Where advisors lead, trust follows.

Designed for RIAs, CPAs, and estate planning professionals. 

We help you grow your practice, expand your capabilities, provide clients with professional continuity, and maintain client relationships within an appropriate fiduciary framework.

Advisor-friendly by design

Fiduciary independence

You manage the assets and remain the client relationship lead. Custody of assets stays with your platform of choice. New Hampshire Shores Trust does not act as custodian; our role is strictly administrative, keeping you at the center of every client engagement.

Aligned, non-competing structure

We act as corporate trustee, assuming fiduciary oversight and helping ensure compliance with applicable laws, fiduciary standards, and the trust instrument — so you can focus entirely on investment management and client relationships.

New Hampshire trust platform

Access a leading trust jurisdiction while preserving and strengthening your client relationships.

How it works

A clearly defined, collaborative structure

New Hampshire Shores Trust is designed to complement—not compete with—existing advisor relationships, serving a distinct role within the broader trust and planning ecosystem.

Financial advisor

Responsible for investment strategy and client relationship

Asset allocation and portfolio strategy

Direct client engagement

Performance oversight and reporting

Trade execution

New Hampshire Shores Trust

Administrative trustee and fiduciary oversight

Trust administration

Principal and income accounting

Tax reporting coordination

Distribution administration

Establishment of New Hampshire situs

How it works

Financial advisor

  • Manages investment strategy and asset allocation
  • Maintains the client relationship
  • Retains custody of assets through their platform of choice
  • Executes trades and monitors performance

New Hampshire Shores Trust

  • Serves as corporate trustee, handling trust administration
  • Assumes fiduciary oversight and compliance responsibility
  • Manages principal and income accounting, tax reporting coordination, and distributions
  • Establishes New Hampshire situs for the trust
  • Does not act as custodian of assets

Attorney

  • Drafts the trust instrument and legal documents
  • Advises on the client’s overall estate planning strategy
  • Works alongside the advisor and New Hampshire Shores Trust, not in place of either

Speak with a Trust Officer

Talk to our team about structuring trusts with the New Hampshire advantage.

 

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