Boston, MA Friend Street Office

The Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, and in certain circumstances advises estates and pension plans. The firm manages accounts on a discretionary basis and, at year-end 2025, reported approximately $2.02 billion in assets under management with most accounts invested in liquid securities and, for qualified clients, access to limited partnerships and private investment pools.

Investment decisions are driven by fundamental analysis and a sector-based research model in which portfolio managers follow specific industries and are supported by an internal Director of Research in addition to external broker research. Portfolios are constructed to reflect each client’s tax situation, income needs, and risk tolerance and typically combine individual equities and investment-grade fixed income, with alternatives added selectively where appropriate.

Noteworthy distinctions include a partner-level affiliation with a separate private investment partnership that historically acted as a general partner for limited partnerships (the partnership completed final distributions in mid-2024), and a past regulatory disclosure: an administrative order and monetary penalty in 2018 related to registration oversights, followed by enhanced compliance procedures. The firm also discloses holding custody relationships with institutional custodians and subjects custody accounts to an annual surprise audit by an independent accountant.