Private Client & Trust

Overview

For generations, Goulston & Storrs has represented successful individuals and families on all matters pertaining to the ownership and transfer of family wealth. Over time, we have cultivated a special cultural commitment to the protection and growth of our client families’ legacies. Clients value not only our deep experience, but also our awareness of the need for delicate sensitivity, absolute confidentiality and critical responsiveness in serving the needs of family estates, businesses and charities. We treat our clients’ fundamental family and charitable objectives as paramount.

Our Assets and Expertise

Goulston & Storrs offers one of the largest and most well-established trust and estate practices in New England, featuring many bar leaders and six fellows of the American College of Trust and Estate Counsel, which is composed exclusively of lawyers and law professors elected by their peers, based on reputation, skill and contributions to the field in the form of lecturing, writing, teaching and bar activities.

Our Private Client & Trust Group follows a multi-disciplinary approach that brings to bear the business, real estate, tax and other expertise of attorneys throughout the firm. For families with business interests, these attorneys can offer specialized industry knowledge in areas such as healthcare, technology, private equity investing, finance, education, retail, restaurants, and hospitality enterprises.

Our services are provided with the assistance of experienced tax accountants and administrative professionals on our staff, who are responsible for many day-to-day aspects of the administration of estates and trusts. We also integrate the valuable assistance of professionals outside the firm, including but not limited to highly reputable financial planners, investment advisors, insurance experts, and family counselors. 

Our Clients

Many of the individuals and families represented by Goulston & Storrs on family wealth matters are the principals of family-owned and closely-held business entities, some of which have national or international assets. Others we represent own substantial interests in publicly-traded business enterprises and retirement vehicles. Frequently, this representation extends to several generations within a family, requiring comprehensive planning with regard to the family’s long-term objectives, and development of the right legal and structural solutions for preserving family harmony and nurturing full family engagement.

In our day-to-day practice, we also represent estates, trusts, guardians and conservators of individuals under disability, and charitable foundations and other not-for-profit organizations, including educational, healthcare and social service institutions.

Our Services

Goulston & Storrs has been at the forefront in developing and implementing sophisticated tax-sensitive planning techniques for individuals and families, and for the largest and most complex estates. These planning techniques are comprehensive, integrating with a family’s financial, charitable, risk management and personal objectives. We also offer a full range of services relating to probate matters and the administration of estates and trusts, including the administration of family office functions.

Service components of our Private Clients and Trust practice include:

For further information about the Goulston & Storrs Private Client & Trust Group, please contact our group Co-Chairs, Michelle Porter and Nancy Samiljan.