Daintree Advisors

Lake Street Advisors is an independent multi-family office based in Boston, MA, dedicated to providing strategic financial guidance and support to families since 2003. With a commitment to understanding their clients' unique goals and concerns, the firm acts as a fiduciary, ensuring no fee-related conflicts of interest arise in their wealth management services. Employing a team of professionals, Lake Street Advisors integrates all aspects of their clients' financial lives, allowing families to focus on what matters most to them. The firm prides itself on maintaining a 2:1 client-to-employee ratio, which enables a deeply personalized approach to wealth management and legacy planning. Generated from the website

Commonwealth Land Title Insurance Company, a pioneer in the title insurance industry since its establishment in 1876, offers a wide range of services including title insurance, escrow, and closing solutions. As part of the Fidelity National Financial Inc. family, Commonwealth is recognized as the largest title insurance and escrow services company in the world, dedicated to supporting lenders, builders, developers, attorneys, and real estate professionals. With a commitment to exceptional customer service and unmatched expertise, Commonwealth empowers residential customers by providing insurance protection for their most significant asset—homeownership. In addition to standard services, the company also offers an array of title-related services and specialty finance solutions tailored to meet diverse client needs. Generated from the website

Appleton Partners Inc is a Boston-based investment management firm that offers a range of financial services to individuals, non-profit organizations, and institutional clients. With a commitment to research-driven strategies, they provide customized wealth management solutions and investment strategies tailored to meet the unique needs of their clients. Their team of experienced professionals focuses on active management and passive strategies, with a strong emphasis on environmental, social, and governance (ESG) insights. Through their separate account management and private client services, Appleton Partners Inc aims to help clients achieve their financial goals and navigate the complexities of the market.Generated from the website