For more than 170 years, we have served as trustees, executors and personal representatives for thousands of clients and their assets. We initially served the maritime economy, when ships’ captains would go to sea leaving their family fortunes in the hands of their lawyers.
While our tradition is rich and our knowledge deep, our approach is truly twenty-first century, enhanced by cutting edge technology and a sophisticated investment approach.
We have a deep and broad understanding of the complex topics fiduciaries and beneficiaries can face, from investment matters to legal and tax issues to intricate family dynamics.
Our service and team approach set us apart.
Each fiduciary client has direct access to his or her trustee or executor, and is paired with a trust administrator and member of the investment staff who can be contacted directly. Clients also have 24-hour online access to their accounts.
Each fiduciary issues quarterly statements, reports and annual accountings, generated from a state-of-the-art trust accounting technology platform. Our trustees are supported by a five-person in-house investment staff with a solid record of accomplishment spanning many decades.
Rochester Business Journal | November 06, 2020
In this article on the possible changes the new year may bring to the federal tax system, Rochester Private Clients partner Stephanie Seiffert was quoted for her outlook on the importance of being flexible in one’s investment portfolio and taking advantage of the current tax policies.
Practice Group Leader, Private Clients
Phone: +1 617-345-1269