Wealth Planning

Wealth Planning - A Worthy Balance

At Fiduciary Trust, our expertise lies in addressing your entire wealth management equation --managing your investment goals, structuring your wealth and administering your trusts to make sure your wealth can provide the greatest benefit to you and your heirs.
We believe your values, goals and interests come first in managing your wealth. You're the steward of your assets. We're here to assist you and your professional team. We're here to help make life simpler and money work smarter.

Perhaps you have a core portfolio with a retirement income focus or several mandates ranging from supporting a child's education to funding potential health care needs.

Alternatively, you may be concerned about dividing your assets fairly and equally. How do you best manage your blended family's assets, or provide for a special needs child?

Stewarding wealth means leading the way for the next generation and that generally involves both family and community. Our clients often have a distinct view of their legacy and look to us to help ensure their plans thrive over time.