FTC Wealth Management Services for Brookline Bank Clients

Program Overview

Fiduciary Trust Company has established a special program for Brookline Bank clients to access tailored wealth management services that complement their Brookline Bank relationships. You will receive personal service from a dedicated, experienced Fiduciary officer who will provide custom wealth planning, investment management, trust, tax and other services to meet your unique needs. Your funds can also be seamlessly transferred between your Fiduciary and Brookline Bank accounts and you can access a special Brookline credit line tied to your Fiduciary accounts.

Fiduciary Trust Overview

Fiduciary is a privately-owned wealth management firm which takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Built for permanence, Fiduciary has served clients for over 135 years. Our client focus has enabled us to achieve a 98% annual client retention rate, and be the recipient of numerous industry awards for the quality of our services and innovation. With over $20 billion in assets under supervision, Fiduciary is small enough to be nimble and customized in the way we serve clients, while also having the scale for teams of experts in wealth planning, investment management, trust, tax, and other areas.

Fiduciary has had a special relationship with Brookline Bank in jointly serving clients for over a decade.

Service Offering

Fiduciary’s wealth management services are centered around providing custom advice and personal service delivered by a Fiduciary officer and supported by teams of experts. We are also a firm that operates on the fiduciary standard to serve in our clients’ best interests at all times to protect and grow your assets. Our key services include the following:

Wealth Planning

Fiduciary’s approach to wealth planning integrates financial and estate planning to provide a comprehensive roadmap to help provide financial security for you and your family. Our skilled planning team helps transform a potentially daunting process into an empowering experience, and can be viewed as an ongoing, seven-step process. Life is busy, but taking a moment to prioritize the financial well-being of your family can be time well spent. Ensure you obtain expert advice which our credentialed professionals in financial, estate and tax planning, and investment management can provide for you and your family.

Learn More: Is Your Financial House in Order?

Investment Management

Fiduciary believes that foundation of successful investing requires a disciplined process managed by experienced professionals who are focused on their clients’ best interests. Our approach is built around a set of fundamental beliefs that focus on long-term asset allocation, a broad investment universe, attention to behavioral biases that can hinder decision making, sensitivity to taxes and fees, and examination of environmental, social and governance factors when making investment decisions.

Clients come to Fiduciary with unique missions, circumstances, and objectives. Therefore, one of the primary elements of Fiduciary’s portfolio construction process is to create custom investment solutions that reflect the distinct needs of each client.

Learn More: A Strategic Approach to Investment Decisions

Trust and Estate Services

An effective estate plan merges the practical and personal. Trusts are often the cornerstone of an estate plan. At Fiduciary, our advisors are highly skilled in managing the financial, legal, and tax issues that arise with trusts and estate settlement.

But technical skills are only part of what Fiduciary offers. Fiduciary’s professionals are also sensitive to the personal dimensions of your financial matters. We implement trusts that reflect your philosophy and your long-term hopes for the beneficiaries of the trust. We also apply this sensitivity in settling estates or assisting our clients with estate settlement.

We offer a flexible trust services model where Fiduciary can serve as a corporate trustee, co-trustee, directed trustee, or provide services for a client’s family member or other designee who serves as trustee.

Fiduciary also provides access to New Hampshire trusts through Fiduciary Trust of New England. New Hampshire has some of the most favorable trust laws in the country which can benefit individuals from across the U.S. and abroad. They include no state income and capital gains tax, asset protection, provisions for sustainable investment options, and a number of other valuable features.

Learn More: Naming a Trust as an IRA Beneficiary

Learn More: New Hampshire’s Trust Advantages

Philanthropic Services

Supporting charitable causes, through investments of both time and financial resources, is important to Fiduciary Trust and many of our clients. Determining the most effective way to give requires understanding your objectives and financial situation, as well as expertise in a variety of charitable giving approaches.

Through Fiduciary’s wealth planning process, your Fiduciary officer will take the time to understand your charitable goals and can establish a plan to guide your charitable giving. This can include determining what type of charitable giving vehicle, if any, will enable you to best accomplish your charitable objectives and minimize income, capital gains, and estate taxes.

Should a charitable giving vehicle be appropriate for your needs, we have the capability to help manage many types, including a special, flexible donor-advised fund program through Fiduciary Trust Charitable, private foundations, charitable remainder trusts, and other charitable vehicles.

Learn More: Using Donor-Advised Funds to Achieve Charitable Goals

Tax Services

Fiduciary also provides tax preparation services for individuals and trusts. Through consolidating your tax services with Fiduciary, you can reduce the time required to compile records, as Fiduciary can manage that process internally for Fiduciary accounts. Fiduciary also frequently partners with clients’ tax accountants.

Custody Services

Fiduciary also provides custody services to safeguard assets with a level of flexibility and personal service that are not typically available at large firms.

Getting Started

To learn more about how this program can help you achieve your goals, please contact:

Rick Tyson, Vice President, Fiduciary Trust Company, 617-292-6799 or tyson@fiduciary-trust.com

Investment Minimum: $2 million

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