FTNE provides flexible trust administration services, including serving as a corporate trustee under directed trust arrangements, and also offers wealth planning and investment management services. In addition, FTC can provide custody services, and donor-advised funds are available through Fiduciary Trust Charitable. FTNE has been named a “Best Trust Company” and a “Most Advisor-Friendly Trust Company” by Wealth Advisor.
Fiduciary Trust of New England, together with our Massachusetts affiliate, is distinguished in four areas:
Integrity:
A private firm focused on the best interests of our clients
A 135-year history of integrity and financial stability
No proprietary investment products to sell
No incentives from third-party investment managers for directing investments to their funds
Free from misaligned parent company pressures
Personal Service:
A proactive approach customized to your needs
Single point of contact with an experienced, senior professional
20+ years’ average officer industry experience
Right-sized, well-resourced, and nimble firm
98% annual client retention rate
Disciplined Investing:
Proven techniques that are focused on client net returns
Strong risk-adjusted returns
Portfolios customized to client needs
Tax, estate, and cash needs considered in investment decisions
Expertise:
Breadth, depth and focus to help you realize your goals
Financial planning, investment, trust, estate, and tax specialists
We provide our services to individuals, families, non-profits, advisors, and family offices. For individuals and families, we serve a wide range of asset levels. Our investment minimum is $2 million.
