We understand that as a family office executive you want experts who truly understand your dynamic. Our team of highly-regarded professionals have years of experience managing the complexities that only family offices experience, because we’ve been there. We’re a trusted partner who can spot opportunities, foresee obstacles and provide consultative services to match the unique structure and needs of your family office.

Access

  • Backed by a robust connection to the industry, our distinctive peer-network platform gives family office clients exclusive access to thought leadership, a community, and exclusive conferences and events.
  • Receive access to our private, trusted-vendor directory, our personal collection of recommended connections.

Events

Disruptive Technology
September 24, 2019

Boston Private and The Chertoff Group convened nearly 60 family offices for a fireside chat on disruptive technology with Michael Chertoff, the former Secretary of the U.S. Department of Homeland Security.

The powerful financial backing of a large company, but the personal attention and agility of a boutique firm.

Our Team

A dynamic team of senior advisors who have deep knowledge and substantial experience working for and with family offices with expertise in the following competencies: family office organization, governance, risk management, reporting, and investment management.

 

Bill Woodson Headshot
Bill Woodson Executive Vice President Head of Wealth Advisory and Family Office Services
Eddie Marshall Headshot
Edward V. Marshall Relationship Manager Managing Director
Jason Cain Headshot
Jason Cain Managing Director Senior Wealth Strategist
Tracy Tuens Headshot
Tracy Tuens Senior Business Development Officer Managing Director
John McGuinness Headshot
John McGuinness Managing Director Relationship Manager
David Lancaster Headshot
David Lancaster Managing Director Relationship Manager
Joan Young Headshot
Joan Young Managing Director Relationship Manager

Our Thinking

 

Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.

 

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