Personal Advisors
Overview
The Personal Touch
For generations, clients have turned to Hemenway & Barnes as trusted financial stewards and personal advisors. The respect and loyalty of our clients confirms the value of our integrated, 360-degree perspective as trustees, advisors and attorneys.
This is our legacy. We serve our clients in a role that goes back even earlier than the founding of our firm in 1863. Back to the days when New England's prosperous sea captains needed someone to look after their families, businesses and finances while they were away from home for months and months at a time, someone they could trust.
Many of New England's families and individuals of means trust us with their business, personal and charitable interests. More than a century of experience has shown that our clients have six key service needs:
- Trust Investment Management
- Estate and Trust Administration
- Estate and Tax Planning
- Philanthropic Advisory Services
- Family Office
- Family Business
Whether we help a client with a single matter or a broad scope of services, the goal of our personal advisory services is the same: To help ensure that families, businesses and non-profit institutions thrive financially, now and well into the future.
It's a matter of trust and having the right, personal touch.
To read our "What is a Trust" brochure, please click here.
