How Advisors Can Work with Trust Companies to Benefit Their Clients

In an interview with The Wealth Advisor, President & CEO of FTNE Mike Costa, explains how trust capabilities and the right partner can strengthen advisor relationships.

At Fiduciary Trust of New England (FTNE), we believe trust capabilities are no longer optional for advisors serving sophisticated clients—they are essential. In an interview with The Wealth Advisor, Mike Costa, President and CEO of FTNE, shares Fiduciary’s perspective on how the right trust partner can strengthen advisor relationships.

Key topics include:

  • Why trust capabilities are essential for advisors working with high‑net‑worth clients
  • The strategic advantages of New Hampshire as a trust jurisdiction
  • What true advisor partnership looks like in practice
  • How Fiduciary can support advisors

Learn more about our services for advisors here.

Authors

  • Michael N. Costa, CFAPresident, Fiduciary Trust of New England
    Mike is the President and CEO of our New Hampshire affiliate, Fiduciary Trust of New England, where he also serves as a director of the Company and member of the Trust and Investme...

The opinions expressed in this publication are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute legal, tax or accounting advice and clients should discuss any proposed arrangement or transaction with their legal or tax advisors.

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