Overview
For generations, Goulston & Storrs has represented individuals and families on all matters pertaining to the ownership and transfer of wealth. The Private Client & Trust Group at Goulston & Storrs is one of the largest and most well-established practices in New England. We follow a multi-disciplinary approach that brings to bear the business, real estate, tax, and other expertise of attorneys throughout the firm.
Our Expertise & Services
Our Private Client & Trust Group has been at the forefront in developing and implementing sophisticated tax-sensitive planning techniques, which integrate with an individual’s or family’s financial, charitable, risk management, and personal objectives.
We offer a full range of legal services relating to estate and trust administration, we serve as professional fiduciaries, and provide a comprehensive platform of family office services. We work collaboratively with the client’s financial, accounting and insurance advisors.
Our service areas include:
- Estate Planning & Administration
- Fiduciary & Family Office Services
- Charitable Planning
- Trust Investment & Administration Services
For further information about the Goulston & Storrs Private Client & Trust Group, please contact one of our group Co-Chairs, Andy Rothstein or Kerry Spindler.