Fiduciary Trust Company

Fiduciary Trust Company

Financial-Services

Boston, Massachusett...
United States
Company Tagline

Experts serving your best interests

Industry Category
Financial-Services
Company Description

Fiduciary Trust Company is a leading private wealth management firm dedicated to serving the unique needs of families, individuals, and nonprofits. With a focus on delivering objective advice, Fiduciary Trust Company helps clients grow and protect their investments through customized wealth planning, investment management, and comprehensive trustee and estate services. The company also extends its expertise to professional financial advisors and single-family offices, offering tailored solutions and support.

Operating from its primary office at 53 State St, Boston, Massachusetts 02109, US, and an additional location at 1155 Elm St, Manchester, New Hampshire 03101, US, Fiduciary Trust Company builds upon a rich history dating back to 1885. Originally established as a family office, the company maintains a personal approach grounded in expertise, robust performance, and an unwavering commitment to clients' best interests. This client-centric philosophy has fostered exceptional client retention and garnered significant industry recognition.

Fiduciary Trust Company’s comprehensive suite of services includes family office, tax, and custody services, ensuring that clients receive holistic and integrated financial solutions. With over $22 billion in assets under supervision, Fiduciary Trust Company is committed to providing unparalleled service and expertise. Company information is being completed to further enhance our offerings and provide even greater value to our clients.

To the manager of Fiduciary Trust Company: We invite you to create a customized and exclusive company showcase and product listing on our platform, highlighting your firm’s unique capabilities and attracting new clients.

Fiduciary Trust Company est une société de premier plan spécialisée dans la gestion de patrimoine privé, dédiée à répondre aux besoins uniques des familles, des particuliers et des organisations à but non lucratif. En mettant l'accent sur la fourniture de conseils objectifs, Fiduciary Trust Company aide ses clients à accroître et à protéger leurs investissements grâce à une planification patrimoniale personnalisée, une gestion des investissements et des services complets de fiduciaire et de succession. L'entreprise étend également son expertise aux conseillers financiers professionnels et aux bureaux de gestion de fortune familiale, en offrant des solutions et un soutien sur mesure.

Opérant depuis son bureau principal situé au 53 State St, Boston, Massachusetts 02109, États-Unis, et un autre emplacement au 1155 Elm St, Manchester, New Hampshire 03101, États-Unis, Fiduciary Trust Company s'appuie sur une riche histoire remontant à 1885. Fondée à l'origine en tant que bureau de gestion de fortune familiale, l'entreprise maintient une approche personnelle fondée sur l'expertise, une performance solide et un engagement inébranlable envers les meilleurs intérêts de ses clients. Cette philosophie axée sur le client a favorisé une fidélisation exceptionnelle de la clientèle et a valu à l'entreprise une importante reconnaissance de l'industrie.

La gamme complète de services de Fiduciary Trust Company comprend des services de bureau de gestion de fortune familiale, de fiscalité et de conservation, garantissant aux clients des solutions financières holistiques et intégrées. Avec plus de 22 milliards de dollars d'actifs sous supervision, Fiduciary Trust Company s'engage à fournir un service et une expertise inégalés. Les informations sur l'entreprise sont en cours de finalisation afin d'améliorer encore nos offres et d'apporter une valeur encore plus grande à nos clients.

Au responsable de Fiduciary Trust Company : Nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, en mettant en valeur les capacités uniques de votre entreprise et en attirant de nouveaux clients.

Key Personnel / Employees
Emily Poltrack Puneet Nevatia Todd Eckler Christopher T. Doyle

Compare Companies Side by Side

Compare Fiduciary Trust Company with 3 companies in Financial-Services

4 Companies
Comparison Field
Fiduciary Trust Company
Fiduciary Trust Company
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First Foundation Inc.
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Polley Wealth Management
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Founded Year
1990
Company Size
51-200 501-1,000 2-10
City
Boston, Massachusetts Cincinnati, OH Irvine, CA Orlando, Florida
Country
United States United States United States United States
Skills & Keywords Comparing with main company
12 Total Skills
Wealth Management Financial Planning Investment Management Trust Services Family Office Tax Planning Custody Services Wealth Planning Tax Custody Family Office Services Donor-Advised Funds
5 Total 1 Common 4 Unique
Match 8%
Common Skills:
Financial Planning
Unique Skills:
Business Succession Estate Settlement Services Retirement Plan Services Trust Administration
3 Total 3 Unique
Unique Skills:
Business Banking Personal Banking Philanthropy Services
12 Total 3 Common 9 Unique
Match 25%
Common Skills:
Financial Planning Tax Planning Wealth Management
Unique Skills:
Asset Protection Estate Planning Income Planning Investing Legacy Planning Philanthropy Planning +3
4
Total Companies
1990
Oldest Founded
1
Countries
28
Unique Skills

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Alternative Company Names

This company is also known as

Fiduciary Trust Company 信托投资公司 न्यासी ट्रस्ट कंपनी شركة الثقة الائتمانية Фидуциарная трастовая компания