"Experience has taught us many lessons about how best to meet a wide variety of client needs. To that end, we aim to build enduring relationships rooted in high quality, practical and distinctly personal service."

Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee

“You can expect us to listen well, understand your situation personally, and custom tailor an approach that fits your goals and meets your needs.”

Arthur Page, Managing Director & Nancy Gardiner, Managing Director and Secretary

"Backed by years of experience in estate planning, corporate, real estate, nonprofit and tax law, you can be confident that our account managers have the expertise to manage your complex trust issues."

Nancy Dempze, Managing Director & Kurt Somerville, Managing Director