Boston Family Office LLC
Legal Name: BOSTON FAMILY OFFICE LLC
Full Contact Details
Boston Family Office LLC
88 BROAD ST. (2ND FLOOR), BOSTON, MA
617-624-0800
617-624-0801
Other Info
Boston Family Office LLC, legally known as BOSTON FAMILY OFFICE LLC, is a MA Limited Liability Company that has been approved by the U.S. Securities and Exchange Commission (SEC) since September 17, 1996. With a team of 15 employees, including 9 in advisory roles, it offers financial services to an unknown number of clients.
The Boston Family Office – Investment Services
Home Our Team Services Approach History Investment Updates Regulatory Filings Client Access Contact At The Boston Family Office, we manage clients' assets as if they were our own, provide continuity of service across generations, and accomplish both at a reasonable cost. Learn More Address 88 Broad …
Direct Owners
-
ALEXANDER, ELIZABETH GST TRUST
MEMBER owns less than 5%
-
BENJAMIN TAYLOR RICHARDSON
MANAGING MEMBER, CHIEF INVESTMENT OFFICER owns less than 5%
-
CHASE, SARAH A. GST TRUST
MEMBER owns less than 5%
-
ELIZA HAPGOOD ROWE
MANAGING MEMBER, TREASURER owns more than 10% but less than 25%
-
ELIZABETH GREER CANDLER
MANAGING MEMBER owns less than 5%
-
GEORGE PUTNAM
MANAGING MEMBER owns more than 25% but less than 50%
-
GEORGE PUTNAM BEAL
MANAGING MEMBER owns more than 10% but less than 25%
-
GOLEMB, CHRISTINE A. GST TRUST
MEMBER owns less than 5%
-
MEGAN WATSON SIEGAL
CHIEF COMPLIANCE OFFICER, MANAGING MEMBER owns less than 5%
-
MICHAEL JAMES UNGER
MANAGING MEMBER owns more than 10% but less than 25%
-
PEDER CHRISTIAN JOHNSON
MANAGING MEMBER owns less than 5%
-
PIERRE VENTUR
MANAGING MEMBER owns more than 5% but less than 10%
-
WELD, ANDREW W. GST TRUST
MEMBER owns less than 5%
-
WELD, CHRISTOPHER B. GST TRUST
MEMBER owns less than 5%
-
WELD, DAVID A. GST TRUST
MEMBER owns less than 5%
-
WELD, TIMOTHY S. GST TRUST
MEMBER owns less than 5%
Indirect Owners
-
ALEXANDER WELD
TRUSTEE
-
CAMERON BRIGHT
TRUSTEE
-
KATHLEEN WELD
TRUSTEE
Firms Located Nearby
Top Holdings
- Apple Inc $27,940k
- AMERICAN TOWER CORP NEW $24,463k
- Amazon.com Inc $22,432k
- ANSYS Inc $20,828k
- ECOLAB INC $20,489k
- ADP $15,306k
- FIRST REPUBLIC BANK $14,919k
- AptarGroup, Inc. $13,871k
- Berkshire Hathaway, Inc. $13,847k
- AIR PRODS & CHEMS INC $12,339k