Services for Individuals and Families

Wealth is more than the accumulation of assets. It’s about the life you want to live. And the legacy you want to leave.

What Makes Us Distinctive

Experts focused on your best interests

  • Integrity & Permanence

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

  • 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 more than 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.

  • Expertise

    Wealth planning, investment, trust, estate and tax specialists—as well as access to New Hampshire’s advantageous trust laws—bring a breadth and depth to help you realize your goals.

Services for Individuals & Families

Solutions for what matters to you

We offer access to what you need when you need it, from wealth planning, investment management, trustee and estate services to tax and custody services, as well as donor-advised fund and lending programs.

Personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.

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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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Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team. Estate settlement from experts who understand you and your family.

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We provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad, through Fiduciary Trust of New England.

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

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Trust, individual, and other tax return preparation integrated with other services from Fiduciary.

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Personal service and our unique features make us the innovative partner to help you maximize the impact of giving.

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The Fiduciary Trust Difference

President & CEO Austin V. Shapard and other officers discuss how we’re distinctive in the way we work with clients and the value we deliver.

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

Talk to a Fiduciary Trust Advisor

Discover Our Insights

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Investments – Markets

2024 Market Outlook: What If There Is No Landing?

Fiduciary's CIO examines the potential scenarios for the economy and financial markets in 2024.
NH State House
Trust and Estates

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.
Woman and Man with Financial Advisor
Other Insights

Choosing a Wealth Advisor: Key Questions to Ask

This article identifies key criteria to consider when choosing an advisory firm and advisor, as well as questions to ask potential advisors so that you can better understand what they have to offer and forsee possible shortcomings.