Family dynamics can present challenges and opportunities. See how our team of specialists works with families to ensure that the trust is planned and executed in a way that adheres to the wishes of the grantor while providing thoughtful consideration to those involved.

See how we help families navigate the complex and emotional process of carrying through a trust and estate plan. Providing your beneficiaries with expert advice, guidance, and clarity is our number one priority.

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.