We were delighted to recently sponsor the New Hampshire Society of Certified Public Accountants’ Annual Women’s Golf Outing! It was a great opportunity to connect and network with some amazing women.
Fiduciary Trust Company
Financial Services
Boston, Massachusetts 3,823 followers
Experts serving your best interests
About us
Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.
- Website
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http://www.fiduciary-trust.com
External link for Fiduciary Trust Company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1885
- Specialties
- Investment Management, Trust Services, Wealth Planning, Custody, Family Office Services, Donor-Advised Funds, and Tax
Locations
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Primary
Get directions
53 State St
Boston, Massachusetts 02109, US
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Get directions
1155 Elm St
Manchester, New Hampshire 03101, US
Employees at Fiduciary Trust Company
Updates
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In the third quarter, equity market appreciation continued as equity returns broadened beyond the mega-cap U.S. stocks. In our latest #MarketOutlook, we highlight our views on the economy and financial markets as well as what may lie ahead in Q4: https://lnkd.in/eVwkfHU6
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Fiduciary’s Chief Fiduciary Officer Suma V. Nair, JD, recently presented at the The American College of Trust and Estate Counsel (ACTEC) Fall Meeting on how fiduciary counsel can work with a client’s estate planning counsel to provide workable trust solutions that reflect the client’s goals.
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Fiduciary Trust is honored to be the Charitable Giving/Donor-Advised Funds award recipient for the 2024 WealthManagement.com Industry Awards. Fiduciary’s expertise in philanthropy, paired with its flexible donor-advised funds (DAF) program, contributed to the success that resulted in the award. Learn more: https://lnkd.in/e8zWjBZd
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Fiduciary was proud to recently sponsor Harvest Weekend at Land's Sake Farm! We appreciate their commitment to helping connect people to the land and inspire lifelong stewardship.
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We are pleased to welcome Eric Cunnane to our team at Fiduciary Trust of New England. As Vice President and Trust Counsel, Cunnane will work closely with Fiduciary’s client teams, providing sophisticated estate and tax planning and trust administration solutions to our clients in collaboration with their other advisors. With decades of experience and multiple inclusions on the “Best Lawyers in America: Ones to Watch” list, Eric’s expertise will further elevate and enhance our team. https://lnkd.in/ddbUeZHe
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The rising popularity of New Hampshire Domestic Asset Protection Trusts (DAPTs) offers new opportunities for safeguarding wealth. In an article for WealthManagement.com, Fiduciary Trust of New England Vice President Nadi Son explains how these trusts provide protection against future creditors while maintaining flexibility for trust planning. Learn more about the relationship between DAPTs and financial security: https://lnkd.in/gpTAG8AW
New Hampshire Domestic Asset Protection Trust Benefits Explained
wealthmanagement.com
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The recent trend of deglobalization has implications for global economies and investment strategies. Fiduciary’s Head of Wealth Management, Sid Queler, examines what this trend means for the economy and investors: https://lnkd.in/ewVmd6Rp
The World is Deglobalizing - Do Investors Need to Care? - Fiduciary Trust
fiduciary-trust.com
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Fiduciary is pleased to welcome Kevin McAuliffe as Vice President and Client Development Officer: https://lnkd.in/eKami4Xh
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We were proud to support The Home for Little Wanderers’ golf tournament this week and appreciate their efforts to help build stable lives and hopeful futures for children and their families.
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