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Boston Family Office LLC
Boston Family Office LLC is a privately held, SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded in 1996, the firm primarily serves individuals, family groups, trusts, and charitable organizations, providing personalized investment advisory services using individually managed accounts. The employee count is approximately 18. Boston Family Office is known for delivering investment solutions tailored to the needs of generations of families, with a particular emphasis on taxable entities and multigenerational planning.
Investment Strategy
Boston Family Office employs a highly personalized, long-term approach to wealth management. The firm focuses on building and managing portfolios primarily composed of growth-oriented equities, using fixed income and diversified asset classes to provide balance and stability. Each client account is independently managed, taking into account individualized objectives, risk tolerance, and tax circumstances. Emphasis is placed on liquid securities and proactive tax planning, ensuring clients’ portfolios are robust, flexible, and aligned with multi-generational wealth goals.
Latest 13F Filing Activity
Boston Family Office LLC filed their most recent 13F report on Jun 30, 2025 disclosing 282 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corporation, Amazon.com, Inc., Nvidia Corporation among other positions. Boston Family Office LLC reduced exposure to Apple Inc., Iqvia Holdings Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 4.63% | $69.7M | 140,080 | $91.25 | $497.41 | +$17.7M |
A AAPL | Apple Inc. | 4.06% | $61.1M | 297,988 | $21.18 | $205.17 | -$5.0M |
A AMZN | Amazon.com, Inc. | 3.75% | $56.5M | 257,642 | $61.41 | $219.39 | +$9.4M |
V V | Visa Inc. Class A | 3.27% | $49.2M | 138,680 | $131.60 | $355.05 | +$1.1M |
G GOOG | Alphabet Inc. Class C | 2.46% | $37.1M | 208,931 | $58.41 | $177.39 | +$4.5M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Boston, MA , United States | |
E E Greer Candler | Partner and Portfolio Manager | Boston, MA , United States | |
 | Partner | Boston, MA , United States | |
M Megan Siegal | Partner | Boston, MA , United States | |
 | Partner, Portfolio Manager | Gloucester, MA , United States |
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