Excalibur Management

2223 Washington Street, #202, Newton, MA 02462

617.916.9669 | Email Us

© 2020 by Excalibur Management Corp.  Terms and ConditionsImportant Disclosures

SERVICES

Family Wealth Stewardship

 

Family Office Services

 

Legacy Planning Concentrated Asset Management

 

Futures & Options Hedging Strategies

 

Tax Efficient Investment Strategies

 

Excalibur offers customized, integrated Family Office Services that strengthen our clients’ ability to grow and protect their family’s wealth now and for generations to come. Our team provides trusted counsel as well as efficient management and facilitation of the financial wants and needs of current and future generations.

 

Running a family office requires a specialized expertise that caters to the complex needs of families with diverse goals and family members. As trusted advisors, our greatest responsibility is to preserve assets, manage long-term goals, and secure the legacy of our clients. We have been fortunate to serve many families for several decades and over multiple generations.

 

Trusted Family Advisors