Fiduciary Trust Company has been named a Top Three Wealth Manager by the readers of Massachusetts Lawyers Weekly ▸
Jody King, Vice President and Director of Financial Planning, is a finalist for the Family Wealth Alliance Thought Leadership Award. ▸
Fiduciary Trust was named a 2018 top 100 charitable contributor by the Boston Business Journal. ▸
Fiduciary Trust was named by Wealthmanagement.com a Custody Award finalist in the Corporate Social Responsibility/Diversity Initiatives category. ▸
Hans Olsen joins as CIO and John Morey as Head of Client Service and Business Development ▸
Fiduciary Trust Charitable lowers the minimum to open an advisor-managed donor-advised fund to $50,000. ▸
Jody King is promoted to the newly-created position of Vice President and Director of Financial Planning. ▸
Over the past year, Fiduciary Trust and its officers have been recognized for excellence in the industry over a dozen times. ▸
Patricia Schatzlein Smock will counsel FTC clients in the areas of tax, trust, and estate planning. ▸
Fiduciary Trust is honored to have received the 2018 award for Best Fiduciary or Trust Services from Family Wealth Report. ▸
