaison services with family advisers