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You can't take it with you, but you can keep most of it in the family. Fiduciary Trust Company specializes in private banking and investment management for individuals and families; to a lesser extent, it also serves institutional investors. The firm caters to wealthy families by providing a range of integrated services such as investments, trusts, tax and estate planning, wealth transfer, and private banking under its Family Resource Management banner. Client assets are typically held in separate accounts that are overseen by individual portfolio managers. (The minimum investment for new clients is $2 million.) Founded in 1931, Fiduciary Trust was acquired by mutual fund manager Franklin Resources in 2001.