Your financial success is built not just on expertise, but on strong partnerships and a comprehensive understanding of your financial life. That’s why we are offering Franklin Templeton and Putnam Investments clients the opportunity to work with Fiduciary Trust International—a wholly-owned subsidiary of Franklin Templeton—for thoughtful, personalized guidance that goes beyond investment management.
Fiduciary Trust International can provide support across trust & estate strategies, tax planning and complex wealth management to help you navigate life’s most important decisions with confidence. We can provide you with:
- Comprehensive planning. Your investments, estate and taxes work together to protect and grow your wealth.
- Personalized portfolios. Built around your goals.
- Trusted guidance. Clear, objective advice with your best interests at heart.
- Proven expertise. Decades of experience help you make confident, strategic decisions.
“Having a comprehensive estate plan in place can protect loved ones, minimize taxes, avoid probate, control assets and ensure your wishes are clearly honored.”
Leslie Bohner
Chief Fiduciary Officer
Receive a complementary estate plan review
Please complete the form below and your Wealth Director will reach out to you within one business Day. Or you can reach them anytime via their email or phone number in the email you received.
Frequently asked questions
Who is Fiduciary Trust International? Is this company part of Franklin Templeton?
Fiduciary Trust International is a boutique wealth management firm with 90+ years’ experience serving high-net-worth clients. Our culture is built on innovation and forward-thinking solutions. We believe this is why clients choose us, and stay with us for generations, and why our employees are happy building long-term careers here. As a fiduciary, our focus is always on our clients and their best interests. As client fees are our only source of revenue, our advice is free of conflict and unbiased. Fiduciary Trust Company International, headquartered in New York, (and subsidiaries doing business as Fiduciary Trust International) and FTCI (Cayman) Ltd. is a fully-owned subsidiary of Franklin Templeton.
How is Fiduciary Trust International related to Putnam?
Both Fiduciary Trust Company International, headquartered in New York, (and subsidiaries doing business as Fiduciary Trust International) and FTCI (Cayman) Ltd. and Putnam Investments, are part of the Franklin Templeton family of companies.
- To learn more about Fiduciary Trust International: https://www.fiduciarytrust.com/meet-our-team/about-us
- To learn more about Putnam Investments: https://www.putnam.com/putnam-investments/about-putnam
- To learn more about Franklin Templeton: https://www.franklintempleton.com/about-us/why-franklin-templeton
I received an email from Fiduciary Trust International. How did I get on the list?
As a current (or former) Franklin Templeton and/or Putnam Investments customer, Franklin Templeton and its affiliates may, from time to time, reach out to you with valuable information, content and offers such as the email you received, in accordance with Franklin Templeton’s Privacy Notice. You have the option to unsubscribe from future messages at any time.
Why has Fiduciary Trust International reached out to me?
Fiduciary Trust International is committed to supporting high-net-worth clients in navigating the complexities of wealth with care, insight and integrity. One of the meaningful ways we seek to add value is by providing thoughtful, personalized guidance that extends well beyond investment management.
Based on the information available to us from your investments with Franklin Templeton/Putnam Investments, we see that you are not currently working with a dedicated wealth advisor. We believe it is imperative for every client to have access to quality advice. Therefore, we are reaching out to you as a valued customer of the Franklin Templeton family of companies in recognition of your long-standing relationship with us. We wish to extend our expertise as a thank you for the relationship you’ve built with the Franklin Templeton family.
How does Fiduciary Trust International have my information?
Fiduciary Trust International, headquartered in New York, (and subsidiaries doing business as Fiduciary Trust International) and FTCI (Cayman) Ltd. if a fully-owned subsidiary of Franklin Templeton. As a current (or former) Franklin Templeton and/or Putnam Investments customer, Franklin Templeton and its affiliates may, from time to time, reach out to you with valuable information, content and offers such as the email you received, in accordance with Franklin Templeton’s Privacy Notice. You have the option to unsubscribe from future messages at any time.
What happens to my existing investments in the Franklin/Putnam funds? Are they being moved to Fiduciary Trust International?
No. As a current Franklin Templeton and/or Putnam mutual fund customer, please continue to service your accounts as you do presently.
What does the complimentary estate plan review include?
Fiduciary Trust International is offering clients of Franklin Templeton and Putnam Investments the opportunity to meet with a Wealth Director to discuss their estate plan. The conversation can help determine whether the client’s plan reflects current wishes, family dynamics and recent legal or financial changes. For those without a plan, our Wealth Directors can outline options for getting started.
Wealth Directors serve as senior advisors, drawing on decades of experience with high-net-worth families. They are part of a multi-disciplinary team of specialists at Fiduciary Trust International who work on crafting investment, tax planning and wealth transfer strategies to help clients grow and protect their wealth.
Am I under any obligation because of this email? Is there any action that I am required to take?
The email has been sent to you in recognition of your long-standing relationship with, and as a valued customer of the Franklin Templeton family of companies. Fiduciary Trust International is pleased to offer you a no-cost opportunity to review your current estate plan and help ensure it still reflects your wishes and life circumstances—or to help you get started if you don’t yet have a plan in place. This is a simple but valuable step toward protecting your legacy and providing clarity for your loved ones.
While we hope to further enhance our valued relationship with you, there is no obligation to take any action. Whatever action you may choose to take (or not take) will have no impact on your existing investments in the Franklin Templeton and/or Putnam mutual funds.
As a Franklin Templeton Customer, who can I speak to about Fiduciary Trust and this offering?
Please reach out to your Fiduciary Trust Wealth Director whose phone number and email are listed in the email you received from us.
You may also reach out to:
- Fiduciary Trust International at: 1-877-384-1111
- Putnam Investments at: 1-800-225-1581
- Franklin Templeton at: 1-800-632-2301
Comprehensive wealth management services
At Fiduciary Trust International, it all begins with our advisors taking the time to truly understand you, so we can tailor our services and guidance to your unique needs and goals.
Wealth planning
Our comprehensive approach aligns the three key areas of wealth management- investing, wealth planning and trust and estate strategies.
Investing
We provide strategic portfolio management to individuals, families and nonprofits.
Trust & estate services
We help you create trust strategies that bring insight to the planning process to help ensure that your intentions are met.