Contact Us

We welcome inquiries about our services and exploratory discussions of family dynamics in succession and estate planning and family governance. We also welcome inquires about ways in which we help advisors, fiduciaries, and financial institutions to enhance business development and client relationship management. To get in touch, write, call, or fax us at:

East Coast Office:
Families and Wealth, LLC
1075 Washington Street
Newton, MA 02465
Phone: 617-558-5800
Fax: 617-558-5900

West Coast Office:
Families and Wealth, LLC
1221 Coast Village Circle, Suite 32
Santa Barbara, CA 93108
Phone: 805-965-1329
Fax: 805-965-7637

You can also e-mail us (no attachments, please) by clicking here.