Personal Trustee Services
Aegis Trust Company is a non-depository trust company that provides directed trustee services. Trust Aegis to manage, protect, and grow your wealth through personalized trust management.
Seek a trusted fiduciary partner in Aegis to provide objective oversight and safeguard your interests.
A corporate trustee professionally manages and administers your trust assets, ensuring compliance with your directives and safeguarding your financial interests. With seasoned professionals handling your estate, you can experience peace of mind knowing we will fulfill your wishes.
Trust Aegis to safeguard your assets and legacy.
Our Role as a Corporate Trustee
As a corporate trustee, Aegis has professional expertise in trust administration and management. Among other services, Aegis distributes income and/or principal to beneficiaries in accordance with the trust agreement and also provides trust tax return preparation, recordkeeping, and other administrative duties.
As a corporate trustee, Aegis is regulated and monitored by governmental agencies and state and federal laws. We are subject also to internal and external audits ensuring that our clients receive professional service.
Asset Management
We partner with experienced registered investment managers.
Objective Execution
We carry out your wishes without emotional bias.
Institutional Accountability
We adhere to all state and federal trustee regulations and laws.
Custodial Services
We work with a major asset custodian to safeguard your assets.
We believe in administering personal trusts with unwavering integrity and commitment to your wishes.
Benefits of Establishing a Trust in New Hampshire
We can help you establish your trust in New Hampshire, a state with numerous advantages for trust administration, making it an appealing option regardless of the grantor’s or beneficiary’s state of residence.
Corporate Trustee FAQs
What is a Corporate Trustee?
A corporate trustee is a professional organization responsible for managing and administering a person's trust assets according to the trust's terms.
What is the value of a Corporate Trustee?
A corporate trustee helps preserve family wealth and legacy by expertly managing and protecting assets within a trust structure.
What are the responsibilities of a Corporate Trustee?
A corporate trustee handles asset management, executes trust instructions, maintains detailed records, and ensures compliance with legal and regulatory standards on behalf of an individual.
Why use Aegis Trust Company as your Corporate Trustee?
Aegis Trust Company offers expert administration and trust management, personalized service, and a commitment to safeguarding your legacy.
What is the difference between “directed trusts” and “delegated trusts”?
In a delegated trust model, a single trustee handles these three key responsibilities: managing administration, making distribution decisions, and overseeing investments.
Conversely, in a directed trust model, these responsibilities are shared among multiple advisors, allowing specialized management of each area.
What are directed trust services?
Directed trust services allow trust companies to split responsibilities, specifically focusing on administration and accounting, while investment management and other functions are handled separately. This approach gives the grantor of the trust the flexibility to designate specific roles to different advisors, rather than using a single entity for all trust functions.
What kinds of trusts does Aegis administer?
Aegis administers a variety of trusts, including:
Revocable Living Trusts: These trusts help avoid probate, protect privacy, and control inheritance distributions.
Dynasty Trusts: Designed to minimize estate taxes and facilitate wealth transfer over multiple generations.
Decanting Non-New Hampshire Trusts: Allows the modification of terms in an irrevocable trust.
Non-Grantor Irrevocable Life Insurance Trusts: Offers specific arrangements for life insurance policies.
New Hampshire Asset Protected Non-Grantor Trust: Provides asset protection against potential creditors.
Take Your Next Step
Learn how we can partner with you as your corporate trustee to oversee your individual trust.
Tomorrow starts here. Trust Aegis.
Create a thriving work environment and a lasting legacy.
