Your Best Interest is Our Focus

We’ve built our firm around what’s most important to our clients. We take a personal approach based on deep expertise and a disciplined wealth planning and investment process that helps you realize your goals.

In our firm video, learn more about what makes Fiduciary Trust distinctive in the way we work with clients and the value we deliver:

Read our Recent Insights:

Wealth Planning: Is Your Financial House in Order?

This article highlights key financial and estate planning steps to help ensure that your near- and long-term objectives are met.

Wealth Planning Checklist

Our checklist highlights 14 legal documents and coverages that are important for you to review.

The Role of Sustainable Investing 

Sustainable and Impact Investing strategies, also known as Environmental, Social, and Governance (ESG) investing, is playing an increasingly important role in investment decisions. This article defines ESG investing and outlines the range of strategies investors use to pursue ESG investing goals.

NH Trust Advantages

New Hampshire is one of the best trust jurisdictions in the country, and is available to clients nationwide and globally. The Granite State’s advantages include no state income and capital gains tax on trusts, asset protection trusts, dynasty or perpetual trusts, directed trusts and other benefits.

Next Gen: Financial Conversations with Family

Having ongoing family discussions can help ensure values, financial discipline, and assets are successfully passed on to the next generation.

About Fiduciary Trust:

Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.

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. The firm’s client focus has enabled it to achieve a 98% average annual client retention rate for over a decade.

We have been the recipient of numerous industry awards including Best Fiduciary or Trust Services, Best Estate Planning and Advisory Service and Best Private Wealth Manager Over $5B. Learn more about our awards here.

To discuss how we can help you achieve your personal and financial goals, please contact Rick Tyson at 617-292-6799 or tyson@fiduciary-trust.com.

 

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