| Trust Administration and Asset Management |
Fiduciary Services: For over 80 years, we have served as professional trustees and executors on behalf of clients. We offer individualized attention, often based on years of familiarity with the clients we represent, and we are always on hand to provide an immediate response to beneficiaries’ concerns.
Investment Management: Our lawyers will collaborate with your investment managers to ensure that your investments are consistent with your overall financial goals and are coordinated with your legal structures. Many of our clients choose to work with Silver Bridge Advisors (formerly Hale and Dorr Wealth Advisors), our registered investment advisory subsidiary, which manages assets for families and their charitable entities. By integrating our legal and financial experience, we provide our clients with comprehensive wealth management services.