A 360-Degree Perspective as Trustees & Advisors
Helping clients manage complexity, make smart decisions and move forward with assurance is the foundation of our wealth management practice. We provide a 360-degree perspective as corporate trustees and advisors offering clients an integrated wealth management solution.
Our philosophy and approach sets us apart:
- We deliver guidance with an independent and experienced point of view on essential and often emotional decisions.
- We offer an extensive array of fiduciary, wealth management, estate and tax planning services all in one place.
- We provide individual attention to each client from a Hemenway Trust Company advisor.
How can we help you?
Investment Management
We are committed to a long-term investment approach using a diversified portfolio of holdings that spans asset classes and industry sectors and integrates sophisticated estate and tax planning strategies.
ESG & Impact Investing
We can structure each client’s portfolio according to that client’s values and priorities for environmental, social, and governance concerns.
Trust Management
Trusts make sense now more than ever. Regardless of your family history, business or personal interests, trusts are widely used and valued for their outstanding benefits: flexibility, privacy, asset protection and wealth preservation and transfer.
Estate & Tax Planning
We will help you manage and preserve your assets while you are alive and provide stewardship of these assets after your death, according to your wishes and in a tax-efficient manner.
Retirement Planning
We provide professional retirement planning services, including investment advice and management for your Individual Retirement Account (IRA).
Charitable Planning
We help our clients identify goals, create a giving strategy, and effectively implement their plan in accordance with established guidelines and regulations.
Family Office Services
There is no "one size fits all" family office. We place a high value on getting to know each family and working with you to align the services we provide to your goals.
Foundations & Endowments
Foundations, endowments, and charitable trusts seek our guidance and experience to help them accomplish their philanthropic mission.
News & Resources
Publication
Market Update: Q1 2025
The ongoing lack of clarity surrounding trade, fiscal, monetary, and other policies poses significant challenges for investors. Read HTC’s latest Market Update for our perspective.
News
Eileen Durey to Guest Lecture at Bentley University on Sustainable Investing
Eileen Durey, CFP®, Senior Investment Officer and Head of Sustainable Investing at Hemenway Trust Company, will deliver a guest lecture on sustainable investing to students in the business program at Bentley University on April 15, 2025.
Publication
When Your Child Turns 18: A Checklist of Legal and Financial Items for Parents and Young Adults
Many families are not aware of important legal issues that affect their 18 – 21-year-old children.
How can we help you?
We invite you to explore our website and contact us directly to discuss your wealth management needs.