Sarah Waelchli

Sarah M. Waelchli

Senior Vice President

  • 603-913-8022
  • 25 Pelham Road
  • Salem, NH 03079

Sarah M. Waelchli

Senior Vice President

  • 603-913-8022
  • 25 Pelham Road
  • Salem, NH 03079

Sarah M. Waelchli is a Senior Vice President at Hemenway Trust Company. She works with families and individuals to develop and implement wealth management plans that are uniquely tailored to their personal and financial goals. Working with different generational levels of families, Sarah helps to develop and implement strategies for all stages in life.

As an attorney admitted to practice law in New Hampshire and Massachusetts, Sarah is an experienced estate planner. She advises clients on sophisticated wealth transfer strategies, multi-generational estate planning designs, and charitable giving techniques.

Sarah also serves as Counsel at Hemenway & Barnes where she counsels clients on estate and tax planning and trust administration.

Activities and Publications

  • Co-chair, CLE Committee of the Trusts & Estates Section, Boston Bar Association
  • Member, Annual Meeting Steering Committee, Boston Bar Association
  • Former Co-chair, Tax Law Updates Committee, Trusts & Estates Section, Boston Bar Association (2016 – 2018)
  • Contributing author, Practical Guide to Estate Planning, published by CCH, Inc. (2014 – present)
  • “Legal Planning for Your College-Bound Child: How to Build More Peace of Mind” (2010, revised 2014)
  • Co-chair, Boston Bar Foundation presentation “5&5 Powers, Crummey Powers, and Other Concepts No One Really Understands” (May 2010)
  • “Leveraging Interest-Free Loans: Plan Now to Help Donors Save When the New Tax on Investment Income Takes Effect” (2010)
  • Member, Trusts and Estates Consortium

Community Involvement

  • Co-chair, Families with Children Neighborhood, Temple Emanu-el (Marblehead)
  • Special Events Co-chair, Hadley School Parent Teacher Association

Sarah Waelchli’s Thoughts on Working with Multi-Generational Clients

“I value working closely with clients to get a better understanding of their priorities now and as their needs change over time. I take great satisfaction in delivering sophisticated wealth management plans that both meet my client’s financial goals and reflect their personal values and intentions.”

Sarah Waelchli
www.hemtrust.com

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