Wealth is more than
the accumulation
of assets™

See How We Are Different

The Fiduciary Trust Difference

President & CEO Austin V. Shapard and other officers discuss how we’re distinctive in the way we work with clients and the value we deliver.

Insights

Wealth Planning

Key Year-End Planning Considerations

The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider. ▸

Wealth Planning

Planning with the Massachusetts Millionaire’s Tax

Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸

Philanthropy

Maximizing the Benefits of Donor-Advised Funds

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving. ▸

Investments - Markets

2022 Q4 Market Outlook: Narratives of Hope and Reality

In our 2022 Q4 Market Outlook, CIO Hans Olsen comments on economic signals, central banks and inflation, and portfolio positioning in light of energy shortages overseas. ▸

Next Gen

Are Your Children Prepared?

As you review your financial plan, here are three things you can do to help your children navigate their financial future. ▸

News

Fiduciary Trust Experts in the News

At Fiduciary Trust, our industry-recognized experts and investment officers help our clients stay one step ahead. Given the depth of our expertise, our officers are regularly engaged in speaking events and sought out by the media for their views. ▸

FTC Wins Multiple 2022 WM.com Industry Awards

FTC was awarded Outstanding Achievement in Trusts for ESG and Sustainability and Custody Thought leadership. This article also provides a roundup of recent industry award recognitions by the firm. ▸

Son Joins FTNE as VP and Senior Wealth Advisor

Fiduciary Trust is pleased to announce the hiring of Nadi Son as VP and Senior Wealth Advisor for FTNE. ▸

FTC Named a Top Charitable Contributor by the BBJ

Fiduciary Trust Company is honored to have been named a Top Corporate Charitable Contributor in Massachusetts by the Boston Business Journal for the tenth year in a row. ▸

Fiduciary Trust Named a Best Financial Advisor in Boston

Fiduciary Trust Company is pleased to have been named a 2022 Best Financial Advisor in Boston by Expertise. ▸

FTC Named a Finalist for Four WM.com Awards

Fiduciary Trust Company is pleased to have been recognized for our donor-advised fund program, sustainable / ESG investing, and thought leadership. ▸

Jeffers Named to Top COO List

FTC Chief Operating Officer Rob Jeffers was recognized in a list of top COOs. ▸

FTC Earns Best Philanthropic Offering Award

Fiduciary Trust Company is honored to have been recognized for two 2022 WealthBriefing Wealth for Good Awards. ▸

Collins Joins FTC as VP and Investment Officer

Fiduciary Trust is pleased to announce the hiring of Katie Collins as VP and Investment Officer. ▸

Bryant Joins FTC as VP and Trust Counsel

Fiduciary Trust is pleased to announce the hiring of Aimee Fukuchi Bryant as VP and Trust Counsel. ▸

Learn more about how we can help you

Contact