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VerifiedTrusts and Estates· Founded 2019

Northeast Private Trustees

Independent trustee for your clients. Successor trustee for you. Professional trustees have traditionally been of two varieties: the bank trust company or law firm. While each of these has their strengths – size and sophistication vs. personal touch – they are not a good fit for everyone. Northeast Private Trustees offers clients a trustee who knows their family, together with the permanence they would find in an institution. We collaborate with longtime financial advisors and family for a perfect blend of family rapport, professionalism and confidence. We were Founded with Family in Mind. When the time comes, Northeast Private will handle all the trust administration, as trustees were meant to do, freeing up families to be family, nothing more. And, freeing financial advisors, lawyers and accountants to do what they do best. To Guard and to Guide. For the long haul, we exist to be the sentry at the door to guide family wealth and well-being. We will be in a continual relationship with beneficiaries and advisors, producing the results clients always wanted for their families. We administer trusts in Massachusetts or New Hampshire. The trusts can originate from anywhere in the country.

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Employees7(1 to 10)Founded year2019Websitenetrustees.comLinkedIn profileLinkedIn

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Top roles at Northeast Private Trustees

4 distinct titles indexed · top 4 shown.

  • 3trust officer
  • 1firm administrator
  • 1senior trust administrator
  • 1senior trust advisor

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