Boston Family Office
88 Broad St Ste 200, Boston, MA 02110
Boston Family Office, located in Boston, is an asset management firm. The firm offers financial advice, investment management, custodial services through the Boston Safe Deposit and Trust Co., tax planning, and referrals to third parties. It focuses on long-term purchases of equities based on an analysis of a specific company s balance sheet, operating history, management, growth rate, market valuation, dividend, industry, and standing within its industry. The firm considers influence of trends in national and world economies, interest rates and inflation, demographics, consumer confidence, current and historical events. Its investments in municipal, corporate and government bonds are based on creditworthiness of the issuers, liquidity, years until maturity, coupon rate, and interest rate.
More Business Info
- Hours
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- Extra Phones
TollFree: 800-900-4401
- Location
- Summer Exchange Bldg
- Neighborhoods
- Downtown Boston, Financial District
- AKA
The Boston Family Office
- Other Links
- Category
- Real Estate Agents
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