The Bollard Group, LLC, founded in 1995, is a multi-family office based at One Joy Street, Boston, Massachusetts 02108. The firm offers a comprehensive suite of services, including investment advising, bookkeeping and accounting, income tax advising and preparation, financial and estate planning, and other wealth management and business advisory services tailored to high-net-worth individuals, trusts, estates, charitable organizations, and family-centric business entities. With approximately $5.7 billion in assets under management, The Bollard Group emphasizes a personalized approach to wealth management. The firm’s team of professionals collaborates closely with clients to develop and implement strategies aligned with their financial objectives, ensuring a holistic and integrated approach to managing wealth.​