Fiduciary Trust Company


Fiduciary Trust

Fiduciary Trust is a private wealth management firm focused on families, individuals and non- profits seeking objective expertise to grow and protect their investments. The firm also provides a range of services to single family offices and professional advisors. Fiduciary Trust has a 130-year history and has sustained a 98% annual client retention rate for over a decade.

Fiduciary’s capabilities include customized wealth planning, investment management, trust and estate administration, and family office and custody services. Based in Boston, the firm takes a personal approach based on expertise, strong performance, and a genuine commitment to act in its clients’ best interests.

The firm’s unique, private ownership and unconflicted investment approach aligns its interests with clients’ and provides the stability and permanence clients seek.


Enhancing Trust Awareness with Advisors

Trust services have always been core to the value Fiduciary Trust Company delivers. The firm continues to enhance its services to stay ahead of the industry and evolving client demands, which resulted in the best new business growth in firm history in 2016 and continued 98% client
retention. Key trust initiatives over the past 18 months include:

  • Transformed Marketing with refined value proposition, new website, new marketing automation/email system, rebranding, webinars, firm video, collateral, new ad campaign, expanded social media and events; This enabled us to make trust and other insights readily accessible to clients, advisors and other audiences. As a result of our efforts, in 2016 the firm’s website traffic increased by over 200%, LinkedIn impressions increased by 300%, Twitter impressions by 500% and 97% of event attendees were very/extremely satisfied.
  • Expanded Thought Leadership, producing 16 articles and featured in the media 57 times in 2016, a 100% and 63% increase over the prior year, respectively (with continued increases in 2017); We also shared insights at a variety of events; Content included “Growing Relationships Through Trust Services” and “Keys to Fulfilling Your Trustee Duties,” to enhance external advisors’ knowledge of trusts.
  • Expanded NH Affiliate to deliver the benefits of New Hampshire’s favorable trust laws, resulting in affiliate growth of 300% in 2016. Affiliate CEO named to the board of the NH Trust Council to help promote NH Trust services nationally.
  • Expanded Investment Talent and Process including hiring a new CIO and Head of External Managers, and introducing new investment options.

Category Finalists

Key Business Leader

Austin V. Shapard
President & CEO

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