Twenty-eight people across three offices. Partners and team members are listed below in approximate order of tenure. Every member is reachable directly by every client family — there are no gatekeepers.
Each partner leads a practice area but works across all engagements. New families are introduced to all four during onboarding and continue meeting at least one quarterly thereafter.
Founded the firm in 1992. Previously fixed-income portfolio manager at Brown Brothers Harriman. Author of the firm's annual letter since inception. Board member, Boston Public Library Foundation.
Joined 2003 from Skadden's private-client practice. Leads the firm's tax architecture and estate-coordination work. Adjunct lecturer in trust and estate practice at Boston University School of Law.
Joined 2010 to build out the firm's governance practice — a discipline that, at the time, was unusual for an investment-led RIA. Leads constitution drafting, family-meeting facilitation, and the next-generation curriculum.
Joined 2014 from Bessemer Investors. Sources, vets, and structures the firm's private-equity, venture, and real-asset positions. Sits on the LP advisory boards of seven funds.
The full client-facing roster across all three offices. Every team member meets each client family at least once per year.
CPA, LL.M. NYU '12. Leads multi-state residency and trust-distribution modeling for the Boston book.
CFA. Previously fixed-income at PIMCO. Leads liquid-sleeve management across forty client households.
Foundation administration, grantmaking strategy, and Form 990 oversight. Previously program officer, Russell Sage.
MBA Booth '14. Sources venture and growth-equity allocations. Sits on three LP advisory boards.
Leads household management for tier-three engagements. Aviation tax background. Multilingual.
JD Yale '19. Coordinates with outside trust counsel on dynasty trust funding and rebalancing.
Family-meeting facilitation, conflict mediation, and next-generation curriculum design.
Excess-liability, kidnap-and-ransom, and specialty-collection coverage placement and oversight.
The original office. Houses the firm's investment, tax, and estate practices. Eleven team members occupy four floors of a 1928 Beacon Hill townhouse near the Common.
The governance and private-markets office. Twelve team members serve clients in southern Connecticut and the New York metropolitan area. Quarterly family meetings often happen here.
A small representative office serving our four UK and European-resident families. Five team members. Coordinates with HMRC counsel on UK tax matters and currency overlay.