Fiduciary Trust Company
Fiduciary Trust Company is a financial services firm offering wealth planning, investment management, and trust services, with a notable client retention rate and multiple industry awards.
Services
Fiduciary Trust Company offers a comprehensive range of services tailored to meet the diverse financial needs of its clients. The company specializes in wealth planning, investment management, and trust and estate services. Additionally, it provides philanthropy services, including a donor-advised fund program. Fiduciary Trust Company also offers custody services, credit, and other financial services designed to help clients achieve their financial goals.
Clientele
Fiduciary Trust Company serves a broad spectrum of clients including individuals, families, nonprofits, financial advisors, and family offices. The company's services are designed to cater to the unique financial needs of these diverse groups, ensuring personalized strategies and solutions. Fiduciary Trust Company has built its reputation on maintaining long-term relationships, as evidenced by its impressive 98% average annual client retention rate maintained over the past decade.
History
With a history spanning 139 years, Fiduciary Trust Company has consistently focused on acting in the best interests of its clients. This long-standing commitment has helped the company build trust and reliability in the financial industry. Throughout its extensive history, Fiduciary Trust Company has adapted to the evolving financial landscape while maintaining its core mission of client-centric service.
New Hampshire Trust Advantages
Fiduciary Trust Company offers clients access to New Hampshire trust advantages. This includes favorable tax treatment and flexible trust laws that can be beneficial for wealth planning and estate management. These advantages make the company an attractive option for clients seeking strategic trust solutions.
Industry Recognition
Fiduciary Trust Company has been recognized with multiple industry awards, a testament to its excellence in service delivery. Notable awards include Best Custodian and Best Fiduciary/Trustee Service. These accolades underscore the company's commitment to providing top-tier financial services and its status as a trusted leader in the industry.