Best of the Best 2023

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TRUSTS

FIDUCIARY TRUST OF NEW ENGLAND

New Hampshire Trusts

Expansion of NH trust capabilities, thought leadership, and distribution Fidu- ciary Trust of New England provides access to NH’s advantageous trust laws. Specifically, no income and capital gains tax, asset protection trusts, perpetu- al trusts, directed trusts, and a more effective and efficient administration of trusts. The state is also one of a few that allows a trustee to pursue a sustainable investing strategy. FTNE began as a startup in 2014 and has since grown to be- come the premier provider of NH trust services. We differentiate ourselves by combining expertise with personal service and NH’s favorable trust laws.

Fiduciary Trust of New England ($5.4B assets) is the premier New Hampshire-chartered personal trust company, and an affiliate of Boston-based private wealth manager Fiduciary Trust Company ($21B assets). FTNE provides flexible trust administration services, including serving as a corporate trustee under directed trust arrangements, and also offers wealth planning and investment management services.

254 WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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