Fiduciary Trust Company

10/09/2026

Converting a private foundation to a donor-advised fund may offer greater flexibility and a lower administrative burden. Explore the key considerations and steps involved in making the transition.

This article provides a high-level overview of the process for private foundations or other charitable entities to convert to a donor-advised fund.

10/08/2026

In today's digital world, protecting your identity is an important part of protecting your financial well-being. Read our insight on proactive steps you can take to help safeguard your identity and personal information.

Learn tips to protect your Social Security Number and your identity as well as actions to take if your identity has been stolen. Steps discussed include freezing credit reports, filing an Identity Theft Report, and placing a Fraud Alert on your credit file.

10/01/2026

The scale of AI investment is hard to ignore, but inflation and its impact on interest rates and the cost of capital are commanding equal attention. In our 2026 Q4 Market Outlook, Chief Investment Officer Frank Brochin examines the potential opportunities emerging from the AI investment cycle, the risks posed by inflation and rising interest rates, and how investors can prepare their portfolios for what may come next.

As a child, I grew up without a television, which I consider a blessing to this day. Every year however, my family would drive to France for the summer. There, most of my friends had TVs and we would regularly watch reruns of old American television series. One of our favorites was “L’Homme qui ...

09/24/2026

We are pleased to announce that Sid Queler has been named President of Wealth.

With more than 30 years of experience, including leadership of Fiduciary's client and business development team, Sid has played a central role in advancing our client-first approach. He will continue to work closely with Fiduciary's professionals, clients, and their other advisors to deliver comprehensive advice and personalized service that foster enduring relationships built on trust.

Congratulations, Sid, on this well-deserved recognition! https://hubs.ly/Q04ygXb-0

09/21/2026

Fiduciary Trust Company is proud to be named a Top Charitable Contributor in Massachusetts by the Boston Business Journal for the 14th year in a row. This recognition reflects our ongoing commitment to charitable giving, community engagement, and helping clients achieve their philanthropic goals. https://hubs.ly/Q04x-2N_0

09/16/2026

New Hampshire has become a leader in the trust industry, with laws designed to make trust administration more flexible, efficient, and effective. In our insight, we explore the benefits of New Hampshire trusts and how they may help individuals and families preserve and transfer wealth.

New Hampshire is one of the best trust jurisdictions in the country, with no state income and capital gains tax on trusts, asset protection trusts, dynasty or perpetual trusts, directed trusts and other advantages. Fiduciary Trust of New England is a leading trust provider in New Hampshire.

09/08/2026

We’re proud to be voted a Top Wealth Manager by Massachusetts Lawyers Weekly readers for the third consecutive year—a recognition that reflects our team’s commitment to helping those we work with plan for their goals and build lasting financial legacies.

For more than 140 years, we’ve helped clients through important financial decisions with highly personalized guidance meant to navigate complexity and changing market conditions. This honor reinforces that longstanding approach. Our deep roots in Massachusetts are further underscored by our ranking as the 4th largest investment advisor in the state by the Boston Business Journal. Thank you to our clients for the trust they put in us and to our team for their continued dedication.

https://hubs.ly/Q04wZ4q40

09/04/2026

Money can be one of the most difficult topics for families to discuss, but open conversations can help build understanding, confidence, and financial responsibility. Learn more in our insight:

Ongoing family discussions can help ensure wealth and values can be successfully passed on to the next generation.

08/21/2026

A coordinated approach to college funding can help families navigate tax considerations, financial aid rules, and evolving education savings opportunities. Explore our insight on planning for college expenses:

Proactive financial planning strategies help reduce the burden of funding college expenses. Fiduciary Trust lists some strategies to consider.

08/14/2026

Choosing a trustee is one of the most important estate planning decisions you will make. Our insight explores the qualities, skills, and responsibilities to consider when selecting someone to carry out your wishes. Read more:

When creating your estate plan, one of the most important decisions you must make is who will be the trustee of any trusts you create.