About Darwin Trust

We’re Here to Shepherd Your Wealth

Trusts are often thought of as something for only the ultra-rich. We see it differently.

We began Darwin Trust, a New Hampshire chartered trust company, based on the belief that everyone should have access to the benefits of trusts and strategic investing.

As a trust company, we have the distinct advantage of being able to protect your assets on many levels. At our core, we are a true fiduciary, and manage your wealth solely in your best interest. That means we look at your full financial life, from the big picture to the small details, to understand the why, the what and the how. From broadly discussing your legacy goals to drilling down into how your assets are titled, we look at your situation holistically, taking a step back to clarify and organize your estate so that you have a plan that works responsibly for you and your family now and into the future.

Our firm is built on decades of experience and dedication, qualities that define the Darwin Difference℠.

The Darwin Difference℠

We believe what sets us apart is not only our specialized knowledge but also our honest guidance, personalized service and unwavering accountability, all combined to provide you with a trusted advisor that can stand the test of time.

Darwin Trust Relatable
Relatable

How are
you today?

Darwin Trust Genuine
Genuine

Trust is in our name
for a reason.

Darwin Trust Compassionate
Compassionate

We
understand.

Darwin Trust Accountable
Accountable

We stand
by our word.

Darwin Trust Diligent
Diligent

We do not take shortcuts or use cookie cutters.

What’s in a Name

We named Darwin Trust after our office dog, Darwin. Darwin, a tri-colored Australian Shepherd, embodies the heart of who we are and the core values we live and work by: loyalty, compassion, dedication and curiosity. Darwin creates an open, inviting and warm space, and he’ll be there to greet you when you visit.

What’s in a Name

We named Darwin Trust after our office dog, Darwin. Darwin, a tri-colored Australian Shepherd, embodies the heart of who we are and the core values we live and work by: loyalty, compassion, dedication and curiosity. Darwin creates an open, inviting and warm space, and he’ll be there to greet you when you visit.

Darwin Trust Name

Our Approach

Although we are serious in our money management and trust administration, we take a more personal approach to every interaction with you. Our goal is for you to feel welcome, informed and in control. Through open conversations, we gain a more authentic understanding of your situation so we can develop the right plan for you.

Our meetings typically start like this:

  • Do you want water or coffee?
  • How is your day going?
  • Would you like our dog, Darwin, to join our meeting?

Then we spend time getting to know you and you getting to know us. We’ll walk you through your existing statements to review what investments you own and explain what fees you are paying. And we explain what a trust is and how you can create a trust with no state income tax. We answer your questions and listen to your needs. We’re here to help.

Darwin Trust Approach
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