America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 27
2026 ADVISOR-FRIENDLY TRUST COMPANIES
New business contact:
Michael N. Costa
President and CEO
Phone: (603) 803-6911
Email: costa@fiduciary-trust.com
FIDUCIARY
TRUST OF NEW
ENGLAND
Michael N. Costa
President and CEO
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
• No state capital gains or income tax on New Hampshire irrevocable trusts
that meet certain criteria
• Asset protection trusts
• Sustainable investing in trusts
• Dynasty trusts
• Delegation of duties
• Progressive decanting statutes for trust modification
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.
As the premier provider
of New Hampshire trust
services, Fiduciary is the
partner advisors rely on
for our open-architecture
solutions—including
directed and delegated
trusts, as well as private
trust company hosting.
Paired with the benefits
of New Hampshire’s trust
laws, we offer seasoned
trust professionals,
extensive in-house legal
and tax expertise, and a
flexible operating model
tailored to complement
each advisor’s existing
services. This enables
advisors to retain clients,
deepen relationships,
and grow their practices
through a comprehensive
trust offering.
States chartered/licensed
in: New Hampshire charter
issued: 2014
Massachusetts affiliate
charter issued: 1928
Average account size:
$5 million+
Total assets (AUS):
$34 billion+1
Custodians supported: Can
support most third-party
custodians; direct custody
also available through
Massachusetts affiliate
Number of relationships
with advisors: 100+1
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:
Fees
Annual minimum fee:
$10,000
• 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.
Delegated Trusts: 25–50 bps
• Experience Partnering with Third-Party Advisors in our capacity as
directed or delegated trustee and/or custodian. We have over $16 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.
• Flexible Range of Services including directed trustee, estate settlement, tax,
investment management, private trust company support services and access to
donor-advised funds and custody services.
• Integrity and Stability as we are a private firm with a steadfast commitment
to serving in our clients’ best interests. We have been consistently profitable
for decades and are focused solely on providing trust and wealth services to
individuals, families and advisors.
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
27
Directed Trusts: 15–40 bps
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
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).
