Since 1931, Fiduciary Trust Company International has looked for ways to set itself apart from its peers through the services it offers to individuals, families, endowments and foundations. “The thing that probably distinguishes our wealth management company most is a deep focus on trust services and investment management that clients and advisors instantly recognize,” says Gerard Joyce, Fiduciary Trust’s national head of trust and estates.
With offices nationwide, the firm typically works with accounts of $5 million or more and recently hit a high-water mark of $77 billion in assets under management and administration. It offers its clients strategic wealth planning, investment management, trust and estate services, as well as tax and custody services. The firm’s trust services include strategic trust and wealth transfer planning, as well as providing trustee services. Fiduciary Trust also serves international families with family members and assets in multiple countries by offering robust cross-border planning services.
Fiduciary Trust prioritizes providing thought leadership on strategic wealth advisory to its clients and their advisors though publications, seminars and at conferences around the world. The firm also regularly hosts continuing legal education credit seminars across the country, sharing its expertise in trust and estates law.
“Our professionals are very specialized and knowledgeable, but our firm is of a size where we can have very senior people meet face-to-face with clients and advisors routinely and as needed,” says Joyce.
Fiduciary Trust is also committed to working with their clients across generations. Effectively using technology to communicate with clients, deliver advice and maintain relationships helps the firm stay relevant to all its clients, Joyce says.
“Between a long withstanding tradition of service and an emphasis on growth and technology we’ll continue to be a firm to keep an eye on,” he says.