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. In our Q4 Market Outlook, our CIO analyzes the state of the economy, proposed legislative policy changes, and changing market conditions.
In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy.Learn about New Hampshire's law which makes it one of the few states to provide trustees more flexibility to pursue sustainable investing strategies.
In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy.Learn about New Hampshire's law which makes it one of the few states to provide trustees more flexibility to pursue sustainable investing strategies.
Services
We understand wealth is more than the accumulation of assets. It's about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests. No incentives from third-party investment managers for directing investments to their funds.
Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout its history, the firm has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services.
As a privately-held company, unfettered by the demands of Wall Street or a public parent company, we have maintained a steadfast commitment to long-term alignment with client objectives.This focus and commitment have resulted in a sustained 98% annual client retention rate. 1977 - Became anchor tenant in the new Fiduciary Trust Building in Boston (see 1976 Buildings Journal).
As a privately-held company, unfettered by the demands of Wall Street or a public parent company, we have maintained a steadfast commitment to long-term alignment with client objectives.This focus and commitment have resulted in a sustained 98% annual client retention rate. 1977 - Became anchor tenant in the new Fiduciary Trust Building in Boston (see 1976 Buildings Journal).
Fiduciary Trust of New England (FTNE) is the premier provider of New Hampshire trust services. We combine the 135+ years of experience and independence of our Massachusetts affiliate, Fiduciary Trust Company (FTC), with the favorable trust and tax laws of New Hampshire.
FTNE provides flexible trust administration services, including serving as a corporate trustee under directed trust arrangements, and also offers wealth planning and investment management services.In addition, FTC can provide custody services, and donor-advised funds are available through Fiduciary Trust Charitable.
FTNE provides flexible trust administration services, including serving as a corporate trustee under directed trust arrangements, and also offers wealth planning and investment management services.In addition, FTC can provide custody services, and donor-advised funds are available through Fiduciary Trust Charitable.
Our President and CEO, Austin V. Shapard, publishes an annual letter to shareholders summarizing the past year's achievements as well as highlighting priorities for the coming year and beyond. For those seeking to learn more about Fiduciary Trust, these notes provide additional insight into the accomplishments and strategy of the firm.
As a firm that has been serving clients for over 135 years, we appreciate the importance of securing a long-term future for our clients, our employees, and the world around us. We have therefore built our firm around a set of business practices and investment strategies that is focused on delivering the best long-term outcomes for our clients.
Reviews
Be the first to review Fiduciary Trust.
Write a Review