PRESS RELEASES

Fiduciary Trust’s Ellen Kratzer Named Chair of STEP USA

05.14.2019

NEW YORK, NY—May 14, 2019—Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, proudly announces that Ellen Kratzer, managing director, has been appointed chair of STEP USA, the national organization overseeing the 18 branches and chapters of the Society of Trust & Estate Practitioners (STEP) in the United States.

“STEP plays an important global role in educating families about inheritance and succession planning, as well as maintaining the highest professional standards among the trust and estate professionals who serve them,” said Ms. Kratzer. “I am honored to be in a position to work with my STEP USA peers to help them coordinate their educational and professional development activities across the country.”

STEP seeks to educate the public about inheritance and succession planning issues faced by families, as well as promote high professional standards among those who work in the trust and estate field. The organization offers a variety of qualifications, professional development programs, and networking opportunities for its members. STEP is headquartered in London and includes more than 20,000 members from 95 countries.

Ms. Kratzer serves Fiduciary Trust clients in the US, Canada, Europe and Asia. She is responsible for maintaining and managing relationships with individuals, families and their advisors, and collaborating with them to find the best solutions for achieving clients’ goals. Ms. Kratzer is widely recognized for her expertise and her contributions to the industry, having been named a “Woman of Influence” by the New York Business Journal in 2018. She also received the “Wall Street Women of Excellence Award” from Traders Magazine in 2013.

“Ellen embodies our client-focused culture, as well as our dedication to working closely with multiple generations of families to effectively manage and grow their wealth and properly implement their legacies,” said Gerard F. Joyce, Jr., national head of trust and estates at Fiduciary Trust. “She is a credit to our organization, and we are proud of the positive impact she continues to make on our industry.”

Prior to becoming chair of STEP USA, Ms. Kratzer served as vice chair of the regional board of directors. She is also a member of the Estate Planning Council of New York City, and the International Bar Association’s Private Client Committee. Ms. Kratzer is currently co-chair of the Council for Canadian-American Relations and is a former chair of the United Nations High Commissioner for Refugees’ US board. From 2014 to 2016, Ms. Kratzer was president of the Association of Junior Leagues International, comprising 150,000 women volunteers across 291 Junior Leagues in the US, Canada, Mexico and the UK.

About STEP

STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognized as experts in their field, with proven qualifications and experience. Find out more at www.step.org.

 

About Fiduciary Trust

Fiduciary Trust Company International, a global wealth management firm, has served individuals, families, endowments and foundations since 1931. With over $75 billion in assets under administration and management as of March 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, 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 Templeton

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$720 billion in assets under management as of April 30, 2019. For more information, please visit franklintempleton.com.  

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