Services for Advisors & Family Offices

At Fiduciary Trust Company, we distinguish ourselves with advisors and family offices through delivering superior service and flexibility that are not available at mega firms. We provide custody services, and access to New Hampshire directed trusts, a donor-advised fund program, securities-based lending and other services that help you deliver additional value to your clients and grow your assets under management.¹

Below is more information on our services:

New Hampshire Trusts

With only about 10 percent of registered investment advisors offering trust capabilities, your ability to offer trust services provides a significant competitive advantage that can help you retain existing clients and grow your business. Fiduciary Trust of New England is a New Hampshire-chartered trust company, providing third-party advisors’ clients and family offices access to the advantageous New Hampshire trust laws. Through our directed or delegated trustee services, advisors can manage a trust’s assets, while we provide trust administration and other trustee services. You continue to manage the client relationship. In addition to providing trust services, we can also support you with marketing material and specialists to help you cultivate your trust business.

Learn More: NH Trust Services

Custody Services

At Fiduciary Trust, we’ve been a bank custodian for over 90 years, spanning events such as the Great Depression, the Great Recession, and two World Wars. Through it all we have demonstrated a soundness and permanence in a tumultuous world. We employ world-class trade-date trust accounting software that provides full tax-lot accounting and reporting as well as a true segregation of principal and income cash. We have experience with accounts of all shapes and sizes, and the technology and expertise to account for client situations today and as their needs evolve.

Although we view robust systems as essential, we never attempt to replace human interactions with technology simply to enhance our margins. We provide a highly engaged and personally tailored model that will get things done right for your clients the first time.

With Fiduciary Trust, you get precision, timeliness, and decisions rooted in common sense. Our custody capabilities include a range of services and have the ability to address non-traditional or complex asset types, where needed.

Learn More: Custody Services

Donor-Advised Funds Program and Other Services

We can also provide advisors with access to advisor-managed donor-advised funds with tailored investment management (sponsored by Fiduciary Trust Charitable), securities-based lending, tax services, estate settlement, and other services.

Learn More: Donor-Advised Fund Program

 

For more information on Fiduciary Trust’s custody, trust, and other services for RIAs and Family Offices, visit Fiduciary-Trust.com/for-advisors or contact:

Scott Sumner, Vice President & Head of Custody, at 617-574-3426 / ssumner@fiduciary-trust.com
Michael Costa, President of Fiduciary Trust of New England at 603-695-4321 / mcosta@fiduciary-trust.com

 

¹ Directed trustee and other New Hampshire trust services provided by Fiduciary Trust of New England; securities-based lending provided through third-party partnerships; donor-advised funds are sponsored by Fiduciary Trust Charitable

 

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