Fidelity Personal Trust
in the United States 🇺🇸
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About Fidelity Personal Trust in the United States
Fidelity Personal Trust is a specialized federal savings bank providing trust and fiduciary services as part of Fidelity Investments' wealth management offerings. With approximately $78.2 million in assets, the institution focuses exclusively on trust administration rather than traditional consumer or commercial banking services.
As a subsidiary of Fidelity Investments, one of the world's largest financial services companies, Fidelity Personal Trust serves high-net-worth individuals and families seeking professional trustee services, estate planning support, and multi-generational wealth transfer solutions. The institution brings institutional expertise and objectivity to complex trust arrangements.