Gifting Transitions


Utilizing a New Hampshire Family Trust Company as a succession plan as well as a gift and estate tax planning vehicle




Family Governance

A New Hampshire Family Trust Company can help corporatize the family governance structure, helping to segue from the kitchen table to the boardroom table.

Risk Management

A New Hampshire Family Trust Company can provide significant liability insulation for individual family trustees, advisors and family office executives dealing with fiduciary duties.

Gift & Estate Tax Planning

A New Hampshire Family Trust Company can be gifted between generations and as a closely held, non marketable, regulated entity may receive significant discounts on valuation.



Succession Planning

A New Hampshire Family Trust Company can serve as a transitioning agent between generation one and generation two by corporatizing the informal family office structure.

Tax Savings

New Hampshire Family Trust Companies can save significant fiduciary taxes simply by taking trustee location out of a high tax state, without movement required by any grantor or beneficiary.