Fiduciary Trust Private Wealth Counsel

Fiduciary Trust operates under a fiduciary-only model, meaning it is legally required to act in clients' best interests at all times and cannot accept commissions, referral fees, or sell proprietary investment products. This structure is designed to eliminate conflicts of interest that are common in bank-affiliated or broker-dealer advisory models (per public record).

The firm's publicly described approach centers on customized asset allocation using external managers, direct indexing, and individual securities across public and private markets. It does not appear to operate a proprietary direct-investment platform or a venture capital arm of its own (per public record).

The firm targets ultra-high-net-worth families, often those with net worth above $50 million, who require integrated investment management, tax planning, estate planning, and trust administration. Client wealth origin typically arises from business sales or inheritance, though specific family identity is not disclosed (per the firm's public profile).

There is no public evidence linking the firm to a larger bank or insurance company. It operates as an independent RIA. However, the name 'Fiduciary Trust' has been used by other entities historically; this specific entity appears to be a standalone private wealth counsel practice (per public record).

The firm covers a broad range of asset classes, including public equities, fixed income, private equity, real estate, and hedge funds. The investment horizon is long-term, with a focus on capital preservation and real growth. Stage-based investing is not publicly flagged; allocations appear to be customized per client rather than through pooled vehicles (per public record).