Beacon Trust Company

Bank of America Private Bank, located in New York, NY, offers a range of wealth management services tailored to individual needs. By listening closely to clients and understanding their priorities, the bank's advisors and specialists craft personalized wealth plans in alignment with personal values and family objectives. From alternative investments to wealth planning, the bank provides solutions that cater to various aspects of a client's worth, both present and future. With a focus on developing customized strategies, Bank of America Private Bank aims to assist clients in achieving their financial goals and building a lasting legacy for generations to come. Generated from the website content

Fiduciary Trust Company International is a subsidiary of Franklin Resources, a global investment management organization. It manages investments and provides pension plans for individuals, institutions, trusts and partnership firms. Franklin Resources offers a variety of products and services, including college plans, education savings accounts, charitable giving funds and tax-related information service. The company has various account services, such as electronic fund transfers and automatic investment and systematic withdrawal plans. Its other investment options include tax-free, founding, growth, and real and total return funds. Franklin Resources also offers global and domestic account-related products and services for high net worth individual and institutional clients. The company provides investment solutions and services under several brand names, including Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas. Fiduciary Trust Company International maintains a location in New York.

Atlantic Trust Private Wealth Management is a financial advisement company that manages more than $16 billion for select individuals, families, foundations and institutions. It offers its clients access to a full complement of asset classes and investment alternatives. Atlantic Trust s expertise in specialized investment management is complemented by select outside managers and by its trust and fiduciary capabilities. The company provides multi-currency trust accounting, online account access and reporting and sophisticated long-range planning tools. It combines the intimacy of a small advisory firm with the global resources and financial strength of AMVESCAP, one of the largest publicly traded companies focused exclusively on investment management. Atlantic Trust s services are offered from 12 offices in the United States and Europe. It has an office in New York.