The Family Heritage Trust Company provides concierge trust and special needs trust services to our clients including a broad range of competent and professional fiduciary management services. These services include investment management, account administration and accounting, security safekeeping, bill paying, tax planning, performance measurement, and fund collection and disbursement. As a trust company, we are held to the highest standards of professional conduct and are subject to comprehensive regulatory oversight. Dual controls guide the management of client funds, and we have a legal obligation to oversee investment portfolios to ensure assets are managed according to client objectives and needs.
HELPLINE: (443) 330-5341
The Family Heritage Trust Company
Category: Estate and Financial Special Needs Planning
Contact First Name:
Breann
Contact Last Name:
Day
Address:
The Family Heritage Trust Company, 30 W Patrick Street, Suite 100
Frederick, MD 21701
Phone:
301-631-5900
Email Address :
bday@fhtrust.com
Website :
http://www.fhtrust.com
About:
The Family Heritage Trust Company provides concierge trust and special needs trust services to our clients including a broad range of competent and professional fiduciary management services. These services include investment management, account administration and accounting, security safekeeping, bill paying, tax planning, performance measurement, and fund collection and disbursement. As a trust company, we are held to the highest standards of professional conduct and are subject t Read More