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Personal Trust & Planning Services

The New Hampshire Trust Company can assist you, in conjunction with your other trusted advisors, in the following areas:

Trust & Estate Planning

  • Complete review of your objectives
  • Estate tax minimization
  • Trust document review
Tax Planning

  • Income tax reduction strategies
  • Gifting options and opportunities
Retirement Planning

  • Current analysis of retirement goals
  • Investment advice consistent with timing of retirement
  • Periodic review and updates
Charitable Planning

  • Complete review of your   objectives
  • Discussion regarding   charitable options

Custody and Investment Management Services


  • Safekeeping of all securities through Northern Trust
  • Collect dividends, interest, and bond proceeds on maturity or call
  • Pay bills including tax estimates
  • Sell or exercise rights and votes proxies
  • Perform a daily sweep of cash
  • Provide easy access to no-load mutual funds
  • Provide daily internet access to statement of transactions and   market value
  • Provide monthly statement of transactions and assets with market   values
  • Provide an annual tax summary

Investment Management

  • Professional investment management of the assets in accordance     with the client’s objective
  • Performance monitoring and measurement through Fitek and/or Greenhill.
  • Custody of assets (see above)

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