BOSTON – July 27, 2022 – Fiduciary Trust Company was recently named a finalist for the 2022 WealthManagement.com Industry Awards in the following four categories:
- Asset Managers: Charitable Giving/DAFs
- Asset Managers: Thought Leadership Advisor Education
- Custodians: Thought Leadership
- Trusts: ESG and Sustainability in Trusts
The WealthManagement.com Industry Awards recognize individuals, organizations, and companies that help financial advisors build better businesses and create better outcomes for their clients.
Fiduciary Trust has previously been recognized by WealthManagement.com, including awards for Outstanding Achievement in Trusts and Chief Marketing Officer of the Year. The firm has also been shortlisted for Industry Awards in each of the past six years.
“At Fiduciary Trust, we strive to deliver customized client service while continually improving our approach.” said Fiduciary Trust President and CEO Austin Shapard. “We are grateful to be recognized for our efforts in these areas by WealthManagement.com.”
Winners will be announced on September 8, 2022, at an award ceremony in New York City.
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.
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% average annual client retention rate for over a decade.