We advise entrepreneurs and families in the Boston area, and throughout Massachusetts and New Hampshire, on the advantages and disadvantages of business structures and tax status elections in the context of business objectives, estate planning and business succession.
A financial advisory firm that works at the intersection of finance and technology. Most finance professionals aren’t technologist and most technologists don’t understand the day to day objectives of today’s finance departments – that’s where we come in.
@ the Intersection of Finance + Technology
