A complete list of active advisors currently associated with Nichols & Pratt Advisers LLP

Warmer can help you find a great advisor at Nichols & Pratt Advisers LLP or one who fits your needs even better.

Nichols & Pratt Advisers primarily serves trustees of private trusts, IRA owners and individual clients, as well as estates, foundations and select institutional clients. The firm provides discretionary and non-discretionary investment advisory services focused on portfolio management, custody coordination, and related administrative services for fiduciary accounts. The firm follows a low‑turnover, long‑term investment approach that emphasizes capital preservation and moderate income, setting asset allocation between stocks and bonds in consultation with clients. Equity selections are drawn from an approved list restricted to fewer than 75 public companies, while fixed‑income holdings are generally investment‑grade, laddered, and purchased with the intent to hold to maturity. Nichols & Pratt is affiliated with a separate trustee partnership and, in some cases, with partners who practice in a law partnership to which the firm may refer clients for estate planning and settlement matters, though the advisory firm does not participate in legal fees. Unlike many peers, the firm does not offer financial planning services and uses specialized third‑party providers (e.g., foreign tax reclamation and class‑action recovery vendors) to support certain client needs.

To learn more about the advisors currently working at Nichols & Pratt Advisers LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.