Bollard Group LLC

Overview

Bollard Group LLC is a multi-family office based in Boston, Massachusetts, offering comprehensive wealth management services to high-net-worth individuals and families. The firm provides investment advisory, financial planning, tax advising, estate planning, and other wealth management and business advisory services. It manages assets for select entrepreneurial families, integrating discretionary and non-discretionary portfolio management with estate, tax, and accounting services. The firm leverages its affiliated Spinnaker Capital for private equity, real estate, and fund commitments across diverse sectors. Bollard Group LLC emphasizes a personalized approach to wealth management, collaborating closely with clients to develop and implement strategies aligned with their financial objectives. The firm manages approximately $5.7 billion in assets under management, serving a select group of clients with a focus on highly personalized, tailored services. Its investment strategy encompasses a broad spectrum of industries, with a particular interest in technology, healthcare, real estate, and financial services, underlining its commitment to the growth and innovation across these dynamic sectors. The firm typically invests in opportunities ranging from $1 million to $100 million, indicating a focus on both large-scale and smaller investments that can drive substantial growth and value creation. As a company that blends the incubation of new ventures with wealth management services, Bollard Group LLC offers a unique proposition to entrepreneurs and families, seeking to support the launch and growth of promising ventures while providing multifaceted financial services tailored to the needs of family offices. The firm carries out these operations with discretion from its headquarters at One Joy Street, Boston, leveraging its considerable capital and extensive network to incubate and back ventures that contribute to the economic landscape across the varied sectors it engages with.

Investment Focus

• High-net-worth individuals
• Families
• Trusts
• Estates
• Charitable organizations
• Family-centric business entities

Portfolio Companies