We distinguish ourselves in serving family offices through delivering superior service and flexibility that are not available at today’s large firms. We provide investment management, custody services and access to directed trustee, donor-advised fund, security-based lending, and other services that help meet the family’s unique needs.
Fiduciary Trust of New England has been named a Best Advisor-Friendly Trust Company by Wealth Advisor, and Fiduciary Trust Company has been named the Best Independent Trust Company by Family Wealth Report.
Four points that differentiate Fiduciary Trust include:
WEALTH FOCUS
Business built around advisors and family offices
Partner with 100+ mid-sized advisors and family offices in providing custody and trust services
Private firm with a strong financial position, decades of profitability, and free from misaligned objectives
135-year history of integrity and financial stability
Only provide wealth management-related services
PERSONAL SERVICE
A proactive approach customized to your family office’s needs
Clients have direct, long-term relationships with senior professionals
Partner with external attorneys, accountants, RIAs & other professionals
Right-sized, well resourced, nimble firm with $20 billion in assets under supervision
98% annual client retention rate
DISCIPLINED INVESTING
Proven techniques and focused on client net returns
Strong risk-adjusted returns
Portfolios customized for specific client needs
Sustainable investing capabilities
Tax, estate, and cash needs considered in investment decisions
EXPERTISE
Access to solutions and specialists to serve the family office and family
Investment management, directed trust, donor-advised fund program, custody, securities-based lending program, and other services
Note: Directed trustee and other New Hampshire trust services provided by Fiduciary Trust of New England; donor-advised funds sponsored by Fiduciary Trust Charitable; securities-based lending provided through third-party partnerships
