Corporate trustee

Selecting a trustee is a complex and highly personal decision. You must have confidence that the trustee can carry out the instructions at the heart of your trust documents, possesses the technical expertise to deal with taxation and other matters, is able to successfully manage trust assets and will deal professionally yet sensitively with trust beneficiaries. Of equal importance, you should be certain that the trustee you choose will be able to serve for the term of your trust—a period that can span generations.

Only a corporate trustee—a corporation legally empowered to act as trustee—can meet all these requirements. At Fiduciary Trust, we have served as corporate trustee since 1885, offering our clients the assurance that their financial and investment affairs will be dealt with expertly, and that future generations of their families will be advised by an institution—and financial professionals – committed to the same high standards of integrity, professionalism and personal attentiveness. Continuity is one of the three principal strengths of Fiduciary Trust—continuity made possible by our role as corporate trustee.

Financial counsel for beneficiaries

If you are the beneficiary of a will, trust or insurance policy, you may be encountering unfamiliar financial and investment responsibilities. We can help you define your financial needs and goals, translate them into an investment objective and manage your assets in the way that is most appropriate and effective for you.