BOSTON – March 11, 2020 – Fiduciary Trust Company’s Vice President and Trust Counsel Kelly J. Guarino, JD, was recently honored by Massachusetts Lawyers Weekly as a 2020 In-House Leader in the Law. The award recognizes general counsel and staff attorneys for being forward-thinking leaders in the community.
As a member of Fiduciary Trust’s Trust and Estate Legal Team, Kelly applies her two decades of legal experience to help clients enhance and implement their estate plans, in partnership with clients’ outside estate planning counsel. In addition, as a senior advisor and Board Secretary at the donor-advised fund sponsor Fiduciary Trust Charitable, she uses her nonprofit expertise to help the organization provide a tailored offering to donors.
Kelly is active in the professional legal community. She’s a member of the Boston Bar Association and serves in a leadership role on the BBA’s Tax-Exempt Organizations Section Steering Committee. She also co-chaired Massachusetts Continuing Legal Education’s (MCLE’s) Annual Nonprofit Law Conference and MCLE’s Nonprofit Law BasicsPlus program. Kelly is involved in her local community as well, serving as current President of the Carlisle Conservation Foundation and previously for nine years on the Carlisle Conservation Commission.
Fiduciary Trust would like to congratulate all the 2020 Leader in the Law award recipients!
Massachusetts Lawyers Weekly has recognized several other Fiduciary Trust Officers in prior years. Vice President and Trust Counsel Thanda Fields Brassard (2019), Chief Fiduciary Officer Stacy Mullaney (2018), and Vice President & Trust Counsel (retired) Robert Holdway (2016) have each received a Leader in the Law award, and General Counsel Anne Trinque received a 2016 Top Women of Law award.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Fiduciary Trust has been named “Best Wealth Manager” by Massachusetts Lawyers Weekly readers and “Best Independent Trust Company” by Family Wealth Report.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s client focus has enabled it to achieve a 98% annual client retention rate.
Emily Stoermer, 617-391-0801