Kevin McAuliffe
Fiduciary Trust Company
Boston,
Massachusetts
About
Company name
Fiduciary Trust Company
Business title
Wealth Advisor
Contact
How to contact
kmcauliffe@fiduciary-trust,com
Professional Profile
Call Me When
Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
Professions
Wealth Manager
Functional Expertise
Business development
Business growth
Capital markets
Cash management
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Investments
Philanthropy
Retirement
Risk management
Strategic planning
Tax
Trusts
Exit/Transition Planning
Client Industries
Financial Services
Health/Pharma/Biotech
Non-profit
Real Estate/Construction
Chapter information
Membership
Greater Boston Individual
Member since
Member for 4 years
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