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:
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.
Estate & Tax Planning
Trust & Estate Administration
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.