Your Legacy

Helping families with generational planning since 1928

North American Fiduciary Services

North American Management provides a variety of trust solutions for clients who require the services of professional trustees. We have established two limited liability companies, each named North American Fiduciary Services, LLC (NAFS). The first provides trustee services in Massachusetts and the second allows us to act as a trust advisor in other states.

Preparing the next generation

From helping you craft an estate plan to multi-generational financial education, we build a relationship with your family. This personalized approach allows us to monitor and adjust your plan for a solid legacy.

Gifting and philanthropy

Our tax and investment experts help you design a gifting plan that will reflect your values, while preserving your desired lifestyle.