Working Together in the Best Interests of Your Clients
Your Partners in Wealth
Darwin Trust collaborates with CPAs, attorneys, and other professionals to offer unique benefits that complement your existing offering.
We can help:
- CPAs minimize capital gains on tax returns,
- Lawyers prepare and enforce the terms of a trust,
- Darwin Trust as trustee and fiduciary, ensures that the instructions of the trust are administered and upheld.
You can keep your investment manager and custodian, or we work with F.L.Putnam to offer investment management services.
As your trusted partner, we make it easy for you to focus on what you do best for your clients, and Darwin Trust will take care of the rest. Taking the time to understand your business goals and addressing your clients’ needs, we work to build a partnership. You can expect transparency in our actions and guidance to help you navigate any uncharted territory.
As a New Hampshire chartered trust company, your client may have the tax advantages of a New Hampshire trust, no matter where they live.