BOSTON – December 9, 2019 – Fiduciary Trust is honored to have been named a finalist in the 2020 Family Wealth Report Awards in the following categories:
- Fiduciary or Trust Services
- Thought Leadership – Company
The Family Wealth Report Awards recognize organizations and individuals from the global private banking, wealth management and advisor communities that have demonstrated top class performance and innovation in 2019.
This is the fourth year that the firm has been recognized as a finalist for Best Fiduciary or Trust Services, receiving an award in the category in 2018. It is the second year that Fiduciary Trust has been named a Thought Leadership award finalist. In 2017, Fiduciary Trust received the Family Wealth Report award for Best Independent Trust or Fiduciary Company. Award recipients will be announced in March.
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.