Focus Area
Trust Administration Services
Goulston & Storrs provides sophisticated trust administration services to individuals, families, and institutions seeking experienced, attentive fiduciary management. As one of the largest and most established trust and estate practices in New England, we combine deep legal knowledge with seasoned tax, and administrative expertise—complemented by deep investment experience and hand-in-glove collaboration with external investment advisors—to protect and grow assets, honor client intentions, and deliver seamless, coordinated service.
Our Trust Department is comprised of approximately 50 professionals—including trust and estate attorneys, tax accountants, and skilled administrators—who work together to integrate clients’ financial lives with their long-term planning goals. We tailor trust investment strategies to each client’s objectives, balancing capital preservation, sustainable growth, and after-tax optimization. Many of our clients have complex portfolios with assets in multiple ‘buckets’—including trusts, retirement accounts, and personal investments—balanced to preserve capital, generate sustainable growth, and optimize after-tax results. Acting as trustees, we relieve family members of the administrative burden while applying the full breadth of our legal, tax, and investment management resources. Our disciplined trust investment philosophy, developed and refined over decades, is guided by the belief that long-term value is built through careful asset selection, prudent diversification, and close attention to both market opportunity and risk. Clients benefit from our collaboration with premier investment advisors, as well as our in-house tax professionals who help ensure decisions are made with a clear eye toward after-tax performance.
Trustee Services – We carry out the terms of each trust with precision and discretion, overseeing investments, distributions, and reporting. Our systems deliver comprehensive, customized reports, and we can handle services such as bill payment for clients and beneficiaries.
Investment Services – We emphasize capital preservation, long-term growth, and tax efficiency, working with trusted advisors to select individual equities, fixed income instruments, and other investments in alignment with each client’s goals and risk tolerance.
Tax Planning and Preparation – Our in-house tax accountants prepare fiduciary income tax returns for trusts and private foundations, collaborating closely with our tax attorneys to ensure accuracy and compliance.
Family Office & Custody Services – We offer customized support for investment reporting, proxy voting, governance, succession planning, and other family office needs, providing a fully integrated solution under one roof.
Expertise
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
In the News
Jaclyn O’Leary Joins Goulston & Storrs’ Boston Office as Director in Private Client & Trust Group
January 13, 2025