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Hemenway Trust Company | Hemenway Trust Company LLC

Generations of experience have taught us many things about client service. The most important lesson is that each client is unique. Expect us to listen well, understand your situation, and custom tailor an approach that fits your goals.". Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee. Winter 2018 Investment Report. March 16, 2018. June 19, 2017. Beating Expectations, June 2017 Investment Report. November 3, 2016. Building a Better Bond Portfolio. August 22, 2016.

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Generations of experience have taught us many things about client service. The most important lesson is that each client is unique. Expect us to listen well, understand your situation, and custom tailor an approach that fits your goals.. Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee. Winter 2018 Investment Report. March 16, 2018. June 19, 2017. Beating Expectations, June 2017 Investment Report. November 3, 2016. Building a Better Bond Portfolio. August 22, 2016.
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Hemenway Trust Company | Hemenway Trust Company LLC | hemtrust.com Reviews

https://hemtrust.com

Generations of experience have taught us many things about client service. The most important lesson is that each client is unique. Expect us to listen well, understand your situation, and custom tailor an approach that fits your goals.". Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee. Winter 2018 Investment Report. March 16, 2018. June 19, 2017. Beating Expectations, June 2017 Investment Report. November 3, 2016. Building a Better Bond Portfolio. August 22, 2016.

INTERNAL PAGES

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1

Empowered by active investing | Hemenway Trust Company LLC

http://www.hemtrust.com/news_resources/empowered-by-active-investing

Empowered by active investing: Thriving in a high-stakes market environment. Debating the merits of passive versus active investing is as old as the first passive fund; what has changed is the prevalence of market dynamics that bring out the best of each approach. In the current market, quantitative easing and low rates have created a climate in which index funds can thrive. As the Federal Reserve throttles back on easing, however, those passive funds will be at the mercy of the market.

2

First Quarter 2015 Investment Report | Hemenway Trust Company LLC

http://www.hemtrust.com/news_resources/first-quarter-2015-investment-report

First Quarter 2015 Investment Report. Michael O’Leary, Michael Puzo. Spring has finally come to the Northeast! Our long winter now seems in the distant past and the warmer weather has brightened our spirits. We’ve also seen investment markets settle down after a choppy first quarter. In the First Quarter 2015 Investment Report Michael O'Leary and Michael Puzo review the past three months, the impact of a strong U.S. dollar, M&A activity, and more. Read the full report. Michael J. Puzo.

3

Site Map | Hemenway Trust Company LLC

http://www.hemtrust.com/site_map

Tax and Estate Planning. Trust and Fiduciary Services. 2016 Hemenway Trust Company LLC.

4

Hemenway Trust Company Announces New Leadership for Investment Committee | Hemenway Trust Company LLC

http://www.hemtrust.com/news_resources/hemenway-trust-company-announces-new-leadership-for-investment-committee

Hemenway Trust Company Announces New Leadership for Investment Committee. Hemenway Trust Company LLC (HTC), a New Hampshire-based private trust and wealth advisory firm affiliated with Hemenway and Barnes LLP, announced today that Michael Puzo will assume the role of Chairman of the Investment Committee. Mr Puzo takes over for Michael Elefante, who will retire with more than 40 years of service. Mr. Elefante will continue to serve as Managing Director at HTC. Stephen W. Kidder. Michael J. Puzo.

5

Overview | Hemenway Trust Company LLC

http://www.hemtrust.com/about/overview

Why Hemenway Trust Company? Hemenway Trust Company has deep roots in New England. We were founded by Hemenway and Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for more than 150 years. Hemenway Trust Company was established to serve our clients as a corporate trustee and offer the advantages of New Hampshire's favorable trust laws. Tax and estate planning. 2016 Hemenway Trust Company LLC.

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nhtrustcouncil.com nhtrustcouncil.com

New Hampshire Bar News Discusses Trust Court – New Hampshire Trust Council

http://www.nhtrustcouncil.com/2014/04/23/new-hampshire-bar-news-discusses-trust-court

Advancing New Hampshire's Trust Services Sector. New Hampshire Bar News Discusses Trust Court. New Hampshire Bar News Discusses Trust Court. In the April 16, 2014, issue of the. New Hampshire Bar News. For Mr. Wise’s article, see “ What Cases Belong on Trust Docket? New Hampshire Bar News. April 16, 2014, p. 38. For more information on the trust court, see “ New Hampshire Establishes Dedicated Trust Court. 8221; and “ Judges Cassavechia and King Discuss the Trust Court. By Todd D. Mayo. April 23, 2014.

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Legislation – New Hampshire Trust Council

http://www.nhtrustcouncil.com/publications/legislation

Advancing New Hampshire's Trust Services Sector. Todd D. Mayo. This act eliminates the board of trust company incorporation, thereby empowering the bank commissioner to determine whether to approve a trust company’s formation. This act is effective July 4, 2013. Text of HB 560. By Todd D. Mayo. June 4, 2013. This act repeals the interest and dividends tax on nongrantor trusts. The repeal applies to taxable years ending on or after December 31, 2013. Text of SB 326. By Todd D. Mayo. June 27, 2012. New Ham...

