Heritage


We currently manage over $900 million of assets on behalf of our 450 clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including self managed superannuation funds, trusts and small family offices.

We have been successfully assisting our clients for over 30 years. We have developed a unique understanding of the specific financial issues facing high net worth individuals and families.

Our core specialities include:

  • Pre and post retirement planning
  • Self Managed Superannuation Funds (SMSFs)
  • Complete private portfolio management
  • Tax, Estate and Succession planning

Our investment philosophy is built upon knowledge, experience and professional insight and it has been developed specifically for high net worth individuals and families.

We have been long standing advocates of a transparent ‘fee for service’ business. All our fees are clearly documented for the services we provide.

We are a privately owned business and this gives Boston Private Wealth the flexibility to source investment solutions that are in the best interests of our clients.

Our unique customized and integrated planning and investment process has fostered long-lasting client relationships that have endured through multiple market cycles and generations.

Our business model has evolved over time, because it is framed entirely by client demand. What we find is that a client of Boston:

  • Wants to be personally known by us, not by your number!
  • Wants personalised solutions
  • Wants to be an advice taker
  • Wants to know they are dealing with seasoned advisers, who offer sophisticated financial guidance
  • Wants global reach
  • Wants to feel safe and secure

We would love to explain our culture to you in more detail.

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