Nancy Gardiner is a Managing Director and Secretary of Hemenway Trust Company. Also a member of HTC’s Trust Committee, Nancy brings deep investment management and fiduciary experience to HTC’s clientele. Serving as a trustee, Nancy advises on all aspects of trust and portfolio management for individuals, families, nonprofits and foundations. She also works with families on the transition of wealth from one generation to the next, with a particular focus on personal as well as legal, financial, and philanthropic objectives.
Nancy’s clients include families and individuals throughout New England. She advises clients on developing and implementing tax-efficient, wealth-transfer strategies for a variety of complex assets, including planning for family lands, the dynamics of passing on family businesses, and the sentimental connection to special collections and art. Nancy serves as a trustee of numerous charitable trusts and foundations, including Jane’s Trust, a leading charitable trust in New England, and Polly Thayer Starr Charitable Trust.
In addition to her role at HTC, Nancy is a Partner at Hemenway & Barnes LLP and Director of the Family Office and Philanthropy Services group. She works with families on governance, succession and all facets of family office creation, operation and management. She also advises individuals and families on the full spectrum of charitable giving, including the creation of charitable vehicles such as private foundations, donor advised funds (DAFs), advising families and individuals regarding areas of interest and the structuring of individual gifts.
Nancy presents and writes on nonprofit management and charitable giving topics. She has spoken on all facets of philanthropy, including how it is an integral part of a family’s legacy, to groups including the Family Office Exchange, Planned Giving Group of New England (PGGNE), and the Association of Fundraising Professionals.
“Most of my clients are individuals and families. For many, I am ‘first call’ for questions – no issue is too big or too small. I work with clients on the whole picture. This includes how to talk to children about family wealth, or how to transition wealth from one generation to the next while achieving important philanthropic goals. I also work with nonprofit organizations, a natural fit given my personal commitment to volunteer work. Issues include governance, and structuring gifts in a tax sensitive way that respects the wishes of all the parties involved. Listening is important to me. I am satisfied only when I hear my clients tell me that I’ve exceeded their expectations.”