Where advisors lead, trust follows.
New Hampshire's advisor-friendly
trust company
Helping advisors grow their business in a state with no fiduciary income or capital gains tax.
New Hampshire Shores Trust is an advisor-friendly corporate fiduciary designed to help wealth management and estate planning professionals
- Expand capabilities and multi-generational service offerings
- Strengthen client retention across changing generations
- Provide smooth, professional fiduciary continuity
We provide the structural framework, trust administration, and dedicated support advisors need to protect their clients’ family assets and steward wealth across generations.
The largest wealth transfer in history is here. $84 trillion in motion. An advisor-friendly trust keeps you in the picture.
By 2045, an estimated $84 trillion will pass from Boomers to younger generations, according to CPA Practice Advisor, making it the largest wealth transfer in history. It is a chance for financial advisors to deepen the relationships they’ve already built.
An advisor-friendly trust makes that possible. New Hampshire Shores Trust handles the administration as corporate trustee, so you can stay focused on managing the investments and the relationship your clients count on you for, through every generation.
The wealth transfer is coming. With the right structure in place, we can help keep you part of it.
81%
of inheritors leave their parents' advisor within two years
51%+
of heirs stay when a trust is already in place
An advisor-friendly trust keeps that relationship going, generation after generation.
77%
of trustee-beneficiary conflicts stem from disharmony among beneficiaries
70%
of clients want advisor-led estate planning, and 40% would switch to get it
50%
of advisors saw AUM growth after adding trust and estate services
26%
of Gen Z feel prepared for a major financial change
Advisor-friendly by design
Structured to keep you at the center of the client relationship, now and across generations.
The New Hampshire advantage
Modern trust laws, favorable tax treatment, and administrative flexibility that benefit families at every wealth level.
Directed & delegated expertise
Flexible trust structures that clearly define fiduciary roles, so you retain investment management responsibility while we handle the rest.
National reach, boutique service
Backed by Hand Benefits & Trust's 60-year trust administration legacy, delivered with the responsiveness of a dedicated team.
Nationwide platform
Supporting advisors and their clients across the U.S. with flexible, scalable trust solutions.
What we do
New Hampshire Shores Trust partners with financial advisors and estate planning professionals to expand what they can offer the families they serve. From directed trusts to multigenerational planning strategies, we provide the fiduciary infrastructure, trust administration, and operational support that allow advisors to grow their practice, deepen client relationships, and compete for larger, more complex planning opportunities.
Why New Hampshire
New Hampshire is among a small number of states that have deliberately modernized their trust laws to offer meaningful advantages for families and their advisors. Advisors can grow their business in a state with no fiduciary income or capital gains tax, directed trust statutes that preserve the advisor’s investment management role, perpetual dynasty trusts with no mandated termination date, robust asset protection provisions, and one of the only dedicated trust courts in the country.
New Hampshire is a jurisdiction that gives advisors and their clients genuine structural and tax advantages not available in most states, along with a legal environment that continues to evolve in response to the needs of modern wealth planning.
Who we serve
Financial advisors (RIAs, independent, hybrid)
Estate planning attorneys
Family offices
Individuals and families seeking sophisticated trust solutions
A few questions worth sitting with:
- When a client passes away, do you have a real relationship with their children, or just a file with their names in it?
- If a client’s estate goes into transition tomorrow, how confident are you that their heirs would call you first?
- When a client goes through a divorce, sells a business, or starts a new one, are you part of that conversation, or do you find out after the fact?
- How many client relationships have you already lost that you never really noticed leaving?
Is your practice ready for the great wealth transfer?
Maintain trusted relationships you’ve built over decades.
Connect with a New Hampshire Shores Trust Officer.
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