Wealth is More Than the Accumulation of Assets™

It’s about the life you want to live. And the legacy you want to leave.

Our Services

Trust and Estates

Choosing the Right Trustee

Investments – Strategy

The One Big Beautiful Bill: Things You Should Know

Investments – Markets

Is the Housing Market About to Turn? How Housing Can Impact the Economy

Trust and Estates

Choosing the Right Trustee

Investments – Strategy

The One Big Beautiful Bill: Things You Should Know

Investments – Markets

Is the Housing Market About to Turn? How Housing Can Impact the Economy

The Fiduciary Trust Difference

Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire’s trust advantages. And the need for a nimble, fiduciary partner for life.

About Us
Austin Shapard and Suma Nair walking into 53 State Street

Our Services

We help you simplify your financial life

Woman drinking coffee

98 % average annual client retention rate for over a decade

  • Integrity and Permanence

    We are a private firm with a 140-year history of focusing on our clients’ best interests

  • Personal Service

    Our experienced professionals take a proactive approach to meet your needs

  • Disciplined Investing

    Our investment approach is tax aware and customized based on your objectives

  • Expertise

    We provide access to teams of wealth planning, investment, trust, and other experts

View Our Awards
Our Clients

Committed to Excellence

Everything we are, we became by not just meeting but exceeding the needs of our clients.

Learn more about our offerings by client type:

Client Success Stories
We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization
After a client’s death, we cared for his daughter’s financial needs until she was an adult.
By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.
We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.
We enabled a family member to access additional care through our wealth planning process, which provided a funding plan as well as assistance identifying care options.
Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision.
See more stories

Let’s Start Your Success Story

  • One-on-one relationship with an experienced advisor
  • Wealth planning that integrates financial and estate planning
  • Customized, tax-aware investment approach
  • Access to the advantageous New Hampshire trust jurisdiction
Get in Touch

Discover Our Insights

View All Insights
Houses
Investments – Markets

Is the Housing Market About to Turn? How Housing Can Impact the Economy

Housing plays a pivotal role in the U.S. economy, representing roughly 18% of GDP and nearly one-third of household spending. Its sensitivity to interest rates and consumer sentiment makes it both a reflection of broader economic conditions and a potential driver of future trends.
NH mountains and sunset
Trust and Estates

New Hampshire’s Trust Advantages

New Hampshire provides distinct advantages for trusts, such as no state income tax, directed trusts, perpetual trusts, and other benefits.
Information Security

Key Steps to Take If Your Identity Has Been Compromised

If you think your identity may have been compromised, or you know that you have been the victim of some form of identity theft, there are steps you can take to begin to restore your identity and limit additional headaches.
View All Insights

Fiduciary Trust News

See all news

Primatello Joins Fiduciary Trust Company as Head of Technolo...

Fiduciary Trust Company is pleased to announce that Lawrence Primatello has joined the firm as Head of Technology.

FTC Named a Top Charitable Contributor by the Boston Busines...

Fiduciary Trust Company is pleased to have been named a Top Charitable Contributor in Massachusetts by the Boston Business Journal for the 13th consecutive year.

Jody King Recognized as a Five Star Professional

Fiduciary is pleased to share that Vice President and Director of Wealth Planning Jody King, JD, CPA, has been named a Five Star Professional for outstanding service to clients.

Sexton Joins FTNE as Vice President and Trust Officer

Fiduciary Trust of New England (“FTNE”) is pleased to announce that Elisabeth Sexton has joined the firm as Vice President and Trust Officer.

Talk to a Fiduciary Trust Advisor

Let's Discuss Your Needs