Since their founding in 1931, they have delivered holistic, highly personalized solutions to families and institutions. They have grown exponentially since those early days, but we still focus entirely on preserving, growing and transferring wealth through personalized investment management and tax-efficient estate planning. They are a fully owned subsidiary of Franklin Templeton, a $1.4 trillion asset manager. While they are part of one of the largest wealth managers in the world, they operate as an independent and nimble firm. This means they combine the personalized service of a boutique wealth manager with the extensive resources that come with being part of a global investment leader.