www.fiduciary-trust.com
Open in
urlscan Pro
173.203.133.108
Public Scan
Submitted URL: http://go.fiduciary-trust.com/
Effective URL: https://www.fiduciary-trust.com/
Submission: On January 20 via manual from US — Scanned from DE
Effective URL: https://www.fiduciary-trust.com/
Submission: On January 20 via manual from US — Scanned from DE
Form analysis
0 forms found in the DOMText Content
* Fiduciary Trust of New England (Our NH Affiliate) * Contact Us * Account Access * About * The Fiduciary Trust Difference * News and Awards * President's Letters * History * Sustainability * Diversity, Equity, and Inclusion * Corporate Governance * Whom We Serve * Individuals and Families * Family Offices * Third-Party Investment Advisors * Nonprofits * Professionals * Services * Wealth Planning * Investment Management * Trust * Estate Settlement * Philanthropy Services * Custody * Financial Coordination * Credit & Other * Team * Insights * Sustainability WEALTH IS MORE THAN THE ACCUMULATION OF ASSETS™ See How We Are Different THE FIDUCIARY TRUST DIFFERENCE President & CEO Austin V. Shapard and other officers discuss how we’re distinctive in the way we work with clients and the value we deliver. INSIGHTS INVESTMENTS - MARKETS 2023 MARKET OUTLOOK: GOODBYE TO ALL THAT In our 2023 Market Outlook, CIO Hans Olsen discusses how a rising rate environment upended easy money ideas such as meme stocks, SPACs, and cryptocurrencies. He also offers an outlook on inflation, interest rates, and debt and equity markets for the coming year. ▸ WEALTH PLANNING PLANNING WITH THE MASSACHUSETTS MILLIONAIRES TAX Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸ WEALTH PLANNING GETTING MARRIED: KEY FINANCIAL CONSIDERATIONS This article outlines ten financial topics partners should discuss before walking down the aisle. ▸ TRUSTS AND ESTATES ASSET PROTECTION TRUST BENEFITS New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize. ▸ WEALTH PLANNING ESTATE PLANNING FOR ART AND PERSONAL PROPERTY Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. ▸ NEWS 2023 PRESIDENT'S LETTER Fiduciary's President & CEO Austin V. Shapard reflects on Fiduciary's 137th year in business and looks ahead to 2023. ▸ FIDUCIARY TRUST SHORTLISTED FOR FIVE PAM AWARDS Fiduciary Trust is pleased to have been shortlisted for five Private Asset Management Awards for the 2023 ceremony. ▸ ANNE NOLEN JOINS FIDUCIARY TRUST AS CHIEF PEOPLE OFFICER Fiduciary Trust Company is pleased to announce the appointment of Anne Nolen as Chief People Officer and a member of the Senior Management Committee. ▸ FIDUCIARY TRUST EXPERTS IN THE NEWS At Fiduciary Trust, our industry-recognized experts and investment officers help our clients stay one step ahead. Given the depth of our expertise, our officers are regularly engaged in speaking events and sought out by the media for their views. ▸ FTC WINS MULTIPLE 2022 WM.COM INDUSTRY AWARDS FTC was awarded Outstanding Achievement in Trusts for ESG and Sustainability and Custody Thought leadership. This article also provides a roundup of recent industry award recognitions by the firm. ▸ SON JOINS FTNE AS VP AND SENIOR WEALTH ADVISOR Fiduciary Trust is pleased to announce the hiring of Nadi Son as VP and Senior Wealth Advisor for FTNE. ▸ FTC NAMED A TOP CHARITABLE CONTRIBUTOR BY THE BBJ Fiduciary Trust Company is honored to have been named a Top Corporate Charitable Contributor in Massachusetts by the Boston Business Journal for the tenth year in a row. ▸ FIDUCIARY TRUST NAMED A BEST FINANCIAL ADVISOR IN BOSTON Fiduciary Trust Company is pleased to have been named a 2022 Best Financial Advisor in Boston by Expertise. ▸ FTC NAMED A FINALIST FOR FOUR WM.COM AWARDS Fiduciary Trust Company is pleased to have been recognized for our donor-advised fund program, sustainable / ESG investing, and thought leadership. ▸ JEFFERS NAMED TO TOP COO LIST FTC Chief Operating Officer Rob Jeffers was recognized in a list of top COOs. ▸ Learn more about how we can help you Contact * Accessibility | * Privacy | * Legal | * Contact © 2023 Fiduciary Trust Company | Boston (617) 482-5270 | New Hampshire (603) 695-4320 * * *