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 2023
2022 will be looked back on as a pivotal year for markets. After years of below-trend economic growth that led to ultralow interest rates, the inflation we saw in late 2021 was supercharged in 2022 reflecting the impact of the Russia-Ukraine War on food and energy prices, continued lockdowns in China, and a tight labor market globally.
Publication
Important Retirement Account Changes Under the SECURE 2.0 Act of 2022
On December 29, 2022, the SECURE Act of 2022 (SECURE 2.0) was signed into law as part of the Consolidated Appropriations Act 2023. SECURE 2.0 seeks to encourage savings for retirement. Here are a few of the important changes for: Those near retirement, those not near retirement and ALL of those saving for retirement.
How can we help you?
We invite you to explore our website and contact us directly to discuss your wealth management needs.