The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article explores best practices used by families in forming the PTC strategy within the enterprise and establishing its
Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust
Wednesday, July 25, 2018
Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.