Our Partnership with Professionals

At Fiduciary Trust, we have teams of experts in wealth planning, investment management, trust and estates, philanthropy and other areas to help our clients stay one step ahead. We partner with a variety of external professionals to help ensure clients receive comprehensive and integrated advice.

We have a long history of partnering with external advisors in a variety of capacities. We often work with trust and estate attorneys who draft estate documents and accountants who provide tax services so that we can most effectively serve our wealth management clients. We also partner with third-party financial advisors who serve as investment managers when we serve as trustee, manage investments for Fiduciary Trust Charitable’s donor-advised funds, or utilize our custody services.

Four points that distinguish Fiduciary Trust include:

Wealth Focus

  • 135-year history of integrity and financial stability
  • Free from misaligned public company pressures
  • No proprietary investment products
  • No incentives from third-party investment managers for directing assets to their funds

Personal Service

  • Proactive approach customized to clients’ needs
  • Single point of contact with an experienced, senior professional
  • Average officer experience of 20 years
  • Right-sized, well-resourced, nimble firm with $17 billion in assets under supervision
  • 98% annual client-retention rate
  • Recognized as the “Best Independent Trust Company” by Family Wealth Report

Disciplined Investing

  • Strong risk-adjusted returns
  • Portfolios customized for specific client needs
  • Tax, estate, and cash needs considered in investment decisions

Expertise

  • Access to specialists and solutions
  • Wealth planning, trust, estate, investment, and tax experts
  • Access to advantageous New Hampshire trust laws through our affiliate Fiduciary Trust of New England

Learn more about how we can help you

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