At Fiduciary Trust, we have teams of experts in wealth planning, investment management, trust and estates, philanthropy and other areas to help our clients stay one step ahead. We partner with a variety of external professionals to help ensure clients receive comprehensive and integrated advice.
We have a long history of partnering with external advisors in a variety of capacities. We often work with trust and estate attorneys who draft estate documents and accountants who provide tax services so that we can most effectively serve our wealth management clients. We also partner with third-party financial advisors who serve as investment managers when we serve as trustee, manage investments for Fiduciary Trust Charitable’s donor-advised funds, or utilize our custody services.
Four points that distinguish Fiduciary Trust include: