Family Office
Boston Family Office LLC
At The Boston Family Office, we develop a comprehensive plan for each client based on their existing assets, immediate needs and long-term goals. On an ongoing basis, we monitor and communicate investment results and adjust the portfolio or strategy as needed.
Headquarters
Boston, MA, USA
Website
www.bosfam.comAsset classes & sectors
Alternative InvestmentsFixed incomeHedge FundsPrivate EquityReal EstateVenture Capital
Decision-makers
Richardson
Partner and Portfolio Manager
Dylan Brix
Portfolio Manager
Eliza Rowe
Partner And Portfolio Manager
Heather Gelchion
Sr. Investment Advisor, MD
Mark Panarese
Sr. Client Advisor, MD
Christine O'Toole
Managing Director
Ben Richardson
Partner And Portfolio Manager
Peder Johnson
Partner And Portfolio Manager
Greer Candler
Partner & Portfolio Manager
Michael Dorsey
Partner And Portfolio Manager
Pierre Ventur
CIO, Partner, & Port Manager
George, Putnam
Partner
Members only
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