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

Investments – Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Wealth Planning

Is a 401(k) Rollover to an IRA Right for You?

Trust and Estates

Estate Planning Guides

Investments – Markets

A Market in Transition: 2026 Q2 Outlook on Geopolitics, AI, and Credit Markets

Wealth Planning

Is a 401(k) Rollover to an IRA Right for You?

Trust and Estates

Estate Planning Guides

Our Services

We help you simplify your financial life

Woman drinking coffee

98 % average annual client retention rate for over a decade

  • Integrity and Permanence

    We are a private firm with a 140-year history of focusing on our clients’ best interests

  • 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

2026 Award Winner – Best Fiduciary / Trustee Service &
Named a Most Advisor-Friendly Trust Company

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
Get in Touch

Discover Our Insights

View All Insights
Houses
Investments – Markets

Is the Housing Market About to Turn? How Housing Can Impact the Economy

Housing plays a pivotal role in the U.S. economy, representing roughly 18% of GDP and nearly one-third of household spending. Its sensitivity to interest rates and consumer sentiment makes it both a reflection of broader economic conditions and a potential driver of future trends.
NH mountains and sunset
Trust and Estates

New Hampshire’s Trust Advantages

New Hampshire provides distinct advantages for trusts, such as no state income tax, directed trusts, perpetual trusts, and other benefits.
Information Security

Key Steps to Take If Your Identity Has Been Compromised

If you think your identity may have been compromised, or you know that you have been the victim of some form of identity theft, there are steps you can take to begin to restore your identity and limit additional headaches.
View All Insights

Fiduciary Trust News

See all news

Fiduciary Trust Company Earns Best Fiduciary/Trustee Service...

Fiduciary Trust Company is honored to have received an award for Best Fiduciary/Trustee and Best Custodian at the 2026 Private Asset Management Awards.

2026 President’s Letter

Fiduciary's President & CEO Austin V. Shapard reflects on Fiduciary's 140th year in business while looking ahead to 2026.

D’Antuono Joins Fiduciary Trust Company as VP and Trust Co...

Fiduciary Trust Company (“Fiduciary”) is pleased to announce that Karen D’Antuono, J.D., has joined the firm as Vice President and Trust Counsel.

Fiduciary Trust Company Voted a Top Wealth Manager by Massac...

Fiduciary Trust Company is proud to have been voted one of the best wealth management firms by Massachusetts Lawyers Weekly readers in the 2025 “Reader Rankings Awards”.

Talk to a Fiduciary Trust Advisor

Let's Discuss Your Needs