Our capabilities in strategic wealth planning, investment management, trust and estate services, tax, custody and private banking are brought together to craft and execute a comprehensive strategy—designed specifically for you.
We believe the combination of our integrated approach to wealth management, our global investment platform and our client-driven, custom solutions delivers superior benefits to our clients.
Building wealth today and sustaining it into future generations is a challenge—especially when family members have divergent goals and aspirations. Your dedicated Fiduciary Trust portfolio manager leads the design and implementation of your strategic wealth plan, working closely with your trusted advisors.
Drawing on the intellectual capital of our professionals in investment management, trust and estate planning, tax, custody and private banking, your portfolio manager develops a strategy tailored to your wide-ranging needs today, and long into the future.
With more than 20 years of experience on average, our portfolio managers provide the perspective needed to best support your objectives across market conditions. We believe that direct access to your portfolio manager is the most effective way to receive highly personalized investment solutions. Investment decisions are informed by a wealth of research: in-house research; third-party research; expertise from our parent company, Franklin Templeton Investments, including 30 experienced analysts, and insights into over 2,300 companies around the globe.
Each decision to buy or sell a security is based on what we believe is best for you, considering your other holdings, income needs and tax implications. We continually monitor the performance of your assets and make anticipated adjustments to counterbalance market conditions or changes in tax law.
Fiduciary Trust brings our heritage of service as trustee and executor to you, providing a continuity of wealth management and preservation across generations. With experience averaging more than 20 years, our highly skilled trust and estate attorneys work in partnership with you, your portfolio manager and your trusted advisors to employ strategies to meet your needs.
This long-standing experience, along with our most current thinking in estate planning, enables us to develop strategies that strive to deliver the most tax-effective wealth transfer solutions and the greatest preservation of assets for future generations.
Our sophisticated tax expertise is a capability that truly sets us apart. We perform tax-related duties for families with complex tax situations—many reside in multiple states—requiring experience and knowledge that few other firms have.
Each of our clients has access to the convenience of our private banking services. Clients benefit from checking accounts with worldwide ATM access to custom lending solutions tailored to provide the flexibility to best support your various liquidity needs.
Fiduciary Trust brings 80 years of experience to the safekeeping of our clients’ assets. With a primary focus on customer service and efficiency, our master custody services include worldwide security settlement, income collection, cash management, multi-currency portfolio accounting and comprehensive reporting. Our global platform and dedicated resources allow us to serve the needs of individuals, family offices, investment advisors, foundations and endowments.
Request a BrochureFiduciary Trust Estimated Tax Document Mailing Schedule
With tax season underway, we encourage you to view the timeline for delivering your 2012 tax information.
To set up an appointment or to learn more about Fiduciary Trust, please contact J. Chisholm Lyons in our New York headquarters at (866) 624-3834 or c.lyons@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.
