Marianne G. Herlihy

Associate Director, Family Office and Philanthropy Services

  • 617-557-9776
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Marianne G. Herlihy

Associate Director, Family Office and Philanthropy Services

  • 617-557-9776
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Practice Focus

Thanks to her 25 years of experience and leadership in the financial services industry, individuals and families rely on Marianne Herlihy for advice in all aspects of family office creation and operation. Her clients rely on her to design and implement family office services around their particular needs and goals.

Marianne works closely with other Hemenway & Barnes professionals to ensure a consistent delivery of sophisticated family office services and to provide an enhanced client experience.

Immediately prior to joining our firm, Marianne served as a Senior Program Director at a globally-focused private foundation. While there, she was responsible for structuring and recommending grants. Marianne built and managed an active national grant portfolio, consulting with nonprofit leaders on strategic business issues, effective management, financial sustainability, board governance and alternative funding sources. In addition, she led key foundation initiatives, ranging from website redesign to the development of web based workflow processes.

Representative Clients

  • Creates annual financial plans and budgets for younger family members.
  • Structures customized reporting and analysis to manage complex personal investment portfolios.
  • Organizes family meetings to plan for and execute sale of family estates, including major home renovations.
  • Prepares and runs family meetings to plan care for elderly relatives, including transitions into long-term assisted living facilities.

Activities and Publications

  • Client Services Council, Family Office Exchange (FOX)

Community Involvement

  • Program Committee, The Boston Club
  • Board Member 2015 – 2017, Needham Exchange Club

Marianne Herlihy’s Comments on the Family Office

“A family office can encompass a broad range of services, including wealth preservation, wealth transfer, family education and governance, philanthropy, legal services and household management. At Hemenway & Barnes we take great pride in understanding the nuanced needs of each of our clients and their extended families. We tailor our services to uniquely fit your situation, and deliver a solution that is fine-tuned to the specifics of your life.”

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