Explore Fiduciary Trust


For more than a century, the sole focus of Fiduciary Trust has been to help individuals, families, and select charitable organizations protect and grow their wealth. Based on that experience, we understand the importance of developing investment strategies that can succeed in both bull and bear markets. Many of our clients benefit from multigenerational trust relationships that only a corporate trustee can provide. Fiduciary's clients value our investment and trust experience, combined with our estate, tax and retirement planning services.


We are privately held by our employees, directors and founding families. As an independent company, we provide clients with stability and sophisticated investment advice uncompromised by the demands of Wall Street or a parent company. We have no products to sell, allowing us to make objective recommendations that help our clients meet their financial goals, and pass on their wealth with confidence.


Long-term relationships with our clients and their families are an integral part of the service we provide. The average tenure of our professionals with Fiduciary Trust is 15 years. Because of their tenure and loyalty to Fiduciary, our professionals also form very loyal and personal relationships with our clients. This level of service and commitment is rare in today's financial environment. It is also one of the main reasons we have a 98 percent client retention rate.

Fiduciary Trust Insights

Fiduciary Perspective Quarterly Publication

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Why the Granite State Rocks in Trust Administration

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Ten Items to Consider When Turning 18 and Heading to College

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Building an All-Weather Plan for Retirement

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Company News

  • FTC ranked 6th Largest Independent Adviser in Massachusetts by the Boston Business Journal
  • Peter Andersen joins as Chief Investment Officer ... More »
  • Scott Sumner's article on the evolution of the custody industry was recently published ... More »
  • FTC recognized as a 2016 Top Charitable Company in Massachusetts by the Boston Business Journal
  • Watch a replay of our Q3 Market Outlook Webinar ... View Video »
  • FTC named as an award finalist in the Trust category by Wealthmanagement.com
  • NH affiliate named "One of the Best Advisor Friendly Trust Companies" ... More »
  • FTC wins "Highly Commended" recognition in the Best Wealth Manager over $5Bn category by Private Asset Management magazine
  • FTC recognized as a Top 10 Financial Advisor in Boston for a second year by Advisory HQ ... More »
  • Jody King named a Five Star Financial Services Professional in Boston Magazine ... More »
  • Bob Holdway to receive In-house Leaders in the Law Award by the Massachusetts Lawyers Weekly ... More »
  • FTC releases white paper highlighting adaptability options for long-term trusts ... More »
  • FTC establishes the Susanne Englert Coyne Fund for Women’s Lung Cancer at Brigham & Women’s ... More »
  • Austin V. Shapard, President & CEO, discusses FTC’s future with the Boston Business Journal ... More »

Company Facts

  • Our officers have 25+ years of industry experience and nearly 15 years with the firm on average
  • 98% client retention
  • 130 year history

  • Over $11 billion in assets under supervision
  • Independently owned by employees, directors and clients
  • Committed to the fiduciary standard of serving in clients' best interests

New Hampshire News

We are delighted to announce the formation of our New Hampshire affiliate, Fiduciary Trust of New England, and our office in Manchester, NH.

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Our New Hampshire Website »

Custody News

FTC is expanding its custody business which serves individuals, family offices, third party advisors and institutions.

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Custody Brochure »

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