Trust Department

Trusts are an important estate planning tool for a growing number of individuals and families. With the emergence of sophisticated estate and tax planning strategies, effective investment management requires coordination of the investment and planning processes. The depth and breadth of our professional staff is integral to our ability to provide the highest quality trust services in an increasingly complex wealth management environment.

H.M. Payson & Co. has been providing trust and fiduciary services for nearly 40 years. Prior to incorporation in 1987, the firm's individual partners served as trustees; today, we are a Maine-chartered trust company. Although our corporate structure has evolved, many of these same individuals remain with the firm today applying their collective years of trust experience for the benefit of our clients. Among the senior trust administrators at H.M. Payson & Co. are: John Walker (35 years), Tom Pierce (30 years), and John Knox (25 years).

Trust administration at H.M. Payson & Co. is overseen by a Fiduciary Services Committee comprised of a team of professionals versed in the disciplines of investments, tax and estate planning: