Financial Planning and Strategy
We guide families in understanding and organizing their complex affairs, providing comprehensive, long-term strategies that align with their goals. We utilize robust technology to bring the holistic financial picture to life, modeling scenarios to make informed decisions about the future.
We collaborate with clients to identify objectives and levels of risk to create and execute a customized investment plan while maximizing tax efficiency. Our structure enables families to access the full range of investment opportunities leveraging our economies of scale.
Tax Compliance and Planning Services
We prepare individual, fiduciary, gift, charitable, and partnership returns, working collaboratively to provide coordinated, proactive tax planning advice.
Fiduciary and Trust Services
We have a long history of providing fiduciary services, either as trustee, executor, or custodian. Our experience, favorable location, and commitment to open communication ensure flexibility when structuring trusts.
Risk and Compliance Management
We review families’ comprehensive insurance needs, ensuring they stay up to date and covered as their situations change. We support administrative work including coordinating through brokers, paying premiums, and submitting claims.
Philanthropic Strategy and Administration
We help families establish and evolve their philanthropic goals and strategy, supporting the execution and management — from individual gifting to family foundations.
Governance and Education
We prioritize understanding the mission, vision, and values of each family and create opportunities to build trust and communication across generations through family meetings and guided interactions.
Under the New Hampshire Trust Code, flexibility is provided to the administration of trusts
Like granite itself, New Hampshire allows for trusts that can last in perpetuity, benefiting a grantor’s descendants for generation after generation.