The Boston Family Office (BFO) offers personalized investment advice to individuals, families, trusts, and charities. BFO manages each account individually, considering the client's income needs, tax situation, and long-term goals. They invest primarily in liquid securities like stocks, bonds, mutual funds, and exchange-traded funds. For qualified clients, they may explore limited partnerships and private investment pools.
Assets Under Management$2B
Clients342
Advisors9
Avg. per Client$5.9M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
The Boston Family Office calculates its fees as a percentage of the value of your investments. The fee is based on the market value of your portfolio at the end of each quarter. The fee is paid after the quarter is over.
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