Partnering with Professionals

We often work with our clients’ attorneys, accountants, and other professionals to help provide integrated advice and end-to-end solutions to meet client needs.

Our Approach

We’re Proud to Be Your Partner

  • Integrity and Performance

    We’re a forward-thinking, privately-owned firm, with a 138-year history of integrity and stability and an unwavering commitment to the fiduciary standard. We accept no third-party investment manager incentives.

  • Personal Service

    Our clients have single point of contact with an experienced, senior professional. Our firm is right-sized; we are well-resourced and nimble with $20 billion in assets under supervision. We’re proud to have a 98% average annual client retention rate for over a decade.

  • 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, philanthropy, and other specialists—as well as access to New Hampshire’s advantageous trust laws—bring a breadth and depth to help clients realize their goals.


How can we help?

We offer clients access to a range of wealth services and can also integrate services from other providers where appropriate.

Personalized, comprehensive planning designed to reflect client goals and circumstances and to evolve over their lifetimes.

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A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet client 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 which partners closely with clients’ attorneys and other advisors.

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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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Personal service and our unique features make us the innovative partner to help maximize the impact of giving.  Provided through Fiduciary Trust Charitable.

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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.

Discover Our Insights

Globe and Charts
Investments – Markets

2023 Q2 Market Outlook: A Business of Trust and Faith

Our CIO, Hans Olsen, CFA, comments on the banking crisis, inflation, the likelihood of a recession, and the potential future direction of financial markets.
NH mountains and sunset
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.

Talk to a Fiduciary Trust Officer