The 1911 Trust Company, LLC

Overview

The 1911 Trust Company is a Beverly, Massachusetts firm that provides personalized trust administration, wealth management, and family office services. It serves individuals, business owners, executives, and wealthy families through comprehensive family wealth management.¹³

History

The firm says it was founded by the Ayer Family and has privately managed the wealth of four generations of Frederick Ayer’s descendants.²

Leadership

The firm identifies Kevin Kavanaugh as President & CEO, Lisa Garlin as Chief Financial Officer, Charity Piao as Tax Director, and Alex Raffol as Chief Investment Officer. Its team also includes Matt Warlick, Managing Director, Relationship Management & Senior Trust Officer, and Colleen Abcunas, Senior Trusts & Estates Counsel.⁹¹⁰

Services

The firm’s wealth management process brings investment, estate, retirement, tax, and family legacy planning together in one coordinated plan. Investment management includes customized asset allocation, in-house selection of investment managers and vehicles, investment committee oversight, portfolio monitoring, and tax-efficiency reviews.⁴⁵

Family office services cover daily financial coordination, tax matters, multigenerational goal alignment, family education, and support during events such as business sales or wealth transfers.⁶

As an independent trust administrator, the firm provides fiduciary trustee services that include asset custody, record keeping, statement preparation, tax filing, income collection, distributions, and bill payment. Estate services may include serving as executor, coordinating family and professional advisers, overseeing asset valuation and distribution, and preparing tax filings.⁷⁸

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Business owner services
• Retirement planning

Client Focus

The 1911 Trust Company works with individuals, business owners, executives, and wealthy families seeking coordinated support across investment management, trusts, estates, taxes, retirement, and family legacy planning.³⁴

Approach

The firm describes its approach as collaborative and relationship-based, with strategies tailored to each family’s goals and lifestyle. It states that it follows a fiduciary standard of care and acts in clients’ best interests when serving as trustee.¹¹¹²

FAQs

Related resources

• LocationMultifamily offices in Massachusetts

  The Multifamily offices in MA page helps Massachusetts families and business owners compare firms serving similar wealth needs. It provides context for assessing services such as investment management, tax planning, trusts, estate planning, family governance, and administration when considering a firm like 1911 Trust Company.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and estate planning decisions. A business owner or wealthy family can use these materials to prepare questions about trust and fiduciary services, multigenerational transfers, tax planning, and coordination with other professional advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can learn about family governance, education, administration, investment oversight, and succession topics that may matter when reviewing services for a household with complex assets or business interests.

• GuideHow multifamily offices invest

  The How multifamily offices invest page explains common approaches to portfolio construction, manager selection, risk, and long term allocation. It can help executives, business owners, and families frame discussions about investment management, retirement planning, liquidity needs, and how investment decisions fit with tax and estate objectives.

• Similar firmsDiversified Financial Management
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  Profiles for Diversified Financial Management, Daintree Advisors LLC, and Proficio Capital Partners give readers nearby comparison points on this site. Reviewing their listed services and client focus can help a family or business owner identify questions about investment management, planning, fiduciary work, administration, and family office support.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.