BY THE NUMBERS

1838

Founding Year

$9.9 Billion

ASSETS UNDER MANAGEMENT

As of 12/31/25

58

Total Staff

As of 12/31/25

25+ Years

Average Experience of Investment Professionals

As of 12/31/25

Welch & Forbes operates in the tradition of a family office offering trust, tax, estate, fiduciary and customized investment management services.

Investment Management

Trust & Feduciary Services
Tax Services

Estate Planning
Estate Settlement

Financial Planning

Philanthropy

Client Service

Customized Investment
Management

Read More

Trust & Fiduciary Services

Read More

Tax Services

Read More

Estate Planning

Read More

Estate Settlement

Read More

Financial Planning

Read More

Philanthropy

Read More

Client Service

Read More
Investment Management

Trust & Feduciary Services
Tax Services

Estate Planning
Estate Settlement

Financial Planning

Philanthropy

Client Service

LATEST INSIGHTS FROM WELCH & FORBES

March 20, 2026 | Topics

The Sandwich Generation: Balancing the Financial Needs of Multiple Generations

 Read More
March 5, 2026 | Investment Review

Investment Review - March 2026

 Read More
March 5, 2026 | Economic Outlook

Economic Outlook - March 2026

 Read More

Connect with us to learn more →