We distinguish ourselves with advisors through delivering superior service and flexibility that are not available at today’s large firms. We provide custody servicesand access to directed trustee, donor-advised fund, security-based lending, and other services that help you deliver additional value to your clients and grow your assets under management.
Fiduciary Trust of New England has been named a Best Advisor-Friendly Trust Company by Wealth Advisor, and Fiduciary Trust Company has been named the Best Independent Trust Company by Family Wealth Report.
Four points that differentiate Fiduciary Trust include:
WEALTH FOCUS:
Business built around advisors and family offices
Partner with 100+ mid-sized advisors and family offices in providing custody and trust services
Private firm with a strong financial position, decades of profitability, and free from misaligned objectives
135-year history of integrity and financial stability
Only provide wealth management-related services
PERSONAL SERVICE:
A proactive approach customized to your firm’s needs
Clients have direct, long-term relationships with senior professionals
Partner with external attorneys, accountants, RIAs & other professionals
Right-sized, well resourced, nimble firm
98% annual client retention rate
EXPERTISE:
Access to solutions and specialists to grow your business
Custody, directed trust, donor-advised fund program, securities-based lending program, and other services
Marketing and trust specialist support to advisors
FLEXIBILITY AND INTEGRATION:
Flexible offering with responsive service and quality
Custody services with principal and income as well as tax-lot accounting, backed by robust technology, personal service, and flexibility
Donor-advised fund program with advice and custom features available
All client-facing custody, trust, and donor-advised fund services are performed by Fiduciary employees
Cohesive operating model across custody functions and a unified FIS platform
Commitment to exceptional quality
Note: Directed trustee and other New Hampshire trust services provided by Fiduciary Trust of New England; donor-advised funds sponsored by Fiduciary Trust Charitable; securities-based lending provided through third-party partnerships
