Tax and Custodial Services:
Sophisticated Counsel, Personalized Service

Welch & Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families, and fiduciary returns for trusts and estates. We also offer guidance on a variety of diversified tax-related subjects.

In addition, by naming a Welch & Forbes professional as your Personal Representative, we provide prompt, objective management of your estate, including arranging for the necessary legal and tax services from start to finish. We appoint unaffiliated qualified custodians as our agents to provide custody of clients’ funds and securities.

To learn more about our tax and custodial services, please complete our confidential contact form or call Ed Sullivan, Vice President, at 617-557-9800.