For Advisors
Partner with an Advisor-Friendly Trustee
McLane Middleton Trust Company partners with attorneys, accountants, financial advisors, and other professionals to deliver high-quality trust administration for their clients.
Our advisor-friendly model ensures that you retain your client relationships and investment management responsibilities, while we focus exclusively on the fiduciary and administrative aspects of trust services.
We do not offer investment products or manage assets, which allows us to work seamlessly with all outside investment managers and custodians of the client’s choice.
Our Approach
How We Work with Advisors
We provide seamless collaboration while respecting your client relationships.
Unbundled Administration
We don’t manage investments or provide legal advice. We administer trusts per governing documents.
Directed Trusts
You or your client’s advisor retain control over investment decisions completely.
Collaboration
We coordinate asset transfers, distributions, and tax reporting seamlessly with your team.
NH Advantage
Your clients benefit from modern trust laws, robust asset protection, and tax efficiency.
Trust Types
Types of Trusts We Administer
Directed & divided trusts
Delegated trusts
Asset protection trusts
Dynasty trusts
Charitable trusts
Life insurance trusts
Special needs trusts
GRAT & SLAT trusts
Benefits
Why Partner with Us?
Enhance your service offering while maintaining complete control of client relationships.
Preserve Client Relationships
No competition for investment management – your client relationships remain intact and secure.
NH Trust Advantages
Enhance your service offering with NH’s trust law advantages including tax benefits and protection.
Expert Support
Rely on our experienced team for compliance, reporting, and fiduciary oversight.