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Nichols
& Pratt, LLP 
About
Our Purpose
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NICHOLS &
PRATT, LLP
TRUSTEES AND FIDUCIARIES
OUR
PURPOSE
To care for families and their
finances
by providing high-level investment, fiduciary,
and estate planning services to
clients seeking
privacy and superior personal service.
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Nichols
& Pratt, LLP
About Investment
Philosophy
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In general, clients will
find that we emphasize low turnover and high
quality when implementing the following investment philosophy for
their assets:
EQUITIES
Equities are used as our primary vehicle for
achieving long-term growth of capital and income. Generally, the
companies which are on our list are leaders in their industry and
have strong finances, superior management and good prospects for
long-term earnings and dividend growth.
FIXED INCOME
Bonds are used to generate income and to
provide safety rather than to generate trading profits.
Accordingly, bonds are primarily selected from United States
Treasury and tax exempt state and municipal obligations with high
credit ratings and are normally "laddered" and held to
maturity.
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Nichols
& Pratt, LLP
About Contact
Information
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Nichols & Pratt, LLP
50 Congress
Street
Boston, MA 02109
(617) 523-6800
(617) 523-8949 (fax)
Directions
Partners
Professionals
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Nichols
& Pratt, LLP
About
Directions
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Nichols & Pratt, LLP
50 Congress
Street
Boston, MA 02109
(617) 523-6800
(617)
523-8949 (fax)
BY PUBLIC TRANSPORTATION
("T")
Blue or Orange
Lines to State Street Station.
Blue or Orange Lines to State Street Station. The State Street
station is the closest T station to N&P. Inside the station
(if arriving by Orange Line), follow signs to Blue Line upstairs,
and then signs to Exit to Street. The station exits from within
the historic Old State House, at the intersection of Devonshire
and State Streets. From the station, head down State Street 100
yards and cross Congress Street, then take right onto Congress
Street to the next small block which houses the 50 Congress Street
building. We are on the eighth floor.
Green Line to Government Center
Station.
The station entrance faces out onto Government Center.
Make a buttonhook right turn when leaving the station house, and
head to Court Street and then down (to the left around Starbucks
and the Kettle) to the Old State House. Head down State Street
100 yards and cross Congress Street, then take right onto Congress
Street to the next small block which houses the 50 Congress Street
building. We are on the eighth floor.
BY TRAIN
From
South Station , take Red Line to Downtown Crossing,
and then Orange Line to State Street station. Inside the station,
follow signs to Blue Line upstairs, and then signs to Exit to
Street. The station exits from within the historic Old State House,
at the intersection of Devonshire and State Streets. From the
station, head down State Street 100 yards and cross Congress Street,
then take right onto Congress Street to the next small block which
houses the 50 Congress Street building. We are on the eighth floor.
From
North Station , take Orange Line to State Street
station. Inside the station, follow signs to Blue Line upstairs,
and then signs to Exit to Street. The station exits from within
the historic Old State House, at the intersection of Devonshire
and State Streets. From the station, head down State Street 100
yards and cross Congress Street, then take right onto Congress
Street to the next small block which houses the 50 Congress Street
building. We are on the eighth floor.
BY CAR
From
Points North (Heading South on I-93 and Route 1).
Exit at Dock Square/Callahan Tunnel. At bottom of ramp, continue
straight, following street under Expressway. Take second right
onto State Street, and then second left onto Broad Street. Proceed
100 yards down the street. On the right is the underground parking
garage for the 75 State Street building. From 75 State Street
building lobby, exit onto State Street, take left (heading up
State Street towards Old State House) and cross Kilby Street,
then left onto Congress Street to the next small block which houses
the 50 Congress Street building. We are on the eighth floor.
From
Logan Airport via Sumner Tunnel. Upon leaving
tunnel in Boston, stay right (do not take ramp up to Southeast
Expressway and I-93 North). Turn left under Expressway and then
take first left, following street under Expressway. Stay in right
lane, follow through intersection, and take second right onto
State Street and then second left onto Broad Street. Proceed 100
yards down the street. On the right is the underground parking
garage for the 75 State Street building. From 75 State Street
building lobby, exit onto State Street, take left (heading up
State Street towards Old State House) and cross Kilby Street,
then left onto Congress Street to the next small block which houses
the 50 Congress Street building. We are on the eighth floor.
