Credit Services & Other Services

Lending, Insurance and Other Services



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We recognize our clients have a range of needs.  While we focus on those services where we can provide unique value for our clients, we can also connect clients with unaffiliated providers to meet a broader range of needs.  In the case of security-based lending and some other services, we have a streamlined process that reduces paperwork and time.

Access to the following services is available:

Credit Services

  • Security-based lending
  • Mortgages
  • Small business banking
  • Specialty finance


  • Long-term care insurance
  • Life insurance
  • Other types of insurance

Note: Credit and insurance  are offered by third parties, not Fiduciary Trust Company.  Fiduciary Trust may provide some services to these third parties as part of providing a preferential offering to Fiduciary Trust clients.