American Research & Management Co.

Description

The lighthouse on Bird Island stands at the mouth of our harbor. For centuries this simple structure served as a guiding light and beacon of safety for hard-working mariners returning home at night after weeks or months at sea. Today Bird Island Lighthouse serves as our emblem, reminding us of our coastal New England heritage, our core values of steadfastness, trust and integrity, and our mission to provide clients with the guidance and sense of security needed to achieve financial success for themselves and future generations.

AR&M is a leading authority on multigenerational wealth management. The firm has three generations of experience in tax and estate planning issues and incisive knowledge of current statutes and regulations. We develop sophisticated strategies for transferring family fortunes from one generation to the next – without the threats of dissolution, dire tax consequences or disincentives preventing future generations from being successful.

AR&M has been managing client trusts for more than 35 years – at higher levels of service and lower costs than bank trust departments. We are experienced in trust law, principal and income accounting, reporting, and filing timely returns for trusts with corporate or individual trustees.Our coordinated investment and trust services speed distributions and provide peace of mind.

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