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Partnering with Professionals

We often work with our clients’ attorneys, accountants, and other professionals to help provide integrated advice and end-to-end solutions to meet client needs.

Our Approach

We’re Proud to Be Your Partner

Integrity and Performance

We’re a forward-thinking, privately-owned firm, with a 138-year history of integrity and stability and an unwavering commitment to the fiduciary standard. We accept no third-party investment manager incentives.
Personal Service

Our clients have single point of contact with an experienced, senior professional. Our firm is right-sized; we are well-resourced and nimble with $20 billion in assets under supervision. We’re proud to have a 98% average annual client retention rate for over a decade.
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.
Expertise

Wealth planning, investment, trust, estate, philanthropy, and other specialists—as well as access to New Hampshire’s advantageous trust laws—bring a breadth and depth to help clients realize their goals.

Services

How can we help?

We offer clients access to a range of wealth services and can also integrate services from other providers where appropriate.

Personalized, comprehensive planning designed to reflect client goals and circumstances and to evolve over their lifetimes.

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A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet client needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.

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Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team which partners closely with clients’ attorneys and other advisors.

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We provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad, through Fiduciary Trust of New England.

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Personal service and our unique features make us the innovative partner to help maximize the impact of giving. Provided through Fiduciary Trust Charitable.

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

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Client Success Stories

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

We helped a nonprofit express its organizational values through its investment strategy.

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

Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision.

Fiduciary enabled a family office to provide access to its family limited partnership interests through a broad range of account types, which was not possible at its prior custodian.

Meet Your Team

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