Vaughn Yeager, Gail Cohen, Todd Stoller, Pamela Stingeni and Michael Schiff
Investment Management, Wealth Planning And Trust Services
With more than 100 years of combined experience behind them, the highly credentialed professionals at Fiduciary Trust International in Boca Raton stand ready to provide investment management, wealth planning and trust services tailored to each client’s needs.
This is especially important today as clients try to navigate a rapidly shifting tax and investment landscape that can cause uncertainty. Add to that a pandemic that has many re-evaluating their financial future, and you can understand why having a team with decades of experience is critical to assisting in planning your long-term financial future.
Fiduciary Trust International was established in 1931 and opened the Boca Raton office in 2013. It is a wholly owned subsidiary of Franklin Templeton, a global investment management organization.
“We are uniquely positioned to guide families with customized wealth planning and portfolio management, drawing on the tremendous resources of our parent Franklin Templeton,” says Todd Stoller, regional managing director, head of the Boca office and senior portfolio manager.
The office is a reflection of the community at large, according to Michael Schiff, a managing director at the firm. “With deep industry experience, our team has geographic diversity which relates well to the people of Boca,” says Schiff, who relocated from Princeton, New Jersey.
For 90 years, Fiduciary Trust International has served multiple generations of families. “That’s an important part of what we do. We mentor and educate the next generation of our clients,” says Gail Cohen, chair of the board and general trust counsel.
Today, many clients are choosing to invest in companies that are conscious of environmental, social and governance issues known as ESG investing.
“We believe it’s an opportunity for clients to align their values and missions with their portfolios. We have more than 15 years’ experience navigating the sustainable investing market,” says Cohen.
Philanthropy and community involvement are key to the company’s culture with participation in several nonprofits including the Boca Raton Museum of Art, Jewish Adoption and Family Care Options, the Jewish Federation of South Palm Beach County, and the Boys & Girls Club of America.
“Our team is firmly committed to our clients and the communities we serve,” Stoller says.
Fiduciary Trust International, 2255 Glades Road, Ste. 212E, Boca Raton, 561-226-3405, fiduciarytrust.com
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