Networks - PFTC

Family Office Exchange
Thursday, October 6, 2016

Attracting and retaining talent is consistently the #1 human capital challenge for family offices, and having a competitive compensation and benefits plan is critical for the overall success of your office. How does your plan stack up?

Al W. King III, South Dakota Trust Company
Wednesday, October 5, 2016

Families generally have several key desires regarding their trust planning that includes some form of governance structure for the family trusts; privacy; control and flexibility regarding trust administration and investment management; family promotion of social and fiscal responsibility inter-g

Thomas C. Rogerson, Senior Managing Director and Family Wealth Strategist – Wilmington Trust
Wednesday, October 5, 2016

You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C.

Al W. King III and Pierce McDowell III
Wednesday, October 5, 2016

Estate-planning advisors should be aware that there are many creative planning opportunities for the use of Private Placement Life Insurance (PPLI) with trusts. PPLI is essentially a flexible premium variable universal life insurance transactions that occurs within a private placement offering.

South Dakota Trust Company LLC
Wednesday, October 5, 2016

Many powerful trends are taking place in 2016 with trust and estate planning for both domestic and international families in the favorable boutique trust jurisdictions such as South Dakota.

South Dakota Trust Company LLC
Thursday, April 23, 2020

A Dynasty Trust is often referred to as a family bank since it serves as a primary resource for the funding of the particular needs of a family's beneficiaries in successive generations.

Hemenway & Barnes
Thursday, September 29, 2016

A great deal of focus has been placed on the next generation of business leaders, beneficiaries, and philanthropists. Rarely discussed, however, is the next generation of trustees that will guide them through so many crucial life decisions.

Schiff Hardin LLP
Thursday, August 25, 2016

Under the IRS’s proposed new regulations, they would permanently and profoundly change estate planning for families that own a controlling interest in a privately held corporation, partnership, or limited liability company.

Steve Davis, Chief Trust Officer – Pendleton Square Trust CompanyTera Rica Murdock, Associate – Waller Lansden Dortch & Davis, LLP
Wednesday, August 24, 2016
Managing fiduciary responsibilities within a private trust company can sometimes feel like more of an art than a science.
Perkins Coie, LLP
Tuesday, August 23, 2016

The federal government proposed sweeping new tax rules earlier this month that would dramatically affect family businesses, investment partnerships and other entities.