Crestwood Advisors LLC
50 Federal Street
Suite 810
Boston, MA 02110

T: 617.523.8880
F: 617.523.8118
Toll free: 877-Crestwood
                      (273-7896)
info@crestwoodadvisors.com
 

 
 Our Services » Wealth Mgmt. » Our Process » Investment Mgmt. Svcs. » Investment Related Svcs.
 
Investment Related Services

Crestwood Advisors also provides clients a breadth of "Family Office" services intended to simplify many aspects of our clients' financial lives and give them more time to focus on the matters most important to them. Included among these services are: trust administration, cash management, private banking services and access to financial, tax and estate planning services.
 
Family Office Services
  • Access to Financial, Estate & Tax Planning
  • Private Banking Services
  • Succession & Philanthropic Planning
  • Bill Payment, Check Writing & ATM/Debit Card

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    Fiduciary Services
  • Corporate Trustee Services
  • Trust Reporting - Principal & Income Accounting
  • Fiduciary Tax Preparation

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    Corporate Executive Services
  • Restricted Stock Services
  • Employee Stock Option Exercises

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    Equity Risk Strategies
  • Collaring, Hedging, Pre-Paid Forwards
  • Covered Call Writing

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