Strong Client Retention Fiduciary Trust Company maintains an impressive 98% average annual client retention rate, indicating high client satisfaction and a loyal client base, which offers opportunities for expanding service offerings and cross-selling to existing clients.

Recognized Industry Leader The firm has received over 40 industry awards in the past five years and was voted one of the best wealth management firms in Massachusetts, positioning it as a reputable and trusted partner in the wealth management sector, ideal for introducing advanced tech solutions or consulting services.

Growing Leadership Team Recent high-profile hires including a Head of Technology and a COO suggest strategic growth and modernization efforts, creating potential engagement points around technology upgrades, operational efficiency, and digital transformation initiatives.

Technological Investment With recent addition of a dedicated Head of Technology and a tech stack including cloud and web technologies, the company is investing in technological infrastructure, presenting opportunities for IT services, cybersecurity, and software solutions tailored for wealth management firms.

Community Engagement Recognition as a top charitable contributor for 13 consecutive years demonstrates a strong community presence and opportunities to align with their philanthropic initiatives through sponsorship, CSR programs, or financial products supporting nonprofit and social causes.