Wealth Managers & Trustees

Individuals and families have long relied on the professionals of Hemenway & Barnes to preserve and enhance their wealth through sound trust management. Our role goes far beyond that of an investment advisor, financial planner and, indeed, beyond the role typically played by a lawyer. We invest the time it takes to understand your needs, earn your trust and see the whole picture. We anticipate your needs and deliver counsel and guidance with an independent and experienced point of view, and help you move forward with assurance.

Working with the investment professionals at Hemenway Trust Company, a New Hampshire based private trust company, we manage the full range of client assets, including retirement accounts, endowments, and alternative assets. Coupled with sophisticated estate and tax planning, charitable planning and family office services, Hemenway & Barnes offers a one-stop, one-call solution to help you simplify the complexities of managing your wealth.

We invite you to learn more about our services:

Team Spotlights

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, charitable giving and a host of personal issues.

Related Services

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.
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.

Our Trust Investment Approach

Our approach to investing trust assets is based on several over-arching principles. The first is to understand your objectives, financial needs and tolerance for risk. Second, because we have no products to sell, we are free of constraints and aim to invest in the best opportunities. Third, our investment horizon is long term.

Ready to get started?
Contact us to discuss our comprehensive approach to financial, estate and tax planning.
Contact a Wealth Manager