Improving the world through charitable giving is an important priority for many individuals. Learn about the benefits of different charitable giving approaches in our insight: https://lnkd.in/eX35Y_tr
Fiduciary Trust Company
Financial Services
Boston, Massachusetts 3,926 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
-
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
-
Primary
Get directions
53 State St
Boston, Massachusetts 02109, US
-
Get directions
1155 Elm St
Manchester, New Hampshire 03101, US
Employees at Fiduciary Trust Company
Updates
-
Fiduciary’s Head of Wealth Management, Sid Queler, examines what the decades-long decline in global fertility rates means for investors in our latest insight: https://lnkd.in/eR-sE5ZJ
-
We are pleased to announce that Fiduciary Trust Company has been named a finalist in the Best Fiduciary/Trustee Service and Best Custodian categories of the 2025 Private Asset Management Awards. This recognition stems from our client focus, trust expertise, flexibility and personal service. https://lnkd.in/er7yeetb
-
-
We are pleased to announce that Puneet Nevatia has joined Fiduciary Trust Company as Chief Operating Officer. In his role, Puneet will oversee operations, technology, and information security, further advancing the firm’s commitment to service excellence, quality, and efficiency. Please join us in welcoming Puneet to the Fiduciary Trust team: https://lnkd.in/eWn5iGb9
-
-
Fiduciary Trust Company’s Investment Department Co-Head, Patrick Donlon, CFA, CAIA, CFP, recently moderated a session at the Boston Economic Club luncheon discussing the shifts in American capitalism with John Coates, Professor and Deputy Dean for Finance and Strategic Initiatives at Harvard Law School.
-
-
On this #GivingTuesday, we are grateful for our clients’ generosity this year by supporting hundreds of charities through their Fiduciary Trust accounts and programs. We appreciate their charitable impact! #ClientAppreciation #Philanthropy
-
-
New Hampshire provides distinct advantages for trusts, such as no state income tax on certain trusts, directed trusts, perpetual trusts, and other benefits. Learn more: https://lnkd.in/eFr4gUNV
New Hampshire Trust Advantages - Fiduciary Trust
fiduciary-trust.com