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.
- 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.
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.
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.