India Wharf Family Office Services, LLC
Personal Wealth Administration for your Life
Knowledge, Experience, Relationship Management
Founder Lee C. Costello’s experience as a private banker and corporate cash manager working with family-owned and privately held businesses enables her to provide a unique approach to each client situation.

More than 30 years in Boston's oldest and most respected financial institutions, including the Old Colony Trust Division of The First National Bank of Boston and State Street Bank and Trust Company have instilled the value of trust, relationships and commendable service.