Business Owner Services

Our suite of services designed for business owners was forged in a long history of advising entrepreneurs and business leaders.

What Makes Us Distinctive

Experts Integrating Business & Personal

  • Specialized Expertise

    We have a long history of serving business owners and special expertise integrating business exit and broader wealth planning. Our deep bench of investment, trust, legal, tax, philanthropy and other experts can further help you realize your goals.

  • Personal Service

    You’ll have a single point of contact with an experienced, senior professional who is supported by a firm that is right-sized and nimble, with $23 billion in assets under supervision. Our 98% average annual client retention rate for over a decade attests to our client commitment.

  • Disciplined Investing

    Our proven techniques and focus on strong risk-adjusted returns are tailored to fit your needs, with tax, estate, and cash needs considered throughout the investment process.

  • Integrity & Permanence

    We’re focused on what’s best for you. We’re privately-owned and proudly independent, with a history of nearly 140 years of integrity, financial stability, and an unwavering commitment to the fiduciary standard.

Services for Business Owners

Meeting your distinct needs

Built on a long legacy of advising entrepreneurs and business leaders, our services are designed to ease demands on your time, optimize your valuable privately held business and partnership holdings, and secure your legacy for the future.

Personalized, comprehensive planning designed to reflect your goals and circumstances and the role of your business.

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Our team includes experts in business exit planning who can help you prepare and integrate planning on the personal front with business transition and sale.

Trustee services from a firm you can depend on and estate settlement from experts who understand you and your family.

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We can provide clients nationwide access to the tax, asset protection and other advantages of New Hampshire’s trust laws, which can be especially valuable when selling your business.

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A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet your needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.

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Our donor-advised fund program though Fiduciary Trust Charitable combines personal service, flexibility and innovation to help you achieve your philanthropic goals.

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High-touch client service combined with expertise handling special assets and trust accounting.

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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.

We are honored to be the recipient of more than 40 industry awards over the past five years.

Talk to a Fiduciary Advisor

Discover Our Insights

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Wealth Planning

Business Owners: Planning for Exit

Business exit planning is a high-stakes, emotional, and financially rewarding process. This article discusses the personal, financial and business steps to consider in this process.
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Trust and Estates

New Hampshire Trust Advantages

New Hampshire provides distinct advantages for trusts, such as no state income tax, directed trusts, perpetual trusts, and other benefits.
Tablet and Wealth Planning Chart
Wealth Planning

Wealth Planning: Is Your Financial House in Order?

This article discusses how to create a comprehensive wealth plan to meet your goals and then implement that plan.
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Investments – Markets

2024 Q3 Market Outlook: Market Distortions, Artificial Intelligence, and Politics

In the 2024 Q3 Market Outlook, Fiduciary Trust Company Chief Investment Officer, Hans Olsen, CFA, provides perspective on the economy and markets, a look at the impact of Artificial Intelligence on the markets, and our outlook by asset class.
Team meeting

A Perfect Pair: Private Foundations & Donor-Advised Funds

Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund.
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Investments – Strategy

A Strategic Approach to Investment Decisions

In this article, our CIO, Hans Olsen, CFA, discusses our investment approach, which is built around a set of fundamental beliefs that guide our decisions.