Founded in 2016, BOTA is an independent multi-family office built for the modern era - pairing institutional rigor with the patience and discretion of a private partnership.
In 2016, a group of operating principals and senior advisors founded BOTA as an independent, conflict-free alternative to traditional wealth management - designed for the realities of modern capital deployment.
We began as a private holding vehicle, pooling capital among a close circle of founding families. Over time, we selectively opened to outside partners who share our conviction in long-horizon thinking. Together, we back innovative ideas built to compound over decades, not quarters.
We work with a small group of families whose ambitions reach beyond a single generation. Our approach is unhurried and analytical, built for the next thirty years rather than the next thirty days.
Our story
Protecting capital through disciplined risk management and global diversification - across both established and emerging asset classes.
Identifying conviction opportunities in private equity, infrastructure, and sustainable technology to compound capital with purpose.
Bespoke cash-flow and credit solutions that keep capital agile in a rapidly evolving global environment.
From our founding office in New York, BOTA has expanded across the Atlantic to Lugano, Milan and London - four offices, chosen deliberately to cover the financial centres that matter to our families.
New York
Madison Avenue - Founding Office
Lugano
Via Nassa
Milan
Via Monte Napoleone
London
Mayfair
Every relationship is led by a founding partner. There are no account managers, no relationship layers - only direct access to the principals making the decisions.
Connect with an officeOur philosophy is simple: we manage capital with the same conviction our principals apply to their own - patient, independent, and unburdened by the noise of the quarterly cycle. We invite you to explore the principles that shape BOTA.
