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Thursday, November 20, 2008 |
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Our Services
To download our Trust Services brochure, click here (164KB PDF).
Trust Services Heritage Trust Company of New Mexico is the leading independent trustee in northern New Mexico. We serve as trustee for over 100 clients, with total assets valued at over 42 million dollars. Our clients include:
At HTrust, we pride ourselves on providing assistance beyond the routine settling of estates and the simple management of assets. We are here to provide the highest quality trust services to meet your particular needs. Financial Planning Services At HTrust, we start with a firm understanding of where you are now and your goals and dreams for the future. We will meet with you to review your assets and liabilities and to discuss your current needs and goals for the future. We can develop a written plan, which sets forth the best strategy for meeting your financial needs and goals. We will then work with you to refine the plan and then follow up with face-to-face meetings to be certain the plan continues to serve you. Tax Planning and Preparation Tax planning is essential to sound financial planning. With our training as CPAs, and our in-depth and up-to-date knowledge of tax laws, we can help you develop a plan that considers tax consequences ahead of time. Estate Planning As part of our financial planning with you, we will look at your goals for your family’s future. We will help you make the best choices for a secure future for all of your loved ones. Planned Giving With our knowledge of planned giving techniques, we will explain the benefits and restrictions of all planned giving options that are available to you. We will help you understand the best ways to provide security for you and your family, as well as provide for charitable organizations you are interested in supporting. We will make sure that you have selected the techniques that are right for you. Investment Management Services At HTrust, we can serve as your investment manager. We can help you develop an investment strategy and portfolio or select particular investments that match the degree of risk you are willing to accept, and any other concerns you may have. As a trust company we can buy and sell stocks, bonds and mutual funds through a custodial arrangement with an internationally known brokerage firm. Family Office Services To download our Family Office Services Brochure, click here (144KB PDF) At HTrust, we can serve as your financial concierge. We can tailor financial services to your specific needs, such as helping you with bill-paying and record-keeping, preparing and tracking estimated tax payments and providing clear, understandable financial statements. We will help you keep your finances up-to-date, while allowing you the freedom to focus on more important matters in your life. In addition, we can manage and supervise medical care-givers, housekeepers and maintenance people, including payroll, supervise property/home maintenance, manage personal mail, and execute investment decisions and charitable giving directives. Our service is affordable and time-saving, and you can trust that your (or your family member’s) personal and financial matters are in capable hands. |
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