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 * 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

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© 2023 Fiduciary Trust Company  |  
Boston (617) 482-5270  |  New Hampshire (603) 695-4320

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