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Fiduciary Trust

www.fiduciary-trust.com

 
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

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Brynwood Partners

Established in 1984, Brynwood Partners is a control-oriented, operationally-focused, lower middle market buyout fund that acquires consumer products companies. The managing partners of Brynwood Partners have extensive operating experience, as CEOs and CFOs of both public and private companies, which allows the firm to acquire both performing and underperforming businesses and corporate orphan brands with or without management teams. Brynwood Partners will only target investment opportunities where it can leverage the operational expertise of its managing partners to create significant shareholder value. With over $725 million of assets under management, Brynwood Partners is actively seeking new investments for its latest fund, Brynwood Partners VII L.P., with $420 million of committed capital.