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Nichols & Pratt, LLP

Overview:

The Firm

The Partners of Nichols & Pratt are one of only a handful of independent private trustee partnerships (a 200 year-old tradition unique to this city), blending personal service, counsel and sustainable investment results for our clients. A Brief History of N&P. We act as trustees of family trusts and foundations with no large institutional overhead or bureaucracy.
Investing

We are consistent, experienced, long-term investors. We employ a single investment philosophy throughout the firm, favoring equities, establishing positions over time, and exercising portfolio discipline to avoid trying to “time the market.” Our Partners personally review portfolios and investments regularly.
Credentials

Four of our Partners have obtained the Chartered Financial Analyst (CFA) designation, a highly-regarded investment certification. Five Partners are lawyers by training. Each of our Partners has over twenty years of trust experience.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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