A 360-Degree Perspective

Helping clients manage complexity, make smart decisions and move forward with assurance is the foundation of our wealth management practice. We provide a 360-degree perspective as trustees, advisors, and attorneys offering clients an integrated wealth management solution.

Our philosophy and approach sets us apart:

  • We deliver counsel and guidance with an independent and experienced point of view on essential and often emotional decisions.
  • We offer an extensive array of legal, fiduciary, wealth management, estate and tax planning services all in one place.
  • We provide individual attention to each client from a Hemenway & Barnes partner.

We would be pleased to discuss with you how we might meet your needs for comprehensive wealth and asset management. Learn more about our services: Wealth Managers & Trustees, Family Office Services, Charitable Planning, and Tax Planning & Reporting.

2024 Personal Tax Planning Update

The new year brings with it new tax-savings opportunities, including opportunities for tax-free gifts. The charts below show the larger gift and estate tax figures, as well as this year’s federal income tax brackets. Now is the time to consider federal estate and gift tax strategies before exemptions are scheduled to decrease by 50% in 2026.

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.
Nonprofit Representation
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.
Want to learn more?
Contact a member of our Wealth Management Group today.
Contact a wealth manager