The 1911 Trust

The 1911 Trust Company is a private wealth management firm that has been serving wealthy families for over 100 years. Our team of experienced professionals is dedicated to providing personalized trust, wealth management, and multi-generational family office services. We are committed to ensuring that family legacies are managed prudently for the future.

Our company was founded by the Ayer Family, and we have successfully served four generations of their descendants. Our heritage gives us insight into the unique needs of wealthy families, and we use this experience to provide comprehensive wealth management services for individuals, business owners, executives, and wealthy families.

We foster personal relationships with our clients, listen to their objectives and goals for the future, provide straightforward information and advice, and guide them with confidential counsel. Our customized wealth management focuses on coordinating the complexities of family wealth, and we handle all the details with our experienced team of family office professionals.

Our Team

Meet our professionals

Our team of professionals has extensive experience working with wealthy families. Their guidance and expertise help anticipate your needs and provide customized solutions to meet your needs.

Kevin L. Kavanaugh - President and Chief Investment Officer

Although I wear multiple hats at the firm, ultimately my responsibility is to protect the wealth of our clients. Whether it means finding people with complementary skills to bring the best team together or setting the proper diversification to balance risks and potential rewards, my motivation is to always put our clients' interests first.

Kevin has over 30 years of experience holding leadership roles in the financial services industry and has extensive experience in portfolio strategy and family office management. Before joining The 1911 Trust Company in 2007, he served as the vice president of investments at CD Enterprises, an office which served as the family office for a Forbes 400 individual. Prior to this, he reported directly to the owner and CEO of RCI, a privately held company which employs more than 3,000 people in a dozen countries with an emphasis on strategy and financial management. His work at RCI started in 1989 as the director of investments and continued until the company was sold in 1996. During his tenure, revenues nearly tripled and the value of the company quadrupled.

Kevin began his career in 1983 and worked as an investment advisor with Merrill Lynch where he excelled in retirement plans and business development. Mr. Kavanaugh currently serves on the investment committees of the Sisters of St. Benedict and Marian University. He previously served as treasurer for both the St. Francis Hospital Foundation and Fatima Retreat House. Kevin earned his B.S. in finance from Indiana University and his MBA from the University of Chicago.

James G. Angelakis - Chief Financial Officer

From a financial oversight perspective, it is my responsibility to make sure all of our transactions are executed and reconciled accurately according to our processes and procedures to protect client assets.

As chief financial officer for The 1911 Trust Company, Jim is responsible for the accounting, tax, and financial functions. Jim also participates in evaluating and monitoring alternative investment opportunities and participates in the management of the company. Jim joined the firm in 2010 and has over 25 years of experience in finance, accounting, and tax. Prior to joining the firm, he worked as a controller for a private equity firm, and before that, he worked for a Big Four accounting firm. Jim is a certified public accountant and holds a B.S. in accounting from Bentley College.

Wealth Management

Investment growth and stability

For over 100 years and four generations, The 1911 Trust Company has provided personalized trust, wealth management, and multi-generational family office services to ensure family legacies are managed prudently for the future.

Personalized Trust Services

We facilitate family dialogue so you can enjoy the benefits of your wealth today and set a plan for the future.

Wealth Management

Integrated wealth planning and investment management strategies to preserve and grow your wealth for generations.

Family Office Services

Direct access to in-house expertise and coordination of your investment, legal, and tax matters.