Business Owner Services
Our suite of services designed for business owners was forged in a long history of advising entrepreneurs and business leaders.
Meeting your distinct needs
Built on a long legacy of advising entrepreneurs and business leaders, our services are designed to ease demands on your time, optimize your valuable privately held business and partnership holdings, and secure your legacy for the future.
Our team includes experts in business exit planning who can help you prepare and integrate planning on the personal front with business transition and sale.
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.