Fiduciary Trust’s Bryan D. Kirk Assumes New Role as Director of Financial and Estate Planning
June 18 2019 - 10:44AM
Fiduciary Trust Company International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announced today that
Bryan D. Kirk, who joined the firm in June 2015 as managing
director and trust counsel based in San Mateo, CA, has been named
director of financial and estate planning.
In his new role, Mr. Kirk will work directly with Fiduciary
Trust professionals as well as clients in each of the markets the
firm serves to deliver targeted advice on a wide range of matters,
including tax and transaction planning, wealth transfer strategy,
philanthropy, and family education and governance. He will also
lead the further development of Fiduciary Trust’s thought
leadership across the financial and estate planning
disciplines.
“Identifying and personalizing the right investment advice and
solutions to help every client meet their financial goals is one of
our key value propositions,” said Lawrence A. Sternkopf, president
and chief operating officer of Fiduciary Trust Company
International. “Bryan’s extensive knowledge of complex trust,
estate, and wealth planning issues positions him well to
collaborate with all of our teams and clients across the country,
and to ensure we continue to provide advice that is truly
forward-thinking.”
Prior to Fiduciary Trust, Mr. Kirk was a partner at San
Francisco-based Botto Law Group LLP, where he specialized in estate
planning, trust and estate administration, and tax-exempt
organizations.
“Fiduciary Trust has a special capability to provide tailored
financial and estate planning advice that is dynamically integrated
with our investment management and fiduciary services,” said Mr.
Kirk. “I’m looking forward to working alongside my colleagues
throughout our organization to ensure our clients always have the
resources and guidance they need to achieve fulfillment and peace
of mind in their financial affairs.”
Mr. Kirk earned his juris doctor from the University of
California-Berkeley School of Law, and graduated from Claremont
McKenna College with a bachelor of arts in literature and
government.
About Fiduciary TrustFiduciary 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, San Francisco,
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 TempletonFranklin 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 approximately US$695 billion in assets
under management as of May 31, 2019. For more information,
please visit franklintempleton.com.
Copyright © 2019. Fiduciary Trust Company International. All
rights reserved.
Contacts:
- Rebecca Radosevich:
212-632-3207 rebecca.radosevich@franklintempleton.com
- Laura Simpson: 973-850-7319lsimpson@jconnelly.com
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