About
We believe that true wealth management goes beyond numbers—it's about helping people lead fulfilling lives and create lasting legacies. As a wholly owned subsidiary of Nixon Peabody LLP, a global law firm, we offer a unique blend of legal, tax, and financial knowledge that sets us apart from other wealth management firms. With more than $4 billion in assets under administration, we are a trusted advisor to more than 600 families, family offices and individuals who place their confidence in us.
Our roots run deep
Our story begins in the mid-19th century, when lawyers served as trusted advisors to wealthy merchants. Today, we’ve evolved into a global presence, serving clients around the world from our home base in Boston, Massachusetts.
A different kind of wealth management
We’re not just financial advisors—we’re your partners in navigating life’s complexities. Our approach is straightforward: we put your interests first, always. Here’s what makes us different:
We’re free from ties to commercial banks, brokers and insurance companies, allowing us to offer advice unburdened by product or service affiliations.
We don’t earn commissions. Our fee structure is clear and simple and intended to align with your interests.
We seamlessly blend legal, tax, and financial planning for comprehensive solutions.
Our senior advisors work directly with you, ensuring a high-touch experience.
Your trusted partner
Our team of experienced professionals is dedicated to meaningful engagement with our clients. Whether you’re an individual, a family, or a family office, we tailor our services to your unique needs. We don’t believe in a one-size-fits-all approach. Instead, we take the time to understand your goals, your values, and the life you want to create.
Our values
We will be your trusted partner, working to ensure that your wealth enhances your life and that your financial success opens doors to personal fulfillment.
Your goals and objectives are always our top priority. We will put you first and always provide unbiased advice in your interests.
We take our legal and fiduciary responsibilities seriously, always upholding the highest ethical standards.
We believe in full transparency, so you’ll always know exactly what you’re getting and what it will cost.
We work closely with you, combining our extensive experience to help you navigate even the most complex financial situations.
With the backing of Nixon Peabody, a global law firm, we seamlessly blend legal, tax, and financial knowledge to deliver solutions tailored for you.
