Find a business

        More Info

        General Info
        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.
        Email
        Extra Phones

        TollFree: (800) 900-4401

        Location
        Summer Exchange Bldg
        Neighborhoods
        Downtown Boston, Financial District
        AKA

        The Boston Family Office

        Other Links

        http://www.bosfam.com

        https://www.bosfam.com/contact

        Category
        Real Estate Agents

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (617) 624-0800

        Address: 88 Broad St Ste 200, Boston, MA 02110

        Website: http://www.bosfam.com

        People Also Viewed