Plan with Confidence for Your Family's Future
Download two complimentary guides designed to help you understand the essentials of estate planning and the advanced strategies often used by high-net-worth families as complexity grows.
Estate planning isn't just a set of documents.
It’s a coordinated system that helps ensure decisions can be made during life, assets are managed during incapacity, and wealth transfers according to your wishes. Our guides walk through how key documents and trust structures work together, and why keeping ownership and beneficiary designations aligned matters.
Estate Planning Essentials
A practical overview of the foundational documents and structures that form a strong estate plan — including how decisions are made during incapacity and how assets transfer at death.
You'll learn about:
- The core estate planning documents and what each one does (and doesn’t do)
- How revocable living trusts work — and why properly funding them matters
- The difference between probate and non-probate assets, and why coordination is critical
- Considerations for selecting trustees and other fiduciaries who may serve for years or generations
Advanced Estate Planning Strategies
Designed for families whose wealth, asset complexity, or multigenerational goals require more than core documents — with a focus on durable frameworks, governance, fiduciary oversight, and planning that can adapt over time.
You'll learn about:
- When advanced planning may be appropriate (e.g., growing wealth, illiquid assets, special family circumstances)
- Common objectives and tools, including trust structures, lifetime transfer strategies, and jurisdictional considerations
- Why advanced planning is interdisciplinary — legal, tax, investment, and fiduciary expertise working together
Wealth Planning at Fiduciary Trust Company
At Fiduciary Trust Company, we view wealth planning not as a one-time exercise, but as an ongoing process that evolves as your life changes.
Managing wealth and planning a legacy can be challenging in an ever-changing environment. We help high-net-worth individuals and families navigate complexity through customized wealth planning and integrated strategies designed around their unique goals.
Why Clients Choose Fiduciary Trust Company
Managing significant wealth often means managing increasing complexity.
Whether you’re preparing for retirement, planning a wealth transfer, navigating a liquidity event, serving as a trustee, or coordinating multiple advisors, important decisions rarely fit neatly into a single category.
Our approach begins with listening. We take the time to understand your goals, concerns, family dynamics, and long-term priorities before developing strategies tailored to your circumstances.
What Makes Us Different
A Focus on Your Best Interests
A 140-year history of integrity, financial stability, and an unwavering commitment to the fiduciary standard.
Personal Service
Work directly with an experienced advisor supported by a firm that is right-sized, nimble, and focused on long-term client relationships.
Disciplined Investing
Investment strategies tailored to your goals, tax circumstances, estate plans, cash-flow needs, and risk considerations.
Specialized Expertise
Access to wealth planning, investment, trust, estate, and tax professionals working together on your behalf.
Wealth planning is most effective when investments, taxes, estate planning, charitable giving, and family priorities work together.
When Clients Turn to Us
Many clients first engage Fiduciary Trust Company during significant life transitions:
These moments often create new opportunities and new complexities. We help clients move forward with clarity and confidence.
Let’s Start With a Conversation
Whether you’re evaluating your current advisory relationship, planning for a major life event, or seeking a more integrated approach to managing wealth, we’d welcome the opportunity to learn about your goals and discuss how we may be able to help.
Reach out to Sid Queler at
617-292-6799
or
queler@fiduciary-trust.com.