Matthew Santangelo

I have over 30 years of experience structuring, implementing and managing trustee and trust advisor mandates at Merrill Lynch Trust Company (now Bank of America), Northern Trust and BNY Mellon. I am a certified Trusts & Estates Practitioner (TEP) and a Certified Trust & Fiduciary Advisor (CTFA ret.) and I have substantial experience advising family trustees, family offices and their private trust companies. I was honored to be the only non-lawyer that was invited to join the Ad Hoc Committee that drafted the current Massachusetts Trust Code. Effective January 1, 2025, I will begin serving as a private, independent trustee or directed trust protector or advisor. I do NOT seek to manage investments, nor do I practice law or give tax advice. Rather, I will partner with the family's chosen wealth advisors, trust legal counsel and CPAs. For directed trusts, I will serve as Trust Protector or Trust Advisor (for investment and/or distribution) in partnership with a corporate administrative trustee or individual located in DE, NH or others states that have directed trust statutes. Non-professional trustees, family offices and private trust companies may engage me as a trust consultant where I will advise them in a non-fiduciary capacity. While I am not seeking executor appointments, I can serve as an advisor to individual executors in partnership with their legal and tax advisors.