We are delighted that Rod Sayegh has been chosen as a finalist for Chief Technology Officer of the Year award by WealthManagement.com. His commitment and leadership have been essential in improving the client experience and continually delivering innovative technical solutions for our firm. Congratulations Rod!
Fiduciary Trust International
Investment Management
New York, NY 4,985 followers
Growing and protecting wealth for generations
About us
Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. We are part of the Franklin Templeton Investments family of companies. Communications are intended solely to provide general information. The information and opinions stated are as of the date referenced, and may change without notice. The information and opinions do not represent a complete analysis of every material fact regarding any market, industry, sector or security. Statements of fact have been obtained from sources deemed reliable, but no representation is made as to their completeness or accuracy. The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you. Information is provided solely for insight into our general management philosophy and process. Historical performance does not guarantee future results and results may differ over future time periods. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. View our Terms and Conditions at http://www.fiduciarytrust.com/disclosure ©2024 Fiduciary Trust International. All rights reserved.
- Website
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http://www.fiduciarytrust.com
External link for Fiduciary Trust International
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Public Company
- Founded
- 1931
- Specialties
- Investment Management, Wealth Structuring, Trust and Estate Services, and Custody Services
Locations
Employees at Fiduciary Trust International
Updates
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Scott Small, Trust Counsel, presented to local trust and estate attorneys on the unique aspects of pet trusts and how to care for your animal(s) when you no longer can. He explained common trust provisions, tax implications and some unusual options pet owner may not have considered to ensure their pets get the care and attention they deserve.
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For two decades, we've proudly sponsored the UJA-Federation of New York Trusts & Estates Annual Event. At this year's 33rd annual event, our team joined other trust and estate and planning professionals in support of UJA's impactful philanthropic work around the word.
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We join our parent company Franklin Templeton in celebrating #PrideMonth. Together we’re championing efforts to create environments that value diversity and inclusivity. Happy Pride!
🌈This Pride Month, we proudly celebrate the diversity that brings us together across cultures and boundaries. Let's honor the unique identities that make our community stronger! #PrideMonth #UnityInDiversity
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Read as Rod Sayegh, Head of Digital Strategy, shares his thoughts with Forbes on how wealth managers can better support the financial needs of the LGBTQ+ community.
How wealth managers can better serve LGBTQ+ community
social-www.forbes.com
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Having a high concentration in a single stock is like sitting down at the roulette table and putting a good chunk of your net worth on a single number. Our most recent newsletter explores the associated risks and potential options to help preserve your portfolio’s integrity.
Too much of a good thing: Overcoming concentrated portfolio risk
Fiduciary Trust International on LinkedIn
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Join us today! Ronald J. Sanchez, CIO, and Dan Clifton, Head of Policy Research for Strategas Securities, will share insights about the current dynamics of the U.S. election, efforts to boost economic policy heading toward November, the likely outcomes, and their investment implications. Register here: https://lnkd.in/eY5aSNMx
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Todd Stoller, CFA, CPA, CFP®, Regional Managing Director and Matt McKean, Wealth Director from our Boca Raton team co-presented with Meltzer Lippe to local CPAs on the benefits of integrating estate planning and income tax planning to enhance after-tax outcomes for clients.
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Join us for a unique opportunity to hear expert insights on the current dynamics of the U.S. election, efforts to boost economic policy heading toward November, the likely outcomes, and their investment implications. #jointheconversation
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Jeffrey S. MacDonald, CFA, Head of Fixed Income Strategies, had an insightful discussion with IMTC’s CEO Russell Feldman at the RIA Summit. Jeff highlighted key trends shaping the fixed income markets, the growth of the Separately Managed Account business, and how technology is empowering fixed income managers to customize at scale.