About North American Management Team
The North American Management Team takes a proactive role in helping our clients navigate their financial world. We’ve been there for our clients providing a personal touch for generations and have the in-house resources to handle a wide variety of complex financial needs, including endowments, foundations, non-profits, trusts, and more. As fiduciaries, we are required to act in your best interests, and we make your financial well-being our main priority.
Advisory Team
Fraser McLean
Senior Vice President, Financial Advisor & Portfolio Manager
CFA®, CFP® & CEPA®
Boston, MA
Client Service Team
Resources from our team
Blog
Acting as an estate executor is a great responsibility. This guide of 10 common steps will help ease your burden.