High Net Worth Families

The comprehensive Family Office services offered by the Burns & Levinson team, such as trust administration and management, strategic asset allocation, consolidated investment reporting, risk assessment and strategic tax planning and preparation are ideal for families managing and preserving multi-generational wealth.

Individuals in Transition

Life events such as divorce, inheritance of wealth, legal settlements or the death of a family member can be especially difficult for individuals not accustomed to making complex financial decisions. Our team can work with you to assess all aspects of your current and future needs, with appropriate emphasis placed on tax-planning and long term asset growth.


The income for our retired clients is augmented with returns generated by their investment portfolios. The primary objective is a stable and growing income stream, affording them a secure standard of living and peace of mind despite inflationary pressures. Additional services offered by the Burns & Levinson team include cash management, required minimum distribution payment and monitoring of day-to-day expenses.

Foundations & Endowments

Our team works with trustees and board members to develop a customized investment plan that fits each organization's needs. We then work to ensure that the investments are distributed or administered in the most meaningful way, whether is it anonymously or through a relationship with the recipient.

Download Our Client Relationship Summary (Form CRS/Form ADV Part 3)