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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.
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 is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.
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