Multi Family Office

Welch & Forbes LLC

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...

Welch & Forbes LLC

Welch & Forbes LLC

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.

General information

Firm type

Multi Family Office

Year founded

1838

AUM

Location

Region

North America

Country

City

Boston

Corporate office

02108, Boston, MA, US, 45 School St.

Frequently asked questions

What is Welch & Forbes LLC?

Welch & Forbes LLC is a multi family office headquartered in Boston.

When was Welch & Forbes LLC founded?

Welch & Forbes LLC was founded in 1838.

Where is Welch & Forbes LLC headquartered?

Welch & Forbes LLC is headquartered in Boston, in the North America region.

How many professionals work at Welch & Forbes LLC?

Altss tracks approximately 63 professionals associated with Welch & Forbes LLC.

What does Altss track for Welch & Forbes LLC?

Altss maintains an OSINT-verified profile of Welch & Forbes LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Welch & Forbes LLC's website?

Welch & Forbes LLC's public website is www.welchforbes.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Welch & Forbes LLC?

Welch & Forbes LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Welch & Forbes LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Welch & Forbes LLC?

Welch & Forbes LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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