Thinking about converting your private foundation to a donor-advised fund (DAF)? Over the past decade, DAFs have surged in popularity due to their potential tax benefits, lower administrative burden, and grant anonymity. Our insight breaks down the 6 key steps to convert. Read more here: https://hubs.ly/Q03cYRv50
关于我们
Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.
- 网站
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https://www.fiduciary-trust.com
Fiduciary Trust Company的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Boston，Massachusetts
- 类型
- 私人持股
- 创立
- 1885
- 领域
- Investment Management、Trust Services、Wealth Planning、Custody、Family Office Services、Donor-Advised Funds和Tax
地点
Fiduciary Trust Company员工
动态
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New Hampshire has some of the most favorable trust laws in the country which can benefit individuals from across the U.S. and abroad. Learn more:?https://lnkd.in/eFr4gUNV
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Fiduciary Trust Company VP & Trust Counsel Patricia Schatzlein Smock, JD, will be speaking on March 20 at the Financial Planning Association of New England’s event on recent Massachusetts estate tax changes. Register Here: https://lnkd.in/g5QQeiHp
?? Speaker Spotlight for Taxes & Tombstones for a Wicked Smooth Exit Patricia Schatzlein Smock with Fiduciary Trust Company will dive into the recent changes to MA estate tax laws and will provide crucial insights, especially given how important these laws are for so many of your clients’ families and estates. ?? March 20th at Waltham Conference Center Reserve your seat here: https://lnkd.in/e2Qr-G7u #fpane #wickedgoodtalks #taxestombstones #estateplanning #maestatetax
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Fiduciary Trust VP & Investment Officer Chris Shepler, CFA spoke at the Massachusetts Staffing Association Conference yesterday where he discussed our views on the economy and financial markets.?
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A good trustee possesses a combination of certain personal attributes, technical skills, and administrative capabilities. In our insight, we highlight the skills needed for serving as trustee and who should be considered when making this decision: https://lnkd.in/eb8wVUrU
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Fiduciary Trust Company is honored to have been named Best Custodian?as well as received High Commendation in the Best Fiduciary/Trustee Service category at the 2025 Private Asset Management Awards. ? These awards celebrate excellence in private wealth management, recognizing top professionals and firms for outstanding service. We appreciate this recognition and remain committed to delivering exceptional services to our clients. #PAMAwards?https://lnkd.in/ei5Ynkns
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On this #PresidentsDay, we would like to honor all U.S. Presidents who have served our country. We are thankful to all those who serve our nation.
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There are a number of important financial considerations for teens turning 18 and heading to college. In our insight, we highlight key items to consider: https://lnkd.in/eb-F7Y-y
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There are some proactive actions you can take to help protect yourself against fraud-related identity theft. Learn more: https://lnkd.in/eGfNAfH