Andrea N. Richmond serves as a Family Office Advisor, assisting clients with a wide range of family office issues. She custom tailors her work to suit clients’ goals.
Andrea brings significant experience to the Family Office from her prior position as Hemenway & Barnes Trust Administrator, where she performed a wide range of complex trust administration functions requiring knowledge of trusts, estate planning, investments and tax laws. She has experience administering new and existing accounts, including all aspects of the account opening process, account distributions, terminations, estates, and gifts. Prior to this, she worked as a Trust Administrative Officer at a national trust company.
Andrea’s projects include work with individuals and their families on matters such as such as budgeting, bill payment, management of multiple homes, issues relating to insurance and coordinating care for elders or special needs family members.
Andrea also works in the area of philanthropy, providing staff support to charitable entities, including private foundations.
Andrea’s community interest includes economic empowerment for women and she regularly conducts clothing drives for Dress For Success Boston.
As part of her work in the area of philanthropic advisory services, she participates in Emerging Practitioners in Philanthropy (EPIP).
“My job is to be a key client point person delivering excellent service on all family office programs. I pride myself on being able to take a loosely-defined task or question and turn it into an action plan for clients. There are no issues too big or too small. I have strong working relationships with all of the Hemenway & Barnes trustees and professionals to ensure a consistent delivery of services. My success is measured by the satisfaction of my clients.”