India Wharf Family Office Services, LLC
Personal Wealth Administration for your Life
Individual and Family Cash Management

Just as India Wharf’s development enriched the lives of many of Boston’s families 200 years ago, India Wharf Family Office Services, LLC, enhances the lives of Boston’s affluent families today through a unique blend of administration and organizational financial services.

Founder Lee C. Costello, Certified Treasury Professional and Cash Manager, brings her skills and experience to manage a family’s cash flows and coordinate its total financial situation.

Her many years’ experience as a licensed investment professional and client manager at Boston’s most prestigious financial institutions taught her that successful business relationships are both consultative and customized.