Ellen Kratzer to Speak at 2020 STEP Europe Conference in Vienna
February 19 2020 - 2:10PM
Business Wire
Fiduciary Trust Company International, a global wealth manager
and wholly-owned subsidiary of Franklin Templeton, proudly
announces that Ellen Kratzer, managing director, will speak at this
year’s STEP (Society of Trust & Estate Practitioners) Europe
conference, to be held February 20-21, 2020 at the Ritz-Carlton in
Vienna, Austria.
Ms. Kratzer, who was elected chair of STEP USA in May 2019, will
represent the U.S. in a panel discussion on the second day of the
conference focusing on trust and estate practice updates in
Germany, Israel, Russia, and the U.S. The annual STEP Europe
conference is attended by trust and estate practitioners from 18
countries. Ms. Kratzer and the other speakers at this year’s
gathering will discuss the impact of expected advancements in
transparency, innovation, and mobility on the management of trusts
and estates during the 2020s.
“The new decade will bring many changes to the ways that trust
and estate practitioners around the world service the wealthy
families who rely on them,” said Ms. Kratzer. “It is important for
STEP members in different nations to be able to come together, and
learn from each other how the new era of transparency, innovation,
and mobility will help them serve their clients better across
generations—especially in the area of international planning.”
London-based STEP is a global body consisting of 100 branches
and chapters in 95 countries. More than 20,000 attorneys,
accountants, financial advisors, and other practitioners around the
world who deal with issues related to family inheritances and
succession planning belong to STEP. The organization seeks to
educate members of the public about inheritance and succession
planning matters which they and their families could experience.
STEP also promotes high professional standards among trust and
estate professionals. Its members can receive the respected TEP
(Trust and Estate Professional) designation if they obtain certain
qualifications and experience as a specialist concentrating on
inheritance, succession, and tax planning.
“Ellen has proven herself to be a fine ambassador for the
growing community of dedicated trust and estate specialists
throughout the world,” said Gerard F. Joyce, Jr., national head of
trust and estates at Fiduciary Trust Company International. “She
has made enormous contributions as a leader in this specialized
field, and her speaking engagement in Europe demonstrates that she
will continue to make a positive impact in the next decade.”
As chair of STEP USA, Ms. Kratzer works with STEP members in the
organization’s 17 branches and chapters in this country. She
previously served as chair of STEP New York. Many Fiduciary Trust
Company International team members are actively involved in STEP,
with Michael Schiff, managing director, having been elected vice
chair of STEP’s Gold Coast Florida chapter in October 2019. Gail E.
Cohen, chair of Fiduciary Trust’s board of directors and general
trust counsel, is also a founding board member and former vice
chair of the Gold Coast Florida chapter of STEP.
About STEP
STEP 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 Trust Company International
Fiduciary Trust Company International, a global wealth
management firm, has served individuals, families, endowments and
foundations since 1931. With over $77 billion in assets under
management and administration as of December 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 Resources
Franklin 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$688 billion in
assets under management as of January 31, 2020. For more
information, please visit franklintempleton.com.
Copyright © 2020. Fiduciary Trust Company International. All
rights reserved.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20200219005871/en/
Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com Laura Simpson:
973-850-7319 lsimpson@jconnelly.com
Franklin Resources (NYSE:BEN)
Historical Stock Chart
From Mar 2024 to Apr 2024
Franklin Resources (NYSE:BEN)
Historical Stock Chart
From Apr 2023 to Apr 2024