Boston Family Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$329,727,932
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
38
100% high-net worth
Total advisors
5
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
8
Average account size
$8,677,051
About
Boston Family Advisors provides investment advisory and family office services primarily to high‑net‑worth individuals, families, trusts, estates, and private investment funds. Its family office services include bookkeeping, bill pay, consolidated reporting, cash flow and liquidity planning, tax and trust/estate planning support, private investment sourcing and due diligence, and it may provide investment management and custody within those engagements.
The firm takes a customized, primarily long‑term approach to portfolio construction, employing fundamental, technical and cyclical analysis and allocating across public equities, fixed income, alternatives (including private equity, hedge funds, venture capital and private credit), real estate, options and digital assets. BFA also may implement portions of client portfolios through unaffiliated independent managers and performs ongoing oversight and due diligence of those managers.
Distinctive features noted in the brochure include BFA’s role as manager and adviser to a private pooled vehicle (BFA Private Opportunities Fund I, LP), described as a concentrated fund‑of‑funds with an early‑stage venture bias focused on themes such as enterprise SaaS, AI/ML, healthcare‑technology convergence and climate technology, and currently closed to new investors. The firm also operates an affiliated trust company (BFA Trust Services LLC), discloses potential conflicts related to performance‑based compensation and affiliated fund interests, and provides bill‑pay and related custodial family‑office services that can create additional custody considerations addressed in its disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office services
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Established Professionals
Mid-Career Professionals
Fee options
Annual fixed fees for Family Office Services and Investment Management Services, up to 1.00% of assets under management for Investment Management Services
Performance-based fees of 20% of capital gains or appreciation charged by the private investment fund; waived by BFA for clients who invest in the fund
Minimum fee: Up to $500,000 annually for Family Office Services
Main office location
Boston Family Advisors LLC
118 Newbury Street, Suite 2
Boston MA 02116, United States
Number of offices
1
Most active in
Boston Family Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")