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  • Fiduciary Trust Company
    Fiduciary Trust Company
    (617) 482-5270
    175 Federal St, 2110  Boston

    The most important aspects of Fiduciary Trust Company are also the most enduring—the values that are the foundation of the company.Our beginnings date back to 1885 when one of New England’s most prominent families established an office to ensure consistency in the management of the family's trusts …

  • Loring, Wolcott, and Coolidge
    Loring, Wolcott, and Coolidge
    (617) 622-2210
    230 Congress St, 2110  Boston

    Our firm has both breadth and depth of expertise. The office includes experienced professionals with backgrounds in investment analysis and management, estate planning and law, accounting, and tax preparation. This expertise complements our trustees' knowledge and experience, enabling us to provide…

  • Broude & Hochberg L.L.P.
    Broude & Hochberg L.L.P.
    (617) 748-5100
    Suite 1310, 2110  Boston

    The Boston law firm of Broude & Hochberg, LLP was established in 1928 as the office of David Broude, Esquire, who had previously been one of the earliest revenue agents in what was then the fledgling Bureau of Internal Revenue. Until his death in 1969, David Broude engaged in practice in the fields…

  • Nichols & Pratt Advisors
    Nichols & Pratt Advisors
    (617) 523-6800
    50 Congress St, 2109  Boston

    Where clients are interested in philanthropic giving through a private foundation, Nichols & Pratt can provide a full line of services in creating and maintaining a foundation. We serve our clients either as trustees or by providing full service foundation support for individual or family foundatio…

  • Welch & Forbes Inc.
    Welch & Forbes Inc.
    (617) 523-1635
    Old City Hall 45 School St, 2108  Boston

    Copyright Copyright in the pages, in the screens displaying the pages and in the information, materials and other content contained in this web site is owned by Welch & Forbes unless otherwise indicated, and is protected by US and international copyright laws and treaties. The information, material…

  • Steffensen Herman & Doggett LLC
    Steffensen Herman & Doggett LLC
    (617) 523-7935
    Old City Hall 45 School St, 2108  Boston

    Steffensen, Herman & Doggett, LLC is a firm of six lawyers with a practice focused on estate and fiduciary matters. We offer comprehensive estate planning services, including We handle all aspects of estate administration: probating wills, gathering assets, paying bills, keeping accounts, obtaining…

  • Marco Consulting Group
    Marco Consulting Group
    (617) 298-0967
    1220 Adams Street, 2124  Boston

    MCG is an independent, employee-owned firm with a comprehensive approach to addressing client needs. Supported by an experienced and dedicated research team, MCG is an educational resource for clients. We provide asset allocation solutions and independent evaluations of investment managers and prod…

  • DALBAR , Inc
    DALBAR , Inc
    617.624.7284
    600 Atlantic Av Ste 13 Ste 13, 02210  Boston

    IntroductionDalbar, Incorporated is now accepting submissions for its annual Explanation of Benefits (EOB) Review. Now in its 2nd year, Dalbar’s EOB Review evaluates EOBs based on member statement preferences, the industry’s best practices, regulatory requirements, and technological advancements. T…