Fiduciary Trust International of the South is a state-chartered wealth management and trust institution located at Alhambra Plaza in Coral Gables, Florida. Serving South Florida retirees, high-net-worth seniors, and multigenerational families, the firm provides fiduciary investment management, retirement income structuring, corporate trustee services, and estate settlement.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Fiduciary Trust International Official Website
Issuer: U.S. Securities and Exchange Commission
Notes: Registered Investment Adviser (SEC# 801-62001 / CRD# 124062); operates as fiduciary wealth and trust advisory institution.
Issuer: Florida Office of Financial Regulation
Notes: Licensed state trust company providing corporate fiduciary, executor, and trustee services in Florida.
Factual details and direct answers about Fiduciary Trust International of the South's services, licensing, and credentials.
What fiduciary services does Fiduciary Trust International of the South provide for retirees?
The firm acts as an independent fiduciary providing tailored retirement income management, trust administration, executor duties, and wealth transfer planning for seniors and their families.
What regulatory bodies oversee Fiduciary Trust International of the South?
The firm is regulated as a state-chartered trust company by the Florida Office of Financial Regulation and its affiliated investment management is registered with the SEC under CRD# 124062.
Where is the firm's South Florida regional headquarters located?
The regional office is located at 2 Alhambra Plaza, Penthouse 1A, in Coral Gables, Florida, serving clients across Miami-Dade County.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.