Fiduciary Trust of New England
We combine nearly 140 years of experience of our Massachusetts affiliate with New Hampshire's favorable trust laws.
Experts Focused on Your Best Interests
Fiduciary Trust of New England is a New Hampshire-chartered trust company. Together with our Massachusetts affiliate, we are distinguished in four areas:
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Integrity and Permanence
A private firm focused on the best interests of our clients
- A 138-year history of integrity and financial stability
- No proprietary investment products to sell
- No incentives from third-party investment managers
- Free from misaligned parent company pressures
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Personal Service
A proactive approach customized to your needs
- Single point of contact with an experienced, senior professional
- 20+ years’ average officer industry experience
- Right-sized, well-resourced, and nimble firm
- 98% annual client retention rate for over a decade
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Disciplined Investing
Proven techniques that are focused on client net returns
- Investment portfolios tailored to client needs
- Consider income, capital gains, and estate tax consequences
- Strong returns
- Sustainable investments
- Focused on buying power over market cycles
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Expertise
Breadth, depth and focus to help you realize your goals
- Wealth planning, investment, trust and philanthropy specialists
- Access to advantageous New Hampshire trust laws
Committed to Excellence
Everything we are, we became by not just meeting but exceeding the needs of our clients.
Fiduciary Trust of New England is honored to have been named a “Best Trust Company” and a “Most Advisor-Friendly Trust Company” by Wealth Advisor.
Learn more about our offerings by client type:
Solutions for what matters to you
We offer access to what you need when you need it. From wealth planning, investment management, trustee and estate services as well as donor-advised fund and lending programs.
Personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.
Learn MoreA disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet your needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.
Learn MoreTrustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team. Estate settlement from experts who understand you and your family.
Learn MoreWe provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad.
Learn MoreTrust, individual, and other tax return preparation integrated with other services from Fiduciary.
Learn MorePersonal service and our unique features make us the innovative partner to help you maximize the impact of giving.
Learn MoreHigh-touch client service combined with expertise handling special assets and trust accounting, provided by Fiduciary Trust Company.
Learn MoreWe can help you determine the optimal private trust company design for your family and align our services to your specific needs.
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