Family Office

Time For What Matters Most

Life Simplified

Pallas Capital Advisors family office services have a dedicated and exclusive focus on the ultra-wealthy community and a deep understanding of their sophisticated needs. We provide services from wealth transfer planning, reporting, document management to family governance. Our goal is to simplify the complex financial world to make life less complicated and give you back your most precious asset, time.

Navigating the Complexities of Your Life

Through Integrated Financial Strategies

Personal Accounting & Net Worth Reporting

Innovative reporting for performance, net-worth and records management.
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Investment Strategy and Implementation

Development of your investment policy statement and customized allocation.
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Budgeting & Cash Flow Planning

Annual budget preparation and cash management.
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Wealth Transfer Planning

Development of objectives, multi-generational planning, financial modeling, and implementation of strategies.
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Philanthropy

Development of multi-generational objectives, implementation of the philanthropic plan, foundation asset management, governance, and board development.
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Trust & Estate Planning

Estate plan implementation, estate plan flow chart documentation, life insurance portfolio oversight, electronic storage of documents, trustee selection and training, and ongoing monitoring.
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Tax Planning & Coordination

Tax minimization strategies, cost basis tracking and reporting, information gathering and document tracking, coordination of tax planning and preparation.
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Family Support

Family governance, coordination of family meetings and retreats, social responsibility, leadership training, goal planning, and financial literacy.
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Private Banking

Introduction and access to third-party credit and lending services.
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Concierge Services

Bill pay coordination, collectables management, healthcare coordination, contract review, and private travel management.
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Risk Management

Review of property and casualty assessment, collectibles, and liability analysis.
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Core Values

Greg Boyle
Founding Partner & Chief Growth Officer

“Pallas is unwavering in our commitment to the highest standards of professionalism as embodied in our firm’s values. These values drive everything we do – every action, every communication, every decision and interaction we have with every client, advisor and partner across our network.”
Greg-Boyle

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Pallas Capital ADVISORS is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.