Creating a Customized Wealth Plan

Comprehensive wealth planning can help provide you with improved investment results, reduced income and estate tax burdens, better protection of your family members, and a legacy for future generations. By incorporating both financial and estate planning, a comprehensive wealth plan reflects your particular goals and circumstances and will evolve with you over time.

Access Our Latest Wealth Planning Content:

Wealth Planning: Is Your Financial House in OrderThis 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.

About Fiduciary Trust Company:

Fiduciary Trust is a privately-owned wealth management firm focused on individuals, nonprofits, professional financial advisors, and family offices. Our capabilities include customized wealth planning, investment management, trust and estate administration (including access to New Hampshire trusts), and family office, tax and custody services. We have been delivering value to clients for over 130 years and have a 98% annual client retention rate. Based in Boston, we take a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests.

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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