An industry-leading shared family office.
Market Street Trust Company describes a client-owned shared-family-office model combining wealth services with corporate-trustee capabilities. Its heritage traces to the Houghton family’s single-family office in 1909, while the trust company states it was established in 1987 and became New Hampshire-chartered in 2019. These are distinct milestones, not interchangeable founding dates.
The model gives participating families access to a shared team while tailoring work to their priorities. The company describes an organisation focused on serving client owners rather than maximising profit; that description should not be read as a statement that it has nonprofit legal status.
Financial planning includes scenario analysis and coordinated attention to the family’s assets, liabilities and objectives. Investments are customised with tax considerations, and the service includes reporting and administration. Confirm the scope of discretion, asset coverage, liquidity needs and reporting responsibilities before a mandate begins; planning scenarios and investment objectives do not guarantee outcomes.
Tax services include individual and fiduciary returns and work involving gift, charitable and partnership tax matters. Trust capabilities include acting as trustee, executor or custodian. The exact role and governing documents determine fiduciary responsibilities, so families should identify the entities, jurisdictions, advisers and approval requirements involved.
Market Street also coordinates insurance with brokers, including review and premium administration; this is not a statement that it underwrites the insurance itself. Philanthropic work spans goals and strategy through gifting or family-foundation administration. Governance and education services use family meetings and guided interaction to support communication and decisions across generations.
The current leadership page names Kara Pass as President and CEO, Joe Aguilar as Chief Investment Officer, Bob Case as Chief Client Family Services Officer, Brendan Mitchell as Chief Fiduciary Officer and Toby McNeill as Chief Financial Officer. James Houghton chairs the board.
Headquarters is listed at 100 Market Street, Suite 302, Portsmouth, New Hampshire 03801, with contact telephone +1 800 962 6876. Use the official contact route to discuss the shared-family-office model, ownership arrangements, service scope, minimum requirements and fees. The reviewed pages do not establish a universal price or minimum engagement size.
Sources: model and history; services; current leadership; contact. Reviewed 1 November 2026.
Strengths. Client ownership aligns interests; Favourable New Hampshire trust law; Century-long family office heritage.
Watch-outs. Client-owned model does not imply nonprofit legal status; Trust and tax responsibilities depend on governing documents and jurisdictions; Insurance coordination is distinct from underwriting; Investment results and planning scenarios are not guaranteed; Fees and eligibility require confirmation.
Built for Private Wealth Owners / Principals.
Families evaluating a client-owned shared-family-office model with planning, investments, tax and trust administration. Confirm ownership arrangements, service scope and fiduciary roles directly.
Yes
Contact the Portsmouth headquarters through the official website or +1 800 962 6876 to discuss the responsible team, reporting and service arrangements.
Discuss family objectives, entities, assets, fiduciary arrangements and existing advisers. Agree ownership and service terms, investment discretion, reporting, tax responsibilities and fees.
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