New Hampshire Trustee-Related Services

Navigating the winding road with you

Irrevocable Life Insurance Trust (ILIT)

Independent Trustee Services

SOLUTION

We remove your administrative headache.

EXPERTISE

We adhere to IRS rules ensuring Crummey Letters are provided, and coordinate with your insurance agent and attorney when life changes.

Special Situations

SOLUTION

We untangle complicated trusts, building solutions tailored to yours, not off-the-shelf answers.

EXPERTISE

A career spent solving unique problems and creating opportunities for institutions, real estate entrepreneurs, and nonprofits means we bring proven judgment to situations others find intractable. Complex structures, unusual assets, and difficult family dynamics are where we do our best work. Where new relationships are needed, we draw on broad national networks of investment advisors, estate attorneys, healthcare case managers, and real estate professionals.

Trust Held Real Estate

SOLUTION

We manage trust-held residential and commercial real estate end to end: acquisitions, dispositions, renovations, property management, and insurance. 

EXPERTISE

We know the details that trip up other trustees — the legal nuances of holding property in a revocable versus irrevocable trust, when to bring in a property manager, what insurance coverage actually protects you, and how to manage a life estate differently from trust-owned property. We also bring a deep national referral network across both asset classes.

NH Directed Trust-Investment Advisor

Other Fiduciary Services

SOLUTION

We partner with a corporate trustee to serve as an expert, independent fiduciary overseeing the trust’s investment manager

EXPERTISE

20+ years on institutional investment teams, making capital allocation decisions and engaging C-level executives at blue chip, growth, and highly leveraged companies, both U.S. and foreign, private and public. This work created significant value for insurance, pension, and mutual funds, and directly strengthened the earnings and balance sheets of the firms served. Our background spans fixed income, equities, mutual funds, real estate, and alternative investments. When an investment manager relationship needs to be evaluated or replaced, we bring that judgment from a position of genuine expertise.

NH Directed Trust-Distribution Advisor

SOLUTION

We partner with a corporate trustee, combining deep expertise with sharp intuition to guide how trust funds reach beneficiaries.

EXPERTISE

Our research skills and instinct for the right question uncover what a family truly needs, then weigh that need against the trust’s powers and intent. Fluent in HEMS standards, special needs distribution powers, and benefits income testing, we apply prudence and ethical judgment with a practical, unemotional clarity balanced by real empathy. We have an innate sense for when we aren’t getting the full truth, or when we’re being sold a story.

Fiduciary Services

SOLUTION

We offer objective advice when navigating complex decisions, including finding the right experts when you don’t have a professional already in your corner.

EXPERTISE

We have worked with multiple parties — accountants, attorneys, and realtors — across transactions including estate probates, onboarding of trusts, real estate deals, and unique one of a kind problems. We bring the right expertise to bear on any situation, paired with rigorous risk assessment and the creative, holistic thinking to advocate for you.