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U.S. Trust Services

As a state chartered, non-depositary trust company (NDTC) with operating offices in both New Hampshire and South Dakota, we provide premier trust administration and family office services.

We offer administrative trustee and family office services to high- and ultra-net-worth families from all over the world, providing them access to the well-established advantages of New Hampshire and South Dakota’s trust and tax laws. We can accommodate any trust governance structure to serve the strategic goals of our clients’ families.

Our unique multi-participant trustee model aims to strike a healthy balance between individual flexibility and company oversight. Enabled by the modern trust laws in New Hampshire and South Dakota, families can maintain control over investment decisions but rely on IQ-EQ as a professional trust company for back-office administrative trustee services.

The combination of our unbundled services model, our industry expertise and our a la carte fee structure allows families to choose only the services they need, without disturbing existing relationships with financial managers and other trusted advisers.

Under a multi-participant trust arrangement, we carry out the administration of the trust as directed by the family and/or its advisors. The family retains control of the trust’s investment decisions – either selecting the types of investment assets (equities, real estate, private businesses etc.) or the investment professionals who manage them.

Regarding discretionary distributions to trust beneficiaries, we may also be directed by an independent trustee, chosen by the family. While we can serve as distribution trustee for many trusts, some families prefer to have an extended family member or other associate determine the amounts and the timing of the discretionary distributions.

Our business practices and attention to detail maintain that the integrity of your estate plan. Our multi-participant trustee model supports a collaborative, team-based approach to multi-generational wealth planning – we complement your existing advisors, we never compete with them.

Useful links:

New Hampshire Trust Council

South Dakota Trust Association

  • One dedicated team
  • Unrivalled technical expertise
  • Committed service delivery

We understand that personal touch is essential in building strong relationships with our clients. That’s why we focus on both IQ and EQ, providing you with the customised support you need to achieve your investment objectives.

With an integrated, global approach, we can provide consistent and reliable trust services across the U.S.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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