Insights & News
Access key insights from our experts as well as our latest news.
In our 2023 Q4 Market Outlook, Fiduciary Trust Company's Chief Investment Officer, Hans F. Olsen, CFA, provides our perspective on the economy and markets as well as our outlook by asset class.
Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.
Understand the relative advantages of donor-advised funds and private foundations when pursuing charitable giving.
This material highlights key IRS and other planning amounts for 2024 and is designed to be a reference tool for clients and advisors to inform this year’s planning.
As the significance of IRAs has grown, it has become more common to name trusts as IRA beneficiaries. This article looks at key considerations for inherited IRAs and trusts.
The approach of year end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find some year-end planning tips to consider.
With U.S. presidential campaigns well underway, many are wondering what impact the 2024 presidential and congressional election outcomes will have in the financial markets. Fiduciary's Head of Wealth Management Sid Queler examines how the markets have performed in previous election cycles and what implications that has for investors today.
Fiduciary Trust News
Fiduciary Trust Company is honored to win two 2023 Private Asset Management Awards for Best Custodian and Best Fiduciary/Trustee Service.
Fiduciary Trust Company is honored to have been recognized for Best Philanthropy Initiative or offering from the 2023 WealthBriefing Wealth for Good Awards.
Thanda Fields Brassard, JD, Vice President and Trust Counsel, recently received the 2023 Women in Wealth Banking Award from Family Wealth Report.
Fiduciary Trust Company is pleased to announce the hiring of Sidney Queler as Head of Wealth Management.