Judith A Saxe
What do you need? Growth, clarification of goals, wealth transfer…if it's important to you, it's an opportunity for us to help make it happen.
At Atlantic Trust, our clients come to us for a variety of reasons. Most want the expertise of our investment management. Many want us to integrate their tax, philanthropic and estate plans. Some want us to bring simplicity to complexities. All of them want to sleep well at night.
"Wealth management" can be hard to define, describe or explain. Even the experts disagree on what it means. But trust? That's easier - it's something you just know.
We've built our firm on responsibility to others in relationships of trust. We believe clients would say that's the foundation of wealth management—and the key to a good night's sleep. We believe you will, too.
Judith A Saxe
Atlantic Trust Private Wealth Management
100 Federal St - 37th Floor
Boston MA 02110
Tel: 617 531-6918
Fax: 617 531-9273
E-mail: jsaxe@atlantictrust.com
Accredited Estate Planner - National Association of Estate Planners & Councils
Judith Saxe is a managing director in Atlantic Trust's Boston office, serving as a senior wealth strategist and client service manager. She works with clients and relationship managers to develop comprehensive estate and financial plans and integrated wealth management solutions. Judith has over 20 years of experience designing sophisticated estate plans for high net worth individuals, corporate executives, closely held business owners and multinationals. She joined Atlantic Trust in 2003 from Ernst & Young LLP, where she served as the New England area director of estate and business succession planning. Prior to this position, Judith was an estate planning attorney at a major New York firm. Judith was named a Massachusetts "Super Lawyer" in estate planning by Boston Magazine and is active in the Boston legal community. She has chaired or been a panelist for numerous seminars for Massachusetts Continuing Education (MCLE) and is a contributor to MCLE's publications. In 2009, Judith was elected as a senior Executive Officer of the Boston Estate Planning Council (BEPC). She also has served on the Professional Advisory committee for the Boston Foundation. Judith is a member of BEPC and the Boston Bar Association and earned a Bachelor of Arts with honors from Harvard University and a Juris Doctorate from New York University School of Law. In 2008, she received the Accredited Estate Planner (AEP) designation by the National Association of Estate Planning Councils. Judith serves as a mentor for Harvard undergraduates and as a member of the Wellesley Mother's Forum and the Professional Women's Group of the Combined Jewish Philanthropies.
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