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Boston Financial Management, LLC (BFM ) Background & Overview Overview
Type
Multi-Family Office
General Information
Boston Financial Management, LLC (BFM ) is a multi-family office headquartered in Boston. The firm provides wealth management and investment advisory services to high-net-worth individuals, families, and business owners. With a team of experienced professionals, BFM addresses complex financial needs across generations—offers tailored strategies that integrate portfolio management, estate planning, and family governance to support long-term capital preservation and growth.
Contact Information
Website:
Year Founded:
Boston Financial Management, LLC (BFM ) Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Boston Financial Management, LLC (BFM ) Leadership & Principals
Title:
Email:
Corporate Office:
Boston, United States
Boston Financial Management, LLC (BFM ) Portfolio & Notable Allocations
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