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Extraordinary Breadth, Exceptional Depth

We integrate a comprehensive range of services to help you navigate whatever comes up in your life, as it arises.

A range of services to help acheive your goals

Our Clients

Our goal is to make your life or organization better.

Individuals & Families

We’re nimble and built for performance. Our legacy spans generations, our expertise is comprehensive, and our service is personal, based on listening and understanding before we act.

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Family Offices

Our experience working with family offices—and our own roots as a family office ourselves—enable us to customize to your family’s unique needs.

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Nonprofits

We’re been serving nonprofits for over 80 years. We offer investment management, IPS development, custody, and other services.

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Financial Advisors

We’re committed to helping financial advisors deliver more client value and grow their businesses. Our specialized services and funds can mean a competitive advantage for you.

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Client Success Stories

By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability.

We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization

We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility.

After a client’s death, we cared for his daughter’s financial needs until she was an adult.

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.