Financial Advisors
Boston, MA
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.
Ideal for: High-net-worth individuals, families with concentrated stock positions, business owners planning succession, nonprofits and family offices, clients seeking integrated estate and financial planning
Service area: Boston, Massachusetts and surrounding New England communities
140-Year Fiduciary Heritage: Established firm with decades of experience in integrated wealth planning, investment management, and trustee services, maintaining a 98% average annual client retention rate.
Tax-Aware Investment Strategies: Specializes in customized portfolios for clients with concentrated positions and low tax basis stock, utilizing disciplined investing and tax minimization techniques.
New Hampshire Trust Expertise: Provides access to New Hampshire's distinct trust advantages including perpetual trusts, directed trusts, and no state income tax benefits for wealth transfer planning.
Address: 53 State St, Boston, MA 02109
Phone: (617) 482-5270
Website: fiduciary-trust.com
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