The Erskine Company, LLC

Overview

The firm provides estate and trust planning, tax planning, asset protection planning, elder care, estate and trust administration, bill paying, asset-manager hiring, and fiduciary services.

History

Erskine & Erskine states that its tax and estate law practice, including probate law, dates to 1876.

Leadership

Matthew F. Erskine is the firm’s attorney and managing partner. He became managing partner in 1992.

Services

The firm’s specialized consulting includes family-office consultation, family-business succession planning, gifting art and legacy real estate, and protecting nontraditional assets.

Erskine says it consults locally and internationally and advises clients remotely, either directly or alongside their legal teams.

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves clients with complex interstate and international planning needs, family-owned businesses, fine-art and collectible collections, family farms, real-estate portfolios, and private family foundations.

Erskine reports experience with multi-million-dollar family businesses, numismatic collections, fine art, Americana collections, commercial and residential real estate, and other tangible collectibles.

Approach

Erskine describes its approach as holistic and client-focused. The firm integrates independent professionals, including accountants, money managers, and insurance agents, into a unified planning process.

Its family-business succession work begins by aligning family members, management, professional advisers, and other stakeholders around shared goals.

FAQs

Related resources

• LocationMultifamily offices in Massachusetts

  The Massachusetts multifamily office page gives context on firms serving families with complex financial, tax, and succession needs. A Worcester family or business owner can use it to compare service models and identify questions about estate planning, fiduciary work, insurance, investments, and cross-border matters.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and estate planning concepts. These materials can help a family owner prepare questions about tax planning, fiduciary responsibilities, probate, and succession before speaking with a Massachusetts law firm.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors. A business owner with private or alternative investments can use the listings to understand the types of organizations involved in wealth management and consider which outside advisers may coordinate with legal counsel.

• GuideMultifamily office fees

  The multifamily office fees page explains common ways these firms charge for planning, administration, investment, and related services. It can help a wealthy family assess which costs to ask about when comparing legal advice with broader family office support in Massachusetts.

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  Profiles of Diversified Financial Management, Ballentine Partners, and Proficio Capital Partners offer points of comparison with other firms serving affluent families and business owners. Reviewing their stated services can help readers clarify whether they need legal guidance on trusts, tax, succession, risk, or investment coordination.

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.