About Us

With over $1 billion in assets under management, we have built our firm through a combination of organic growth and selective strategic acquisitions

A Heritage of Private Wealth Management Since 1928

North American Management is an independently owned and operated wealth management firm based in Boston, Massachusetts, serving clients nationwide. Established in 1928 as a single family office, and registered with the SEC since 1969, we provide wealth management services to high net worth families, family offices, and select non-profit entities.

We offer a compelling mix of security and manager selection skills to help optimize global asset allocation strategies. Our wealth management solution includes financial, tax and estate planning, along with trust services, all of which are carefully designed and implemented to help our clients realize their financial objectives. For over 85 years, we have provided clients with the special care, attention, and resources needed to protect and grow their wealth.