Fiduciary Trust International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announces that
Michael Schiff, managing director, has been elected chair of the
Gold Coast Florida branch of the Society of Trust & Estate
Practitioners (STEP).
Mr. Schiff, who was elected vice chair of STEP Gold Coast
Florida in October 2019, will continue to focus on growing branch
membership and increasing awareness of STEP and its well-respected
Trust & Estate Practitioner (TEP) designation among trust and
estate planning professionals in South Florida. STEP Gold Coast
Florida organizes educational and networking programs to help keep
members up-to-date on changes in multijurisdictional law and the
latest domestic and international planning trends. Mr. Schiff will
help procure speakers from the trust and estate planning industry
for these events.
STEP Gold Coast Florida’s founding board members include Gail E.
Cohen, chair of Fiduciary Trust International’s board of directors,
general trust counsel, and chair of Fiduciary Trust International
of the South. Ms. Cohen previously served as the branch’s vice
chair.
“The pandemic reminds all of us about the importance of being
prepared,” said Mr. Schiff. “STEP Gold Coast Florida enables trust
and estate practitioners in our region to learn from global
experts, and one another, about products, strategies, and tools to
strengthen the inheritance and succession planning advice they can
provide during this period of extraordinary uncertainty.”
London-based STEP is a global body consisting of 100 branches
and chapters across 95 countries. More than 20,000 attorneys,
accountants, financial advisors and other practitioners around the
world who specialize in family inheritance and succession planning
are STEP members. Many Fiduciary Trust International team members
belong to the organization and hold its TEP certification,
including Mr. Schiff and Ms. Cohen.
Ellen Kratzer, Fiduciary Trust International managing director,
was appointed chair of STEP USA, which oversees the 18 STEP
branches and chapters in the United States, in May 2019. In her
capacity as chair of STEP USA, Ms. Kratzer represented the U.S. as
a speaker at the most recent STEP Europe conference, held February
20-21, 2020 at the Ritz-Carlton in Vienna.
“STEP is a valuable resource for trust and estate practitioners
all over the world, and we are proud that our professionals have
undertaken leadership roles in this vital organization,” said Todd
Stoller, CFA®, CFP®, CPA, Fiduciary Trust International regional
managing director and senior portfolio manager based in the firm’s
Boca Raton office. “As chair of STEP Gold Coast Florida, Michael
will have the opportunity to help accountants, advisors, attorneys,
family offices, and other trust and estate practitioners throughout
South Florida demonstrate greater value for high-net-worth families
at a time when concerns over inheritance and succession planning
are rising. We remain dedicated to creating customized plans and
solutions for growing and protecting clients’ wealth across
multiple generations, and Michael’s work with STEP can potentially
elevate the advice and planning services that families across our
region can receive from trust and estate practitioners.”
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 International
Fiduciary Trust International, a global wealth management firm
headquartered in New York, NY, has served individuals, families,
endowments and foundations since 1931. With over $82 billion in
assets under management and administration as of June 30, 2020, the
firm specializes in strategic wealth planning, investment
management and trust and estate services, as well as tax and
custody services. The New York-based firm and its subsidiaries
maintain offices in Coral Gables, FL, Boca Raton, FL, St.
Petersburg, FL, Radnor, PA, Lincoln, MA, 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 International on LinkedIn and Twitter: @FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE: BEN] is a global investment
management organization with subsidiaries operating as Franklin
Templeton and serving clients in over 165 countries. Franklin
Templeton’s mission is to help clients achieve better outcomes
through investment management expertise, wealth management and
technology solutions. Through its specialist investment managers,
the company brings extensive capabilities in equity, fixed income,
alternatives and custom multi-asset solutions. With offices in over
30 countries and 1,300 investment professionals, the
California-based company has more than 70 years of investment
experience and approximately $1.4 trillion in assets under
management as of August 31, 2020. For more information, please
visit franklintempleton.com.
Copyright © 2020. Fiduciary Trust International. All rights
reserved.
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Rebecca Radosevich: 212-632-3207
rebecca.radosevich@franklintempleton.com
Laura Simpson: 973-713-8834 lsimpson@jconnelly.com
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