Foundations, Families and Individuals
Foundations, Families and Individuals
From investment advice to trust accounting and tax preparation, foundations, families and individuals require legal services that are highly personalized. Our trusts and estates attorneys provide expert guidance in financial and tax planning, personal estate planning, trust and estate administration, and services for executives and owners of closely held businesses. Beyond the individuals and families we serve, we offer a range of services for public and private foundations, working closely with founders, boards of trustees and often the next generation to develop giving programs that are unique to the client. Our clients are national and local public charities, including several educational institutions within the Greater Boston area, private foundations and philanthropists.
