To build, protect and preserve your wealth for future generations, consider Eaton Vance Investment Counsel. Our Trust and Estate Planning solutions are backed by an 85-year reputation for integrity, and we believe our comprehensive, integrated approach will earn your confidence as well.  Here, at a glance, are some of the features and benefits of our trust and estate planning solutions:

Integrated wealth management
Wealth management in a vacuum is not our style. We consider and coordinate the entirety of your circumstances, integrating investment management with your family estate and philanthropic needs.

A multigenerational approach
We bring a multigenerational focus to your individual situation, offering tax-efficient wealth transfer and preservation strategies to protect and preserve your wealth, maintain your current lifestyle, and manage and sustain legacies for future generations.

Constant engagement
We are there for you and with you every step of the way—from a thorough review of your current financial situation and estate planning documents, through the implementation and monitoring of sophisticated yet practical estate and gift tax planning strategies.

High-touch service, high-tech solutions
Working together with you and your advisor, our wealth strategists will introduce cutting-edge techniques to help you minimize taxes and maximize family wealth.
Eaton Vance Trust Company
The establishment of Eaton Vance Trust Company and our ability to serve as corporate trustee further broadens our platform of high-touch wealth solutions, providing you a one-stop, full-service relationship with a trusted fiduciary and investment management provider.

Experienced Investment Counselors
Someone who’s there for you, a trusted confidante with an unrelenting commitment to serving your best interests: That’s the bond our Investment Counselors strive to forge. Long-term relationships distinguish us, and personalized attention is the cornerstone of our business.