Overview for Individuals & Families

We understand wealth is more than the accumulation of assets.  It’s about achieving the life you wish to live. Our services for individuals and families include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services as well as donor-advised fund and lending programs.

Four points that distinguish Fiduciary Trust include:


A private firm focused on the best interests of our clients

  • 135-year history of integrity and financial stability
  • No proprietary investment products
  • No incentives from third-party investment managers for directing investments to their funds
  • Free from misaligned public company pressures

Personal Service

A proactive approach customized to your needs

  • Clients have long-term relationships with senior professionals
  • 20+ years’ average officer industry experience
  • Right-sized, well-resourced, nimble firm with over $20 billion in assets under supervision and over 125 employees
  • 98% annual client retention rate

Disciplined Investing

Proven techniques and focused on client net returns

  • Strong risk-adjusted returns
  • Portfolios customized for specific client needs
  • Sustainable investing capabilities
  • Tax, estate, and cash needs considered in investment decisions

View our firm overview video to learn more about what makes us distinctive in helping our clients achieve their goals:

For individuals and families, we serve a wide range of asset levels.  Our investment minimum is $2 million.

Learn more about how we can help you