Rice, Heard & Bigelow, Inc.

- 1 Federal St, Boston, MA 02110

For families and individuals in Massachusetts, securing a legacy and ensuring a stable financial future for generations to come is a deeply personal and often complex task. Navigating the world of trusts, estates, and tax matters requires more than just legal knowledge; it demands a deep-seated understanding of fiduciary responsibility and a relationship built on trust. In the bustling financial heart of Boston, Rice, Heard & Bigelow, Inc. stands as a distinguished firm of private trustees, offering specialized estate planning and financial services that have served families for centuries. Their unique approach combines the traditional values of a trusted advisor with modern asset management strategies, providing a comprehensive solution for wealth preservation and administration.

Tracing its roots back to 1782, Rice, Heard & Bigelow, Inc. has a storied history of managing private trusts and philanthropic legacies. This long-standing tradition of fiduciary duty and prudent investment management has established the firm as a cornerstone of Boston’s financial and legal community. For three generations, as noted by a client review, the firm has been a steadfast partner for families, earning their "utmost faith" to always act in their best financial interest. Their team of "very smart and personable individuals" offers more than just legal documents; they provide continuous, generational guidance that adapts to the evolving needs of families, ensuring that assets are managed and distributed according to their wishes with discretion and expertise.

The office of Rice, Heard & Bigelow, Inc. is conveniently situated at 1 Federal Street, Boston, MA 02110, USA. Located in one of the city's most prominent financial buildings, the firm is easily accessible for clients from Boston and the surrounding Massachusetts communities. Its downtown location is well-served by multiple public transportation options, including the MBTA's Red, Orange, and Blue lines, as well as a variety of bus routes, making travel simple for those without a vehicle.

Understanding the importance of accessibility for all clients, the office building is equipped with modern features to ensure a comfortable visit. This includes a wheelchair-accessible entrance, a wheelchair-accessible parking lot, and a wheelchair-accessible restroom. These amenities reflect the firm's commitment to accommodating the needs of every individual. As with many professional legal and financial services, appointments are recommended to ensure that you can meet with the most appropriate professional and receive the dedicated attention required for a thorough and productive discussion about your specific estate planning needs.

Rice, Heard & Bigelow, Inc. offers a specialized suite of services that focuses on the comprehensive management and administration of trusts and estates. Their expertise goes beyond simple legal drafting to include the ongoing financial and administrative responsibilities that come with managing significant family wealth.

• Asset Management: The firm provides thoughtful and disciplined investment advisory services. They manage trust and non-trust assets with the goal of meeting clients' long-term investment objectives through a highly individualized approach. Their services include managing portfolios of high-quality stocks and fixed-income securities, with an emphasis on both capital growth and preservation.

• Fiduciary Services: As a firm of private trustees, they act as fiduciaries, a role that involves managing trusts and estates with the highest ethical and legal standards. They are responsible for making financial decisions and distributing assets as outlined in trust documents, ensuring the wishes of the creators are fulfilled across generations.

• Trust and Estate Administration: They handle all aspects of administering trusts and estates, which involves the complex process of settling a person’s financial affairs after their death. This includes gathering assets, paying debts, and distributing property to beneficiaries as specified in the will or trust documents.

• Tax Services: The firm provides a range of tax-related services, including Tax Preparation, filing of Tax Returns, and broader counsel on Tax Matters. Their expertise in Income Tax and estate taxes is a crucial part of their service, aimed at minimizing tax burdens and maximizing the value of an estate for beneficiaries.

• Philanthropic Planning: For clients interested in charitable giving, the firm assists with Philanthropic Planning. This includes establishing and administering charitable trusts, foundations, and other non-profit organizations to help clients leave a lasting charitable legacy.

Rice, Heard & Bigelow, Inc. sets itself apart in the Boston area through several key features that highlight its long-standing commitment to its clients and the community.

• Generational Trust and Experience: With a history dating back over two centuries, the firm has built a rare level of trust, as evidenced by a client review mentioning they have managed family assets and trusts for three generations. This long-term relationship highlights their reliability and consistent performance.

• Private Trustee Model: Unlike many law firms, their business model as private trustees means their focus is on the long-term, continuous management of assets and trusts, not just one-off legal transactions. This provides a stable and consistent partnership for families. The firm is owned by its directors, who are also actively involved in serving as trustees on client accounts, creating a direct and personal connection.

• Holistic Financial and Legal Services: They integrate legal expertise with comprehensive financial and tax services. This means clients don't have to seek out separate professionals for asset management, tax preparation, and estate administration; they can rely on one cohesive team.

• Community Engagement: The directors and shareholders of the firm are often involved in various community organizations and philanthropic initiatives, serving on boards and committees. This demonstrates their commitment to the greater Boston area beyond their professional services.

• Accessibility: The firm's modern office in a central Boston location is equipped with wheelchair-accessible entrances, parking, and restrooms, ensuring that all clients can easily and comfortably access their services.

For those in Massachusetts seeking expert guidance in estate planning, trusts, and financial management, you can contact Rice, Heard & Bigelow, Inc. using the following information:

Address: 1 Federal Street, Boston, MA 02110, USA

Phone: (617) 227-1782

Choosing a firm to manage your family's legacy is one of the most important decisions you can make, and Rice, Heard & Bigelow, Inc. offers a unique and compelling value proposition. What makes them particularly worth choosing is their blend of historical legacy and modern expertise. The fact that the firm has successfully managed the wealth of families for generations speaks volumes about their integrity, competence, and ability to build lasting relationships. In a world of fleeting business ventures, a company with over 200 years of continuous service provides a rare sense of security and reliability. The client who praised them for being a "wonderful group of very smart and personable individuals" who have the "utmost faith" in the firm underscores this human-centered approach.

Furthermore, their model as private trustees means they are not simply transactional lawyers. They are long-term partners who are deeply invested in the financial well-being of their clients. They provide comprehensive services that encompass not only legal administration but also asset management, tax preparation, and philanthropic planning. This integrated approach simplifies a complex process for clients and ensures that all aspects of their financial and estate plan work together seamlessly. For anyone in Massachusetts seeking to protect and grow their assets for future generations, Rice, Heard & Bigelow, Inc. offers a combination of historical gravitas, professional expertise, and a personal touch that is truly unparalleled.

Rice, Heard & Bigelow, Inc.

1 Federal St, Boston, MA 02110, USA