BOSTON – December 26, 2019 – Fiduciary Trust is honored to have been named a finalist in the 2020 Private Asset Management Awards in the following four categories:
- Best Fiduciary/Trust
- Estate Planning and Advisory
- Best Private Wealth Manager over $5bn – Client Service
The Private Asset Management Awards recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space.
The firm has consistently been recognized by the Private Asset Management awards and won the Best Trusts and Estates division award in 2019 and Best Trustee Service award in 2018 and 2017. Award recipients will be announced in February 2020.
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.