Personal Trust and Fiduciary Services:
Freedom and Peace of Mind
By naming a Welch & Forbes professional as your trustee, fiduciary or agent under Power of Attorney, you are provided with comprehensive support services, including management of cash distributions, bill paying, assistance with philanthropic programs, and recordkeeping for all required fiduciary reporting.
Our goal is to make a real difference in your future by adding new dimensions of freedom, confidence and peace of mind. To learn more about our personal trust and fiduciary services, please complete our confidential contact form or call Jay Emmons, President, at 617-557-9800.
Time Marches On,
But Our Personalized Service Remains the Same.
“We’re always available to meet our clients, either in person or via conference calls. There’s no question – it’s the only way to do business.”
But Our Personalized Service Remains the Same.
Seth Gelsthorpe
Portfolio Manager