NICHOLS & PRATT

The Partners of Nichols & Pratt are one of only a handful of independent private trustee partnerships (a 200 year-old tradition unique to this city), blending personal service, counsel and sustainable investment results for our clients. We act as trustees of family trusts and foundations with no large institutional overhead or bureaucracy... We are consistent, experienced, long-term investors. We employ a single investment philosophy throughout the firm, favoring equities, establishing positions over time, and exercising portfolio discipline to avoid trying to "time the market." Our Partners personally review portfolios and investments regularly... Three of our Partners have obtained the Chartered Financial Analyst (CFA) designation, a highly-regarded investment certification. Three Partners are lawyers by training. Our Partners have over 170 years of combined trust experience.

Also known as: Nichols & Pratt, LLP

Primary location: Boston United States