BOSTON, MA – September 18, 2024 – Fiduciary Trust Company (FTC) is honored to be the Charitable Giving/Donor-Advised Funds award recipient from the 2024 WealthManagement.com Industry Awards. Fiduciary’s expertise in philanthropy, paired with its flexible donor-advised fund (DAF) program, contributed to the success in receiving the award.
The firm was also recognized as a finalist in the Custody Transition Support category, and our New Hampshire affiliate, Fiduciary Trust of New England, was named a finalist in the Trust category.
The WealthManagement.com Industry Awards celebrate companies and individuals in the financial services sector that make a difference in the daily activities of financial advisors. Winners for the WealthManagement.com Industry Awards are chosen by a panel of independent judges as exemplary of excellent service and innovation.
“Philanthropy continues to be a priority for our clients, and is deeply rooted in our firm’s values,” said Fiduciary Trust President & CEO Austin V. Shapard. “Our extensive DAF offerings coupled with other tailored philanthropic solutions help empower our clients to make a meaningful impact while fulfilling their long-term goals.”
FTC has been shortlisted in each of the past eight years, previously winning WealthManagement.com awards for Outstanding Achievement in Trusts, Thought Leadership, Charitable Giving/Donor Advised Funds, and Chief Marketing Officer of the Year.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s client focus has enabled it to achieve a 98% average annual client retention rate for over a decade.
For additional information about Fiduciary’s services, please visit www.fidtrustco.com, or contact Sid Queler at 617-292-6799 or queler@fiduciary-trust.com.