BOSTON – September 29, 2023 – Fiduciary Trust Company is pleased to have been named a Top Charitable Contributor in Massachusetts by the Boston Business Journal, marking the 11th year in a row that the firm has received this recognition.
“We take great pride in our commitment to invest not only our financial resources but also our time and expertise in the well-being of our communities,” said Austin V. Shapard, President & CEO of Fiduciary Trust. “Charitable giving is a fundamental value within our firm, and it takes various forms, be it through company-wide initiatives, the generous contributions of individual employees, or supporting our clients in fulfilling their philanthropic aspirations.”
The firm’s philanthropic impact is further magnified by the dedication of its employees to give back and serve their communities. Beyond corporate contributions, Fiduciary Trust professionals actively engage with over 50 nonprofit boards and committees, exemplifying the firm’s culture of philanthropy.
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 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 recently been awarded “Best Philanthropic Initiative or Offering” by WealthBriefing’s 2023 Wealth for Good Awards and has been named a finalist for “Best Charitable Giving/DAF” by WealthManagement.com.
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 for over a decade.