Working Together in the Best Interests of Your Clients

As a chartered trust company, we offer unique benefits that complement your existing offering. We collaborate with CPAs, lawyers, investment advisors and other professionals in the best interests of their clients. We work with CPAs, for example, to help minimize capital gains on tax returns and with lawyers to enforce the terms of a trust. We also work with investment advisors to help ensure that assets are managed, and as trustee that they are administered, based on the exacting instructions of a trust.

We are respectful partners, transparent in our actions and always reachable, so that each of us can focus on what we do best for your client.

As a New Hampshire chartered trust company, we have the advantage of offering clients, no matter where they live, the tax advantages of a New Hampshire trust.