OVERVIEW FOR FAMILY OFFICES

Fiduciary Trust Charitable is an independent, public charity that offers flexible, advisor-managed donor-advised funds to help donors achieve their philanthropic goals. We understand the unique needs of family offices and have a customized approach and experienced team in place to serve them. There are four key areas that distinguish us in serving family offices:

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Integrated Personal Service

  • Dedicated, experienced advisor

  • Reporting integrated across family accounts available

  • Custom, simplified grant request process

  • Online and mobile account access

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Expertise

  • Administrative services provider with $20B+ in assets under supervision
    (Fiduciary Trust Company, which was founded as a family office)

  • Conversions of private foundations to donor-advised funds

  • Giving strategy and measurement, in partnership with philanthropic consultants

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Flexibility and Innovation

  • Tailored investment approach with a broad universe of options

  • Family office can provide custom investment recommendations

  • Accept a variety of illiquid assets

  • International grant capability

  • Custom DAF features available

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Sustainable Practices

  • Sustainable investment options

  • Low carbon impact initiatives

  • “Positive Philanthropy Pledge”

  • Independent board and auditors

To learn more about how Fiduciary Trust Charitable can meet the needs of your family office, please contact

Todd Eckler at 617-292-6766 or teckler@fiduciary-trust.com.