Share |Fiduciary Trust Company, founded in 1885, set out to provide wealthy individuals and their families objective advice to meet their estate, trust and investment needs. Today, Fiduciary Trust Company has more than $9 billion in assets under supervision. It is privately owned by officers, directors and employees. Its estate and financial planning services include trust design, tax planning and preparation, retirement planning, charitable giving and business succession planning. It also offers investment management services, such as asset allocation, portfolio management, alternative investments, strategies for concentrated holdings, and endowments and foundations. Trust services include corporate trustee, trust administration, estate plan implementation, financial counsel for beneficiaries, estate settlement, and custody and safekeeping of assets.
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