Strategic Wealth Planning
Your first step as a Fiduciary Trust client is a comprehensive strategic wealth plan that addresses your multifaceted wealth planning needs. We integrate the expertise of our specialized professionals into a cohesive and comprehensive plan that’s specific to you. At Fiduciary Trust, you will benefit from the talent, expertise and dedication that our people deliver to provide the most thorough strategy for your situation—today, and as your needs evolve over time.
A Custom Approach
We draw upon our more than 80 years of experience to deliver a complete wealth management approach for each client. Because substantial wealth creates complex challenges—particularly across generations—we deliver custom solutions to each client.
We invest significant effort upfront to thoroughly understand you and your family's financial objectives and priorities. This allows us to craft the right solution for you—combining investment management with strategic wealth planning, trust and estate services, tax, and custody. As your plan is being executed, we continually monitor its performance as well as your evolving needs, and make adjustments as situations change.
We were founded in 1931 to help clients weather the financial effects of the Great Depression. Since then, we’ve learned that truly successful wealth management requires specialized knowledge across multiple financial areas. That’s why every client relationship is supported by experts in specific areas of expertise:
- Strategic wealth planning
- Investment management
- Trust and estate planning
- Tax services
- Custody services
All of these services are included as part of your Fiduciary Trust relationship.
Strong Client Relationships
Dedicated relationships are the cornerstone of our commitment to you. We regularly communicate with you to ensure we keep abreast of your current and evolving needs. For this reason, your portfolio manager, who’s in charge of the day-to-day activity of your portfolios, is also your primary and dedicated contact at Fiduciary Trust. Our portfolio managers work with only a select number of clients to assure you receive the most personalized attention.Request a Brochure
Fiduciary Trust's new capabilities brochure provides you with a comprehensive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.