Weston Howland Jr. establishes Blackstone Management Company, the predecessor to Howland Capital Management.
We begin working with individuals and families outside of the Howland family.
We broaden our asset management capabilities with select new hires. We also start managing retirement accounts.
We reach $500 million in assets under management through consolidation of client assets, referrals, market growth and strong investment performance.
We expand our tax services to encompass personal trust, corporate, foundation and estate tax returns for our clients.
To maintain our primary focus on clients’ needs, we commit to a corporate structure that will facilitate the transfer of ownership to the next generation of company leaders.
(and beyond)
We currently manage over $2 billion in assets, working with individuals, families, foundations and small institutions. We are a dedicated team of 28, including eight portfolio managers and six tax professionals.