Fiduciary Trust International

What Fiduciary Trust International does

Fiduciary Trust International is a fiduciary wealth management firm founded in 1931 and headquartered in New York, operating as a wholly-owned subsidiary of Franklin Templeton since 2001. The firm serves high-net-worth and ultra-high-net-worth individuals, families, business owners, executives, and nonprofit organizations (foundations, educational institutions, religious institutions) through 15 office locations across the United States and Grand Cayman. Its service portfolio spans Wealth Planning (financial and retirement planning, estate planning, charitable giving, tax planning and preparation), Investment Management (including alternative investments and sustainable investing), Trust and Estate Services, Family Office Services, Services for Nonprofits, and Custody Services, delivered through dedicated multi-disciplinary teams of 94 investment professionals averaging 24+ years of experience and 63 trust and estate professionals.

The firm's underlying delivery model is relationship-driven rather than product-software-driven: portfolio managers, trust officers, and tax advisors work together on a single coordinated wealth plan, with an average client tenure of 19 years and 98% five-year asset retention. AUM-based advisory fees constitute the primary revenue stream, with $113+ billion in assets under care as of 12/31/25 and an average family office relationship size of $107 million. Operational and capital backing come from parent Franklin Templeton, a $1.6 trillion global investment manager with 9,000+ employees across 47 global office locations, while FTI maintains its boutique fiduciary brand and independent operating posture.

Technology footprint is modest relative to fintech-native competitors: no API, no app, no disclosed AI/ML capabilities, and no patents. The recent Digital Wealth Management Impact Award (Datos Insights, 2024) for a Client Meeting Experience Tool and the presence of a Chief Digital Officer signal incremental digital investment, but the core intellectual property remains the advisory talent and the multi-disciplinary fiduciary process rather than proprietary technology.

Name

Fiduciary Trust International

Legal name

Fiduciary Trust Company International

Website

https://fiduciarytrust.com

Company type

Private

Founded year

1931

Operating status

Operating

Headcount range

251–500 employees

Short description

Fiduciary Trust International is a fiduciary wealth management firm founded in 1931, serving high-net-worth and ultra-high-net-worth individuals, families, and nonprofits with investment management, trust, estate, and family office services across $113B+ in assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Finance Services (6199)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Trust and estate administration
• Investment management
• Family office services
• Fiduciary advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices15 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Fee-based revenue model primarily charging fees on assets under management. The firm provides comprehensive wealth management services including investment management, wealth planning, trust & estate and family office services.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Fiduciary Trust International is a fiduciary wealth management firm providing investment management, wealth planning, trust and estate, and family office services to high and ultra-high-net-worth individuals and families, as well as nonprofit organizations. As of 12/31/25 the firm manages $113+ billion in assets across 15 U.S. and Grand Cayman offices, charging fees on assets under management. Its core offerings integrate investment management, tax planning, estate planning, and trust services under one fiduciary platform under parent company Franklin Templeton.

