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Baystate Wealth Management Overview
Type
Family Office - Multi
General Information
Baystate Wealth Management is a multi-family office headquartered in Boston, United States. Founded in 2009 by investment industry veterans, the firm provides discretionary portfolio management, outsourced CIO services and personalized wealth planning to affluent families and independent advisors. Its in-house research team structures diversified allocations across risk, diversification and protection assets, aiming to preserve and grow multigenerational capital while guiding clients through complex financial decisions.
Contact Information
Website:
Website:
https://baystatewealth.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Overland Park, MA, United States
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