BOSTON – December 12, 2018 – Fiduciary Trust is honored to have been named a finalist for four 2019
Family Wealth Report Awards in the following categories:
- Fiduciary or Trust Services
- Women in Wealth Management (Individual) – Stacy Mullaney
- Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Jody King
- Outstanding Contribution to Wealth Management Thought Leadership (Company)
The Family Wealth Report Awards reward achievement and showcase best-in-class service and innovation, according to organizers.
Award recipients will be announced in March. This is the third year the firm has been included as a finalist for Fiduciary or Trust Services, and the firm received the award in the category in 2018. In 2017, Fiduciary Trust received the Family Wealth Report Award for Best Independent Trust or Fiduciary Company.
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, trust and estate services, and family office, tax and custody services.
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.