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.
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.
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.