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Hall Laurie J Trustee
Hall Laurie J Trustee is a professional trustee and fiduciary service operated by Laurie J. Hall, an attorney and Director at Goulston & Storrs in Boston, Massachusetts. The firm serves as a trustee for family trusts and high-net-worth individuals, providing trust administration services, estate planning, fiduciary guidance, succession planning, and wealth transfer advisory for families and closely held businesses. Founded around 1986 (coinciding with Laurie J. Hall's law career start), it leverages significant expertise in trust law, tax optimization, charitable planning, and family office services. Hall Laurie J Trustee works primarily with high-net-worth families, business owners, and philanthropies, focusing on legacy and asset preservation.
Investment Strategy
The firm's approach centers on trust administration, estate planning, and comprehensive wealth transfer strategies tailored to high-net-worth individuals and families. It employs sophisticated techniques, such as Grantor Retained Annuity Trusts, family and charitable trusts, and business succession planning to optimize tax outcomes and preserve intergenerational wealth. Investments typically include diversified portfolios with a significant focus on blue-chip equities and index funds, as evidenced by holdings in major US corporations and total stock market ETFs. The firm emphasizes personalized, long-term fiduciary guidance and prudent risk management in managing client assets.
Latest 13F Filing Activity
Hall Laurie J Trustee filed their most recent 13F report on Sep 30, 2025 disclosing 113 equity positions with a total 13F market value of $306M. The fund increased holdings in Apple Computer Inc. Com, Alphabet Inc. Class C, TJX Cos Inc. New Com among other positions. Hall Laurie J Trustee reduced exposure to Carrier Global Corp., Nvidia Corporation, Stryker Corp. Com among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 9.53% | $29.2M | 56,328 | $223.38 | $517.95 | +$540.2K |
A AAPL | APPLE COMPUTER INC COM | 4.96% | $15.2M | 59,594 | $120.19 | $254.63 | +$2.9M |
N NVDA | NVIDIA CORPORATION | 4.13% | $12.6M | 67,723 | $13.53 | $186.58 | -$1.2M |
S SYK | STRYKER CORP COM | 3.33% | $10.2M | 27,577 | $211.66 | $369.67 | -$1.2M |
G GOOG | ALPHABET INC CLASS C | 3.24% | $9.9M | 40,772 | $75.17 | $243.55 | +$2.6M |
Industry Allocation
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