Safekeeping your assets

The dynamic changes in today’s markets have made many individuals and institutions alike understandably cautious about where they hold their assets. Founded in 1931, Fiduciary Trust has long been dedicated to navigating global markets and safeguarding client assets through changing and challenging times.

Backed by the deep and global resources of our parent company, Franklin Templeton Investments, Fiduciary Trust International can provide sophisticated and comprehensive wealth management services to our clients while delivering a highly personalized level of service. Since our inception, individuals, families and institutions, including foundations, endowments, pension funds, charities, government authorities and insurance companies, have looked to us as trusted advisors. Our unwavering focus on client service reflects our long-standing commitment to enhancing the value we bring to our clients.

Alignment of Interests and Protection of Assets

Fiduciary Trust International is not a bank. We are a trust company, and as such, we hold client assets in separately managed accounts. Assets are not included in the firm’s corporate capital and cannot be borrowed or loaned by the firm, nor are they subject to the firm’s creditors. We are not FDIC insured as a trust company; however, any cash balances in your account may be placed on deposit at one or more FDIC-insured banks to the maximum extent permitted under the FDIC’s general deposit insurance rules in accordance with the Federal Deposit Insurance Act (further details can be found at www.fdic.gov/deposit/).

Enduring Financial Stability

A culture of fiscal responsibility is embedded in all aspects of our business. The solid financial track record of Fiduciary Trust International as well as that of our parent company, Franklin Templeton Investments, includes conservative balance sheet management practices, substantial liquid cash and investments and access to additional liquidity.

Continuity of Management

We seek to build long-term relationships with our clients through superior service, characterized by a high level of personal attention. Our clients benefit from the expertise and dedication of our experienced professionals who average over 20 years of industry experience and 15 years of tenure with the firm. Our commitment to delivering exceptional service to our clients has earned us a 98% client retention rate.

Providing over 90 Years of Strength and Stability

The tenets upon which Fiduciary Trust International was founded – providing stability and sanctuary during a time of economic change – are as relevant as ever today. Our services have become more comprehensive and sophisticated over the years, but our core values and mission remain firmly grounded in those same founding principles.

Our prudent business practices and deep resources position us well to continue to preserve and enhance our clients’ assets for generations to come.