Frustrated with your trust?
We'll turn it around — and hand you back your peace of mind.
We are not tied to anyone's existing attorneys or investment advisors — we work with whoever's already in your corner, and bring in trusted specialists when you need one.
Remember, its the fiduciary that matters, not the logo. Skip the corporate-legacy pitch and get a trustee who's actually on your side — no institutional conflicts, no internal politics, no competing priorities. Just a competent, trusted fiduciary backed by real technical depth, in your seat for the long haul.
And because we're based in New Hampshire, you get access to some of the country's most innovative trust laws — unmatched flexibility, protection, and tax efficiency for high-net-worth families and their advisors: free from state income taxes, robust asset protection, directed trusts that split up fiduciary duties, and tools to fix trusts that have gone sideways.
Chris brings more than 20 years of fiduciary excellence as an independent and corporate trustee, backed by a strong foundation in institutional investing and board leadership.
Known for untangling chaotic, "impossible" challenges, he collaborates closely with small teams, leveraging others' unique strengths to generate exceptional value for trust clients, institutional investors, real estate developers, bankers, and global asset managers. A deep, trusted professional network ensures specialized expertise is always available for any client need.
His secret sauce combines sharp research skills with the ability to turn complex situations into clear, workable solutions. Deeply curious and creative, he asks the right, insightful questions to uncover the ideal path forward, connecting the big-picture vision with the smallest details.
EDUCATION & CREDENTIALS
➙ B.A., University of Michigan (“Go Blue”)
➙ MBA, Northeastern University
➙ Chartered Financial Analyst (CFA)
➙ Certificate of Estate Planning, Boston University School of Law (expected September 2026)
COMMUNITY INVOLVEMENT
➙ More than 25 years supporting Boston's Dana-Farber Cancer Institute — donating platelets at the Kraft Family Blood Donor Center and riding in the Pan-Mass Challenge
➙ Past president and treasurer, Sherborn, MA Community Foundation
➙ Municipal board member — sited cell tower and produced an affordable housing strategy
➙ Volunteer, New Life Furniture of MA, supporting homeless families and veterans
I do my best thinking while on long walks with Ronan.
