Invest With Confidence
The Family Heritage Trust Company is a local independent trust company, offering personalized trust and wealth management services for accounts both large and small.
Our Specializations
Trust Administration
We offer professional administration of personal trusts including the following services: principal and income accounting, bill payments, tax advisement, investment management, distribution assistance, and charitable trust administration.
Investments
We take the fiduciary responsibility of managing and preserving your wealth seriously. Our customized investment approach ensures your interests are given the highest priority at all times.
Estate Planning
In concert with your legal or tax advisors, we administer and manage your assets to ensure they are appropriately organized and allocated to maximum value at the time of your passing.
Retirement
Your retirement years should truly be your "Golden Years." We possess specialized expertise, experience, and personalized services to help you manage and enjoy the wealth created during your working years.
Our Mission
Our mission is to provide clients with a broad range of competent and professional fiduciary management services. The Family Heritage Trust Company’s services respond to the need for specialized administration of individual, special needs, family, and institutional trusts as the financial industry continues to consolidate and reduce trust services and investment management offerings.
As fiduciary, we are held to the highest standards of professional conduct and have a legal obligation to oversee investment portfolios to ensure assets are managed according to client objectives and needs.
Our Team
The Family Heritage Trust Company was founded by a group of financial professionals, attorneys, and CPAs from the region. With over 100 years of combined experience, our dedicated staff works to ensure that each client receives the personalized, face-to-face service that is the cornerstone of our business philosophy.
What Our Clients Say
"
Family Heritage Trust Company staff go above and beyond to assist me. The way they manage my money has been especially easy. I have come to consider Veronica Parker and every member of the FHTC staff as friends.
Sylvia Frank
Boonsboro, MD
"
The Family Heritage Trust Company has gone above and beyond as a trustee. I feel confident knowing that they are willing to take care of the smallest details to ensure my financial affairs are managed effectively.
Robert Wilson
Washington, D.C.