Publications and Announcements

We work hard to keep our clients informed on current market and economic trends, our investment strategy and a variety of wealth management topics.

Monthly Economic and Market Commentary

Read the most recent insights by our investment professionals.

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Fiduciary Updates

We are proud to share our success with you:

  • We celebrate our 125th anniversary this year
  • Our client retention rate is a remarkable 98%
  • New business hit a record high last year despite the challenging market environment
  • 60% of our new business comes from existing clients and their referrals

Fiduciary Perspective Quarterly Newsletter

Summer 2010:
Financial Conversations With Family

This issue of the Fiduciary Perspective takes an in-depth look at the importance of family discussions about money to help ensure wealth can be successfully passed onto future generations, preserving the family legacy.

Fiduciary Publications

Spring 2010 Selecting Investment Managers

Winter 2010 Funding a Revocable Trust

Fall 2009 Should You Convert Your IRA Into a Roth IRA?

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Contact Us

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  • © 2010 Fiduciary Trust Company
  • 175 Federal Street Boston, MA 02110
  • (617) 482-5270