Boston Family Offices

Boston Family Office

Boston is home to a strong financial and business sector and several family offices have had a presence in the city for years, even decades.  The following free guide to Boston Family Offices will help you better understand Boston family offices and provide you with resources to learn more about Boston family offices. You should also check out our 100% free book on family offices.

Introduction to Boston 

Boston represents one of the premier financial destinations in America.  The city is home to many financial firms, banks, investment funds and a high number of businesses.  Given Boston’s status as a financial centre, the city is a natural fit for family offices.  Boston hosts many large financial firms like the Boston Consulting Group and Bain & Company, making it a home for many of New England’s wealthy.

Why Boston?

Boston serves as a hub for financial professionals and investment funds, giving family offices easy access to both partners and clients.  Partners because Boston has a number of investment funds, legal and accounting firms and other groups that a family office partners with on a daily basis to meet its client’s needs.  Clients because with so many academics, lawyers, financial professionals and business executives concentrated in the Boston metropolitan area, there is a high demand for wealth management services and specifically family offices.

Family Offices in Boston

I personally have experience working in Boston as a third party marketer for hedge funds.  Among the investors that we sought to partner with were family offices and RIAs, some of which were based in Boston or had close ties to the area.  I saw first-hand how Boston is a great place to network with other financial professionals and meet clients and investors.  Boston may be smaller than nearby New York, but it is still an important center of wealth and many family offices have headquartered in Boston or at least set up an office in Boston to serve the local high net worth individuals and families.

The following is a collection of Boston family office resources:

Boston Family Office Resources Guide

Boston Family Office Resource #1: The Boston Family Office manages over $70 million in AUM and was founded more than 15 years ago.

Boston Family Office Resource #2: If you are looking for contact details of family offices in Boston you may want to consider using a Family Offices Database.  A Family Office Database provides you with the complete contact details for 100′s or sometimes even up to 1,000 global single and multi-family offices within an easy to use Excel spreadsheet format.  Learn more about this by clicking here. 

Boston Family Office Resource #3: Here is a list of family office-related job openings in Boston.

Boston Family Office Resource #4: Here is our guide to family offices in the United States.

Boston Family Office Resource #5: Here is our guide to nearby family offices in New York.

Boston Family Office Resource #6: Here is our guide to nearby family offices in Connecticut.

Boston Family Office Resource #7: Here is a listing for a Boston family office.

Are you an employee or manager of a family office in Boston?  Then we’d like to keep in touch with you.  Simply send us an email at Richard@RichardWilsonCapital.com

Be sure to check out FamilyOffices.com for our family office database and our free book on family offices.

Related Resources

Tags: Boston Family office, Boston Family offices, Boston family offices guide, guide to Boston family offices, family offices in Boston , Boston finance, Boston wealth management

About Richard C. Wilson

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