For Advisors & Family Offices

We distinguish ourselves with advisors and family offices through delivering superior service and flexibility that are not available at today’s large firms.  We provide custody services and access to directed trustee, donor-advised fund, security-based lending, and other services that help you deliver additional value to your clients and grow your assets under management.

Fiduciary Trust of New England has been named a 2018 Best Advisor-Friendly Trust Company by Wealth Advisor, and Fiduciary Trust Company has been named the 2017 Best Independent Trust Company by Family Wealth Report.

Four points that differentiate Fiduciary Trust include:

WEALTH FOCUS:

Business built around advisors and family offices

  • Partner with 100+ mid-sized advisors and family offices in providing custody and trust services
  • Private firm with strong financial position and decades of profitability
  • Free from misaligned public company pressures
  • 130-year history

PERSONAL SERVICE:

A proactive approach customized to your firm’s needs

  • Clients have direct, long-term relationships with senior professionals
  • 25+ years’ average officer industry experience
  • Right-sized, well resourced, nimble firm
  • 98% overall average annual client retention for over a decade

EXPERTISE:

Access to solutions and specialists to grow your business

  • Directed trust, collateralized lending and other services
  • Access to advantageous New Hampshire trust laws
  • Trust, estate, and tax specialists
  • Marketing and trust specialist support to advisors

INTEGRATION:

Enables responsive service and quality

  • All client-facing custody and trust services are performed by Fiduciary employees
  • Cohesive operating model across custody functions
  • Unified SunGard platform
  • Commitment to exceptional quality

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

For more information, please contact:

Scott S. Sumner
Head of Custody
Fiduciary Trust Company
617-574-3426 | ssumner@fiduciary-trust.com

Michael N. Costa
President and Chief Executive Officer
Fiduciary Trust of New England
603-695-4321 | mcosta@fiduciary-trust.com

Alternatively, you may fill out our form and we’ll contact you.

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