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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. To learn more about these case studies, contact a Trusted Advisor.


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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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