Fiduciary Trust

Fiduciary Trust International occupies a specific position in the wealth management market: a trust company with 95 years of operating history, fully owned by Franklin Templeton, that serves high-net-worth families and family offices rather than retail or institutional investors. That ownership structure matters to buyers evaluating long-term stability and access to broader investment resources, while the fiduciary-only revenue model means advisory fees are the sole source of income, removing product-sale conflicts that affect many competitors.

For family offices, the firm positions itself as both a service partner and an outsourced resource. The service menu covers the full lifecycle of wealth across generations:

• Master custody and recordkeeping, including alternative and unique assets
• Corporate trustee, Delaware trustee, and estate settlement services
• Outsourced Chief Investment Officer (OCIO) including asset allocation, portfolio management, and due diligence across public and private markets
• Tax planning, preparation, bookkeeping, bill pay, and partnership accounting
• Philanthropic consulting and foundation management
• Customised reporting and data aggregation for multi-family office structures

Clients access accounts through a digital platform with dashboard-level reporting, scenario modelling tied to a financial plan, and a document vault for legal files. The platform supports mobile access and aggregates external accounts alongside custody holdings.

The firm reports $113 billion in assets under care and a 98% five-year client asset retention rate, with an average client tenure of 19 years. These figures suggest the model works for clients who want a long-term institutional relationship rather than a transactional one. Pricing is not publicly disclosed, and the offering is structured around dedicated advisor relationships rather than a self-service product, which means it suits family offices seeking a hands-on institutional partner more than those looking for a technology-first standalone tool.

• Outsourced CIO services including asset allocation and portfolio management
• Trust administration and estate settlement
• Tax planning, preparation, and partnership accounting
• Master custody and recordkeeping for diverse asset types
• Philanthropic consulting and foundation management
• Customised reporting and data aggregation for family offices

• OCIO services with due diligence across private and public markets
• Master custodian and recordkeeping including alternative assets
• Delaware trustee and corporate trustee services
• Estate settlement with specialist handling of real estate, art, and unusual assets
• Digital client platform with dashboard, scenario modelling, and document vault
• Mobile app for account monitoring
• Partnership accounting and bill pay
• Performance reporting and data aggregation
• Sustainable investing integration within portfolio management
• Philanthropic consulting and foundation management

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated wealth advisor and relationship manager; phone support via toll-free numbers; email contact available for each regional office