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

Read More

Innovative reporting for performance, net-worth and records management. Learn More

Investment Strategy and Implementation

Read More
Development of your investment policy statement and customized allocation. Learn More

Budgeting & Cash Flow Planning

Read More
Annual budget preparation and cash management. Learn More

Wealth Transfer Planning

Read More
Development of objectives, multi-generational planning, financial modeling, and implementation of strategies. Learn More

Philanthropy

Read More
Development of multi-generational objectives, implementation of the philanthropic plan, foundation asset management, governance, and board development. Learn More

Trust & Estate Planning

Read More
Estate plan implementation, estate plan flow chart documentation, life insurance portfolio oversight, electronic storage of documents, trustee selection and training, and ongoing monitoring. Learn More

Tax Planning & Coordination

Read More
Tax minimization strategies, cost basis tracking and reporting, information gathering and document tracking, coordination of tax planning and preparation. Learn More

Family Support

Read More
Family governance, coordination of family meetings and retreats, social responsibility, leadership training, goal planning, and financial literacy. Learn More

Private Banking

Read More
Introduction and access to third-party credit and lending services. Learn More

Concierge Services

Read More
Bill pay coordination, collectables management, healthcare coordination, contract review, and private travel management. Learn More

Risk Management

Read More
Review of property and casualty assessment, collectibles, and liability analysis. Learn More
Contact Us to Schedule a Meeting
 

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

Subscribe to Our Weekly Insights

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

Check the background of your financial professional on FINRA’s BrokerCheck.

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.