Overview
“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 focus on our clients’ best interests and provides clients with objective and comprehensive wealth planning, investment management, trust, estate settlement, and other services.
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.
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Integrity & Permanence
A private firm focused on your best interests
- Private ownership and free from misaligned objectives
- 140-year history of integrity and financial stability
- No incentives from third-party investment managers
- Corporate trustee powers to serve across generations
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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
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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
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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
Sustainability at Fiduciary Trust
As a firm that has been serving clients for 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.
About Fiduciary Trust Company
Fiduciary Trust Company is a private wealth management firm dedicated to serving high-net-worth individuals, families, and institutions. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance, and a genuine commitment to act in its clients’ best interests. We understand that wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. That belief has guided our work for over 140 years, and it shapes every relationship we build today.
What We Do
Fiduciary’s capabilities include comprehensive wealth planning, customized investment management, trustee and estate services, a philanthropic services, and family office, tax, and custody services. Our clients benefit from direct, one-on-one relationships with senior professionals who are supported by an integrated team of specialists.
We also provide access for clients nationwide to New Hampshire’s advantageous trust laws through Fiduciary Trust of New England.
Clients have direct access to investment, trust & estates legal, planning, and tax experts, supported by a customized investment approach that considers income, capital gains, and estate tax consequences.
Who We Serve
Fiduciary Trust Company works with individuals and families who seek objective, expert guidance to grow, protect, and transfer their wealth across generations. Fiduciary’s comprehensive wealth management services are focused on high-net-worth individuals and families across the country and include highly personalized service and robust in-house wealth planning, investment management, and trust capabilities. The firm also provides custody and trustee services nationwide to third-party financial advisors’ clients and family offices.
What Sets Us Apart
Integrity & Permanence
Fiduciary Trust is a private firm with a 140-year history of focusing on our clients’ best interests. We maintain a transparent fee structure, with no incentives from third-party investment managers, and corporate trustee powers to serve clients across generations. We are focused on our clients’ best interests and committed to the fiduciary standard.
Personal Service
Our experienced professionals take a proactive approach customized to each client’s needs. Clients have direct relationships with senior professionals, and our officers bring more than 20 years of average industry experience.
Disciplined Investing
Investment portfolios are tailored to client needs, with a focus on income, capital gains, and estate tax consequences, along with access to alternative investments and a disciplined process maintained across market cycles.
Expertise
Our clients benefit from direct access to our teams of experts in wealth planning, investment management, trust and estates legal, philanthropy, tax and other areas. Our professionals are highly experienced in serving high-net-worth and ultra-high-net-worth families. In addition, our team is well credentialed, with many of our professionals earning the Certified Financial Analyst, Certified Financial Planner, Certified Trust and Financial Advisor designations. And our Trust and Estates legal team’s attorneys have partner-level private practice experience with education from some of the most respected law schools in the country.
We are also experienced in providing clients nationwide access to New Hampshire’s advantageous trust laws through Fiduciary Trust of New England.
Proven Results
Our client focus has enabled us to achieve a 98% average annual client retention rate. We believe that figure reflects the trust our clients place in us, not just for years, but for generations.
Industry Recognition
Fiduciary Trust Company is honored to have been recognized in the industry more than 40 times in the last five years. Recent highlights include:
- Best Fiduciary/Trustee Service — 2026 Private Asset Management Awards
- A Top Wealth Manager — 2025 Massachusetts Lawyers Weekly Readers’ Rankings Awards
- A Most Advisor-Friendly Trust Company — 2026 Wealth Advisor
- Innovative Offering Award (Americas) — 2025 WealthBriefing Wealth for Good Awards
- A Top Charitable Contributor in Massachusetts — 2025 Boston Business Journal, named for the 13th consecutive year
- Best Custodian — 2026 Private Asset Management Awards
- Five Star Professional — Jody King, JD, CPA, Vice President and Director of Wealth Planning, 2026