Home / Our Services / Individuals & Families

Services for Individuals and Families

Wealth is more than the accumulation of assets. It’s about the life you want to live. And the legacy you want to leave.

What Makes Us Distinctive

Experts focused on your best interests

Integrity & Permanence

We’re focused on what’s best for you. We’re privately-owned and proudly independent, with a nearly 140-history of integrity, financial stability, and an unwavering commitment to the fiduciary standard.
Personal Service

You’ll have a single point of contact with an experienced, senior professional who is supported by a firm that is right-sized and nimble, with $30 billion in assets under supervision. Our 98% average annual client retention rate for more than a decade attests to our client commitment.
Disciplined Investing

Our proven techniques and focus on strong risk-adjusted returns are tailored to fit your needs, with tax, estate, and cash needs considered throughout the investment process.
Expertise

Wealth planning, investment, trust, estate and tax specialists—as well as access to New Hampshire’s advantageous trust laws—bring a breadth and depth to help you realize your goals.

Services for Individuals & Families

Solutions for what matters to you

We offer access to what you need when you need it, from wealth planning, investment management, trustee and estate services to tax and custody services, as well as donor-advised fund and lending programs.

Personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.

Learn More

A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet your needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.

Learn More

Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team. Estate settlement from experts who understand you and your family.

Learn More

We provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad, through Fiduciary Trust of New England.

Learn More

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

Learn More

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

Learn More

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

Learn More

Client Success Stories

We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization

After a client’s death, we cared for his daughter’s financial needs until she was an adult.

By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.

We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.