Kate Freeman

Managing Director

Fiduciary Trust International of CA

Office: (213) 596-8652

 

Since 1931, Fiduciary Trust Company International has served as a trusted wealth advisor to individuals, families, endowments and foundations. Equal parts innovative and prudent, we have been a strong and steady advisor across generations, working closely with our clients to grow, preserve and transfer their wealth while keeping a watchful eye on the future.

Unwavering Focus on Investment Excellence

Fiduciary Trust’s years of experience working with private clients combined with in-depth investment research is unparalleled. Our deeply collaborative culture fosters cross-organizational idea sharing, and access to Franklin Templeton Investment’s global investment research informs our best thinking. We deliver exceptional investment management through specialized investment teams and a rigorous due diligence process. Our goal is to deliver superior after-tax, risk-adjusted returns designed around each client’s distinct objectives. To do this, we offer specialized expertise across key investment styles and asset classes.

Deep Commitment to Customized Client Solutions

To achieve our client’s unique goals, Fiduciary Trust’s advisors take a collaborative approach. Together, our experts develop integrated, personalized wealth management strategies. To craft the right combination of solutions, we surround our clients with a dedicated team of specialists comprised of portfolio managers, trust advisors and tax experts. Relationship managers, assigned based on the complexity of client needs and goals, also often play an integral role. Because we believe how wealth is structured is just as important as how it is invested, our team works seamlessly together and understands the interplay between a client’s personal and financial goals.

Enduring Strength and Experience

For over eight decades, we have successfully guided our clients through the market’s ups and downs. Fiduciary Trust clients benefit from the deep resources and strength of Franklin Templeton Investments, a global investment leader with $770.9 billion1 in client assets. Our disciplined approach has enabled us to navigate through many market cycles, and we are proud of the long tenure and experience of our professionals. We take great care in sharing the knowledge and insights gained from our client work, knowing that this distribution of information across our team of professionals provides the consistency and continuity necessary to meet our clients’ goals.

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