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Welch & Forbes LLC Overview
Type
Multi Family Office
Year Founded
1838
General Information
Welch & Forbes LLC is a multi-family office headquartered in Boston, United States. Founded in 1838 out of a Boston law practice serving prominent industrial families, the firm offers discretionary investment management, trust, estate and tax services to affluent families, foundations and trusts across public and private markets, emphasizing capital preservation and personalized advisory—manages multi-generational wealth portfolios.
Contact Information
Website:
http://www.welchforbes.com
Year Founded:
1838
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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