You go above and beyond to deliver exceptional client service to your clients. Why shouldn’t you expect the same from your custodian? At Fiduciary Trust International, you will receive a dedicated and experienced professional, not an 800-number, as your primary contact. You will benefit from a personal relationship and a simple, transparent fee structure.
We have the expertise to handle complex transactions and activities, including partnership accounting, recordkeeping of alternative and unique asset types, customized reporting and other accounting solutions.
As a trust company, we can deliver separate principal and income tracking and support complex trust, entity, and retirement account structures. The result is a simplification and reduction of administrative burdens for you and your client trustees and account owners.
We offer flexible reporting solutions in a variety of formats to accommodate your needs, along with client statements, online reporting via web or mobile app, data downloads and transmissions to interface with other service providers.
Master custody services
Safekeeping assets
Data aggregation
Worldwide security settlement
Cash management solutions
Corporate action processing
Class actions processing
Comprehensive accounting, reporting, and performance measurement
Customized reporting
Data transmission
Tax services
How a power of attorney works
Tips and Tactics for Maximizing Tax Savings in the Year Ahead
How Can I Make the Inheritance Process as Smooth as Possible for My Family?
Learn how we can help you more efficiently service your assets and manage your administrative needs.