From
Points South and West (I-95 and Mass Pike). Follow
to Southeast Expressway, go through tunnel by South Station and
exit up onto Atlantic Avenue. Follow signs to State Street, and
take left onto State Street (going back under Expressway). Take
second left onto Broad Street. Proceed 100 yards down the street.
On the right is the underground parking garage for the 75 State
Street building. From 75 State Street building lobby, exit onto
State Street, take left (heading up State Street towards Old State
House) and cross Kilby Street, then left onto Congress Street
to the next small block which houses the 50 Congress Street building.
We are on the eighth floor.
From
Storrow Drive. Follow Storrow Drive to end (by
Longfellow Park housing development), and take up ramp to I-93.
Bear right and take I-93 South to exit at Dock Square/Callahan
Tunnel. At bottom of ramp, continue straight, following street
under Expressway. Take second right onto State Street, and then
second left onto Broad Street. Proceed 100 yards down the street.
On the right is the underground parking garage for the 75 State
Street building. From 75 State Street building lobby, exit onto
State Street, take left (heading up State Street towards Old State
House) and cross Kilby Street, then left onto Congress Street
to the next small block which houses the 50 Congress Street building.
We are on the eighth floor.
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Nichols
& Pratt, LLP Fiduciary
Services
Trusts
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Founded in 1977, Nichols &
Pratt, LLP is managed by its partners who act as trustees for
individuals and families. As trustees, we assume responsibility for the
investment and custody of trust assets, record keeping for tax and
probate purposes, and the exercise of discretion as to payments of
income or principal.
Each client is unique. Because
the individual partners of the firm act as trustees, it is
possible for us to establish a personal connection with each family that
enables us to personalize every decision we make. Generally,
relationships are created to last for generations.
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Nichols
& Pratt, LLP Fiduciary
Services
Estates
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Partners of Nichols & Pratt, LLP also
serve as executors of estates. We are able to complete all aspects
of estate administration internally.
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Nichols
& Pratt, LLP Fiduciary
Services Private
Foundations
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Where clients are interested in a private foundation,
Nichols & Pratt, LLP can provide a full line of services.
Our capabilities include not only managing the foundation's
assets, but also, through our own foundation office,
developing and implementing strategies to realize the client's
charitable wishes.
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Nichols
& Pratt, LLP Fiduciary
Services Estate
Planning
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Where we are involved with multiple
generations of a family, we take an active role in planning for
the transfer of assets from the older generation to succeeding
generations in an effort to minimize transfer taxes and to
maximize the well-being of the family as a whole. In conjunction
with Pratt, Bator & Popov, LLP (an affiliated law firm), we
are able to handle all aspects of estate planning.
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Nichols
& Pratt, LLP
Services Advisory
Services
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The partners of Nichols & Pratt, LLP
through their registered investment advisory affiliate, Nichols
& Pratt Advisers, LLP, offer investment advice as well as
complete support services to individuals, to family trustees and
to trust departments.
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Nichols
& Pratt, LLP
Partners James R.
Nichols
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James R.
Nichols
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Nichols
& Pratt, LLP
50 Congress Street
Boston, MA 02109
(617) 523-6800
(617) 523-8949 (fax)
JRN@Nichols-Pratt.com
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A founding partner of Nichols &
Pratt in 1977, Jim Nichols is a partner of Nichols & Pratt,
LLP and Nichols & Pratt Advisers, LLP. Jim has obtained the
Chartered Financial Analyst (CFA) designation and is a member
of the the CFA Institute (formerly) the Association for Investment
Management & Research (AIMR) and the Boston Security Analysts
Society. Since 1986, Jim has been a director of Entergy Corporation.
Jim is a past Chair and Commissioner of Trust Funds for the Town
of Weston and was Chair of the Town’s Finance Committee.
In addition to serving as a trustee of a numberof private foundations,
Jim is a Life Trustee of the Museum of Science in Boston and served
the Museum as Treasurer and Chair of its Finance Committee. Jim
is a member of the Investment Management Committee of the Monadnock
Community Hospital.
