Anchor Capital Advisors

Boston Family Office, located in Boston, is an asset management firm. The firm offers financial advice, investment management, custodial services through the Boston Safe Deposit and Trust Co., tax planning, and referrals to third parties. It focuses on long-term purchases of equities based on an analysis of a specific company s balance sheet, operating history, management, growth rate, market valuation, dividend, industry, and standing within its industry. The firm considers influence of trends in national and world economies, interest rates and inflation, demographics, consumer confidence, current and historical events. Its investments in municipal, corporate and government bonds are based on creditworthiness of the issuers, liquidity, years until maturity, coupon rate, and interest rate.

Silvercrest Asset Management Group, based in Boston, is a reputable investment advisor specializing in asset management and family office services. They cater to high net worth individuals and select institutional investors, offering personalized financial solutions to meet their unique needs. Generated from their website's infomation

Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.