Families & Individuals

Our clients come to us looking to make the most of what they have and to do more good with it – now and in the future. Hemenway & Barnes advisors provide confidence that your interests and assets have been entrusted to an expert who knows you and your situation.

In an ever-changing, highly regulated environment, we offer thoughtful, clear and comprehensive advice to help you navigate the many interrelated choices you face. We furnish convenience: a one-stop, one-call solution to a range of planning and management issues.

We deliver counsel and guidance with an independent and experienced point of view on important and often emotional decisions so you can chart a course that is right for you and your family.

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How can we help you?

Wealth Management
We help individuals and families enhance and protect their wealth by building enduring relationships rooted in high-quality, practical, and distinctly personal service.
Family Office
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.
Philanthropic Advisory
We offer a full range of philanthropic advisory and grant-making services to private foundations, trusts, individuals, families, and other entities.
Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Trust & Estate Administration
Our dedicated team of trust, estate and tax professionals efficiently handles all aspects of trust administration and probate work.
Litigation & Dispute Resolution
From high-stakes business litigation to probate and land use and real estate litigation, we help clients resolve difficult disputes.
Real Estate Law
We partner with our clients to meet the varied real estate needs of start-up developers and large corporations, lenders, nonprofits, and families.
Owner-Led & Family Business
Hemenway & Barnes assists generations of families, as well as individuals and partnerships who own or manage businesses.
“For generations we have helped families grow and protect their wealth and their personal, business and charitable interests. As trustees, advisors, and attorneys, we help clients achieve their financial and personal goals.”
— Charles Platt, Partner and Chair of the Private Client Group

Wealth Education for the Next Generation – Early Planning

Life has its moments, so plan accordingly. Here you'll find a collection of articles and tips for the lifelong process of building, protecting and managing wealth.

2025 Personal Tax Planning Update

The new year brings with it new tax-savings opportunities, including opportunities for tax-free gifts. The larger gift and estate tax exemptions and exclusions mean additional opportunities for tax-free gifts in 2025.

Why a Trust?

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.

When Your Child Turns 18: A Checklist of Legal Documents for Parents and Young Adults

Many families are not aware of important legal issues that affect their 18 to 21-year-old children. Parents often, and understandably, continue to see these young adults as “kids,” even though they are considered adults in the eyes of the law for most purposes. Parents no longer have the same access to information or control over their children after age 18. Proper planning for the legal issues that arise with an 18 to 21-year-old child can help avoid problems later. So, what should parents and young adults consider?

Welcome to Your Family Office

We’ll take care of everything – from the forest to the trees.

Our family office practice offers you seasoned professionals and flexible support in caring for the needs of your family. Whether you seek one targeted solution or a broader scope of advice, we offer customized insights, specifically tailored to the unique dynamics of your family.

News & Articles

Publication

2026 Personal Tax Planning Update

Publication

Tips for Successfully Making Charitable Donations by Year End: USPS Clarifies Postmark Dates

Event

Bryce Helfer to Share Insights on Transfers Included in the Gross Estate at MCLE Estate Planning and Tax Program

How can we help you?
We invite you to explore our website and contact us directly to discuss your legal and fiduciary needs.
Contact Us