Product overview

Fiduciary Trust International is a fiduciary wealth management firm offering a unified platform of wealth management services. The core offerings include Wealth Planning (encompassing Financial & Retirement Planning, Estate Planning, Charitable Giving, and Tax Planning & Preparation), Investment Management (with Alternative Investments and Sustainable Investing modules), Trust & Estate Services, Family Office Services, Services for Nonprofits, and Custody Services. The firm integrates these services through a coordinated approach where investment management, tax planning, and estate considerations work together as a holistic strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Comprehensive wealth planning services integrating financial and retirement planning, estate planning, charitable giving, and tax planning and preparation to help clients achieve the best outcomes at every stage of life. For high-net-worth and ultra-high-net-worth individuals and families.
• Investment Management Customized investment portfolio management guided by client goals, informed by global market insights and managed with ongoing oversight, combining active and passive strategies across traditional and alternative investments. For high-net-worth individuals, families, and nonprofits.
• Alternative Investments Alternative investment opportunities offered as part of a diversified portfolio strategy designed to align with client investment objectives and overall wealth plan.
• Sustainable Investing Investment strategies incorporating environmental, social, and governance (ESG) considerations that reflect client values and long-term financial goals.
• Trust & Estate Services Professional trustee and fiduciary services including trustee services, estate settlement, directed trusts, and special needs trusts designed to preserve and transfer wealth across generations. Includes 63 trust and estate professionals with 24 years average experience.
• Family Office Services Comprehensive family office services for ultra-high-net-worth individuals including customized investment strategies, wealth planning coordination, and specialized administrative support. Average relationship size of $107 million as of 3/31/25.
• Services for Nonprofits Tailored financial solutions for nonprofit organizations including private foundations, public institutions, schools, colleges, cultural and religious institutions, covering investing, mission-aligned investing, alternatives, and philanthropic solutions.
• Custody Services Master custodian services that securely hold assets, settle trades in over 80 markets worldwide, provide comprehensive accounting and reporting, and manage cash with dedicated transition and conversion support.

Quantifiable outcome

• 98% client asset retention over 5 years (as of 3/31/26)
• +2 more outcomes

Named customers1 record

Segments10 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators11 records

Recent moves11 records

Expansion highlights6 records

Direct peers

• Bessemer Trust: Privately-held, multi-family office and wealth management firm serving HNW/UHNW families with integrated investment management, trust, and family office services. Highly comparable to Fiduciary Trust in target clientele, fiduciary-only model, multi-generational focus, and AUM scale (~$135B).
• Glenmede: Independent, privately-held wealth and investment management firm specializing in serving HNW/UHNW families, foundations, and endowments. Closely comparable to Fiduciary Trust in fiduciary structure, multi-generational advisory focus, and absence of retail banking conflicts.
• Brown Brothers Harriman (BBH) Wealth Management: Privately-held partnership offering private banking, investment management, and trust services to HNW/UHNW families and institutions. Directly comparable to Fiduciary Trust in fiduciary-only positioning, multi-generational focus, and private partnership ownership structure.
• Rockefeller Capital Management: Privately-held wealth management and investment advisory firm serving UHNW families and institutions. Comparable in UHNW focus, integrated family office-style services, and ownership by a strategic parent (Yale Brothers / Rockefeller family heritage).
• GenSpring Family Offices: Family office services firm serving UHNW families with integrated wealth management, investment, and family governance. Comparable family office offering and UHNW focus, though more concentrated in pure family-office services than full-spectrum wealth management.

Broad incumbents

• Northern Trust Wealth Management: Wealth management arm of Northern Trust Corporation serving HNW/UHNW individuals, families, and institutions globally with comprehensive trust and custody services. Comparable offering set but operates as part of a much larger publicly-traded custody bank with broader institutional services.
• BNY Mellon Wealth Management: Wealth management division of BNY Mellon, one of the largest global custody banks, serving HNW/UHNW clients with investment management, trust, and family office capabilities. Comparable in service breadth but embedded in a much larger institutional parent.
• Wilmington Trust: Wealth management and trust services provider, now part of M&T Bank, serving HNW/UHNW individuals, families, and institutions with investment, trust, and estate planning. Comparable in trust and estate capabilities and UHNW focus, though now a division of a regional bank.
• J.P. Morgan Private Bank: Global private banking division of JPMorgan Chase serving UHNW individuals and families worldwide. Comparable in UHNW advisory and family office services, but embedded in the largest US bank with global capabilities well beyond Fiduciary Trust's US-centric footprint.
• BNY Wealth (US Private Bank): US private banking arm of BNY offering trust, estate, and investment services to HNW/UHNW clients. Comparable in trust and estate administration depth and HNW client focus, with parent-level infrastructure advantages over Fiduciary Trust's boutique structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fiduciary-trust-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiduciary Trust International