Trust and Estate Services
Sustaining wealth to benefit your children and grandchildren requires smart estate planning decisions today. Our team of 10 estate planning attorneys brings an average of 25 years of experience to bear in developing each client’s specific estate planning solution. Our attorneys work hand in hand with your portfolio manager to devise and administer a tailored estate plan that supports your overall financial goals.
Meeting Your Wealth Transfer Objectives
Our estate planning attorneys strive to employ trust and other legal strategies that most effectively transfer your wealth to future generations. They closely monitor tax laws and market and rate conditions to find the best estate planning opportunities for each client’s situation. They strive to:
- Integrate trust and estate strategies with each client’s objectives to optimize wealth accumulation and a tax-efficient transfer
- Maximize estate value and facilitate effective wealth transfer
- Help clients deliver the highest degree of wealth disposition to succeeding generations
- Provide a continuity of expert service across generations
- Assist families in better controlling gifts to children and grandchildren who may not be ready to assume the responsibilities and pressures associated with substantial wealth
- Achieve each client’s wealth transfer wishes
An Experienced Trustee
We have a heritage of serving as trustee and executor for our clients, providing a continuity of wealth management and preservation across generations. As an investment manager, we are particularly qualified to serve as corporate trustee and to exercise our fiduciary duties. Our trust and estate professionals are internationally recognized as industry leaders.
Fiduciary Trust has affiliated trust companies in New York, California, Florida and Delaware that are qualified to act as trustee in many additional jurisdictions. For non-U.S. clients, we can provide a full range of offshore trust services from our subsidiary in Grand Cayman.
Request a BrochurePerspective on Trust and Estate Planning
The only certainty about transfer tax laws is the unprecedented level of uncertainty that now exists.
Estate Planning: Doing Your Homework
Defining your goals and setting a vision are key to an effective planning session.
Selecting an Executor for Your Estate
Understanding an executor's role and the factors to consider when choosing an executor.
Challenges and Strategies for Owners of Real Estate in Multiple Jurisdictions
Important factors to consider with regards to the ownership of real property outside your home state.
Interest Rate Conditions Affect Wealth Transfers
Best choices in the current interest rate environment.
To set up an appointment or to learn more about Fiduciary Trust, please contact Luke Fowler in our New York headquarters at (866) 624-3834 or lfowler@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
Fiduciary Trust's new capabilities brochure provides you with a comprehesive 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.
