Wealth is More Than the Accumulation of Assets™

It’s about the life you want to live. And the legacy you want to leave.

Our Services

Wealth Planning

2026 Key Year-End Planning Considerations

Investments – Markets

2026 Q4 Market Outlook: Investing in an AI-Driven Economy

Trust and Estates

New Hampshire’s Trust Advantages

Wealth Planning

2026 Key Year-End Planning Considerations

Investments – Markets

2026 Q4 Market Outlook: Investing in an AI-Driven Economy

Trust and Estates

New Hampshire’s Trust Advantages

Our Services

We help you simplify your financial life

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98 % average annual client retention rate for over a decade

  • Integrity

    We have a 140-year history of focusing on our clients’ best interests and a capital partner, GTCR, which enables greater investment in our client experience.

  • Personal Service

    Our experienced professionals take a proactive approach to meet your needs

  • Disciplined Investing

    Our investment approach is tax aware and customized based on your objectives

  • Expertise

    We provide access to teams of wealth planning, investment, trust, and other experts

We are proud to be recognized in the industry:
  • Best Fiduciary / Trustee Service – Private Asset Management Awards
  • A Top Wealth Manager – MLW Readers’ Survey
  • A Most Advisor-Friendly Trust Company – Wealth Advisor
View Our Awards
Our Clients

Committed to Excellence

Everything we are, we became by not just meeting but exceeding the needs of our clients.

Learn more about our offerings by client type:

Client Success Stories
We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization
After a client’s death, we cared for his daughter’s financial needs until she was an adult.
By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.
We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.
We enabled a family member to access additional care through our wealth planning process, which provided a funding plan as well as assistance identifying care options.
Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision.
See more stories

Let’s Start Your Success Story

  • One-on-one relationship with an experienced advisor
  • Wealth planning that integrates financial and estate planning
  • Customized, tax-aware investment approach
  • Access to the advantageous New Hampshire trust jurisdiction
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Discover Our Insights

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Wealth Planning

Is Your Wealth Plan Ready for What’s Next?

Whether you are revisiting an existing plan or considering important decisions for the future, our wealth planning guide can help you key identify questions to discuss with your family and advisors.
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Trust and Estates

Naming a Trust as IRA Beneficiary: Key Considerations

As the significance of IRAs has grown, it has become more common to name trusts as IRA beneficiaries. This article looks at key considerations for inherited IRAs and trusts.
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Wealth Planning

Financial Conversations with Family

Ongoing family discussions can help ensure wealth and values can be successfully passed on to the next generation.
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Fiduciary Trust News

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Fiduciary Recognized for Transition Support at Wealth Manage...

Fiduciary is pleased to announce that it has won the award for its RIA Custody Transitions initiative in the Custodians—Transition Support category at the 2026 Wealth Management Industry Awards.

Fiduciary Trust Company Names Sidney Queler President of Wea...

Fiduciary Trust is pleased to announce that Sid Queler has been named President of Wealth.

Fiduciary Trust Company Named a Top Charitable Contributor

Fiduciary Trust Company is pleased to have been named a Top Charitable Contributor in Massachusetts by the Boston Business Journal for the 14th consecutive year.

Fiduciary Trust Company Named a 2026 Top Wealth Manager by M...

Fiduciary Trust Company is proud to have been voted one of the best wealth management firms by Massachusetts Lawyers Weekly readers in the 2026 “Reader Rankings Awards”.

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