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About Boston Private Wealth
We are a specialist boutique private wealth firm that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools. As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape. We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight.
Services
Personal Strategic Financial Advice
Regular Reviews with Proactive Advice
Retirement Planning
In-house Accounting and Tax Agent
Estate Planning
Insurance
Self Managed Super Funds
Family Trusts
Structures
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Ways to Pay
Cash
EFT
Licences
AFS Lic: 332959
Boston Private Wealth