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Case Studies

Smart Advice Client Focus

As part of a two centuries old financial services firm headquartered in Rhode Island, Washington Trust has earned its highly regarded reputation by providing smart advice that generates successful outcomes.

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The Philanthropic Parent

A high net worth client with a large, complex estate was a noted philanthropist who made considerable donations of time and money. The client wanted his adult-aged children to continue the family’s charitable legacy.

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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

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