BOSTON – March 29, 2018 – Fiduciary Trust Company, an advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its estate planning team with the addition of attorney Patricia Schatzlein Smock as Vice President and Trust Counsel.
Smock joins Fiduciary Trust from Cambridge Associates where she advised investment teams on tax matters including gift, estate, partnership, and income tax. Prior to Cambridge Associates, Tricia operated her own estate planning practice. She began her career as an associate attorney with Ropes & Gray’s Private Client Group. At Fiduciary Trust, Smock will counsel clients in the areas of tax, trust, and estate planning.
“We are delighted to have Tricia join Fiduciary Trust. Her experience and insight across a range of tax-related matters, including gift, estate, limited partnership and income tax, will complement and expand our legal group,” said Stacy K. Mullaney, Chief Fiduciary Officer of Fiduciary Trust. “She will be an important member of our professional team, which provides personal service and holistic advice to our clients.”
Smock earned a B.A. in Economics and Philosophy from Northwestern University and graduated magna cum laude with a J.D. degree from the Duke University School of Law.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits 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 disciplined 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.