Prior to founding Nichols & Pratt, Jim provided investment
advice for the Trust Department for Goodwin, Procter & Hoar,
and prior to that was a lawyer in the Boston law firm of Herrick
& Smith. Jim is a member of the Massachusetts Bar Association
and the Boston Bar Association.
Jim grew up in Wellesley, Massachusetts and attended Dartmouth
College graduated Phi Beta Kappa, Magna Cum Laude in Economics.
Jim graduated from Harvard Law School in 1963, where he was a
member of the winning Ames Moot Court Competition team in 1963.
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Nichols
& Pratt, LLP
Partners Preston H.
Saunders
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Preston H.
Saunders
As a partner of Nichols & Pratt, LLP
and Nichols & Pratt Advisors, Sandy Saunders contributes 45 years of
experience in the trust and estates field. Before joining Nichols &
Pratt in 1998, Sandy practiced law and was a senior
partner of Goodwin Procter, LLP.
Sandy is a graduate
of Dartmouth College and Harvard Law School, and is a fellow of
the American College of Trust and Estate Counsel. He is a retired
director of Fiduciary Trust Company, a Life Trustee of the Museum
of Science, Boston, a member of the New England Advisory Council
of The Trust for Public Land, a former President of the Appalachian
Mountain Club and former Chairman of the Standing Committee and
a Life Trustee of The Trustees of Reservations.
Sandy grew up in Providence, Rhode Island, but since his
college days has been a resident of Massachusetts, where he
married and raised his two children. Still an active outdoorsman,
along with his wife Becky, Sandy has hiked extensively in Europe,
skied in the Alps, trekked in Patagonia, viewed wildlife in
Africa, and canoed on many of the lakes and rivers of New England
as well as a few far-flung places both in our country and abroad.
He is a wine connoisseur of sorts and also enjoys photography.
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Nichols
& Pratt, LLP
Partners Leonard
Patenaude
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Leonard
Patenaude
LEONARD
PATENAUDE serves as a trustee and also acts as lead Investment
Counsel to the individual, fiduciary and institutional advisory
clients of Nichols & Pratt Advisers, LLP. He joined the
firm at its inception and has worked closely with both founders
over the years in shaping the firm’s growth and direction.
A
graduate of The New England Conservatory of Music, Leonard obtained
the Chartered Financial Analyst designation (CFA) in 1981, and
was a CFA examination grader for the Institute of Chartered Financial
Analysts at the University of Virginia 1982-1984. For many years,
Leonard directed the CFA Candidate preparation program in Boston
and taught in its classes.
Leonard
was President of the Boston Security Analysts Society in 1988-1989
and served on the Society’s Board of Directors from 1983 to 1992.
He was also a Boston delegate to the Financial Analysts Federation
(FAF), a national organization for securities analysts which subsequently
became the Association for Investment Management & Research
(AIMR), of which he is currently a member.
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Nichols
& Pratt, LLP
Partners John K.
Herbert
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John K. Herbert
III
A
partner of Nichols & Pratt, LLP and Nichols & Pratt Advisers,
LLP, Jack joined Nichols & Pratt at the beginning of 2001,
after having served as a vice president, shareholder and
director of Northeast Investment Management.
Prior to his ten-year affiliation with Northeast, Jack
practiced trusts and estates Law with White & Case, in New
York, and Goodwin & Procter, in Boston, where he was a member
of the Trust Investment Committee. Although he is no longer
actively engaged in the practice of trusts and estates law, Jack
maintains his membership in the Florida, Massachusetts and New
York bars.
Jack is a member of the Advisory Council, the Development
Committee and the Nominating Committee of The Trustees of
Reservations (the first private, state-wide conservation and
preservation organization in the U.S.), having previously served
as a corporate trustee and a member of the inaugural steering
committee of the Conservation Council (a supporting organization
formed in 1998 to attract greater involvement on the part of
individuals under age 45 and their families). Jack is very
interested in conservation and preservation, in general, and the
acquisition and stewardship of publicly-accessible landscapes and
special properties, in particular.
