The Trustee Relationship

A Career Commitment to Our Clients

The relationship between Trustee and client is the foundation for everything we do. Trustees make a career-long commitment to clients, forging multi-generational relationships focused on empowering families.

A Dedicated Team

A pair of Trustees is assigned to each client relationship to ensure continuity. They are supported by a team of nearly 100 professionals with expertise in everything from estate and tax planning to charitable giving.

Meet our team

A Multifaceted Relationship

Through regular conversations, Trustees gain an in-depth understanding of each client’s goals and priorities. Guided by this insight, they serve as:

Fiduciaries, entrusted with legal discretion over property held in trust (if appointed).
Investment Managers, developing and managing a portfolio strategy designed to achieve your financial goals. All Trustees have extensive experience in investment analysis and portfolio management.
Independent Advisors, addressing a wide range of financial issues and assisting with outside professional resources when needed. At every step, your Trustee is there to answer questions, offer advice and guidance, and facilitate family meetings when necessary.

David Boit

As independent trustees, we are fortunate to be able to leverage our decades of experience across many families and tailor solutions that are personal to each client. Our clients often call us first when there is a family issue, irrespective of its nature.

David Boit
Trustee

Meet the Team

Explore the expertise and experience of our people.

Family Office Services

We offer a full range of services to meet your financial needs.