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.
Meet Our Wealth Management Team
2022 Personal Tax Planning Update
The new year brings with it new tax-savings opportunities, including larger gift and estate tax exemptions and exclusions. This article includes charts showing these figures for 2022 as well as this year’s federal income tax brackets. A list of strategies and tips to consider in your tax planning this year follows each chart.