American Research & Management Co.

Multigenerational Wealth Management
Trust Management
Real Estate Assets
Family Businesses
Charitable Trusts
Private Foundations

Trust Management

AR&M has been managing client trusts for more than 35 years – at higher levels of service and lower costs than bank trust departments. We are experienced in trust law, principal and income accounting, reporting, and filing timely returns for trusts with corporate or individual trustees.Our coordinated investment and trust services speed distributions and provide peace of mind.