Overview
“We focus on providing distinctive client service and positive outcomes for our clients across generations.”
Austin V. Shapard, President & CEO
Our History
A Steadfast Commitment to Our Clients
Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout our history, Fiduciary has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. As a privately-held company, unfettered by the demands of Wall Street or a public parent company, we have maintained a steadfast commitment to long-term alignment with client objectives.
The Fiduciary Trust Difference
We understand that wealth is more than the accumulation of assets. It’s about achieving the life you wish to live. We take a personal approach to wealth management based on expertise, strong performance, and a genuine commitment to act in your best interests.
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Integrity & Permanence
A private firm focused on your best interests
- Private ownership and free from misaligned objectives
- 138-year history of integrity and financial stability
- No incentives from third-party investment managers
- Corporate trustee powers to serve across generations
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Personal Service
Proactive approach customized to your needs
- Clients have direct relationships with senior professionals
- 20+ years average officer industry experience
- A la carte service offerings
- 98% average annual client retention rate for more than a decade
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Disciplined Investing
Proven techniques 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
- Financial planning, investment, trust, estate & tax specialists
- Industry-leading custodial services
- Access to advantageous New Hampshire trust laws
Awards & Recognition
Best Philanthropy Offering Award
Best Charitable Giving/Donor-Advised Fund
Best Custodian Award
A Top Charitable Contributor in MA
We are honored to be the recipient of more than 40 industry awards over the past five years.
Sustainability at Fiduciary Trust
As a firm that has been serving clients for nearly 140 years, we appreciate the importance of securing a long-term future for our clients, our employees, and the world around us.
Diversity, Equity, & Inclusion
At Fiduciary Trust, we believe diversity, equity and inclusion (DEI) in our work environment plays an important role in the success of our clients, employees, and firm.
