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 family office roots and experience enable us to customize to your family’s unique needs. Our services can be integrated or delivered on an à la carte basis.

  • 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

Hans Olsen, Suma Nair, Austin Shapard
Investments – Markets

2023 Market Outlook: Goodbye to All That

CIO Hans Olsen discusses how a rising rate environment upended easy money also offers our outlook on inflation, interest rates, and debt and equity 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

This article provides a high-level overview of the process for private foundations or other charitable entities to convert to a donor-advised fund.

Let’s start with a conversation.