Nixon Peabody Trust Company

No. Nixon Peabody Trust Company is a state-chartered trust company regulated by the New Hampshire Banking Department, not an SEC-registered investment advisor. It serves as a directed trustee, meaning it executes investment policy under the instruction of family-designated advisors rather than providing discretionary asset management.

Nixon Peabody Trust Company is an affiliate of Nixon Peabody LLP, a global law firm with more than 600 attorneys. The trust company was established as a separate legal entity to offer fiduciary services — including trustee, estate administration, and custody roles — for clients whose legal matters are often structured by the private-client attorneys within the law firm.

New Hampshire is one of the leading jurisdictions for directed trusts, with statutes that permit a trustee to follow the investment direction of a family-appointed advisor while limiting the trustee's liability for the performance of those directed assets. The state also imposes no income tax on trust accumulations, making it an attractive situs for multigenerational wealth-transfer structures.

No. The trust company does not operate proprietary pooled vehicles or discretionary investment strategies. Its role is to accept and execute investment directions from the family or their external advisor, provide custody and administrative oversight, and ensure all trust activity complies with the governing instrument and applicable state law.

The trust company primarily serves high-net-worth families whose estate planning and tax counsel originates from Nixon Peabody LLP. It is not marketed as a standalone wealth-management brand. Most client relationships arise through the law firm's private-client group, which advises on estate, tax, and philanthropic planning.

No. Unlike registered investment advisors, state-chartered trust companies are not required to publicly file Form ADV with the SEC. Nixon Peabody Trust Company has not published aggregate AUM or assets under administration figures in any publicly available report or regulatory filing.

In principle, a directed trust chartered in New Hampshire can accept appointments from external advisors. In practice, Nixon Peabody Trust Company appears to serve primarily as the fiduciary counterpart to estate plans drafted by Nixon Peabody LLP attorneys, though it may accept trust roles where independent counsel structured the vehicle. No public marketing materials soliciting external advisor relationships have been identified.