BOSTON–(BUSINESS WIRE)–Boston Family Advisors, an investment and wealth management firm specializing in the creation of single family offices for venture capital and private equity professionals, entrepreneurs, and emerging wealth creators, announced today the joining of Laura Tuttle as Co-Chief Investment Officer (“Co-CIO”) and Partner. Along with Co-CIO, Warren Gibbon, CFA, a seasoned equity portfolio manager who joined the firm in early 2020, the two will work together to establish asset allocation and investment strategies for Boston Family Advisors’ clients.
These changes, which go into effect April 1, 2021, mark an evolution for Boston Family Advisors as it bolsters its ability to deliver high-quality investment solutions and increase its clients’ access to leading managers.
Founded in 2018 on the premise that the traditional approach to wealth creation and management is changing, Boston Family Advisors has worked to revolutionize the way individuals and families with illiquid assets are served. The organization approaches each client at face-value to comprehensively evaluate an individual or families’ wealth, ultimately to create and operate a highly customized single-family office experience. This model is based on transparency, fee alignment, and an unbiased and sophisticated approach to governance and asset management. Today, the organization works primarily with entrepreneurs and individuals in the private equity and venture capital sectors.
“Since our founding, we’ve been incredibly thoughtful about assembling our team and community of clients based on shared visions, entrepreneurial spirits, and complementary backgrounds,” said Nicholas Hofer, Founder and President of Boston Family Advisors. “As we continue to identify ways to add new levels of value to our clients, we are thrilled to bring on Laura, whose entrepreneurialism and deep investment knowledge will further cement us as an institutional-quality advisor.”
Tuttle has spent more than two decades in the investment business, building and executing customized asset allocation strategies, with a special focus on alternative investments for high-net-worth individuals, families, endowments, and foundations. She is skilled at administering a variety of trust instruments and guiding family clients through generational shifts, and has extensive experience developing customized investment strategies, taking into account a family’s broader wealth architecture.
Most recently, Tuttle served as a Director at multi-family office SCS Financial following a 12-year tenure at Cambridge Associates, where she was a Managing Director in the Private Client practice. Throughout her career, Tuttle has been a champion for the advancement of women in the investment community. She spent several years building female-focused mentorship, resources, and networking programs at her previous firms and brings the same passion and pursuit to Boston Family Advisors.
“Boston Family Advisors is doing things differently in the family office investment industry. It’s ground-up approach to creating family governance and diversified, active investment execution for long-term wealth preservation is highly differentiated. I am excited to partner with this stellar team and investment committee to help our clients build legacies of wealth and create lasting impact through their investment portfolios,” added Tuttle.
About Boston Family Advisors
Boston Family Advisors establishes and operates single-family offices for venture capital and private equity professionals, entrepreneurs, and emerging wealth creators. Boston Family Advisors delivers a highly customized family oﬃce experience by building each family office independently and with complete autonomy. The firm’s ability to leverage the expenses incurred by a typical family office allows its clients to enjoy a single-family office experience that is not cost prohibitive. Boston Family Advisors currently advises on over $1 billion in assets, serving families across the United States. To learn more about the firm, visit: www.bostonfamilyadvisors.com.