Working with Outside Professionals
Most of our clients have complex financial situations, with a host of needs and opportunities that demand a comprehensive approach.
At Fiduciary Trust, we collaborate with our clients' other counselors—legal, accounting, insurance, family office and many more—to ensure a well-coordinated, consistent approach to each unique situation, at the highest level of service.
Case Study
Mutual Respect
A new client was referred to us several years ago by an estate planning attorney, who decided that his client could use help with his financial planning.
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