Estate Planning Insights

High net worth investors can have complex financial situations that may require additional knowledge from their financial professional. To assist you in building stronger relationships with high net worth clients and prospects, we’ve gathered insights from experts at Fiduciary Trust, a subsidiary of Franklin Templeton, on topics such as trust, estate and tax planning, transferring generational wealth, and charitable giving.1

  1. Fiduciary Trust Company International is headquartered in New York and its subsidiaries (doing business as Fiduciary Trust International) and FTCI (Cayman) Ltd. are part of the Franklin Templeton family of companies. Franklin Templeton Distributors, Inc., is the primary underwriter of the Franklin Templeton U.S. registered funds.