Networks - PFTC

Risk Mitigation Strategies for the Private Trust Company

Feb 04 2019 - lgochanour@familyoffice.com

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Family Office Exchange
Monday, February 4, 2019

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

Has the Private Trust Company Structure Delivered on its Promise?

Dec 03 2018 - lgochanour@familyoffice.com

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Miles Padgett, Partner – Kozusko Harris Vetter Wareh Duncan LLP;Matt Tobin, COO, Legal Counsel, and President of SDTC Services LLC – South Dakota Trust Company LLC
Wednesday, November 7, 2018

The Private Trust Company (PTC) structure offers the promise and potential to manage and organize increasing complexity within the family enterprise.

Overview

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.
 

Four Tips to Keep Your PFTC in Compliance

Jan 24 2018 - lgochanour@familyoffice.com

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Preparing the Next Generation of Beneficiaries

Jan 16 2018 - lgochanour@familyoffice.com

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Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context

Jan 11 2018 - lgochanour@familyoffice.com

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The Promise of a PFTC

Jan 09 2018 - Anonymous

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