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 to help clients reach their financial goals. To learn more about these case studies, contact a Trusted Advisor.


children playing basketball at sunset

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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