Rice, Heard & Bigelow, Inc. is a distinguished, privately-owned firm of professional trustees serving individuals, families, and charities, with a history dating back to 1782. Specializing in trustee services and estate planning, the firm stands out for its unique organizational structure, where principals are named as individual trustees rather than the company acting as a corporate trustee, ensuring highly personalized and discreet service.
The firm emphasizes long-standing, multi-generational relationships built on trust, honesty, and responsiveness, offering a collaborative approach that integrates expertise across estate planning, asset management, and tax services. With over two centuries of experience, Rice, Heard & Bigelow provides independent advice and acts as a safe harbor for clients seeking comprehensive wealth and legacy management solutions tailored to high-net-worth individuals, families, and charitable entities.
Services Offered
- Trust Management
- Estate Planning
- Tax Services (including income tax return preparation for individuals, trusts, estates, and charities)
- Wealth Planning
- Philanthropic Planning
- Trust Administration
Operating from Boston, Massachusetts, the firm continues a tradition of fiduciary excellence and leadership, leveraging deep historical roots and a dedicated, lifelong team to serve clients with integrity and expertise.
