You keep the relationship. We handle the trust.
Comprehensive fiduciary services built to complement your advisory practice – not compete with it.
How we work with you
Your role. Clearly defined. Fully protected.
What makes a trust company truly advisor-friendly? It starts with structure.
Traditional corporate trustees manage everything from administration and investments to the client relationship, leaving little room for the advisor. New Hampshire Shores Trust was created to be different. As an advisor-first trust company, we handle the fiduciary and administrative responsibilities on your behalf, while providing the guidance and support you need to strengthen your client relationships and maintain full investment authority.
Two structures. One goal: Preserving advisor-client continuity.
Directed trust
New Hampshire Shores Trust serves as Administrative Trustee. The Financial Advisor directs investment decisions independently, with no trustee interference.
Delegated trust
New Hampshire Shores Trust serves as Trustee and formally delegates investment management authority to the Financial Advisor under a written agreement.
Protecting family eealth across generations.
Asset protection grounded in New Hampshire's industry-leading trust statutes.
New Hampshire’s asset protection statutes are among the most advisor-friendly and legally robust in the nation. For clients with significant assets, professional exposure, or complex family dynamics, a New Hampshire Asset Protection Trust provides a clear structural advantage.
Assets transferred into a properly structured New Hampshire trust are shielded from future creditor claims through defined statutory timeframes and rigorous qualification standards. Privacy is not an afterthought, it is written directly into New Hampshire trust law.
What sets New Hampshire apart:
Creditor shield
New Hampshire's spendthrift provisions protect trust assets from future creditor claims, lawsuits, and legal judgments. Once assets are placed in trust, they are legally shielded from outside parties, while your clients retain the benefits and distributions outlined in the trust document.
No state income or capital gains tax
Trust assets accumulated or capital gains realized within a New Hampshire trust are not subject to state income tax, allowing principal to grow and compound more efficiently.
Flexible decanting
When circumstances change, whether driven by shifts in family dynamics, tax law, beneficiary needs, or other unforeseen life or macroeconomic events, New Hampshire's decanting statutes allow assets to be moved into an updated trust structure without court intervention.
Confidentiality by statute
New Hampshire law does not require public disclosure of trust terms or beneficiaries, providing a meaningful layer of privacy for high-net-worth families.
Multi-generational planning
An impenetrable trust structure built to last.
New Hampshire is one of a small number of states that has eliminated the Rule Against Perpetuities, meaning a properly structured trust can continue indefinitely, preserving family wealth across generations without forced termination or distribution.
For advisors serving clients engaged in long-horizon wealth transfer planning, this is a meaningful structural advantage. Assets remain consolidated, professionally administered, and protected under a unified governance framework — whether the beneficiaries are your client’s children, grandchildren, or generations beyond.
Built for the long horizon:
No rule against perpetuities
Trusts can continue in perpetuity, keeping wealth intact across generations rather than requiring distribution at a fixed point.
Tax efficiency across generations
The absence of New Hampshire state income and capital gains taxes allows trust principal to compound across decades, maximizing what transfers to future beneficiaries.
Spendthrift protection
Assets held in trust are shielded from beneficiary creditors and legal challenges, preserving the family's financial foundation regardless of individual circumstances.
Professional stewardship
New Hampshire Shores Trust provides the continuity and administrative depth required for trusts designed to endure across market cycles, tax environments, and generational change.
The Full Scope of What We Administer
Broad capabilities. Purpose-built administration.
Beyond directed, delegated, and dynasty structures, New Hampshire Shores Trust administers a full range of trust types for advisors serving clients with complex or specialized planning needs.
- Revocable & irrevocable trusts
- Family & marital trusts
- Special needs trusts
- Charitable & philanthropic trusts
- Concentrated & complex asset trusts
Every trust we administer is supported by the same commitment: professional fiduciary oversight that keeps the advisor at the center of the client relationship.
How We Serve
Flexible Capacity. Defined Responsibility.
We serve in the role that best fits the structure — always with clarity about where our responsibilities begin and where yours remain.
Corporate trustee
New Hampshire Shores Trust serves as sole trustee, providing full fiduciary oversight, administration, and compliance management.
Co-trustee
We serve alongside a family member, advisor, or other party in a shared trustee arrangement, providing professional accountability while preserving personal involvement.
Administrative fiduciary
We handle the operational and compliance functions of trust administration while investment authority remains with the advisor or another directing party.
Beyond the trust document.
We also support advisors and attorneys navigating estate settlement and trust transitions for their clients providing administrative continuity during some of the most complex and sensitive moments in a client’s financial life.
- Executor and beneficiary support
- Estate settlement and trust transitions
- Governance structures for long-term family continuity
Ready to explore a structure that works for your practice?
Whether you are evaluating a directed trust for a specific client, considering a delegated arrangement, or planning for multi-generational wealth transfer, our team is ready to walk through the options with you.