Company Profile
Old Mountain Private Trust Company is a single-family office based in Boston, Massachusetts, established in 2007. The firm manages and allocates capital on behalf of its founding family, focusing on long-term wealth preservation and growth.
Old Mountain offers comprehensive family office services including financial planning, estate planning, tax planning, investment services, and trust administration. The firm evaluates direct investments, private equity, and real assets across multiple sectors, maintaining a disciplined approach to portfolio construction through active oversight and strategic partnerships with experienced managers and operators.
Registered as a Wyoming corporation, Old Mountain Private Family Trust, Inc. operates with a focus on prudent capital allocation and multi-generational wealth stewardship.
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