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KLR

KLR is a New England Regional Public Accounting Firm that is ranked among the Top 100 firms in the United States.  From its five office locations in Boston, Waltham, Providence, Newport, & Shanghai, the 250+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad.  KLR is a member of Leading Edge Alliance Global, the 2nd largest international professional association of independently-owned accounting, financial, and business advisory firms.

Learn more about KLR here.

 
 
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US Trust, Bank of America Private bank

Bank of America Private Bank is a leading private wealth management organization providing vast resources and customized solutions to help meet clients’ wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. Bank of America Private Bank has more than 4,000 professionals and maintains 93 offices in 31 states. As part of Bank of America, it can provide access to a broad range of banking solutions for individuals and businesses, and an extensive retail banking platform.

Learn more about US Trust here.