Trust Management, Massachusetts-Based or Wherever You Need Us
As a Massachusetts wealth management firm with a strong background in trust management, we feel that we are uniquely positioned to help alleviate the stress and risk that is often associated with acting as either a personal or professional trustee. In conjunction with our custodial partners, we can provide income and expense reporting, dedicated tax preparation and investment policy statement preparation and implementation all in one spot. This allows the personal trustee to focus on simply helping their beneficiaries or allows the professional trustee to remain centered on their core business – so trust management doesn't have to become a second job. .
Endowment Management: Massachusetts and Beyond
In addition to our work with individual clients in Massachusetts, Cabot’s investment management approach has also been applied to institutional clients who need endowment management. Charities and endowments, like individual clients and families, often need diversification and a disciplined approach that accounts not only for return but also risks as well. Furthermore, Cabot works with trustees to help mitigate their fiduciary risks by creating a detailed investment policy statement that is consistent with the needs of their particular charity, trust or endowment.
We can provide ongoing Investment Policy Statement reviews and performance reporting for endowment management in Massachusetts and other locations. Our multiple asset class approach allows us to work with Trustees and Investment Committees to implement either a portion of their allocated assets or the whole endowment. In addition, we can work with these groups to help leverage our own knowledge of the high-net-worth individual to aid in the efforts to raise funds both from their own constituency and outside individuals.
Whether or not you or your business are located in Massachusetts, Cabot Money Management can help you with your trust management and endowment management needs.