Whom We Serve

Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Fiduciary’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services as well as donor-advised fund and lending programs.

Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% annual client retention rate and be the recipient of dozens of industry awards.

Individuals and Families

Fiduciary works with individuals and families to help them achieve their personal and financial goals, in many cases across generations.  Learn More

Family Offices

Fiduciary was founded as a family office over 135 years ago, and has been serving other family offices for decades.  Learn More


We have been serving nonprofits for over 80 years and have a team focused on meeting their distinct needs.  Learn More.

Third-Party Investment Advisors

Fiduciary works with over 100 third-party investment advisors to help them grow their businesses and deliver exceptional service and value to their clients.  Learn More.

Attorneys, Accountants & Other Professionals

We work closely with our clients’ advisors to develop and implement strategies to help them achieve their goals.  Learn More

Learn more about how we can help you