Boston Private Wealth

www.bostonpw.com.au

We are a specialist boutique private wealth firm located in many parts of Australia 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. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance

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We are a specialist boutique private wealth firm located in many parts of Australia 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. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance

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Country

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Employees

11-50

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Founded

2010

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Founder , Director and Private Wealth Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Director and Private Wealth Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager and Life Coach

    Email ****** @****.com
    Phone (***) ****-****

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