Omnibus Trust
Your affairs,
expertly managed.
Their life's work,
expertly protected.
A dedicated steward for the all phases of your life. The peace of mind of a chartered trust company, with complete transparency.
A dedicated steward to manage your parent's estate day to day. Complete transparency for you, total peace of mind for them.
Everything is
taken care of.
What we manage
Frictionless Transition
-
I
The Consultation
A private assessment of your accounts, properties, and current financial friction points. -
II
The Match
Review profiles of elite stewards curated specifically for your estate's complexity. -
III
The Briefing
A detailed strategy session. We move forward only when absolute clarity is achieved. -
IV
The Execution
Complete delegation. Bills, filings, and calls are handled seamlessly behind the scenes.
See everything. Do nothing.
A live dashboard tracking every action your steward takes on behalf of the family estate.
Estate Valuation
- Liquid Reserves$125,000
- Market Portfolio$1.2M
- Trust Assets$850,000
- Real Estate$2.4M
Recent Actions
- Today, 9:00 AM
Intercepted and blocked an unauthorized telemarketing solicitation.
- Yesterday
Processed quarterly property taxes for the coastal residence.
- Monday
Completed the scheduled quarterly portfolio review.
"Time returned to what matters."
The questions people ask before they trust us with this.
What do you need from me to start?
A conversation, and then a list of what exists. Accounts, bills, property, income, and anyone already helping. Most people cannot produce that list from memory and that is fine, because building it is the first thing your steward does.
What does a normal week look like?
Bills are reviewed and paid. Statements are reconciled against what was supposed to happen. Calls and mail get handled. At the end of it, a short note goes to you and to anyone you have added, saying what was done and what is coming.
Why should I trust you with my wealth?
We are a New Hampshire–chartered trust company acting in a fiduciary capacity: we are supervised and examined by the NH Banking Department and audited annually by an independent CPA firm. Your assets are held at a third-party custodian (BNY Pershing), never by us. Your steward is your personal Investment Officer, a named person, backed by an institution that outlives them, whom you can change at any time.
How are you different from a wealth management firm or RIA?
An RIA only manages your portfolio. It can't hold your power of attorney, and it can't serve as your trustee or executor when you die, because it isn't chartered to. Those jobs fall to a family member, a lawyer, or no one you've named. As a New Hampshire trust company, we can do all of it: discretionary investment manager, agent under your durable power of attorney or as trustee, and executor after. And where an RIA's key asset is the people in it, subject to retirement, acquisition, and turnover, a chartered trust company is a supervised institution with a board, capital requirements, and examination by the NH Banking Department, built to outlast the people who work here.
Who can see the accounts?
Only the people you name. You decide who gets observer access and you can remove it at any time. An observer sees everything and can move nothing.
What if I do not like my steward?
You say so and we move you. Your history and your records move with you, so you do not sit down and explain your life a second time.
What happens if my steward leaves?
A second steward already knows your file, because that is how we cover illness and vacations. You meet that person early, before there is any reason to need them.
Do you replace my accountant or my attorney?
No. We work alongside them and give them what they ask for without you having to be the middleman. If you do not have either one, we can tell you what kind of help the situation calls for, and you choose the person.
What does it cost?
1% assests under administration or less depending on your needs. One fee covers the steward, the app, and everything described on this page. There is no hourly billing and no charge per transaction.For the price of a standard investment advisor, you get the benefits of a full family office.
