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Wealth Management, Investment Planning, and Estate Management Case Studies
The cornerstone of our business is about meeting the needs of people—like you, and families like yours.
High Net Worth Financial Planning Case Study | Fiduciary Trust Company
About five years ago, a former neighbor and close friend of one of our investment advisors reluctantly relocated his Route 128 high-tech firm to Silicon Valley for business reasons. Despite hard times in the industry, the business prospered.
http://www.fiduciary-trust.com/about/case-studies/coast-to-coast/
Fiduciary Trust Company Case Studies | Working with Outside Advisors
A new client was referred to us several years ago by an estate planning attorney, who decided that his client could use help with his financial planning.
http://www.fiduciary-trust.com/about/case-studies/working-with-outside-advisors/
Opening the Family Office Case Study | Fiduciary Trust Company
We were recently approached by a family that has been blessed with significant entrepreneurial talent. The patriarch of the first generation had built up substantial assets through multiple ventures, and was now helping to finance several similar ventures by members of the second generation.
http://www.fiduciary-trust.com/about/case-studies/opening-family-office/
Multigenerational Wealth Management Case Study | Fiduciary Trust Company
Fiduciary is currently working with three generations of a family: the children of the trust-establishing patriarch and matriarch, their children, and their grandchildren. This creates interesting challenges, both for the family and Fiduciary.
http://www.fiduciary-trust.com/about/case-studies/balancing-act/
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Retirement Planning and Wealth Management Case Study | Fiduciary Trust Company
We're often approached by individuals who are planning for retirement and aren't sure how to bring the various pieces of their portfolio together to create a cohesive whole. One such individual came to us after retiring from a firm that he had founded more than 40 years earlier.
http://www.fiduciary-trust.com/about/case-studies/shifting-perspectives/
Portfolio Analysis and Allocation Case Study | Fiduciary Trust Company
One of our new clients—the former CEO of the company she had founded—came to us after she sold her business. She had put the bulk of her assets into municipal bonds, with the intention of diversifying into a wider range of assets.
http://www.fiduciary-trust.com/about/case-studies/portfolio-analysis/
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