Partner
Michael J. Puzo
Michael J. Puzo concentrates on wealth management, primarily through serving as a trustee of private trusts and charitable foundations. He also advises individuals and families on complex estate planning and charitable giving.
Practice Focus
Michael J. Puzo concentrates on wealth management, primarily through serving as a trustee of private trusts and charitable foundations. He also advises individuals and families on complex estate planning and charitable giving.
At Hemenway & Barnes, Michael chairs the firm’s Trust Investment Committee and has served as managing partner and chair of the firm’s Private Client Group. Michael is also a Managing Director, Treasurer and Chair of the Investment Committee of Hemenway Trust Company, a New Hampshire-based private fiduciary firm.
Representative Clients
Along with many private clients, trusts and foundations, Michael counsels a number of nonprofits including Boston College and the Archdiocese of Boston. His practice includes:
- Providing counsel on a broad range of family issues, including sophisticated estate and charitable gift planning.
- Advising extended families on generational wealth planning, asset allocation and discrete investments. He often works with clients who have lost a spouse and are coping with the new responsibilities and uncertainties that follow.
- Working with entrepreneurial and business clients to preserve hard earned capital, while continuing to focus on asset growth.
“Having been a part of the H&B and HTC communities for my entire career has been a profound privilege. Earning a client’s confidence, keeping that confidence, and helping a client through hard times – these are just some of the gifts that come with this profession. With all of the uncertainties and complexities of modern financial life, being part of a firm that is committed to the individual and his or her success gives my work true meaning.”
— Michael Puzo’s Comment on Trends in Trusts and Estates