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Press Release

Morgan Lewis Advises Pennsylvania Trust in Acquisition Agreement with Fiduciary Trust

January 23, 2020

PHILADELPHIA, January 23, 2020: Morgan Lewis represented The Pennsylvania Trust Company in its acquisition agreement with Fiduciary Trust Company International.

Pennsylvania Trust is a trust company incorporated in Pennsylvania with approximately $4 billion in assets under management that provides investment management, financial planning, tax, trust, estate, and philanthropic solutions to help individuals, families, nonprofits, and other organizations preserve and grow their wealth. Fiduciary Trust is a global wealth manager and wholly owned subsidiary of Franklin Resources Inc., a global investment firm.

Partner Benjamin Wills and associates John Sheehan and Jose Robles led the Morgan Lewis team advising Pennsylvania Trust with assistance from partners Patrick Rehfield and Casey August and associate Benjamin Weiss.

For more, read the joint announcement.