Networks - PFTC

Thursday, September 24, 2015

Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?

2015 FOX Fall Forum

Finding ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.
Abbot Downing
Monday, June 1, 2015

In the past, when analyzing whether a client should make taxable gifts, estate planners tended to simply rely on comparing the transfer tax cost of making such gifts with those made at death.

Bruce K. Benesh, Partner & Hunter Guice, Esq., Manager – Grant Thornton
Wednesday, May 6, 2015
With family office boards and trustees increasingly responsible for areas such as investment performance, risk mitigation, executive compensation, family member communication and strategic initiatives, they face more demands on their time and more accountability.

Overview

John P.C. Duncan, Program Moderator – Kozusko Harris Duncan Greg Gonzales, Commissioner – Tennessee Department of Financial Institutions J. Spencer Culp, Director of Trust Supervision – New Hampshire Banking Department Matthew Tobin, Managing Director – South Dakota Trust Company Christopher M. Reimer, Partner – Long Reimer Winegar Beppler LLP Miles Padgett, Partner – Kozusko Harris Duncan
Wednesday, February 11, 2015
This is featured programming for the FOX Private Family Trust Company Network.
 
PwC Private Company Services
Monday, January 12, 2015

Boards can assist with some of the particularly challenging issues family companies face. There are several different factors that should be considered as a board is created or renewed.

Overview

Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Jason T Baron, Managing Director Head Portfolio Manager of Social Investment Strategies – U.S. Trust, Bank of America Private Wealth Management
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.

South Dakota Trust Company LLC
Monday, October 20, 2014

South Dakota is the leading bank asset jurisdiction in the United States, according to the FDIC.