Services

​A trustee manages assets for the benefit of someone who can’t do so effectively themselves, either because they are too young, have a cognitive disability, or for some other reason.

A trustee may also serve as the legal owner of assets when the true owner wants to remain anonymous or to reduce legal liability or tax burden.

Donald serves as both a custodial trustee, managing and investing liquid assets and alternatives such as commercial real estate, and as a directed trustee under New Hampshire’s progressive Trust Code.

Typical services include: 

• investment management,

• understanding the needs and capabilities of the trust’s beneficiaries and using judgment to meet those needs in accordance with the wishes of the trust’s creator

• handling administrative matters such as bookkeeping, reporting financial performance to the beneficiaries, and working with the trust’s tax accountant.