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Family Office Services

Our family office experience and roots enable us to customize to your family’s unique needs.

What Makes Us Distinctive

Experts focused on your best interests

A Focus on Wealth

100+ advisors and family offices find us a nimble and reliable partner. We’re a private firm with a strong financial record and a 98% average annual client retention rate for over a decade.
Exceptional Service

We’re committed to responsive service, superior quality and a cohesive operating model across functions. Our officers average 20+ years of industry experience.
Expert Support

Most of our trusts and estates attorneys have partner-level private practice experience. Our tax preparation and philanthropic services offer a robust breadth and depth of experience.
Disciplined Investing

Our proven techniques are focused on client net returns without incentives from third party investment managers. Tax, estate and cash needs are considered in every investment decision.

Services for Family Offices

Tailored to fit the family's needs

Our family office roots, flexible offering, and robust experience enable us to customize to the unique needs of ultra-high-net-worth families and family offices.

We are experienced handling large, complex trusts with special assets, including family businesses.

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Many of our family office clients utilize Fiduciary Trust of New England to access arguably the best trust laws in the country.

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Our donor-advised fund program through Fiduciary Trust Charitable is built around the needs of donors who value flexibility and personal service.

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Fiduciary Trust is a global, multi-asset class allocator of capital. Our approach, which has delivered strong results, is tax-aware, public and private, and customized to client needs.

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Our robust systems are essential, but we never replace human interaction with technology. We believe in both. At Fiduciary, you get precision, timeliness, dependability, and decisions rooted in common sense across all our custody capabilities.

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We offer personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.

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We also offer bill payment, trust and personal tax preparation, and integration with other services.

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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 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.

We quickly opened two new client accounts and completed gift transfers ahead of an emergency surgery.