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Membership – New Hampshire Trust Council

http://www.nhtrustcouncil.com/membership

Advancing New Hampshire's Trust Services Sector. Todd D. Mayo. For information on joining the Trust Council, please contact Todd D. Mayo, who is the president of the Trust Council and a principal of Perspecta Trust. Mr Mayo’s contact information is:. Todd D. Mayo. New Hampshire Trust Council. One Liberty Lane East. Hampton, NH 03842. The New Hampshire Trust Advantage: Why the Granite State Rocks When it Comes to Administering Trusts. New Hampshire Modernizes Its Trust Company and Family Trust Company Laws.

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Overview | Hemenway & Barnes

http://www.hembar.com/our-clients/overview

Knowing our clients is one of the best ways to know us. For over 150 years, Hemenway and Barnes has advised generations of prominent families, individuals, non-profit organizations and businesses throughout New England and beyond. We are privileged to serve our clients and are proud of the work we've accomplished together. Please explore the headings on the left to view our representative clients. 2016 Hemenway and Barnes. Communications Policy for Hemenway and Barnes.

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The Wall Street Journal Article “Ohio High Court Strikes Down Cleveland’s ‘Jock Tax’” Features Steve Kidder, Partner, Hemenway & Barnes | Hemenway & Barnes

http://www.hembar.com/news_resources/the-wall-street-journal-article-ohio-high-court-strikes-down-clevelands-jock-tax-features-steve-kidder-partner-hemenway-barnes

The Wall Street Journal Article Ohio High Court Strikes Down Cleveland’s ‘Jock Tax’ Features Steve Kidder, Partner, Hemenway and Barnes. The Wall Street Journal. The Wall Street Journal article, “Ohio High Court Strikes Down Cleveland’s ‘Jock Tax’” features Stephen Kidder, Partner, Hemenway and Barnes. To read the full story, click here. Stephen W. Kidder. Estate and Tax Planning. Litigation and Dispute Resolution. State and Local Taxation. 2016 Hemenway and Barnes.

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Site Map | Hemenway & Barnes

http://www.hembar.com/site_map

Bushrod H. Campbell and Adah F. Hall Charity Fund. Estate and Tax Planning. Estate and Trust Administration. Florence Evans Bushee Foundation, Inc. Mary W.B. Curtis Trust. Acquisitions and Succession Planning. Compensation and Equity Participation. Government Relations and Regulatory Compliance. Intellectual Property, Technology and Licensing. Partnerships, Joint Ventures and Strategic Alliances. Estate Planning, Probate and Trust. Litigation and Dispute Resolution. Land Use and Real Estate.

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Disclaimer | Hemenway & Barnes

http://www.hembar.com/disclaimer

The materials on this website are provided for informational purposes only and are not legal advice. Information on this website should not be used or acted upon without first obtaining professional counsel from an attorney authorized to practice in his or her jurisdiction. 2016 Hemenway and Barnes. Communications Policy for Hemenway and Barnes.

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Overview | Hemenway & Barnes

http://www.hembar.com/client_services/overview

Estate and Trust Administration. Estate and Tax Planning. Wealth Education for the Next Generation. For generations, clients have turned to Hemenway and Barnes as trusted financial stewards and personal advisors. The respect and loyalty of our clients confirms the value of our integrated, 360-degree perspective as trustees, advisors and attorneys. Estate and Trust Administration. Estate and Tax Planning. It's a matter of trust and having the right, personal touch. Hemenway and Barnes Brochure. Our websit...

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The New York Times Article “Cleveland Jock Tax on Out-Of-Town Athletes Unconstitutional” Features Stephen Kidder, Partner, Hemenway & Barnes | Hemenway & Barnes

http://www.hembar.com/news_resources/the-new-york-times-article-cleveland-jock-tax-on-out-of-town-athletes-unconstitutional-features-stephen-kidder-partner-hemenway-barnes

The New York Times Article Cleveland Jock Tax on Out-Of-Town Athletes Unconstitutional Features Stephen Kidder, Partner, Hemenway and Barnes. The New York Times. The New York Times article “Cleveland Jock Tax on Out-Of-Town Athletes Unconstitutional” features Stephen Kidder, Partner, Hemenway and Barnes. The way Cleveland taxes professional athletes who work for short periods of time in the city is unconstitutional because it violates athletes' due process rights, the Ohio Supreme Court said Thursday.

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Hemenway Trust Company | Hemenway Trust Company LLC

Generations of experience have taught us many things about client service. The most important lesson is that each client is unique. Expect us to listen well, understand your situation, and custom tailor an approach that fits your goals.". Michael Puzo, Managing Director, Treasurer and Chair of the Investment Committee. Winter 2018 Investment Report. March 16, 2018. June 19, 2017. Beating Expectations, June 2017 Investment Report. November 3, 2016. Building a Better Bond Portfolio. August 22, 2016.

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