Focus Area
Fiduciary & Family Office Services
Goulston & Storrs delivers fully integrated fiduciary and family office services for high net worth individuals and families with complex financial needs. Acting as professional fiduciaries and trusted stewards, we combine deep legal, investment, and administrative expertise to protect and grow wealth, oversee and implement planning strategies, and provide seamless, personalized service.
Our fiduciary and family office services are a natural extension of our longstanding leadership in wealth transfer planning and management. We serve as trustees and financial stewards, offering clients a comprehensive platform that supports and implements the functions of a private family office. Our services include professional trusteeship, full fiduciary investment management, master custody of assets, cash management, investment management oversight, and concierge-level administrative support. We tailor each engagement to implement and oversee a client’s estate, charitable, and tax plans, ensuring that all components work together for optimal results.
Our approach blends the resources of a leading national law firm with the dedicated attention of an experienced fiduciary team. We draw on in-house capabilities across trust and estate law, tax, real estate, corporate, and dispute resolution, enabling us to supervise diverse and complex holdings efficiently and effectively. In our role as fiduciaries, we follow a disciplined investment philosophy emphasizing capital preservation, long-term growth, and after-tax performance, working closely with premier investment advisors to implement client objectives.
By centralizing investment reporting, performance tracking, governance, succession planning, and other family office functions, we provide clients with clarity, coordination, and confidence in the management of their financial affairs—today and for generations to come.
- Fiduciary Services – Acting as trustees, we manage investments, distributions, and reporting in strict accordance with trust terms, leveraging the firm’s full administrative, tax, and investment resources.
- Family Office Services – Customized support for governance, philanthropic administration, coordination with business and personal financial activities, and implementation of family office functions.
- Investment Management Oversight – Collaborative approach with trusted advisors, disciplined asset allocation, and careful evaluation of equities, fixed income, and private investments.
- Tax Planning and Compliance – In-house tax professionals prepare fiduciary returns and advise on tax-efficient structures and transactions.
Key Contacts
Michelle M. Porter
Director, Boston
mporter@goulstonstorrs.com+1 617 574 4026
Andrew D. Rothstein
Director, Boston
arothstein@goulstonstorrs.com+1 617 574 4089
Kerry L. Spindler
Director, Boston
kspindler@goulstonstorrs.com+1 617 574 3504Related Insights
See all insightsRecognition
Goulston & Storrs Receives Top Rankings in Chambers 2025 High Net Worth Guide
August 8, 2025
Press Release
Jaclyn O’Leary Joins Goulston & Storrs’ Boston Office as Director in Private Client & Trust Group
January 13, 2025