Extraordinary Breadth, Exceptional Depth
We integrate a comprehensive range of services to help you navigate whatever comes up in your life, as it arises.
A range of services to help acheive your goals
Client Success Stories
After a client’s death, we cared for his daughter’s financial needs until she was an adult.
We often build custom portfolios for clients with concentrated positions of low tax basis stock which balances diversification with tax minimization
Through placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.
We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.
The Fiduciary Trust Difference
Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire’s trust advantages. And the need for a nimble, fiduciary partner for life.
Discover Our Insights
2023 Market Outlook: Goodbye to All That
CIO Hans Olsen discusses how a rising rate environment upended easy money also offers our outlook on inflation, interest rates, and debt and equity markets.
Asset Protection Trust Benefits
New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize.
Converting a Private Foundation to a Donor-Advised Fund
This article provides a high-level overview of the process for private foundations or other charitable entities to convert to a donor-advised fund.