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Patrick Center
30 West Patrick Street Suite 100
Frederick, MD 21701
Phone 301.631.5900
Toll Free 855.869.5900

 

A Trusted Advisor

The Family Heritage Trust Company is a non-depository chartered trust company and private wealth management firm headquartered in Frederick, Maryland. Personalized, face-to-face service is the cornerstone of our business philosophy. Our professional stewardship of your wealth is anticipative and responsive to your particular needs. We provide a broad array of fiduciary services to individuals, families, business owners, charitable organizations, and independent investment advisors.

Fee-based Investment Management Services

Designed to simplify complex financial challenges facing retirees and other family members through a sound investment philosophy free of proprietary products.

Personal trust administration

The Family Heritage Trust Company administers individual, family and institutional trusts with services such as portfolio management, bill paying, tax planning and assistance for individuals with life challenges.

A Dedicated Professional Staff

Backed by the exceptional expertise of a board consisting of attorneys, CPAs and financial professionals from your community