Services for Financial Advisors
We’re committed to helping financial advisors enhance their value to clients and grow their businesses.
Enhancing your value to clients
Our services can provide you a competitive advantage in serving your high-net-worth clients. You, the financial advisor, manage the client relationship and assets, while we provide key services to help you meet broader client needs.
New Hampshire's Trust Advantages
Today, trustees and beneficiaries have choices when deciding where to administer their trusts. We believe New Hampshire is the best state for this, with laws that allow for no state income tax on certain trusts, perpetual trusts, trust modification by decanting and statutory modification along with many other benefits. And these advantages are often available for trusts established outside of New Hampshire and with beneficiaries residing in other states.