About FBFIRST BOSTON
A heritage merchant bank with over 170 years of experience, focused exclusively on family office services and proprietary capital investments for our partners.
Our Heritage
Founded in 1854 through the partnership of two pioneering insurance companies, we have evolved into a premier merchant bank serving families and institutions worldwide.
The Beginning: New Orleans, 1854
First Boston Merchant Trust & Co. was established through the visionary partnership between the Factors & Traders' Insurance Company, founded by E.L. Tracy, R.M. Corry, Samuel Boyd, and Joseph Kent in New Orleans.
This strategic alliance combined expertise in trade finance and risk management, laying the foundation for what would become a global merchant banking enterprise focused on serving the world's most discerning families.
From our origins in the bustling port of New Orleans, we expanded our reach across the Americas and Europe, establishing a network of offices that facilitated international trade and capital flows.
Our Historic Trade Network
Our global presence spans key financial centers, built over generations of serving international families and facilitating cross-border capital flows.
The cornerstone of our American operations, serving as the primary hub for North American family office services and proprietary investments.
Our European headquarters facilitating transatlantic trade and serving as the bridge between American and European capital markets.
Strategic location for Latin American partnerships and commodity trade finance, connecting South American families with global markets.
Historic center for Caribbean and Central American operations, specializing in sugar, tobacco, and regional trade finance.
Serving Spanish and Portuguese families with cross-border investment opportunities and European market access.
Central European hub serving German-speaking families and facilitating Eastern European investment opportunities.
Our Mission
To provide sophisticated family office services and deploy proprietary capital in partnership with like-minded families and institutions who share our long-term investment philosophy.
We believe in building lasting partnerships rather than transactional relationships, focusing exclusively on those who align with our values and investment approach.
Our Vision
To be the premier partner for families and institutions seeking sophisticated wealth management solutions and access to exceptional investment opportunities.
We envision a future where our partners benefit from our collective expertise, shared networks, and aligned interests in building generational wealth.
Our Distinctive Approach
What sets us apart is our exclusive focus and partner-centric philosophy.
When we refer to "partners," we mean a carefully defined group of aligned entities:
Family Members
Direct family members and their controlled entities, trusts, and foundations.
Affiliated Entities
Companies, trusts, and investment vehicles directly controlled by or affiliated with the family.
Aligned Capital Providers
Limited partners and co-investors who share our investment philosophy and long-term approach.
We do not solicit or provide services to retail clients or the general public. All relationships are by invitation only and subject to thorough evaluation for alignment and regulatory compliance.
- • Shared risk and reward structures
- • Long-term relationship focus
- • Transparent communication
- • Mutual accountability
- • Deep specialization in our core areas
- • No conflicts with outside clients
- • Concentrated expertise and resources
- • Tailored solutions for each partner
Our Core Values
The principles that guide every decision and relationship.
Integrity
Unwavering commitment to ethical conduct and transparent communication in all our partnerships and investments.
Excellence
Pursuing the highest standards in investment management, family office services, and partner relationships.
Alignment
Ensuring our interests are perfectly aligned with our partners through shared investments and long-term thinking.