Attorneys at Goulston & Storrs serve as executors and administrators of our clients’ estates, and as trustees of hundreds of trusts for firm clients. As fiduciaries, we have considerable experience administering the assets held in these estates and trusts, including the management of securities and other investments, utilizing the advice of premier independent investment advisors. Firm attorneys acting as trustees directly manage investment assets with an aggregate value exceeding $700 million and share fiduciary responsibility for very substantial additional amounts.
With our advisors, we follow a strictly disciplined approach to the investment of trust assets, emphasizing both the preservation of capital and the participation in opportunities for long-term growth. Over a span of fifty years of service, clients have greatly valued this disciplined approach and our distinguished record of investment performance in both favorable and challenging investment environments. We carefully tailor our trust services to the individual financial and tax-planning needs of trust beneficiaries.
In addition, our fiduciary services team provides the full complement of family office services to clients with large and complex investment portfolios, including “master custody” and personal financial administration services. We handle the daily tasks of managing and preserving family assets in a highly personalized and confidential manner, which clients find greatly simplifies their financial lives.