Daintree Advisors

Daintree Advisors was a multi-family office based in Boston, Massachusetts. Established in 2010, the firm provided cash management and client bill pay services, capital calls and distributions, household staff management, income tax projections, balance sheet creation, family retreats focused on wealth and generational concerns, adherence to investment policy, performance measurement, online vault for family documents, tax documents, a summary of idea proposals and status reports on implementation. The assets were managed by the executive management team.