INVESTMENT PORTFOLIO MANAGEMENT

Welch & Forbes serves clients all over the world, managing assets of roughly $4 billion. The majority of our accounts are personal trusts, while the rest are made up of investment advisory relationships and charitable organizations.

FIDUCIARY SERVICES

Welch & Forbes principals serve as trustees for clients and are often asked to serve as executors. In many cases, clients find it useful to give us power of attorney to act on their behalf.

ESTATE PLANNING / ADMINISTRATION OF ESTATES

Although no longer engaged in the practice of law, we are well versed in the fundamentals of estate planning and work closely with trust and estate attorneys in Boston and throughout the nation. In addition, we have many years of experience handling the complex details of estate administration and settlement.

TAX SERVICES

An attorney specializing in tax law heads our tax department, which is staffed with eight tax specialists, five of whom are CPA's.  We prepare personal and fiduciary returns and offer sophisticated counsel.