BOSTON – September 6, 2017 – Fiduciary Trust Company, a wealth management firm serving high-net-worth individuals and charitable organizations, is pleased to announce that it has been selected by readers of Massachusetts Lawyers Weekly as the top wealth management firm.
The award was published the week of August 21, 2017, in the newspaper’s Reader Rankings special edition. The publication covers news relevant to attorneys in the Commonwealth and is read by approximately 8,000 legal and other professionals.
“We are honored to receive this designation and grateful to the readers of Massachusetts Lawyers Weekly, who recognized Fiduciary Trust’s unconflicted and comprehensive approach to wealth and investment management,” said Fiduciary Trust Company President & CEO Austin V. Shapard.
The first-place award in the category of Best Wealth Management/Financial Advisor comes on the heels of numerous other honors for Fiduciary Trust Company. Earlier this year, Family Wealth Report named the firm as the “Best Independent Trust Company,” while Private Asset Management also recognized Fiduciary Trust with the “Best Trustee Service” award. The firm was also listed as the fifth-largest independent investment advisor in Massachusetts in the Boston Business Journal’s annual rankings.
Massachusetts Lawyers Weekly previously honored Fiduciary Trust Vice President and Trust Counsel Robert Holdway with the publication’s “Leaders in Law” award and named Anne Trinque, General Counsel and Corporate Secretary at the firm, among its “Top Women of the Law.”
“Our Fiduciary Trust officers strive to consistently provide clients with the best possible solutions, whether it’s investment management and estate-planning counsel or philanthropic giving and trustee services,” said Chief Fiduciary Officer Stacy Mullaney, who was recently named to Co-Chair the Boston Bar Association’s Trusts & Estates section. “That readers of Massachusetts Lawyers Weekly took the time to acknowledge our dedication is truly rewarding.”
About Fiduciary Trust Company:
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and non-profits seeking objective expertise to 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 and custody services.
Fiduciary Trust takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s unique, private ownership and unconflicted investment approach align its interests with clients’ and provide the stability and permanence its clients seek. This commitment to clients has enabled the firm to achieve a 98% average annual client retention rate for over a decade.
For additional information about Fiduciary’s services, please visit www.fiduciary-trust.com, or contact Randy Kinard at 617-574-3432.
Emily Stoermer, 617-391-0801