Boston-Area Estate Planning for Individuals, Families, and Business Owners
Our team brings deep experience in estate and trust planning, tax strategy, and wealth transfer. Whether you’re preparing an estate plan for the first time or refining one you’ve had for years, we work alongside estate attorneys to bring clarity and coordination to the planning process.
Plan With Confidence
Trust and Estate Services Designed for You
When your wealth spans generations, your estate plan should be built to adapt and endure. It’s about protecting your family and reducing stress for those you love. We help clients navigate the complexity of estate plans, trusts, wills, and powers of attorney by ensuring their estate strategy aligns with their goals.
Our team regularly advises high and ultra-high-net-worth individuals, family enterprises, and closely held companies, providing strategic insight with precision and clarity.
Integrated Wealth and Estate Planning Services
Estate planning is more than legal documents—it’s about aligning your financial strategy with your long-term goals. We help clients ensure their wealth transitions intentionally across generations–protecting assets, supporting heirs, or funding charitable causes.
You’ve worked hard to build your wealth. By helping you fully understand all your options, we enable you to make informed, confident choices about where your money goes, today and in the future.
Comprehensive Tax Strategy and Wealth Preservation
We provide personalized estate tax planning and advice designed to support your goals and preserve your family’s wealth. By partnering with our network of specialists, our strategies work to minimize estate and gift tax exposure while protecting your assets for future generations.
Our clients rely on us for:
- Coordinating with CPAs on tax returns
- Planning for tax-exempt and charitable entities
- Integrating estate plans with life insurance strategies
Succession Planning for Business Owners
We work closely with business owners and their professional advisors to review succession strategies that address ownership, compensation, and long-term continuity. Our role is to ensure your financial and estate planning are coordinated, reducing estate tax exposure and reinforcing the legacy you’ve built. We collaborate with your estate attorney to help confirm that account structures align with legal documents and that your broader plan stays cohesive.
Who We Serve
Best Practices in Estate and Trust Planning
Every estate is different, which is why our role focuses on coordination, clarity, and oversight. We can work alongside your estate attorney and other trusted professionals to review what’s already in place and help ensure every last detail is addressed. From outdated documents to evolving family dynamics, we help identify potential gaps and support thoughtful decision-making as your priorities shift.
Clients often turn to us to:
- Review and interpret existing estate documents
- Coordinate strategies for closely held business transitions
- Educate those involved to prepare them for coming financial responsibilities
- Support fiduciaries and private clients in aligning planning with intent
Why Clients Choose New England Private Wealth Advisors
We build long-term relationships based on trust, technical insight, and reliability. Our clients know we will provide thoughtful, strategic solutions and deliver long-term value.
- Personalized, thorough attention rooted in integrity
- Deep technical knowledge of estate planning best practices
- A long-term, continuous approach to wealth planning
- Clear, efficient communication
- A collaborative relationship that empowers clients to make informed decisions
Let’s Build a Holistic Estate and Financial Plan Together
Your estate plan is more than a set of documents – it’s a key part of your overall financial picture. At New England Private Wealth Advisors, we work closely with clients to ensure that estate, investment, tax, and legacy strategies are fully aligned, coordinated, and designed to endure across generations.
Whether you’re creating your first estate plan or refining one that’s already in place, we invite you to schedule a complimentary consultation to explore how our integrated approach can support your long-term goals with clarity and confidence.
Our services are thoughtfully tailored for individuals and families with approximately $2 million or more in investable assets.
Reach out today to take the first step toward a cohesive plan that reflects your values, protects your wealth, and supports the people and causes you care about.
New England Private Wealth Advisors, LLC (“NEPWA”) is an SEC registered investment advisor. Registration of an investment adviser does not imply any specific level of skill or training.
NEPWA is neither a Certified Public Accounting firm, a law firm or an insurance agent and does not provide tax or legal advice or offer insurance products, respectively, to clients; such services are provided through select third parties unaffiliated with NEPWA. Please contact a tax, legal or insurance professional for advice in such matters. The success of any tax mitigation strategy is dependent on each client’s specific situation and results cannot be guaranteed.
Investing involves the risk of loss, including the risk of loss of the entire investment. Diversification does not ensure a profit or protect against a loss.
Let’s connect and start building your future together.
We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service.