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VerifiedFinancial Services· Founded 2010

Boston Private Wealth

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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HeadquartersAustraliaEmployees9(11 to 50)Founded year2010Websitebostonprivate.com.auLinkedIn profileLinkedIn

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11 to 50 range

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Top roles at Boston Private Wealth

10 distinct titles indexed · top 10 shown.

  • 1account executive
  • 1director and private wealth adviser
  • 1facilitator
  • 1family office - ap accountant
  • 1founder, director & private wealth adviser
  • 1muleosft developer
  • 1private wealth adviser
  • 1private wealth manager
  • 1sr dr analyst
  • 1trust associate

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