Fiduciary Trust Company

Fiduciary Trust Company is a Boston-based private wealth management firm with 140 years of history specializing in integrated financial planning, investment management, and trustee services for individuals, families, business owners, and nonprofits. They offer customized, tax-aware investment strategies, comprehensive wealth planning that combines financial and estate planning, and access to New Hampshire trust advantages including perpetual trusts and directed trusts. Known for personal service with experienced advisors and a 98% average annual client retention rate, Fiduciary Trust serves as a fiduciary partner for clients managing concentrated stock positions, succession planning, charitable giving strategies, and multigenerational wealth transfer.