We know what we know; more importantly, we know what we don’t know. And, that is why we have built trusted relationships with highly-skilled, experienced advisors over the last twenty years. You can build an organization and maintain all of your talent in-house, but we believe that by definition this approach limits the creativity and expertise you can deliver to a client. We want to foster creativity, objectivity and flexibility.

The following list of independent partners and links to their web pages is intended to be representative, not exhaustive. We bring to bear the expertise that is most appropriate for your particular needs, and we seek counsel respectively. If you have your own investment managers or advisors, we will gladly work with them upon performing the proper due diligence.

No matter with whom we choose to partner, we remain a single point of contact and coordination for you.

Investment Advisors
• Wainwright Investment Counsel, LLC

Tax and Legal Advisors
• George Cushing, Esquire
• Feely & Driscoll, P.C.
• Tarlow, Breed, Hart & Rogers, P.C.
• Fulbright & Jaworski L.L.P.

Philanthropic Advisors
• Paul G. Schervish, Social Welfare Research Institute

Corporate Trustee and Fiduciary Advisors
• Family Capital Trust Company, N.A.
   (Capital Formation Group, Inc. is a co-founder and equity holder in FCTC, N.A.)
• Charles Schwab 

Business Consultants
• The Wilson Group, Inc.
• Northern Light Consulting
• The Bigelow Company LLC

P & C and Risk Management Insurance Advisors
• HUB International Limited

Banking/Mortgage Services Advisors
• New Boston Mortgage