Networks - PFTC

Ascent Private Capital Management
Wednesday, May 18, 2016

Estate planning is an ongoing process and is about much more than reducing taxes—it’s about ensuring your family is provided for, your business can continue, and your charitable goals are achieved.

Roy Ballentine
Wednesday, March 2, 2016

In nearly every discussion about estate planning, important questions and issues arise.

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.


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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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.