Wealth management firm Boston Family Advisors rebrands and restructures

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.

Dec 05, 2023
9 months ago

The wealth management firm Boston Family Advisors is rebranding as BFA Family Offices with a commitment to growing organically rather than through acquisition. 

The firm, which works with investors and entrepreneurs who have built generational wealth, manages private investment vehicles for clients who seek exposure to proprietary deal flow. 

BFA plans to launch an in-house subsidiary to offer new funds and established BFA Trust Services to offer legacy and estate stewardship to clients.

“As investors and entrepreneurs who have built their wealth, our clients have a distinct way of thinking about risk, opportunity and legacy,” said Josh Leffler, a BFA partner and COO. "They’re constantly asking themselves ‘What’s next?’ We ask ourselves the same question, and our response is that we will continually enhance our offerings and remain attuned to the needs of preeminent investors."

Marcus Baram
Author Marcus Baram

Marcus Baram is a contributing editor at Crain Currency, where he covers the intersection of finance and politics. Prior to joining Crain Currency, Baram was a staff writer at Fast Company and an editor at Huff Post. He has also written for outlets such as The New York Times, The Atlantic, and Vice. Baram is an expert on economic policy and has a deep understanding of the ways in which politics shapes the global financial system. In his role at Crain Currency, he brings a unique perspective to the complex and ever-evolving world of finance. With his keen analysis and clear writing, Baram helps readers make sense of the important issues impacting the economy today.