FAMILY OFFICE ADVISORY SERVICES

Hemenway & Barnes has long advised firm clients regarding the creation and management of family offices. For a family of substantial means, the family office often offers an efficient route to organizing the financial, philanthropic and personal interests of a group of family members. At H&B, we offer the full range of legal, financial, investment management, estate planning, trust and tax planning services required to meet our clients' needs. Centralizing these functions in a family office often best meets the needs of individuals, as well as the group as a whole. In addition to coordinating the investment and stewardship of family assets, the family office can prove critical in defining and preserving a sense of family and of common values through shared philanthropy, communication and family education.

Deciding to open a family office is a highly personal choice. You and your advisors must consider the present and future of your family, its history and its potential. You will need to weigh a host of factors in making the decision, including: size of the asset base, family size and geographical distribution. The family office staff, lawyers and trustees at Hemenway & Barnes are ready to work with you and your family in an atmosphere of utmost confidentiality as you evaluate these issues.

Family office services at Hemenway & Barnes range from basic custody of assets, accounting and tax preparation services to more extensive investment and stewardship of family assets, trust and foundation management, estate planning and philanthropic advisory services. All are tailored to meet the particular client's needs.

NANCY B. GARDINER
DIRECT DIAL: 617-557-9767
E-Mail: ngardiner@hembar.com

NANCY GARDINER graduated from Harvard College and the University Of Virginia School Of Law. Ms. Gardiner practiced tax law from 1981 until 1993, first at Herrick & Smith and then at Hemenway & Barnes where she focused on tax and corporate work for nonprofit organizations. From 1993 until 1997 Ms. Gardiner served as Executive Director of The Brookline Foundation, a local education foundation providing financial and professional development support to the Brookline Public Schools. She returned to Hemenway & Barnes in September 1997. In addition, from 1994 to 1998 she was a lecturer at the Carroll School of Management of Boston College, where she designed and taught a course entitled, Advanced Topics in Nonprofit Management. Ms. Gardiner has written and lectured on topics related to nonprofit management and family offices.

She has served on the board of the Massachusetts Society for the Prevention of Cruelty to Children, where she was a member of the Executive Committee and Clerk. She has also served on the board of The North Bennet Street School and is currently a member of the board of directors of The Brookline Foundation, where she has chaired the strategic planning committee and the board development committee.