Commons Capital is an independent, boutique fiduciary wealth management firm founded in 2009. Based in Needham, Massachusetts, with an office in New York City, it serves individuals, multigenerational families, businesses, and institutions globally. The firm aims to provide a multi-family office experience, combining personalized attention with a broad range of financial expertise while putting clients’ interests first.

Its services include investment management, financial planning, trust and estate planning, aggregated reporting, and guidance on giving and social impact. Specialized offerings support institutions, sports and entertainment professionals, and family offices. Commons Capital also provides private banking, securities-based lending, and cash management solutions.

The firm’s team includes portfolio managers, private wealth advisors, and planning specialists, with more than 100 cumulative years of experience. Commons Capital describes its independence as a way to reduce potential conflicts of interest and deliver advice focused on each client’s needs. It also shares educational insights on investing, retirement planning, and financial topics, and invites prospective clients to request an introduction.