Fiduciary Trust International

We were proud to serve as gold sponsors at the Real Property, Trust and Estate American Bar Association National CLE Conference, where our National Fiduciary Counsel, Paulina Mejia, offered her guidance on a panel discussion examining the most effective methods and strategies used by legal professionals in their day-to-day practice.

The cognitive decline of a loved one is one of the most difficult things your family may face. For Mental Health Awareness Month, here are some steps that can make a big difference in safeguarding your family's finances and minimizing emotional strain.

We are proud to be long-standing sponsors of the Audubon Society Women in Conservation luncheon, an event that honors women leaders in environmental conservation. Managing Directors Gloria Fieldcamp and James Le Rose, along with Head of Advisory Solutions Group Kate Huntington, joined the founder of Women in Conservation, as well as other members of the Society and their guests.

Need a quick reference guide that captures insights on markets and the economy? Read Fiduciary Trust Thinks for our views across asset classes distilled into bite-sized observations.

Our Philanthropic Director Abby Axelrod-Wunderman, CAP® moderated an inspiring panel during the "Women at the Helm: Leading with Heart in Philanthropy," event we co-presented with the Barnes Foundation. The discussion highlighted the stories of inspiring women from varied backgrounds and their approaches to giving and making an impact in their communities.

Investors interested in enhancing the diversification in their portfolios may want to consider alternative investments, says Head of Research Erick Rawlings. He has found that, over long time periods, alternatives demonstrate attractive historical returns with lower volatility than stocks.

Congratulations to Managing Director Freda Lam Zietlow, CFA, NACD.DC for being recognized as one of Silicon Valley Business Journal’s Women of Influence 2024 award winners! Freda is a sought-after advisor for private families, endowments, and foundations. She heads the firm’s investment efforts in Northern California and has guided clients through different market cycles, aligning portfolios with their financial and personal goals. Freda is also a passionate advocate for sustainability, DEI, financial literacy, and women in corporate leadership. Join us in celebrating her accomplishments!

We were honored to partner with our parent company, Franklin Templeton, to sponsor the 2024 Tee to Table event. Charles Johnson, Wealth Director, Kim Strand, Director of Business Solutions and Louis Mohn from FT's Digital Assets team joined this year's golf tournament to support the Juvenile Diabetes Research Foundation, whose mission is dedicated to fighting type 1 diabetes through innovative research.

Douglas Cohen, Managing Director and Portfolio Manager, recently shed light on the performance, key risks, and investment implications associated with the Magnificent 7 stocks. While interest in practical AI applications continues, he says momentum could fade if expectations fall short.

It was great celebrating the opening of our new office in West Palm Beach with our local clients and friends. We are excited about the opportunity to support the wealth management needs of this thriving and dynamic community in South Florida!