Talk to us today
Connect with a Fiduciary Trust International advisor
Talk to us today
Connect with a Fiduciary Trust International advisor
Talk to us today
Connect with a Fiduciary Trust International advisor
Talk to us today
Connect with a Fiduciary Trust International advisor
Talk to us today
Connect with a Fiduciary Trust International advisor
High and ultra high-net-worth individuals & families
As wealth grows, financial decisions become more interconnected. We help you maximize opportunities, simplify complexities and stay aligned with your goals.
Nonprofit organizations
We help nonprofit organizations preserve capital, manage risk and strengthen governance so assets can sustainably support your mission over the long term.
Professional partners and advisors
Comprehensive and coordinated financial advisory services
Wealth planning & tax strategy
Gain a comprehensive wealth plan that integrates tax planning, cash flow and retirement strategies and legacy goals. Identify opportunities to help improve after-tax outcomes and support long-term financial objectives.
Investment management
Your portfolio is built to do more than perform. Our investment management strategies are designed to support your broader financial plan, balancing growth, risk and long-term wealth preservation.
Trust & estate services
Help ensure your assets go where you intend and your legacy endures, with thoughtfully designed trust and estate planning that supports smooth wealth transfer across generations.
Family office services
Simplify complexity and reclaim your time with a coordinated approach to handle financial, administrative and strategic wealth planning needs so you can focus on what matters most.
Services for nonprofits
Help strengthen your organization's ability to deliver on its mission with an investment strategy and governance structure designed to support current needs while making a long-term impact.
Custody services
Keep your assets secure, organized and fully accounted for through clear reporting and visibility that keeps you informed and in control.
A unified strategy for your wealth
We begin with a detailed understanding of your financial picture—your assets, obligations and long-term priorities. From there, we design a coordinated strategy that integrates investing, tax planning and estate considerations. As markets shift and your life evolves, your plan adapts, helping you reduce risk, improve tax efficiency and preserve wealth over time.
Learn more about what it's like working with us.
Our fiduciary commitment
We manage your wealth from the distinctive vantage point of a fiduciary, so our recommendations are unbiased and impartial. Our interests are fully aligned with the interests of our clients, resulting in partnerships with our clients that span multiple generations.
Loyalty
We act solely in your best interest, delivering objective financial advice
Transparency
Clear, straightforward communication so you understand every decision
Prudent stewardship
A disciplined, long-term approach to managing and preserving wealth
Why choose Fiduciary Trust International
Clients choose Fiduciary Trust International for a disciplined, thoughtful approach to managing complex wealth. As an established wealth management and fiduciary services firm, we deliver personalized investment management and wealth planning strategies designed to preserve and grow wealth across generations.
A coordinated approach to wealth
We integrate investing, trust services, estate planning and tax optimization to create a holistic plan for your wealth today and for future generations.
Multi-generational expertise
Our guidance is shaped by decades of experience working with families, individuals, and nonprofit organizations. We help clients plan for long-term success with continuity and a multi-generational wealth perspective.
Objective, client-first advice
As a fiduciary, we provide advice grounded in your unique goals, values and circumstances. Our disciplined wealth management approach supports informed, thoughtful decision-making aligned with your best interests.
Longstanding client relationships
With a 98% 5-year average client asset retention rate (as of 3/31/26), our long-standing relationships reflect the trust, consistency and accountability we bring to every client relationship.
