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Private Wealth Management and Financial Planning | Fiduciary Trust
This webpage has a defined page title and it has an appropriate length of 66 characters.
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The right wealth management and financial planning services can help you achieve your goals. Contact us today to learn more about our private wealth management solutions.
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Wealth is More Than the Accumulation of Assets™
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Every webpage should have 1 and only 1 H1 header tag per page, and it should include relevant, quality keywords.
Word count: 787 words, Reading time: 3.1 minutes"<iframe src="https://www.googletagmanager.com/ns.html?id=GTM-PSQQHNL5" height="0" width="0" style="display:none;visibility:hidden"></iframe> Skip to content Our Services WHO WE SERVE Individuals & Families Nonprofits Family Offices Financial Advisors Business Owners OUR SERVICES Wealth Planning Investment Management Sustainable Investing Trust & Estate Services Wealth Planning Investment Management Sustainable Investing Trust & Estate Services New Hampshire Trusts Donor-Advised Fund Program Custody Services Other Services New Hampshire Trusts Donor-Advised Fund Program Custody Services Credit & Other Services Our TeamAbout Us What makes us different Overview Sustainability Diversity, Equity, & Inclusion Client Success Stories Awards CAREERS Work With Us WHAT WE DO FOR YOU Insights & News latest insights All Topics Wealth Planning Investments Trust & Estates All Topics Wealth Planning Investments Trust & Estates Retirement Philanthropy Next Gen Retirement Philanthropy Next Gen latest NEWS All Topics Press Releases Hiring & Promotions Awards X Log in Contact Wealth is More Than the Accumulation of Assets™ It’s about the life you want to live. And the legacy you want to leave. Our Services Investments – Markets 2024 Q2 Market Outlook: Great Expectations and Calendar Watching Trust and Estates Planning Opportunities Before the Tax Cuts and Jobs Act Sunset Next Gen Financial Conversations with Family Investments – Markets 2024 Q2 Market Outlook: Great Expectations and Calendar Watching Trust and Estates Planning Opportunities Before the Tax Cuts and Jobs Act Sunset Next Gen Financial Conversations with Family The Fiduciary Trust Difference Everything we are, we became by focusing on the needs of our clients. The need for integrated financial and estate planning. For personal investment advice. For forward-thinking trustee services, for access to New Hampshire’s trust advantages. And the need for a nimble, fiduciary partner for life. About Us Our Services We help you simplify your financial life 98 % average annual client retention rate for over a decade Integrity and Permanence We are a private firm with a 139-year history of focusing on our clients’ best interests Personal Service Our experienced professionals take a proactive approach to meet your needs Disciplined Investing Our investment approach is tax aware and customized based on your objectives Expertise We provide access to teams of wealth planning, investment, trust, and other experts View Our Awards Our Clients Committed to Excellence Everything we are, we became by not just meeting but exceeding the needs of our clients.Learn more about our offerings by client type: Individuals & Families Nonprofits Family Offices Financial Advisors Business Owners Client Success Stories We often build custom portfolios for clients with concentrated positions of low tax basis stock which balance diversification with tax minimization After a client’s death, we cared for his daughter’s financial needs until she was an adult. By placing pre-IPO stock in a New Hampshire trust with Fiduciary Trust of New England, a client reduced their tax liability. We have helped private foundations and other charitable entities convert to donor-advised funds to reduce administrative burdens and increase flexibility. We enabled a family member to access additional care through our wealth planning process, which provided a funding plan as well as assistance identifying care options. Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision. See more stories Let’s Start Your Success Story One-on-one relationship with an experienced advisor Wealth planning that integrates financial and estate planning Customized, tax-aware investment approach Access to the advantageous New Hampshire trust jurisdiction Get in Touch Discover Our Insights View All Insights Trust and Estates How to Benefit from New Hampshire’s Trust Laws In this webcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and Holland & Knight discuss the key provisions of the Granite State’s trust laws, provide client examples, and address audience questions. Trust and Estates MA Governor Healey Signs $1B Tax Reform Package Impacting Estate Taxes On October 4, 2023, Governor Maura Healey signed a $1B tax reform package. This insight explores the key provisions as well as its impact. Philanthropy Protecting Your Endowment Gift Learn about the options for mitigating risks associated with long-term endowment gifts. View All Insights Fiduciary Trust News See all news 2024 President’s Letter Fiduciary's President & CEO Austin V. Shapard looks ahead to 2024 while taking time to reflect on Fiduciary's 138th year in business. Fiduciary Sponsors the 2024 Boston Wine & Food Festival FTC is proud to be a Gold Sponsor of Boston's premier wine and food event series. FTC Earns Two Private Asset Management Awards Fiduciary Trust Company is honored to win two 2023 Private Asset Management Awards for Best Custodian and Best Fiduciary/Trustee Service. FTC Receives Best Philanthropy Initiative/Offering Award Fiduciary Trust Company is honored to have been recognized for Best Philanthropy Initiative or offering from the 2023 WealthBriefing Wealth for Good Awards. Talk to a Fiduciary Trust Advisor Let's Discuss Your Needs Sign up for our newsletter for the latest insights & updates about us Overview Fiduciary Trust of New England Team Sustainability Diversity, Equity, & Inclusion Careers our clients Individuals & Families Nonprofits Family Offices Financial Advisors Professionals Client Stories our services Wealth Planning Investment Mangement Trust & Estate Services Philanthropy Services Custody Services Credit & Other Services Twitter Linkedin-in Check Contact Us Account Access Privacy Legal Accessibility Sign up for our newsletter for the latest insights & updates about us Overview Fiduciary Trust of New England Team Sustainability Diversity, Equity, & Inclusion Careers our clients Individuals & Families Nonprofits Family Offices Financial Advisors Professionals Client Stories our services Wealth Planning Investment Mangement Trust & Estate Services Donor Advised Fund Program Custody Services Credit & Other Services Twitter Linkedin-in Contact Us Account Access Privacy Legal Accessibility Copyright © 2024 Fiduciary Trust Company. All Rights Reserved. Copyright © 2024 Fiduciary Trust Company. All Rights Reserved."
This webpage contains over 500 words of content.
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The content should be rich with quality, original content - not containing "fluff" just to fill up the space. Having more content will also likely help the page to rank better for search queries as well as rank for more search queries.
Images on page: 4, Images with alt text: 0, Percentage: 0%
0% of the images on this webpage contain alternate text description tags.
Alternate text descriptions for images allow visually impaired website visitors to still be able to understand the context of an image. All images on a page should contain a brief and relevant text alternative to what the image displays.
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