Services
Personal
Trust & Planning Services
The
New Hampshire Trust Company can assist you, in conjunction
with your other trusted advisors, in the following areas:
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•
Complete review of your objectives
•
Estate tax minimization
•
Trust document review |
•
Income tax reduction strategies
• Gifting
options and opportunities |
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•
Current analysis of retirement goals
•
Investment advice consistent with timing
of retirement
•
Periodic review and updates |
•
Complete review of your objectives
•
Discussion regarding charitable options
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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)
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