The Sustainability Group: sustainable investing plus personalized fiduciary services

Given the choice, wouldn’t you rather invest your money in a way that could make a positive difference in the lives of people and the sustainability of our planet? The Sustainability Group offers wealthy individuals and families the opportunity to do just that.

The Sustainability Group provides a wide range of highly personalized fiduciary services for our clients, going far beyond sustainable investing. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.

Our Wealth Management Services Include:

Fiduciary Services, including serving as Trustee, Executor or Guardian
Comprehensive Portfolio Construction and Management
Goal Setting and Multi-Generational Strategies
Philanthropic Advice and Management
Tax and Estate Planning Consultation (including working with outside counsel)
Estate Settlement including Estate Tax Preparation
Budget/Spending Analysis
Bill Paying Services

Please contact us for more information.

http://www.sustainabilitygroup.com
info@sustainabilitygroup.com

The Sustainability Group
230 Congress Street
Boston MA 02110
617 523 6531