SB Investment Partners

SB Investment Partners is a family office that offers highly individualized investment management and financial planning services. The firm focuses on structuring portfolios to align with client priorities, risk tolerance, and tax situations, emphasizing a long-term investment perspective. They aim to simplify complex market conditions by identifying national and global trends to craft informed investment strategies.

The firm is dedicated to preserving and growing multi-generational wealth, fostering family unity, and integrating ethical considerations into investment decisions. They provide unique opportunities that speak to the heart of the risks facing humanity and the environment today. Their comprehensive service offerings include asset management, asset protection, estate planning, financial planning, accounting and tax-related services, banking services, real estate services, and concierge services.

Founded in 2013 by Shuvam Bhaumik, SB Investment Partners initially operated as a single-family office before expanding into a multi-family office. As of March 2018, the firm managed $575 million in total client assets. They are based in Boston, Massachusetts, and are known for their personal approach, contrasting with larger firms by offering tailored solutions rather than standardized products.