Boston Family Advisors LLC

Boston Family Advisors LLC is a registered investment advisor located in Massachusetts, founded in September 2018 and registered in January 2019. The firm specializes in providing advisory services to individuals, high net worth individuals, families, trusts, estates, and private investment funds. As a fiduciary, Boston Family Advisors upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate potential conflicts of interest. The firm offers Family Office Services and Investment Management Services, including trust services through its affiliated trust company, BFA Trust Services LLC. Clients are not obligated to use BFA Trust Services. Boston Family Advisors may recommend the use of unaffiliated investment managers or platforms for a portion of a client's investment portfolio based on the client's needs and objectives. The firm also provides retirement account rollover recommendations and adheres to a Code of Ethics to ensure ethical conduct. Clients are required to place their assets with a qualified custodian, and the firm generally recommends Fidelity or Charles Schwab. Boston Family Advisors does not receive commissions or compensation from product sponsors, broker-dealers, or third parties. The firm does not accept proxy-voting responsibility for clients' securities. Overall, Boston Family Advisors aims to provide transparent and client-focused financial advisory services.