Home / Our Services / Business Owners

Business Owner Services

Our suite of services designed for business owners was forged in a long history of advising entrepreneurs and business leaders.

What Makes Us Distinctive

Experts Integrating Business & Personal

Specialized Expertise

We have a long history of serving business owners and special expertise integrating business exit and broader wealth planning. Our deep bench of investment, trust, legal, tax, philanthropy and other experts can further help you realize your goals.
Personal Service

You’ll have a single point of contact with an experienced, senior professional who is supported by a firm that is right-sized and nimble, with $23 billion in assets under supervision. Our 98% average annual client retention rate for over a decade attests to our client commitment.
Disciplined Investing

Our proven techniques and focus on strong risk-adjusted returns are tailored to fit your needs, with tax, estate, and cash needs considered throughout the investment process.
Integrity & Permanence

We’re focused on what’s best for you. We’re privately-owned and proudly independent, with a history of nearly 140 years of integrity, financial stability, and an unwavering commitment to the fiduciary standard.

Services for Business Owners

Meeting your distinct needs

Built on a long legacy of advising entrepreneurs and business leaders, our services are designed to ease demands on your time, optimize your valuable privately held business and partnership holdings, and secure your legacy for the future.

Personalized, comprehensive planning designed to reflect your goals and circumstances and the role of your business.

Learn More

Our team includes experts in business exit planning who can help you prepare and integrate planning on the personal front with business transition and sale.

Trustee services from a firm you can depend on and estate settlement from experts who understand you and your family.

Learn More

We can provide clients nationwide access to the tax, asset protection and other advantages of New Hampshire’s trust laws, which can be especially valuable when selling your business.

Learn More

A 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 More

Our donor-advised fund program though Fiduciary Trust Charitable combines personal service, flexibility and innovation to help you achieve your philanthropic goals.

Learn More

High-touch client service combined with expertise handling special assets and trust accounting.

Learn More

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.

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