Boston Private Wealth
Company

Boston Private Wealth

Financial Services Various, Cities Australia, Au 8 employees
Employees
8
Contacts
3
Emails
3

Boston Private Wealth Overview

Headquarters
Various, Cities Australia, Au
Industry
Financial Services
Employees
8
Founded
2010
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Boston Private Wealth

We are a specialist boutique private wealth firm located in many parts of Australia that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools. As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape. We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance

Boston Private Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Boston Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Bruce Cameron Facilitator - -part Time
Email
Mary Jane Lenon Accounts Payable Accountant
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Rod Hayes Director, Founder & Private Wealth Adviser at Boston Private Wealth
Email
Neil Heriot Private Wealth Manager at Boston Private Wealth
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Manager 1 profile

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