Fiduciary Trust Company is a private wealth management firm with a focus on families, individuals, and nonprofits. The company offers objective advice for growing and protecting investments, along with services for professional financial advisors and single-family offices. With a history dating back to 1885, Fiduciary Trust Company has built a reputation for a personal approach, expertise, strong performance, and a genuine commitment to acting in clients’ best interests.
Fiduciary Trust Company's capabilities encompass customized wealth planning, investment management, trustee and estate services, as well as family office, tax, and custody services. The firm boasts an impressive $22 billion in assets under supervision and a team of over 130 employees. Notably, their dedication to client focus has resulted in a remarkable 98% average annual client retention rate for over a decade.
The company has also received recognition in the form of over 40 industry awards in the last five years, underscoring its commitment to excellence. As of 25 August 2022, Fiduciary Trust Company secured a $6.00M Venture Round investment, signifying continued support and potential for growth in the future.