Updated:
Estate Planners of New England
ESTATE PLANNERS OF NEW ENGLAND, LLC is an SEC-registered investment adviser in PORTSMOUTH, NH. The firm manages approximately $52 million in regulatory assets.
Overview
ESTATE PLANNERS OF NEW ENGLAND, LLC is an SEC-registered investment adviser in PORTSMOUTH, NH. The firm manages approximately $52 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
New England, United States
Frequently asked questions
Does the firm have a known posture on direct versus fund investments?
No specific deals or fund commitments are a matter of public record. Regional single-family offices of this profile often prefer direct ownership of hard assets—commercial real estate, timberland, or operating businesses—where they can apply their in-house legal expertise to structuring, rather than relying on third-party fund managers.
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