Trust administration

A discipline that is distinct from both estate settlement and investment management, trust administration focuses on the ongoing supervision of trust assets, record keeping and reporting for the trust, and the provision of bill-paying and other services. Fiduciary Trust performs these functions with a unique combination of financial skill and sensitivity to the needs and preferences of trust beneficiaries.

Custody and safekeeping of assets

Fiduciary Trust has the professionals and systems in place to provide accurate and timely record keeping and trust accounting, comprehensive reporting, collection and distribution of income, and tax services. In addition, we monitor corporate actions for any potential impact on your holdings and help ensure that proxy requests and shareholder voting are handled efficiently.