PRESS RELEASES

Fiduciary Trust International Wins Two 2020 Family Wealth Report Awards

03.20.2020

NEW YORK, NY—March 19, 2020—Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has won 2020 Family Wealth Report Awards for excellence in Family Wealth Counseling and independent Fiduciary/Trust Services. The firm was also shortlisted in the Wealth Planning category for non-institutional organizations.

“We are extremely honored to be acknowledged by our industry peers for our commitment to giving clients and their families peace of mind,” said John M. Dowd, chief executive officer of Fiduciary Trust International. “Our ongoing technology innovation enables us to continue to improve the wealth management experience and expand the tailored solutions we can provide to help clients reach their financial goals. These awards recognize the value and thought leadership we offer as trusted partners to the high-net-worth families we serve.” 

Fiduciary Trust International, winner of the 2018 WealthManagement.com Industry Award in the Trusts category, works with family members to develop and implement personalized strategic plans, and invest significant time up-front to identify long-term objectives. These plans encompass investment management, strategic wealth planning, trust and estate services, and taxation. Every family’s goals are viewed as evolving strategies, and are assessed regularly. To introduce the next generation to wealth management, Fiduciary Trust runs the Young Investors Club, a forward-thinking program designed to educate students under age 18 about finance and investing.

Fiduciary Trust International’s trust and estate professionals carry out trustee and executor responsibilities such as day-to-day management of estates, trust accountings, assistance with tax document preparation, and oversight of asset sales and distribution. They also handle the delicate balance of family dynamics and personal relationships involved with managing a family’s wealth.  

To learn more about Fiduciary Trust’s suite of comprehensive investment and wealth management services, please visit https://www.fiduciarytrust.com/what-we-do/.  

 

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, has served individuals, families, endowments and foundations since 1931. With over $77 billion in assets under management and administration as of December 31, 2019, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The firm and its subsidiaries maintain offices in New York, NY, Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Lincoln, MA, Washington, DC, Wilmington, DE, and Arlington, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust on LinkedIn and Twitter: @FiduciaryTrust.

 

About Franklin Resources

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton. Franklin Templeton’s goal is to deliver better outcomes by providing global and domestic investment management to retail, institutional and sovereign wealth clients in over 170 countries. Through specialized teams, the Company has expertise across all asset classes, including equity, fixed income, alternatives and custom multi-asset solutions. The Company’s more than 600 investment professionals are supported by its integrated, worldwide team of risk management professionals and global trading desk network. With employees in over 30 countries, the California-based company has more than 70 years of investment experience and over US$698 billion in assets under management as of December 31, 2019. For more information, please visit franklintempleton.com.  

 

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