America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 26
2026
2025 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES
New business contact:
Michael N. Costa
President and CEO
Phone: (603) 695-4321
Email: mcosta@fiduciarytrust.com
FIDUCIARY
TRUST OF NEW
ENGLAND
Michael N. Costa
President and CEO
CONTACT
Fiduciary Trust of New England
1155 Elm St, Manchester, NH 03101
www.fidtrustco.com/trusts-nh
WHY NEW HAMPSHIRE?
New Hampshire is one of the premier trust jurisdictions due to its progressive
laws around:
• Directed trusteeships
• State tax advantages
• Asset protection trusts
• Sustainable investing in trusts
• Dynasty trusts
• Delegation of duties
• Efficient administration and modification of trusts
As the premier independent provider of
New Hampshire trust
services, advisors come
to Fiduciary for our openarchitecture trust services,
including directed and
delegated trusts, and private trust company hosting services. Along with
the advantages of New
Hampshire’s trust laws,
we provide experienced
trust professionals, a deep
bench of internal legal
and tax resources, and a
flexible operating model
that can be tailored to
complement the services
provided by the advisor. In
this way, we help advisors
retain existing clients,
capture a greater share
of wallet and expand
their practices by offering
a comprehensive trust
solution.
Unlike some other trust-favorable states, NH also has a dedicated trust court. This
means that if issues arise, they are reviewed by judges with deep trust expertise
and are in turn, resolved more quickly. For more info: fidtrustco.com/trusts-nh.
WHY FIDUCIARY TRUST OF NEW ENGLAND?
Together with our Massachusetts affiliate, we have been partnering successfully
with financial advisors, attorneys, accountants and family offices for decades.
Some advantages to working with us:
• Talented Professionals with 20+ years in the business on average. We have
sizable teams of legal, tax and other specialists to support our trust officers
and clients.
States chartered/licensed
in: New Hampshire charter
issued: 2014
Massachusetts affiliate charter issued: 1928
Average account size:
$5 million+
Total assets (AUA):
$31 billion1
Custodians supported: Can
support most third-party custodians; direct custody also
available through Massachusetts affiliate
Number of relationships
with advisors: 100+1
Fees
Annual minimum fee:
$10,000
Delegated Trusts: 25–50 bps
Directed Trusts: 15–40 bps
• Experience Partnering with Third-Party Advisors in our capacity as
directed or delegated trustee and/or custodian. We have over $15 billion in
assets under these types of arrangements. We respect our partners and do not
compete with them.
Limited Activity Directed
Trusts: Flat fee based on
scale and complexity
• Quality Custody Services available enabling us to provide high-touch
support to advisors and quality service to their clients. We also work with
third-party custodians.
Number of in-house experts: 14 Juris Doctors and
Masters of Laws, 1 Paralegal,
13 Certified Trust & Fiduciary
Advisors and Certified Financial Planners, 16 Certified
Public Accountants and other
tax professionals
• Flexible Range of Services including directed trustee, estate settlement, tax,
custody, investment management, private trust company support services and
access to donor-advised funds.
• Integrity and Stability as we are part of an independent firm owned by current
and former employees, directors and clients, with a steadfast commitment to
serving in our clients’ best interests. We have been consistently profitable for
decades and are focused solely on the wealth management business.
STR AT E G I C F E AT U R E S
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
DIGITAL ASSET ESTATE
PLANNING
SUSTAINABLE ESTATE
PLANNING
ESTATE PLANNING FOR
BLENDED FAMILIES
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
FOUNDATIONAL ESTATE
PLANNING
U.S. ESTATE AND TAX
PLANNING FOR
NONRESIDENT ALIENS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
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Trust accounting system:
FIS Global Plus
Supports directed trusts: Yes
Supports delegated trusts:
Yes
Typical timeframe for acceptance of new trust:
2–7 days
Marketing support includes:
Consultation with Fiduciary
Trust experts, print and digital
marketing material, white papers, sales pitch assistance,
videos, podcasts
1
Measured group-wide, including
our affiliate Fiduciary Trust Company (fiduciary-trust.com).
