BY THE NUMBERS

1838

Founding Year

$9.1 Billion

ASSETS UNDER MANAGEMENT

As of 3/31/25

56

Total Staff

As of 3/31/25

25+ Years

Average Experience of Investment Professionals

As of 3/31/25

Welch & Forbes operates in the tradition of a family office offering trust, tax, estate, fiduciary and customized investment management services.

Investment Management

Trust & Feduciary Services
Tax Services

Estate Planning
Estate Settlement

Financial Planning

Philanthropy

Client Service

Customized Investment
Management

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Trust & Fiduciary Services

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Tax Services

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Estate Planning

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Estate Settlement

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Financial Planning

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Philanthropy

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Client Service

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Investment Management

Trust & Feduciary Services
Tax Services

Estate Planning
Estate Settlement

Financial Planning

Philanthropy

Client Service

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Investment Review - May 2025

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