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.
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.
Client Success Stories
We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization
After a client’s death, we cared for his daughter’s financial needs until she was an adult.
By 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
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.
Awards & Recognitions
Best Wealth Manager Over $5B – Client Service Award
Best Trustee / Fiduciary Services Award
Best Philanthropic Offering Award
Best Wealth Manager – Performance Award Finalist
ESG and Sustainability Award
Best Custodian Award
A Top Charitable Contributor in MA
A Best Financial Advisor
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
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.
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.
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.