BOSTON – July 17, 2023 – Fiduciary Trust Company is honored to be the Best Philanthropy Initiative or Offering (America) Award recipient from the 2023 WealthBriefing Wealth for Good Awards.
The Wealth for Good Awards recognize demonstrations of commitment to the areas of ESG, Impact, and Diversity and Inclusion within the global wealth management industry. Nominees undergo a rigorous selection process by a panel of independent judges, consisting of asset managers, banks, trust companies, law firms, family offices and independent consultants.
“In addition to providing sustainable investment options and innovative philanthropic services, our extensive library of philanthropic insights helps empower our clients achieve their goals,” said Fiduciary Trust President & CEO Austin V. Shapard. “Philanthropy holds great significance for our clients and remains a fundamental pillar of our firm.”
For the “Best Philanthropy Initiative or Offering” award, judges highlighted the wide breadth of thought leadership, the expansion of FTC’s team to accommodate new philanthropic growth, and the sustainable investment offerings by the firm’s donor-advised fund sponsor, Fiduciary Trust Charitable.
Access information on Fiduciary’s philanthropic services here: https://www.fidtrustco.com/philanthropy/
To learn more about Fiduciary’s sustainable investing approach, please visit: https://www.fidtrustco.com/sustainable-investing/
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, a donor-advised fund program through Fiduciary Trust Charitable, 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% average annual client retention rate for over a decade.