Expertise
Private Client & Trust
For generations, Goulston & Storrs has guided individuals and families through all aspects of wealth ownership and transfer. One of the largest and most respected practices in New England, our Private Client & Trust Group delivers sophisticated, personalized strategies backed by the full multidisciplinary strength of the firm.
We help clients protect, grow, and transfer wealth in ways that align with their financial, charitable, and personal goals. Our team advises high-net-worth individuals, multigenerational families, business owners, executives, fiduciaries, and family offices on matters ranging from estate and tax planning to philanthropic structuring and trust administration.
Our approach is collaborative and holistic. We work closely with colleagues across the firm in business, real estate, and tax law — as well as with our clients’ financial, accounting, and insurance advisors — to provide seamless, coordinated counsel. This multidisciplinary perspective enables us to address complex situations with both legal precision and practical insight.
Nationally recognized for our leadership in tax-sensitive planning techniques, we design solutions that integrate legal, financial, and personal considerations. Clients also rely on us for professional fiduciary services and a full platform of family office capabilities, ensuring continuity and stewardship across generations.
Comprehensive Service Areas
- Estate Planning & Wealth Transfer Planning — Designing tax-efficient plans and trusts to transfer wealth and avoid probate.
- Estate Administration — Guiding clients through probate, tax filings, and asset distribution from start to finish.
- Trust Administration Services — Overseeing and administering trust assets to align with long-term objectives.
- Fiduciary & Family Office Services — Acting as trustees, executors, and family office advisors to manage and preserve wealth.
- Charitable Planning — Creating and administering philanthropic structures that align with clients’ values and maximize impact.
- Client-Centered Counsel — We pride ourselves on building long-term relationships grounded in trust, discretion, and personal attention. Our commitment to collaboration and thoughtful problem-solving ensures that clients receive tailored, effective, and value-driven solutions at every stage of their personal and financial journey.
Focus Areas
Key Contacts
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