Business Details
50+ Years
experience
Your Trusted Partner for Trust and Wealth Management Solutions
Founded in 1911, our firm has served four generations of affluent families, delivering personalized trust administration and wealth management solutions. Our expertise in multi-generational family office services stems from over a century of managing the Ayer family's legacy, which informs our approach to preserving client wealth. We combine institutional knowledge with tailored strategies to address complex financial needs, focusing on fiduciary responsibility and long-term legacy planning. Our team of certified professionals brings decades of collective experience in tax, investment management, and estate planning. We maintain a client-centric philosophy, prioritizing transparent communication and customized solutions that align with individual family values.Our independence as a trust administrator ensures objective decision-making aligned with beneficiaries' best interests. Through continuous portfolio oversight and proactive market analysis, we optimize wealth preservation across generations. Our comprehensive services integrate investment strategy, tax compliance, and intergenerational wealth transfer planning. With deep roots in Beverly, Massachusetts, we serve clients nationwide through a combination of local expertise and national resources. Our commitment to excellence is demonstrated through adherence to the highest fiduciary standards and ongoing professional development.
Services
Trust Administration
Wealth Management
Estate Planning
Investment Management
Family Office Services
Tax Compliance
Legacy Preservation
Fiduciary Services
Portfolio Oversight
Intergenerational Planning
Details
- Year established: 1911
Highlights and features
- We offer over 100 years of experience in multi-generational wealth management
- Our team includes certified professionals with specialized expertise in trust administration
- We maintain a fiduciary standard of care in all client relationships
- We provide customized solutions tailored to each family's unique needs
- Our independence ensures objective decision-making aligned with client interests
Services
Trust Administration
Our trust administration services provide comprehensive management of family trusts with strict adherence to fiduciary standards. We handle asset custody, tax filings, distribution management, and investment oversight while maintaining transparent reporting. Our experienced team ensures compliance with trust provisions and applicable regulations while prioritizing beneficiaries' interests.
Wealth Management
We develop customized wealth management strategies integrating investment, tax, and estate planning considerations. Our collaborative approach combines market expertise with personalized service to preserve and grow family wealth. We provide ongoing portfolio monitoring and strategic adjustments to maintain alignment with evolving client objectives and market conditions.
Estate Planning
Our estate planning services focus on creating actionable plans that ensure wealth transfer according to client intentions. We coordinate with legal and tax professionals to implement strategies that minimize tax liabilities while preserving family values. Our approach emphasizes long-term sustainability and intergenerational wealth preservation.
Investment Management
We offer personalized investment management with disciplined portfolio oversight. Our in-house team develops customized asset allocations and selects appropriate investment vehicles based on client objectives. We maintain rigorous monitoring and transparent reporting while applying ethical investment principles to optimize long-term growth and tax efficiency.
Family Office Services
Our exclusive family office services streamline complex financial management through personalized support. We coordinate daily financial operations, tax matters, and intergenerational planning while maintaining strict confidentiality. Our comprehensive approach addresses all aspects of family wealth to ensure continuity and responsible stewardship across generations.
People
Kevin L. Kavanaugh
President & CEO
Kevin L. Kavanaugh leads the firm with over 25 years of trust and wealth management experience. He oversees strategic direction while maintaining active client relationships. His leadership emphasizes fiduciary responsibility and long-term client success.
James G. Angelakis
Chief Financial Officer
James G. Angelakis manages financial operations with extensive experience in corporate finance and trust accounting. He ensures financial integrity while supporting client service initiatives. His expertise contributes to the firm's operational excellence.
Charity Piao
Tax Director
Charity Piao, CPA and Certified Trust and Fiduciary Advisor, specializes in complex tax planning for affluent families. She provides strategic tax compliance solutions while supporting wealth preservation efforts. Her technical expertise enhances client tax efficiency.
Matt Warlick
Senior Wealth Strategist
Matt Warlick, CFA and CFP, develops comprehensive wealth strategies with 15+ years of experience. He combines investment expertise with estate planning knowledge to create holistic solutions. His approach emphasizes long-term wealth sustainability.
Alex Raffol
Chief Investment Officer
Alex Raffol, CFA and CFP, leads investment strategy with deep market expertise. He oversees portfolio management and investment research while maintaining client-focused approaches. His leadership ensures disciplined investment oversight.
Questions
What services does The 1911 Trust Company offer?
We provide trust administration, wealth management, estate planning, investment management, and family office services tailored to affluent families' needs.
How is The 1911 Trust Company different from other firms?
Our century-long heritage managing multi-generational wealth combines with independent fiduciary oversight and personalized service to create unique client value.
What experience does your team have?
Our professionals hold advanced certifications including CFA, CFP, and CPA, with collective experience spanning decades in trust and wealth management.
How do you approach investment management?
We create customized asset allocations using in-house research, maintain disciplined portfolio oversight, and prioritize tax-efficient growth aligned with client objectives.
