Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families’ complete financial affairs.  This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.

Proficio Capital Partners, LLC

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