Overview

Wealth_Services_Overview.jpgClients are unique. All have goals particular to them, their families and how their wealth is managed. 

Yet, however varied our clients, each one benefits from our collaborative, integrated and personal approach. We start with a thorough understanding of your personal and financial goals and a comprehensive view of your financial situation. Our 360-degree perspective helps you understand how change in one area can impact another and allows you to weigh and select options best suited to your needs.

Clients appreciate our sound, practical advice and perspective. They also know that relationships are important to us. Our clients enjoy direct, one-to-one access to their wealth advisors which fosters fruitful collaboration, outstanding client service and a high level of trust.

Enhanced Wealth Management Services

While comprehensive investment management is at the core of our wealth management services, together with Hemenway & Barnes LLP, we also provide a full suite of advisory services to help you manage the many aspects and responsibilities of wealth. 

  • The stewardship of assets and philanthropic endeavors
  • Tax planning and reporting
  • Estate planning
  • Administrative and lifestyle management, such as bill paying, bookkeeping, travel planning and the management of household staff
  • Coordination and facilitation of family meetings and wealth education, and
  • Management of real and personal property and other assets.