Featured Philanthropy Clients
- Florence Evans Bushee Foundation, Inc.
- Bushrod H. Campbell and Adah F. Hall Charity Fund
- CHT Foundation
- Jane B. Cook 1992 Charitable Trust
- Mary W.B. Curtis Trust
- Edwards Scholarship Fund
- Jane's Trust
- Jane's Trust Foundation
- Legacy Fund for Boston
- Lyndon Paul Lorusso Charitable Foundation of 2002
- Rosalie Thorne McKenna Foundation
- William Townsend Porter Foundation
- Positive Tracks
- The Adelard A. and Valeda Lea Roy Foundation
- Travis Roy Foundation
- Jack Satter Foundation
- Polly Thayer Starr Charitable Trust
- George B. Henderson Foundation
This is a sample list of our clients. We work with dozens of clients doing charitable giving through foundations, charitable trusts, donor advised funds, and other giving vehicles.
We help individuals and families enhance and protect their wealth by building enduring relationships rooted in high-quality, practical, and distinctly personal service.
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.
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.
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.