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. CostaPresident 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.