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J M Forbes Co is a private investment advisory and trust office based in Boston, MA, specializing in personalized money management and trustee services for individuals, trusts, and foundations since 1838. As an SEC-registered investment advisor, the firm manages approximately one billion dollars, focusing on strong risk-adjusted returns during prosperous times and careful capital preservation during downturns. The firm prides itself on building deep relationships with clients and their families, crafting integrated investment, estate, and tax plans that align with their unique goals and circumstances. In a rapidly changing world, J M Forbes Co employs the latest tools to ensure clients can confidently pursue their lives while their financial fundamentals are securely managed. Generated from the website

Harvest Capital Partners LLC is an independent real estate advisory firm based in Boston, MA, specializing in serving institutional investors. The company focuses on providing expert guidance and strategic insights in the real estate sector. With a commitment to delivering tailored solutions, Harvest Capital Partners leverages its industry expertise to navigate the complexities of real estate investments. Their leadership team is dedicated to fostering strong partnerships and maximizing value for their clients. Generated from the website