NHTC Logo
Your Account Button
About Us Button
Services Button
Investing Button
Our Fees Button
FAQ Button
Links Button
Contact Button
Home Button

 

Services

Personal Trust & Planning Services

The New Hampshire Trust Company can assist you, in conjunction with your other trusted advisors, in the following areas:

Trust & Estate Planning

• Complete review of your objectives
• Estate tax minimization
• Trust document review

Tax Planning

• Income tax reduction   strategies
• Gifting options and   opportunities

Retirement Planning

• Current analysis of retirement goals
• Investment advice consistent with   timing of retirement
• Periodic review and updates

Charitable Planning

• Complete review of your   objectives
• Discussion regarding   charitable options

 

Custody & Investment Mangement Services

Custody

• Safekeeping of all securities through Bank of New York
• Collect dividends, interest, and bond proceeds on maturity or call
• Pay bills including tax estimates
• Sell or exercise right and votes proxies
• Perform a daily sweep of cash
• Provide easy access to no-load mutual funds
• Provide daily internet access to statement of transactions and   market value
• Provide monthly statement of transactions and assets with market   value
• Provide an annual tax summary

Note: Our agent custodian is Trust Company of Vermont for all securities. TCV's custodian and our ultimate custodian for all securities is the Bank of New York. All client reporting is done using the Sungard Trust Accounting System.

Investment Management

• Professional investment management of the assets in accordance     with the client's objective

• Performance monitoring and measurement through Investment   Scorecard, Inc.

• Custody of assets (see above)

Home  l  About Us  l  Services  l  Investment Group & Process  l  Our Fees
   Frequently Asked Questions  l  Contact Us 
Useful Forms  l  Trust Topics
Investment Newsletter  l  Our Board  l  Attorney Info  l  Community Room