No part of your financial life is more critical or complex than your trust. So it’s important to choose someone who will manage your affairs with care and objectivity to carry out your plan according to your wishes. Our relationship managers average over 28 years of industry experience and are committed to:
We serve as trustee or co-trustee and agent for trustees and collaborate with your estate planning attorney, accountant and other professionals to ensure that your plan accurately reflects your personal wishes and intentions.
As trustee, we provide services for:
We provide a full range of estate services for our high net worth clients as executor (personal representative), co-executor and agent for executor, including:
Have a question or need more information about Trusts and Estates? We’re here to help.
Take advantage of New Hampshire's robust trust laws and favorable tax climate. Benefits of New Hampshire’s laws are available to both residents and non-residents of New Hampshire.
Our wealth managers develop trusted relationships by gaining a thorough understanding of the important goals and values that matter most to each client.