Jack graduated from Princeton University in 1978 and the
University of Virginia School of Law in 1982. At Princeton, Jack
majored in American History and played rugby and freshman
lacrosse. During his final year of law school, Jack served as
Managing Editor of the Virginia Tax Review (one of the oldest
student-run law journals at the University of Virginia, and the
only journal to deal exclusively with tax and corporate topics).
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Nichols
& Pratt, LLP
Partners Thomas E.
Bator
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Thomas E.
Bator
A partner of Nichols &
Pratt, LLP and Nichols & Pratt Advisers, LLP, Tom has obtained
the Chartered Financial Analyst (CFA) designation. He is a member
of the CFA Institute and the Boston Security Analysts Society.
Tom is a Commissioner of Trust Funds for the Town of Weston.
Tom, Harry Pratt and
Patty Popov practice trust and estate law as partners in the Boston
law firm of Pratt, Bator & Popov, LLP. Tom is a Fellow of
the American College of Trust and Estate Counsel (ACTEC). A member
of the Massachusetts Bar, Boston Bar Association and the Boston
Probate Forum, Tom has been the Secretary for the Massachusetts
Prudent Investor Act Committee and the Uniform Trust Code Committee
and was co-chair of the Boston Bar Association's Estate Planning
Committee.
Prior to joining Nichols & Pratt, LLP in 1991,
Tom practiced law at Palmer & Dodge in Boston and Perkins Coie
in Seattle.
Tom grew up in Cambridge,
Massachusetts. He graduated Magna Cum Laude in history from Harvard
University and earned his J.D. at the University of Chicago Law
School in 1986. Tom was a player/manager on the National Champion
Harvard Squash team. Tom is a past President of the Weston Soccer
Club and coaches several teams. |
Nichols
& Pratt, LLP
Partners Patricia D.
Popov
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Patricia D.
Popov
A partner of Nichols & Pratt, LLP
and Nichols & Pratt Advisers, LLP, Patty joined Nichols &
Pratt in 2000. Prior to joining Nichols & Pratt, Patty practiced
law for 10 years at Goodwin Procter in Boston. She earned a Bachelor
of Arts degree in Economics from Wesleyan University in 1985.
Patty, Harry Pratt and
Tom Bator practice trust and estate law as partners in the Boston
law firm of Pratt, Bator & Popov, LLP. Patty is a member of
the Massachusetts Bar and the Boston Bar Association. Patty graduated
cum laude from Boston University School of Law in 1989, where
in her second year she was named a Liacos Distinguished Scholar.
Patty served as Note Editor of the B.U. Law Review and recieved
the American Jurisprudence Award for Federal Taxation and the
Prentice-Hall Student Award in Taxation.
Patty served for 10
years on the Middlesex School Board of Trustees and for 3 years
on the Finance Comittee for the Town of Concord. She is
currently on The Allocations Committee of the Concord-Carlisle
Community Chest.
Patty grew up in Carlisle,
Massachusetts.
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Nichols
& Pratt, LLP
Partners Richard K.
Nichols
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Richard K.
Nichols
A Partner of Nichols & Pratt, LLP
and Nichols & Pratt Advisers, LLP, Richard has obtained the
Chartered Financial Analyst (CFA) designation. He is a member
of the CFA Institute and the Boston Security Analyst Society.
Prior to joining Nichols
& Pratt, LLP in 1992, Richard taught Physics and Geology at
Kimball Union Academy in Meriden, New Hampshire.
Richard grew up in Weston,
Massachusetts and graduated from Dartmouth College in 1989.
He now resides in Lincoln, Massachusetts with his wife, Heidi,
and three children. Richard serves as a Trustee and Treasurer
of the Lincoln Land Conservation Trust, and is a Director of the
Northern Forest Center, based in Concord, New Hampshire.
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Nichols
& Pratt, LLP
Partners Kimberly H.
Latifi
| Kimberly H.
Latifi
KIMBERLY HAZARD LATIFI is a graduate of Assumption College. Kim
started her career in the Trust Department at Bank of New England
over twenty years ago. She was an assistant vice president of Fleet
Bank in the Estate Settlement Unit for several years before joining
Northeast Investment Management as a vice president. She has extensive
experience in trust and estate administration and trust accounting
systems.
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