Independent by design, since 2009.
The family office, opened to you.
Commons Capital is an independent, boutique private wealth management firm and Registered Investment Adviser. Since 2009, we have believed the depth of a multi-family office shouldn't be reserved for the largest fortunes.
One team looks after investments, tax planning, legacy planning and philanthropy together, the way a family office does, for individuals, families and business owners, from offices in the Boston area and New York City. We manage portfolios in-house, primarily from individual securities, and we sell no proprietary products.
2009
We have created a dynamic organization offering effective, flexible, and visionary financial services, transcending the capabilities and limitations of traditional firms.
Boston & New York
Headquartered in Needham, Massachusetts, with an office in New York City since 2017. Clients across the U.S. and abroad.
com·mons
A shared resource, held in trust and stewarded for everyone, not fenced off for a few. Named for the Boston Common, shared ground since 1634, two blocks from where the firm began on Beacon Street.
What we stand for.
Act in the best interest of the client
We provide advice and recommendations that are only in the client's best interest by following a fiduciary standard of care. We do this because it is proper, ethical and right. All of the following principles are consistent with this philosophy and our way of conducting business.
Focus on professional advice, not on products
We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client's best interest will be served.
Deliver attentive, individualized service
We provide a high level of personal attention. We make a point of getting to know each client and learning what is important to them. Developing personalized insight is key to providing appropriate advice and services.
Provide full and transparent disclosure
Our private wealth management services and fees are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail the client seeks.
Practice what we preach
We invest our personal and firm assets based on the same set of investment principles and using the same or comparable securities that we recommend to our clients.
Turning visions into reality.
With today's exponential pace of change, opportunities from traditional sectors and disruptive innovations require agility and vision to respond decisively.
For those driven to seize opportunities, Commons Capital offers a team who fulfill ambitions and turn visions into reality.
We construct personalized strategies according to our clients' needs by bringing together the traditional aspects of comprehensive private wealth management with a firm entrepreneurial spirit. We continually explore the wide range of disruptive services and expertise on global markets.
While our clients have differing goals and different measures of success, they all rely on our relentless energy and proficient expertise to achieve their objectives.
How we conduct business.
Environmental sustainability
We strive to be leaders in environmental stewardship and have implemented specific steps to reach our goal of becoming a net-zero organization. As a long-established limited liability company, we recognize the importance of making every effort possible to have minimal impact in our day-to-day operations.
Community involvement
We support innovative strategic programs and partnerships that help make our communities better, stronger and more vibrant places in which to live, work and conduct business. We invest in areas that promote community well-being, from providing food and shelter, conserving natural resources and minimizing our impact on the environment, to improving education and encouraging arts and creativity.
Corporate governance
We believe that good business means more than just strong financial performance and superb operations. At Commons Capital, everything begins with a commitment to the highest ethical standards. By doing the right thing and operating with integrity and transparency, we build and maintain credibility and trust with our clients, advisors, vendors, partners and the community.
Commitment to our people
We are committed to creating a work environment in which advisors continually demonstrate respect for the opinions, attitudes, attributes and feelings of anyone with whom they come in contact during their daily work. We provide a workplace free from all forms of discrimination and harassment. We offer exciting opportunities for professional growth, and we encourage everyone to find a balance between their personal and professional lives and to give back to the communities where they work and live.
Oath to our clients.
Our values guide each and every interaction we have with our clients. To help you understand what our values mean to our success, we have developed this Client Charter.
Commons Capital always places the best interests of the client first. Conflicts of interest will be avoided when possible and disclosed when not. We treat all clients with fairness and respect. Questions and queries are handled promptly and courteously.
We are transparent in all dealings and transactions. As a general rule, remuneration from third parties is not accepted. We will clearly articulate our investment philosophy, fee structure and service model. We give answers in plain English, with whatever level of detail you seek.
Commons Capital employs professionals with proven track records in their respective fields. They work in an environment that actively promotes innovation, integrity and honesty.
The families we serve.
Commons Capital serves clients with complex financial situations and meaningful capital. Our clients typically include individuals and families building, preserving and transferring multigenerational wealth; corporate executives and professionals managing concentrated stock positions, equity compensation and significant career-driven income variability; entrepreneurs and business owners navigating liquidity events, succession planning and post-sale wealth structuring; sports and entertainment professionals with episodic income and specialized planning needs; and institutions seeking objective investment advice.
The firm does not maintain a stated minimum fee schedule with breakpoints. Each client engagement is evaluated individually, with the scope of services calibrated to the complexity of the situation. Commons Capital families tend to be global, multigenerational and competitive, and they come to us in search of sincere, unbiased advice on the matters that genuinely matter to them.