The Boston Family Office
Overview
The Boston Family Office is a multi-family office based in Boston, Massachusetts, offering a range of wealth management services to high-net-worth families and individuals. Their services include discretionary portfolio management, tailored financial planning, and direct access to partners overseeing assets across multiple generations. The firm focuses on allocating capital with a long-term, research-driven perspective. Their investment strategy encompasses various asset classes, including private equity, real estate, and venture capital, targeting stages from early-stage investments to buyouts. The firm emphasizes a diversified approach, investing across multiple industries such as technology, healthcare, financial services, consumer goods, energy, real estate, media, telecommunications, retail, manufacturing, transportation, utilities, education, agriculture, and pharmaceuticals. The Boston Family Office is committed to building enduring legacies for families, integrating investment management with comprehensive financial planning and family office services. They aim to protect and grow wealth across generations, providing clients with personalized strategies aligned with their long-term vision and values.
Investment Focus
- Accredited investor status required
- Long-term investment horizon preferred
- Alignment with firm's investment philosophy and values
Portfolio Companies
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Frequently asked questions about The Boston Family Office
What sectors does The Boston Family Office invest in?
The Boston Family Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Boston, Massachusetts, United States. The Boston Family Office is listed as a family office in the ConnectSafely investor database.
What stage does The Boston Family Office invest at?
The Boston Family Office backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does The Boston Family Office invest in?
The Boston Family Office invests across United States.
Who are the partners at The Boston Family Office?
Team members listed for The Boston Family Office include Darren Beals (Chief Compliance Officer) and Greer Candler (Partner and Portfolio Manager).
What companies has The Boston Family Office invested in?
The Boston Family Office's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Stripe and Robinhood.
How do I contact The Boston Family Office?
The Boston Family Office's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
