Overview for Family Offices

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:


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


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


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


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
  • 20+ years’ average officer industry experience
  • Access to advantageous New Hampshire trust laws
  • Trust, estate, and tax specialists

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

For more information, please contact:

Scott S. Sumner Head of Custody Fiduciary Trust Company 617-574-3426 | ssumner@fiduciary-trust.com

Michael N. Costa President and Chief Executive Officer Fiduciary Trust of New England 603-695-4321 | mcosta@fiduciary-trust.com

Alternatively, you may fill out our form and we’ll contact you.

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