NEW YORK, NY--(Marketwired - Jan 26, 2016) - Fiduciary Trust Company International , a global investment management firm serving individuals, families, endowments and foundations and an affiliate of Franklin Templeton Investments, today announced that Theresa Kraker McGinley has joined the firm as Managing Director and Trust Counsel. She is based in the firm's headquarters in New York City.
In her new role, Ms. McGinley serves as a senior trust and estate advisor, helping high-net-worth individuals and families with estate planning and trust administration, including tax planning, preparation of estate tax returns, settlement agreements, reporting and valuation. She will also serve as Trust Counsel, providing guidance on complex trust and estate arrangements including estate planning, gifting techniques and charitable strategies.
"Intergenerational wealth planning is becoming increasingly complex as families look to establish legacies and hand the reins over to the next generation," said Warwick Carter, National Head of Trusts and Estates for Fiduciary Trust. "Theresa's extensive experience in developing and implementing complex trust and estate planning strategies for multigenerational families is an excellent complement to Fiduciary Trust's holistic approach to managing our clients' wealth. Theresa also brings a wealth of knowledge to our estate administration capabilities."
Ms. McGinley joins Fiduciary Trust from Katten Muchin Rosenman where she was an Associate specializing in estate planning and trust administration. Previously she was with Schlesinger Gannon & Lazetera, LLP. Ms. McGinley has been a speaker for the New York State Bar Association (NYSBA) and has contributed to the NYSBA's publications. She is Vice Chair of the Surrogate's Court Committee of the NYSBA, a member of The Association of the Bar of the City of New York and is admitted to the Bar in New York, New Jersey and Florida.
About Fiduciary Trust Company International Fiduciary Trust Company International, a global investment management firm, has served individuals, families, endowments and foundations since 1931. With $45 billion in assets under administration and management as of September 30, 2015, 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, Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Los Angeles, CA, San Mateo, CA, Washington, D.C., Wilmington, DE and London. For more information please visit fiduciarytrust.com .
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