The directors of Rice, Heard & Bigelow (“RHB”) are pleased to announce that Adam C. Rutledge has been named a shareholder and director of the firm. Adam holds the Chartered Financial Analyst designation and has worked in the Investment Group of RHB and its associated registered investment advisory practice, Minot DeBlois Advisors, since 2010.
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Key Takeaways:
- The directors of Rice, Heard & Bigelow (“RHB”) are pleased to announce that Adam C. Rutledge has been named a shareholder and director of the firm.
- Rice, Heard & Bigelow is a partnership of private trustees that traces its history to 1782, when it was founded by the financier and historian George Richards Minot.
- This tradition of fiduciary duty, prudent investment management, and relationships built on trust and discretion has served generations of families in Massachusetts and beyond for more than 200 years.
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Rice, Heard & Bigelow is a privately-owned firm of professional trustees serving individuals, families and charities. The organization of the firm is unique, in that the principals are named as individual trustees, rather than the company being named as corporate trustee. We believe our structure furthers the primary goal of discreet, personal service through long-standing trustee relationships. Many of the families we advise have been with us for generations. In addition to managing and administering funded trusts, the firm also prepares income tax returns for trusts, estates, charities, and individuals. Other services include wealth, tax, estate, and philanthropic planning.
It is our mission to be a safe harbor for those looking for independent advice, honesty, responsiveness and trust, all of which we trace back to the firm’s inception more than 200 years ago.
Contacts:
Karen Pacheco
617-227-1782
info@riceheard.com
Source: Rice, Heard & Bigelow, Inc.
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