Extraordinary Breadth, Exceptional Depth

We integrate a comprehensive range of services to help you navigate whatever comes up in your life, as it arises.

Our Clients

Our goal is to make your life or organization better.

  • Individuals & Families

    We’re nimble and built for performance. Our legacy spans generations, our expertise is comprehensive, and our service is personal, based on listening and understanding before we act.

  • Family Offices

    Our experience working with family offices—and our own roots as a family office ourselves—enable us to customize to your family’s unique needs.

  • Nonprofits

    We’re been serving nonprofits for over 80 years. We offer investment management, IPS development, custody, and other services.

  • Financial Advisors

    We’re committed to helping financial advisors deliver more client value and grow their businesses. Our specialized services and funds can mean a competitive advantage for you.

The Fiduciary Trust Difference

Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire’s trust advantages. And the need for a nimble, fiduciary partner for life.

Discover Our Insights

Globe and Charts
Investments – Markets

2023 Q2 Market Outlook: A Business of Trust and Faith

Our CIO, Hans Olsen, CFA, comments on the banking crisis, inflation, the likelihood of a recession, and the potential future direction of financial markets.
NH State House
Trust and Estates

Asset Protection Trust Benefits

New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize.
Business Meeting

Converting a Private Foundation to a Donor-Advised Fund

Learn more about the process for private foundations or other charitable entities to convert to a donor-advised fund with this high-level overview.

Let’s start with a conversation.