BOSTON – January 14, 2021 – Fiduciary Trust is honored to have been named a finalist in the Eighth Annual Family Wealth Report Awards 2021 in the following two categories:
- Outstanding Contribution to Wealth Management – Thought Leadership
- Marketing or PR Campaign
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 2021.
The firm has been recognized by the Family Wealth Report Awards for the past four years. The 2021 award recipients will be announced in May.
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.