Michael Schiff Elected Vice Chair of STEP Gold Coast Florida
October 10 2019 - 9:20AM
Fiduciary Trust Company International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that
Michael Schiff, managing director, has been elected vice chair of
the Gold Coast Florida chapter of the Society of Trust & Estate
Practitioners (STEP).
Based in London, STEP is a global body which consists of 100
branches and chapters across 95 countries, and counts more than
20,000 attorneys, accountants, financial advisors, and other
practitioners around the world as members. STEP Gold Coast Florida
seeks to bring together trust and estate professionals in the South
Florida region to help them keep on top of the latest international
planning trends and changes in multijurisdictional law, and empower
them with networking opportunities and educational resources to
serve their clients effectively.
“I am proud to be able to facilitate collaboration among
professionals in South Florida who help individuals and families
plan their financial futures,” said Mr. Schiff. “With
multijurisdictional processes and protocols continuing to evolve,
we are glad to play a leading role in ensuring trust and estate
practitioners throughout our community stay up-to-date on
international planning matters and remain positioned to provide
useful inheritance and succession planning advice.”
As vice chair of STEP Gold Coast Florida, Mr. Schiff will be
responsible for expanding its membership base within the
accounting, family office, insurance, legal, banking, and planning
communities in South Florida. He will work with professionals who
already have an international element to their practices or wish to
gain exposure to international planning concepts. Mr. Schiff will
also assist with formulating topics and procuring speakers to draw
attendance at STEP Gold Coast Florida events.
Many Fiduciary Trust leaders are active STEP members and
officers. Ellen Kratzer, Fiduciary Trust managing director, was
elected chair of STEP USA, which oversees the 17 STEP branches and
chapters in the U.S., earlier this year.
“STEP is a vital forum for bringing trust and estate
practitioners together for the benefit of high-net-worth
individuals and families all over the world, including here in
South Florida,” said Gail E. Cohen, chair of Fiduciary Trust
Company International’s board of directors and general trust
counsel. “Michael’s leadership at STEP Gold Coast Florida, and
Ellen’s leadership in STEP USA, underscore our commitment to
ensuring individuals and families in the markets we serve receive
the best possible advice and service when planning to grow,
protect, and pass along their hard-earned wealth.”
STEP seeks to promote high professional standards among those
who work in the trust and estate field and educate members of the
public about inheritance and succession planning issues their
families may experience. Understanding every professional in the
trusts and estates area will likely encounter exposure to
international matters, STEP provides a forum where members can
discuss multijurisdictional issues and learn about recent
developments related to international planning. STEP members can
receive the well-respected TEP (Trust and Estate Practitioner)
designation if they attain a combination of qualifications and
experience as a specialist focused on inheritance, tax, and
succession planning.
About STEPSTEP 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 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 June 30, 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 over US$692 billion in assets under
management as of September 30, 2019. For more information,
please visit franklintempleton.com.
Copyright © 2019. Fiduciary Trust Company International. All
rights reserved.
Contacts:
- Rebecca Radosevich:
212-632-3207rebecca.radosevich@franklintempleton.com
- Laura Simpson: 973-850-7319lsimpson@jconnelly.com
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