BOSTON – June 28, 2023 – Fiduciary Trust Company was recently named a finalist in the Charitable Giving/Donor Advised Fund category for the 2023 WealthManagement.com Industry Awards.
The WealthManagement.com Industry Awards recognize companies and individuals in the financial services industry that build their businesses to best serve their clients and improve financial prospects. Finalists are chosen by a panel of independent judges based on their abilities to provide excellent services and deliver new initiatives.
FTC has previously been recognized by WealthManagement.com, including awards for Outstanding Achievement in Trusts, Thought Leadership, and Chief Marketing Officer of the Year. The firm has also been shortlisted for these industry awards in each of the past seven years.
This year’s award recipients will be announced at an award ceremony on September 7, 2023, 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.