“We focus on providing distinctive client service and positive outcomes for our clients across generations.”

Austin V. Shapard, President & CEO

Our History

A Steadfast Commitment to Our Clients

Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout our history, Fiduciary has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. As a privately-held company, unfettered by the demands of Wall Street or a public parent company, we have maintained a steadfast commitment to long-term alignment with client objectives.

year history of integrity and financial stability
0 %
average annual client retention rate for over a decade
0 B+
in assets under supervision as a right-sized, well-resourced, nimble firm

The Fiduciary Trust Difference

We understand that wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.

  • Integrity & Permanence

    A private firm focused on your best interests

    • Private ownership and free from misaligned objectives
    • 138-year history of integrity and financial stability
    • No incentives from third-party investment managers
    • Corporate trustee powers to serve across generations
  • Personal Service

    Proactive approach customized to your needs

    • Clients have direct relationships with senior professionals
    • 20+ years average officer industry experience
    • A la carte service offerings
    • 98% average annual client retention rate for more than a decade
  • Disciplined Investing

    Proven techniques focused on client net returns

    • Investment portfolios tailored to client needs
    • Consider income, capital gains, and estate tax consequences
    • Strong returns
    • Sustainable investments
    • Focused on buying power over market cycles
  • Expertise

    Breadth, depth and focus to help you realize your goals

    • Financial planning, investment, trust, estate & tax specialists
    • Industry-leading custodial services
    • Access to advantageous New Hampshire trust laws

Our President’s Letters

Our President & CEO, Austin V. Shapard, publishes an annual letter to shareholders summarizing the past year’s achievements as well as highlighting priorities for the coming year and beyond. For those seeking to learn more about Fiduciary Trust, these notes provide additional insight into the accomplishments and strategy of the firm.

We are honored to be the recipient of more than 40 industry awards over the past five years.

Sustainability at Fiduciary Trust

As a firm that has been serving clients for nearly 140 years, we appreciate the importance of securing a long-term future for our clients, our employees, and the world around us.

Diversity, Equity, & Inclusion

At Fiduciary Trust, we believe diversity, equity and inclusion (DEI) in our work environment plays an important role in the success of our clients, employees, and firm.

Two Fiduciary Trust Colleagues in a Meeting

Join our team

Learn about Careers at Fiduciary Trust

Let’s Start With a Conversation