$540MM AUM | $3.9MM GDC in Boston, MA
Member is Interested In:
We are a Boston based, wealth management firm with family office roots going back more than eighty years. Our clients include: individuals, trusts, corporations, and philanthropic institutions. Additionally, we provide a variety of financial support services including accounting, tax, and trust administration needs to both clients and businesses. We are seeking like-minded advisors who want to transition their practice through acquisition or would like to supplement their offerings with financial administrative support.