How can we help you?
Our goal is to preserve and grow our clients’ wealth through a sound investment management philosophy and best practices. 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
As wealth managers, our primary objective is to design investment portfolios that meet each client’s goals, while mitigating undue risks. We manage risks in a portfolio primarily through asset allocation and fundamental analysis (research and forecasting of a company’s business model, sales, earnings, balance sheet) with an aim to uncover high quality businesses trading at reasonable valuations.
For generations, people of means have made the private trust the cornerstone of their wealth management strategy. They have used trusts as a means to distribute their wealth in accordance with their personal goals and family’s needs, protect and preserve their assets, ensure the well-being of their family and share their wealth to make this world a better place.
Estate & Tax Planning
Estate planning is an essential component of financial planning. It is a process that helps you manage and preserve your assets while you are alive, and protect, control and distribute these assets after your death, according to your wishes and in a tax-efficient manner. It is a personal, on-going process that evolves as you accumulate wealth and as your family grows and matures.
Hemenway Trust Company provides professional retirement planning services, including investment advice and management for your Individual Retirement Account (IRA), Roth IRA, self-employed pension plan (SEP), or 401k or other qualified retirement plan that you choose to roll into your IRA. Hemenway Trust Company can help you achieve a secure and rewarding retirement, applying to your retirement assets the same investment philosophy we apply to trust assets.
Families, individuals and charitable foundations rely on Hemenway Trust Company for a full range of philanthropic advisory services. Together with Hemenway & Barnes LLP, 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
For the family of means, a family office offers many benefits. A family office coordinates the stewardship of assets and the pursuit of philanthropic and personal interests. It also provides the flexibility to pursue strategies that take into account the needs of the individuals, as well as the family as a whole. The family office also plays a critical role in defining and preserving a sense of family values.
Foundations & Endowments
For generations, foundations, endowments, and charitable trusts have sought our guidance and experience to help them accomplish their philanthropic mission. Hemenway Trust Company helps foundations develop and implement sound investment strategies and together with Hemenway & Barnes LLP, provides other key advisory services such as: