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Paul McCoy Family Office Overview
Type
Multi Family Office
General Information
Paul McCoy Family Office is a multi-family office headquartered in Boston. Founded in 2001, the firm draws on partners’ decades of experience to steward the complex financial lives of affluent families, integrating investment management, tax strategy, estate planning, and philanthropic administration within a single platform. It partners closely with advisors, trustees, and next-generation members to preserve and grow intergenerational wealth—delivering quiet, fiduciary-focused oversight.
Contact Information
Website:
https://www.paul-mccoy.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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