Networks - PFTC

Monday, February 22, 2016

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely deliver memorable experiences to their clients.

Overview

PwC Private Company Services
Friday, February 5, 2016

Continuous learning and adapting is essential to effectively managing wealth and accomplishing family goals and missions.

PwC Private Company Services
Wednesday, January 13, 2016

While election-year politics will dominate legislative action in 2016, comprehensive tax reform remains a priority for many businesses.

Abbot Downing
Friday, January 8, 2016

With the recent changes in the transfer tax laws, it is possible to transfer greater wealth and reduce income taxes through POAST. This innovative approach and integrated trust technique allow a wealthy individual (the donor) to provide benefits to both parents and descendants.

Evaluating Your PFTC State Situs: A Case Study

Dec 16 2015 - Anonymous

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Overview

Robert R. Galloway, Partner - BakerHostetlerCindy L. Steeb, Executive Vice President and Chief Legal Counsel - MTD Holdings Inc.
Wednesday, November 4, 2015
The organizational structure of a Private Family Trust Company, or PFTC, has several roles that need to be filled.
Temple Fennell, Co-Director – Harvard Kennedy School, Keller Enterprises, LLC
Wednesday, October 7, 2015

As Impact Investing gains global momentum and acceptance as viable family oriented strategy, a key question needs to be addressed... Is Your Family Office Ready for Impact Investing?

Abbot Downing
Tuesday, October 6, 2015

Wealth transfer planning is a complex process with an ever-changing set of risks, opportunities, and regulations.