About Fiduciary
Sophisticated investment management and an unrelenting focus on our clients are the foundations of Fiduciary Trust Company. Our clients value the firm’s ability to combine successful investing with trust services, estate and financial planning, and family office services to achieve their unique objectives. This integrated approach helps us to understand a client’s situation—now, and over future generations.
Founded in 1885 as a family office and incorporated in 1928, we now operate as an independent, privately owned wealth management firm supervising approximately $9 billion of assets for individuals, families and select charitable organizations.
Independence
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.
Company Facts
- Fiduciary Trust Company is an independent wealth management company, founded in 1885 and now privately owned by the firm's directors, employees and founding families.
- We have approximately $9 billion in assets under supervision.
- We employ open architecture in the management of our clients’ portfolios, providing access to top-tier investment managers across a broad range of traditional and alternative asset classes.
- Our wealth planning services include trust services; financial, estate, philanthropic, tax and retirement planning; family office services and estate settlement.
Our Address
- Fiduciary Trust Company
- 175 Federal Street
- Boston, MA 02110
- Telephone (617) 482-5270
- Contact Us
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