Services for Financial Advisors

We’re committed to helping financial advisors enhance their value to clients and grow their businesses.

Financial Advisor Meeting
What Makes Us Distinctive

Expertise and flexibility

  • A Breadth of Services

    We’re proud to partner with more than 100 financial advisors. Deepen your client relationships with trustee services, including access to New Hampshire’s advantageous trust laws, custody services, a donor-advised fund program, and tax and lending services.

  • Personal Service

    Our advisor-clients have direct relationships with our knowledgeable professionals to enable exceptional responsiveness and flexibility. This has helped us earn a 98% average annual client retention rate over the past decade.

  • Flexible Approach

    As a private firm with $23 billion in assets under supervision, we are small enough to be nimble, yet large enough to have substantial resources for our clients. We offer a flexible operating model capable of handling complex and traditional assets, and our services can be unbundled to meet client needs.

  • Expertise

    Our trustee services are supported by our 12-member highly-experienced trust & estates legal team, and you also have access to philanthropic specialists, our tax team, and marketing support.


Services for Financial Advisors

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.

We can provide your clients with access to the tax and other advantages of New Hampshire trusts through Fiduciary Trust of New England.

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Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team.

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High-touch client service combined with expertise handling special assets and trust accounting.

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Personal service and our unique DAF program make us the innovative partner to help maximize the impact of giving.

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Trust, individual, and other tax return preparation integrated with other services from Fiduciary.

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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.

We are honored to be the recipient of more than 40 industry awards over the past five years.

Talk to a Fiduciary Trust Officer

Discover Our Insights

Partnership Selection
For Advisors

Growing Relationships Through Trust Services

Registered investment advisors can enhance their value to clients through providing trust services. Read our thoughts on how to select the best trust services partner.
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For Advisors

Custody Market Evolution Leaving Wealth Managers Behind

RIAs and family offices are finding that automated and impersonal custody from large custodians cuts against the value proposition they offer to clients.
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.
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.
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Protecting Your Endowment Gift

Learn about the options for mitigating risks associated with long-term endowment gifts.
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Trust and Estates

New Hampshire Trust Advantages

New Hampshire provides distinct advantages for trusts, such as no state income tax, directed trusts, perpetual trusts, and other benefits.