For Advisors & Family Offices

We distinguish ourselves with advisors and family offices through delivering superior service and flexibility that are not available at today’s large firms.  We provide custody services and 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
  • 25+ years’ average officer industry experience
  • Access to advantageous New Hampshire trust laws
  • Trust, estate, and tax specialists
  • 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

For more information, please contact:

Scott S. Sumner Head of Custody Fiduciary Trust Company 617-574-3426 | ssumner@fiduciary-trust.com

Michael N. Costa President and Chief Executive Officer Fiduciary Trust of New England 603-695-4321 | mcosta@fiduciary-trust.com Alternatively, you may fill out our form and we’ll contact you.

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