Fiduciary Trust of New England Overview for Professionals

Fiduciary Trust of New England is a New Hampshire-chartered trust company. We combine the experience and independence of our Massachusetts affiliate, Fiduciary Trust Company, with the favorable trust and tax laws of New Hampshire. Our clients include families, nonprofits, and professional financial advisors, and we partner closely with attorneys, accountants, and other advisors in serving clients.

Our services include wealth planning, investment management, and trustee services. We also offer custody services through Fiduciary Trust Company and donor-advised funds through Fiduciary Trust Charitable.

Together with our Massachusetts affiliate, four areas distinguish us:

EXPERTISE

Breadth, depth and focus to help clients realize their goals

  • Highly experienced trust & estates legal, financial planning, and investment teams
  • 25+ years average industry experience of professionals
  • Access to advantageous New Hampshire trust laws

WEALTH FOCUS

A private firm focused on our clients’ best interests

  • 135-year history of integrity and financial stability
  • Private ownership and free from misaligned objectives
  • $16 billion in assets under supervision
  • Only provide wealth management-related services

PERSONAL SERVICE

Proactive approach customized to client needs

  • 98% annual client retention
  • Clients have direct relationships with senior professionals
  • Partner with external attorneys, accountants, RIAs & other professionals

FLEXIBLE OFFERING

Service offering adapted to client needs

  • Corporate trustee, co-trustee, and trust administration-only services, including directed and delegated trustee arrangements
  • Donor-advised fund program with advice and custom features available
  • Custody services with principal and income as well as tax-lot accounting, backed by robust technology, personal service, and flexibility

Trustee Services Expertise and Approach

Given the complex and ever-changing trust and other laws governing financial services, it is important to select a trustee with knowledge and experience. Our deep in-house trust expertise helps ensure trusts are appropriately administered. 

Experienced Trust & Estates Legal Team

  • Nine-member trust & estates legal team
  • History of leadership roles in the trust & estates legal professional community
  • Collaborate with outside counsel for estate plan review and design
  • Serve as a resource to external attorneys on estate plan implementation, and other estate planning and tax issues

Robust Trust Administration Process

  • Trust committee includes experienced T&E attorneys and other professionals with significant trust experience
  • Accessible trust committee can handle ad hoc requests promptly when needed
  • All of our investment officers have trust experience and training
  • Internal custody capabilities with robust principal and income accounting

Flexible Trust Services

  • Corporate or co-trustee, including under delegated or directed arrangements
  • Administration-only services and investment management for external trustees
  • Access to New Hampshire’s favorable trust laws
  • Ability to manage complex assets

 

Click here to download a pdf version of the Fiduciary Trust of New England overview for Professionals.

 

For more information, please contact:

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 will contact you.

Learn more about how we can help you

Contact